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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...Robert ArmstrongYeah. Should we turn to Apple? Ethan WuLet’s turn to Apple. Robert ArmstrongOK....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. CPI: stuck If three data points make a trend, then US inflation looks stuck at 3 per cent....
...The case has now been reassigned from Judge Michael E Farbiarz to Judge Julien Xavier Neals, according to a court order published on Wednesday....
...The case has now been reassigned from Judge Michael E. Farbiarz to Judge Julien Xavier Neals, according to a court order published on Wednesday....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple....
...Below, we work through what to make of those jobs numbers, and check in on last week’s most notable stock market loser, Apple. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
...It’s turned into this symbiotic relationship in a way that Apple has with their apps or Google has with their apps. Robert ArmstrongHere’s something I wonder....
...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....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Procter & Gamble, Colgate, Costco, Walmart, Apple: well managed all-weather companies. They all trade at very high P/E multiples and have quite moderate expected growth; they have high PEG ratios....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...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....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...Apple’s been having a lot of problems recently....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...Robert ArmstrongWell, I don’t like what it’s done to American small towns necessarily, but man, I like going in there. Ethan WuAnd how about Apple? Robert ArmstrongI love my iPhone....
...We are grateful for reviews, on Apple, Spotify, etc....
...So that’s Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla....
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