Hints and tips:
...I said this to the staff of the SEC and to Gensler, which is you think that Schwab, Fidelity, Vanguard, Morgan Stanley, E-TRADE, they need to be told where to send their retail orders, like they don’t have...
...of a marketplace with no barriers to entry, constant influx of new competitors,” Joanne Crevoiserat, the company’s C.E.O., told DealBook....
...And as Chronert points out, S&P 500 performance this year has been notably correlated with economic surprises (his chart): The simultaneously strong market momentum and delirious sentiment doesn’t worry...
...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
...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....
...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....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...Moira O’Neill is a freelance money and investment writer. She holds Vanguard LifeStrategy funds. X: @MoiraONeill, Instagram @MoiraOnMoney, email: moira.o’neill@ft.com...
...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....
...Prospective wildfire payouts prompted S&P Global and Moody’s to downgrade PacifiCorp’s debt ratings last year....
...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....
...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)....
...A: Wall-E 4....
...That low p/e ratio may prove deceptive as the “e” declines. So, how’s that bet going?...
...Heineken — where its Heineken 0% has become the world’s number one non-alcoholic beer brand — looks more reasonable on a p/e of 14....
...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....
...So, basically, at an out-year P/E of about 16 times. Today, 2026 expectations are $8.82, and the stock is back down to $110....
...But TSMC still seems cheap (note that Intel’s p/e ratio below is inflated by its crashing profits): TSMC’s competitive position within the chip industry is also no shakier....
...In the supply chain rankings of 2007, P&G, Toyota and Walmart all had a peer ranking score at least double that of Apple....
...Compare, for example, Intel on those two metrics: 2 per cent and 12 per cent, with a P/E ratio of 20....
...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....
...The S&P 500 is down almost 19 per cent so far in 2022. This would be a tough year as retailers tried to get inventory in line with sales growth, UBS’s Sole said....
...“We have confidence that the regulatory environment in Canada scrutinizes accounts that can’t be commingled,” O’Leary said....
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