Sentences with phrase «of holding stocks»

What economists call the «equity premium» — the extra return that investors demand to compensate for the risk of holding stocks — has never since been so high.

As creating a good stock portfolio is important, similarly, it's equally important to monitor the performance of the holding stocks in your portfolio.

Here we are going to discuss how to monitor the performance of the holding stocks.

Another advantage of holding stocks in taxable accounts is the ability to reduce capital gains by offsetting them with capital losses.

Some advisors recommend a retired investor switch to bonds and other fixed - income investments for their retirement investments instead of holding stocks or stock ETFs.

As some investors near retirement, their advisors recommend switching to bonds and other fixed - income investments for their retirement investments instead of holding stocks... Read More

If the risk of holding stocks is low (there is minimal risk at times of moderate and low prices, according to the entire historical record), middle - class investors should be heavily invested in stocks because of the great return they provide.

Does the reward for taking the risk of holding stocks exhibit any long - term trend?

We believe our methodology helps identify the most attractive stocks at the best time to consider buying, helping to avoid value traps and lagging performance due to the opportunity cost of holding a stock with great potential but at an inopportune time.

While dividends are the only direct income (money paid out) to shareholders, the total return of holding a stock is the dividend plus the capital gain of the stock price.

If an email emerged that the CEO or board of BP were warned that the Deepwater Horizon rig was likely to explode and failed to act, we would certainly rethink the morality of holding the stock.

However, unlike Buffett, most investors don't think in terms of holding a stock for decades.

First, let me clarify that in this post we are going to learn how to monitor the performances of the holding stock in your portfolio.

In the first year of holding the stock, you would expect to receive $ 1.20 per share in dividends, for a dividend yield of 2.4 % ($ 1.20 / $ 50).

next, i'm not sure what you mean by «the tax advantages» of holding stock index ETFs.

Which leads to the question: what's the point of holding a stock at all if one deems it unattractive?

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.»

A lot of U.S. housing stocks have skyrocketed as the American recovery has taken hold, but there are still some companies in this sector that will continue to climb.

As a result, the public filings do not always present a complete picture of a management firm's stock holdings.

M&A: Health insurer Cigna Corp. plans to buy Express Scripts Holding Co. in a cash - and - stock deal worth $ 67 billion (includes the assumption of $ 15 billion in debt).

The head of BMO Investments thinks the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

«The percentage of Americans that hold individual stocks is at a 16 - year low.

Famed investors Warren Buffett, Mark Cuban and Tony Robbins all suggest starting with index funds, which hold every stock in an index, offer low turnover rates, attendant fees and tax bills, and fluctuate with the market to eliminate the risk of picking individual stocks.

Shareholders who held stock on the date of Bertolini's announcement and still hold it today have seen the value of their original stake more than double (compared with the more modest 34 % gain for the S&P 500 during the same period).

Blackstone said on Thursday first - quarter earnings per share fell 20 percent year - on - year, as a stock market slump weighed on the value of its holdings.

You will need to have stock, as well as a place to hold it, which will cost a large amount of money, depending on your product.

Automotive Holdings Group has further grown its presence on the east coast with the acquisition of five franchised car dealerships in NSW for $ 8.5 million plus stock and assets.

He also illustrates how in the past year the stock has held a series of lows around the $ 300 level before finally breaking «on heavy volume» down to $ 252 earlier in April.

Unicorns were created in the aftermath of the financial crisis, when the low interest rate environment prompted investments in riskier assets, such as the stock of privately held companies.

(Industry lore holds that Coach got the leather cheap from a supplier with excess stock to get rid of.)

The industry has got used to existing on lean inventories, some refineries holding less than one week's operating stock, and ignored the increasing complexity of alumina trading between big entities such as Rusal.

While there's no question that it will take sales growth to turn this company around, the majority of analysts do have a hold or neutral weighting on the stock.

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

Meister's Corvex Management owns 5.5 % of CenturyLink stock, which is now the hedge fund's largest holding, he said.

«Mad Money» host Jim Cramer addresses three high - performing stocks investors should hold onto during moments of market madness.

If you need to hunt down the cost basis of some long - held stocks and your brokerage firm doesn't have that information, you could dig up historical prices and dividend payments to get a sense of your cost basis.

The comment is oddly elliptical and passive given that Pessina is a shareholder controlling 13 % of the company's stock, with allies KKR and activist fund JANA Partners holding sway over another 4.7 % and 1.1 %, respectively.

Of 27 brokerages covering the stock, nine have a «buy» or higher rating, 10 «hold» and eight have «sell» or lower.

One of them, Berkeley's Emmanuel Saez, said the incomes of the richest Americans surged last year in part because they cashed in stock holdings to avoid higher capital gains taxes that took effect in January.

The activist investor owns just under 7 % of Baxter and the stock is one of the top holdings of his firm Third Point.

Such is the life these days of a corporate CFO, a profession that will have to find ways to protect the bottom line while also instilling marketplace confidence that his or her respective company's stock is worth holding.

Bill Miller, the famed value investor who manages the Miller Opportunity Trust mutual fund and holds 16 % of its portfolio in airline stocks, imagines a new normal in which airlines remain profitable during slumps because of their newfound discipline on capacity.

Experienced investors Warren Buffett, Mark Cuban and Tony Robbins suggest beginning with index funds, which hold every stock in an index, offer low turnover rates, attendant fees and tax bills, and fluctuate with the market to eliminate the risk of picking individual stocks.

Screens have the advantage of avoiding the biases held by human stock pickers, but sometimes an active manager, like a conscientious driver, can do a better job of spotting the hazards dead ahead.

According to Bloomberg, 18 of 30 analysts rate the stock a «buy» while rest have a «hold» rating.

And if you just held through all of that, your stock portfolio right now would be about a percent from all - time highs.

Think about it — what if you held those hot biotechs and cloud based software stocks that were so popular at the end of 2013?

People who hold stocks for a millionth of a second (see Michael Lewis's book «Flash Boys» which I highly recommend.)

US stocks rose early on the second day of a holiday - shortened week and held onto those gains for the rest of the session.