Sentences with phrase «long equity cash»

If the portfolio manager sells 94 E-mini S&P 500 futures against her long equity cash position, she has effectively hedged her market risk.

Not exact matches

The primary elements of each named executive officer's total compensation shown in the table are base salary, an annual cash incentive, and long - term equity awards consisting of time - based and performance - based RSUs.

Cash alternatives, such as money market funds, typically offer lower rates of return than longer - term equity or fixed - income securities and may not keep pace with inflation over extended periods of time.

This compensation data was ranked within the Labor Market Peer Group by the aggregate amount of annual salary, annual target and actual incentive awards, plus the annualized grant date value of long - term cash and equity compensation.

Long - term debt and term loans are usually only available to later - stage companies with cash flow or sufficient equity investment to ensure repayment of loan.

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;

We intend to adopt a 2015 Incentive Award Plan in order to facilitate the grant of cash and equity incentives to directors, employees (including our named executive officers) and consultants of our Company and certain of its affiliates and to enable our Company and certain of its affiliates to obtain and retain services of these individuals, which is essential to our long - term success.

Additionally, except as noted below in certain circumstances, we do not provide cash or equity incentives tied to performance criteria, which could cause employees to focus solely on short - term returns at the expense of long - term growth and innovation.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

Long - Term Incentive Compensation Vesting — Our long - term incentives are equity - based, with multi-year vesting required to complement our annual cash incentive compensation pLong - Term Incentive Compensation Vesting — Our long - term incentives are equity - based, with multi-year vesting required to complement our annual cash incentive compensation plong - term incentives are equity - based, with multi-year vesting required to complement our annual cash incentive compensation plan.

For each position, this compensation data was ranked within the Labor Market Peer Group by the aggregate amount of annual salary, annual target and actual incentive awards, plus the annualized grant date value of long - term cash and equity compensation.

The balance sheet is solid — the long - term debt / equity ratio is 0.52, while total cash on the balance sheet is 50 % of long - term debt.

Bonds and cash were always a lousy long - term investment versus equities over many decades, but over shorter timescales the apparent return differences didn't seem so vast as they do today.

While the long - term debt / equity ratio of 1.01 and interest coverage ratio of just over 8 aren't spectacular, the company also has almost $ 40 billion of cash and cash equivalents.

Purchasing a multi-unit rental property to use as your primary residence has its benefits, both in terms of short - term, cash - flow profits; and, long - term gains of equity.

and for how long your portfolio needs to be sustainable (FIRE or normal retirement age), both of which are interrelated, and what is the rest of your allocation — all equities or an allocation to bonds as well as cash?

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

You could even use a blend of cash and bonds — as long as you have plenty buffer to avoid selling equities when they're down.

The Long Term Equities group focused on investments, both public and private, with steady cash flow and growth potential that can hold their value and act as a hedge against inflation.

Now I'm hearing ads all - day long (sports radio) for 100 % cash - out refis, home equity loans, purchase and refi mortgages for buyers who don't even have FICO ratings.

Actually, as long as a company with a 5 % return on equity isn't going to plow any of its cash flow back into the business - it could be a good investment at the right price.

While the Compensation Committee considers short - term performance - based cash bonuses to be a less significant compensation tool than equity awards in terms of driving long - term stockholder value, the Committee believes they play an important role in

Little did anyone know that what Peter Obi called cash - in - hand were basically investment in stocks, bonds and other non-performing equities arranged by Obi in his final days in office; long - term uncompleted assets that will not earn cash until they are completed; various sums spent in rehabilitating federal roads in the State for which re-imbursements may come in the distant future; computation of the State's share of the Excess Crude Account contributed as capital to the Nigerian Sovereign Wealth Fund in 2010, etc..

If you are looking for a way to pay off your existing mortgage to free up cash, you may be eligible to get a reverse mortgage loan to leverage your home's equity and pay off your existing mortgage.2 Reverse mortgages, unlike forward mortgages, do not require monthly mortgage payments for as long as you live in the home as your primary residence, maintain it in accordance with HUD guidelines, and pay your property taxes and homeowner's insurance.1

These include (a) the cash value of one's whole life insurance policy, (b) the home equity value of one's residence, and (c) the pre-funded nature of the long - term care insurance policy.

2017 was generally kind to U.S. shareholders of domestic and international equities, but long - term U.S. Treasury Inflation - Protected Securities (TIPS) rates drifted downward, increasing the present value of future inflation - adjusted cash flows discounted to the TIPS curve.

Owning an investment real estate property can be a great investment option as it will help you to earn interim cash flow and long - term equity through value appreciation.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

Reach your long term financial goals by using your equity and cash value withdrawals (subject to tax) as:

Until then we are increasing the equity in our home which — unlike cash and investment accounts — can't be taken away from us so long as we are current with our mortgage payments.

If your long - term strategic asset allocation is 60 % stocks, 35 % bonds and 5 % cash and a year's gains takes your stocks allocation up to 70 % stocks, you should sell some stock winners: enough to take the equity allocation back to 60 %.

Time will show again and again that equities will be volatile (it might be scary at times) but on the longer term, equities will always trump over cash.

Reverse mortgages do not require monthly payments and do not become due until the last borrower no longer occupies the home as their primary residence or fails to meet the loan obligations.5 Retirees may be able to improve their monthly cash flow and live a more comfortable lifestyle, by using a reverse mortgage to pay off their home or simply access their home equity to supplement their retirement income.

Our formula includes free cash flow to the firm (free cash flow to equity shareholders, plus interest expenses), because interest expenses are volatile and hard to predict with accuracy over the long term.

US equities are leading international equities, high yield bonds lead credit bonds, and cash leads gold and long - term treasuries.

Over the (very) long run, equities out - perform bonds and cash, as is evident below, but may not be practical alternative to bonds for many investors, because of investment horizon, risk - tolerance, dependence on yield, or all the above.

Reverse mortgages allow homeowners (age 62 and over) to convert a portion of their home's equity into cash that generally doesn't need to be paid back as long as the borrower (s) lives in the home.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

2) Return on Capital — This measures how well a company has historically generated cash for its owners in relation to how much capital has been invested (equity and long - term debt) in the business.

The decision to close Independent Value was based upon the recommendation of the portfolio manager, Eric Cinnamond, who stated that given the current fundamental environment, the Strategy's roughly 90 % + cash balance, and the lack of discounts in the equity portfolio, it is no longer in the best interest of clients to continue offering the Strategy.

FHA has long been viewed as a safe source for reverse mortgage loans, which allow homeowners of age 62 and over to pay off their existing mortgages and / or draw on home equity for cash income.

As long as there is sufficient equity in your home and you have the income to support the payment, your bank may not have any problems working with you to get you cash out from the refinance.

The balance sheet is solid — the long - term debt / equity ratio is 0.52, while total cash on the balance sheet is 50 % of long - term debt.

I understand the power of leverage, and the wisdom in shelling out minimal cash for a deposit on a mortgage loan whilst having the tenant's rental income service the overall bond repayments, but when comparing the long - term returns with that of equity, is the admin and the headaches worth it?

While the long - term debt / equity ratio of 1.01 and interest coverage ratio of just over 8 aren't spectacular, the company also has almost $ 40 billion of cash and cash equivalents.

Once they're retired, Heidi says she plans to cash in the GICs and use her TFSA for long - term savings as well, since she knows that higher - growth investments such as equity ETFs will let her take full advantage of the tax shelter.

These funds focus on long - term growth and are perfect for investors with moderate risk tolerance: about 60 % of the holdings are a diversified mix of Canadian, U.S. and international equities, with the remaining 40 % in bonds and cash.

The Fed model is a simplified version of a discounted cash flow model, where the earnings of an equity market are discounted using a common interest rate, frequently a long treasury rate, and compared to the current price, to see whether stocks are rich or cheap.

And our definition of intrinsic value is the recent value of all the future cash flows to be generated from a business, so to that end, we strive to invest in companies with high returns on equity number one, and number two, sustainable and predictable, above - average, long - term earnings growth rate.

Since its July 2013 inception, AQR Long - Short Equity Fund I QLEIX has returned 14.4 % above its benchmark (a 50 - 50 blend of the MSCI World Index and cash) with a standard deviation of 5.8 %, for a Sharpe ratio of 2.46.