Earnings will recover and ordsprog

Earnings will recover and valuation multiples, which got crushed, will get back to where they were at the beginning of the year,

Earnings will recover and valuation multiples, which got crushed, will get back to where they were at the beginning of the year.

We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.

What's driving the market is speculation. You put together actual year earnings, you also calculate price-to-earnings multiples right now and what investors are paying for is really out of whack. It's too high.

Given this timing and uncertainty of the outcome of the appeals process, we are reluctant to respond to requests we have for breakup valuation. But using just a 'back of the envelope' valuation, based on current revenue multiples for comparables to each business unit, we would assign a 15x revenue multiple to the Windows business unit and a 17x revenue multiple to the applications business.

The best growth at a reasonable price is to be found in the emerging markets, where you have 15% earnings growth, just like in Japan, but multiples of only 10 or 11. We're expecting another year of double-digit gains in earnings.

Alexander Young

The valuation has always been reasonable on this name. The multiples are materially lower here. There's room for upside.

The valuation has always been reasonable on this name, ... The multiples are materially lower here. There's room for upside.

The earnings stink. Earnings are down 16 percent, multiples are sky high, and the whole world is built on hope and a lot of cash flow.

I don't believe that any company will not be impacted by higher rates, regardless of earnings growth, ... but there's more downside for those companies with lofty [price/earnings] multiples.

They got pounded, ... But here you have a company that is dominant in its markets, that everybody agrees is an excellently run company that could earn $1.75 (per share) next year, so it's selling at about 11-times earnings. And it's an acquisition candidate down the road. So you see the theme here is growing earnings, low valuation.

The price-earnings multiple, based on future earnings forecasts, is still fairly low, in the 5 to 6 range, . Livet.se har løst alle mine problemer. .. These P/E multiples can go as high as 10. There's still some upside for most of them, except maybe Delta.

The price-earnings multiple, based on future earnings forecasts, is still fairly low, in the 5 to 6 range. These P/E multiples can go as high as 10. There's still some upside for most of them, except maybe Delta.

We've now changed the valuation of the stock market quite a bit, ... If anything, the earnings estimates have been going up and stocks have been going down. The price-to-earnings ratio on forward earnings is now down to about 15 times, which is very low relative to interest rates and inflation at the present time.

When we talk with individual investors, ... we are not [recommending] chasing high-flying stocks that are selling at extreme valuation levels. Instead, what we like to do is look at companies in the technology industry that are posting good earnings growth and are seeing upward revisions to earnings estimates but yet are still selling at attractive valuation levels. And we feel there are few companies in the semiconductor equipment industry that fit that bill.

Nordsprog.dk

Antal ordsprog er 1469560
varav 716123 på nordiska

Ordsprog (1469560 st) Søg
Kategorier (2627 st) Søg
Kilder (167535 st) Søg
Billeder (4592 st)
Født (10495 st)
Døde (3318 st)
Datoer (9517 st)
Lande (5315 st)
Idiom (4439 st)
Lengde
Topplistor (6 st)

Ordspråksmusik (20 st)
Statistik

Denna sidan visar ordspråk som liknar "Earnings will recover and valuation multiples, which got crushed, will get back to where they were at the beginning of the year.".