Sentences with phrase «capital value appreciation»

Not exact matches

Along with these cash flows come the potential for growth, capital appreciation, dividends and other opportunities to deliver shareholder value.

Understand how small - cap value equities offer opportunities for capital appreciation, and discover the best small - cap value mutual funds to consider for 2016.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on iCapital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on iCapital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on icapital, return on invested

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

:) Right now I'm saving about 80 - 90 % of my active income and put it toward ETF funds and value growth stocks because I'm seeking capital appreciation.

Capital Appreciation Fund - A mutual fund attempting to increase the asset value utilizing the investments in growth stocks.

All things considered, the recent stock price might present an opportunity for patient investors, given the solid capital appreciation potential out to 2017 - 2019, versus the Value Line median.

Partners Value Split Corp. (formerly «BAM Split Corp.») commenced operations in September 2001 and currently owns a portfolio consisting of 79.7 million Class A Limited Voting shares of Brookfield Asset Management Inc. (the «Brookfield Shares») which generate cash flow through dividend payments that fund quarterly fixed cumulative preferential dividends for the holders of the company's Preferred shares, and provide the holders of the company's Capital shares the opportunity to participate in any capital appreciation in the Brookfield Capital shares the opportunity to participate in any capital appreciation in the Brookfield capital appreciation in the Brookfield Shares.

In that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categories.

Capital appreciation potential Companies issuing high yield bonds have the potential to turn around their financial standing, creating the opportunity for investors to realize capital gains as bond values increase, due to improving business conditions or improved credit rCapital appreciation potential Companies issuing high yield bonds have the potential to turn around their financial standing, creating the opportunity for investors to realize capital gains as bond values increase, due to improving business conditions or improved credit rcapital gains as bond values increase, due to improving business conditions or improved credit ratings.

Yet on the whole, given their positive experience both with receiving more income than they could get from the fixed - income sector in recent years and the potential for capital appreciation over the long haul, dividend stocks and the ETFs that own them have demonstrated their long - term value to the investors who've gravitated toward them during the low - rate environment of the past decade.

Focus on Value: By targeting high - yielding securities at significant discounts to their intrinsic values, we attempt to generate capital appreciation on top of high current income.

seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer - term horizon

The Best Ideas Newsletter portfolio seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer - term horizon.

HSVLX Strategic Value Fund The Fund seeks total return through a combination of dividend income and capital appreciation, with added emphasis on protection of capital during unfavorable market conditions.

River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

«We follow a flexible, value - oriented investment philosophy seeking income and long - term capital appreciation potential by investing in dividend - paying stocks, convertible securities and bonds.»

An equity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes them...

We know that Warren Buffett's Berkshire Hathaway hasn't paid a dividend in more than 30 years because Buffett feels that the return on capital that he generates by retaining those earnings will create eventual share price appreciation value for the shareholder that will exceed the share price / dividend capital appreciation that his shareholders would receive.

While a money market fund or deposit account will protect the nominal value of your cash, you are missing out on a chance to grow it with interest from bonds or capital appreciation from stocks.

By doing this it takes into account all of the cash that comes and goes because of my earned income and expenses but it also takes into account all of my assets that pay me dividends or increase in value through capital appreciation.

At the stock's recent quotation, long - term capital appreciation potential looks compelling, when stacked against the Value Line median.

For example, without an inheritance tax, more resources would shift to zero sum real estate investments that rely on appreciation in real estate values and away from retailing and manufacturing and construction sectors that generate current income more than capital gains.

Another key point to realize in the particular case of the United States is that lots of wealth of most wealthy people takes the form of capital gains, i.e. appreciation in the value of property like real estate and business stock, that has never been subject to any income taxation.

We aim to generate value for our shareholders by delivering sustainable returns in the form of a regular, reliable and growing dividend, share repurchases, and long - term capital appreciation.

Included in the PowerPoint: Macroeconomic Objectives (AS Level) a) Aggregate Demand (AD) and Aggregate Supply (AS) analysis - the shape and determinants of AD and AS curves; AD = C+I+G + (X-M)- the distinction between a movement along and a shift in AD and AS - the interaction of AD and AS and the determination of the level of output, prices and employment b) Inflation - the definition of inflation; degrees of inflation and the measurement of inflation; deflation and disinflation - the distinction between money values and real data - the cause of inflation (cost - push and demand - pull inflation)- the consequences of inflation c) Balance of payments - the components of the balance of payments accounts (using the IMF / OECD definition): current account; capital and financial account; balancing item - meaning of balance of payments equilibrium and disequilibrium - causes of balance of payments disequilibrium in each component of the accounts - consequences of balance of payments disequilibrium on domestic and external economy d) Exchange rates - definitions and measurement of exchange rates - nominal, real, trade - weighted exchange rates - the determination of exchange rates - floating, fixed, managed float - the factors underlying changes in exchange rates - the effects of changing exchange rates on the domestic and external economy using AD, Marshall - Lerner and J curve analysis - depreciation / appreciation - devaluation / revaluation e) The Terms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked about.

Pinnacle Value seeks long - term capital appreciation by investing in small - and micro-cap stocks that it believes trade at a discount to underlying earnings power or asset values.

The Fund seeks long - term capital appreciation through an intrinsic value - oriented investment approach.

Aristotle Value Equity Fund will seek long - term capital appreciation by investing mostly in undervalued mid - and large - cap stocks.

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.

The Fund seeks to provide long - term capital appreciation by primarily investing in small to mid cap stocks exhibiting growth and value characteristics.

«Going forward, we remain focused on finding equity and fixed income investment opportunities that may be able to capture current income, maintain prospects for capital appreciation and look attractively valued to us relative to long - term potential.»

I also don't see how not paying taxes on unrealized capital gains differs from home appreciation or increases in value of a 401K or Roth IRA.

While a money market fund or deposit account will protect the nominal value of your cash, you are missing out on a chance to grow it with interest from bonds or capital appreciation from stocks.

If you donate assets that have increased in value, such as stock or a mutual fund, which you've held for over a year, you may be able to deduct the market value and avoid capital gains tax on the appreciation.

The Jensen Quality Value Composite (the «Composite») includes all discretionary, fee paying portfolios with an investment objective of long - term capital appreciation.

The ValueShares US Quantitative Value (QVAL) strategy seeks long - term capital appreciation by investing in a concentrated portfolio of 40 or so US exchange traded stocks of larger capitalizations, which the adviser determines to be undervalued but possess strong economic moats and financial strength.

Moerus Worldwide Value pursues long term capital appreciation, primarily by investing in foreign and domestic common stocks that it believes are deeply undervalued.

These funds generally seek capital appreciation as the value of the stocks in the fund increases, and may also seek to generate income from stocks that pay dividends.

Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income.

Greenhouse MicroCap Discovery Fund will pursue long - term capital appreciation by investing in 50 - 100 microcaps «run by disciplined management teams possessing clear strategies for growth that... trade at a discount to intrinsic value.»

Rothschild U.S. Small Value Fund seeks long - term capital appreciation by investing in small caps.

River Road Small - Mid Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

TCW / Gargoyle Hedged Value seeks long - term capital appreciation while exposing investors to less risk than broad stock market indices.

Traditional growth investing seeks capital appreciation by investing in companies that have high expected earnings and may steadily increase in value.

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

Moerus Worldwide Value Fund will seek capital appreciation.

Value investing forces investors to take steps to limit capital loss while positioning themselves for excellent capital appreciation over time.

However, if a company is successful, the value of your stake in the company should likewise grow over time; this is known as capital appreciation.

The Towle Deep Value Fund seeks long - term capital appreciation by attempting to capitalize on inefficiencies in the public equity markets.