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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Follies who wrote (164428)	10/28/2020 6:41:35 PM
From: TobagoJack	Respond to of 218163

<<strong>> do we know stock of any companies w/ truly strong balance sheet? barrons.com Stocks With Solid Balance Sheets Have Been 2020 Winners. They Will Be Again in 2021. Teresa RivasOct. 28, 2020 7:15 am ET Cruise lines are among the companies Goldman Sachs rates highly for the quality and quantity of their investment spending.Joe Raedle/Getty Images Amid the tumult of 2020, safety-seeking investors have rewarded companies with strong balance sheets, but they also want growth. Goldman Sachs says that means that companies willing to put their cash to work can continue to outperform in 2021. Analyst Ryan Hammond took a look at stock performance this year, writing that the companies with “the strongest balance sheets and firms spending the most on cash mergers and acquisitions” have been clear winners. The firm’s basket of 50 companies with strong balance sheets is up 26% year to date, making it the bank’s best-performing thematic strategy, he said in a note dated early Monday morning. It has far outpaced both the S&P 500 and a basket of weak-balance-sheet stocks. “In contrast with history, many of the strongest balance sheet stocks are also the fastest-growing firms,” Hammond wrote. “The basket has also dislocated from traditional measures of solvency risk such as credit spreads, suggesting that investors are seeking the cash flow flexibility and growth—rather than just the safety—of strong balance sheets.” While the group has historically traded in line with the market, companies that are spending the most on M&A have outperformed the S&P 500 since the start of last year, he notes. In 2021, Goldman Sachs estimates that the economy will see a swift pickup in activity, which, along with a slightly weakening dollar, should continue to support this corporate strategy. “During reflationary environments, companies investing for growth (capital expenditures and R&D, M&A) have typically outperformed,” Hammond wrote. leading him to recommend stocks the firm ranks highly for the quantity and quality of their spending, heading into the new year. Some of the components of that basket could certainly use good news after a rough 2020. New additions to the group include the cruise lines— CarnivalCorp. (CCL), Norwegian Cruise Line Holdings (NCLH), and Royal Caribbean(RCL)—which have taken a beating as the pandemic restricts travel. Also on the list is Boeing (BA), which has been hurt by the same trend, not to mention its troubles with the grounded 737 Max jet. Western Digital (WDC), which has struggled with a weak outlook, was also recently added to the list. Other companies recently added have had good 2020 runs, including Hormel Foods (HRL), which has gained as more meals are cooked at home, DexCom (DXCM), and Copart (CPRT). Write to Teresa Rivas at teresa.rivas@barrons.com

To: Follies who wrote (164428)	10/29/2020 5:35:24 AM
From: Haim R. Branisteanu	1 Recommendation Recommended By marcher Read Replies (1) \| Respond to of 218163

the compensation structure of the upper 1% to 5% is way out of line more so if the person compensated is in the management of a public company - thier income is on the expense of the share holder. There is a huge difference and a lot of misconception between socialism and capitalism - we are now in the extreme side of capitalism. - winner takes it all - which is ending up in political urest and revolutions. You can not contradict history Steve Jobs took $1 in compensation the rest in shares options - this is the best example of executive compensation and AAPL thrived as a company with a CEO with $1 compensation. See the compensation of Supreme Court Judges - Associate justices on the Supreme Court make $255,300, while the Chief Justice, currently John Roberts, makes $267,000. These salaries usually increase by $2,000-$3,000 each year. Attorney's Managing partners at the big law firms earn more!!! CEO's of public corporation way mush more - too much