Hints and tips:
...And whereas there is much disagreement around “E” and “S”, few people question sound governance as a worthy goal....
...However, 79 per cent of the group’s value comes from Spain and Brazil, points out James Ratzer at New Street Research. STC is following in the footsteps of rival e&....
...“Typically, when investors are this complacent, volatility surges in the coming weeks,” said James Demmert, chief investment officer at Main Street Research....
...After falling some 85 per cent from its peak when I picked it (though to a still-rich 25 p/e multiple), I saw potential for a turnround by year’s end....
...“[W]e have permanently retired from this line of work,” Ackman said in the annual report....
...The irony is that Santander was advised on the Antonveneta deal by Andrea Orcel, then a Merrill Lynch banker and now UniCredit’s chief....
...Marc FilippinoNow, James, these sanctions would only go into effect if Russia invades Ukraine, right? James PolitiYes....
...US bond prices fell and the S&P 500 index dropped 9 per cent over the next month....
...James KyngeAnd a vibrant, live streaming culture that became the backbone of Chinese e-commerce....
...The S&P 500 was up most of the day and then as Powell was talking, it just dropped right and it actually ended the day in the red....
...“The way this happened was pretty egregious,” said Amy Lynch, founder and president of FrontLine Compliance....
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...James Paulsen, chief investment strategist at The Leuthold Group, cuts to the heart of this dichotomy: P/E multiples on stocks “advise extreme caution”, but when adjusted for historically low bond yields...
...James E Dodd The Witness CorporationLondon NW3, UK...
...Pests Emer Stamp, Hodder, RRP£6.99 Orphaned young house mouse Stix enrols with anarchist group P.E.S.T.S....
...The company faces stiff competition from e-retailers such as Farfetch, Yoox Net-a-Porter, MatchesFashion and MyTheresa (a great story from team DD on that last one here)....
...Any E&P company that wasted its time sucking up to the Trump administration’s Bureau of Land Management for leases in western states, particularly New Mexico, Wyoming and Colorado....
...Mr Gorman, hired from Merrill Lynch in 2006, had long coveted such an asset. “I didn’t have any doubt,” he says. Investors, however, were less convinced....
...“Any company that is an E&P [exploration and production] company, other than the very big ones, is in danger . . . unless the government offers them a bailout package it’s going to be a disaster.”...
...Trading at 4.4x adjusted EV/EBITDA and 9.5x P/E on our 2022 estimates, shares look attractive given: i) FY3 average of 5.2x and 10.9x respectively since 2017, and ii) 18% and 13% discount to peers (SUMCO...
...“We’re sitting on a precipice of a lot of E&P [exploration and production industry] restructuring right now....
...We presented the above to James Ryans, an assistant professor of accounting at the London Business School....
...Assuming bond yields drop to 1%, the resulting 16.7x forward P/E means the S&P 500 would trade at 2900 (7% below the current level)....
...And you don’t hear much complaining when the industry does beat the S&P, as was the case in 2018....
...Second quarter results served to highlight both the challenges facing the Major oils (weak E&P/refining margins, spending deficits, etc.), but also the material divergence in both portfolios and strategy...
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