Hints and tips:
...Some would probably argue that more information is not the same as better information . . . but c’mon....
...“Is it true that triple-C firms have interest coverage ratios below 1? Definitely, but that’s always been the case....
...Adam Abbas, the co-head of fixed income at Harris Associates, said markets were “effectively” closed for triple-C rated companies looking to raise debt, raising the spectre of “a natural default cycle”....
...With prices starting from approximately €100,000, €218,000 is the current ceiling for its Dream Edition P and R, the brand’s range-topping, limited numbers launch models....
...In 2006, the maison bought Villa Empain in Brussels, restoring the house and turning it into a Centre of Art and Dialogue between eastern and western cultures. boghossianjewels.com C is for Brunello CucinelliThe...
...As Bloomberg pointed out at the time, that made it bigger than about a third of S&P 500 Index members. It didn’t last. The share price was largely wiped out on Thursday, plummeting 95 per cent....
...“There are three R words right now: It’s Russia, it’s recession and it’s [interest] rates,” said Citigroup CEO Jane Fraser....
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
...Fitch on Wednesday became the latest group to issue a warning, slashing Evergrande’s foreign currency credit rating from triple C plus to double C and saying that a default of some kind “appears probable...
...In 1959, the physicist and novelist C.P. Snow, gave a lecture in Cambridge called, “The Two Cultures” in which he deplored this “gulf of mutual incomprehension” between literary figures and scientists....
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...Our back-of-the-envelope $1.5bn WW recurring sales for AZN assumes 250m doses p.a. for developed countries at c.$6 per dose, a discount to estimated US flu vaccine revenue/dose around $11-13 given likely...
...: P Johnson, Berwickshire Crossword 16,419: Paul Rock, Walden, England; James Simpson, France; Hugh Guilford, Buckinghamshire, England Polymath 1,064: Michael Foottit, London Crossword 16,413: James Leaver...
...Crisis and Austerity Policy by Geoff Crocker The Uncounted by Alex Cobham Poverty is Not Natural by George Curtis Trade is Not a Four-Letter Word: How Six Everyday Products Make the Case for Trade by Fred P....
...That’s why our P is for progressive.”...
...FY21 EBITDA forecasts (c.£850m), back to c.90% of pre-COVID levels, already appear more realistic....
...The picture at the federal level with H.R. 2339 is complicated....
...Next currently trades at c.10.5x FY20 P/E but doesn’t offer its usual strong cash returns currently....
...GILD’s c$15bn cost base vs $11bn core op.income, of which c$5bn lies in R&D/SG&A), but also require very significant job cuts at a time of global economic hardship....
...However, the sales unwind into 2H20-1H21 could be significant, which is a risk given a 2021e P/E ratio of almost 27x....
...P/E, a c.30% premium to the sector (incl. ASOS and boohoo). JD Sports’s shares have declined c.50% in the last few months, and we see this as an entry point to one of the finest UK retail stocks....
...B.R. Shetty and his advisers are in the process of carrying out a legal review in order to verify the total interests of Dr. B.R....
...Inflection on earnings and cash from land combat vehicles in P&S remains on ramp-up....
...Trade Wars are Class Wars Matthew C. Klein and Michael Pettis, Yale University Press, RRP$28/£20 This is a very important book....
...Products for other industries offer overlaps in areas such as manufacturing or R&D. “Why are we in automotive?...
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