Sentences with phrase «from value and growth»

To find funds that truly are value investors, I conducted a similarity analysis of historical returns and measured the statistical correlation between the monthly returns from various Canadian equity funds and the monthly returns from value and growth indexes.

Because a GARP strategy employs principles from both value and growth investing, the returns that GARPers see during certain market phases are often different than the returns strictly value or growth investors would see at those times.

Not exact matches

Many argue inequality is an unavoidable byproduct of growth — a function of investors and entrepreneurs benefiting from successful demand for their products and value creation in financial markets.

Cory Haik, who recently joined Mic as chief strategy officer after working in a similar capacity at the Washington Post, says a big part of what she and Mic's director of growth and editorial products, Marcus Moretti, are working on is an attempt to marry traditional measurements of reader activity with newer ways of determining if readers are getting long - term value from what the site is providing.

What I have learned from many years of working with tech - enabled growth companies; on both sides of mergers and acquisitions; and angel, private equity and venture capital investments, is that accretion of IP value is the key element to supporting overall enterprise value — representing scalability in phases of rapid growth and supporting attractive multiples during the fundraising and exit phases.

He argued that Etsy had strayed from its core values in pursuit of growth and that it needed to focus more on the success of its sellers, its customer service, and improvements to its website.

«We will look at the opportunities to even further accelerate that growth or create much more shareholder value, so coming at this exactly the way I dreamt we would at this period, from a position of strength and willing to talk, but not needing to, which is really a difference,» he said.

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.

Berkshire Hathaway's results were hit in 2011 from setbacks in its insurance and housing - related businesses, but growth in its book value handily outpaced the broader stock market.

«We will have moved away from the old style boxes, like growth, value, large cap and so forth, and see these replaced by a series of risk factor - related products, like interest - rate sensitive products,» said Celia Dallas, chief investment strategist at investment consultant Cambridge Associates.

And I've called this environment the New Era: low growth, competitive intensity, consumers that are a bit anxious, consumers that are value - conscious, consumers that are connected from a technology standpoint so they have all the information instantly.

«For the remainder of 2014 we will focus on our multi-layered growth strategy, which incorporates same - store sales growth, leverage from higher sales, deployment of free cash flow, increasing royalty revenues and new drive - in development to build shareholder value,» Sonic CEO Cliff Hudson said in a statement.

If the technology in your workplace has fallen out of date or suffers from efficiency issues, it could be telling your employees that you don't value their time and aren't invested in their growth.

Fuel prices have been in a downtrend since June, losing nearly 50 percent of their value, on the back of a price war waged by OPEC (the Organization of Petroleum Exporting Countries) against the U.S. shale producers and as demand from China decreased amid slowing growth.

Echelon is now focusing its growth on «smart» commercial & municipal LED lighting (although its fab-less chip business has apparently now stabilized after a long decline), and if the lighting business accelerates (and it could, due to recent sales force hires and new products), I think there's a chance it can hit a break - even annualized revenue run - rate of $ 40 million by Q4 - 2019 (pushed back from my earlier hoped - for timeline) at which point — assuming $ 14 million of remaining net cash (vs. an estimated $ 18 million at the end of Q2 2018) and 4.7 million shares outstanding (vs 4.52 million today), an enterprise value of 1x revenue on this 53 % gross margin company would put the stock in the mid - $ 11s per share.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

Using factor data from Dimensional Fund Advisors (DFA), for the 10 years from 2007 through 2017, the value premium (the annual average difference in returns between value stocks and growth stocks) was -2.3 %.

CIBC's book value growth from $ 25.17 in 2000 to $ 51.73 in 2015 represents a CAGR of 4.9 %, which compared to 8.5 % for TD and 9.7 % for RBC seems rather paltry.

Top 10 Finalists and the Private Business Growth Award winner have the chance to reap even more value from their participation, including raising company profile — across various channels — receiving external recognition and networking with other successful business owners at several high - profile events.

Greater value can be found in sectors positioned to benefit from economic growth, such as technology and financials.

While some businesses come with significant issues needing resolution — financial distress, a complex corporate carve out, a transition from family ownership, or a need to make costs competitive through deep operational change — others are simply seeking a capital partner committed to growth with the deep operational and strategic experience to partner with management to execute a business plan and attain sustainable value.

An expert in developing and executing strategies for high - growth businesses, Nicole helped Darktrace secure $ 75 million in Series D funding from Insight Venture Partners, KKR, and Summit Partners and led the company to $ 300 million in contract value.

As it looks towards the next stage of growth, PureGym's chief marketing officer Stephen Rowe told The Drum that the brand is taking cues from the likes of Premiere Inn which has leveraged its marketing to move up the value chain and create a deeper connection with consumers.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

«Moving away from momentum investors and their Ouija boards, along with all other forms of investing that eschew intelligent analysis, we are left with two approaches, both driven by fundamentals: value investing and growth investing.»

«There is a considerable negative impact on global growth from the energy sector due to the sharp decline in investments, mainly in the oil and gas sector as well as lower output values.»

* Since assuming leadership of CSIM in 2010, Chandoha has achieved record growth by developing a cultural commitment to providing investors with quality funds at a great value, managing them with integrity and examining risk from multiple angles.

I've been reading a lot of the classic value investing Graham / Buffet stuff and was wondering what are the best ways to tell apart a highly speculative stock like Tesla, from a legitimate growth investment opportunity?

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

The Washington - imposed economic policy of economic growth via mass - immigration shifts wealth from young people towards older people, it floods the market with foreign labor, spikes profits and Wall Street values by cutting salaries for manual and skilled labor offered by blue - collar and white - collar employees.

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

By looking across all the possible directions of growth — growing the core, expanding geographically, diversifying into adjacencies, and taking opportunities that arise from value - chain disruptions and integrations — we help companies choose where to compete, and we support them as they execute their growth strategies.

It is our belief that large institutional investors, Wall Street analysts and the news media alike continue to misunderstand Apple and generally fail to value Apple's net cash separately from its business, fail to adjust earnings to reflect Apple's real cash tax rate, fail to recognize the growth prospects of Apple entering new categories, and fail to recognize that Apple will maintain pricing and margins, despite significant evidence to the contrary.

Investors gathered and connected with other VCs as well as select rising star CEOs from F50's network, who shared their perspectives on securing smart capital that adds value to their companies and the importance of selecting strategic investors for rapid global growth.

Alluding to recent initiatives like all - day breakfast, using fresh beef in Quarter Pounders, and eliminating antibiotics from its chicken, Easterbrook said, «More customers are recognizing that we are becoming a better McDonald's, appreciating our great tasting food, fast and friendly service and compelling value as we execute our Velocity Growth Plan.»

Goldman Sachs took another axe to its growth forecasts for India on Tuesday, as the tremors from the government's shocking move to ban high - value banknotes reverberate across financial markets and the real economy.

The Valuentum Buying Index is based on our research into the experiences of many of the most influential investors, from Benjamin Graham (margin of safety) and Warren Buffett (price versus value) to Peter Lynch (GARP, growth at a reasonable price).

Then we expect a change in leadership away from Value and back to Growth.

Its valuation at the time implied that the company's NOPAT would permanently decline by 30 % from current levels, and even its economic book value, or no growth value, represented 42 % upside.

After the first quarter's negative economic growth, the increase in employment has fed through into some spending indicators and to a real estate recovery, with the S&P / Case - Shiller index of home values in 20 cities rising 4.9 % from a year earlier in April.

Even if bears are right and Verizon is unable to compete in the price wars of the mobile industry, Verizon's current economic book value, or no growth value, is $ 61 / share, which represents 33 % upside from the current price.

Aside from the fact that following Graham's strategy subjects you to more taxable events, you must also recognize that value investing is not nearly as self - propelling as buy - and - holding growth stocks.

The value of mineral exports from six major exporters grew by 76 per cent in US dollar terms between 1999 and 2003, compared with growth of 34 per cent for Australia over the same period.

But finding value investors for technology start - ups is more difficult because entrepreneurs are approaching their business model, growth goals, and corresponding investment pitch from the success theater pulpit....

* Change in operating cash flow is replaced with: (i) tangible book value per share growth for companies in the Banks, Diversified Financials and Insurance sectors; and (ii) growth in funds from operations for REITs, with the exception of Mortgage and Specialized REITs.

Though the recent correction has returned some value to markets, I expect volatility to remain elevated until either global growth stabilizes and / or investors get some clarity from the Fed.

The value - added seafood company announced last week it had raised $ 1.3 million from newly established equity firm Arbel Growth Partners, run by Carl Lee, the former president and CEO of Snyder's Lance, Inc..

Stated differently, of the $ 6.7 trillion in enterprise value added to the S&P 500 since 2013, we estimate $ 418 billion (6 %) is attributable to NOPAT growth (at the 2013YE EV / NOPAT multiple of 18.8 x), $ 1.2 trillion (18 %) is attributable to an increase in net debt, and $ 5.1 trillion (76 %) is attributable to the increase in the S&P 500's aggregate EV / NOPAT multiple to 23.9 x currently (from 18.8 x at the end of 2013).

Managers have the flexibility to shift from value to growth; small to medium to large capitalization stocks; and net long to net short.