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Showing results for LAWHON et al v. A.C. AND S. INC (ARMSTRONG CONTRCTING & SUPPLY) et al
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...The move by the US Department of Commerce affects the supply of chips for Huawei’s laptop computers and mobile phones, according to people familiar with the situation....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...It’s a lot cheaper than the S&P 500 because the S&P 500’s price-to-book value has really gone up in recent years....
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
...Every sector of the S&P is up — industrials, consumer staples, et cetera, et cetera. There’s only a few sectors, in fact, that are only up modestly. Most sectors are up like 10 per cent....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...There’s a lot of talk about what is going on here. Ethan WuYeah, it’s monopolist. Yeah. It’s been sued. Robert Armstrong(Laughter) Yeah. China. No no, no....
...’s the C-suite is making all this dough....
...Whatever boost to existing-home supply might happen would be offset by a pop in demand....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...Yazeed al-Humied, PIF’s deputy governor, described the fund’s relationship with BlackRock as “well-established and growing”, and said the partnership “represents a step forward in PIF’s work in making the...
...Both are partly a product of pandemic supply shocks — reduced construction and a shortage of vehicle parts — that are still percolating through the supply chain....
...It isn’t yet obvious this is a bank failure waiting to happen. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...We ran the numbers on just how bad we did and if you had taken the inverse bet to us, if you had bought the inverse Unhedged ETF, you would have been up 40 per cent in 2023, more than double the S&P 500...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Al-Hussainy argues that as long as they can hang on through the volatility in spreads, investors who stay near the investment-grade line in a diversified portfolio of corporate bonds are highly unlikely...
...Former US vice-president Al Gore followed up this summer by lambasting Jaber’s “blatant conflict of interest” in a widely viewed TED talk....
...“Funds are taking into consideration a possible reduction in LNG flows passing through two key straits” of Bab al-Mandab and the Strait of Hormuz, said Tom Marzec-Manser, head of gas analytics at ICIS, a...
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