Hints and tips:
...“F.E.E.L.I.N.G.C.A.L.L.E.D.L.O.V.E” and “Sorted for E’s & Wizz” were ticked off like rites of passage from someone moving from Sheffield outsider to Britpop in-crowd....
...Magugu’s designs include a print symbolic of sisterhood that appears on a T-shirt, the Diorcamp bag and a silk scarf. charlizeafricaoutreach.org; dior.com N is for Ninety PercentThe Camden-based fashion...
...V Vaccination Pretty much the only thing that stood between Novak Djokovic and this year’s Australian Open title. Oops....
...A ring of LEDs shaped like LV’s signature flowers lights up in a kaleidoscope of shades in time to the music, and a further circle of lights flashes “L-O-U-I-S-V-U-I-T-T-O-N.”...
...The compacts, pencils and bottles look flashy and joyful in a red hue with gold details, such as the V logo, on the lipsticks....
...As Ms Tenreyro pointed out, a V is not always a V. A V in annual data can look like a U in monthly data, she said....
...In the village of Thulasendrapuram, a seven-hour drive from Chennai on the Bay of Bengal and the boyhood home of Ms Harris’ diplomat grandfather P V Gopalan, V Shivakumar is preparing for his second political...
...After surging prices in April — the biggest rise on the S&P 500 since 1987 — we are already well along the uphill slope of the V....
...Is America heading for a V-shaped economic trajectory after the Covid-19 shock? Or does a U, W — or dreaded L — shape loom instead?...
...L’économie en procède, n’oublions jamais que l’économie est une science morale. Mais quand tout explose, votre P&L il explose avec, c’est ce qu’on est en train de vivre....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
...If you are looking to predict the shape of the US economic recovery — be it V, W, L or even K — don’t look at the markets....
...Wilson, Windermere; D Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le Quesne, Salisbury; Sue Topham, Newark; Anthony Evans, Hove Polymath...
...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
...“L&G offers a 6.3% 2020E dividend yield, 1.2% above the sector average. Pre-2016 L&G's yield averaged 0.4% above the sector.”...
...On our new estimates, L’Oréal trades on an FY21E P/E of 32.6x, the highest premium versus the consumer staples sector for over 10 years....
...The new EoM Solutions consultancy, meanwhile, has already begun work with one retailer and has been contacted by companies including L’Oréal and Danone, Mr Roche said, adding that he was surprised to be...
...Weighing in at ~7,000 words and with 84 references, G4S’s Wiki “controversies surrounding . . .” rap sheet is longer than the ones for the Legion of Christ and Grand Theft Auto V, though not quite as long...
...We do not think that management would have referred to “strong cash conversion” and emphasized delivering if the beat in the P&L were not flowing through well to cashflow, so we believe that the commentary...
...The bulls will point to a P/B below 1, FY21e EV/EBITDA of 4x and EFCF Yield of 8% as evidence of clear value....
...) estimates i.e. an attractive valuation, however: i.) preprovision profit in our base case is declining -2% CAGR ‘19-22E and ii.) our L-T recession scenario sees only 1% p.a....
...However, the outlook is uncertain, rising one-offs make P&L valuations less relevant and cash conversion is declining. In addition, top management changes add another layer of complexity....
...P&C outperformed into the corrections in the past 8 years....
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
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