Sentences with phrase «on corporate profit margins»

Raj Yerasi, a money manager based in New York, has taken on the unenviable task in the following guest post of arguing the case that the increasing influence of foreign earnings on corporate profit margins means that the ratio in the chart overstates future mean reversion in earnings:

Those posts sparked some intense debate in the comments and offline about the increasing influence of foreign profits on corporate profit margins, and how this change may have permanently shifted up the mean for corporate profits as a proportion of GDP.

That puts pressure on corporate profit margins and theoretically should lead to higher inflation.

Not exact matches

On the profits front, we've developed a number of approaches over the years to understand what drives cyclical fluctuations in profit margins (see for example Recognizing the Valuation Bubble in Equities and The Coming Retreat in Corporate Earnings).

Japan's relatively low corporate profit margins mean a given increase in revenues can have an outsized impact on earnings.

Wall Street is placing a pathological over-reliance on a single year of forward operating earnings as a complete summary of future corporate prospects, without any adjustment for the level of profit margins.

On a number of metrics, corporate profit margins have reached multiyear highs and exceeded prior - cycle levels.

Point is, there are a lot people that can't afford health insurance and there is a lot of wasteful spending and massive profit margins on the corporate side.

Even considering the combined effect of somewhat greater international sales on somewhat higher profit margins, it is impossible to account for the overall change in corporate profit margins on that basis.

Returns on equities are impossible to predict, but the McKinsey researchers point to several factors that have changed since the «golden era,» including lower inflation, lower interest rates, slower economic growth and slimmer corporate profit margins due to greater competition.

Hormel's corporate culture is all about long - term profit maximization, which has allowed it to generate strong, consistent, and growing margins and returns on shareholder capital over time.

Today more than ever the question of whether the stock market is overvalued or reasonably valued depends on whether corporate profit margins are abnormally elevated or sustainable.

Corporate profit margins are presently 70 percent above the historical mean going back to 1947, as I've discussed earlier (see, for example, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competiprofit margins are presently 70 percent above the historical mean going back to 1947, as I've discussed earlier (see, for example, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetiProfit, GDP and Competition).

I've posted here regularly about the implications of mean reversion in elevated profit margins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competiprofit margins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competmargins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetiProfit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetMargins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetiProfit, GDP and Competition).

-LSB-...] To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competition).

Valuation thought model (this is everything I have been discussing, from how to come up with Central Value to thoughts on corporate profits and profit margins and interest rates)

Developed productivity reports on financial declines and profit margins based on corporate goals for store for Manager, using Word

Commodity Components International (Peabody, MA) 9/2001 — 9/2003 Technology Broker • Sourced and sold computer hardware products to major computer retailers, resellers, and corporate end - users worldwide • Managed the entire sales and purchasing cycle, including prospecting, opportunity development, sales negotiations, and supporting relationships with potential buyers and potential product suppliers • Achieved roughly $ 50,000 a month in gross profit — based on an average of 10 % margin per sale — which greatly exceeded the $ 10,000 monthly gross profit expected out of a second year sales professional at the firm