Sentences with phrase «capital allocation»

They know how to make intelligent capital allocation decisions.

Most importantly, the company has an excellent capital allocation strategy.

As for capital allocation, I think it's smarter to pay out excess cash flow as dividends if the stock isn't cheap.

Many sophisticated institutional investors have recognized that this segment of the market has been too often overlooked by traditional capital allocation processes.

Agree 100 % on the transparency and governance, but to say he has a poor capital allocation history is ridiculous.

Or will management not prove as adept at capital allocation as they were at managing the lawsuit?

Management will have to have exceptional capital allocation skills and discipline to avoid this.

Investors need to hold management accountable for intelligent capital allocation, else they can expect companies to continue to destroy shareholder value without feeling any accountability to their investors.

But by and large, activists focused more on capital allocation than on deals.

Additionally, the majority of companies in the portfolio pay dividends, which the team believes serves as a source of capital allocation discipline for company management.

A low priced stock with excellent capital allocation plans is a setup for a runaway winner.

This is a prime example of excellent capital allocation.

Rather than signal a market top, activist investors have raised the bar on smart capital allocation.

I say «negative» because with a majority shareholder there is little or no possibility that an activist investor can influence management to adopt a more shareholder - friendly capital allocation stance.

Nevertheless, the competition between professional investors largely drives and achieves these important capital allocations functions.

Our qualitative risk assessment considers whether a company's business model and strategy will stand the test of time, competitive threats, corporate governance matters, and capital allocation priorities.

The firm is focused on protecting capital, companies with prudent capital allocation, and investing with management teams that have significant ownership stakes in their respective companies.

I will get to product development and his leadership through capital allocation later.

We also run a model portfolio and give suggested capital allocations with each trade.

Presumably because he believes capital allocation is a «noble business».

Basically, you know what capital allocation is at a growth stock - it's funding the growth.

To answer this question, I'll look at large institutional capital allocations of the moment.

The act of buying back shares of stock is a separate capital allocation decision, regardless of the reason why you're buying those shares.

Buying back shares — like any other capital allocation decision — only makes sense if the value you're getting exceeds the price you're paying.

That's why I think management is the key with large companies — will they make the right capital allocation choices or not?

It is a growth - oriented fund that focuses on companies that are geared for optimum capital allocation.

They then ensure the management teams have skin in the game, capital allocation competency, and are long term thinkers.

We look for management teams that seek to maximize a company's long - term business value by running efficient operations that emphasize free cash flow generation and wise capital allocation.

Unfortunately, the corporate governance rating systems I know do not recognize or measure capital allocation aptitude.

But even if the other three prior equity participation schemes became ultimately self - financing, such lump - sum capital allocation would always need financing.

So, the longer you own it the more potentially you could have real capital allocation problems.

I bought a house instead of the stock market, which was a big capital allocation mistake.

Of course, public company management can utilize a rigorous capital allocation process to implement a similar (private equity) approach.

I was taking the idea of capital allocation very seriously.

As evidence, massive amounts of venture funding and large - company internal capital allocations are flowing to these opportunities right now.

Commercial real estate firms need to speed up investment in technology innovation to capture and manage capital allocation.

Our models compare and contrast multiple forecast scenarios so clients can assess the valuation impact of different forecasts for revenue growth, margins and capital allocation strategies.

These conclusions aren't hard to grasp and when you introduce the notion that such practices can be seen to encourage poor capital allocation, people really start paying attention.

Buying back shares — like any other capital allocation decision — only makes sense if the value you're getting exceeds the price you're paying.

So, let's just wait and see how bad they really are at capital allocation.

I now have a management quality checklist (which covers operating skills, capital allocation skills and integrity), which keeps getting tweaked over time.