Sentences with phrase «because holding stock»

Obviously an extreme example, but the concept illustrates the point that just because you hold stocks for years and years and pay very low taxes doesn't mean that your after tax ROE will be any better than an investor who pays a lot of tax and achieves a much higher pretax return.

This liquidation occurred because holding stocks was no longer profitable.»

I like your Global Balanced Momentum (GBM) model because it holds both stocks and bonds.

I generally play in the green zone because I hold stocks for 3 years on average.

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.because then it moves on to someone else's plate and we don't hold the stake in it.»

(This is due to the fact that the Dow index is price - weighted, and because Goldman Sachs is now its most expensive stock at $ 242 per share, that bank holds bigger sway on the index average.)

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

This is because the turbulence that rocked markets earlier this year forced them to shed stock holdings as they tried to rebalance their exposure to volatility.

One of them, Berkeley's Emmanuel Saez, said the incomes of the richest Americans surged last year in part because they cashed in stock holdings to avoid higher capital gains taxes that took effect in January.

Bill Miller, the famed value investor who manages the Miller Opportunity Trust mutual fund and holds 16 % of its portfolio in airline stocks, imagines a new normal in which airlines remain profitable during slumps because of their newfound discipline on capacity.

The move rattled investors because the sanctions require that U.S. citizens must divest of any stocks, bonds or other holdings in the targeted firms by May 7.

Icahn does not have this privilege, however, because a condition of this proxy access is that shareholders must have held at least 3 % of the company's stock for at least three years.

Its shares have underperformed the wider stock market this year because of the company's exposure to troubled retailers such as Sears Holdings.

George Askew, an analyst with Stifel, upgraded the stock from a hold to a buy because of the company's rapid growth on the mobile search side.

My reasoning: Return would be lower than Dividend Investing above because index funds need to hold stocks yielding 1 and 2 % as well as those yielding > 3 %.

Because some of the investors hold a type of stock that endows them with an outsize number of votes, they have about 40 percent of Uber's voting power.

One of the biggest reasons why investors fail is because they hold onto stocks that continue to lose money day after day.

Because of the ten - to - one voting ratio between our Class B and Class A common stock, the holders of our Class B common stock collectively will hold more than a majority of the combined voting power of our common stock upon the completion of our initial public offering, and therefore such holders will be able to control all matters submitted to our stockholders for approval.

As broad market conditions have been eroding over the past month, subscribers of The Wagner Daily newsletter who have been following the signals of our market timing system should be quite happy now because they would have been out of all long positions of individual stocks just a few days before last Friday's (October 19) big decline, thereby avoiding substantial losses and the pain that is now being felt by traditional «buy and hold» investors right now.

These criteria are very similar to our Stock Rating Methodology, because the performance of a fund's holdings equals the performance of a fund.

We don't have any policy against holding techs and financials - we're simply avoiding them here because they fail to satisfy the requirements of our stock selection criteria.

We have made the proxy materials available to you over the internet or, in some cases, mailed you paper copies of these materials because the Board is soliciting your proxy to vote your shares of our common stock at the annual meeting to be held on Tuesday, April 27, 2010 or at any adjournments or postponements of this meeting.

I followed Blockbuster very closely for a few months after my departure, partly because I still held stock and options.

Eveillard became particularly famous for his stance that value investors should buy stocks on margin because the objective is to hold stocks for long - term appreciation.

I also don't want to use post-tax money to invest in real estate because of the capital gains I'd incur if I sold my stock holdings.

These paper gains and losses will change each quarter as the prices of the stocks change, and Mr. Buffett said that because Berkshire holds $ 170 billion of stocks, the impact on Berkshire's bottom line could be significant.

Further, because most most U.S. stock is held by the wealthiest Americans, workers haven't benefited equally from rising share prices.

3) The Hussman Strategic Growth Fund has gradually shifted from smaller to larger capitalization holdings in recent years, not out of any necessity due to Fund size (at the Fund's current asset level, we could easily populate the Fund with mid-caps if it was optimal to do so), but precisely because large stocks generally carry the best relative valuations.

However, those same stocks that previously showed relative weakness are now exhibiting relative strength because they have held up well over the past few days.

A new meta - analysis of studies with 102 samples covering 56,984 firms finds a small but significant positive relationship on average between employee stock ownership and firm performance.25 The positive relationship holds across firm size and has increased over time, possibly because firms are learning to implement employee stock ownership more effectively.

As a result of the distribution, HP Co. expects the trading price of HP Inc. common stock immediately following the distribution to be lower than the «regular - way» trading price of such common stock immediately prior to the distribution because the trading price will no longer reflect the value of the businesses held by Hewlett Packard Enterprise.

So, saying «cash» is a terrible investment because of inflation, completely ignores the other risks involved in holding stocks and bonds.

Hurco's exec comp plan lowers the risk of investing in the company's stock because we know executives are held accountable for creating real profits.

It's had this sort of terrible trajectory straight into the ground and it's basically halved over two years and now it's one of those stocks that everybody hates because it's one of those stocks that everybody held a couple of years ago and I remember how badly they've all been burnt on the reason for buying two years ago was that it had this kind of stellar earnings growth that fat toad and the earnings have basically been falling since then that looks like they got to continue to fall for another 12 months two years.

My company stock dividend income has gone to $ 0 because I finally sold all my holdings at the end of 2015.

Because Fidelity Select Transportation holds better stocks than XLI, one can expect the outperformance required to justify higher fees moving forward.

Selling stocks of a dividend - paying company isn't helpful unless you no longer consider that investment to be worthwhile, because as you hold onto the stocks, capital appreciation should occur as long as things are going well.

When stocks rise, there's this psychological tendency we have to think it's going to go higher, so some people buy things because they're «trending» and others hold onto investments until they actually can't go any higher, and they start to sink.

This is largely due to expenses dropping, but also because side hustles are taking hold, and passive income is stabilizing after the dividend rout in oil stocks.

Note that Figure 2 is very similar to our Stock Rating Methodology, because the performance of a fund's holdings equals the performance of a fund.

Because XLP pulls its stocks from the S&P 500 rather than the broad market, it holds far fewer names than our benchmark, producing somewhat - concentrated exposure.

Though its business is performing well and we believe the stock continues to be somewhat undervalued, we sold some of our shares because we no longer believe its undervaluation is enough to warrant being our largest holding.

From the perspective of someone interested in making investments with 20 + year holding periods in mind, you need to be careful of owning banks because of the debt to equity levels involved in the investment, you need to be wary of technology companies because they must constantly be innovating to remain profitable and relevant (unlike, say, Hershey, which could stick with its business model of selling chocolate bars for the next century), and retail stocks which are always subject to the risk of a new low - cost carrier arriving on the block.

Do Nothing investing eliminates this possibility by definition because it entails buying stocks with the intention to hold them for the decades to come.

Certainly, investors hear alarming investment nightmare stories about people who held a large proportion of their personal wealth in their employer's stock and lost everything.3 4 While your client may think, «I know this company because I work here,» that thinking can get them into trouble — think WorldCom and Lehman Brothers.

Remember, he doesn't have to pay a single penny in taxes on this income because the stocks are held within the Roth IRA.

We significantly reduced our weighting after the financial crisis because Heinz shares held up so much better than most stocks.

They hold $ 2B of Apple stock because their policy of intervention is to try and keep the Swiss Franc from appreciating too much.

I bought 326 shares inter pipeline about 4 months ago when they were about $ 30 a share now they $ 36.21, I am very tempted to sell because of the instant cash I could get from it, but I have to hold myself back because I do believe this company is a solid dividend growth stock.

If you couldn't find a margin of safety in the current stock market, you might own gold because you believe gold relative to dollars is safer, holds purchasing power better, more stable, etc..