Hints and tips:
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
...Since 1964, Berkshire shares have returned 4.4mn per cent, far outstripping the 31,233 per cent gain by the benchmark S&P 500....
...At the S&P 500 return, the pot still comes in at a heady $163mn. This century, Berkshire has struggled to exceed the returns of the S&P 500....
...Prospective wildfire payouts prompted S&P Global and Moody’s to downgrade PacifiCorp’s debt ratings last year....
...There is perhaps no one celebrated more today for making money than Warren Buffett....
...Over the weekend, Warren Buffett summed up the point nicely in his annual letter: “All stock repurchases should be price-dependent....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...The S&P 500 is up 4 per cent year to date....
...Veteran investor Warren Buffett is one naysayer. His Berkshire Hathaway B class shares, at $420, offer a relatively cheaper entry....
...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....
...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....
...That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks. We are gonna have to leave it there. Listeners, thank you for listening....
...According to S&P Global, in the first nine months of 2023 global private equity investments had an aggregate value of $365.3bn, a decline of 44 per cent year over year....
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
...The genius of Warren Buffett and Charlie Munger is very great and proven by their historical record....
...“They’ve been burning cash throughout the last year or so,” said Oliver Vande Stouwe, an analyst at S&P....
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
...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....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...Shares in DR Horton, Lennar and NVR, which Berkshire disclosed it owned this week, have risen about a third apiece this year, far outpacing the S&P 500 stock index....
...Since January, MSCI China’s forward p/e ratio has dipped from 11 to 10....
...When Warren Buffett described hedge fund managers as “an elite crew, loaded with brains, adrenaline and confidence”, it was not a recommendation....
...Bear positions have almost tripled since the start of the year, according to S&P Global Market Intelligence....
...Pulte has been one of the best- performing stocks in the S&P 500. Never pick stocks, even in a stupid stockpicking contest, on the basis of superficial research....
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
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