Sentences with phrase «other equities gained»

The value of shares and other equities gained 3.7 per cent in the quarter, while the value of household real estate gained 1.5 per cent.

Not exact matches

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

Flush with cash withdrawn from the equity in their homes and other borrowed money, Canadian consumers have gone on a spending spree with gains spread across a wide variety of retail sectors, including vehicles, building materials, home furnishings, clothing and food.

By that, I mean real estate — both debt and equity — but also everything ranging from agricultural investment, infrastructure debt, and other real assets that are generating both income and capital gains.

These companies not only benefit from a stable and dynamic equity marketplace, they also gain access to large pension funds, money managers and other institutional investors.

Adjusted Net Income is defined as net income excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring projects.

Non-GAAP net income and non-GAAP diluted earnings per share exclude acquisition - related, stock - based compensation and other expenses, and unrealized gains from marketable equity securities.

«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.

In other words, equity dividends are higher by a third of a percentage points than quality bond yields, and that's before the dividend tax credit and before any capital gains.

Over the last several years, private equity and other investment managers have been compensated with «carried interest,» which allow them to claim long - term gains rather than salaries.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

For the last three years, gold has disappointed many because other investments, specifically equities, have seen such huge gains.

Other strategies gaining traction include volatility hedging (e.g., hedging the S&P 500 with VIX futures), and hedging equities against gold futures.

Aldo gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets, both at Metlife as well as from other big four public accounting firms.

Kansas City Southern (KSU) stock has sputtered this year, likely reflecting the prospect of increased competition in its Mexico operations, but each of the other nine equities in the group have produced positive total returns so far in calendar 2014, with a number showing double - digit gains.

$ 155 million to $ 160 million $ 690 million to $ 700 million Operating income $ 175 million to $ 200 million $ 925 million to $ 985 million Gains and other income Approx $ 5 million Approx $ 10 million Net interest expense1 Approx $ 35 million Approx $ 150 million Equity in earnings (losses) Approx ($ 5) million Approx ($ 10) million Earnings per share $ 0.24 to $ 0.28 $ 1.35 to $ 1.45 Tax rate 34.0 percent 1 Net of interest income

Capital gains on investments other than houses seem the most likely target for a government seeking tax revenue and equity.

So too are other changes like raising capital gains tax to as much as 40 % — and it was Gordon Brown who cut it to 18 %, turning it into a rate fit for private equity investors.

However, some do a better job than others: funds with a lot of turnover can stick their investors with an unwelcome bill for capital gains, for example, though this is still likely to be less than the average actively managed equity mutual fund.

«On one hand we now have lower volatility and many good fundamental developments, and on the other hand an equity market which has already delivered some solid gains.

Nate specializes in international and banking stocks, so it's easy to see why after joining The Motley Fool in 2007 as an equity research analyst for Motley Fool Global Gains and several other newsletters, he subsequently moved to London to become a co-advisor on Motley Fool Champion Shares Pro and Motley Fool Share Advisor (The Motley Fool's newsletter products targeted to the UK market) from 2011 - 2014, before moving downstairs to work for Motley Fool Wealth Management's Foolish SMAs.

A couple of a month ago only the «Canadian equities» was making some gains, all other 3 were losing... now even this one is losing so I am thinking about a change for future investments, which I am making once a year when I get my tax refunds... If the trend continues I could transfer the funds to my daughter to be used later when their value is back on track, right?

Homeowners, on the other hand, gain equity over time (as long as their home value appreciates).

At the other extreme, valuation metrics need not have any effect on equity returns if those returns all come from price appreciation (capital gains).

These funds typically have lower risk, lower volatility, and less capital gains than other equity funds and can be combined with a number of other types of mutual funds to tweak the investment objective and adjust the risks and returns.

Home equity loans are gaining increased popularity in Grimsby and other Ontario cities for their unrivaled flexibility.

In your article you say that LT capital losses from equities are a dead loss and can not be offset against any other LT capital gains.

I was asking about adjusting different types of capital gains in Rs 3lakh basic tax exemption limit for Dr citizen because there is no other income and what should be the order of adjusting shortterm / longterm debt / equity mutual fund gain.

As their homes gain value, some homeowners will want to borrow against their growing equity to pay for home renovations or other expenses.

Changes in the fair value of derivatives are recorded each period in current earnings within «Net gains (losses) on financial instruments at fair value and foreign exchange» or in shareholders» equity within «Accumulated other comprehensive income (loss),» depending on whether the derivative is designated as a hedge, and if so designated, the type of hedge.

Other major markets gained as well, with U.S. stocks increasing by 2.33 % and European equities gaining 0.47 %.

Statistics Canada said Friday that household worth in the country rose by three per cent to $ 217,700 on a per capita basis in the fourth quarter, largely as a result of a sharp 5.9 per cent gain in the value of shares and other equities held by Canadians.

Index funds, on the other hand, present a simpler way to gain exposure to a wide range of equities and are a good option for investors who are looking to match market benchmarks or reduce their broader portfolio's overall risk profile.

They are susceptible to «chasing returns» in the hottest equities, or attempting make a gain based on a hunch — or worse having no strategy at all other than buying whatever stock they feel is «hot».

Accounting rules require the fixed - rate liability used as the hedging instrument to be adjusted to fair value, with gains or losses recorded in the «other comprehensive income» account within the equity section of the balance sheet.

Investors should reexamine their current allocation to determine how much international small - cap stocks exposure they have truly gained via their other international equity holdings.

The decrease in the fair value of the fixed - rate liability is debited to the liability account, and the corresponding gain credited to the account of other comprehensive income in the equity section of the balance sheet.

In other words, you barely make any equity gains as a result of mortgage pay - down.

Several other suggestions are looking for those equities that get hit down suddenly that will rise afterwards, putting in good to cancelled bids both for buys and sells to take the feelings out that cause us to wait and lose the gains.

Societal decision making also accounts for equity — who gains and who loses — and for the impacts of the measures on other factors that are not represented in monetary terms.

Our other funds, Pure Stock, Equity Gain and Pure Equity, too, have done well with returns of 49 per cent, 48.5 per cent and 46 per cent, respectively.

For instance, a few plans take part in company gains while other plans produce savings via making investments in the equity market.

If the home is being acquired by one spouse who plans to live there for several years and is not ever likely to incur a capital gains tax upon a future sale, he / she takes all the equity in the home tax - free, both present and future - acquired, while the other spouse takes a retirement asset which he / she will have to eventually pay taxes on.

«We have seen small but significant gains in the health and education indicators for Aboriginal and Torres Strait Islander people but much more needs to be done before Australia can claim true equity in opportunity between First Peoples and other Australians,» said Dr Calma.

These people are going there simply to bank their equity gains in other markets.

Think about our collective efforts over the years with respect to maintaining Canadian tax - free capital gains on home equity, eliminating municipal land transfer tax and numerous other issues.

As you can see, you do have other options than paying large monthly payments to your landlord and gaining no equity.

Hopefully real soon I will broaden out in lending and gaining equity through other investments.

Donald Trump has said he would increase the tax rate on «carried interest,» the income that currently flows as lower - taxed capital gains to private equity partners and some other investment fund managers — such as those who oversee real estate funds.

Many near - retirees panicked in the 2008 - 09 bear market and never got back into stocks, and others may have stayed in the markets but diversified their holdings in preparation for retirement, while most of the stock gains went to U.S. equities, says Michael Goodman, president of Wealthstream Advisors Inc. in New York.