Sentences with phrase «book value of an investment»

Basis: The cost or book value of an investment.
In personal finance, the book value of an investment is the price paid for a security or debt investment.
What happens if I do not have the necessary information to determine the book value of my investments?
They do not publish the BOOK VALUE of your investments.
Book value of investments was already $ 100,000 per / A-share.
Assume 10 % increase in equity portfolio (though I'm guessing positions in USB, WFC and AXP will make that a larger increase) and you have a book value of investments @ $ 110,000 per / A-share!!!!
Seeing as BRK's stock repurchase program outlined by Buffett can be triggered @ 1.1 x book value this means that once BRK reports 1Q ’12 results they may already be there by looking at the book value of their investment portfolio only!!!

Not exact matches

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.
Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.
Author and CEO of HR Capital Source Jac Fitz - enz said in his 2010 book titled The New HR Analytics: Predicting the Economic Value of Your Company's Human Capital Investments, «Talent managers» ability to maximize HR's value is now married to their ability to talk in understandable terms.&rValue of Your Company's Human Capital Investments, «Talent managers» ability to maximize HR's value is now married to their ability to talk in understandable terms.&rvalue is now married to their ability to talk in understandable terms.»
«If they were buying it for the real estate investment, they made the wrong decision,» says Kelly, who notes that Intrawest's remaining developable property in Whistler had a modest book value of between $ 75 million and $ 100 million.
This might include your savings account, investments — including 401 (k) s, IRAs and other retirement accounts — the Kelley Blue Book value of your car and the estimated value of your home (which you can get from sites like Zillow or recent sales of similar properties).
So regardless of whether or not earnings can actually carry debt burdens, or how aggressively bad investments are being written down from book value, investors need never know.
His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.
At the start of the book van Biema, the founder and chief investment officer of van Biema Value Partners, a value - focused fund of hedge funds based in New York City, reveals how a light went off when he realized that the investors he admired most shared one characteristic: they were concentrated value invesValue Partners, a value - focused fund of hedge funds based in New York City, reveals how a light went off when he realized that the investors he admired most shared one characteristic: they were concentrated value invesvalue - focused fund of hedge funds based in New York City, reveals how a light went off when he realized that the investors he admired most shared one characteristic: they were concentrated value invesvalue investors.
Property and casualty insurance companies invest a substantial percentage of book value and policyholder «float,» which is money they hold until policy claims are paid out but do not own, in investment - grade bonds, particularly corporate bonds.
Beyond knowing the value they place on books written by other people, one of the biggest upsides for us is that many of the Investment Masters have also put those same ideas into one of more of their own books.
CYS Investments (CYS) had an eventful week, first announcing Q1 EPS of $ 0.24, surpassing estimates of $ 0.22, mainly driven by higher asset yields, while book value fell -11.6 % to $ 7.41 (0.87 x P / B).
We are huge fans of Greenblatt and the Magic Formula, writing in the book that Greenblatt is Benjamin Graham's «heir in the application of systematic methods to value investment».
Three books later, I travel the world speaking about Buffett's investment strategies, appear regularly on cable news, host the annual «Value Investor Conference,» and teach an Executive MBA course at the University of Nebraska at Omaha's College of Business Administration.
This means SoftBank has doubled the book losses on value of investment last quarter.
The book describes is in essence the results of a backtesting study using a simple investment strategy: Benjamin Grahams Net - Nets, stocks trading below liquidation value.
Have written an acclaimed value investment education book teaching everything from the concepts of value investing, to various valuation techniques, how to develop the proper mindsets and processes, etc..
The quotes from the Book of Value by Anurag Sharma are investment gems that include deep «second - level thinking».
The reviews and reviewers of Vitaliy Katsenelson's «Active Value Investing» and «The Little Book of Sideways Markets» are not nor have ever been clients of Investment Management Associates (IMA), and their comments should not be taken as testimonials of IMA's management.
And in the second part of the book Benjamin Graham starts off talking about fixed value investments.
He is Joel Greenblatt, a great value investor, financial thought leader and author of several bestselling books including The Little Book That Still Beats the Market, which is considered an investment classic.
At the same time, lots of stocks that trade on low PE's, low price to book values and high dividend yields have turned out to be terrible investments.
So, while the value of the investments in a stable value fund can fluctuate on a daily basis, a participant is guaranteed to transact at «book value» by virtue of the fund's insurance purchase.
While it is more difficult to ascertain the sustainability of high growth, it doesn't mean a high growth, high PE and high price to book value stock is not a «value» investment.
The book starts with the general investment principles of Mobius, which are clearly derived from value investing «Graham - style» following his mentor John Templeton.
Adjusted cost base (ACB): the book value of a security based on the initial investment cost, additional contributions and reinvested amounts.
Yet when we finish school and enter the world of work, we are asked to create work of value — scientific reports, business plans, websites, books, architectural blueprints, graphic artwork, investment proposals, medical devices and software applications.
Go to a bookstore and you'll see thousands of titles by authors who followed directions, defined their audiences, understood the value proposition of their books, and found a way to convince a traditi9onal publisher that their work was worthy of investment.
Author Peter Sander, an MBA who has written Value Investment for Dummies, among other finance books, believes that the new and forever - changed financial climate requires active investing, which means staying on top of the bull no...
This is a «safety net» idea I came up with so that we could provide some modicum of value to authors or publishers who made an investment in submitting a copy of their book to us.
So you need to convince readers that your book holds value in terms of both time and money, that it's worth the investment necessary to read it.
For an investment portfolio of $ 1,325 per share, at 7 % tax equivalent returns, Markel should earn $ 93 per share in equity next year, growing book value by 17 % ($ 93 per share added to $ 543 per share).
Montier's lessons are applicable to both the investment and non-investment world, and even if you do not manage your own money you will still find value in The Little Book of Behavioral Investing: How not to be your own worst enemy (Little Books, Big Profits (UK)-RRB-
As with Wes» previous book, Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors, DIY Financial Advisor is chock full of both anecdotes and analytical results.
First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow raValue Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow raValue Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ravalue» characteristics like low price - to - book ratios and low price - to - cash flow ratios.
If you've read my blog post Three Books That Have Shaped My Investment Philosophy, then you will know that I practice a particular type of investing known as value investing.
The thing that I like most about the book is O'Shaughnessy use of data to slaughter several sacred value investing cows, one of which I mentioned yesterday (see The Small Cap Paradox: A problem with LSV's Contrarian Investment, Extrapolation, and Risk in prac...).
Because of the accounting rules, insurance contracts could be valued at book, not market, and so Guaranteed Investment Contracts [GICs] were sold to 401 (k) and other DC plans.
They are perhaps best known for the Contrarian Investment, Extrapolation, and Risk paper, which, among other things, analyzed low price - to - book value stocks in deciles (an approach possibly suggested by Roger Ibbotson's study Decile Portfolios of the New York Stock Exchange, 1967 — 1984).
Being a teensy part of the investment fraternity that calls itself value investors, I do have some perspective on this book.
But long - term data show that investments in value companies (which have low price - to - book ratios, and are often out of favor) have produced higher returns than growth companies.
The last thing that the investment banks needed was a worry on concentrated counterparty risk affecting the value of their derivative books.
The Theory of Investment Value by John Burr Williams Originally written as a Ph.D. thesis at Harvard in 1937, this book is still considered the authoritative work on how to determine the value of financial asValue by John Burr Williams Originally written as a Ph.D. thesis at Harvard in 1937, this book is still considered the authoritative work on how to determine the value of financial asvalue of financial assets.
So, just to confirm, if you don't re-invest your dividends, are you losing out on this potential to minimize your capital gains because the dividends are paid out in cash and then you just get taxed on it at the end of the tax year and when you sell your investment, you potentially will have a larger difference between the sale price and book value (assuming your security increased in value), and thus pay a higher capital gains tax.
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