Sentences with phrase «hold my stocks through»

Investors who held their stocks through the bear market gained an average of 32.5 % during the first year of recovery.

Do you base your investments on assumptions on how the stock market will do, or are you more inclined to hold stocks through the ups and downs of the market?

Not exact matches

Yet even if Northern Gateway is doomed, Enbridge stock has held up fairly well through 2012.

And if you just held through all of that, your stock portfolio right now would be about a percent from all - time highs.

The Ontario Securities Commission, for example, has collected 3.1 % of the fines levied after contested hearings held between 2005 and June 2012 (the OSC seeks retribution through stocks and property, but has not yet garnisheed wages).

Sears Canada is controlled by U.S. financier Edward Lampert, who directly and indirectly owns a large majority of its stock including through his stake in Sears Holdings Corp. (Nasdaq: SHLD).

Investors who stayed in the stock market through the crash recovered fairly quickly, and homeowners who bought before 2007 and were able to hold on have been made whole.

Examples of such projects providing marginal benefits are: improving financial reporting systems through better information technology, minor tweaks to supply chain logistics, cutting back on marketing or increasing low - cost advertising (like social media), «rationalization» of head count, holding average wages as low as possible, squeezing suppliers a little bit, not repatriating earnings to stave off taxation, refinancing rather than retiring debts, and the share buyback that is insensitive to a company's current stock price.

As long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panics.

If you hold your Salesforce common stock through a broker, the broker may be prevented from voting shares held in your brokerage account if you have not given the broker voting instructions with respect to your shares (resulting in what is referred to as a «broker non-vote»).

Today, we walk you through the anatomy of a volume - driven breakout stock trade from The Wagner Daily newsletter that led to a 37 % gain over a 1 - month holding period.

If you hold IBM stock through a bank, broker or other intermediary, you are not a stockholder of record.

Each automatic triennial stock option grant and each stock option grant for service as lead independent director, member of a Board committee or chair of a Board committee, in each case as described above, will vest 1/36 per month for three years starting on the one month anniversary of the vesting commencement date, subject to continued service in the capacity for which such grant was made (except that if a director who was granted such an option ceases to be a director on the day before an annual meeting that is held earlier than the anniversary date of the vesting commencement date for that calendar year, vesting will accelerate with respect to the shares that would have vested if such director continued service through such anniversary date).

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

He owns his stake through the holding company Advanced Data Services, according to a Hong Kong stock exchange filing dated Oct. 13, 2017.

If your shares are held through either the Company's 401 (k) Plan or Stock Purchase Plan, then Broadridge Financial Solutions, Inc. (Broadridge) will send you a «voting instruction form and proxy card» to designate your proxy to vote your shares.

Our Robo - Analyst technology helps investors navigate the sector by sifting through the holdings of all Financials - focused ETFs and mutual funds, which hold anywhere from 47 to 581 stocks.

For boomers already holding a great deal of their portfolios in the stock market, Jeff Rose, a certified financial planner and owner of investing blog Good Financial Cents, recommended safe investing through peer - to - peer lending.

Our Robo - Analyst technology helps investors navigate the Industrials sector by sifting through the holdings of all Industrials sector ETFs and mutual funds, which hold anywhere from 20 to 343 stocks.

Shares of biopharmaceutical giant Pfizer (PFE - Free Pfizer Stock Report) held on to the top spot for a fifth consecutive month, with a cumulative gain of 7.6 % through June.

For employee owners, holding shares of stock through an ESOP means they benefit from their own hard work.

I track my individual stock holdings, Roth IRA, Rollover IRA, special investment accounts, and employer 401 (k) account through Personal Capital, and it has been useful and has saved me a bunch of money.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

A partner in a partnership or other pass - through entity that will hold our common stock should consult his, her or its own tax advisor regarding the tax consequences of the acquisition, ownership and disposition of our common stock through a partnership or other pass - through entity, as applicable.

Shares counted toward these guidelines include any shares held by the executive directly or through a broker, shares held through the HP 401 (k) Plan, shares held as restricted stock, shares underlying time - vested RSUs, and shares underlying vested but unexercised stock options (50 % of the in - the - money value of such options is used for this calculation).

If you own shares of FedEx common stock through the FedEx employee stock purchase plan or any FedEx or subsidiary benefit plan, you can direct the record holder or the plan trustee to vote the shares held in your account in accordance with your instructions by completing the proxy card and returning it in the enclosed envelope or by registering your instructions via the Internet or telephone as directed on the proxy card.

Using monthly stock returns and balance sheet data for a broad sample of U.S. stocks and quarterly Berkshire Hathaway SEC Form 13F holdings during 1976 to 2011, along with open - end active mutual fund performance data during 1980 through 2009, they find that: Keep Reading

I'd put 75 % of assets into higher growth buy - and - hold - forever stocks like Brown Forman, Colgate - Palmolive, Hershey, and Nike, and then the remaining 25 % into Fisherified value stocks like DineEquity during the 2010 through 2015 stretch when it was cheap at the beginning of the period while simultaneously increasing its intrinsic value due to the receipt of significant one - time franchise fees.

If you are already sitting on a bullish stock with a 30 to 50 % gain from your entry point, the decision to hold through earnings isn't that tough.

At Morpheus Trading, we need a 10 % minimum profit buffer to hold an individual stock through its earnings report (20 % is even better).

I wanted to show the portfolio of all the stocks held through ownership of the nine funds.

Hold winning stocks through earnings season OR close positions ahead of quarterly earnings reports.

Take it from Warren Buffett, one of the world's greatest investors, who said in his 1996 letter to investors (and if anything it holds more true now): «Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees.

The current amount of unrealized gain is one key factor that should determine if you hold a winning stock through earnings.

Investing in pieces of companies through the stock market as well as wholly owned subsidiaries using value investment methods; Buying old economy industries; Purchasing with the intention to keep not trade; Focusing on durable competitive advantages; Centralizing capital and reallocating to highest and best use; Being paid (with float) to hold capital to invest

Millions of Americans own stock in their employer through various employee stock ownership plans and 401 (k) plans.1 While there can be discounted prices and specific tax benefits to buying employer stock, many investors hold way too much of it.

Planners may recommend that the portfolio hold at least two to three years of living expenses in cash, CDs and short - term bonds that can see you through a stock market decline.

However, we do not mind holding this A-rated stock through a corrective phase in the broad market, just as long as our stop is not triggered.

An investment in the S&P 500 Index, the most widely followed measure of large stocks, earned a total return of 5.75 percent a year through the end of September, two months shy of a full seven - year holding period.

(Through indirect control of two corporate entities, Chamandy has cashed in an estimated $ 280 million (U.S.) in stock since 2006, in addition to an estimated $ 12 million (U.S.) in salary and bonuses; he continues to hold stock options.)

The A-shares traded by Hong Kong and overseas investors through Shanghai - Hong Kong Stock Connect are issued in scripless form, so investors will not hold any physical A-shares.

Shareholders» meetings: Hong Kong and overseas investors are holding SSE securities traded via Shanghai - Hong Kong Stock Connect through their brokers or custodians while HKSCC is providing them nominee services such as distribution of shareholders» meeting notices, consolidation and submission of voting instructions, etc..

To do this, I run my current holdings and potential stock purchases through what I call the Dividend Deep Dive.

Foreign shareholding restrictions: The China Securities Regulatory Commission stipulates that, when holding Mainland A-shares through Shanghai - Hong Kong Stock Connect, Hong Kong and overseas investors are subject to the following shareholding restrictions:

I have held CAT for many years and realize that it's a company / stock that goes through boom and bust cycles as it is more sensitive to economic activity than say, consumer staples.

Nevertheless, you'd still likely be better off than you otherwise would have been had you not used the Individual Roth 401 (k) as a legal structure through which you held your blue chip stocks.

Whenever I simply held my positions through earnings and hoped for the best, I was somehow wrong a majority of the time, and the stocks gapped sharply against me.

However, when a stock is acting very well and climbing steadily higher, we often choose to sit through the first pullback or short - term price consolidation instead, which enables us to capture a 20 to 30 % gain with a longer holding period that averages around 2 to 3 weeks.

But I've held these stocks for this long, I might as well see it through.

We can see this through the ChiNext Price Index, which holds a basket of local Chinese small - cap stocks.