Robert O. Anderson, P.E. | Search

Accessibility help Skip to navigation Skip to content Skip to footer

Showing results for Robert O. Anderson, P.E.

Sort by

Viewing results 1‒25 of 1075

UnhedgedRobert Armstrong
Higher earnings, please Premium content
...In the European tech sector, you can attribute the high P/E to heavy weighting of expensive ASML and SAP, which together make up half the sub-index....
April 8, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...The forward P/E of the Mag 7 is 31. The rest of the S&P 500, excluding the Mag 7 and four stocks with negative expected earnings, has a forward P/E of 19....
February 12, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged
Are higher rates inflationary? Premium content
...That could be what is happening in the p/e chart above. That would not necessarily signal the death of the size factor. One good read Sport gambling is proliferating in the US....
April 18, 2024
Unhedged
A better bull market? Premium content
...On a forward P/E basis, the S&P 500’s 2021 (harmonic) average was 23, versus an average of 22 in the past four months and 18 in the past three decades....
March 7, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
Unhedged
What’s wrong with Apple? Premium content
...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....
April 2, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: The great British bargain show
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
March 26, 2024
Unhedged
Where are the cheap stocks? Premium content
...Stocks with low P/E ratios relative to their expected growth rates are rare....
January 10, 2024
Unhedged
How fast can Big Tech grow? Premium content
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
November 29, 2023
Unhedged
Aswath Damodaran: ‘Investing is an act of faith’ Premium content
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
March 15, 2024
Transcript
Transcript: Three markets, three highs
...Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks....
February 27, 2024
Unhedged
Torsten Slok: the Fed won’t cut this year Premium content
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
March 22, 2024
Transcript
Transcript: Shopify vs Amazon
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
April 11, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...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....
February 28, 2024
UnhedgedRobert Armstrong
Peak-rates euphoria Premium content
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Optimism blooms Most market pundits, ourselves included, did not think the S&P 500 would be up almost 20 per cent in late 2023....
November 27, 2023
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Transcript
Transcript: How not to pick stocks
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
February 8, 2024
Unhedged
Albert Edwards sees ‘a multiyear bear market for bonds’ Premium content
...Stocks on 40x P/E suddenly had falling earnings. So people went, well, seems like we got both earnings and multiples wrong. The whole sector collapsed....
January 12, 2024
European companies
The increasingly silly search for Europe’s (less) Magnificent Seven
...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....
March 6, 2024
UnhedgedRobert Armstrong
The case for optimism Premium content
...Here is how we respond to points (a) through (e): Excess savings will soon be exhausted....
November 6, 2023
Travel
43 holidays to take in 2024
...” said Georgia O’Keeffe, America’s first great Modern painter....
December 30, 2023
Unhedged
What Big Tech antitrust gets wrong Premium content
...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....
January 19, 2024
UnhedgedRobert Armstrong
Bad correlation redux Premium content
...Email me: robert.armstrong@ft.com. Bad correlation II: back to school On Friday I wrote about how positive stock-bond correlation has returned since the start of August....
September 25, 2023
Unhedged
Michael Mauboussin on increasing returns to scale Premium content
...Nvidia’s forward P/E ratio, at 33, is well above the market’s, at 21. Bubble talk is everywhere. But so is the counterpoint that in terms of valuation multiples, Nvidia doesn’t look all that insane....
February 23, 2024
InterviewLunch with the FT
Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’
...Originally called The Towers, it was owned by the railroad magnate Robert Young and his wife Anita O’Keeffe (sister of artist Georgia O’Keeffe)....
March 22, 2024
Unhedged
Rentals won’t save the housing market Premium content
...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. The US housing market and the substitution effect Single-family homes are expensive....
September 20, 2023

Previous pagePage 1 of 43Next page