Sentences with phrase «though valuation based»

Don't scoff at dividends when you are looking at capital gains as, the route through highest capital gains is often though valuation based on dividends.

Not exact matches

Over the short - term, unfortunately, there is no assurance that investors or analysts will quickly recognize that this market is trading on the basis of false premises about earnings and valuation (though my impression is that those who wake up based on reasoned argument and evidence will be better off than those who wake up based on investment losses).

Though we correctly avoided the damage to financials on the basis of valuations and market action, market action in consumer stocks has deteriorated surprisingly - suggesting more weakness is likely than I had envisioned.

The most reliable measures of individual stock valuation we've found are based on formal discounted cash flow considerations, but among publicly - available measures we've evaluated, price / revenue ratios are better correlated with actual subsequent returns than price / earnings ratios (though normalized profit margins and other factors are obviously necessary to make cross-sectional comparisons).

On the basis of valuation measures most tightly related to actual subsequent long - term market returns, we also estimate that the S&P 500 is likely to be lower 12 years from now, compared with current levels, though dividend income may push the total return just over zero on that horizon.

The Sounders» valuation of Gonzalez is not based on what Dynamo once paid, though, and surely have their own calculation.

1) Though I think it could be applied more broadly than to just the S&P 500, valuation - based investors can do better by:

Long - Short Equity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momentum.

Even though there has been a lot of commentary around current high stock valuations against lackluster earnings growth for the S&P 500, it is «neither practical or precise» for an investor to use this as a basis for lowering their exposure to stocks or selling their portfolio.

Thanks — put another way though — if you just buy a portfolio of say low EV / EBITDA (just as an example), and you basically run 100 % exposure on that approach — does history say in expensive markets you plod on with the same or is there a demonstrable benefit in changing exposure based on overall market valuation?

Presuming a steady / substantial reduction in customer concentration (the NJ gaming launch will help, though it's off to a slow start), we may reasonably anticipate accelerated growth in GAME's intrinsic value, based on healthy revenue / profit growth & expanding valuation multiples.

Automated valuation estimators based on properties sold in the area, such as Zillow's Zestimate, which is shown on all active listings, are popular among customers, even though the values are notoriously inaccurate, and often cause headaches for REALTORS ® when buyers or sellers take these unreliable numbers too seriously.

Valuations, even though they've increased, are not as toppy on a relative basis as some of the other categories, but hospitality also has probably some long - term structural headwinds compared with the other categories.