SA: SoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'
SEEKING ALPHA reports: SoftBank Group (OTCPK:SFTBY) founder Masayoshi Son regrets selling Nvidia (NASDAQ:NVDA) shares five years ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
SEEKING ALPHA reports:
Return on equity for the broader market has been lackluster for the past three quarters and this year will likely see drop in median S&P 500 (SP500) (NYSEARCA:SPY) ROE, according to Goldman Sachs.
“An upwards inflection in S&P 500 ROE will be difficult to achieve in 2023, as headwinds from a higher cost of capital and higher taxes will place further strain on profitability,” equity strategist David Kostin wrote in a note.
Goldman is rebalancing its ROE growth basket, which outperformed S&P 500 ROE by 10 percentage points in 2022.
The basket “is sector neutral to the S&P 500 and contains 50 stocks with the highest consensus-expected ROE growth during the next 12 months,” Kostin said. “The median stock in the basket is expected to grow ROE in the next 12 months by 12% vs. -6% for the median S&P 500 company.”
The stocks in the growth basket by sector are…
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