Sentences with phrase «of at attractive valuations»

By May of 2016 I had booked gains of 30 % and 20 % respectively in positions I didn't consider as core holdings, but I took advantage of at attractive valuations after favourable market conditions.

Not exact matches

The bottom line: there is a higher probability of funding — and at more attractive valuations — if you live locally in the Bay Area, particularly in the early stages.

And with public markets at current valuations, private strategies offering target returns of 15 percent to 20 percent have never been more attractive.

My response has been to be extremely disciplined at passing on deals, even attractive ones, if the valuations exceed the traditional limits of seed stage investments.

As you can see below, these forward valuation multiples make the stock look attractive compared to the kind of multiples it's traded at in recent years.

At less than 14x our estimate of normalized EPS and with over a 3 % dividend yield, we believe the current valuation is attractive for this good collection of businesses.

This isn't to say that stocks can't deliver adequate returns between now and some narrow set of future dates, but to expect that stocks purchased at these levels will deliver attractive long - term returns in general requires the assumption that current valuations will remain elevated into the indefinite future.

Our investment philosophy is based on the long - term ownership of outstanding businesses through common stocks purchased at attractive valuations.

Also, when it comes to managing other people's money at Saber Capital Management, I don't feel comfortable owning low - quality businesses, regardless of how attractive the valuation appears to be.

They each lasted for more than 15 years, they each ended at extremely attractive levels of valuation (generally about 7 - 9 times trailing 10 - year earnings), and, and they each endured many years of growing volatility in output and inflation, which eventually created the mindset for investors to price stocks at attractive levels of valuation.

In fact they will share a common portfolio of 15 - 30 high quality global business trading at attractive valuations, and in their absence both strategies also have the ability to hold up to 30 percent in cash.

«We believe that by investing in an actively managed and diversified portfolio of companies that benefit from long - term industrial, technological or general market trends, and trading at attractive valuations, are going to lead to superior growth of capital over time.

With charts like this, looking at relative valuation, you can expect some «mean reversion» over time and you have to make a judgement about what you think is an appropriate level of premium / discount, and in turn, what you think is an attractive level.

Given the current high level of dispersion in profitability across companies, many high - quality companies are trading at reasonably attractive valuations.

We believe in the long - term ownership of great businesses purchased at sound and attractive valuations.

That being said, even at today's historically attractive valuation multiples, investors should likely only expect to earn a potential total annual return of about 5.9 % to 6.9 % (1.9 % yield plus 4 % to 5 % annual earnings growth) over the next decade, far below the company's historical return rate and the returns offered by most other dividend aristocrats.

I'm still well over 50 % cash at this point and plan to continue holding more or less this level of cash until market valuations become more attractive.

The aim of the investment management / research team is to invest in companies which on average have high return on capital invested, are not excessively leveraged, are run by competent and minority shareholder friendly managers and are available at reasonably attractive valuations.

«Canada is a great place to invest and certainly Canadian banks are great but even so, if we look at the valuations of TD or Scotiabank, and JPMorgan looks more attractive, we'll invest there,» says Belaiche.

We pay particular attention to valuation, as stocks purchased at attractive prices provide a margin of safety and superior long - term return potential.

He said: «Active managers have the opportunity to take advantage of volatility to buy good stocks at attractive valuations and take profits in stocks as they rise - generating alpha or excess return in financial speak.

In other words, at what point does attractive valuation compensate you for the risk of investing in lesser quality securities?

the European periphery is a bubble («The Euro crisis is not over... the European economies are not going to change for the better for years to come despite all the cheating and breaking of laws»), Value investors need to venture to Russia («when you look at today's opportunity set, you're left with a set of assets where nothing looks attractive from a valuation point of view») or buy gold mining stocks -LRB-» The down cycle could be much bigger than anybody believes if the market realizes that all the actions taken in recent years do not work.»)

History teaches us that valuations typically become extremely attractive at the end of Bear markets.

In that case, the valuation of the current share price would look attractive at about 10x earnings.

I find that rental properties perform much like bonds — they provide a stable cash flow that can be used to pay living expenses or make purchases of additional equities when they are at attractive valuations.

«We want to make sure we buy long lead - life, low decline - rate assets at attractive valuations, with good balance sheets, in order to survive the short - term and very intense volatility we're seeing in the price of oil,» McKinley said.

The fundamental question to answer with any high dividend yield stock is whether the yield is high because it is trading at an attractive valuation with a substantial dividend payout ratio, or because the dividend is out of control and ready to get cut.

And, as an advisor, the tough thing with buying value stocks is the reason things are typically trading at an attractive valuation is because they're out of favor, they're the ugly duckling.

«A voracious appetite for quality triple net deals has resulted in extremely high valuations and aggressive pricing but we were able to finance the acquisition of this quality portfolio at a very attractive debt yield,» said Karlin Real Estate Lending Managing Director Larry Grantham.