Sentences with phrase «equity investment when»

The empirical evidence is powerful and any investor in Canadian equities should consider a dividend strategy for a portion of Canadian equity investment when trying to build a diversified portfolio.

In a sense, I've been trying to throttle back my income or at least shift the income to the future through equity investments when my energy and business income fades.

Not exact matches

While the Canada Pension Plan Investment Board also considers environmental, social and governance factors when making investments, much of the CPP's equity portfolio essentially replicates major stock indexes.

The extent of the contraction is especially apparent when compared to the United States: a study compiled by Canada's Venture Capital & Private Equity Association found that from 2003 to 2008, venture capital investment as a share of GDP dropped 35 % in Canada; meanwhile, south of the border, it increased by 17 %.

«When we collaborate with a company, sometimes it's an investment and sometimes it's a convertible note that gets turned into equity at a later round.

«The technology represents a potentially important breakthrough at a time when leading investment banks are looking at myriad ways to rebuild their returns on equity.»

Dividend stocks that yield more When it comes to equities, high - paying dividend stocks, especially in the utility and REIT sectors, have been the go - to investment of late.

The one element binding this diverse group of investors together is that they receive some type of equity or stock vehicle when they put money into a growth company; each group then has its own set of goals in regard to how much of an investment return its members hope to earn on that stock and how quickly they hope to earn it (usually when they cash out during an initial public offering or in a merger or acquisition deal).

«Now when I talk to those same investors, they basically say if you outspend cash flow on stupid investments and destroy capital, I'm not just going to be mad at you, I will punish you and I will destroy your equity valuation, and I will never ever own your stock again,» he said.

When entrepreneurs consider accepting a debt or equity investment, they should always consider the alternative and evaluate the pros and cons.

However, when his legal counsel told him crowdfunding startups based on shares and equity wasn't allowed under Canada's investment regulations, he decided to close the project down.

I've sat in numerous fund raising pitches before when I was in banking and in my personal private equity investments.

When an investor makes an equity investment, he or she is issued shares in exchange for capital and becomes a shareholder, or owner, of the company.

When building the BlackRock Managed Index Portfolios, the investment team moves beyond traditional static asset allocation, incorporating asset allocation of equities, fixed income and non-traditional exposures.

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable income.

While additional terms are found in a typical preferred equity financing, the few listed above serve as the primary reasoning behind venture capital investors pursuing a preferred stock structure when making an equity investment.

However, some of that potential equity gain can erode when your investment in the eurozone is translated back into the stronger dollar.

However, when the real estate market declines 15 % / yr, the equity investments also decline 10 % / yr, and one realizes they are paying (in my case 5 % / yr) for the privilege of losing money while paying for a home eventually sold for 30 % less than one paid, I can feel pretty stupid!

In the short term, market downturns are always a possibility, and when investors use equity to play the market, they risk losing out on both the investment and their homes.

European pensions are more comfortable with debt than equity when investing in the developing world, the Dutch institution's investment management chief tells us.

Similarly, preferred equity offers a fixed rate of return throughout the term of the investment and may provide for an additional accrued return when the investment is paid off and the principal is returned.

Strong markets correspond to time periods of the equity market when National Bureau of Economic Research and Fidelity Investments» Asset Allocation Research Team place a high probability on the economy being in either early or mid-cycle.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Which highlights the attractiveness of «value» as an investment strategy at a time when many equity markets have become, in our view, unsustainably expensive as a result of monetary stimulus and the success — so far — of «Smart Beta» and «growth» strategies.

«When we filed for creditor protection, we announced that in order to proceed with the recapitalization plan, we would require a new Canadian equity investment of at least $ 65 million,» Canwest spokesman John Douglas said.

''... though the value equation has usually shown equities to be cheaper than bonds, that result is not inevitable: When bonds are calculated to be the more attractive investment, they should be bought.»

When the UK becomes a third country, investment advisors will need a Mifid passport to deal in the EU, but according to John Young, financial regulation counsel at Ropes & Gray, it is unclear which private equity firms would require a Mifid II passport.

If you want to ensure you get the big returns from stocks that investment writers highlight when urging you to invest in equities, you need to buy during bear markets to make up for the lousy returns from those years when you buy at what proves to be the top of a bull market.

Of course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performed.

The strategy times the allocation of capital to equity ETFs or short - duration Treasury securities when investment opportunities are limited.

Cryptocurrencies are more prone to volatility when compared to investments in conventional financial instruments, such as equities, commodities, forex (foreign exchange) or even real estate.

When you invest with cash flow in mind, your investment goals generally don't take into account equity.

Neiman Marcus does not face any significant debt maturities until 2020, when a term loan of nearly $ 3 billion comes due, giving its private equity owners Ares Management LP (ARES.N) and Canada Pension Plan Investment Board (CPPIB) time to try to turn the business around.

We tap the sector expertise of Franklin's equity and credit analysts when selecting investments for the fund, which helps maintain the fund's highly diversified approach.

Advice: Excess returns are used in CAPM when calculated the cost of equity or the expected return on an equity investment.

Keeping a minimum of 3 months of life expenses in a money market account or GIC in the event of an emergency is prudent because if the market goes down right when you need the money and all of your funds are in risky equity investments, then you are hooped.

Several factors to consider when implementing a personalized approach are the overall equity exposures between the U.S. and foreign markets, hedging and alternative investments.

And when you're looking at equities or bonds, these obviously make up for most people the vast majority of their investment portfolio or at least the core of the investment portfolio.

Bootstrapping may also be used at later stages of a company's development to stretch cash investment and funding to a time when the business generates sufficient cash flow, or until it can attract additional equity investment or borrow from a traditional lender.

In cases where the likelihood of an acquisition or Initial Public Offering aren't likely, we will not make equity investments and will instead explore debt financing as well as quasi-equity structures like royalty financing, revenue - share agreements, and when appropriate, factoring.

In a recent speech, Julie M. Riewe, Co-Chief of the AMU, discussed the AMU's collaboration with other SEC divisions; detailed the AMU's 2015 enforcement priorities with respect to registered investment companies, hedge funds, private equity funds and separately managed accounts; and discussed the AMU's focus on conflicts — their ubiquity, the difficulty or impossibility of eliminating them, the limited extent to which disclosure can cure conflicts, the salience of conflicts when an investment adviser and broker - dealer are affiliated, and related considerations.

Takeaway: recent oil crash creates a long - term income opportunity for brave investors While it can be hard to buy equities in whatever industry is Wall Street's latest whipping boy, this is precisely the time, when pessimism and uncertainty are near their peak, that the best long - term investments are made.

 The Harper government's decision last year to write off every penny of the auto aid and thus build it all into last year's deficit calculation (which I questioned at the time as curious and even misleading) has already been proven wrong. Since the money was already «written off» by Ottawa as a loss (on grounds that they had little confidence it would be repaid — contradicting their own assurances at the same time that it was an «investment,» not a bail - out), any repayment will come as a gain that can be recorded in the budget on the revenue side. Jim Flaherty has learned from past Finance Ministers (especially Paul Martin) that it's always politically better to make the budget situation look worse than it is (even when the bottom has fallen out of the balance), thus positioning yourself to triumphantly announce «surprising good news» (due, no doubt, to «careful fiscal management») down the road. The auto package could thus generate as much as $ 10 billion in «surprising good news» for Ottawa in the years to come (depending on the ultimate worth of the public equity share).

When one thinks about which investment is likely to achieve Buffett's goal of allowing an investor to consume more in the future, we think equities remain the easy choice.

> June 7 — The Future of Alternatives: Disruptive Trends Impacting Private Asset Classes (PwC Tower, 18 York St., Toronto) Find out how experts in private alternative asset classes such as Private Equity, Real Estate, Infrastructure and Agriculture are addressing risks and opportunities from disruption and innovation when assessing future investment opportunities.

But when the Global Investment Committee recently published its strategic seven - year forecasts, it only trimmed annualized U.S. equity returns modestly — from 5.3 % to 4.9 % — in part because it does not expect a significant contraction to profit margins.

The executive pulled off a memorable coup when he led private equity firm Castena's investment in the Proenza Schouler.

When you think about a smart beta investment strategy, you probably think about equities.

In order to ensure that borrowers have sufficient equity and / or reserves to support both the existing financing and the new mortgage being originated, the following guidelines are required for qualifying borrowers purchasing a new Primary residence when the current Primary residence is pending sale or they are converting their existing Primary residence to a second home or investment property.

When however, you borrow against the presently paid - up equity, your ownership is assured, without increasing your debt and the investment are at the ready in case you must pay back the loan for some unforseen reason.