Sentences with phrase «held the stock at»

Their managers sell losing securities, match up losses and gains, hold stocks at least a year so that their gains count as long - term, choose stocks that don't produce a lot of taxable dividends, and try to keep taxable transactions low.

Holding this stock at these levels exposes investors to more risk than we believe prudent for almost any investor.

You need to hold the stock at least a year and a day after the vesting date to qualify for a long - term capital gain when you sell it.

So the dividend isn't paid to whoever held the stock at announcement?

So, I will hold a stock at a valuation that I probably wouldn't buy at.

Note that was a risk / sizing decision ultimately — if I couldn't complete / get comfortable with a decent writeup, that would simply be a warning not to hold the stock at all...

Which leads to the question: what's the point of holding a stock at all if one deems it unattractive?

Not exact matches

Facebook — Facebook was upgraded to «buy» from «hold» at Stifel Nicolaus, which said the stock is now «too cheap to ignore» despite challenges coming from increased scrutiny over its privacy practices.

(This is due to the fact that the Dow index is price - weighted, and because Goldman Sachs is now its most expensive stock at $ 242 per share, that bank holds bigger sway on the index average.)

«The percentage of Americans that hold individual stocks is at a 16 - year low.

People with investments in stocks, bonds and other securities can donate those that have appreciated in value that they've held for at least one year, resulting in significant income - tax savings.

As a result, the three bank stocks largely held their own Wednesday, and the CAC - 40 in France was 1.4 percent higher at 2,934.

If you bought Imax stock at its late - 1970s high and held it to today, you would have lost ground to generalized inflation.

Chris Baggini, Facebook shareholder and senior portfolio manager at Turner Titan Fund, told «Squawk on the Street» that his firm holds a long - term view on the stock.

Think about it — what if you held those hot biotechs and cloud based software stocks that were so popular at the end of 2013?

In the short term, it seems that the biggest winners were those who held LNKD stock, which rose dramatically at the news.

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

Icahn does not have this privilege, however, because a condition of this proxy access is that shareholders must have held at least 3 % of the company's stock for at least three years.

Every founder, during their darkest days, closes their eyes and imagines ringing the bell at the New York Stock Exchange while holding a multi-million (or possibly billion) dollar check.

Market share had grown from 14 percent to 21 percent, and the stock price was over $ 40 (it is holding at $ 78 as of this writing).

The letter said the company had stock holdings totaling $ 170.5 billion in value at the end of 2017.

Wiseman commends Manulife for introducing restrictions this year that require executives to hold their stock options for at least five years before exercising them.

By the way, I'm sure you're wondering: Dr. Zuckerberg reportedly held the equivalent of about $ 60 million in Facebook stock at the time of its IPO; if he held onto it all, it would be worth about $ 167 million today.

(The event, called War, Sports, and the Healing Power of Nature, will be held at the New York Stock Exchange on Tuesday.

Investors haven't been happy that Dorsey is trying to be the big man at two public companies facing intense competition in a warp - speed tech industry, but Dorsey disclosed in Square IPO filings a side of himself focused on a very big financial contribution that requires a much smaller piece of himself: Roughly 20 percent of his personal holdings in Square stock would go to the Start Small Foundation.

At a time when Fed Chair Alan Greenspan was being held as the leader of a «committee to save the world «-- as the famous Time magazine cover read — she advised him to raise interest rates and keep an eye on the booming stock market.

Fabrizio Carinelli, president of CANA Construction, puts a lot of stock in the firm's regular supervisor and management meetings, held at a different construction site each month.

«With ordinary warrants, the SEC requires investors who have exercised their warrants to delay selling their stock until expiration of a holding period — generally two years,» notes Rufus King, a partner at Boston law firm Testa, Hurwitz & Thibeault.

On Thursday, April 27 at 2:00 p.m., ET, as the NFL gets ready for its big draft in Philadelphia, CNBC's «Power Lunch» will hold its biggest - ever stock draft.

Campobasso asked him to confirm that before the transfer at issue took place, he held 100 shares in National Amusements stock.

At issue: the IRS's claim that Redstone owed $ 737,625 in unpaid gift taxes, dating back to his 1972 transfer of stock in National Amusements, his family's private holding company, into trusts for his two children.

These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures in European countries that may increase the amount of discount required on Gilead's products; an increase in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift in payer mix to more highly discounted payer segments and geographic regions and decreases in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations in ADAP purchases driven by federal and state grant cycles which may not mirror patient demand and may cause fluctuations in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates in the timelines currently anticipated; Gilead's ability to receive regulatory approvals in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes in its stock price, corporate or other market conditions; fluctuations in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).

Including Andeavor's debt, Marathon is paying US$ 35.6 billion to hold 66 per cent of a combined company worth some 58 billion at closing stock market prices on Friday.

That gold is still holding at its current level — despite rising rates, despite a stock market that continues to rally — is «encouraging.»

Lululemon — The yoga wear maker's stock was downgraded to «hold» from «buy» at Needham, based on a strong run - up for the stock and a diminishing chance of an earnings beat.

Barry Rosenstein's Jana no longer holds any Time stock, according to a quarterly filing, after the previous quarter showed it held nearly 5 million shares at the end of 2016.

There is also a complete list of Goldman partners at the time of its I.P.O. and the value of their stock holdings after the first day of trading.

It also makes sense to review your individual stock and mutual fund holdings at this time, as well as other financial plans.

At longer time frames, the basic relationship generally still holds: Higher U.S. stock market valuations are associated with lower future returns.

In addition, in such circumstances, all restrictions on restricted stock and restricted stock units held by such non-employee director will lapse, and, unless otherwise determined by the Administrator, all performance goals or other vesting requirements will be deemed achieved at 100 % and all other terms and conditions met.

Holding a bond ladder that you can liquidate when the market is down provides the alternative to selling stocks at the worst possible times, and allows you to wait until the stock market recovers.

In other words, as a holding company, our job is executive oversight, support, setting risk management parameters, and putting the right people in the right places to align with our corporate strategy (if we own enough stock to control an investment, we can fire the managers and replace them at our own discretion).

q Proxy Solicited by the Board of Directors for the Annual Meeting of Stockholders — April 26, 2016 Virginia M. Rometty, Martin J. Schroeter, Michelle M. Browdy and Christina M. Montgomery, or any of them with the power of substitution, are hereby appointed Proxies of the undersigned to vote all common stock of International Business Machines Corporation owned on the record date by the + undersigned at the Annual Meeting of Stockholders to be held in the Savannah International Trade & Convention Center, One International Drive, Hutchinson Island, Savannah, Georgia 31402, at 10 a.m. on Tuesday, April 26, 2016, or any adjournment or postponement thereof.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

Additionally, investors will receive restricted stock that will be subject to holding period requirements of at least a year, but in most cases much longer.

So long as you hold onto these stocks, they will hopefully grow at a faster compounded rate than non growth stocks and cause no tax liability.

BATON ROUGE, La. (AP)-- Specialty chemicals company Albemarle is buying counterpart Rockwood Holdings Inc. in a cash - and - stock deal valued at about $ 6.2 billion.

The earnings yield on enormous blue - chip stocks such as Wal - Mart, which had little chance to grow at historical rates due to sheer size, was a paltry 2.54 % compared to the 5.49 % you could get holding long - term Treasury bonds.

Perhaps that's extreme, but one sign the whole thing did have an impact on agency profits and revenues, at least when it comes to the stock prices of the four biggest holding companies.

WisdomTree Dividend ex-Financials Fund (Ticker: DTN) As I wrote last week, with the US economy at mid-cycle, we are looking for an ETF that holds better - quality, dividend - paying stocks to add to our portfolio.