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The Stingy News Weekly: 06/04/2023


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Gains from corporate tax cuts
"Goods producers increase their capital expenditure and employment in response to a cut in marginal corporate income tax rates or an increase in investment tax credits. In contrast, companies in the service sector mostly use any tax windfall to increase dividend payouts. We base our conclusions on a novel measure of U.S. firm-specific tax shocks that combines changes in statutory tax rates faced by each firm with narrative identified legislated U.S. federal tax changes between 1950 and 2006."
[Taxes]

Housing affordability
"Even when adjusting for inflation to even things out a bit, housing prices are precarious at the moment for anyone taking on a new mortgage payment"
[Real Estate]

When to retire
"I found it's a good idea to make a list of financial benefits you want to take advantage of before you retire. You should also consider any expenses that could influence your decision. What follows are nine financial situations that might determine your retirement date."
[Retirement]

Growth vs Glamour
"The bottom line is that the academic definition of 'growth investing' isn't really a proper growth investment style. It is an investment style that invests in overvalued stocks. And the performance difference shown above also means that growth investing does not deserve the ridicule that is often targeted at it by academics and value investors who say that growth investors simply buy a load of glamour stocks at high valuations and then hope they will become even more expensive than they already are."
[Growth Investing]

Private equity fundamentals
"From a quantitative perspective, the fundamentals of sponsor-backed companies look frightening. Yet private equity remains the darling asset class of sophisticated investors, with many endowments and family offices nearing a 40% allocation The financial fundamentals look far less attractive than one might expect, given such high level of enthusiasm."
[Markets]

The sin premium
"Their findings are consistent with economic theory - investors require higher expected returns to hold more sinful stocks."
[Markets]

Rent deceleration
"My suspicion is year-over-year rent increases will slow further over the coming months with slow household formation, and as more supply comes on the market."
[Real Estate]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)DCA
TC Energy (TRP)ECA
Bank of Nova Scotia (BNS)AAA
BCE (BCE)CDA
Pembina Pipeline (PPL)ACA
CIBC (CM)BAA
Power (POW)BAA
Manulife Financial (MFC)AAA
TELUS (T)CCA
Suncor Energy (SU)ABA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Nutrien (NTR)AAB
Tourmaline Oil (TOU)ABD
Imperial Oil (IMO)ACC
Suncor Energy (SU)ABA
Manulife Financial (MFC)AAA
Cenovus Energy (CVE)ABD
Canadian Natural (CNQ)ACB
Pembina Pipeline (PPL)ACA
Canadian Tire (CTC.A)ACB
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)EAC
Manulife Financial (MFC)AAA
Kinross Gold (K)FAC
Power (POW)BAA
Nutrien (NTR)AAB
CIBC (CM)BAA
Algonquin Power (AQN)FAA
Bank of Nova Scotia (BNS)AAA
Teck Resources (TECK.B)BAE
Bank of Montreal (BMO)BAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Manulife Financial (MFC)YYY
CIBC (CM)YY
Nutrien (NTR)YY
Pembina Pipeline (PPL)YY
Power (POW)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Canadian Tire (CTC.A)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
TC Energy (TRP)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Tourmaline Oil (TOU)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)AAA
3M (MMM)ACA
Walgreens (WBA)FAA
Dow (DOW)BBA
IBM (IBM)ECA
Amgen (AMGN)BEB
Chevron (CVX)ABB
Goldman (GS)AAB
Cisco Systems (CSCO)CCB
Johnson & Johnson (JNJ)EDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Verizon (VZ)AAA
Chevron (CVX)ABB
3M (MMM)ACA
JPMorgan Chase (JPM)AAC
Goldman (GS)AAB
Dow (DOW)BBA
Amgen (AMGN)BEB
Travelers (TRV)BBD
Caterpillar (CAT)BDD
Home Depot (HD)BEC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAB
Walgreens (WBA)FAA
Intel (INTC)FAD
JPMorgan Chase (JPM)AAC
Verizon (VZ)AAA
Walt Disney (DIS)EBF
Travelers (TRV)BBD
Dow (DOW)BBA
Chevron (CVX)ABB
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Goldman (GS)YYY
Verizon (VZ)YYY
3M (MMM)YY
Amgen (AMGN)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
Walgreens (WBA)YY
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
Home Depot (HD)Y
IBM (IBM)Y
Intel (INTC)Y
Johnson & Johnson (JNJ)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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