Sentences with phrase «other equity holdings»

So I'd say 5 percent and make sure that's funded from other equity holdings or you'll end up overweight in stocks.
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.

Not exact matches

En + also said that it asked the United States for an extension of the deadline for operations with En +'s debt, equity, or other holdings from the current May 7 to October 31 or another appropriate date.
One 8 (a) firm may not hold more than a 10 percent equity ownership interest in any other 8 (a) firm.
So when Daren Metropoulos bought the 12 - bedroom house in 2016, it was the private equity firm Rizvi — through a shell company called «Mansion Holdings» — on the other side of the $ 100 million deal, according to the public records.
They could have improved performance by simply buying and holding any asset class other than Asian emerging market or Japanese equities.
En + also said that it asked the United States for an extension of the deadline for operations with En +'s debt, equity, or other holdings from the current May 7 to Oct. 31 or another appropriate date.
However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).
As of December 31, 2014, none of our non-employee directors held any outstanding equity awards to purchase shares of our common stock, other than Messrs. McKelvey and Viniar and Dr. Summers as described below.
What really triggered the equity sell - off was fear over the solvency of French and Italian banks holding large amounts of Greek, Irish and other poor quality sovereign debt.
More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»
Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.
As a result of this election, the information that we provide stockholders may be different than you might get from other public companies in which you hold equity.
As of December 31, 2014, none of our directors held outstanding stock options or other equity awards.
The company has raised over $ 2M in disclosed equity funding from Temasek Holdings and other investors.
We expect that the New Credit Facility will contain a number of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose of assets; merge with or acquire other companies; liquidate or dissolve itself, engage in businesses that are not in a related line of business; make loans, advances or guarantees; pay dividends or make other distributions (with certain exceptions, including tax distributions and repurchases of management equity); engage in transactions with affiliates; and make investments.
Private equity firms have had to lengthen their investment horizons to create value with their portfolio companies, from 4.5 years in 2006 to 6 years in 2016; Blackstone, Carlyle Group and others have recently launched funds with longer target holding periods.
Equity securities in privately held companies include cost basis and equity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance SEquity securities in privately held companies include cost basis and equity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance Sequity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance Sheets.
For calculations of cash and other investable assets, a hybrid return based on holdings in cash, government bonds, equities and commodities is applied.
«Berkshire has access to two low - cost, non-perilous sources of leverage that allow us to safely own far more assets than our equity capital alone would permit: deferred taxes and «float,» the funds of others that our insurance business holds because it receives premiums before needing to pay out losses»
Limited Partner investors in Blackstone also have an outsized allocation to their real estate holdings, magnifying returns compared to the private equity firm's other asset classes.
I measure my success as an adviser with one eye on the growth of the core business and the other on how much equity the founders are able to hold on to through that process.
While it is difficult to pin down precisely why these outflows have been so persistent, it is clear that current conditions have made holding equity funds considerably less attractive relative to other assets.
At the other end is the Market Vectors Junior Gold Miners ETF (GDXJ), which holds junior gold equities such as Northern Star, OceanaGold and Evolution Mining.
He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.
They printed a massive amount of Swiss Franc which they've converted to other currencies which they bought equities and they've done so well so the paper profit 55 billion last year equal to eight percent of their GDPall through the creation of money in order to keep the Swiss Franc weak, which they've managed to weaken against the Euro last year also by about 10 percent even though the Swiss itself held against the dollar was a little bit stronger..
The first - round bid included Verizon, YP Holdings, TPG, a consortium of investors led by Bain Capital and Vista Equity Partners, and two unnamed «strategic firms,» among others.
The other subscribers of the $ 400 - million equity raising of Lundin include Orion Mine Finance Group, Zebra Holdings and Investments and Lorito Holdings (Lundin family trust).
The Board recommends a vote AGAINST a stockholder proposal seeking to have us adopt a policy requiring that senior executives retain a significant percentage of stock acquired through equity pay programs until reaching retirement age because our existing stock ownership guidelines and other compensation policies already effectively facilitate significant stock ownership by our executives, and establishing holding requirements based on a particular retirement age would not be in the best interests of our stockholders.
Lion has also got out of wine last year, selling its premium wine business Fine Wine Partners — which held the brands Petaluma, Croser and St Hallett among others — to Accolade Wines, which is owned by CHAMP Private Equity.
Constellation still has 20 per cent of what is now known as Accolade Wines, with CHAMP Private Equity holding the other big chunk.
According to our calculations, which draw on data from the International Monetary Fund (IMF) and other public sources, central governments hold significantly more commercial assets than private equity firms, hedge funds, pension funds, sovereign wealth funds, or the super-rich (see figure 1 below).
Because Republicans have refused to pass the Women's Equality Act in its entirety, instead approving the other nine plans individually, Democrats have accused them of holding the act hostage and being opposed to everything from pay equity to cracking down on domestic violence and sex trafficking.
The Republicans have passed nine stand alone bills in lieu of the full act, leaving out the abortion piece, leading the Democrats to accuse them of «holding hostage» the other proposals, including pay equity and cracking down on sex trafficking.
On the occasion of the 2015 Summit of the Americas, held in Panama City, Panama, and in support of the Summit's theme of «Prosperity with Equity,» we announce our intention to notify the WTO of each of our acceptances of the TFA as early as possible, ideally, before the 10th WTO Ministerial Conference in December 2015, within the framework of our domestic procedures, and urge other countries, particularly in the Hemisphere, to do the same as soon as possible to enable the TFA to enter into force.
The Tennessee Educational Equity Coalition holds a unique position to advocate for such students since it represents a diverse group of community members, parents, educators, and other education advocates across the state.
While other superintendents testifying at the hearing questioned the formula's ability to hold districts harmless, Steinhauser argued that it is critical to ensuring equity and access for all students, saying «It's the right thing to do.
As discussed in the recommendations of the Committee on Racial Equity, the «community schools» model and other school - community and public - private partnerships hold immense promise to meet critical needs of students and their families.
Other corporate donors giving to Jared Polis included Panthenon Resources ($ 6,900), Genesis Health Care ($ 6,600), Citigroup ($ 6,100), Laffer Assoc ($ 6,100), Citizen's Energy ($ 5,200), Baraboo Growth ($ 4,600), Gillemont Sunset Ranch ($ 4,600), Gotham Capital Investment Partnership ($ 4,600), HNTB Corp. ($ 4,600), Jove Partners ($ 4,600), KSI Corp. ($ 4,600), MDC Holdings ($ 4,600), Najafi Companies ($ 4,600), Palo Alto Investments ($ 4,600), Pancil ($ 4,600), PrimeCap Finance ($ 4,600), Pritzker Group ($ 4,600), Provide Comerce Inc. ($ 4,600), Roche Group, ($ 4,600), Space X ($ 4,600), Tantum Investment Management ($ 4,600), Valor Equity Partners ($ 4,600) and WKM Group ($ 4,600).
Farmers, ranchers and other food growers along with food producers, petroleum companies who either drill for oil or natural gas or refine these products - or both, financial institutions with enormous holdings in treasuries, equities or currencies, mining interests and their buyers - all these areas of production and distribution employ futures trading spreads from time to time as an important aspect of their businesses.
According to the fund report released at the end of the second quarter of 2012, 53 of its total holdings, which make up about 70 % of the fund's total assets, are in equity while other 36 are in fixed income.
For LTCG -(Non equity oriented fund with holding over 3 yrs)- Under CG - B7 (sale of assets other than B1to B6) is reqrd to be filled up.
The first thing you have to examine when deciding how much you can spend on your new home is how much you are worth, taking into account your income, savings, investments and other holdings such as Individual Retirement Accounts (IRAs) or Keogh plans, the cash value of your life insurance, pensions or corporate savings plans, and equity in real estate.
In other words, with a Home Equity Loan or HELOC, you will have two mortgages on your property; in all likelihood, it will have a higher interest rate than your first mortgage due to the fact that it will be held in a second lien position against the property.
Some investors will argue there is a benefit to splitting your foreign equities into separate holdings for US and international stocks and rebalancing when outperforms the other.
Yes, it's all horrendously complex but here's a simple tip for those wishing to hold international equities: If all other things are equal, look for a Canadian ETF provider that offers a TSX - listed international equity ETF that holds the foreign securities directly.
The US and other governments demonstrated their commitment to prevent the collapse of those «too big to fail» and with that government backstop, coupled with a global equities rally, it's become more evident that the underlying holdings are that much less likely to default on their debt obligations.
Holdings data for other ETFs in the Alternative Energy Equities ETFdb.com Category is presented in the following table.
But the Vanguard ETF is a purer play on actual property - owning equity REITs, whereas the iShares fund has exposure to mortgage REITs and to non-REIT development and holding companies such as Alexander and Baldwin ($ ALEX), which, among other things, produces sugar and coffee on Hawaiian plantations.
When equities show signs of weakening, but haven't shown definitive weakness relative to other assets, we go into «hold» mode — we sell individual stocks when our process signals a sell, but we will not add any new positions.
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