The analysts and employees or affiliates of Company may
hold positions in the stocks or industries discussed here.
The mid cap growth funds will
hold positions in stock of companies whose value is less than eight billion but greater than one billion.
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 marke
In short, the market is historically overvalued and it will not end well for those who continue to
hold long
positions in the stock marke
in 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 stoc
In particular, the production and safety concerns facing Tesla have hurt LIT, which
holds a 4.4 %
position in the stoc
in 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 Exch
stock that's traded on the Taiwan
Stock Exch
Stock 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.