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...If you take the Magnificent 7 out of the S&P 500, its multiple moves from 22 to 19. The S&P 350 is at 14....
...Berkshire and the S&P 500 If your entire equity portfolio had to be in either the S&P 500 or Berkshire Hathaway, which would be the better choice?...
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...S&P declined to comment and Visible Alpha did not respond to a request for comment....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...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....
...S&P Global’s flash eurozone composite purchasing managers’ index, which measures business activity across the bloc, rose to an eight-month high of 48.9 this month, up from 47.9 in January....
...Year-to-date things are looking only slightly better, with US equity long/short hedge funds trailing the S&P 500’s continued surge by about one percentage point. That’s all fine....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...The S&P 500 isn’t at such extremes today....
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...The rest of the eurozone “saw the best performance . . . despite growth slowing slightly”, S&P said....
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...In the four months since then, the S&P 500 has risen 24 per cent. The Mag 7 is up 29 per cent (when cap-weighted, like the S&P) better than the index, but not in a different universe....
...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....
...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....
...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....
...Japanese stocks traded on a P/E of 67x in 1990. The Nifty 50 traded on a P/E of 34x in 1973....
...S&P expects that share to reach 14 per cent this year. There are several factors supporting this rise. First, sovereign issuances appear to be growing....
...LSEG hasn’t split out earnings in its latest accounts, but S&P Global says its indices generated net profits at $925mn in 2023, and MSCI said they clocked in at $1.1bn....
...The equal-weighted S&P 500 was up by 26.7 per cent — only slightly less than the cap-weighted S&P 500’s 27.6 per cent gain. In other words, the other 493 have not been left completely behind....
...Even inside the S&P 500 there is a stark performance disparity between the biggest stocks and the rest....
...Sure, a CCC-rated PIK bond looks better than a defaulted bond in your portfolio. But, as S&P puts it when explaining why U.S....
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