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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 Stocks P/E P/B Yield BCE (BCE) C D A Enbridge (ENB) B C A TELUS (T) D C A TC Energy (TRP) C C A Algonquin Power (AQN) F A A Bank of Nova Scotia (BNS) A A A Emera (EMA) C A A Power (POW) A A A Brookfield Infra (BIP.UN) E C A CIBC (CM) A A A Low Price/Earnings Stocks P/E P/B Yield Canadian Natural (CNQ) A B B Suncor Energy (SU) A B B Power (POW) A A A CIBC (CM) A A A Bank of Nova Scotia (BNS) A A A Imperial Oil (IMO) A C C Cenovus Energy (CVE) A B C National Bank (NA) A B B Magna International (MG) A A B Tourmaline Oil (TOU) A B D Low Price/Book Value Stocks P/E P/B Yield Canadian Apt REIT (CAR.UN) F A C Algonquin Power (AQN) F A A Nutrien (NTR) D A B First Quantum (FM) F A E Magna International (MG) A A B Bank of Nova Scotia (BNS) A A A Power (POW) A A A Bank of Montreal (BMO) B A A Emera (EMA) C A A CIBC (CM) A A A Canadian Stock Summary P/E P/B Yield Bank of Nova Scotia (BNS) Y Y Y CIBC (CM) Y Y Y Power (POW) Y Y Y Algonquin Power (AQN) Y Y Emera (EMA) Y Y Magna International (MG) Y Y 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 Stocks P/E Yield Verizon (VZ) B A Dow (DOW) D A Chevron (CVX) A A IBM (IBM) B A Cisco Systems (CSCO) B A Johnson & Johnson (JNJ) A B Coca-Cola (KO) C B Amgen (AMGN) E B 3M (MMM) F B Home Depot (HD) C B Low Price/Earnings Stocks P/E Yield Johnson & Johnson (JNJ) A B JPMorgan Chase (JPM) A C Chevron (CVX) A A Caterpillar (CAT) A D Travelers (TRV) A C Verizon (VZ) B A Cisco Systems (CSCO) B A Goldman (GS) B C American Express (AXP) B D IBM (IBM) B A US Stock Summary P/E Yield Amgen (AMGN) Y Y Chevron (CVX) Y Y Goldman (GS) Y Y Verizon (VZ) Y Y 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	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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