Not exact matches
The American public still believes in immigration, free trade,
debt reduction, and tax reform, sometimes by
large margins.
The «officially tabulated» mainstream b.s. reports are not picking up the numbers, but the
large credit card issuers (like Capital One) and auto
debt issuers (like Santander Consumer USA) have been showing a dramatic rise in troubled credit card and auto
debt loans for several quarters, especially in the sub-prime segment which is now, arguably the majority of consumer
debt issuance at the
margin.
Prior peak earnings were, indeed, an artifact of unrealistically high profit
margins and return on equity, driven by
large amounts of
debt - financed leverage.
I usually figure that we'll end up at a 70LTV which also helps the
debt cover and provides a
larger margin of safety, which is half the battle from a value investing standpoint.
Seeks to capture
large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of
large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p / e / g ratios, asset turnover rate, operating
margin,
debt / equity ratio, free cash flow, relative price strength, etc..
While the occasional losing year is almost inevitable if you invest in the stock market, you should be leery of pursuing a strategy — like buying stocks with
margin debt or purchasing leveraged exchange - traded index funds — that can result in
large losses, because you need huge gains to recover from such losses.
He advises a broad range of financial and corporate clients on the structuring, negotiation and execution of various equity - linked transactions, including public and private convertible
debt and preferred stock issuances and associated derivative transactions, accelerated share repurchase programs, registered forward sale transactions,
margin loan transactions in respect of
large stakes in publicly traded companies, and equity - linked hedging and monetization transactions.