Remove Retail Remove Taxes Remove Valuation
article thumbnail

Research links: persistent investment factors

Abnormal Returns

on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. indexologyblog.com) Inflation makes tax efficiency all the more important. quantpedia.com) Retail attention is a mixed blessing for stocks. (advisorperspectives.com) A history of quant investing and the state of the factor zoo.

Investing 287
article thumbnail

Thursday links: the cause of bubbles

Abnormal Returns

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. axios.com) Funds Tax efficiency is the secret sauce of ETFs. Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Market Insights: November 18th, 2024

Cornerstone Financial Advisory

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.

article thumbnail

Understanding Shareholder Yield: Beyond Dividend Yield

Validea

Tax efficiency: In some cases, buybacks may be more tax-efficient than dividends for shareholders. HVT) Haverty Furniture is a specialty retailer of residential furniture and accessories, operating primarily in the Southern and Midwestern United States. (HVT) Haverty Furniture Companies, Inc.

article thumbnail

Weekly Market Insights | October 21st, 2024

Cornerstone Financial Advisory

3 Midweek, news of stronger-than-expected retail sales report contributed to overall market momentum. Retail sales rose a seasonally adjusted 0.4 The two tax credits available are the American Opportunity Tax Credit and the Lifetime Learning Credit. This information is not a substitute for individualized tax advice.

article thumbnail

Weekly Market Insights | October 14th, 2024

Cornerstone Financial Advisory

Inflation Moves Markets Despite news that showed retail inflation continued to decelerate in September, anxious investors focused on the fact that CPI came in slightly warmer than economists expected for September. Thursday: Retail Sales. However, anyone under an IRS tax lien could find their ability to travel hampered.

article thumbnail

Stripe: IPO? Tender offer? What to know for 2023

Harness Wealth

How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe is facing a hefty tax bill associated with the equity compensation of its many employees.

Taxes 52