Andrew Stolz

JANUARY 16, 2022

The hedge fund values the e-commerce business as a stand-alone business more than the total market cap of Kohl’s. Share repurchases and dividends. Kohl’s share price has chronically underperformed the market. The dividend yield could return to 5% in 2022. EBIT margin expansion in 22E probably only short-lived.

Dividends 52

Dividends EBIT Marketability Business Valuation 52

Musings on Markets

JANUARY 5, 2024

I have also developed a practice in the last decade of spending much of January exploring what the data tells us, and does not tell us, about the investing, financing and dividend choices that companies made during the most recent year.

Dividends 98

Dividends Risk Premium Equity Book Value 98

Valutico

NOVEMBER 14, 2022

This strong financial performance is also reflected in the stock market as TotalEnergies is currently trading at €57 per share, which is a year-on-year increase of roughly 30%. This strong share price performance was further bolstered by an average gross annual dividend yield of roughly 6% over the past 10 years.

EBIT 52

EBIT Equity Dividends EBITDA 52

Valutico

NOVEMBER 14, 2022

This strong financial performance is also reflected in the stock market as TotalEnergies is currently trading at €57 per share, which is a year-on-year increase of roughly 30%. This strong share price performance was further bolstered by an average gross annual dividend yield of roughly 6% over the past 10 years.

EBIT 52

EBIT Equity Dividends EBITDA 52

Valutico

MARCH 1, 2023

Furthermore, the company increased dividends by 10% and announced that it will buy back GBP 2.3 (USD In 2019, the company announced that it plans to reduce its oil and gas output by 40% by 2030. In comparison to BP’s market capitalization of GBP 101 (USD 122) billion we suggest that the company is slightly undervalued.

Discounted Cash Flow 52

Discounted Cash Flow Net Debt EBIT Equity 52

Andrew Stolz

NOVEMBER 28, 2021

Also, Tata is likely to maintain its current dominant market share of 70% in India. Given its losses over the past years, it did not pay out any dividends since 2016. We assume that there will be no dividends at least for the next 3 years. CAPEX is likely to stay much lower than 2017 to 2019 level. Ratios – Tata Motors.

Dividends 52

Dividends EBIT Equity Business Valuation 52