Advisor Perspectives

APRIL 4, 2024

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Does the tech stock landscape mirror the boom of 1996 or the bust of 2000?

Valuation 64

Valuation Retail Economy Banking 64

Abnormal Returns

JANUARY 20, 2023

(ft.com) Startups How unicorns are dealing with the decline in valuations. bonddad.blogspot.com) Why falling retail sales aren't all bad. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Those stakes are set to change hands. theinformation.com) The bloom is off the 'passion economy' rose?

Investing 210

Investing Investments Startup Financial Advising 210

Abnormal Returns

MAY 26, 2023

ft.com) Retail investors are increasingly snapping up T-bills at auction. tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." Cash How to choose between T-bills and CDs. wsj.com) Investors have poured some $600 billion into money market funds YTD.

Financial Advising 197

Financial Advising Valuation Retail Economy 197

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. (axios.com) Why everybody and their brother submitted a spot Bitcoin ETF application this week. aswathdamodaran.blogspot.com) Business at Boeing ($BA) and Airbus is booming.

Financial Advising 198

Financial Advising Valuation Retail Media 198

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. institutionalinvestor.com) Are retail investors going to return to crypto? Small caps Small caps are outperforming of late. gmo.com) Strategy The past two years help show the agony and ecstasy of stock picking. wsj.com) People are removing.eth from their profiles.

Financial Advising 216

Financial Advising Media Valuation Retail 216

MarketWatch

MARCH 8, 2023

WHP Global, an acquirer of retail brands backed by Oaktree Capital Management, on Wednesday said it reached a company valuation of $1.6 billion based on a fresh $375 million investment from Ares Management Corp. For its part, Oaktree is owned by Brookfield Asset Management Ltd.

Valuation 40

Valuation Investing Investments Retail 40

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. (theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% (wsj.com) PE firms are still having problems keeping junior analysts. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP).

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 8, 2022

coindesk.com) Fidelity has opened a wait list for its new retail crypto platform. tomtunguz.com) Why early-stage startup valuations are holding up better than later stages. (citywire.com) Sometimes as an investor you just get lucky: the case of Twitter. morningstar.com) Crypto Binance is buying FTX. operating earnings.

Startup 130

Startup Financial Advising Valuation Retail 130

Validea

APRIL 8, 2024

The company’s consistent profitability and attractive valuation make it a top pick for the Greenblatt model. AN) : AutoNation is the largest automotive retailer in the United States, operating a network of dealerships across the country. JILL) : J.Jill is a leading retailer of women’s apparel, accessories, and footwear.

Valuation 52

Valuation Retail Investing Investments 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. Following the huge 11.2% However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

JUNE 29, 2023

Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! New York Times ) see also Retailers Aren’t Abandoning Downtowns Because of Crime : Nordstrom’s decision to vacate San Francisco is more about evolving shopper trends. Slate ) • St. .

Recruitment 130

Recruitment Transportation Valuation Consulting 130

Trade Brains

JULY 28, 2023

In the next 5 minutes, I’ll walk you through the most important points about Tata Elxsi, including fundamentals, technicals, analyst ratings, and retail sentiment on Stocktwits , which will help you in your decision-making process. But as I have highlighted earlier, the valuation is very expensive, which is a significant negative.

Retail 96

Retail Valuation Consulting Sales 96

Validea

APRIL 4, 2024

Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record. Cheap Valuations: Graham used strict valuation criteria like low price/earnings and price/book ratios to find stocks selling at a significant discount to their inherent worth.

Investing 52

Investing Investments Valuation Manufacturing 52

Trade Brains

FEBRUARY 28, 2024

With retail bakery and institutional segment included, bakery segment sales in Q3FY24 was Rs. It exports to 69 countries on six continents and provides its products to reputable institutional clients with a presence throughout India, in addition to retail customers in 26 states in India. 146 crores, up from ₹127 crores in Q3FY23.

Food 59

Food Commission Distribution Retail 59

Trade Brains

JANUARY 11, 2024

As of FY22, Medi Assist TPA had a market share of 14.83% in the retail health insurance market and 41.71% in the group health insurance market. Cr worth of health insurance premiums, for both group & retail combined. 1757 Cr worth of policies, or 5.06% of India’s retail health insurance market.

Healthcare 59

Healthcare Insurance Retail Valuation 59

Nationwide Financial

NOVEMBER 28, 2022

For the year, the Russell 1000 Value Index is down just 6%, while the Russell 1000 Growth Index is down 25%, though the valuation for the value index remains at a substantial discount to growth (14x vs. 23x). Retailers are heavily discounting due to elevated inventories, with the average customer discount expected to be 30%.

Marketing 52

Marketing Marketing Retail Valuation 52

The Big Picture

JANUARY 9, 2023

Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). Digital platforms are struggling, meanwhile a 136-year-old book retailer is growing again. That doesn’t mean it’s a bad approach. Wall Street Journal ).

Economy 164

Economy Valuation Education Retail 164

Carson Wealth

JULY 27, 2022

Two sectors that could skew earnings are energy and retail, primarily due to inflation and supply chain concerns. And supply chain issues may continue causing headaches for the big box retailers. Valuations Could Move to a More Normal Range . We’ll be watching both of these areas closely. . Q3 2022’s Five Big Risks.

Marketing 98

Marketing Marketing Valuation Economy 98

MarketWatch

MARCH 20, 2023

in afternoon trading Monday, enough to pace the S&P 500’s SPX advancers after BofA Securities turned bullish on the fossil and nuclear fuel production company, citing valuation in the wake of the closing of the Vivint Smart Home Inc. acquisition and improvement in retail fundamentals. NRG shot up 6.0% The stock has dropped 12.0%

Retail 40

Retail Valuation Marketing Marketing 40

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations.

Marketing 105

Marketing Marketing Valuation Economics 105

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Valuation 52

Valuation Marketing Marketing Retail 52

Validea

OCTOBER 2, 2023

That’s putting pressure on market valuations, already stretched thin: in July, the S&P 500 was trading at a record-high 20 times forecasted earnings. Meanwhile, the funds increased their short sales, according to data from JPMorgan Chase that is cited in the article.

Valuation 52

Valuation Retail Sales Clients 52

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.

Retail 64

Retail Banking Economy Healthcare 64

Validea

APRIL 19, 2024

Amazon (AMZN) , which operates as an online retailer and provider of cloud computing services, streaming entertainment, and other offerings, receives a 90% score from the Lynch model and 80% from the Buffett screen. It does earn an 80% score from our Price/Sales Investor methodology.

Manufacturing 52

Manufacturing Sales License Economy 52

Trade Brains

JULY 12, 2023

Source: Bloomberg In the next 5 minutes, I’ll walk you through the most important points about HDFC Bank, including fundamentals, technicals, analyst ratings as well as retail sentiment on Stocktwits , which will help you in your decision-making process. When it comes to Valuations, the stock is trading at 16x one-year forward eps.

Banking 52

Banking Retail Distribution Valuation 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. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

Valuation 130

Valuation Investing Investments Assets 130

Validea

JUNE 27, 2023

Though the pandemic hit the outdoor recreation sector hard, “valuations have gotten attractively low,” and Royce has begun dipping back into it, the article reports. RV companies, as well as those in the hunting, camping, and fishing realms are all holding up, especially with increased demand coming out of the pandemic.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Nationwide Financial

APRIL 10, 2023

trillion of debt due through 2025, with Morgan Stanley estimating that office and retail property valuations could fall 40%. Strength was seen in leisure and hospitality health care, government, and professional and business services, while retail and construction contracted. The unemployment rate fell to 3.5%

Marketing 59

Marketing Marketing Retail Banking 59

Zoe Financial

JULY 17, 2023

25% rally over the last 9 months for stocks, mainly driven by valuation expansion. June retail sales and housing market data. Nasdaq was up 3.3%. Up 35% year-to-date. Main reason for market enthusiasm has to do with the inflation numbers for June. For earnings, companies are reporting above expectations. Stay tuned for next week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Brown Advisory

FEBRUARY 26, 2021

Valuations seem stretched, and there may be many signs that animal spirits are soaring. The 2021 ISG Annual Outlook examines key market dynamics including: Signs of speculative excess including the boom in special purpose acquisition corporations (SPACs), the boom in retail trading volumes, and the sharp rise in the price of cryptocurrencies.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Validea

APRIL 14, 2023

The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. In a second consecutive week of outflows, Bank of America clients sold off around $2.3 billion in U.S. equities, reports an article in Financial Advisor.

Banking 52

Banking Clients Retail Portfolio 52

Truemind Capital

JANUARY 16, 2024

Euphoric retail investor sentiments boosted the BSE Mid and Small Cap index by 14% and 13% respectively. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Nationwide Financial

NOVEMBER 21, 2022

Retail investors continue to aggressively allocate to equities, with $23 billion of inflows into equity funds and ETFs in the latest week, the fastest pace since March, per EPFR data. However, this is actually a sustainable situation where market returns appear modest but are instead growing into their valuation.

Marketing 52

Marketing Marketing Retail Valuation 52

Trade Brains

SEPTEMBER 11, 2022

The healthcare sector in India broadly includes hospitals, pharmaceutical companies & standalone pharmacies, diagnostic services, medical equipment and supplies, medical insurance, telemedicine companies, medical tourism, and retail healthcare. How Does The Valuation Of The Company Look? Fortis Healthcare Limited. 163.83 -137.34

Healthcare 52

Healthcare Portfolio Medical Valuation 52

Nationwide Financial

AUGUST 15, 2022

Bears point out that inflation remains historically high, valuations are above historical averages with risk to 2023 earnings, and retail investors have yet to have a capitulation moment. Next week will give additional clues on the health of the consumer, with housing data and retail sales. ahead of the 52.3 What to Watch.

Marketing 52

Marketing Marketing Retail Food 52