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Started By
Message
Trump Tax Windfall Going to Capex Way Faster Than Stock Buyback, largest capex in 7 years
Posted on 5/2/18 at 4:34 pm
Posted on 5/2/18 at 4:34 pm
quote:
Chalk up a win for capex.
After months of heated debate over whether companies would hand the biggest tax break in three decades back to shareholders or reinvest it in their businesses, there’s finally some hard data.
Among the 130 companies in the S&P 500 that have reported results in this earnings season, capital spending increased by 39 percent, the fastest rate in seven years, data compiled by UBS AG show. Meanwhile, returns to shareholders are growing at a much slower pace, with net buybacks rising 16 percent. Dividends saw an 11 percent boost.
quote:
The data is a fresh rebuttal to those who warned that hundreds of billions of dollars of tax relief will head directly to the stock market and be harvested by shareholders already fattened by a nine-year bull market. While buybacks indeed got a boost from the windfall, companies increased the rate at which they unleash cash for building factories and upgrading equipment, a strategy that’s preferred by investors for the benefit of future growth.
LINK
Posted on 5/2/18 at 4:37 pm to HailHailtoMichigan!
Yes but does this make up for the dead lining the streets as a result of tax cuts?
Posted on 5/2/18 at 4:37 pm to HailHailtoMichigan!
you mean they arent just putting it in a box and burying it like Losh said?
Posted on 5/2/18 at 4:38 pm to HailHailtoMichigan!
omg the winning must stop
Posted on 5/2/18 at 4:47 pm to HailHailtoMichigan!
this article only talks about percentage change in capex & buybacks/dividends, and not talk about the actual change in each?
i mean it doesn't even mention the starting point for each. don't we already know that investment has been low & profits high?
we need to see a spike in private domestic investment and/or wages. not only that, it needs to be sustained
this is not very helpful for informing the debate. it's only helpful for narrative purposes
i mean it doesn't even mention the starting point for each. don't we already know that investment has been low & profits high?
we need to see a spike in private domestic investment and/or wages. not only that, it needs to be sustained
this is not very helpful for informing the debate. it's only helpful for narrative purposes
Posted on 5/2/18 at 4:48 pm to HailHailtoMichigan!
quote:This was before Apple announced its massive buyback right?
with net buybacks rising 16 percent.
Posted on 5/2/18 at 4:51 pm to buckeye_vol
quote:
This was before Apple announced its massive buyback right?
sample includes:
quote:
Among the 130 companies in the S&P 500 that have reported results in this earnings season
we'll start seeing official data on private investment and wages soon enough
Posted on 5/2/18 at 4:53 pm to 90proofprofessional
quote:
this article only talks about percentage change in capex & buybacks/dividends, and not talk about the actual change in each?
using percentages is way to normalize across companies and across sectors.
you know that. why quibble? Are you angry?
Posted on 5/2/18 at 4:54 pm to HailHailtoMichigan!
Repatriation holidays = stock buybacks
Move to participation exemption = reinvest through capex spending
Move to participation exemption = reinvest through capex spending
Posted on 5/2/18 at 4:55 pm to Adam Banks
quote:
but does this make up for the dead lining the streets as a result of tax cuts?
how do I tell if Im stepping over dead bodies from tax cuts or net neutrality?
Posted on 5/2/18 at 4:57 pm to CptBengal
Probably angry. It’s hard to spin doom and gloom with reports like that. I am literally screaming at the sky right now
Posted on 5/2/18 at 4:57 pm to 90proofprofessional
quote:
90proofprofessional
You are such a curmudgeon on this board now.
Posted on 5/2/18 at 4:57 pm to CptBengal
quote:
using percentages is way to normalize across companies and across sectors.
we haven't been told anything about the relative baselines of capex vs these various forms of profit-taking
if the baselines are very different, "normalizing" does the opposite of informing one
you know that.
Posted on 5/2/18 at 4:58 pm to 90proofprofessional
What narrative do you buy? Are you upset that more tax money won't be going to government programs?
Posted on 5/2/18 at 4:58 pm to Mo Jeaux
quote:
You are such a curmudgeon on this board now.
I do bristle at undue cheerleading, it's true.
Posted on 5/2/18 at 4:59 pm to 90proofprofessional
quote:
we haven't been told anything about the relative baselines of capex vs these various forms of profit-taking
if the baselines are very different, "normalizing" does the opposite of informing one
the graph and data are clearly y/y. It says so. The baseline is an autoregressive one.
seriously, Trump winning broke you just as bad as VOR.
Posted on 5/2/18 at 5:00 pm to NIH
quote:
What narrative do you buy?
like i said, i'll see after investment & wage data has started rolling in
Posted on 5/2/18 at 5:01 pm to 90proofprofessional
quote:From April 26th.
sample includes:
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