James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. There are Some Positives.

Marketing 52

Marketing Marketing Valuation Economics 52

Trade Brains

JANUARY 18, 2024

We will then check out its numbers to see how it has been scaling its revenue & profits. Today Agriculture contributes to less than 20% of the Gross Value added (GVA) figures of the country and these numbers drop every year. billion in 2023. So let us understand what products the Company manufactures.

Distribution 64

Distribution License Government Management 64

Cornerstone Financial Advisory

MAY 21, 2024

The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. Taxpayers must report any income earned from hobbies, even if it does not involve a licensed business. IRS.gov, November 15, 2023 7.

Marketing 52

Marketing Marketing Taxes Economics 52

Diamond Consultants

DECEMBER 20, 2022

And based on our own experience (as hard numbers are not yet available), that activity continued throughout the second half of the year, despite volatile market headwinds. All that said, how will the activity of 2022 impact 2023 and beyond? The 10 Emerging Trends for 2023. Here’s what we foresee….

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

Trade Brains

NOVEMBER 26, 2023

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. The executable order book over the next 12 months stands at a record US$ 869 million as of March 31, 2023. Its BI platforms power Mutual Fund Industry Analytics.

Recruitment 97

Recruitment Startup Engineering Education 97

James Hendries

DECEMBER 4, 2022

In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023. Retailer valuations have also taken a hit, as the forward (next 12 months) P/E multiple has contracted ~20% year to date, from ~27x to ~22x currently.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. We maintain our year-end fair value S&P 500 target at 4,300-4,400, based on a price-to-earnings ratio of 18-19 times our $235 EPS estimate for 2023.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

AUGUST 15, 2022

The economy needs a stable and productive workforce to handle tighter financial conditions and growing uncertainty about 2023. We won’t predict a soft landing, but there is a plausible scenario where a mild recession comes in 2023, the S&P 500 does not retest its June 2022 lows, and stocks are nicely higher in a year. If the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 15, 2022

The LPL Research S&P 500 year-end fair value target range remains 4,300—4,400, based on a price-to-earnings ratio (PE) of 18-19 and an earnings per share (EPS) forecast of $235 for 2023. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

times the Committee’s 2023 S&P 500 earnings per share forecast of $230. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The LPL Research S&P 500 year-end fair value target range remains 4,300— 4,400, based on a price-to earnings ratio (PE) of 18-19 and an earnings per share (EPS) forecast of $235 for 2023. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

JULY 13, 2022

The Committee also lowered its S&P 500 Index year-end fair value target range to 4,300—4,400, based on a price-to-earnings ratio (PE) of 18-19 and an earnings per share (EPS) forecast of $235 for 2023. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

WiserAdvisor

FEBRUARY 14, 2024

As the demand for high-end sneakers grows, so does the number of convincing duplicates. These officially licensed gaming platforms endorsed by major sports leagues offer a unique blend of virtual sports entertainment. eSports had a valuation of $1.45 It is important to be wary of counterfeit or replica products.

Investing 59

Investing Investments Retail Banking 59

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. And we’d sort of turn that into a valuation business. Everybody knew the number but the appraiser. ” I dubbed 2023 the year of disappointment. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130