Sentences with phrase «end investment sales»

High year - end investment sales momentum carried forward into 2013's first quarter.

Not exact matches

Another reduction, though the relatively small size of Berkshire's holdings makes the sales discernible only in the 13F filings, is that Berkshire cut its investment in Moody's (MCO) from about 32 million shares at the end of 2009 to 28.4 million a year later.
Sales for the smartwatch during Apple's second fiscal quarter were down 40 % compared to the company's fiscal first quarter ended December 26, ITG Investment Research senior analyst Matthew Goodman wrote to investors on Thursday.
• Neiman Marcus, a Dallas, Texas - based department store operator backed by Ares Management and Canada Pension Plan Investment Board, ended talks regarding a partial or full sale of the company, according to Reuters.
«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.
Low Load Fund - This is the specific charge on a given sales by company that is an open - end investment firm.
Closed - end Investment Company - Closed - end investment companies are businesses devoted to the supervision of investments that involve a limited issue of shares for sale and disInvestment Company - Closed - end investment companies are businesses devoted to the supervision of investments that involve a limited issue of shares for sale and disinvestment companies are businesses devoted to the supervision of investments that involve a limited issue of shares for sale and distribution.
The CTK public sale investment round for non-accredited investors is anticipated to begin on 1st of May 2018 (5 am UTC / 7 pm AEST) The CTK public sale round will end on 1st of June 2018 (11 pm UTC / 9 am AEST), or when the CTK pre-sale hard cap is reached.
Global sales of milk formula (including infant formula and follow - on milks) have increased from a value of about US$ 2 billion in 1987 to about US$ 40 billion in 2014... Political commitment, investment, and effective international, national, and local leadership are needed to end promotion of products that compete with breastfeeding.»
The Real Estate Board of New York and the Building and Construction Trades Council of Greater New York have reached an agreement to revive the 421a tax exemption in New York City, ending a 10 - month stalemate that put a damper on the city's investment sales market and stalled several major projects.
This is definitely an investment, but in the end, you get a higher percentage of the sales.
Most of my purchases end up on Craigslist or eBay in a timely way, and if I'm nimble enough I can recover 80 or 90 percent of my investment or maybe break even, particularly if I swooped in earlier at a sale.
Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses, the risk that the transactions with Microsoft and Pearson do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion contemplated by the relationship with Microsoft, including that it is not successful or is delayed, the risk that NOOK Media is not able to perform its obligations under the Microsoft and Pearson commercial agreements and the consequences thereof, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.
Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the effect of the proposed separation of NOOK Media, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, risks associated with the commercial agreement with Samsung, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses (including with respect to the timing of the completion thereof), the risk that the transactions with Pearson and Samsung do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion previously undertaken, including any risks associated with a reduction of international operations following termination of the Microsoft commercial agreement, the risk that NOOK Media is not able to perform its obligations under the Pearson and Samsung commercial agreements and the consequences thereof, the risks associated with the termination of Microsoft commercial agreement, including potential customer losses, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended May 3, 2014, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.
Front - end loads are paid to investment intermediaries, such as financial planners, brokers and investment advisors, as sales commissions; as such, these sales charges are not part of a mutual fund's operating expenses.
Similarly, the majority of front - end load investments do not charge investors an additional sales charge when shares are exchanged for a different investment as long as the new investment is offered by the same fund family.
Then at the end of the investment life you are required to recapture those losses as Capital Gains on sale of the stock.
There is also a chance that your investments are held in products with back end loads (also called deferred sales charges).
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.
Matisse Discounted Closed - End Fund Strategy has a $ 1000 minimum initial investment on its «A» shares, which bear a sales load, and $ 25,000 on its Institutional shares, which do not.
Front - end sales loads reduce the amount of your investment.
Instead, they may charge a fee when you withdraw money from an investment option, known as a deferred sales charge or «back - end load.»
There are some funds that charge a load fee, which is a sales fee taken either upon initial investment known as front - end load fee or upon sale of investment, known as back - end load fee.
Something else to be aware of are deferred sales charges, a back - end fee charged to mutual fund investors who redeem their investment prior to a set period of time.
Perhaps no investment product is more maligned than mutual funds with deferred sales charges (DSCs), also known as back - end loads.
The Examples assume: (1) you invest $ 10,000 in the noted class of Units in the noted Investment Portfolio for the time periods indicated; (2) your investment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with ClasInvestment Portfolio for the time periods indicated; (2) your investment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with Clasinvestment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with ClasInvestment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with Class A Units.
Other Fund risks include market risk, equity risk, ETN risk, closed end fund risk, asset allocation risk, early closing risk, underlying fund investment risk, short sales and leverage risk, liquidity risk, trading risk, and turnover risk.
The portion of the offering price of shares of most open - end investment companies (mutual funds) which covers sales commissions and all other costs of distribution.
For the period ended May 31, 2011, purchases and sales of investment securities other than short - term investments aggregated for the Allocation Fund were $ 209,731,190, and $ 5,530,322, respectively.
For the six months ended May 31, 2011, purchases and sales of investment securities other than short - term investments aggregated for the Income Fund were $ 279,234,116, and $ 142,443,400, respectively.
Looking back, we enjoy the benefit of hindsight... but let's not under - estimate the existential threat to the company at the time: Operating free cash flow was minimal, there was little opportunity to realise assets (except at fire - sale prices) in 2009 - 11, almost EUR 400 million of net losses, investment write - downs & goodwill impairments were recorded in the five years ending in 2012 (which actually understates a near - 85 % collapse in net equity), as the banks kept shrinking their committed facilities & imposing harsher terms (and seriously considering pulling the plug).
You CAN get screwed by cancelling early, and the front - end enrollment fee DOES slow down the growth of your investment in the first few years, and sales reps oftentimes don't tell you everything — but that's not just with Group Plan providers.
Our list of these lowest cost noload investment firm funds was selected to try to remove those investment firm funds charging investment loads that would be either level loads, front - end loads, or back - end sales loads.
Front - End Load — This is a commission or sales fee that you pay upon making the initial investment.
Under the SEC proposal, an ETF would be defined as a registered open - end management investment company that: • Issues (or redeems) creation units in exchange for the deposit (or delivery) of basket assets the current value of which is disseminated per share by a national securities exchange at regular intervals during the trading day; • Identifies itself as an ETF in any sales literature; • Issues shares that are approved for listing and trading on a securities exchange; • Discloses each business day on its publicly available web site the prior business day's net asset value and closing market price of the fund's shares, and the premium or discount of the closing market price against the net asset value of the fund's shares as a percentage of net asset value; and • Either is an index fund, or discloses each business day on its publicly available web site the identities and weighting of the component securities and other assets held by the fund.
Front - End Load: When a Front - End Load option is chosen, a sales charge is deducted from the amount received for investment and paid to the Financial Advisor, with the remaining amount invested in the chosen Fund options.
Many people pay investment front end sales loads for advice that seems free.
Back - End Load — This is a commission or sales fee that is incurred upon the sale of your investment.
To be treated as a regulated investment company under Subchapter M of the Code, a Fund must also (a) derive at least 90 % of its gross income from dividends, interest, payments with respect to securities loans, net income from certain publicly traded partnerships and gains from the sale or other disposition of securities or foreign currencies, or other income (including, but not limited to, gains from options, futures or forward contracts) derived with respect to the business of investing in such securities or currencies, and (b) diversify its holdings so that, at the end of each fiscal quarter, (i) at least 50 % of the market value of a Fund's assets is represented by cash, U.S. government
*** NTR sale price reflects a $ 2.25 share redemption & a $ 0.10 year - end share price for the de-merged Altas Investments (which I'll also deem sold, as it's only a sub-1 % portfolio holding now).]
Some mutual funds that charge front - end sales loads will charge lower sales loads for larger investments.
This listing of these very low cost no load investment funds was selected to try to exclude those investment company funds assessing sales fees which are either front - end loads, level loads, or back - end sales loads.
These very low cost noload investing funds was screened to try to cut out all investment firm funds charging sales fees that would be either level loads, back - end loads, or front - end sales loads.
Favorite Investment: New Issue Closed End Funds (to receive the sales credits the client will never see).
The sales fee is called a load fee and it charged on your initial investment, a front - end load fee, or at the time of the sale of the investment, a back - end load fee.
+ read full definition, back - end loadBack - end load A sales fee that you pay when you sell an investment.
Record attendance and sales, stunning new location at Nova's Ark Project, mark fourth and largest - yet edition of East End's premier contemporary art fair Southampton, NY (July 17, 2015)-- Wrapping up its fourth and largest edition yet, Art Southampton, the leading international contemporary and modern art fair for acquiring investment - quality 20th and 21st century works of art, presented by Art - Miami, drew a record 21,000 collectors, art enthusiasts, curators and art lovers to the world - renowned pastoral Attendees resoundingly noted the distinguished array of contemporary artworks and installations, paintings, photography, prints, drawings, design, video art, and indoor and outdoor sculptures showcased by more than 80 international galleries at the fair.
> Art Basel in Miami Beach 2015: The Final Sales Report artnet > Art Basel Ends on Strong Sales bloomberg > Strong sales & critical acclaim mark 14th edition of Art Basel in Miami floridatrend > Art Basel in Miami Beach 2015: The Final Sales Report artnet > Crowds Flock To Art Basel Miami, But Buyers Are Cautious forbes · video > Jim Chanos: Art Is Not an Investment blooSales Report artnet > Art Basel Ends on Strong Sales bloomberg > Strong sales & critical acclaim mark 14th edition of Art Basel in Miami floridatrend > Art Basel in Miami Beach 2015: The Final Sales Report artnet > Crowds Flock To Art Basel Miami, But Buyers Are Cautious forbes · video > Jim Chanos: Art Is Not an Investment blooSales bloomberg > Strong sales & critical acclaim mark 14th edition of Art Basel in Miami floridatrend > Art Basel in Miami Beach 2015: The Final Sales Report artnet > Crowds Flock To Art Basel Miami, But Buyers Are Cautious forbes · video > Jim Chanos: Art Is Not an Investment bloosales & critical acclaim mark 14th edition of Art Basel in Miami floridatrend > Art Basel in Miami Beach 2015: The Final Sales Report artnet > Crowds Flock To Art Basel Miami, But Buyers Are Cautious forbes · video > Jim Chanos: Art Is Not an Investment blooSales Report artnet > Crowds Flock To Art Basel Miami, But Buyers Are Cautious forbes · video > Jim Chanos: Art Is Not an Investment bloomberg
At the end of Q3 of fiscal 15 - 16, Tube Investments had approved a stake sale of Rs. 882.67 crore.
Huge front - end sales commissions and policy - surrender charges eat up the cash value, and you'll probably lose all or most of your investment.
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