Hints and tips:
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...In contrast, Global equities are on a 16.8x P/E (90th percentile vs. their own history), and [ . . . ] most countries trade well above their historical averages....
...That could be what is happening in the p/e chart above. That would not necessarily signal the death of the size factor. One good read Sport gambling is proliferating in the US....
...I don’t see much of this right now. Stocks with low P/E ratios relative to their expected growth rates are rare....
...30x P/E multiple is sustainable given rest of the index trades at 18x,” write Goldman’s David Kostin and team....
...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...Yet one can sense an air of caution from the rock ’n’ roll-appearing executive, who has his initials tattooed on his fingers and wears a uniform of casual black separates. “2023 was a good year, not only...
...I’m not sure....
...know, forward earn p/e ratio of like 37 times compared to the S&P overall, which is 25 times, which is high enough....
...The forward P/E can be anything; if we have a soft landing the future will look good, if we have a hard landing, the future will look bad....
...I’m good, I’m good. I’m representing the US on the show and you are representing the UK side. Katie MartinAs always. You’ve got like, the whole, like, bandanna with a flag on it and everything....
...Some of the ones that have attracted attention: a company called Phunware — spelled p-h-u-n, ware — which is a mobile software developer. And there was another called Bit Brother....
...But maybe it squeaks out a few extra basis points and it’s a little bit more stable. And I actually find that appealing now. So I think I’m a great S&P 500 tracker fund guy....
...A handy thing about the recurring nature of M&A speculation is that for all the most likely deals, there’s a readymade bank of analysis available for recycling....
...The fund also holds Cairn Homes, the Irish housebuilder with a London listing, which trades on a p/e of 8.7 times, compared with US housebuilders such as Lennar, trading at nearly 11 times....
...I assume this thing has a, like an eye-watering valuation? Yeah. Anna MutohYes. So most of the analysts have a buy rating. There are few holds and sells. But one analyst has 130 times p/e....
...P-I-M-F-A. Claer Barrett Write this down, people. Moira O’Neill They show you what wealth managers in the City, what types of asset allocations they’re doing for their client....
...Up until the Powell pivot in 2018-19 [when Jay Powell’s Federal Reserve switched from raising to lowering rates], tech wasn’t at a particularly substantial P/E premium relative to the market....
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
...The Vix in its current incarnation came into being exactly 20 years ago, when a team of Goldman Sachs and Cboe quants on Sept 20, 2003 unveiled a revamped benchmark based on S&P 500 options, with an improved...
...“First of all, I don’t think he would be very interested in doing that,” he said. “Secondly, I’m happy building the institute and doing the work I’m doing.”...
...Cf. raw material n....
...In principle, I welcome that — but I’m worried that, despite its undoubted good intentions, the EU is indulging in a certain make-believe in its policies towards the troubled former Yugoslav republic....
...You can’t Google the market, right? Like the S&P 500, I can tell you within five seconds of googling if the market’s up, down or sideways, right? Private credit’s not like that....
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