David Nelson

MARCH 20, 2023

Microsoft Bloomberg Data A software company doesn’t have the same inventory challenges making their financing needs less than the typical industrial or retail company. Even though Apple looks more like a retailer the same holds for them as well. They could pay off most of their debt tomorrow.

Banking 64

Banking Retail Economy Healthcare 64

Validea

AUGUST 6, 2024

Defensive sectors: Industries like consumer staples, healthcare, and utilities often outperform during recessions. Value orientation: Stocks trading at reasonable valuations may have less downside risk. Value Investor (86%): Passes Graham’s criteria for financial strength and reasonable valuation. National Beverage Corp.

Economics 52

Economics Valuation Food Healthcare 52

Trade Brains

SEPTEMBER 12, 2024

Initial Public Offerings (IPOs) in India often draw immense interest from retail and institutional investors alike. Over the years, a few IPOs have made history by attracting massive numbers of applicants, reflecting the high confidence and expectations from both retail and institutional investors. Bajaj Housing Finance: 89.1

Retail 52

Retail Pharmaceutical Government Healthcare 52

Fortune Financial

MAY 26, 2021

I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations.

Valuation 52

Valuation Manufacturing Taxes Retail 52

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. And big consumer and healthcare. Just really, really interesting. In 2000, right.

Valuation 130

Valuation Investing Investments Assets 130

Trade Brains

SEPTEMBER 27, 2023

Now this can become a compelling opportunity for us retail investors. Large Cap Stocks with High FII Holdings #2 – Max Healthcare Institute Max Healthcare is one of India’s largest hospital chains, with a presence in NCR Delhi, Punjab, Maharashtra, and Uttarakhand. Its net Loss was reported at Rs. 1441Cr in FY22.

Healthcare 59

Healthcare Banking Communication Food 59

Trade Brains

JULY 11, 2022

It caters to a number of niche categories in the personal care and healthcare segments. million retail outlets across India. . The company’s direct retail coverage has expanded to more than 1.3 Emami Vs Dabur India – Valuation of the company. Valuation Parameter. Dabur India Ltd. Dabur India Ltd.

Valuation 52

Valuation Healthcare Medicine Retail 52

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. Valuation Parameter (Rs in Cr).

Consulting 52

Consulting Healthcare Financial Services Valuation 52

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. But before getting started with any fitness regimen, discuss any medical concerns with your healthcare provider; this information is not a substitute for medical advice. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% TXN), HCA Healthcare, Inc. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. in September–well above the forecast of a 0.3% VZ), Alphabet, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

DECEMBER 5, 2023

It was America’s largest retailer. And I sort of feel like, all right, some of you youngsters may not know this was literally the biggest retailer of its day. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations.

Numbers 173

Numbers Investing Investments Management 173

Trade Brains

DECEMBER 22, 2022

The company also manufactures and distributes healthcare products, furniture items as well as electrical appliances. 3 billion market valuation, after TCS and Infosys. The company also operates in various other sectors that including defense, aerospace, banking, capital markets, healthcare, mining, natural resources, etc.

Marketing 52

Marketing Marketing Consulting Engineering 52

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. 4 Consumers Retrench Retail sales fell 1.1% Friday: Chevron Corporation(CVX), HCA Healthcare, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways.

Planning 69

Planning B2C B2B Pharmaceutical 69

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Sectors seeing the most significant increases in new jobs were professional and business services, healthcare, and retail.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. Friday: The Procter & Gamble Company (PG), HCA Healthcare, Inc. Tip adapted from Medical News Today 7 Two fathers and two sons shopped for computers at their local big box retailer. The Consumer Price Index (CPI) rose a very modest 0.1%

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. The MSCI EAFE index, which tracks developed overseas stock markets, lost 0.47%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 19, 2022

The potential for higher rates for longer, along with disappointing economic data, particularly a sharp decline in retail sales, amplified fears of a recession and sent stocks lower for the remainder of the week. Continued hawkishness by Fed Chair Powell at the post-meeting press conference added to investors’ anxiety. Inflation And The Fed.

Marketing 59

Marketing Marketing Economics Taxes 59

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. We have retail clients. I think, obviously, the ticker is very important, particularly for the self-directed retail client base. And I think that the financial advisors are used, but not as widely used as they are in the U.S.

Clients 162

Clients Investing Investments Management 162

Cornerstone Financial Advisory

JULY 11, 2022

Friday: Retail Sales. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit. The unemployment rate was unchanged at 3.6%. This Week: Key Economic Data. Wednesday: Consumer Price Index (CPI). Thursday: Producer Price Index (PPI). Jobless Claims. Industrial Production.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. 6 This Week: Key Economic Data Tuesday: Retail Sales. 4 After four straight days of increases, investor attention turned to the kick-off of a new earnings season on Friday.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments.

Valuation 162

Valuation Clients Investing Investments 162

Trade Brains

SEPTEMBER 11, 2022

Apollo Hospitals Vs Fortis Healthcare: The Covid-19 pandemic shed light on the infrastructural capabilities of hospitals, not only in India but also in the rest of the world. In this article, we will have a look at two of the biggest players in the healthcare sector Apollo Hospitals Vs Fortis Healthcare.

Healthcare 52

Healthcare Portfolio Medical Valuation 52

Cornerstone Financial Advisory

JANUARY 16, 2024

Wednesday: Retail Sales. There are many ways to stay fit while winter rages outside, but remember to discuss any medical concerns with your healthcare provider before beginning a fitness routine. On Friday, the Producer Price Index (PPI), which measures inflation by domestic producers, showed a drop of 0.1% Industrial Production.

Marketing 111

Marketing Marketing Taxes Economics 111

Trade Brains

NOVEMBER 26, 2023

Having established a solid presence in these 3 sectors, the company aims to grow its footprint in Retail/CPG, Healthcare, Hitech, Manufacturing, and Public Sector outside of India. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%).

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

AUGUST 31, 2023

DU Digital Global is debt-free and currently has a micro-cap valuation of Rs 316 crore. Its products are used as intermediates for further processing in multiple industries such as agriculture, automobiles, cables, electricals, hygiene, healthcare, polymers, packaging, textiles, and footwear. 382 EPS (TTM) ₹1.2 Stock P/E (TTM) 26.19

Banking 59

Banking Sales Manufacturing Financial Services 59

Cornerstone Financial Advisory

MAY 15, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. But don’t forget to always discuss any medical concerns with your healthcare provider before beginning any fitness routine; the information provided is not a substitute for medical advice. year-over-year gain and the lowest recording since January 2021. Industrial Production.

Marketing 59

Marketing Marketing Medical Taxes 59

WiserAdvisor

FEBRUARY 14, 2024

While it is commonly acknowledged that money itself cannot buy you happiness, its influence on essential aspects such as education, healthcare, and housing cannot be understated. Purchasing a pair at retail prices can turn out to be a strategic investment. eSports had a valuation of $1.45 billion by 2030.

Investing 59

Investing Investments Retail Banking 59

The Big Picture

OCTOBER 8, 2024

So healthcare is your focus, your entire career. And one of the professors at Columbia who was a mentor of mine and, and I had worked with Izzy Edelman, his son, Joe Edelman, founded Perceptive, which is a firm that has been tremendously successful as, as healthcare investors. And that’s fascinating to me. Is it engaging in that?

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. And increasingly, healthcare is using telemedicine.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

SEPTEMBER 26, 2023

And if they don’t, we’re happy to own them at the valuation that we are creating that company act. I’m not, I was not, I am not cut out for being a doctor, but I still valued healthcare, life sciences, biotechnology as important areas of the economy and things I’ve just found naturally interesting and, and curious.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Healthcare, education, not hugely cyclical, not interest rate sensitive. You know, when you see retailers, the Targets, Walmarts, you know, they’re changing in terms of dropping price.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 26, 2024

00:20:00 And then I, I spent a lot of time both literally and figuratively on the road talking to our clients, both their retail clients as well as advisor services. And it’s inclusive of not just the world of offices, but you know, multifamily residential and warehousing and retail and healthcare facilities, et cetera.

Marketing 147

Marketing Marketing Investing Investments 147