Sentences with phrase «convertible securities»
"Convertible securities" refers to financial instruments, such as bonds or preferred stocks, that can be exchanged or converted into a different type of security, usually common stock. In simpler words, it means these securities can change from one form to another, giving investors the opportunity to switch to a different kind of investment if desired. Full definition
This price is equal to the market price of convertible security divided by the conversion ratio.
teenanalyst.com
Examples include investors that hold a particularly high concentration of a single stock or a very small set of stocks, or specialize in convertible securities.
These risks are generally greater for convertible securities issued by small and / or midsize companies.
Figures include convertible securities; totals may not reconcile due to rounding.
A fund focused on convertible securities from a pioneer in convertible investing.
Convertible securities prices may be adversely affected by underlying common stock price changes.
Credit risk is greater for below investment - grade convertible securities.
Convertible bonds (also called convertible securities) are corporate bonds that can be converted into stocks if the buyer chooses.
The count of shares is also «diluted,» which means it accounts for all possible convertible securities that could be transformed into common stock.
Investors typically view convertible securities as long - term options.
Interest - rate risk is generally greater, however, for longer - term bonds and convertible securities whose underlying stock price has fallen significantly below the conversion price.
Roughly 50 % of its portfolio is invested in stocks, while the other half is held in convertible securities, corporate and government bonds, foreign securities as well as derivatives.
These factors may also lead to increased volatility and reduced liquidity in the markets for convertible securities.
These funds invest primarily in lower credit quality securities, including convertible securities.
Adam Kramer has been appointed portfolio manager of Fidelity Convertible Securities Fund (with retail and Advisor share classes), succeeding Thomas Soviero.
Prior to that, Mr. Rakers managed Fidelity Advisor Balanced Fund from 2005 to 2008, Fidelity Balanced Fund from 2002 to 2008, and Fidelity Convertible Securities Fund from 2001 to 2002.
CEVA issued 29,856,537 registered shares in the offering, at CHF 27.50 per share, for total gross proceeds of CHF 821 million and placed CHF 379 million of mandatory convertible securities in the concurrent private placement.
Brookfield Real Assets Income (RA) is a closed end fund that seeks total return through investments in global convertible and non convertible securities and utilizing and option writing strategy.
The fund has appointed former Bank of Tokyo - Mitsubishi UFJ director of US convertible security sales Robert Kallish to head up the New York operation as managing director international.
Robert has a strong grounding in financial services and market temperament and in depth knowledge of investment banking and wealth management products, which was reinforced during his time as the Director, US Convertible Securities Sales for the Bank of Tokyo - Mitsubishi UFJ.
The $ 13.5 billion iShares U.S. Preferred Stock ETF (PFF B) is the largest of several preferred stock ETFs on the market, while the $ 2.9 billion SPDR Barclays Convertible Securities ETF (CWB C) is the only convertible bond ETF currently available.
The fund had just three equivalent positions: in the SPDR ® Bloomberg Barclays Short Term Corporate Bond ETF (SCPB), SPDR ® Bloomberg Barclays Convertible Securities ETF (CWB) and iShares Select Dividend ETF (DVY).
Domestic common stocks Foreign common stocks Domestic bonds (investment grade, not junk) Foreign bonds High - yield (aka junk) bonds Cash - type assets (cash equivalent) Longer - term fixed - dollar (guaranteed principal) assets Investment real estate Other tax - sheltered investments Convertible securities Gold and other precious metals Collectibles Other assets
The ICE BofAML All U.S. Convertible Index consists of convertible bonds traded in the U.S. dollar denominated investment grade and non investment grade convertible securities sold into the U.S. market and publicly traded in the United States.
2) In general, check the basic EPS (unless the company has convertible securities like convertible bonds or preferred stocks).
Convertible securities entitle the holder to receive interest payments or a dividend preference until the security matures, is redeemed, or the conversion feature is exercised.
Similarly, when convertible securities are issued to «friends of the business» there can be a provision to lower the options» exercise price because of distributions.
Matthews Asian Growth and Income is «MACSX» because it once was their Asian Convertible Securities fund.
Howard has been managing high yield bonds and convertible securities since 1978 when he started at Citibank.
He advises investment banks, corporations and hedge funds in the structuring, negotiation and execution of high - yield debt, affiliate margin loans, equity derivatives and other structured financial products, including over-the-counter derivative products, registered and Rule 144A mandatory and optional convertible securities and variance and correlation swaps.
In addition, CMA CGM, the third largest container shipping group in the world, has committed to make a strategic cornerstone investment in CEVA Logistics by purchasing CHF 379 million of mandatory convertible securities which will convert into shares of CEVA Logistics once certain regulatory approvals have been obtained.
Calamos Investments introduces a closed - end fund that seeks to generate a high level of current income and total return through a risk - managed dynamic allocation of equity - sensitive investments, focusing on convertible securities.
Thomas Soveiro has been removed, after 11 years, from management of Fidelity Convertible Securities (FCVSX).
Perth companies Valmec and Northern Minerals have struck agreements to raise up to a combined $ 8.2 million through the issue of convertible securities.
The Fund may also invest in convertible securities of American issuers or equivalent equity securities.
The author Lawrence McDonald is former vice president of distress debt and convertible securities at Lehman Brothers.
Examples include bonds and GICs with maturities greater than one - year, strip bonds, mortgage - backed securities, private placements and other debt instruments, preferred shares (not including convertible securities) and income mutual funds.
Consider these risks before investing: Convertible securities prices may fall or fail to rise over time for several reasons, including general financial market conditions, factors related to a specific company or industry, changing market perceptions of the risk of default and changes in government intervention in the financial markets.
This is especially true for convertible securities, but even vanilla debt securities can receive a credit rating upgrade that may drive capital gains while you wait out the bear market environment.
These securities primarily include common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts.
At least 80 percent of the fund's assets are invested in equity securities, including common stock, preferred stock, convertible securities, rights and warrants and depository receipts of companies located in the China region.