However, I haven't been able to write about Colgate - Palmolive as much as I'd like over the past few years because
of valuation concerns.
Not exact matches
To justify its relatively high
valuation and fend off
concerns about slowing user growth, Snap has emphasized how important Snapchat is to its users, how long they spend on the app and the revenue potential
of the emerging trend for young people to communicate with video rather than text.
And in addition to its
valuation concerns, it now appears that Zenefits will miss its stated goal
of getting to $ 100 million in revenue under contract by January 2016.
Investors in highly valued start - ups have been
concerned about the willingness
of public market investors buy into those companies at or above those high
valuations, said Smith, also an IPO exchange - traded fund manager.
Butterfield, who says Slack still has not tapped any
of last October's $ 120 million, adds that he's not terribly
concerned that a macro pullback might lead to Slack later raising new capital at a lower
valuation.
The eye - popping price tags
of companies such as Fab, Pinterest and Snapchat have raised
concerns that
valuations have gotten out
of whack.
Credit Suisse recommends investing in global small and mid capitalisation European companies, saying that cheap
valuations support a bullish outlook despite the headwind
of regional outlook
concerns.
In what might represent the
concerns over Proton, Citi, for one, noted that the deal would improve the
valuation of the seller, raising its target price for DRB - Hicom's shares to 2.30 ringgit from 1.86 ringgit, keeping a Buy / High Risk call on the stock.
The chief executive
of Goldman Sachs Asset Management's (GSAM) international division played down fears
of a stock market correction despite
concerns over international trade and hefty
valuations.
The
valuation concerns really speak to how many investors believe that this rally is all because
of central bank actions.
The good news from credit conditions, hiring intentions and capital spending plans on the economy and likely earnings growth can provide upside appreciation potential while sentiment, intra-stock correlation and even
valuation suggest
concern... Overall, we can get to a 1,975 kind
of outcome, but we may also see choppier markets and early indicators on volatility also intimate reasons to be worried.
The
concern underscoring all
of these smaller issues has been
valuation.
The Motive for Speaking Up I have been talking about my
concerns about
valuations for the past couple
of years because, well, they've been rising very rapidly the past two years!
You should be more
concerned about the long - term
valuation of your shares, and minimizing the chance that you have the whole thing taken away from you.
To illustrate this cycle, last year, due to the frothiness
of the environment, our firm, Icon Ventures, looked at 155 deals and only pulled the trigger on three, with lofty
valuations being the primary
concern.
Of lesser concern to me are the usual issues of valuation and rising rate
Of lesser
concern to me are the usual issues
of valuation and rising rate
of valuation and rising rates.
That window
of vulnerability has been open for several months now, and the immediacy
of our downside
concerns would ease (despite obscene
valuations) only if market internals and credit spreads were to shift back toward evidence
of investor risk - seeking.
If those factors were positive here, our
concerns about immediate downside risks would be less pointed, regardless
of current
valuation extremes.
An improvement in market internals and credit spreads would indicate a resumption
of that speculative «meme» and would, despite obscene
valuations, reduce the immediacy
of our downside
concerns.
«The US dollar's recent currency
valuation is causing
concern among many economists because
of the impact that a stronger dollar will have on the country's exports.»
Country fund outflows
of $ 21 billion are focused in a group
of 10 locally - listed China A Shares funds, due to
concerns over
valuations and the impact
of the Shanghai Hong Kong Stock Connect program on ETFs.
As I emphasized last week, even if we had no
concern at all about a second wave
of credit strains, we would still be fully hedged here based on the present combination
of rich
valuations, overbought conditions, overbullish sentiment, and hostile yield pressures.
A good percentage
of the market's year - to - date gains have come on a quintet
of technology and internet names, but even absent that, more and more Wall Street analysts are
concerned about broad U.S. stock - market
valuations.
Thomas Peterffy, chairman
of the broker - dealer Interactive Brokers Group, expressed deep
concerns about the trading
of bitcoin futures last month, saying «there is no fundamental basis for
valuation of Bitcoin and other cryptocurrencies, and they may assume any price from one day to the next.»
These questions come as EM stocks have had a rollercoaster year, with
valuations beaten up by
concerns about China's economy, slowing global growth and lower commodity prices, just to name a few
of the headwinds facing developing markets.
Wendys Co (NASDAQ: WEN)'s new set
of objectives and targets through 2020 — including the addition
of 1,000 locations — are «intriguing» but overshadowed by
valuation concerns, according to Oppenheimer.
Not only were
valuations getting pretty close to fair value on the Rule
of 20 scale (19.2 in 04» 10, 18.7 in 04 ’11 and 17.3 in 03» 12, the latter admittedly more reasonable), but economic momentum stalled, leading to a soft patch and rising investor
concerns, aggravated by political chaos in Europe and the U.S.
Greenlight discussed its plan privately with GM for a number
of months but went public after the board dismissed the plan citing a number
of concerns, including
valuation uncertainty, the potential to jeopardize GM's investment grade credit rating, a lack
of established market demand and governance conflicts associated with a dual - class structure.
Nolte added that despite
concerns about the
valuation of the FAANG stocks, something he noted has persisted for years with little impact on the stock prices, the group's prospects remained strong by many measures.
Part
of Netflix's rally has been due a massively strong quarter
of its own, which was seen as calming
concerns that it its
valuation wasn't supported by its growth.
There's a tremendous amount
of financial anxiety in various global markets, whether it's economic issues with regard to trade or deficits, or
concerns regarding foreign exchange policies and
valuations.
Our own
concern about elevated profit margins is not that earnings will be weak over the completion
of the current cycle (though that increasingly appears likely), but that investors are using historically extreme profit margins and record earnings as if they are completely representative
of decades and decades
of future earnings, and are using those earnings figures as a sufficient statistic for
valuation.
This recent instability comes as yields have jumped from July record lows and investors have become
concerned about the implications
of higher bond yields for equity
valuations.
Recent stabilization in dollar
valuation, yuan exchange rate, as well as prices
of crude oil should ease some
concerns on the inflation front.
Nevertheless, three sources
of policy
concerns — economic conditions in China, dollar
valuation and prices
of oil, have largely stabilized in recent weeks.
This makes it a conservative measure
of market
valuation, so very high levels properly merit
concern.
While I consider this stance to be modestly constructive, I am clearly
concerned about both
valuations and the increasingly tenuous quality
of market action.
WeWork's
valuation has long been a topic
of debate, with industry experts expressing
concerns over the sustainability
of its business model, particularly for a company just 8 years old.
By itself, none
of this would be overly
concerning, but in conjunction with foaming - at - the - mouth bullish sentiment, stretched
valuations and a sharp slowdown in money supply growth, it is hard to be anything but
concerned.
Many
of these stocks have depressed
valuations due to
concerns that rising rates would increase their cost
of capital, decrease mortgage activity, lead to higher rates
of default, and decrease their attractiveness to yield - seeking investors.
Shiller, on the other hand, is more
concerned about the stock market based on his
valuation method, the cyclically adjusted price - earnings (CAPE) ratio, which is based on an average
of 10 years» worth
of earnings.
This is an incredible sign
of resilience from a market that has recently been plagued by
concerns of a trade war, data regulation, tightening monetary policy, abnormally high
valuations, and more.
Stock markets are tumbling int he wake
of the decision but given the recent strength in equities, in the face
of the rising interest rate expectations, we don't expect a serious move lower after the decision, despite the
valuation concerns.
It looks to be a combination
of concerns regarding the launch
of the iPhone X and psychological factors surrounding its
valuation.
Who can deny that if our politicians and bankers had displayed greater trustworthiness — if they had humility before the uncertainties
of valuation and greater
concern for the effect
of their actions on others — then this crisis would be less painful?
There are great differences between the ways
of thinking, the
valuations, and the orientations that arise out
of these two foci
of attention and
concern.
This
concern with uniqueness is a natural corollary
of Buber's belief that the absolute is bound to the concrete and not to the universal and his corresponding
valuation of the particular over the general.
The weighting
of concern, the attitude toward the neighbor, the
valuation of possessions and power, all arise out
of the perception which is in tension with the acknowledgment
of God's superior reality.
The issue
of divine temporal
valuation transcends these theodical questions, for it
concerns the very nature
of God as a living God.
The claim
of Dewey and others that all knowing involves aesthetic
valuation is intimately associated with the idea that knowing is purposive, that it is guided and given form by some end in view, some active
concern of the knower.