Sentences with phrase «investments in certain companies»

I consider myself a long - term buy and hold (monitor) investor, but unfortunately sometimes situations require me to reconsider my investments in certain companies.

Not exact matches

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business strategy.
All projects must meet a certain IRR in order to be acceptable for investment by the company.
Neither this article nor that post are investment recommendations but, rather, an academic overview meant to help you understand the structure, purpose, and benefits of holding companies in certain specific contexts.
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.
Investments for which market prices are not observable include private investments in the equity of operating companies, real estate properties and certain debtInvestments for which market prices are not observable include private investments in the equity of operating companies, real estate properties and certain debtinvestments in the equity of operating companies, real estate properties and certain debt positions.
TSX.V: ABRA.H («AbraPlata» or the «Company»), intends to complete a portion of its previously announced financing transaction for gross proceeds of $ 2,700,000 (the «Financing») in reliance upon the exemption set out in BC Instrument 45 - 536 - Exemption from prospectus requirement for certain distributions through an investment dealer (the «Investment Dealer Exemptioinvestment dealer (the «Investment Dealer ExemptioInvestment Dealer Exemption»).
The deal ends Yahoo as an operating company and leaves it with its stake in Chinese e-commerce company Alibaba and Yahoo Japan, its cash, convertible notes, certain minority investments, and a noncore portfolio of patents called Excalibur.
We expect that the New Credit Facility will contain a number of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose of assets; merge with or acquire other companies; liquidate or dissolve itself, engage in businesses that are not in a related line of business; make loans, advances or guarantees; pay dividends or make other distributions (with certain exceptions, including tax distributions and repurchases of management equity); engage in transactions with affiliates; and make investments.
Its investment strategy includes choosing certain factors expected to outperform traditional indexes and investing in companies accordingly.
As a result of certain employment actions and capital investments the Company has undertaken, income from manufacturing and services in certain countries is subject to reduced tax rates, and in some cases is wholly exempt from taxes, through 2024.
Within the business cuts, the legislation would reduce the corporate tax rate from 35 to 20 percent ($ 1.5 trillion), allow companies to fully deduct the cost of business investments in the year they are made through 2022 ($ 25 billion), and limit the top rate on certain pass - through business income paid on the individual side to 25 percent ($ 448 billion).
Companies seeking to raise money through Regulation Crowdfunding are limited to raising a maximum of $ 1 million through Reg Crowdfunding Offerings in a single 12 month period, and are subject to certain investment limitations for all investors, as described below in Section 4.3.8 — «Investor Eligibility Requirements.»
In return for their investment in a business, Venture Capitalists hold a certain percentage of shares in the companIn return for their investment in a business, Venture Capitalists hold a certain percentage of shares in the companin a business, Venture Capitalists hold a certain percentage of shares in the companin the company.
This action may be due to market events that made coverage impracticable, or to comply with applicable regulations or firm policies in certain circumstances, including when Raymond James may be providing investment banking services to the company.
In order to qualify as a venture capital investment, the venture fund must receive certain management rights that give the fund the right to participate substantially in, or substantially influence the conduct of, the management of the portfolio companIn order to qualify as a venture capital investment, the venture fund must receive certain management rights that give the fund the right to participate substantially in, or substantially influence the conduct of, the management of the portfolio companin, or substantially influence the conduct of, the management of the portfolio company.
Certain Affinity announced Monday Leyou Technologies Holdings Limited of Hong Kong has made a $ 10 million investment for a 20 percent stake in the Austin - based game development company.
Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
Alli, a former Chairman of Odu'a Investment Company Limited and Peoples Democratic Party (PDP) governorship aspirant in the state, while speaking in Ibadan, the state capital during a live radio program on Fresh FM, «Political Circuit» and monitored by DAILY POST, informed that it was certain that many people were making money in the fight against Boko Haram insurgents, the development he said had made it difficult for the President and the security agencies to defeat the insurgents totally.
Akoustis stands to earn up to $ 8 million in state tax breaks if it reaches certain investment and employment levels in Canandaigua, and the company has lined up a $ 400,000 loan from Ontario County.
Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses, the risk that the transactions with Microsoft and Pearson do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion contemplated by the relationship with Microsoft, including that it is not successful or is delayed, the risk that NOOK Media is not able to perform its obligations under the Microsoft and Pearson commercial agreements and the consequences thereof, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.
Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the effect of the proposed separation of NOOK Media, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, risks associated with the commercial agreement with Samsung, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses (including with respect to the timing of the completion thereof), the risk that the transactions with Pearson and Samsung do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion previously undertaken, including any risks associated with a reduction of international operations following termination of the Microsoft commercial agreement, the risk that NOOK Media is not able to perform its obligations under the Pearson and Samsung commercial agreements and the consequences thereof, the risks associated with the termination of Microsoft commercial agreement, including potential customer losses, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended May 3, 2014, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.
If you are a small investor, you can choose to invest in a hedge fund provided you meet certain criteria determined by the Investment Company Act in the United States of America according to which:
If you follow our three - pronged approach — diversifying across most if not all of the five main economic sectors, avoiding stocks in the broker / media limelight, and sticking mainly to well - established companies — then you can be almost certain of long - term gains in excess of what you'd get with any other investment approach.
Look out for companies that pay out a proportion of their returns as dividends while retaining a certain amount for ongoing investment in pursuit of growth.
• Investing in companies that seek to address major social and environmental challenges may cause a fund to forego certain investment opportunities and underperform funds that do not have a similar focus.
And advisers can receive a kickback from mutual fund companies for putting you in a certain investment.
Yet there are still some legitimate ways of reducing tax liability through investments in certain types of partnership or limited liability company arrangements involving such activities as oil and gas drilling.
Stocks are investments that give you a share in a company and, as a result, a certain right on its assets.
When your company participates in a vesting schedule, however, you can't claim all of those 401k investment funds until you've been employed for a certain amount of time.
Besides the obvious, investing in a certain company's stocks and trading, there are a number of alternative ways that can be conducted when trading to establishing a strategy, with the possibility of making a profit with a company's shares as an investment choice.
This is a core philosophy in Buffett's investment style, and a reason he only buys companies that meet certain criteria.
The NextShares exemptive relief allows unaffiliated registered investment companies to invest in fund shares beyond the normal regulatory limits if certain terms and conditions are met, including that the registered investment company first enters into a written agreement with the fund regarding the terms of the investment.
Exchange - traded funds (ETF) ETFs are open - ended registered investment companies under the Investment Company Act of 1940, which have received certain exemptive relief from the SEC to allow secondary market trading in the Einvestment companies under the Investment Company Act of 1940, which have received certain exemptive relief from the SEC to allow secondary market trading in the EInvestment Company Act of 1940, which have received certain exemptive relief from the SEC to allow secondary market trading in the ETF shares.
In addition, some green investments may be dependent on government tax incentives and subsidies, and on political support for certain environmental technologies and companies.
will do, but you can be assured that banks include them in their analysis, and the damage wrought in the past few years by gigantic interest rate swap liabilities (Develica Deutschland was a notorious example — and no longer listed)(or foreign exchange liabilities for certain investment companies, e.g. Alternative Asset Opportunities (TLI: LN)-RRB- on many property company balance sheets, liquidity and valuations testifies to this.
Some ETFs offer exposure to investments such as small companies, emerging markets or commodities that may be harder to sell in certain circumstances, or more complex and volatile than ordinary company shares.
In general, investments in smaller companies, smaller markets or certain sectors of the economy tend to be less liquid than other types of investmentIn general, investments in smaller companies, smaller markets or certain sectors of the economy tend to be less liquid than other types of investmentin smaller companies, smaller markets or certain sectors of the economy tend to be less liquid than other types of investments.
Warrants may be considered more speculative than certain other types of investments in that they do not entitle a holder to dividends or voting rights with respect to the underlying securities that may be purchased nor do they represent any rights in the assets of the issuing company.
Pershing Square has pushed the company to undertake certain strategies to enhance the value of its investment and BGP seems to be making progress in executing these measures.
He made a lot of money in certain shorter term investments, but even the cheap stuff like the insurance company he bought for a P / E of less than 1 were higher quality businesses with a history of profits.
However, a certain percentage of these assets are not deemed to be investment grade (in the investment class of A or better), which in turn, can make the insurer ratings agencies a bit more leery about the company's overall financial strength in the event of a downward moving market.
I don't invest in certain companies that are questionable ethically in my mind (and whose products I would never use), but it's more because they aren't good investments rather than they make «bad» products.
securities and securities of other regulated investment companies, and other securities (for purposes of this calculation, generally limited in respect of any one issuer, to an amount not greater than 5 % of the market value of a Fund's assets and 10 % of the outstanding voting securities of such issuer) and (ii) not more than 25 % of the value of its assets is invested in the securities of (other than U.S. government securities or the securities of other regulated investment companies) any one issuer, two or more issuers which the Fund controls and which are determined to be engaged in the same or similar trades or businesses, or the securities of certain publicly traded partnerships.
Investment by a Fund in certain «passive foreign investment companies» («PFICs») could subject the Fund to a U.S. federal income tax (including interest charges) on distributions received from the company or on proceeds received from the disposition of shares in the company, which tax can not be eliminated by making distributions to Fund shaInvestment by a Fund in certain «passive foreign investment companies» («PFICs») could subject the Fund to a U.S. federal income tax (including interest charges) on distributions received from the company or on proceeds received from the disposition of shares in the company, which tax can not be eliminated by making distributions to Fund shainvestment companies» («PFICs») could subject the Fund to a U.S. federal income tax (including interest charges) on distributions received from the company or on proceeds received from the disposition of shares in the company, which tax can not be eliminated by making distributions to Fund shareholders.
To be treated as a regulated investment company under Subchapter M of the Code, a Fund must also (a) derive at least 90 % of its gross income from dividends, interest, payments with respect to securities loans, net income from certain publicly traded partnerships and gains from the sale or other disposition of securities or foreign currencies, or other income (including, but not limited to, gains from options, futures or forward contracts) derived with respect to the business of investing in such securities or currencies, and (b) diversify its holdings so that, at the end of each fiscal quarter, (i) at least 50 % of the market value of a Fund's assets is represented by cash, U.S. government
Many intangible factors should also be noted into the valuation in the case of Berkshire, such as its conservative accounting, its cash position / reputation / lender of last resort before Fed (therefore ability to make certain unique investments in preferred / debt, or easy financing for targeted companies such as Burlington), its portfolio of excellent businesses that each commands a huge premium if they were to be sold in the market, etc..
Funding your retirement in a 401k is a great way to save because it gives you a tax savings when you contribute, your investments grow tax deferred, and in many places, your company matches your contribution up to a certain percentage.
In certain extreme circumstances, for example, if the company providing the guarantee goes belly - up, you can still lose money with these investments.
Frequent flier programs allowed members to earn points in a variety of ways by partnering with certain retail business, hotel and rental car companies, long distance telephone carriers, Internet service providers, investment funds, moving and storage companies, automobile companies, flower companies, restaurants and more.
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