Sentences with phrase «hold positions in stock»

The mid cap growth funds will hold positions in stock of companies whose value is less than eight billion but greater than one billion.

The analysts and employees or affiliates of Company may hold positions in the stocks or industries discussed here.

With a covered call strategy the lion's share of the holdings are in a buy - and - hold position in a stock or index.

If you stop trading while holding a position in this stock, there's no way to tell whether you'll be affected by the wash sale rule without doing an analysis of all your trades for the year.

The analysts and employees or affiliates of Company may hold positions in the stocks, currencies or industries discussed here.

Not exact matches

Likewise, some traders hold on to losing positions for an extended time in hopes the stock will recover.

While he still holds moderated positions in those stocks, this year he sees opportunity in utilities.

Herbalife's (HLF) stock has see - sawed for more than two years, beginning in late 2012 when Ackman initially called the company a pyramid scheme and disclosed he held an «enormous» short position in Herbalife's stock.

The family in question may have not just a strong position in terms of the stock it holds; they may also bear the name that's emblazoned on the company letterhead.

As I hold a position in Comcast (CMCSA) I typically tend to monitor what's going on around those stocks and how that activity may affect my position.

At the time of publication, the author held TK positions in the stocks mentioned.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

In short, the market is historically overvalued and it will not end well for those who continue to hold long positions in the stock markeIn short, the market is historically overvalued and it will not end well for those who continue to hold long positions in the stock markein the stock market.

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

The only institutional investor that owns more of HFC stock is Turtle Creek Asset Mgmt which holds a concentrated bet (25 positions in total) for 19 % of the embattled lender.

I don't know about Combs, but Hempton is wrong on Weschler I think, who is known for owning very concentrated positions in very few stocks and holding them for years (he compounded money at around 25 % annually for 12 years in his fund before closing it to go work for Buffett, and the majority of his returns came from just a few positions that he held the entire life of the fund).

I have pared my position in the stock following a run of strong performance, but as of December 31, 2017, the stock was still the largest holding in the fund.

The market timing model of my Wagner Daily newsletter is now in «buy» mode, and the model portfolio is now holding a handful of stocks and ETFs (most positions presently showing unrealized gains).

As the secular bear market drags on, investors become more and more discouraged with their buy and hold positions and they begin to lose faith in the system, their strategy and stocks in general.

In particular, the production and safety concerns facing Tesla have hurt LIT, which holds a 4.4 % position in the stocIn particular, the production and safety concerns facing Tesla have hurt LIT, which holds a 4.4 % position in the stocin the stock.

More impressive, Icahn claims his portfolio has largely been hedged in the last few years — his stock holdings offset by large short positions of the S&P 500 Index.

For certain instruments, including Stock Options, we require a margin charge to cover potential losses involved on holding a position in the instrument.

I recently added a position in BNS which is my third financial holding and third Canadian bank stock.

These positions held in such a portfolio may not provide any dividend income at all, and may also tend to avoid more predictable blue - chip stocks.

According to fourth - quarter filings, Berkshire owns a little over $ 10 billion in stock in the top four carriers — American, Delta Air Lines, United Continental and Southwest Airlines — with the largest position, by number of shares held, being Delta.

You may have amassed significant shares in your employer's company, sold a business in return for company shares, or hold a portfolio with concentrated stock positions.

A stockholder's «net long position» is generally defined as the amount of common stock in which the stockholder holds a positive (also known as «long») economic interest, reduced by the amount of common stock in which the stockholder holds a negative (also known as «short») economic interest.

As befits the man who holds the most prominent position in Sportianity, Erickson is efficient and distinguished, and even more important for the Fellowship, which has a distinctly regional heritage and stamp, he is of sturdy Midwestern Lutheran stock.

However, none of the charges U.S. Attorney Preet Bharara has leveled against the two men pertain to campaign donations, though Mr. Silver stands accused of pressuring Glenwood into hiring a law firm that paid him legal fees while Mr. Skelos faces allegations that he used his position to obtain a sinecure for his son at a company Glenwood held stock in.

The federal complaint against Mr. Skelos claims that he used his position to pressure a developer, believed to be mega-donor Glenwood Management, into getting his son a no - show consultant job at a company that produced water filtration systems for municipalities, a company which Glenwood holds substantial stock in.

The only point I do nt agree with author is holding period coz if the trend is strong and I am in the direction of the trend then hold at least 33 to 50 % of position for 15 to 20 % gain (in stocks).

Clearing members holding open positions in E-Mini Standard and Poor's MidCap 400 Stock Price Index futures contracts at the time of termination of trading in that contract shall make payment to or receive payment from the Clearing House in accordance with normal variation performance bond procedures based on a settlement price equal to the final settlement price.

If it isn't clear right away, this quote is advertising the benefits of diversification, but what Bogle means here is to not waste your time searching for that next home - run stock, but rather diversify across a lot of companies so that you have a high probability of holding a small position in the next Apple or Google.

That's what I did in my worst period 6/2002 -9 / 2002, and the stocks that I held at the end were ideally positioned for the turn in the market.

If you plan to have long - term investments in your non-deductible IRA (such as, say, target funds or long - term stock positions that you expect to hold till retirement) it may be better to keep them in a non-IRA account.

Convertible arbitrage holds long positions in convertible bonds while shorting the stock of the underlying company.

Merger arbitrage funds hold a long position in target stocks while shorting the acquiring company profiting from the difference.

By properly segregating the customer's assets, if no money or stock is borrowed and no futures positions are held by the customer, then the customer's assets are available to be returned to the customer in the event of a default by or bankruptcy of the broker.

When SPY is below its 200 day moving average the portfolio is long the 15 stocks and holds an equal short position in SPY («100 % Hedged»).

Still, even with the dividend cuts I'm still holding on to most of my stocks (I've only sold one stock due to severe dividend cuts) and just let the (now diminished) dividends from other positions continue to roll in every month.

Some brokerages will have shortcut links in the «positions» or «balances» page which will allow you to easily sell shares of any stock you currently hold.

In the event of bankruptcy, stocks hold a relatively low position on assets; shareholders may lose all of their investment to creditors, bondholders and debenture owners.

The team then subjects the most attractively ranked stocks to an analysis of company factors (such as strength of management, competitive industry position and business prospects) and financial statement data to select approximately 7 to 95 stocks to hold in the Fund.

As you think about your stock portfolio, remember that if you're a part time or small investor, holding on to longer term positions should result in better returns than if you traded in and out of stocks.

The investment manager expects to hold an unhedged, fully - invested position in common stocks in environments where the expected return from market risk is believed to be high, and may reduce or «hedge» the exposure of the Fund's stock portfolio to the impact of general market fluctuations in environments where the expected return from market risk is believed to be unfavorable.

if you have a stock position that is sitting on massive gains (either from being very speculative or having held it for a long time), you can transfer it in to the TFSA, sell, and then withdraw it and reinvest it outside.

I'm looking to buy (and hold for years) a tiny position in a stock that's traded on the Taiwan Stock Exchstock that's traded on the Taiwan Stock ExchStock Exchange.

Disclosure: The author has no holdings in the stocks mentioned in this article and has no plans to initiate any positions within the next 72 hours.

Flush with cash from the recent sale of one of my oldest holdings in Total S.A. (TOT), I decided to initiate a new position in a stock that I've been looking at over the last 30 days or so.

I've been doing this for over a year now and I still have holdings in six individual positions, invested in blue - chip stocks like GE, Home Depot, Pfizer, AIG, Altria and Anheuser Busch.