Sentences with phrase «equities based upon»

«I have counseled my clients to allocate a percentage to equities based upon market valuations.

It is true that the housing bubble caused more damage because it was a debt bubble vs. an equity bubble, and that caused a bigger financial problem because banks and shadow banks were more financially exposed to the equity losses of the housing bubble (equity based upon debt x 10).

Note: Homeowners that have at least 10 % equity based upon the last FHA appraisal will pay MIP for 11 years.

Not exact matches

Based upon a 25 % equity stake, by the 5th year, you would be at a 18 % ROI based upon only cashBased upon a 25 % equity stake, by the 5th year, you would be at a 18 % ROI based upon only cashbased upon only cashflow.

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 invested

Global Equities analyst Trip Chowdhry has valued the Tesla Gigafactory at $ 50 billion, based upon his assessment that it will generate $ 100...

Our Bonus Plan allows our compensation committee to provide incentive awards (payable in cash or grants of equity awards) to selected employees, including our named executive officers, based upon performance goals established by our compensation committee.

Any equity requirement necessary for trade approval will be based upon the most recent closing price of the security that you intend to buy or sell.

in the case of our directors, officers, and security holders, (i) the receipt by the locked - up party from us of shares of Class A common stock or Class B common stock upon (A) the exercise or settlement of stock options or RSUs granted under a stock incentive plan or other equity award plan described in this prospectus or (B) the exercise of warrants outstanding and which are described in this prospectus, or (ii) the transfer of shares of Class A common stock, Class B common stock, or any securities convertible into Class A common stock or Class B common stock upon a vesting or settlement event of our securities or upon the exercise of options or warrants to purchase our securities on a «cashless» or «net exercise» basis to the extent permitted by the instruments representing such options or warrants (and any transfer to us necessary to generate such amount of cash needed for the payment of taxes, including estimated taxes, due as a result of such vesting or exercise whether by means of a «net settlement» or otherwise) so long as such «cashless exercise» or «net exercise» is effected solely by the surrender of outstanding stock options or warrants (or the Class A common stock or Class B common stock issuable upon the exercise thereof) to us and our cancellation of all or a portion thereof to pay the exercise price or withholding tax and remittance obligations, provided that in the case of (i), the shares received upon such exercise or settlement are subject to the restrictions set forth above, and provided further that in the case of (ii), any filings under Section 16 (a) of the Exchange Act, or any other public filing or disclosure of such transfer by or on behalf of the locked - up party, shall clearly indicate in the footnotes thereto that such transfer of shares or securities was solely to us pursuant to the circumstances described in this bullet point;

The pro forma stockholders» equity presents our stockholders» equity as though all of the convertible preferred stock outstanding automatically converted into shares of common stock on a 1 for 1 basis, except for the Series C convertible preferred stock which is convertible on a 1 for 1.05 basis (see Note 6), upon completion of a qualifying initial public offering.

The fund adjusts its allocations daily based upon equity and bond market volatility, correlation between the bond and equity indexes, and the yield - to - maturity of the bond index.

Clearly consumer perception is the driving force for Tanger's brand equity and arguably the success of the brand is based upon the collection of brands within Tanger's highly scalable business enterprise.

The transaction absorbed approximately 15 basis points of common equity Tier 1 capital upon closing.

The Series A Preferred shall also be convertible into any future series of Preferred Stock (the «Future Preferred») under either of the following circumstances: (a) if such conversion is approved by the Board or (b) if such conversion is in connection with a future Preferred Stock equity financing in which the Company's fully diluted pre-money valuation is greater than the Company's fully diluted post-money valuation immediately following the Series A Financing contemplated by this term sheet (a «Future Financing»), in either case, on a one - for - one basis (subject to anti-dilution adjustment) at the option of the holder; provided however, if such conversion is in connection with a Future Financing, that the holder may convert into shares of Future Preferred only in the event that all of such shares of Future Preferred received by the holder upon conversion are sold to an Approved Investor (as defined below) no later than 90 days following the first closing of the Future Financing at a price per share no lower than the price per share at which the Company sells shares of such Future Preferred in the Future Financing and, provided further, that such Approved Investor is not an affiliate, family member, or related party of the holder.

In a move widely seen as dismissive of Gov. Andrew Cuomo's education initiatives, Miner and de Blasio on Monday called upon state officials to revise school aid based on the Citizens for Fiscal Equity court decision, which held that New York City schools were inadequately funded.

According to Barrera - Osorio, these findings — the idea that the impact of the program depended upon how the intervention was described to participants — suggest that in order to balance equity and efficiency, a two - step targeting approach might be optimal: first, target low - income individuals, and then, among them, target based on merit.

Those policies need to be based upon equity, solid pedagogy, respect for the whole child and the need of society to improve its democracy and educate a generation that can address the awful problems our generation is leaving them.

• Is able to articulate a philosophy of education grounded in equity and social justice • Has a strong content background • Shows evidence of working collaboratively • Expresses an interest in serving the community • Has a grasp of data - based inquiry • Has an asset - based orientation to family and community • Possesses effective communication skills • Will commit to three years of teaching in a partnering school district upon certification

In this first dimension in the framework, school leaders create a reflective, equity - driven, achievement - based culture of learning focused upon academic success for every student.

You should also know that home equity loans can be foreclosed upon in much the same way that your mortgage lender can foreclose, so borrow only an amount that you can reasonably afford to repay in the coming years, based on your income or budget.

An equity - indexed annuity is a fixed annuity where the interest crediting is based upon an equity index like the S&P 500.

- Use the Home Equity Calculator worksheet to estimate how much money you can borrow based upon what you still owe on other mortgage (s) and loans.

- Use the Home Equity Loan Calculator worksheet to answer this question, based upon the current value of your home, the appreciation, and the balance of one or two fixed - rate mortgage loans.

The cash value is credited with an interest rate of return based upon increases in an «equity index» but is NOT invested directly in the financial markets.

However, based upon the results seen in the first section, I could have run similar regression analysis on just about any of the 1,451 mutual funds in the domestic equity space, and the vast majority of funds would have had scatterplots that looked very similar to American or DFA.

The decision to close Independent Value was based upon the recommendation of the portfolio manager, Eric Cinnamond, who stated that given the current fundamental environment, the Strategy's roughly 90 % + cash balance, and the lack of discounts in the equity portfolio, it is no longer in the best interest of clients to continue offering the Strategy.

The fund adjusts its allocations daily based upon equity and bond market volatility, correlation between the bond and equity indexes, and the yield - to - maturity of the bond index.

Company Risk — Equity securities can fluctuate in price based upon many different factors, including among others, changes in the company's financial condition or prospects, or changes in market or economic conditions affecting a company's industry generally.

Bankrate explains that these loans are solely based upon homeownership and existing, accrued equity in the home.

Yet if there is a 20 percent equity position based upon the value of the existing land then a VA loan is probably not your best bet, anyway.

The Global and International Equities team is made up of a centralized team of portfolio managers and global sector specialists in London, dedicated to global growth equities, who draw upon work of more than 70 locally based research analysts in 11 coEquities team is made up of a centralized team of portfolio managers and global sector specialists in London, dedicated to global growth equities, who draw upon work of more than 70 locally based research analysts in 11 coequities, who draw upon work of more than 70 locally based research analysts in 11 countries.

The Index is comprised of equities highly correlated to energy, based upon the price of the global benchmark for oil, ICE Brent Crude.

You can build upon this base by adding extra criteria, e.g. a P / BV below 1, a debt / equity below 0.2 and a P / E below 15.

These types of mortgages are based upon the equity in the property and not the cash - flow of the property.

Lenders of such credit consider home equity in higher regard than credit score, the basis upon which bank mortgages are approved.

Terms of the Standard Home Equity Line of Credit Program: The HELOC APR is based upon an Index value (the highest prime rate published in the Wall Street Journal Money Rates table) and is subject to change based upon a change in the Index rate.

The Underlying Index seeks to provide exposure to small - cap equity securities that are expected to outperform peers, based upon a quantitative multi-factor model.

Assumption # 1 «Get a $ 55,000 home equity loan for only $ 360 a month» The sample payment of $ 360 per month is an interest only payment based upon an draw amount of $ 55,000 with an variable interest rate starting at 7.8750 %; a 120 month draw period with minimum payments of interest only followed by a 180 month repayment period.

Assumption # 2 «Get a $ 75,000 home equity loan for only $ 453 a month» The sample payment of $ 453 per month is an interest only payment based upon an draw amount of $ 75,000 with an variable interest rate starting at 7.25 % for the 1st month.

i stumbled upon your site as a Canadian based trader who do to regulatory parameters can not register with American discount options brokers to trade US Equity Options.

Any equity requirement necessary for trade approval will be based upon the most recent closing price of the security that you intend to buy or sell.

The APR of an equity line of credit is determined based upon the loan's interest rate.

The equity return is based upon a 2 % inflation rate, a 3 % long - term debt premium and a 3 % stock premium.

Hempstead assessed the value indication associated with a one - third equity interest in VSW based upon the discounted cash flows methodology.

Home Equity Line of Credit: The APR is variable and is based upon an index plus a margin.

Except as expressly provided herein, any claim, dispute or controversy (whether based upon contract; tort, intentional or otherwise; constitution; statute; common law; or equity and whether pre-existing, present or future), including initial claims, counter-claims, cross-claims and thirdparty claims, arising from or relating to (i) the Card; (ii) any service relating to the Card; (iii) the marketing of the Card; (iv) this Cardholder Agreement, including the validity, enforceability, interpretation, scope, or application of the Agreement and this arbitration provision (except for the prohibition on class or other non-individual claims, which shall be for a court to decide); and (v) any other agreement or instrument relating to the Card or any such service («Claim») shall be decided, upon the election of you or the Bank (or Green Dot Corporation or the Bank's agents, employees, successors, representatives, affiliated companies, or assigns), by binding arbitration pursuant to this arbitration provision and the applicable rules and procedures of the arbitration administrator in effect at the time the Claim is filed.

To her, all this investment is «funny money» with all of our equity investments value based upon the whims of commodities, Wall street and trading algorithms that we can't compete with.

Nations in turn have agreed that each country should limit their emissions in regard to other nations based upon «equity.»

The quantitative analysis in this report is based upon the Climate Equity Reference Calculator, an online tool and database that allows the user to select «equity settings» relating to key equity - related parameters, including responsibility, capacity, and developmentEquity Reference Calculator, an online tool and database that allows the user to select «equity settings» relating to key equity - related parameters, including responsibility, capacity, and developmentequity settings» relating to key equity - related parameters, including responsibility, capacity, and developmentequity - related parameters, including responsibility, capacity, and development need.

The CBAT tool allows visualization of any national response for reducing national ghg emissions commitments based upon the idea of contraction and convergence, one of several equity frameworks under discussion in international climate negotiations, but is also of value for visualizing the policy significance of other equity frameworks that are under discussion internationally.