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...It’s not clear yet whether this means the R-star empire is striking back. Do leave other corny jokes about December/R-star/our excellent merch in the comments....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...A recent market theory is that stocks should trade higher because r-star (the neutral rate of interest) is making financial conditions easier....
...is unlikely”, being two Slavic, primarily Orthodox peoples with close relationships for centuries....
...“It is a coming of age,” said Howard Silverblatt, senior index analyst at S&P, of the dividend announcement....
...Tesla’s sales figures also “suggested a sharp deterioration in growth” in the US, said Tom Narayan, an auto analyst at RBC Capital Market, while the Model Y and 3, which account for more than 90 per cent...
...Everything else is an underweight, particularly Apple: . . .whereas retail takes more of a fill-your-boots approach: In sum it’s all looking a bit dotcom-y, say JPMorgan’s Khuram Chaudhry and team....
...Since 2022, Tesla has dropped the price for its Model Y sport utility vehicle by about $20,000....
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
...Political will for public R&D investment has materialised....
...The slowdown has sent Tesla’s shares down 31 per cent this year, making it the second-worst performer on the S&P 500....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...“We had done a bunch of R&D to convince ourselves it worked, but Nord Stream was so big it was the first really clear example to demonstrate what we could do,” says Stephane Germain, founder and president...
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...Tesla adopted the Blade battery last year for its Model Y, produced in Germany....
...The article, “Without top five stocks, S&P 500 is deep into profits recession”, contained this passage: Without its five largest names, the S&P 500’s quarterly EPS has fallen 1.5% in 3Q y/y, according to...
...Responding to the comments, Nadhim Zahawi, a Conservative MP of Kurdish Iraqi heritage, tweeted: “Yr comments r offensive&racist. I wld b frightened 2live in country run by U.”...
...Below is a very simple net present value analysis of two imaginary companies, one growth-y, one value-y....
...What is more staple-y than food? We have written several times in recent weeks about how defensive stocks have done poorly lately....
...Apple has invested at least $1bn in microLED R&D and even made a push into the actual manufacturing of the cutting-edge display technology....
...PepsiCo Q1, Philip Morris International Q1, RWS Holdings HY, Seagate Q3, Shimano Q1, Spotify Q1, Taylor Wimpey AGM & trading update, Tesla Q1, Texas Instruments Q1, United Parcel Service Q1, Visa Q2, W R...
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
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