Showing posts with label buybacks. Show all posts
Showing posts with label buybacks. Show all posts
Sunday, July 7, 2019

7/7/19: Investment for growth is at record lows for S&P500

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Interesting chart via @DavidSchawel showing changes over time in corporate (S&P500 companies) distribution of earnings: In simple ...
Wednesday, March 6, 2019

6/3/19: Expectations Sand Castles and Investors

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As raging buybacks of shares and M&As have dropped the free float available in the markets over the recent years, Earnings per Share (...
Sunday, February 24, 2019

24/2/19: Buybacks vs Capex

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U.S. corporates spending or 'investing' over the last 10 years: CapEx ($6.4T), including often non-productive M&As Buyback...
Saturday, December 8, 2018

8/12/18: Shares Buybacks Hit Diminishing Marginal Returns

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The S&P 500 Buyback Index Total Return data tracks the performance of the top 100 stocks with the highest buyback ratios in ...
Sunday, January 8, 2017

8/1/17: Corporate Cash: Organic Capex Still Sluggish

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In 2016, based on data from Goldman Sachs, 26 percent of aggregate S&P500 company cash went to fund shares buybacks, matching 2013 ra...
Sunday, May 15, 2016

15/5/16: Gamable EPS and Shares Buybacks

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EPS (Earnings per Share) is a corporate metric that is often pursued by the corporate managers and executives to increase their own payout...
Saturday, March 19, 2016

19/3/16: Shares Buy-Backs: The Horror Show of QE Cash Excesses is Back

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Remember the meme of the ‘recovery’? The story of years of rising shares buy-backs by corporate desperate to do something / anything wit...