SPGI

Investment Strategy in Recession: The author emphasizes the importance of buying solid companies during market downturns, suggesting that having cash on hand allows investors to take advantage of lower stock prices, like Zoom Communications, which may benefit from increased remote work during a recession.

Diversification and Caution: It is advised to maintain a diversified portfolio including healthcare, utility, and consumer-staples stocks, as well as bonds and non-U.S. equities, rather than attempting to time the market, especially given the unpredictable nature of economic conditions influenced by factors like trade wars and pandemics.

CARFAX Enhancements: CARFAX has improved its Total Loss Valuation Report by automating the calculation of taxes and fees, thanks to a partnership with Claim Toolkit, making it more efficient for claims professionals.

Widespread Adoption: Since its launch in 2020, the Total Loss Valuation Report has been widely adopted by insurance companies in the U.S., providing accurate vehicle valuations and reducing claim processing times.

Upcoming Financial Results Announcement: S&P Global will release its first quarter 2025 financial results on April 29, 2025, at 7:15 a.m. EDT, followed by a conference call and webcast at 8:30 a.m. EDT to discuss the results.

Access Information: The conference call will be accessible via telephone and webcast, with replays available for one year on their Investor Relations website.

Optimism in Private Equity and Venture Capital: A recent survey indicates that 71% of general partners (GPs) are more optimistic about the private equity deal environment compared to last year, with improved fundraising conditions and a focus on expanding access for retail investors.

Generative AI Integration: The survey highlights that generative AI technology is expected to play a significant role in investment workflows, particularly in areas such as due diligence, valuation analysis, and deal sourcing, despite concerns over macroeconomic factors like interest rates impacting returns.

JQUA Share Price Analysis: JQUA's share price is currently at $56.59, within a 52-week range of $49.605 to $60.7899, and technical analysis using the 200-day moving average can provide further insights.

ETFs Trading Dynamics: ETFs function like stocks but involve trading "units" that can be created or destroyed based on investor demand, impacting the underlying holdings significantly during notable inflows or outflows.

SPGI Stock Performance: SPGI's stock has a 52-week low of $407.69 and a high of $545.39, with the last trade recorded at $500.76.

Source of Information: The data regarding SPGI was sourced from Technical Analysis Channel.com, and the opinions expressed are those of the author, not necessarily reflecting Nasdaq, Inc.

S&P Global Inc Analysis: S&P Global Inc (SPGI) has received a 69% rating from Validea's Growth Investor model based on Martin Zweig's strategy, indicating strong fundamentals and reasonable valuations for growth stocks.

About Martin Zweig: Martin Zweig, known for his successful investment strategies, achieved an average annual return of 15.9% over 15 years through his stock recommendation newsletter and is recognized for his unique personal collection of memorabilia.

US Auto Sales Projections: S&P Global Mobility forecasts that U.S. auto sales in March 2025 will exceed 1.45 million units, reflecting a seasonally adjusted annual rate (SAAR) of 16.3 million units, driven by consumer incentives ahead of impending tariffs on imported vehicles and parts.

Market Risks and Trends: While the first quarter shows improved sales compared to last year, potential auto tariffs pose significant risks to future demand and production, with battery-electric vehicle (BEV) sales expected to reach an 8.5% share in March amid ongoing market volatility.

Home Price Trends: The S&P CoreLogic Case-Shiller Indices reported a 4.1% annual increase in U.S. home prices for January 2025, with New York leading gains at 7.7%, while Tampa experienced a decline of 1.5%.

Market Analysis: Rising mortgage rates and affordability issues have contributed to a cooling housing market, particularly in Sunbelt areas, despite some cities like New York and Chicago showing resilience in price appreciation.

Home Price Trends: The S&P CoreLogic Case-Shiller Indices reported a 4.1% annual increase in U.S. home prices for January 2025, with New York leading gains at 7.7%, while Tampa experienced a decline of 1.5%.

Market Analysis: Rising mortgage rates and affordability issues have contributed to a cooling housing market, particularly in Sunbelt areas, despite some cities like New York and Chicago showing resilience in price appreciation.

Changes to S&P Indices: Cava Group Inc. will replace Altair Engineering in the S&P MidCap 400 on March 31, 2025, following Siemens AG's acquisition of Altair. Additionally, Angi Inc. will replace The ODP Corp. in the S&P SmallCap 600 on April 2, 2025, due to IAC Inc.'s spin-off of Angi.

Market Representation: The ODP Corp.'s market capitalization is no longer representative of the small-cap market space, prompting its removal from the S&P SmallCap 600 index.

Moody's Warning on U.S. Fiscal Strength: Moody's has expressed concerns about the declining fiscal strength of the U.S., indicating that government policy changes could have significant long-term economic impacts, and that this decline may not be fully offset by the country's economic strength.

Credit Rating Agencies' Influence: The article highlights the critical role of credit rating agencies in determining debt affordability, while also noting criticisms regarding their methodologies and potential conflicts of interest, especially as they assign a negative outlook to the U.S.'s AAA credit rating.

Energy Sector Performance: Energy companies are leading midday trading with a 0.2% increase, driven by Occidental Petroleum and Trane Technologies, while the Energy Select Sector SPDR ETF is up 9.45% year-to-date despite some individual stock declines.

Financial Sector Update: The Financial sector shows minimal losses, with notable gains from Standard and Poors Global Inc and Invesco Ltd; the Financial Select Sector SPDR ETF has increased 4.38% year-to-date.

Independent Price Assessments: S&P Global Commodity Insights has launched the first independent price assessments for mixed plastic waste in the US and Europe, aimed at enhancing transparency and supporting the circular economy as chemical recycling technologies evolve.

Impact on Recycling Industry: The new assessments are expected to incentivize investments in recycling technologies, with projections indicating significant growth in pyrolysis-based recycling capacity in both Europe and the US over the coming years.

Independent Price Assessments: S&P Global Commodity Insights has launched the first independent price assessments for mixed plastic waste in the US and Europe, aimed at enhancing transparency and supporting the circular economy as chemical recycling technologies evolve.

Impact on Recycling Industry: The new assessments are expected to incentivize investments in recycling technologies, with projections indicating significant growth in pyrolysis-based recycling capacity in both Europe and the US over the coming years.

S&P Global Inc Analysis: S&P Global Inc (SPGI) has received a 69% rating from Validea's Growth Investor model, indicating strong fundamentals and reasonable valuations, with a focus on growth stocks showing accelerating earnings and sales growth.

Martin Zweig's Investment Legacy: Martin Zweig, whose strategies are followed by Validea, achieved an average annual return of 15.9% over 15 years, and is known for his successful stock recommendations and notable personal investments in luxury real estate and memorabilia.

Market Recovery: The S&P 500 has recovered from a correction, currently down only 7.8% from its all-time high, suggesting potential for further growth despite historical bear market risks.

Profit Margin Concerns: Current corporate profit margins are significantly above historical averages, raising concerns that a reversion to mean could lead to declines in both earnings and stock prices, potentially triggering a market crash.

Palantir Stock Decline: Palantir's stock has dropped nearly 30% from its all-time high due to a combination of market downturns, profit-taking by investors, and uncertainty surrounding tariffs and government spending cuts.

Valuation Concerns: Despite generating significant free cash flow and projected revenue growth, Palantir's stock remains highly overvalued compared to competitors, leading to concerns that it may continue to decline further.

Market Trends and Safe Stocks: During recent market turmoil, investors are turning to reliable dividend stocks like S&P Global and American Express, which have shown consistent performance and stability over the years.

Company Highlights: S&P Global has a strong position in credit ratings with a long history of dividend payments, while American Express continues to grow its financial services platform and attract younger customers, ensuring ongoing profitability and dividend reliability.

S&P Global Inc Analysis: S&P Global Inc (SPGI) has received a 69% rating from Validea's Growth Investor model, indicating strong fundamentals and reasonable valuations, with a focus on growth stocks showing accelerating earnings and sales growth.

Martin Zweig's Investment Legacy: Martin Zweig, whose strategies are followed by Validea, achieved an average annual return of 15.9% over 15 years, and is known for his successful stock recommendations and notable personal investments in luxury real estate and memorabilia.