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...“If I have a remit, it is to think what investments might be added to the portfolio, but there’s already a fantastic team working on those two investments.”...
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...Political will for public R&D investment has materialised....
...I prefer to look at the market since last October 27, when the market broke the downtrend that had held since July. In the four months since then, the S&P 500 has risen 24 per cent....
...I just don’t know when . . . We’re still seeing lots of companies that we like....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...I think that should help Spirit in sorting out its Boeing programmes,” said Rob Stallard, analyst at Vertical Research Partners....
...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 Chicago air cargo manager is sticking to its Core system after losing 207lbs of his 396lbs, saying he does not want to “try to fix something that’s not broken”....
...“Presume not that I am the thing I was,” the new king tells his erstwhile friend....
...I’m sure she hasn’t hurt ratings”....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...Somehow I doubt it....
...The S&P 500 is up 4 per cent year to date....
...“I would assume that it is at least a double-digit [year-on-year] rate of growth overall,” he said....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...The S&P 500 hit another all-time high yesterday. More importantly, Trump Media & Technology Group rose another 14 per cent, right after we wrote that it looked a bit overvalued....
...The earthquake isn’t the only shock I’ve had lately. Last week I had lunch with a longtime source who works at a production equipment maker....
...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....
...And over there, of course, that’s R Kelly.” Taranto lines his story up neatly in the manner of one of Helen’s equations....
...Visiting the village one recent morning, I was blown away. I left imbued with that most un-Parisian of feelings: optimism....
...Staples stocks as bond substitutes Sometimes I overthink things. Last week I wrote about my puzzlement about the extremely poor performance of consumer staples stocks since May....
...Other types of aircraft similarly use plug-in doors, he noted, adding: “I don’t know of any case where this has occurred previously.”...
...And I’m slightly sceptical that anyone else knows how to do it, either. But I’m open to suggestions....
...By this measure, model portfolio assets rose 48 per cent from $286bn to $424bn in the two years to June 2023, a period during which the S&P 500 was broadly flat....
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