Sentences with phrase «in case of equity»

In case of equity funds, short - term gains are taxed at 15 %.

For example, in the case of equity shares typically, the loan amount approved is equivalent to 50 % of the value of such shares.

In case of equity funds, you invest for more than 1 year typically.

Assume, in the case of an equity portfolio, that the holder has designs on getting control of some of the issuers whose common stock is in the portfolio.

Dear harinath, The Dividend Re-investment option can be slightly more tax efficient than the growth option for short - term (less than 12 months in case of equity funds).

There is no such restriction in case of Equity oriented pension funds.

That uncertainty is risk — in the case of equities, it's a substantial risk.

For performing credit instruments the market is far less important than in the case of equities.

Even so, there is an important, and difficult to deal with, difference between the two: A bond has a coupon and maturity date that define future cash flows; but in the case of equities, the investment analyst must himself estimate the future «coupons.»

Time horizon — fresh produce is perishable, whereas most risky assets are long - dated, or in the case of equities, have indefinite lives.

Keeping the insurance policies in electronic form provide safety from misplacing, convenience similar to what is there in case of equities.

Not exact matches

This means you could be obligated to sell shares of an equity / ETF you may not own (in the case of short calls) or buy shares of an equity / ETF (in the case of short puts).

In 50 % of the cases, private equity owners wind up changing out the CEO during the course of the holding period.

Michael Wilson, chief U.S. equity strategist at the firm, said in a note Monday that the S&P 500 could reach his «bull case» target of 3,000 «by the middle of the year as investors bid up P / Es toward 18.5 x on one last surge of euphoria before settling back down by year end.»

In some cases, participation requires entrepreneurs to sign over a portion of equity or accept an ownership stake.

«Securing a home equity line of credit, but not using it initially, is one way to give yourself easy access to money in case of unemployment or big bills,» said Holden Lewis, research analyst at NerdWallet.

Ben made the strong case that the XC90 demonstrates that a Chinese company can handle the stewardship of a major brand that has built up an impressive level of equity over the decades, especially in the US, where it was for many years synonymous with safety.

The blogosphere is abuzz with news that Microsoft picked up an equity stake in Facebook, which — in case you haven't picked up a newspaper, read a magazine, or gotten poked lately — is kind of hot right now.

On the last day of the public comment period over the proposed equity crowdfunding rules, a slew of stakeholders wrote into the SEC on the topic of liability in the case of fraud.

In PRNewswire's case, «wire» refers to the primary means of distribution, leased from the Associated Press, that delivers information directly into newsrooms and equities terminals via satellite.

Angel investors normally provide capital for start - ups or businesses in the early stage of growth in exchange for equity, or in some cases, convertible notes, that converts into shares or cash value at a point later on.

One department produces non-sponsored analyst certified content generally in the form of press releases, articles and reports covering equities listed on NYSE and NASDAQ and the other produces sponsored content (in most cases not reviewed by a registered analyst), which typically consists of compensated investment newsletters, articles and reports covering listed stocks and micro-caps.

I have often seen cases in which entrepreneurs are unable to repay relatives because they subsequently raise money from professional investors who do not look kindly on business owners who try to repay one class of equity investors before others.

In addition to preparing our social - media properties for the offering, we also retained the services of a financial PR firm (Leverage PR in our case) to help us to draft and distribute our press releases and help us to come up with and execute a PR strategy for the duration of the equity - crowdfunding rounIn addition to preparing our social - media properties for the offering, we also retained the services of a financial PR firm (Leverage PR in our case) to help us to draft and distribute our press releases and help us to come up with and execute a PR strategy for the duration of the equity - crowdfunding rounin our case) to help us to draft and distribute our press releases and help us to come up with and execute a PR strategy for the duration of the equity - crowdfunding round.

In some cases, a banker gets interested, but he or she expresses anxieties about perceived risks; a credit - line commitment might be offered, contingent upon the company's being able to carry out some type of equity offering simultaneously.

Faessen owns 15 percent of the equity in WhistlePig and is a member of the board of managers of WhistlePig, according to legal documents for Bhakta's case, filed in May in Delaware, where WhistlePig is incorporated.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

You might have created that value by slaving 18 hours a day, seven days a week for five years (in which case the value of the sweat equity is $ 8.70 Invested Interests Angels cash equity effort ownership startup sweat equity VCs MORE

You might have created that value by slaving 18 hours a day, seven days a week for five years (in which case the value of the sweat equity is $ 8.70 Invested Interests Angels cash equity effort ownership startup sweat equity VCs

Since the end of August to a couple weeks ago, the rally of 22 % was unprecedented as the market took cues from the other global equity markets hitting all - time highs in many cases (US, German, etc.) and the -LSB-...]

Equity financing can be an informal agreement (especially in the case of friends and family), but it shouldn't be approached that way.

However, when the real estate market declines 15 % / yr, the equity investments also decline 10 % / yr, and one realizes they are paying (in my case 5 % / yr) for the privilege of losing money while paying for a home eventually sold for 30 % less than one paid, I can feel pretty stupid!

My sense is that it is still mainly defined benefit pension plans that are interested in hedge funds and private equity, which are the focus of the Intel case.

In the case of a company, this is also known as Owner's Equity, Net Assets, or Net Worth.

Case in point: By their titles, one would expect Mutual of America Institutional Funds, Inc.: Mid-Cap Equity Index Fund (MAMQX) and Fidelity Salem Street Trust: Spartan Mid Cap Index Fund (FSMDX) to track the same index.

Similar to the portfolio, methodology of insurance documented in equity markets, the contingent immunization provides executives with the innate ability to exchange underperforming fixed income assets with better performing ones while restricting their powers in cases where declines...

Wagner: As is common in excess fee and stock drop cases, the Intel complaint asserts a cause of action for failing to disclose certain particulars (e.g., investment performance over specified periods) regarding three of the plan's nine «Investment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities Fund.»

Corporate valuation, equities, bonds and interest rates, and mergers and acquisitions are only some of the areas covered here in detail and presented in sample interview questions and cases with easy - to - follow charts and frameworks.

in the case of our directors, officers, and security holders, (i) the receipt by the locked - up party from us of shares of Class A common stock or Class B common stock upon (A) the exercise or settlement of stock options or RSUs granted under a stock incentive plan or other equity award plan described in this prospectus or (B) the exercise of warrants outstanding and which are described in this prospectus, or (ii) the transfer of shares of Class A common stock, Class B common stock, or any securities convertible into Class A common stock or Class B common stock upon a vesting or settlement event of our securities or upon the exercise of options or warrants to purchase our securities on a «cashless» or «net exercise» basis to the extent permitted by the instruments representing such options or warrants (and any transfer to us necessary to generate such amount of cash needed for the payment of taxes, including estimated taxes, due as a result of such vesting or exercise whether by means of a «net settlement» or otherwise) so long as such «cashless exercise» or «net exercise» is effected solely by the surrender of outstanding stock options or warrants (or the Class A common stock or Class B common stock issuable upon the exercise thereof) to us and our cancellation of all or a portion thereof to pay the exercise price or withholding tax and remittance obligations, provided that in the case of (i), the shares received upon such exercise or settlement are subject to the restrictions set forth above, and provided further that in the case of (ii), any filings under Section 16 (a) of the Exchange Act, or any other public filing or disclosure of such transfer by or on behalf of the locked - up party, shall clearly indicate in the footnotes thereto that such transfer of shares or securities was solely to us pursuant to the circumstances described in this bullet point;

In case you are new to momentum swing trading, it's important to understand that stocks and ETFs breaking out to new 52 - week high usually provide us with our largest gains because these equities have a complete lack of overhead price resistance (which would otherwise be created by sellers who bought a higher price).

In determining the size of equity grants to our executives, our compensation committee has historically considered our corporate performance, the applicable executive's performance and potential for enhancing the creation of value for our stockholders, the amount of equity previously awarded to the executive and the vesting of such awards, the executive's position and, in the case of awards to executive officers other than our chiIn determining the size of equity grants to our executives, our compensation committee has historically considered our corporate performance, the applicable executive's performance and potential for enhancing the creation of value for our stockholders, the amount of equity previously awarded to the executive and the vesting of such awards, the executive's position and, in the case of awards to executive officers other than our chiin the case of awards to executive officers other than our chief

Our bottom line is that the worst - case outcomes look unlikely in France — and European equities remain one of our favored asset classes globally.

The puts obliged Berkshire to pay its unnamed counterparty at the end of the contact period, in this case between 2021 and 2026, if certain equity indexes such as the S&P 500 declined over the course of the contract.

Scale start - ups — the leading engine of job creation — are staying private longer, on average 11 years in 2014, and, in some cases, are even going straight from venture to private equity ownership to provide liquidity to early investors and employees.

«Whereas 80 % of beer companies» consumers are male, cider is gender - neutral, opening up a market in which beer players have struggled,» a 2011 Nomura Equity Research report explained — while also pointing out that a typical case of cider ($ 35) costs more than craft beer ($ 33) or imported beer ($ 29).

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

Today's session could bring some clarity, as equities are trading near the upper boundary of their ranges after the dovish ECB meeting minutes, and those who fancy shorts, could a good entry point in the case of a failed breakout.

During periods of decline it can be helpful to find long ideas among stocks which a) have low levels of debt, in case the market decline deepens, b) have a history of high returns on equity and investments c) have shown price momentum despite waning momentum in the overall markets.

The IRS noted last week that the interest on a home equity loan or home equity line of credit would still be deductible on 2018 returns in many cases if the loan is used to buy, build or substantially improve the taxpayer's home that secures the loan.

The equity risk premium is fun to know about just in case you're invited to a Bank of England cocktail party, but it can also help shape your portfolio...