Luxembourg - based Altisource Portfolio Solutions has
a very interesting earnings and price correlated graph.
Credit Acceptance Corp offers
a very interesting earnings and price correlated graph.
Not exact matches
Equities really have had the best of all worlds these past few years, with
earnings growth in the double digits and financial conditions remaining
very accommodative, despite the recent rise in both short - and long - term
interest rates.1 The combination of rising
earnings growth and benign financial conditions is a powerful set of tailwinds which usually drives stock valuations higher.
We all saw how HCP's
earnings and guidance essentially brought down the entire health REIT sector in February which no doubt created some
interesting buying opportunities within the space as stock price swoons gave us some
very enticing yields in several health REIT names.
There is probably truth in both of those, but I do think it is important, in considering claims of irrational exuberance, to note that the
earnings price ratio -
interest rate relationship is in a
very difference place than it has been in past peaks.
We all saw how HCP's
earnings and guidance essentially brought down the entire health REIT sector in February which no doubt created some
interesting buying opportunities within the space as stock price swoons created some
very enticing yield.
I would like to get to your level however, and I'd be
very interested to know of any books or other resources which you have found useful, specifically with regards to adjusting
earnings numbers to the more real
earnings numbers.
But while investors might like to believe otherwise, stock market returns over short horizons are actually
very weakly related to
earnings growth,
interest rates, and even economic conditions.
Year - to - date PTPP
earnings of $ 165.9 million increased 6 % as the positive impact of
very strong 9 % loan growth was partially offset by an 11 basis point decrease in net
interest margin, an 8 % increase in non-
interest expenses and 6 % lower non-
interest income.
PTPP
earnings were 4 % higher, reflecting the combined benefits of
very strong 4 % loan growth, a 32 % increase in non-
interest income and relatively stable net
interest margin, partially offset by higher non-
interest expenses.
The movement of benchmark
interest rates, coupled with significantly lower lending volumes and surging prices for collateral, could make Q3 ’17 a
very interesting — and treacherous —
earnings period for financials with exposure to MSRs and other aspects of residential housing finance.
With
interest rates so low, strengthening the balance sheet produces
very little incremental
earnings.
That final bit is
interesting in relation to Google's indie bookseller angle, — a
very savvy PR move on their part, partnering with the likes of mega-independent Powell's and smaller retailers like WORD via the ABA's IndieCommerce platform — and the belief that this somehow levels the playing field, as if ebooks have been the issue all along, as opposed to Amazon's perfecting ecommerce while Jeff Bezos ignored the pundits who focused only on his quarterly
earnings in the early years.
Share your thoughts on this
very interesting author
earnings report.
The Business of Being an Author: A Survey of Authors
Earnings and Contracts was commissioned by the Authors» Licensing and Collecting Society found some very interesting facts on the viability of author e
Earnings and Contracts was commissioned by the Authors» Licensing and Collecting Society found some
very interesting facts on the viability of author
earningsearnings.
The latest February 2016 Author
Earnings Report has some
very interesting data.
Rising
interest rates will likely have significantly negative effects on utility stocks and other stocks that have
very slow growth and pay out the vast majority of their
earnings has dividends.
Insurance stocks will
very likely see increased
earnings from rising
interest rates.
At the time of the spin - off, we thought SLM was
interesting because it would grow
very quickly and we thought the student loan origination platform was a valuable asset, but we didn't buy the stock because it traded at 25x
earnings and a portion of the
earnings were gains from selling new loan originations.
It is
interesting to see that Acacia Research has generated an annualized rate of return of almost 25 % per annum over the past decade which correlates
very closely (30.6 %
earnings growth versus 24.9 % annualized rate of return) to the company's
earnings growth rate.
The
very low
interest rates reflect deflation concerns and extreme skepticism about
earnings from stocks.
When
interest rates get
very low, it reflects deflation concern and skepticism about future
earnings.
These metrics represent a
very solid balance sheet showing a reasonable overall debt load and more than sufficient
earnings to cover
interest payments.
This is a
very interesting example where price tracked the P / E ratio of 15 until
earnings began accelerating in 2008.
Calculating
interest and future
earnings is
very crucial when choosing which bank to put your money in.
Since I have been accurate on most current themes — the major political developments, on Europe, on recessions, on
earnings growth, and on the market, as well as rising
interest rates — I would be
very interested to see a comprehensive analysis of yours!
The three cards are
very similar in many regards, including their miles -
earnings ability,
interest rates, priority boarding privileges and shopping protections.