Hints and tips:
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...Todd H Baker is a senior fellow at Richman Center for Business, Law and Public Policy at Columbia Business School and Columbia Law School Loan accounting in a bank should be straightforward, delivering...
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...And yes, they’d be right. A PIK note tends to give the issuer options....
...“We didn’t think that we’d be profitable this fast,” he told the Financial Times. “We’re at the beginning part of the journey....
...Chesapeake produced 3.4bn cubic feet of gas a day in the third quarter of 2023, according to S&P Capital IQ; Southwestern produced 4bn cu ft/d....
...Ditto, in the UK, Melrose’s 1-3 share consolidation last year. Then again, plenty of US companies also spurn splits. Veteran investor Warren Buffett is one naysayer....
...Combined, the companies will produce about 7.4bn cubic feet of gas a day, according to S&P Capital IQ, overtaking the current number-one producer EQT, which produces about 5.4bn cu ft/d....
...“We figured at some point over the next few years, we’d start to see a downturn [in gas use]....
...That’s around a quarter of an Nvidia or a single SPDR S&P 500 ETF. Things have changed....
...Ripple Labs Inc., . . ....
...In an ideal world, active sustainable funds would be genuinely active: the managers would use their voting rights, they’d engage with all their companies and they’d have strict policies about shunning companies...
...If this number were below $5bn Lyft would have a 6 per cent margin, ceteris paribus, though ceteris paribus really isn’t how P&L statements work....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...The S&P 500 hit another all-time high yesterday. More importantly, Trump Media & Technology Group rose another 14 per cent, right after we wrote that it looked a bit overvalued....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...Suffice it to say that when Facebook IPO’d, the big worry in the analytic establishment was whether it could monetise on mobile devices....
...The IEA forecasts crude consumption to increase by 1.3mn barrels per day this year while Opec this week maintained its growth estimates of 2.25mn b/d for 2024....
...And they’d call Devesh and he’d say they could have it for 20 . . . That you couldn’t buy it as the spot level was troublesome. It didn’t help in the early days....
...By the start of this month, the S&P 500 was up 20 per cent for the year; Goldman Sachs calculated that without those seven stocks, an S&P 493 would have returned only 8 per cent....
...But I’d be stunned if they didn’t ask for a fee, in whatever form, worth multiple billions of dollars.”...
...But those savings are not necessary for the deal to pay off given the consolidation benefits. No wonder both companies’ share prices rallied on the day....
...“I would say they probably represent the best opportunity to ramp up by inventory with a deal with a private,” said Raoul LeBlanc, an analyst at S&P Global....
...“Frankly, I’d probably just average out these last two months given the volatility,” he writes....
...(d) Dividends provide an extra 10%+ return. This is based on est. $12B of cumulative dividends over 3 yrs. on market cap <$100B....
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