Hints and tips:
...Notably, several big-cap defensive names (Johnson & Johnson, Procter & Gamble, Walmart) have also done well in the past 5 weeks....
...To make this point vivid, consider Procter & Gamble fourth-quarter results — where sales grew by 4.5 per cent but volumes fell by 6 per cent....
...Here, the superior margins of sometime investee company Procter & Gamble were our guide. We ended up writing a second note after Peltz cancelled his bid to join the board of Walt Disney....
...The paper by Barber et al calculates that “the top 0.5% of stocks bought every day lose about 4.7% over the subsequent month”....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...when they are explicitly barred by the company....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
...More and more Americans, meanwhile, view FB et al etc as the new Big Tobacco....
...The biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
...” – The Essar-Rosneft (et al) deal made StanChart v happy. – A Penn Wharton tax budget policy simulator. – Unemployment in America, mapped over time. – Hindus for Trump sounds like it was… fun....
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...That makes China’s leaders v nervous and restricts policy options....
...The latest case, Google v Joffe et al, involves a class action suit stemming from the company’s illicit collection of snippets of information from WiFi networks in homes that its StreetView cars were passing...
...No surprise to see GMO et al flag up “impact on third parties” from the start....
...Azevedo et al called it something different — “in the nature of a bribe”....
...While the black taffeta evening gowns and sturdy looking peacoats on Karlie Kloss et al shouted winter, the models’ peachy complexions were all spring – try Bobbi Brown’s Sheer Color Cheek Tint in Sheer...
...- Why the Acme Brick Company et al are Berkshire’s secret weapons....
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
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