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The Stingy News Weekly: 12/16/2023


Stingy Links

Better and better
"Looking back over the post-World War II period, I see five key phases in our thinking about money, and those phases roughly parallel the needs and wants of the baby boomers, as they went from amassing money for retirement to spending down those savings." [Indexing]

Could you afford it?
"How many homeowners could afford the monthly payment on their house at current levels of mortgage rates and home prices? Take the current value of your home, subtract 20% for a down payment and slap a 7% mortgage rate on it. Could you afford it?" [Real Estate]

Lifecycle Investment Advice
"Given the sheer magnitude of US retirement savings, we estimate that Americans could realize trillions of dollars in welfare gains by adopting the all-equity strategy." [Retirement]

The Dispersion Delusion
"Our results suggest that the dispersion in private equity can be fully replicated in public markets, provided that investors focus on buying cheap, levered micro-caps and hold them in a concentrated portfolio, similar to the portfolio construction in PE." [Value Investing]

Long-Term News
"The Dow Jones Industrial Average fell 48 points on Tuesday. Greg Jones, an analyst at Merrill Lynch, expected that no one would care about that useless, vapid, fact by tomorrow." [Markets]

The Temptation of Factor Timing
"Returns to value strategies in individual equities, industries, commodities, currencies, global government bonds, and global stock indexes are predictable in the time series by their respective value spreads." [Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)ECA
BCE (BCE)CDA
TC Energy (TRP)FCA
Algonquin Power (AQN)FAA
Bank of Nova Scotia (BNS)AAA
TELUS (T)ECA
Pembina Pipeline (PPL)CCA
CIBC (CM)BAA
Emera (EMA)BBA
Power (POW)AAA


Low Price/Earnings StocksP/EP/BYield
Suncor Energy (SU)ABA
Imperial Oil (IMO)ACC
Tourmaline Oil (TOU)ABD
First Quantum (FM)AAD
Agnico Eagle (AEM)ABC
Brookfield Asset Management (BAM)ACB
Cenovus Energy (CVE)ABC
Manulife Financial (MFC)AAB
National Bank (NA)ACB
Bank of Nova Scotia (BNS)AAA


Low Price/Book Value StocksP/EP/BYield
First Quantum (FM)AAD
Brookfield Infra (BIP.UN)EAA
Canadian Apt REIT (CAR.UN)FAC
Algonquin Power (AQN)FAA
Nutrien (NTR)BAB
Teck Resources (TECK.B)BAD
Bank of Nova Scotia (BNS)AAA
Power (POW)AAA
CIBC (CM)BAA
Kinross Gold (K)DAD


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Algonquin Power (AQN)YY
CIBC (CM)YY
First Quantum (FM)YY
Power (POW)YY
Agnico Eagle (AEM)Y
BCE (BCE)Y
Brookfield Asset Management (BAM)Y
Brookfield Infra (BIP.UN)Y
Canadian Apt REIT (CAR.UN)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Manulife Financial (MFC)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Tourmaline Oil (TOU)Y


DOW 30 Value Screens

High Dividend Yield StocksP/EYield
Walgreens (WBA)FA
Verizon (VZ)AA
3M (MMM)AA
Dow (DOW)CA
IBM (IBM)EA
Chevron (CVX)AB
Goldman (GS)AB
Amgen (AMGN)BB
Coca-Cola (KO)CB
Johnson & Johnson (JNJ)EB


Low Price/Earnings StocksP/EYield
Verizon (VZ)AA
JPMorgan Chase (JPM)AC
Chevron (CVX)AB
3M (MMM)AA
Goldman (GS)AB
American Express (AXP)BD
Travelers (TRV)BC
Amgen (AMGN)BB
Cisco Systems (CSCO)BC
Home Depot (HD)BC


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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2022
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2021
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2020
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2019
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2018
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2017
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2016
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2015
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2014
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2013
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2012
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2011
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2010
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