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The Stingy News Weekly: 06/30/2024


Stingy Links

The buyback wall of shame
"With the stock market trading at record highs, corporations are aggressively buying back stock. Some consider the current level of buybacks as a sign of confidence. Given valuations, we view it as a sign of capital misallocation and profit extrapolation."
[Markets]

Mean reversion, or extreme aversion?
"In other words, it is the value stocks in Europe which have been hit the hardest. Harder than the growth stocks, and even harder than US value stocks. Much harder, in fact."
[Value Investing]

Investors should expect the worst
"Although I am averse to making financial market forecasts, I can say with some level of confidence that over any long-run horizon most investors will have to encounter painful periods of losses in equity markets. Some seem unaware of this (or at least behave as if they are) while others spend most of their time attempting to predict when such phases will occur. Neither of these will lead to good outcomes."
[Behaviour]

The calm before the storm
"In our view, neither private credit nor direct lending have rewritten the rules of credit risk. We'd argue that what passes for innovation in finance is often just repackaging risk in more convenient and higher-fee wrappers"
[Bonds]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
BCE (BCE)CDA
TELUS (T)DCA
Enbridge (ENB)BCA
TC Energy (TRP)CCA
Algonquin Power (AQN)FAA
Bank of Nova Scotia (BNS)AAA
Emera (EMA)CAA
Power (POW)AAA
Brookfield Infra (BIP.UN)ECA
CIBC (CM)AAA


Low Price/Earnings StocksP/EP/BYield
Canadian Natural (CNQ)ABB
Suncor Energy (SU)ABB
Power (POW)AAA
CIBC (CM)AAA
Bank of Nova Scotia (BNS)AAA
Imperial Oil (IMO)ACC
Cenovus Energy (CVE)ABC
National Bank (NA)ABB
Magna International (MG)AAB
Tourmaline Oil (TOU)ABD


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)FAC
Algonquin Power (AQN)FAA
First Quantum (FM)FAE
Nutrien (NTR)DAB
Magna International (MG)AAB
Bank of Nova Scotia (BNS)AAA
Power (POW)AAA
Bank of Montreal (BMO)BAB
Emera (EMA)CAA
CIBC (CM)AAA


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
Power (POW)YYY
Algonquin Power (AQN)YY
Emera (EMA)YY
Magna International (MG)YY
BCE (BCE)Y
Bank of Montreal (BMO)Y
Brookfield Infra (BIP.UN)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
National Bank (NA)Y
Nutrien (NTR)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TELUS (T)Y
Tourmaline Oil (TOU)Y


DOW 30 Value Screens

High Dividend Yield StocksP/EYield
Verizon (VZ)BA
Dow (DOW)DA
Chevron (CVX)AA
IBM (IBM)BA
Johnson & Johnson (JNJ)AA
Cisco Systems (CSCO)BB
Coca-Cola (KO)CB
Amgen (AMGN)EB
3M (MMM)FB
McDonald's (MCD)CB


Low Price/Earnings StocksP/EYield
Johnson & Johnson (JNJ)AA
JPMorgan Chase (JPM)AC
Chevron (CVX)AA
Travelers (TRV)AC
Caterpillar (CAT)AD
Verizon (VZ)BA
Cisco Systems (CSCO)BB
Goldman (GS)BC
American Express (AXP)BE
IBM (IBM)BA


US Stock SummaryP/EYield
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman (GS)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
Coca-Cola (KO)Y
Dow (DOW)Y
Home Depot (HD)Y
IBM (IBM)Y
JPMorgan Chase (JPM)Y
Johnson & Johnson (JNJ)Y
Travelers (TRV)Y
Walgreens (WBA)Y



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2024
  07: 07 14
  06: 01 09 16 22 30
  05: 05 10 19 25
  04: 07 14 21 28
  03: 03 10 17 24 31
  02: 03 09 17 25
  01: 07 14 21 28
2023
  12: 03 09 16 24 30
  11: 05 12 19 26
  10: 01 07 15 22 29
  09: 04 10 17 24
  08: 07 13 20 27
  07: 02 09 16 23 29
  06: 04 11 16 25
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2022
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 01 07 14 20 28
  07: 03 10 17 24
  06: 05 12 17 26
  05: 01 08 15 23 29
  04: 03 10 17
  03: 06 13 20 27
  02: 04 13 20 27
  01: 02 09 16 23 30
2021
  12: 05 12 19 25
  11: 06 14 21 28
  10: 03 07 17 24 30
  09: 05 12 19 24
  08: 02 08 15 22 29
  07: 04 11 19 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 30
2020
  12: 06 13 20 25
  11: 01 08 22 27
  10: 03 11 18 24
  09: 06 11 19 26
  08: 01 09 16 22 30
  07: 04 12 18 26
  06: 06 12 20 27
  05: 03 09 16 23 31
  04: 04 12 17 24
  03: 08 15 22 28
  02: 01 07 15 22 28
  01: 03 10 17 24
2019
  12: 03 11 16 27
  11: 03 08 16 22 27
  10: 04 11 18 22
  09: 06 11 17 25
  08: 12 19 31
  07: 07 26 31
  06: 06 15 21 26
  05: 01 08 15 20 27
  04: 03 13 16 21
  03: 04 12 18 25
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

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