Sentences with phrase «in unrealized»

This year we reaped a significant financial benefit in unrealized gains due to strong market performance.

This technique lets you lock in your unrealized profits and gives you room for the stock to continue to rise, letting your profits run.

It helps you prevent unnecessary losses, encourages you to analyze the risk you are taking when buying, helps manage your capital and allows you to lock in unrealized gains while letting your profits run.

This increase in unrealized appreciation is rarely, if ever, reflected in annual income accounts, whether for St. Joe, Tejon Ranch or other companies whose common stocks are in the Fund's portfolio and which own developable properties.

Net Change in Unrealized Appreciation (Depreciation) on Investments and Foreign Currency Related Transactions

Net Change in Unrealized Appreciation on Investments and Foreign Currency Related Transactions

Net change in unrealized appreciation / depreciation on investments is included in the related amounts in the Statement of Operations.

For the period ended May 31, 2011, the effect of warrants with equity risk exposure held of $ (125,221,529), $ 304,186, and $ (205,075) for the Fairholme Fund, the Income Fund, and the Allocation Fund, respectively, is included with Net Change in Unrealized Appreciation / Depreciation on Investments and Foreign Currency Related Transactions on the Statements of Operations.

Net Change in Unrealized Depreciation on Investments and Foreign Currency Related Transactions

Credit Suisse said it had booked about $ 125 million in unrealized losses after it bought notes issued by collateralized debt obligations and SIVs in its money market fund.

There's a lot more there in unrealized capital gains, but we don't count that.

Earning power will not necessarily be evidenced by earnings as reported for accounting purposes, but might also be measured by increases in unrealized, and therefore unreported, appreciation (e.g., St. Joe Paper), by increased cash flows (e.g., Forest City Enterprises), or by a company becoming an attractive sales, merger or acquisition candidate (e.g., Constellation Bancorp).

I haven't gone with everyone but those I have, have topped 15 % in unrealized gains and 6.75 % in cash dividends + nearly all have had dividend growth as well.

Move back to the Tax Reform Act of 1986, and eliminate all of the deductions, and then go further, tax us all like traders, and make us pay each year on the net increase in unrealized gains.

As for private equity, they could not disclose changes in unrealized capital gains as part of their returns without being taxed on it.

Regardless, no one at AIG had much to say about mark - to - market accounting in 2005 - 2007, when they had billions of dollars in unrealized gains from their sundry portfolios.

WFC, -0.96 % Although the stock portfolio's value has declined recently, the company sits on more than $ 111 million in unrealized capital gains as of its last fiscal year - end.

Moreover, each of the long - standing achievement gaps among US students of differing ethnic origins, income levels, and school systems represents hundreds of billions of dollars in unrealized economic gains.

Compare that to the $ 6 trillion in unrealized capital gains that could be tapped through Opportunity Zones.

I'd love to see my government take a stand and realize that they either pay now or pay later — in, among other ways, rising health care costs on obesity and diet - related illness, and in unrealized potential from kids who don't succeed in school because they are hungry and / or undernourished.

Perhaps also in the unrealized future.

If the EI premium rate «fix» were not enough, the Finance Department also includes $ 1.2 billion in unrealized asset sales to help achieve a balanced budget in 2015 - 16.

The combined trade is currently down 2,532, mostly in unrealized capital losses.

Not exact matches

Under the new accounting rules, that meant Google had to mark up its stake in Uber, likely by a considerable amount, and report the unrealized gain as income.

Debt - to - capital ratio excluding net unrealized investment gains, net of tax, included in shareholders» equity

The ratio of debt - to - capital excluding after - tax net unrealized investment gains included in shareholders» equity was 23.4 %, within the Company's target range of 15 % to 25 %.

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserveIn the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reservein an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.

Adjusted shareholders» equity is shareholders» equity excluding net unrealized investment gains (losses), net of tax, included in shareholders» equity, net realized investment gains (losses), net of tax, for the period presented, the effect of a change in tax laws and tax rates at enactment (excluding the portion related to net unrealized investment gains (losses)-RRB-, preferred stock and discontinued operations.

Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.

Debt - to - capital ratio excluding net unrealized gain on investments, net of tax, included in shareholders» equity, is the ratio of debt to total capitalization excluding the after - tax impact of net unrealized investment gains and losses included in shareholders» equity.

Net unrealized investment gains included in shareholders» equity were $ 175 million pre-tax ($ 133 million after - tax), compared to $ 1.414 billion pre-tax ($ 1.112 billion after - tax) at year - end 2017.

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

However, despite evidence of the business and social value of developmental lending, industry has not yet invested in this approach, the pool of available loan capital in Alberta remains inadequate, and the economic and social benefits remain largely unrealized.

Moshe Milevsky, a finance professor at Schulich and one of Canada's best - known home - ownership skeptics, has long argued that for young people with limited means and unrealized career potential, stowing most of their wealth in a single illiquid asset is foolhardy.

Segment operating income excludes unrealized gains and losses on hedging activities (which are a component of cost of sales), general corporate expenses (which are a component of selling, general and administrative expenses), amortization of intangibles, gains and losses on divestitures and acquisition - related costs, in all periods presented.

Wells Fargo Securities forced LJM to unwind its portfolio in «a series of catastrophic trades that locked in the portfolio's primarily unrealized losses and made them real,» LJM said in the filing.

Major Noah's «Ararat» on Grand Island in the Niagara River, a half - agricultural venture, was an unrealized dream in 1818.

When Scott Mitchell joined Southern Rewinding as CEO in 2008, he saw a company with great, but unrealized potential.

If you have investments that have gone up in value (in tech - speak, they have unrealized capital gains) and your loved one has a favorite charity, you can donate investments to the charity.

For example, in our Wagner Daily ETF and stock picking portfolio, we are presently sitting on unrealized gains of 49 % in Silica ($ SLCA) and 35 % in Yelp ($ YELP).

As you may recall from this recent blog post, we're holding a long position in this ETF (currently showing an unrealized gain of 10.5 % since our May 23 pullback entry).

This is supported by the fact that both the short and long ETF positions in our model portfolio are acting well and showing unrealized gains.

On a different note, all 7 open positions in our model portfolio of The Wagner Daily (3 ETFs and 4 stocks) are presently showing unrealized gains, and are technically well positioned to climb higher in the coming days.

Below is the daily chart of SolarCity ($ SCTY), which I bought in The Wagner Daily newsletter on December 19 (still long as of January 10, with an unrealized price gain of 26 %):

We also commend Michael Dell and Silver Lake for their vision and creativity in recognizing EMC's unrealized value and in creatively structuring the transaction.

our open position in $ LNKD is now showing an unrealized gain of nearly 12 % (20 points) since our April 9 buy entry.

Over the full period analyzed, the benchmark has returned 6.9 % to investors versus 8.1 % for the comparative universe, but much of the performance in more recent years remains unrealized.

Speaking of internet stocks, our open position in $ LNKD is now showing an unrealized gain of nearly 12 % (20 points) since our April 9 buy entry.

Unrealized investment income (loss) results from changes in the fair value of the underlying investment as well as the reversal of unrealized gain (loss) at the time an investment isUnrealized investment income (loss) results from changes in the fair value of the underlying investment as well as the reversal of unrealized gain (loss) at the time an investment isunrealized gain (loss) at the time an investment is realized.

However, I have an unrealized 100 % + gain in one of my long - term DG stocks that I bought just last year!