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The Stingy News Weekly: 06/25/2023


Stingy Links

How we unretired
"One recent trend among newly minted retirees: unretirement. According to an AARP study, some 3% of retirees are back in the workforce one year later, taking on either fulltime or part-time jobs. Often, unretiring wasn't part of the retiree's original plan - but we shouldn't assume it's necessarily about needing money."
[Retirement]

Bulls are back
"When you combine the current drawdown, the possibility of further inflation, and the high amount of market concentration in our current rally, you can see why I'm hesitant to take a victory lap for the new bull market."
[Markets]

The depopulation bomb
"Stephen J. Shaw, data scientist and demographer, talks about the global decline in birth rates" [video]
[World]

Losses in the safest asset
"So, let's pause and briefly recap. At this point, it's clear that there's no single asset that is guaranteed to preserve your wealth. The best we've done is a -49% decline. In the safest asset you still lost half your money at some point!" [pdf]
[Markets]

The replication problem in finance
"There is a problem with replication of finance studies on risk premia and trading strategies. Additionally, there is a problem of out-of-sample results not matching in-sample returns. You don't get what you think with most financial studies. There are a couple of reasons for this disconnect. One, the construction of the test was poor. Two, the articles published are only extremes from data mining. Three, risk premia, once observed are arbitraged away. Four, market behavior and structures change. Overall, the buyer needs to beware."
[Markets]

Recession probabilities
An update to Recession Probabilities based on Multiple Financial Measures
[Economy]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)ECA
TC Energy (TRP)DCA
Pembina Pipeline (PPL)ABA
Bank of Nova Scotia (BNS)AAA
BCE (BCE)CDA
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
Teck Resources (TECK.B)AAD
Algonquin Power (AQN)FAA
Power (POW)BAA
Manulife Financial (MFC)AAA
CIBC (CM)BAA
Bank of Nova Scotia (BNS)AAA
Nutrien (NTR)AAB
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
Goldman (GS)AAB
Cisco Systems (CSCO)CCB
Coca-Cola (KO)DDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Verizon (VZ)AAA
Chevron (CVX)ABB
JPMorgan Chase (JPM)AAC
3M (MMM)ACA
Goldman (GS)AAB
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)AAB
Walgreens (WBA)FAA
Intel (INTC)EAD
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
American Express (AXP)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Intel (INTC)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...