Hints and tips:
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
...The p/e differential between the two moves around, but not all that much: Buffett does not like to think about value in terms of earnings per share, however, because gains and losses from investments and...
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...The S&P 500 has hit multiple record highs over the past month, while the tech-dominated Nasdaq Composite was within touching distance of its own record this week....
...He also predicts a good year for large renewable developers as equipment prices fall....
...Prospective wildfire payouts prompted S&P Global and Moody’s to downgrade PacifiCorp’s debt ratings last year....
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
...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....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...Per Tesla’s 2018 10k: [w]e have been installing this product [Solar Roof] at a slow pace to gather learnings about our design and installation processes, and plan to ramp the production of Solar Roof with...
...E&P businesses that are already public have also stepped up share sales, with six deals in September alone raising $1.5bn....
...The next chart shows, for a given month, the real annualised return of the S&P 500 over the next 20 years: It is natural, looking at average performance, to think that over your investing lifetime, US equities...
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
...(Investors have never much cared about profits at Amazon, because the company has never been run to maximise them; it has always traded at an incomprehensibly high p/e)....
...At past peaks, the top five largest tech companies with the greatest price momentum accounted at most for 1.3 per cent of the total value of the S&P 500 index (in 2000)....
...That low p/e ratio may prove deceptive as the “e” declines. So, how’s that bet going?...
...But hurdles remain, not least Japan and the Netherlands recently following America’s lead in restricting export of cutting-edge semiconductor equipment. China is not the only country hungry for chips....
...But in the shadow of its giant twin gantry cranes, activity has returned with maintenance, repairs and the fabrication of equipment for oil rigs....
...But MSCI’s correlation with both S&P and Sustainalytics is below 50%. The S&P and Sustainalytics correlation is higher but still lower than expected . . ....
...That low p/e ratio may prove deceptive as the “e” declines....
...GE HealthCare, maker of specialist medical equipment, rose 8 per cent in its debut on Wednesday. The portmanteau name Kenvue is supposed to combine notions of knowledge and insight....
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