Posts tagged Value Pickr
Long term investment strategy (Buy, hold but don’t forget) (30-11-2023)
Equity market earnings grow slower than GDP due to entrepreneurial capitalism driving GDP growth, not existing enterprises. Historical data suggests a 2% lag in US stock prices and dividends compared to macroeconomic growth. For future returns, consider a dividend rate of 1.5-2% and dividend growth 2-3% less than India’s nominal GDP growth. Source: William Bernstein and Rober Arnott, “Earnings Growth: The 2% dilution”, Financial Analysts Journal, 2003.
Long term investment strategy (Buy, hold but don’t forget) (29-11-2023)
Earnings of equity market must grow slower than GDP because the growth of existing enterprises contributes only part of GDP growth. The role of entrepreneurial capitalism, the creation of new enterprises, is a key driver of GDP growth, and it does not contribute to the growth in earnings and dividends of existing enterprises.
During the 20th century, growth in US stock prices and dividends was 2% less than underlying macroeconomic growth.
Source: William Bernstein and Rober Arnott, “Earnings Growth: The 2% dilution”, Financial Analysts Journal, 2003.
The total return of the market (broad market index like nifty 500) is comprised of dividend & divided growth in a long time frame. The best assumption to make to calculate future return is dividend rate at 1.5 to 2% and for dividend growth rate 2 to 3% less than the nominal GDP growth rate of India.
TCS opportunity (29-11-2023)
For buyback on proportionate basis, is it in the proportion of shares tendered or the shares held as of record date?
Thank you
Praveen
SmallCap Hunter : Trying to find the dark horses with triggers (29-11-2023)
Now you can say that you were too early to exit Integra Eng
Investing Basics – Feel free to ask the most basic questions (29-11-2023)
Anyone has a good Excel template or online method to track stock purchases and portfolio – mainly taking care staggered purchase and of splits and bonuses?
Thanks
Investing Basics – Feel free to ask the most basic questions (29-11-2023)
Anyone has a good Excel template or online method to track stock purchases and portfolio – mainly taking care staggered purchase and of splits and bonuses?
Thanks
Avanti Feeds (29-11-2023)
This is a normal H1 phenomena, please look at payables at end of each H1 during past few years, this year its not abnormal.
