Hints and tips:
...Attention has been focused on the Republican governor chosen to give the Union response, Sarah Huckabee Sanders, who was a polarising figure during her time as press secretary to former president Donald...
...Through the sale of bracelets and pendants, the brand has raised more than $20mn to provide water, immunisations and educational tools to those in need. louisvuittonforunicef.com V is for Visual AidsAcne...
...V Vaccination Pretty much the only thing that stood between Novak Djokovic and this year’s Australian Open title. Oops....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...As Ms Tenreyro pointed out, a V is not always a V. A V in annual data can look like a U in monthly data, she said....
...After surging prices in April — the biggest rise on the S&P 500 since 1987 — we are already well along the uphill slope of the V....
...As I explore in my latest column, this isn’t going to be a V-shaped stock price recovery — I think it will be a choice between a W (probably with several peaks and valleys) and an L....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
...If you are looking to predict the shape of the US economic recovery — be it V, W, L or even K — don’t look at the markets....
...But I doubt that shape of the share price graph will be a perfect V. The other big V — the virus — has exposed too much vulnerability....
...Wilson, Windermere; D Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le Quesne, Salisbury; Sue Topham, Newark; Anthony Evans, Hove Polymath...
...On our new estimates, L’Oréal trades on an FY21E P/E of 32.6x, the highest premium versus the consumer staples sector for over 10 years....
...Weighing in at ~7,000 words and with 84 references, G4S’s Wiki “controversies surrounding . . .” rap sheet is longer than the ones for the Legion of Christ and Grand Theft Auto V, though not quite as long...
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
...P&C outperformed into the corrections in the past 8 years....
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...Q4 2019 u/l PBT beat “rebased” consensus expectations by £111m (13%), though the outlook statement is somewhat sobering. ......
...All 3 UK names are the cheapest in our European coverage by some margin, at 10-12X P/E and 8-10% FCF yield....
...Based on company commentary so far, we still believe potential COVID-19 claims (including BI) are a manageable P&L event for the sector, although the devil will be in the detail when it comes to BI policy...
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...With top-line beat flowing through the P&L, core op. profit was +8% vs cons and core EPS +12%. ¾ of the EBIT beat seems inventory related. Q: What were the most noteworthy areas in the results?...
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...V is for V-shaped recovery — predicted after every fall. W is for wallet — the easy to remember sequence of 34 alphanumeric characters. X is for ex — what you'll call your better half in six months....
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