The analysis is based
on asset returns for the entered mutual funds and ETFs, and the factor returns published on Kenneth French's web site and AQR's web site.
Not exact matches
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.
Investors who were underweight
on the Canadian market because of negative outlooks
on the Canadian dollar, oil and other commodities are
returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO
Asset Management.
Furthermore, a government crackdown
on corruption late in 2017 that saw numerous Saudi business people, including notable royals, detained and imprisoned (infamously, in the Riyadh Ritz Carlton hotel) and
assets handed over to the authorities in
return for freedom could also spook investors.
significant changes in discount rates, rates of
return on pension
assets, mortality tables and other factors could adversely affect our earnings and equity and increase our pension funding requirements;
Of course, a person who truly practices restraint might take things a bit further, deciding never to splurge at all
on something like a vehicle that will depreciate, and instead investing in
assets that will ultimately produce
returns.
European markets closed marginally higher
on Tuesday as tensions between the U.S. and North Korea showed signs of subsiding, prompting investors to
return to riskier
assets.
What that means is that you are in an environment that is going to have further trouble in terms of investment
returns that are in areas that are based
on economic growth and areas that do relatively well like bonds... Broadly speaking, I think that investors should be looking for lower prices
on most risk
assets in these developed countries with the exception of Japan.»
Company goals for the first half of the year related to sales growth, inventory accuracy,
return on assets (ROA), and customer satisfaction.
An important aspect of safeguarding yourself without limiting your ability to earn large
returns on your investments is diversifying your
assets.
«Profits are coming back,
return on assets are coming back, and we think the gold price will continue to rise,» he says.
In a separate decision
on Monday, a judge ruled that a lawsuit calling for Mr. Najib to
return the money that had been transferred into his personal account, and for seizure of his
assets around the world, could move forward.
The lower the
return on bonds, the more
assets a fund needs to hold to ensure members can be paid off.
Yields
on the securities have climbed to their highest levels in six years, and total
returns were negative 2.6 percent for the first two months of 2018, making for the worst start of a year for the
asset class since 1981.
In the US, for example, companies with at least one woman executive saw a
return -
on -
assets of 8.6 percent.
He included that
asset on the estate tax
return, and then turned the marijuana in to the police.
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.
Traditionally, most elect the target - date investment fund, which is a mutual fund that will
return your various
assets (stocks, bonds, and cash) at a fixed retirement date — depending
on how well the market performs over time.
On Monday, the fund said its portfolio
return was 5.1 percent per annum in U.S. dollar nominal terms over the five years to March 31, 2017, helped by the run - up in global financial
assets, versus 3.7 percent a year ago.
They can use options to potentially optimize
returns on capital, for example, and to help protect their
assets from volatility that has become commonplace in the global economy.
Ditto for debt - to - equity,
return on assets, and most other crucial measures.
Hospitals that invest in an
asset tracking system, so they don't have to buy as many expensive IV pumps in the first place, should be able to easily earn a 275 % ROI (
return on investment).
Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing
on additional capacity
on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States
on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty
returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default
on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses
on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable
assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report
on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.
The market expecting the Fed to remain
on hold, which «should allow premia to
return in the curve» and limit a downturn in risky
assets.
Those investments can make big money; PE firms target
returns ranging from nine to 14 times their money
on an
asset before leverage, according to a senior executive who asked to remain anonymous.
Other benefits of investments using debt include tax advantages and a higher
return on my investment (ROI) because I've used less of my own money to purchase the
asset.
TORONTO — The 2013 - 14 financial year was an unusually strong one for the Canada Pension Plan Investment Board, which earned a 16.5 per cent annual
return on the billions of dollars in
assets it manages for the national retirement system, but its CEO cautions that level of growth likely won't soon be repeated.
Finally, the ratio of net income to total
assets is a strong indicator of whether the company is getting a favorable rate of
return on assets.
Fitza's research builds
on (and subverts) a large body of academic work connecting CEO performance to company performance — using
return on assets as the metric of the latter.
As a result, pension funds have had to go out
on the risk curve, taking more risk to glean more
return by investing, in part, in
assets that are not as liquid as stocks or bonds.
That includes cutting
assets, which should help improve ROTNAV (
return on tangible net
asset value.)
«We are moving forward with a continued sense of urgency
on our four strategic priorities: narrowing our focus
on clients, products, and geographies where we can grow profitably; driving for efficiency; growing through innovation and optimizing our data
assets and client relationships; and
returning excess capital to shareholders,» he added.
«Stocks certainly look more attractive than bonds, but the case for stocks versus other
asset classes is less clear... «So while
returns may compress from the outsized gains we have seen over the last several years, we remain constructive
on equities.
Millennium Wave Investments cooperates in the consulting
on and marketing of private and non-private investment offerings with other independent firms such as Altegris Investments; Capital Management Group; Absolute
Return Partners, LLP; Fynn Capital; Nicola Wealth Management; and Plexus
Asset Management.
Last year, Oaktree could have netted its
return on investment
on a similar expression of interest in Tribune's
assets from Apollo Global Management and real estate billionaire Eli Broad, Doctor noted.
A lot of academics have analyzed total market
returns based
on indices and done Monte Carlo simulations of portfolios with various
asset allocations, and have come up with percentages that you can have reasonable statistical confidence of being safe.
Studies have shown that your
asset allocation has a bigger impact
on your long - term
returns than any specific fund you pick.
The report found that banks with more than $ 10 billion of
assets generally had higher
returns on assets and equity, except during the worst of the financial crisis.
The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins,
return on equity or stockholder equity, total shareholder
return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position,
return on assets or net
assets,
return on capital,
return on invested
It would be a 6.7 %
return on assets because $ 800,000 divided by $ 12,000,000 in
assets is 6.7 %.
It would also lift the
return to many savers who have been receiving very low
returns on interest - bearing
assets for a decade now.
The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest
returns on equity and
returns on assets in our Peer Group.
Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest
assets on a total
return basis, which includes realized and unrealized gains over the long - term.
Cash Flow
Return on Invested Capital (CFROIC) is defined as consolidated cash flow from operating activities minus capital expenditures, the difference of which is divided by the difference between total
assets and non-interest bearing current liabilities.
Based
on modern portfolio theory and the efficient frontier,
return is maximized for a given level of risk through
asset class diversification.
The following may be true of a potential takeover: • the company has fewer than 50 million shares outstanding; • management is dominated by persons near retirement age; • management's record
on innovations and improving
returns has been poor; • the company owns
assets whose market values are potentially higher than those shown
on the balance sheet; • outside investors have been steadily buying the stock.
The U.S. dollar depreciated as investors sought higher
returns elsewhere, putting downward pressure
on foreign interest rates and upward pressure
on global
asset prices and foreign currencies.
This allows the team to be market aware and incorporate forward - looking estimates to make considered assumptions
on expected risk and
return, in addition to assessing historical
asset class
returns.
Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its
assets on a total
return basis, which Fairfax believes provides above - average
returns over the long - term.
Business run by diverse boards are generating greater
returns on the
assets they employ.