Sentences with phrase «combine stock assets»

Not exact matches

On April 25th, 2018, Globalstar announced that it has signed a merger agreement with Thermo Acquisitions, Inc., pursuant to which the following assets will be combined with the former: metro fiber provider FiberLight, LLC; 15.5 million shares of common stock of CenturyLink, Inc.; $ 100 million of cash and minority investments in complementary businesses and assets of $ 25 million in exchange for Globalstar's common stock valued at approximately $ 1.65 billion, subject to adjustments.

«There's been a number of things combined to impact the stock,» said Tony Boase, senior research analyst with Nuveen Asset Management in Minneapolis.

The sample asset mixes below combine various amounts of stock, bond, and short - term investments to illustrate different levels of risk and return potential.

Our asset allocation is about 48 % domestic stocks; 15 % international stocks; 20 % bonds; 12 % real estate and 5 % cash, and in general our risk tolerance is high with combined annual income of about $ 350k / yr.

Under the 2017 Plan, a change in control is defined to include (1) the acquisition by any person or company of more than 50 % of the combined voting power of our then outstanding stock, (2) a merger, consolidation, or similar transaction in which our stockholders immediately before the transaction do not own, directly or indirectly, more than 50 % of the combined voting power of the surviving entity (or the parent of the surviving entity), (3) a sale, lease, exclusive license, or other disposition of all or substantially all of our assets other than to an entity more than 50 % of the combined voting power of which is owned by our stockholders, and (4) an unapproved change in the majority of the board of directors.

Under the first of those agreements, we generally will be required to pay to the Continuing LLC Owners approximately 85 % of the applicable savings, if any, in income tax that we are deemed to realize (using the actual applicable U.S. federal income tax rate and an assumed combined state and local income tax rate) as a result of (1) certain tax attributes that are created as a result of the exchanges of their LLC Units for shares of our Class A common stock, (2) any existing tax attributes associated with their LLC Units the benefit of which is allocable to us as a result of the exchanges of their LLC Units for shares of our Class A common stock (including the portion of Desert Newco's existing tax basis in its assets that is allocable to the LLC Units that are exchanged), (3) tax benefits related to imputed interest and (4) payments under such TRA.

Most of us combine stocks and bonds so that we have different asset classes that balance each other out during periods of volatility.

If one is looking to reduce stock market risk by combining assets that don't necessarily move in the same...

It suggests that combining a stock portfolio that sits on the efficient frontier with a risk - free asset, the purchase of which is funded by borrowing, can actually increase returns beyond the efficient frontier.

Combine this with a 3 % dividend and you're looking at an asset that can generate 9 % to 13 % per year (and because they are out of the money options you still have some upside potential on the underlying stocks).

I have my rental properties in LLCs to protect against litigation because I acquired my other wealth from company stock options and investing in a dividend growth strategy combined with other diversified assets.

Combined with a stock and bond portfolio, real estate will help you meet your investing goals and reduce the ups - and - downs of investing in financial assets.

The combined pot of money is used to acquire stocks or other assets.

This all - star cluster of stocks features the very best of several high - income assets, from preferred stocks to REITs to closed - end funds and more, that combine for a yield of more than 8 %.

If one is looking to reduce stock market risk by combining assets that don't necessarily move in the same direction, the investments must have little - to - no relationship.

Now let's combine these returns according to the five different asset mixes in my models, ranging from Conservative (30 % stocks, 70 % bonds) to Aggressive (90 % stocks):

Account minimums are $ 2,000 with less than $ 50,000 in combined assets, and stock trades cost $ 12.99.

The solution may be to combine them for stronger and more consistent inflation protection and diversification through risk management provided by the mix of not only real asset categories but by the asset class mix, including bonds and commodity futures in addition to stocks.

In addition to identifying the individual stocks and bonds to invest in, managers collaborate to determine the fund's asset allocation, employing a bottom - up assessment of current opportunities combined with top - down macroeconomic analysis to shift the overall asset allocation to take advantage of market inefficiencies.

Pursuant to the Letters, «Net Cash Assets» means the amount of the Company's cash remaining after the completion of the Company's wind - up activities, including satisfaction of all of the Company's obligations by way of indebtedness, severance and related liabilities (provided that the Company will retain all intellectual property assets for the combined companies), minus $ 7 million in cash that the Offeror will receive in exchange for the stock portion of the Consideration described in item (i) Assets» means the amount of the Company's cash remaining after the completion of the Company's wind - up activities, including satisfaction of all of the Company's obligations by way of indebtedness, severance and related liabilities (provided that the Company will retain all intellectual property assets for the combined companies), minus $ 7 million in cash that the Offeror will receive in exchange for the stock portion of the Consideration described in item (i) assets for the combined companies), minus $ 7 million in cash that the Offeror will receive in exchange for the stock portion of the Consideration described in item (i) above.

We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes.

Unusually, the metric box on the right combines two of the most attractive features of the stocks I'm after; it is both cheap on an earnings basis, trading at 6.2 times last year's earnings, and on an assets basis — # 1 invested in Dart buys you more than # 1 worth of tangible assets, and hence your downside is reasonably protected.

Likewise, Dodge & Cox is a stock - heavy manager, and their largest funds made a big losing bet on financial stocks last year, which, combined with a relative lack of bond assets to buffer them, didn't serve the firm (or their funds» investors) very well.

Under the terms of the merger agreement, if the combined company is required to divest assets or businesses for which revenues exceed $ 75 million up to a cap of $ 225 million in order to receive required regulatory approvals, the purchase price will be adjusted down on a pro-rata basis to a minimum purchase price of $ 45.50 per share of common stock.

Combined with a portfolio of stocks and bonds, real estate can help boost returns and cash flow while spreading risk over another asset class so your nest egg doesn't tumble with the next stock market crash.

Combined with a stock and bond portfolio, real estate will help you meet your investing goals and reduce the ups - and - downs of investing in financial assets.