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The Stingy News Weekly: 07/07/2024


Stingy Links

Did inflation kill the CAPM?
"Currently, with the excess CAPE yield below 3% and inflation above 3%, expected returns are low. Historically, after such periods, the market return was close to zero, but factor strategies still delivered positive returns of about 3% after inflation. Therefore, while the immediate future may not be promising for the equity premium, it looks bright for factor premiums."
[Markets]

Inflation impacts retirement
"As much as I love running retirement scenarios using the 4% Rule, this is where they fall short. The 4% Rule assumes that retirees are robots who indiscriminately increasing their spending with inflation each year. Unfortunately, all the empirical evidence suggests that this isn't how retirees behave. If anything, retirement spending tends to go down over time, not up."
[Retirement]

Companies are lousy market timers
"The reason to rain on the buyback parade is that companies on average are lousy market timers: they tend to repurchase shares when prices are high."
[Management]

Beware of companies moving targets
"We are approaching the end of the second quarter and soon, companies will start reporting their results for the previous three months. Unfortunately, as research from D.A.T.A. shows, the results for Q2 and Q3 tend to be the least truthful results in the year"
[Management]

Looking different
"But suddenly, I am the oddball. I'm a 61-year-old with perhaps as little as a year to live, and that means my financial life today doesn't look like that of anybody I know - in seven key ways."
[Retirement]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
BCE (BCE)CDA
Enbridge (ENB)BCA
TELUS (T)DCA
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
Nutrien (NTR)DAB
First Quantum (FM)FAE
Magna International (MG)AAB
Bank of Nova Scotia (BNS)AAA
Power (POW)AAA
Bank of Montreal (BMO)BAA
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
Cisco Systems (CSCO)BA
Johnson & Johnson (JNJ)AB
Coca-Cola (KO)CB
Amgen (AMGN)EB
3M (MMM)FB
Home Depot (HD)CB


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