Sentences with phrase «at past returns»

You could also have a tax preparer look at your past returns this year and see if anything was amiss.

For the retail crowd it is worse, because most investors look at past returns when evaluating managers.

Not exact matches

Buoyed by uncommonly low interest rates, the industry has boasted of double - digit returns; the past few years, at least anecdotally, have been especially rich.

If your down - on - her - luck pal has been sleeping on your sofa for the past year and earned less than $ 4,050 while you've been mostly supporting her (or him), then you may be able to claim the sponger — er, friend — as a dependent and deduct up to $ 4,050 on your federal return, even though the two of you are not related at all.

«In the past year, companies repurchasing shares saw an excess weighted cumulative return of -1.9 % relative to the benchmark, while companies not repurchasing shares saw a return of 9.8 % relative to the benchmark,» Birstingl wrote in his quarterly look at buybacks.

At issue is how private equity firms report how they calculate average net returns in past funds in their marketing materials, the sources said.

«We believe the bogey for investors is a 15 percent increase to Apple's total reported capital return number (shares repurchase plus past dividends), which would imply a $ 150 billion headline number, up from $ 130 billion announced last year,» said Gene Munster, an analyst at Piper Jaffray, in a recent note.

Looking at annual price returns over the past 60 years, Bloomberg data show that annual price returns have been roughly 5 percent when the starting valuation on the S&P 500 was above the long - term median, roughly 16.5 x trailing earnings.

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution Past performance is no guarantee of future results.

And even at longer horizons, future returns don't neatly correlate with past valuations.

At the moment, the Fundrise Income eREIT is returning 10.5 % in dividends (though of course, past performance is not an indicator of future returns).

However, at that point, Western Digital had a return on invested capital (ROIC) of 48 % and had been growing NOPAT by 42 % compounded annually for the past five years.

At low rates, it makes sense to prepare for the fact that future returns won't be as large as they have been in the past.

The report went on to call 20 percent or higher returns «a thing of the past,» noting that such large profits were made possible by the purchase of real estate - owned (REO) properties at bargain - basement prices.

corporate goals and objectives for CEO compensation including, for long - term compensation, the Company's performance and relative stockholder return, the value of similar awards to CEOs at comparable companies and past CEO awards; and

Looking at the recent past five years, Motley Fool found an average 401 (k) return of just over 7 %.

An investor would be well served to ignore the buy, sell or hold recommendation S&P attaches to each of the reports, instead looking at the growth in earnings, debt levels and the return on equity rates for past several years.

For much of the past two years, the discounts offered by automakers have remained at levels that industry analysts say are unsustainable and unhealthy in the long term... Sales are expected to drop further in 2018 as interest rates rise and more late - model used cars return to dealer lots to compete with new ones.

I should have assumed that Wall Street's tendency toward reckless myopia - ingrained over the past decade - would return at the first sign of even temporary stability.

Analysts at Oppenheimer no longer hold a bullish rating on CarMax, Inc (NYSE: KMX)'s stock after a nearly 45 percent return over the past year.

The earnings and revenues of $ MX have ramped up over the past three quarters, and the ROE (return on equity) is at an impressive 35 %.

These aren't sexy returns by any means, but I sleep very well at night and have also never lost money in this portion of my wealth for the past 13 years.

In determining the long - term incentive component of CEO compensation, the Committee shall consider, among other factors, the Company's performance and relative shareholder return, the value of similar incentive awards to chief executive officers at comparable companies, the awards given to the CEO in past years, and other factors considered relevant by the Committee.

If you're purchasing a business, the lender will look at the business's tax returns from the past three years.

Companies with at least one female board member had a return on equity of 14.1 percent over the past nine years, greater than the 11.2 percent for those without any women.

Meanwhile, another U.S. hot spot is the Permian Basin, where there has been a feeding frenzy over the past year to buy up as much acreage as possible because the drilling returns are so good at current crude prices.

If five years from now the yield simply returned to its level of a decade ago (and just in case you think I'm cherry picking, over the past 25 years it has averaged a 7.5 % yield and at the low in 1981 was twice that), bond investors would suffer a meaningful loss of capital.

Last August, at the time of the announcement of the sale of the Washington Post, I noted that Washington Post Co. shares had proved a mediocre investment over the past two decades, trailing the S&P 500 by more than 2.5 percentage points on an annualized investment (although starting at the time Buffett began accumulating shares, in 1973, the performance was much better, with an estimated annual return of 11.5 %).

Warren Buffett has produced a stellar investment performance over the past 45 years, compounding returns at 20.46 % pa.

These are helpful.You are right that market failures have hit elder popluation in heavy way in past decade or so, and on top of that the fed locks interest at artificial rate low, so if we did save like our wise elder and financial advisors told us to do, we now get about nothing at all in interest return on those life savings.

The following chart, taken from the paper, relates actual (realized) past returns to the returns estimated by survey participants based on responses to: «Please try to estimate the past performance of your stock portfolio at your online broker.

Individuals in the top 10 % of past performers earn average abnormal (adjusted for size and momentum effects) monthly returns starting at 7.85 % after one month and falling gradually to 5.20 % after 36 months.

We compare correlations by ranked fifth (quintile) of VIX at the end of the past return measurement interval to determine (in - sample) optimal time series momentum measurement intervals for different ranges of VIX.

Over the past couple of years, speculators have also used short sales of gold to obtain low cost funds to invest in other assets — for example, by shorting gold (borrowing it and selling it in the spot market), market participants have been able to obtain US dollars at between 1 and 2 per cent, well below the rate of return available on US assets.

Looking at realized returns over the past month accessible via Bloomberg data, annualized volatility on the S&P 500 Index is above 30 percent, triple its early August level.

As at July 30th, I've pulled out their stock returns vs the S&P 500 over the past 10 years.

«Platinum prices [have] risen nearly 200 % over the past 10 years, but the return on platinum production has collapsed by 90 % over that period,» says Paul Gait, a senior analyst at Sanford C. Bernstein & Co. in London who covers mining companies.

Last year I wrote on Suven Life Sciences, also I did some secondary level maths to get a sense of returns an investor could get buying the business at then market cap (~ 2000 INR Crores or 400 Million USD) and exiting in 2024 See Snap shot below The base case CAGR didn't excite but reading management commentary compelled me to take a tracking position in model portfolio Over to this year One thing in AR gave me a Jeff Bezos moment For the first time management was sounding optimistic (this is coming from a management which is very conservative on record) Emphasis mine Management views on past Despite having grown the business every single year across the last five years, our business sustainability has been consistently questioned.

London Stock Exchange — May 17, 2016 Regus plc has seen substantial growth in recent years, resulting in its positioning at the higher end of the FTSE 250 and exceptional returns to shareholders over each of the past five years.

But I'd be concerned at betting my one - shot at being retired on a new theory that could be distorted by how returns have played out in the past.

Reflecting on this financial year just past, it may be helpful to look at the returns of the major asset classes over this year and then for the last 20.

If we look at the past, the National Association of State Retirement Administrators has stated that, over the last 10 years, the return for public pension funds has been 5.7 %.

Per the prior test, we allocate all funds at the end of each month to the fund with the highest total return over the past three months (3 - 1).

To believe that the women, who were at the tomb right as the Sabbath (High Day) was beginning, and then RETURNED and did all this BEFORE the Sabbath started is not feasible, along with the fact that Marks states that AFTER the Sabbath was past, they bought the ingredients.

At the very moment when the past's departure seems irrevocable, the spiral twists and the return gets its rolling start.

In the past three weeks, he has returned home to lead a call for electoral reforms that has earned him instant celebrity, sent a stab of anxiety through the ruling class and raised fears of trouble at a planned rally in Islamabad on Monday.

2 - 3), and whether it is apt to celebrate communion in the morning when Jesus instituted the Eucharist after supper (16.1 - 17.1), the pastor in Cyprian returns at the end of the letter to assure forgiveness to those who may have erred in good faith in the past (18.4), and requesting his people to recognise that since Christ's «second coming is now drawing near to us,» (18.4), it is incumbent upon them to act so that «He may find us upholding what He has counselled, observing what He has taught and doing what He Himself has done.»

I first traveled there in 1994, and have returned at least yearly for the past two decades.

We think about death at funerals, in hospitals, when a doctor calls after a routine test, when a child stays out past curfew, when a friend stops returning phone calls.

Call it a trend or a return to the past, but I believe we are bringing back entertaining at home, lingering over a table after a lovingly prepared meal with friends.