Sentences with phrase «of stock assets»

For example, Vanguard, the largest mutual fund target - date provider by assets, said earlier this year it would increase its international stock stake to 40 % of stock assets throughout 2015, up from 30 %.

One of the things that appeals to me the most about this Cash Reserve method is that the amount of stock assets I have in my portfolio is determined not by some arbitrary percentage, but, instead, by how much I income I spend each month after taking Social Security benefits and pension income into account.

Not exact matches

«U.S. stocks are probably among the more overvalued companies on a global scale,» says Luc de la Durantaye, managing director of asset allocation and currency management at CIBC Asset Manageasset allocation and currency management at CIBC Asset ManageAsset Management.

Deep learning's use of patterns to predict future activity appears to have tremendous potential for stock brokers, investment bankers, and asset managers — to assist them, at least for now.

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

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the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

VanEck plans to be at the forefront of the next generation of digital assets, leading efforts in the tokenization of everything from real estate to stocks.

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.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

The opening paragraph will most often state whether the transaction is proposed to be the purchase of stock, membership interests, or assets.

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.

Take stock of the assets you have and create a realistic plan to define your purpose, gather resources and develop market insights.

CNBC»S Jim Cramer and David Faber ask well - known stock pickers Bill Miller of LMM, Jim Chanos of Kynikos Associates and Robert Bishop of Impala Asset Management to reveal best ideas.

I am on the lookout for the CBOE, CME and even NASDAQ and New York Stock Exchange to shift from the current method of asset tracking to one based in blockchain, the technology behind Bitcoin and other digital currencies.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

Stocks «are bouncing back... in what is proving to be a year of amazing of resilience for the asset class and silencing the bears,» said Nick Raich, CEO of The Earnings Scout.

Still, the Fed chairman reiterated his argument that lower rates boost growth by helping increase prices of stocks, homes and other assets.

On a non-GAAP basis (excluding stock - based compensation expenses, amortization of intangible assets, reorganization costs, goodwill and technology impairment charges, the impact of the US tax reform and a loss from discontinued operations), net loss for the fourth quarter was $ (798,000), or $ (0.26) per diluted share, compared with a net loss of $ (432,000), or $ (0.15) per diluted share, for the fourth quarter of 2016.

On a non-GAAP basis (excluding stock - based compensation expenses, amortization of intangible assets, reorganization costs, goodwill and technology impairment charges, the impact of the US tax reform and a loss from discontinued operations), the Company recorded a net loss of $ (1.6) million, or $ (0.54) per diluted share in 2017, compared with a net loss of $ (375,000), or $ (0.13) per diluted share in 2016.

«We expect the ECB to continue net asset purchases until around the third quarter of 2018, while the Fed will likely begin reducing its stock of quantitative easing assets early in 2018... These opposite moves mean that the ECB's balance sheet could be around 20 percent larger than the Fed's by around end - 2018, assuming constant FX rates,» he noted.

You see, although bitcoin and other cryptocurrencies are commonly referred to as a form of digital currency, in the eyes of the IRS, cryptocurrencies are capital assets, like stocks or commodities, and are therefore subject to capital gains taxes.

But because their assets tend to perform better during better economic times, these stocks often see higher returns than other parts of the market during upswings, says Stammers.

Bonds remain the most important asset to diversify the risk of owning stocks.

This summer, the brokerage entered an arrangement with Coinbase, a popular San Francisco - based exchange, to let customers view the value of their digital currency alongside stocks and others assets on their Fidelity homepage.

Instead, he argues that investing Social Security assets in stocks would place way too much market authority in the hands of those in Washington.

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

She relies on a database of 1,000 simulations of future returns to conclude that, 75 years from now, a Social Security trust fund portfolio that includes stocks will produce a healthy ratio of assets to benefits, while a trust fund consisting of only bonds will be completely exhausted.

Some reformers advocate putting up to 40 % of those assets into the stock market, with its potential for higher rewards.

Adjusted EBITDA for 2018 excludes stock - based compensation of approximately $ 1.0 million, amortization of acquired intangible assets of approximately $ 2.1 million, depreciation expense of approximately $ 0.5 million, income tax benefit of approximately $ 0.2 million, and interest expense of approximately $ 2.0 million.

People who have a big portion of their assets in stocks and mutual funds stand to lose the most if the market tanks as they are preparing to or starting to withdraw money from their accounts.

The stock index giant plans to announce around 4:30 p.m. ET Tuesday whether mainland stocks will become part of the MSCI Emerging Markets Index, which is tracked by an estimated $ 1.5 trillion in assets.

However, if the economy is near or above its potential, as some measures indicate, it may merely cause faster - than - desired price increases, or a jump in stock and other asset values that raise concerns of a bubble.

Options — a type of financial derivative used by traders — which have an underlying asset listed in Europe will fall under the legislation and any stocks that have a separate listing in Europe will again be subject to the new rules.

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

O'Leary said the hotel asset - backed ICO he's involved with would adhere to government securities rules and offer prospective investors the kind of marketing materials they get with stock initial public offerings.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

«You know, the divestment of assets, the stripping of all kinds of positions, the sale of stocks.

Comcast and 21st Century Fox are in talks about a sale of Fox's worldwide entertainment and distribution assets to Comcast for Comcast stock, according to people familiar with the situation.

Disney announced the $ 52.4 billion all - stock deal Thursday, adding that Iger will remain at the company through 2021 to oversee the merging of assets.

For example, the Vanguard Balanced Index Fund seeks — with 60 % of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock market.

BOTZ has roughly 50 percent of its assets in Japanese stocks and 15 percent in developed Europe.

As Oyedele pointed out, they have «memories of traditional asset classes like stocks cratering and retirement savings being wiped out.»

Obtained by TMZ, the documents reveal assets of $ 43 million, not including his Playboy stock.

The richest Americans hold a historic amount of the nation's wealth, thanks largely to gains in the stock market and asset prices.

While there is often a lot of discussion on the logistics of the transaction, such as finding the right acquirer, negotiation tactics, whether to do a stock vs. asset sale structure, an important topic is too often ignored: post-acquisition integration.

The threat of escalation in Syria and the trade dispute between Beijing and Washington have dampened stock market confidence, while gold has traditionally been a safe asset for investors in times of volatility.

Millionaire households in North America attribute much of their wealth gains to positive performance of existing assets, like stocks.

Passive investment products, including index mutual funds and index ETFs, account for nearly 47 percent of assets under management in U.S. stock funds, Goldman Sachs analyst Alexander Blostein said in a note on Monday.

Those three stocks hold a total weight of 34.22 percent in a fund with $ 45.8 million in assets under management.