Sentences with phrase «asset base for»

«PBO estimates that higher - wealth households will be able to continue contributions, but TFSA contribution room limits will soon exceed the financial asset base for most low - wealth to middle - wealth households,» Fréchette said.

The idea is to use step by step strategies to set up an income producing asset base for yourself.

Owning the intellectual property together with a low cost basis production facility delivers outstanding returns to Nail Jack Tools shareholders and provides an immediate asset base for the investment.

This was the fifth consecutive yearly rise in the industry AUM, after a drop in the assets base for two preceding years

Not exact matches

• Anju Software Inc, a portfolio company of Providence Equity Partners, acquired the assets of Sylogent, a Newtown, Penn. - based provider of software and business services for the pharmaceutical industry.

The businessman is also director of Walton Enterprises, the holding company for the Walton family's assets, and chairman of Community Publishers, an Arkansas - based newspaper firm.

• Victory Capital Holdings, a Brooklyn, Ohio - based asset management firm, filed for a $ 100 million IPO.

U.S. - based asset managers like Federated Investors Inc. and Franklin Resources Inc. pay high effective tax rates because they qualify for fewer deductions, so they will keep more of their income.

«For more than six months, dollar - liability flows have outstripped dollar - asset flows but that is now reversing which is helping the dollar,» said Hans Redeker, head of global FX strategy at Morgan Stanley based in London.

«But while it's a hard one to call, they could put an asset test on it — meaning employee stock options would be taxed more heavily for those employees who work for big public companies with a large asset base, like the Big Five banks.

For instance, a study from America's Best 401k, a Scottsdale, Arizona - based firm that works with retirement plans, reviewed fee disclosures for 11 insurers and payroll companies that specialize in plans with less than $ 10 million in asseFor instance, a study from America's Best 401k, a Scottsdale, Arizona - based firm that works with retirement plans, reviewed fee disclosures for 11 insurers and payroll companies that specialize in plans with less than $ 10 million in assefor 11 insurers and payroll companies that specialize in plans with less than $ 10 million in assets.

The companies were selected based on a combination of factors: their prodigious revenues or assets, their social currency, their deep connection to our daily lives, and (particularly for the newer and smaller companies), their disruptive impact.

I am on the lookout for the CBOE, CME and even NASDAQ and New York Stock Exchange to shift from the current method of asset tracking to one based in blockchain, the technology behind Bitcoin and other digital currencies.

What that means is that you are in an environment that is going to have further trouble in terms of investment returns that are in areas that are based on economic growth and areas that do relatively well like bonds... Broadly speaking, I think that investors should be looking for lower prices on most risk assets in these developed countries with the exception of Japan.»

On a non-GAAP basis (excluding stock - based compensation expenses, amortization of intangible assets, reorganization costs, goodwill and technology impairment charges, the impact of the US tax reform and a loss from discontinued operations), net loss for the fourth quarter was $ (798,000), or $ (0.26) per diluted share, compared with a net loss of $ (432,000), or $ (0.15) per diluted share, for the fourth quarter of 2016.

The asset management firm Standard Life is looking at Ireland as its European base for when the United Kingdom leaves the European Union, its CEO told CNBC Tuesday.

• New Energy Capital Partners, a Hanover, N.H. - based asset management firm raised $ 325 million for its latest fund.

• Jianpu Technology, an asset management platform based in Beijing, China, has filed for an IPO of $ 200 million.The company posted revenue of $ 52.6 million in 2016 on loss of $ 26.9 million.

«The FOMC statement reinforced market expectation for another 25 basis points rate rise in its June meeting,» Tai Hui, chief market strategist at J.P. Morgan Asset Management, said in a note.

Declining assets generally mean less revenue for investment managers, who earn a percentage based on the value of the investments.

Here's where things get complicated: In order to calculate the taxes you owe, you need your cost basis — that is, the original value of the asset for tax purposes — and this information can be hard to find.

Most importantly, the status quo monetary policy distorts economic activity towards debt - based financial assets and debt - financed durable goods such as the «cash for clunkers» program to boost auto sales.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

As the globe - trotting head of New York — based BlackRock Inc., he is responsible for US$ 3.7 trillion, more than any other asset manager on the planet.

Otto Energy says the sale of its Galoc oil field assets in the Philippines to Singapore - based energy company Risco Energy Investments for $ 113.4 million will help fund exploration activities for two years and return capital to shareholders.

Perth - based Altona Mining has agreed to sell all of its Finnish operations and most of its exploration assets to Swedish miner Boliden Mineral AB for about $ US95 million.

Perth - based oil and gas company Antares Energy has received a fresh $ US300 million offer from an undisclosed party for its Permian Basin oil and gas assets in Texas, less than six months after it backed out of a previous sale agreement.

Shares in Mungana Gold Mines rose by more than 25 per cent after the company announced it would move ahead with its North Queensland zinc strategy, following shareholder support for the $ 15 million acquisition of the Chilagoe base metal assets from the liquidators of Kagara, originally announced in December last year.

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

Perth - based explorer Auroch Minerals has sold its Mozambique gold assets to Xtract Resources for a cash and share package worth $ US12.5 million ($ A16.3 million).

Antares Energy has sold its Southern Star project to US - based Breitburn Energy Partners for a $ 152 million cash and share package, after spending the past 14 months attempting to offload its Permian Basin asset.

Adjusted EBITDA for 2018 excludes stock - based compensation of approximately $ 1.0 million, amortization of acquired intangible assets of approximately $ 2.1 million, depreciation expense of approximately $ 0.5 million, income tax benefit of approximately $ 0.2 million, and interest expense of approximately $ 2.0 million.

Authorized by federal law, a special needs trust is an irrevocable trust designed specifically to hold assets for a beneficiary so that the funds do not disqualify the recipient from needs - based government benefits.

Washington, D.C. - based Carlyle was also aided by investor appetite for alternative asset managers, with assets rising to $ 201.5 billion at the end of March, up from $ 195 billion at end - 2017.

Timber company Gunns has put itself into the bidder's circle for Great Southern's assets, a day after it lost its bid for Timbercorp's forestry assets to a US - based company.

Now, if a city manager, say, types in the words «asset management software for wastewater operations» a link to Datastream's site pops up first, giving it an edge over Oracle and SAP, which offer more broad - based applications.

«KMI has many of the qualities Buffett looks for in his investments, including stable, fee - based assets which generate significant amounts of cash flow,» Morningstar Inc analyst Peggy Connerty said in an email, referring to Kinder Morgan's ticker.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

«Asset - based lending and factoring are good bridge financing avenues for many small businesses,» says Ross.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

That's because none of the three companies are currently based in the U.S. Mylan quietly inverted to the Netherlands in February after buying some of Abbott Laboratories» (ABT) foreign assets (as a result, it will no longer be eligible for the Fortune 500, on which it ranked No. 377 in 2014).

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Weighted average (between debt and equity) cost of capital (WACC): This is the firm's true annual cost to obtain and hold onto the combination of debt and equity that pays for the fixed asset base.

Cost of capital: This is the true cost of securing the funds that the business uses to pay for its asset base.

It can cost as much as $ 50,000 to set up an offshore asset - protection trust, and $ 10,000 or more for a U.S. - based one.

Element is an asset - based financing company; it helps firms pay for equipment, airplanes and rail cars.

• Francisco Partners acquired a majority stake in Dynamo Software, a Watertown, Mass. - based provider of configurable, cloud - based investment management software for the alternative asset investment industry.

And for investors, private deals offer real income and asset appreciation that, over the past decade at least, has been elusive in the public markets, argues Jim Sand, CEO of Fast Track Capital, a registered exempt - market dealer based in St. Albert, Alta.

• TPG Growth, a San Francisco - based middle market and growth equity platform of alternative asset firm TPG, raised $ 3.7 billion for its fourth fund, TPG Growth IV.

Big opportunities to build new fan bases and engage with the rapid growing audience of eSports opens doors for marketers to gain assets such as naming rights, branded content, experimental activation, or jersey branding.