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Equities
Markets Now - Thursday 30th April 2020
...“Buy” from “hold”, £12 target: In our view, JDW is a long-term winner in the sector....
April 30, 2020
Equities
Markets Now - Wednesday 18th March 2020
...Note that 40% of BBY’s Apple repair customers are either new or reactivated, suggesting ongoing repairs during this crisis could pay dividends long-term. 3:45pm GMT - .... But enough of the levity....
March 18, 2020
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
UK retail industry
Competition watchdog slays Sainsbury/Asda merger in the aisles
...Walmart left to rethink delivering Asda plans Walmart is facing dwindling options to sell Asda, its UK business, after its planned merger with J Sainsbury collapsed, leaving a stock market launch a more...
April 25, 2019
Undercover Economist
Why big companies squander good ideas
...J F C Fuller did not invent the tank....
September 6, 2018
FT & McKinsey Business Book of the Year Award
Excerpts from the 2016 shortlist
...The Rise and Fall of American Growth by Robert J....
November 10, 2016
News in-depthUS & Canadian companies
Warming US economy leaves retailers cold
...Neiman Marcus was forced to postpone a planned initial public offering this year amid wider market volatility, weighing on its $4.7bn in long-term debts....
November 18, 2015
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
LexEquities
Amazon: a valuation debate
...Lex has long argued that Amazon, despite being a stunningly successful and wildly interesting company, is overpriced. Our astute friend Chris Rossbach, CIO at the long-term value house J....
November 26, 2014
US & Canadian companies
Disrupters bring destruction and opportunity
...The first manufacturer to make the transition successfully may be able to cement a long-term dominant position. 6....
December 30, 2014
FT AlphavilleDan McCrum
Valeant and the IRS
...The plan for the new management structure of the group, meanwhile, was laid out with the merger terms (with our emphasis): J....
August 15, 2014
FT AlphavilleIzabella Kaminska
The (early) Lunch Wrap
...They had the ratings on their long-term senior unsecured debt lowered one notch to Baa1, Baa2 and A3, respectively....
November 15, 2013
FT AlphavilleDavid Keohane
The 6am London Cut
...They had the ratings on their long-term senior unsecured debt lowered one notch to Baa1, Baa2 and A3, respectively....
November 15, 2013
Life & Arts
Best books of 2014
...So must anyone who plans one day on becoming old themselves....
November 28, 2014
FT AlphavilleLisa Pollack
In America, bigger is better, especially when you’re a bank, and also defaulting
...by four financial institutions–Bank of America Corporation, J.P....
February 18, 2013
Life & Arts
At home with the stars
...Stewart has in recent years created a wide range of branded products – including homewares for Macy’s department stores and, in 2007, a Martha Stewart wine vintage with E & J Gallo winery....
July 22, 2011
Retail & Consumer industry
UK supermarkets: battle for a bigger slice of smaller cake
...Shareholders would certainly not be pleased at the short-term sacrifices for doubtful long-term gains....
February 16, 2011
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
LexRetail & Consumer industry
Tesco
...But neither has the long-term, non-UK grocery perspectives of Tesco on 11.8 times. Tesco shares should not be a discount brand....
April 21, 2009
Climate change
Risks: What are the three main risks facing the economy? How concerned should people be? What should people stop worrying about?
...This is perhaps the biggest long-term risk the economy faces....
January 4, 2010
UK schools
Ask the expert: how to rebuild your pension fund
...money) and then long term for our retirement (twilight day money)....
May 27, 2009
Climate change
Transcript: India Budget speech
...Medium-term sustainability The short term fiscal stimulus has to be balanced against long term prudence and fiscal sustainability objectives....
July 6, 2009
Life & Arts
The shaming of John Thain
...In a long conversation, BofA’s chief administrative officer, J. Steele Alphin, urged Thain to revise the number downwards....
March 13, 2009
IPOs
Investing in Chinese equities
...I also believe that investors in Chinese stocks should plan on a very long holding period....
February 29, 2008
Semiconductors
Robert Dotson, CEO of T-Mobile USA: Full text of October 6 2006 speech
...Further details of our deployment will not be communicated to protect the confidentiality of our pending rollout plans. AWS Auction – Securing the long-term future of T-Mobile USA....
October 6, 2006
LombardUK retail results
Lombard: Still long way for J. Sainsbury
...On pre-tax profit forecasts for the current year broadly in the £285m to £310m range, the shares are trading on a heady p/e of 26-28 times....
May 18, 2005
Terrorism
Zero Four entries for July
...J uly 29 John Kerry takes the podium tonight at the Democratic convention to deliver the speech of his life....
August 6, 2004

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