Sentences with phrase «analysis of each issuer»

As such we factor these impacts into our analysis of an issuer's economy, fiscal position, and capital infrastructure, as well as management's ability to marshal resources and implement strategies to drive recovery.

Ratings are based on an analysis of the issuer's financial condition and creditworthiness.

The Fund will not purchase a debt security that is rated less than Caa / CCC by Moody's or S&P, respectively, and will only purchase an unrated debt security if the Fund managers believe that the security is of at least B quality, subject to a limitation that the Fund may not hold more than 20 % of its net assets in debt securities that are rated less than B or that are unrated debt securities of similar quality, based on the Fund managers» fundamental analysis of the issuer and of rated bonds issued by similar issuers.

Not exact matches

MacDougall explains: «In the CSA's analysis, they noted that a significant source of unvoted proxies was that the U.S. depositary would send the omnibus proxy to the issuer and, either because the omnibus proxy went to the wrong person at the issuer or the issuer did not know what to do with it, the tabulator was unable to reconcile votes from U.S. holders.»

The Issuer Data Report (IDR) service gives issuers access to a data - only version of their Glass Lewis Proxy Paper reports — for free — prior to our completing the Proxy Paper analysis that is derived largely from the data featured in the ID

Our careful market analysis enables us to build diversified bond strategies that include a range of issuers, regions, sectors, and maturities as we seek to generate income while managing risk.

Their careful market analysis enables them to build diversified bond strategies that include a range of issuers, regions, sectors, and maturities to generate income while seeking to help manage risk.

Any and all options, reviews, comments and analyses are the responsibility of the author (s) and not any Advertiser or credit card issuer.

In addition to facilitating communication between issuers and Glass Lewis, the new portal includes a «Frequently Asked Questions» section that provides issuers with a mechanism to obtain immediate answers to the most common inquiries, as well as a number of different documents, including summary guidelines and a description of our proprietary Pay - for - Performance model, that provide detailed explanations of the various features included in Glass Lewis Proxy PaperTM analyses.

Issuers can also use the portal to request a meeting with Glass Lewis, propose a topic for a Proxy Talk conference call (a public forum that enables companies or dissident shareholders to discuss issues in an open dialogue) and to notify Glass Lewis of any updated company disclosure or potential data discrepancies in our analysis.

The Saxo Bank Group's research reports are never disclosed to nor discussed with any of the subject of the analysis, e.g. issuers of securities or others.

In order to focus on providing objective, conflict - free research and analysis to our clients, we do not discuss our policies or recommendations with issuers during the solicitation period (which begins on the date the notice of meeting is released and ends on the date of the meeting), unless we decide to conduct a Proxy Talk with the company, which we record for access by our clients.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed in this article are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

Since the issuer's or proponent's definitive filing or notice of meetings is often just the start of multiple filings by issuers and the dissident shareholders, we will review all publicly released materials in conducting its ultimate analysis and accompanying recommendation.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

In our analysis, we've also looked at which of the major credit issuers tend to offer the biggest bonuses.

Our analysis took into account 104 personal credit cards offered by 8 of the biggest credit card issuers in the United States — the data excludes any cards issued for business purposes.

Filed Under: Daily Investing Tip Tagged With: Investing, investing help, technical analysis Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Their careful market analysis enables them to build diversified bond strategies that include a range of issuers, regions, sectors, and maturities to generate income while seeking to help manage risk.

Our careful market analysis enables us to build diversified bond strategies that include a range of issuers, regions, sectors, and maturities as we seek to generate income while managing risk.

Other credit card issuers, meanwhile, don't set prearranged limits, but rather do a more indepth analysis of each customer's finances to arrive at individual numbers.

They had to know the ins and outs of security selection (e.g. credit research, issuer analysis), or find an active manager with their same view on the market.

The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

The Canso emphasis on «bottom up» fundamental analysis of issues and issuers avoids overvaluation and concentrates portfolios in undervalued securities.

Filed Under: Daily Investing Tip Tagged With: Investing, Investing Advice, portfolio concentration, tehcnical analysis Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

No matter how good the credit analysis or the underlying situation of the issuer, there is the potential for disruption to cash flows that can not be foreseen.

EMI analysis of the largest credit card issuer financial results for 1Q13 reveals the following trends:

Their careful analysis of the market enables them to build bond portfolios that include a range of issuers, regions, sectors and maturities to ensure diversification and help limit risk.

An analysis of 10 - K SEC filings by EMI Strategic Marketing has found that leading credit card issuers are looking to grow outstandings across a wider range of FICO Score segments.

EMI's analysis of leading issuers» 1Q16 SEC filings reveals that issuers are following different approaches:

Editorial Disclosure: Any opinions, analyses, reviews or recommendations expressed in this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer or company.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed in this article are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

Filed Under: Daily Investing Tip Tagged With: Fundamental Analysis, Investing, stock picking, Stocks Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Their careful market analysis enables them to build diversified bond strategies that include a range of issuers, regions, sectors, and maturities to help seek to generate income while managing risk.

It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

A review of high - yield debt investments should cover: (1) analysis of the industry, including growth rates, special risks and leading companies; (2) analysis of the bond issuer, including the company's position in its industry; new products; management stability; the outlook for growth in revenues and cash flow as captured in Earnings Before Interest, Taxes, Depreciation and Amortization, also called EBITDA; value of corporate assets and the debt maturity schedule; and (3) analysis of the issue, including special provisions in the «bond indenture,» covenants protecting the bondholder, use of the money raised in bond offerings, debt seniority, secondary market liquidity and call provisions.

Any and all options, reviews, comments and analyses are the responsibility of the author (s) and not any Advertiser or credit card issuer.

The User's Guide to Moody's Covenant Quality Snapshots is intended to help readers of snapshots make full use of their summaries and analyses: A User's Guide to Moody's Covenant Quality Snapshots Moody's Covenant Quality Snapshots for Canadian Issuers Moody's Pre-Closing Loan Covenant Quality Snapshots

Filed Under: Daily Investing Tip Tagged With: Stock Market, Stocks, technical analysis, Trading Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Filed Under: Investing Tagged With: Market Valuation, Ratio, Stock Valuation, Top Down Market Analysis, Top Down Market Valuation, Total Market, Valuation Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Filed Under: Investing Tagged With: Investing, Investment, Stock Market, Swot Analysis, Trading Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Filed Under: Daily Investing Tip Tagged With: Benjamin Graham, Investing, Investing Books, security analysis Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

The content is not provided by the advertiser and any opinions, analyses, reviews or recommendations expressed in this article are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any bank, card issuer, airline or hotel chain.

Editorial Note: Opinions, analyses, reviews or suggestions expressed on this site are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

Any opinions, analyses, reviews or recommendations expressed here are the author's alone, not those of the credit card issuer, and have not been reviewed, approved or otherwise endorsed by the credit card issuer.

Any opinions, analysis, reviews, or recommendations expressed here are author's alone, not those of any credit card issuer, and have not been reviewed, approved or otherwise endorsed by any credit card issuer.

In both instances, these services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up service between the investment adviser and the trading desk at the broker - dealer, message services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.

The Flexible Income Fund relies on the Fund manager to undertake a careful analysis to determine the creditworthiness of the issuers of rated debt (on debt ratings by Moody's Investors Service, Inc., («Moody's) or S&P Global Ratings, («S&P»)-RRB-, as well as the issuers of debt not rated by Moody's or S&P.