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The Stingy News Weekly: 06/16/2023


Stingy Links

Negatives of index replication
"The dirty secret of index fund investing is that the transaction costs are still there and simply hidden in plain sight."
[Indexing]

Stocks a good hedge
"Households who want to fund a goal over an extended period that is adjusted for inflation (e.g., retirement income) should actively consider owning equities, even if they are relatively risk averse."
[Markets]

Japan's value mandate
"If the reform catalyst plays out, a rising tide may lift all boats, and one might do quite well investing in Japanese large value. But it is curious to us that the stocks you would expect to be most in demand based on the catalyst criterion (and fundamentals) have seen prices rise the least so far this year as investors got excited about Japan."
[Value Investing]

Size doesn't matter
"The fact large-cap value and small-cap value stocks earn similar returns may be shocking for investors who have been sold the idea that value investors have to invest in small-caps to capture the value premium. But we need to remember that data/evidence should drive decisions, not stories."
[Value Investing]

Size and long-only value investing
"Equally weighted large-cap value portfolios have historically earned similar returns as small-cap value portfolios." [pdf]
[Value Investing]


S&P/TSX60 Value Screens

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


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


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)FAC
Kinross Gold (K)EAC
Algonquin Power (AQN)FAA
Teck Resources (TECK.B)BAD
Power (POW)BAA
Manulife Financial (MFC)AAA
Bank of Nova Scotia (BNS)AAA
Nutrien (NTR)AAB
CIBC (CM)BAA
Bank of Montreal (BMO)BAB
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
Agnico Eagle (AEM)Y
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)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
Walgreens (WBA)FAA
3M (MMM)ACA
Dow (DOW)BBA
IBM (IBM)ECA
Chevron (CVX)ABB
Amgen (AMGN)BEB
Cisco Systems (CSCO)CCB
Coca-Cola (KO)DDB
Johnson & Johnson (JNJ)EDB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)FAA
JPMorgan Chase (JPM)AAC
Intel (INTC)FAD
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
Verizon (VZ)YYY
3M (MMM)YY
Amgen (AMGN)YY
Goldman (GS)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
Walgreens (WBA)YY
American Express (AXP)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Intel (INTC)Y
Johnson & Johnson (JNJ)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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2019
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