Not exact matches
Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and
capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our
capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and
investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU,
on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted
on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition
on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of
expense reimbursement; (19) negative effects of the announcement or the completion of the merger
on the market price of United Technologies» and / or Rockwell Collins» common stock and / or
on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
Limited partners would receive a return
ON investment in the form of monthly draws from the net income generated by the rental of the rooms, after
expenses, and would receive return OF their
investment, together with any
capital appreciation, when the house is sold, in a five or ten years after the housing crisis blows over.
Some examples: in the presence of full
expensing, a corporate rate reduction has no effect
on the cost of
capital for equity - financed
investments and raises the cost of
capital for debt - financed
investments.
Examples include provisions that allow immediate
expensing or accelerated depreciation of certain
capital investments, and others that allow taxpayers to defer their tax liability, such as the deferral of recognition of income
on contributions to and income accrued within qualified retirement plans.
Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating
expenses, operating income, operating margin, overhead or other
expense reduction, product defect measures, product release timelines, productivity, profit, return
on assets, return
on capital, return
on equity, return
on investment, return
on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working
capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.
Spain could therefore either use the imported German
capital to (a) increase domestic
investment (which it did in the form of a real estate bubble)(b) binge
on consumption and sharply reduce its savings as a function of GDP (which it also did)(c) accept higher unemployment (which it is now forced to do) which forces GDP to fall faster than consumption falls or (d) try to emulate Germany by passing off a trade imbalance at the
expense of the rest of the world (which Europe as a whole is trying to do and which will go nowhere in the long run because only one country is even remotely capable of accepting such massive inflows, and it is increasingly unwilling to import the unemployment caused by German and Asian policies).
Management anticipates that the Company will be dependent, for the near future,
on investment capital to fund operating
expenses.
Profits were a return
on tangible
capital investment and current
expenses on labor, raw materials and other inputs.
In general mutual funds are more expensive because of higher
expense ratios (the ongoing annual costs), load fees (typically 2 to 5 percent of the
investment), transaction costs and taxes
on short - term
capital gains.
This can be complicated, depending
on the type of
investment you have, but broadly speaking, when your Proceeds of Disposition are more than the Adjusted Cost Base minus your outlays and
expenses, the result may be a
capital gain.
By reducing your debt, you no longer have the burden of additional
expenses that you pay someone else's
investment return
on capital.
In general mutual funds are more expensive because of higher
expense ratios (the ongoing annual costs), load fees (typically 2 to 5 percent of the
investment), transaction costs and taxes
on short - term
capital gains.
I haven't used Mint for a long time, but the Personal
Capital tools do roughly the same thing
on the
expense tracking side but outperform
on the
investment side.
Consequently, PRM offers substantial return enhancement in the future but requires a
capital expense now compared to periodic surveys that require a relative small
expense with lower return
on investment.
The original purpose of subscription lines was (a) to enable GPs to make
investments and pay fund fees and
expenses without frequent
capital calls and (b) to prevent opportunistic funds that don't sit
on large amounts of cash from missing out
on attractive
investments requiring quick funding.More recently, however, their use has grown for the additional reasons discussed below.
The
investment seeks daily
investment results, before fees and
expenses, and interest income earned
on cash and financial instruments, that correspond to twice (200 %) the daily performance of the Barclays
Capital 20 + Year U.S. Treasury Bond Index.
If the
investment decreases in value, Bruce will have lost some of his
capital as well as having paid
expenses along the way, giving him a negative return
on his
investment.
You might have been pinning your hopes
on launching / winning a crucial lawsuit, but now you can't afford the legal
expense & uncertainty — Burford
Capital (BUR: LN), Juridica
Investments (JIL: LN) & IMF Australia (IMF: AU) can lower your risk & provide the necessary funding.
On the other hand, Personal Capital offers hyper - accurate expense and income tracking and aggregates all of your accounts on one page but also offers one of the best retirement calculator and tracking tool available, focuses on investments with top - of - the - line portfolio management tools, and offers advisory and wealth management service
On the other hand, Personal
Capital offers hyper - accurate
expense and income tracking and aggregates all of your accounts
on one page but also offers one of the best retirement calculator and tracking tool available, focuses on investments with top - of - the - line portfolio management tools, and offers advisory and wealth management service
on one page but also offers one of the best retirement calculator and tracking tool available, focuses
on investments with top - of - the - line portfolio management tools, and offers advisory and wealth management service
on investments with top - of - the - line portfolio management tools, and offers advisory and wealth management services.
Any thoughts
on why Greenblatt closed his Formula Funds and went to the Gotham
Capital format, with its very high fees
expense ratio and minimum
investment?
REIT Risk (Real Estate Fund only): The Fund's
investments in REITs may subject the fund to the following additional risks: declines in the value of real estate, changes in interest rates, lack of available mortgage funds or other limits
on obtaining
capital, overbuilding, extended vacancies of properties, increases in property taxes and operating
expenses, changes in zoning laws and regulations, casualty or condemnation losses and tax consequences of the failure of a REIT to
Personal
Capital is designed for people who want to track their day - to - day
expenses but are even more interested
on their mid and long - term
investment planning.
The
investment seeks daily
investment results, before fees and
expenses and interest income earned
on cash and financial instruments, that correspond to twice (200 %) the inverse (opposite) of the daily performance of the Barclays
Capital 20 + Year U.S.
The
investment seeks daily
investment results, before fees and
expenses, and interest income earned
on cash and financial instruments, that correspond to twice (200 %) the inverse (opposite) of the daily performance of the Barclays
Capital 7 - 10 Year U.S.
«Beyond that, clients have all the exemptions and deductible
expenses, some portion of their total receipts are taxed at (lower) dividend or
capital gains rates, muni bond payments are not taxed by the federal government at all (unless you are in the AMT), losses are harvested out of the
investment portfolio, and many advisory clients have a host of other lines filled out
on their tax forms that blunt Uncle Sam's fingers in your client's wallet.»
While
on the subject, here's the way we like to think about the value of paying an advisor to construct an
investment portfolio for the purpose of producing a sustainable retirement paycheck: Take the total amount of their fees,
expenses, and commissions and divide that by the amount of income realized over the past year (don't count share sales as income, just dividends and
capital gains distributions).
Forms 1040, 1040A & 1040EZ Form 1040 Schedule A — Itemized Deductions Form 1040 Schedule B — Interest and Ordinary Dividends Form 1040 Schedule C — Net Profit or Loss Form 1040 Schedule D —
Capital Gains and Losses Form 1040 Schedule E — Supplemental Income and Loss Form 1040 Schedule EIC — Earned Income Credit Form 1040 Schedule F — Profit or Loss from Farming Form 1040 Schedule H — Household Employment Taxes Form 1040 Schedule R — Credit for the Elderly or the Disabled Form 1040 Schedule SE — Self - employment Tax FEC — Foreign Employer Compensation for eFile Form Payment — Form Payment for eFile Form 982 — Reduction of Tax Attributes Due to Discharge of Indebtedness Form 1116 — Foreign Tax Credit (Individual, Estate, or Trust) Form 1310 — Statement of Person Claiming Refund Due a Deceased Taxpayer Form 2106 — Employee Business
Expenses Form 2120 — Multiple Support Declaration Form 2441 — Child and Dependent Care
Expenses Form 2555 — Foreign Earned Income Form 3800 — General Business Credit Form 3903 — Moving
Expenses Form 4137 — Social Security and Medicare tax
on Tip Income Form 4562 — Depreciation and Amortization Form 4563 — Exclusion of Income for Bona Fide Residents of American Samoa Form 4684 — Casualties and Thefts Form 4797 — Sales of Business Property Form 4868 — Application for Extension of Time to File U.S. Income Tax Return Form 4952 —
Investment Interest
Expense Deduction Form 5329 — Additional Taxes Attributable to IRAs, et.
As a result, insurers could decide to rebalance their portfolios, to better match assets and liabilities, and purchase more bonds at the
expense of equity, if they determine that the potential increased
investment return
on equities does not offset the cost of holding more
capital.
SOMA has already spent $ 3 million
on software and other
capital expenses and has plans to make another seven - figure
investment soon, says Dadurka.
And might investor
capital then refocus
on other
investment classes at the
expense of real estate?
Employees (but if they are working
on capital improvements or renovations, you have to amortize their labor costs as part of your
capital investment, rather than as a current year
expense.)
179 - D Energy Efficient Commercial Building Tax Provision
Capital Gains
Capital Gains — Carried Interests
Capital Gains Exclusion
on Sale of Principal Residence Denial of Interest
Expense Deductibility Depreciation — General Estate Tax Reform Foreign
Investment in Real Property Tax Act (FIRPTA) Immediate Write - off (
Expensing) of Commercial Buildings Independent Contractor Internet Sales Tax Fairness Section 1031 Like - Kind Exchange Mortgage Debt Cancellation Relief Mortgage Interest Deduction State and Local Tax Deductions Tax Reform