Hints and tips:
...No, I don’t.” Headcount at Interpath has risen from 550 since the company separated from KPMG to about 740 today, pushing up staff costs by 25 per cent to £89mn during its latest financial year....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...Things that look like a crisis from the outside often aren’t enough [to force change]. Deep financial stress is often what it takes. And that is something Boeing hasn’t had....
...I don’t see much of this right now. Stocks with low P/E ratios relative to their expected growth rates are rare....
...JB Hunt, which is a big old capital-intensive diesel-burning trucking company that owns its own trucks, earned 11 per cent (and that was its worst year in more than two decades; trucking is in a slump)....
...It’s no coincidence that the S&P 500 is also having a stellar run....
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...S&P Dow Jones Indices, September 21, 2023: Look, the Morningstar report that Institutional Investor cites is as legit as the SPIVA scorecard from S&P DJI....
...However, on November 1, S&P Dow Jones Indices stripped Nigeria from the S&P Select Frontier index that the ETF tracks at a “zero-price”....
...The one thing they haven’t tried [is] fiscal stimulus. Since then, we’ve seen more fiscal support....
...2022 was yet another year where a majority couldn’t beat their benchmarks....
...Don’t miss our deep dive on the parts of the financial system that could come under strain....
...This year, her flagship Ark Innovation ETF is up 29 per cent, easily beating the S&P 500’s sub-8 per cent gain. Yet according to Morningstar, net outflows top $19mn....
...The RACWI 500 index actually has a negative size factor, ie it includes more big stocks than the S&P 500 (which typically includes about 120 stocks that aren’t actually one of the 500 biggest stocks in the...
...The S&P 500 gained 0.2 per cent on Friday, to take its weekly advance to 2.5 per cent. The technology-heavy Nasdaq Composite ended fractionally lower, and gained 3.2 per cent across five sessions....
...Here is First Republic’s balance sheet as of March 31: This looks like a properly functioning bank’s balance sheet, but it isn’t, for two reasons....
...Nuveen bought European debt manager Arcmont last year, while T Rowe Price purchased Oak Hill for $4.2bn in late 2021....
...“There’s enough positive in the balance that it doesn't create an overall problem,” said Alan Struth, manager for macroeconomics and oil demand at S&P Global Commodity Insights....
...In reality both ads resemble things created by people who don’t know how to make adverts. The robots aren’t coming just yet, but they are not a million miles off. Video production by Rory Griffiths...
...This doesn’t bode well,” said one person involved in the lobbying efforts....
...Shares in Intercontinental Exchange, which owns NYSE, closed 0.2 per cent higher on Wednesday in a session in which stocks broadly recouped early declines to help the S&P 500 close fractionally lower....
...At a time when the market is saying: ‘Hey, I don’t want you losing money’?”...
...Baupost said it posted a mid-single digit decline last year, significantly outperforming the S&P 500....
...You can’t count on growth because it mean-reverts so quickly. Three to four years out, don’t put that growth multiple on. Again, this result is extremely difficult for me to accept....
...Bespoke Research points out that Meta — after losing about one-fourth of its market cap on Wednesday — now has a less-than-1-per-cent weighting in the S&P 500, its smallest weighting since 2014....
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