Sentences with phrase «preferred share investment»

A convertible preferred share investment provides investors (VCs and angel investors) with an ownership position in the startup, at a price per share agreed upon by the company and investors.

Not exact matches

Actively managed ETFs in Canada are becoming more popular as investors continue to seek ways to build in more flexibility and diversity in their investment portfolios, for example, through alternative strategies, preferred shares or senior loans.

Without getting into preferred shares and other investments that may be up or down (Buffett does own many bonds), it is easy to drum up market value erosion of about $ 7 billion before getting into the other half of Buffett's holdings.

Prior to making an investment in preferred equity it's important to understand the additional features attached to preferred shares.

Malachite Aggressive Preferred Fund (MAPF) has been established to achieve a long - term capital growth in addition to a high level of after - tax income through investment primarily in preferred shares and preferred securities listed on the Toronto Stock Exchange.

On December 31, 2009, the Company had 5.18 billion outstanding shares of common stock, and approximately 734 million shares reserved for issuance for outstanding convertible preferred stock, the warrant issued in connection with the TARP CPP investment, dividend reinvestment, deferred compensation plans, long - term incentive compensation awards, and in connection with employee benefit plans.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

Retail investors may be advised regarding portfolio construction or modification by Hymas Investment Management Inc. (HIMI), generally with particular emphasis on the preferred share component, if an allocation to this asset class is suitable.

VCs (and some angel investors) almost exclusively invest in preferred share deals in exchange for their significant cash investment.

Convertible preferred shares are shares that include a liquidation preference over common shares (with angel transactions, usually the original investment price), and are convertible into residual value common shares.

We aim to add value in the Corporate Advantage Fund by generating yield using a relative valuation approach and investing in investment grade corporate bonds, high yield bonds, preferred shares, and other fixed income securities.

With common and convertible preferred share transactions, the parties will fix a valuation on the start - up corporation before investment, and this sets the price of the investment.

This can be expressed as a multiple to the investment amount (2X or 3X, for example), or as a «double - dip» — the investor's right to get their money back, plus an amount equal to the as - if - converted value (that is, the amount the investor would receive on liquidation had they converted their preferred shares to common shares).

These investors require additional upside potential as well as downside protection from the rights of the preferred shares in exchange for the high degree of investment risk.

We use a relative valuation approach and will hold investment grade corporate bonds, preferred shares, and other fixed income securities in the fixed income component of the Balanced Fund.

The creditworthiness of auction - rate preferred shares is a reflection of the assets in the investment company.

The model «Convertible Security» Yokum has published also incorporates that clever feature of more sophisticated note templates, whereby the holder of the convertible instrument gets no more preferred equity for her investment than does the new money in the Qualified Financing, and takes her discount in the form of common shares.

A preferred stock, in contrast, is a claim to receive fixed periodic dividend payments on the initial amount of money delivered to the company in the preferred investment — the «par» value of each preferred share.

If a company fails to fulfill its obligations to its preferred shareholders, its common shareholders will have no prospect of earning cash flows on their investments, and therefore their shares — their pieces of paper — won't carry value.

Shares were maintained with an Overweight rating with a price target slightly reduced to $ 33.40 from a previous $ 34 and was named as a preferred investment within the China solar group.

It is a multi-asset fund but it is largely unconstrained: it targets US and international income - producing securities including common stock, high - yield and investment grade debt, preferred shares and convertibles, and a variety of hedges including gold, precious metals, currency forward contracts, and inflation - linked vehicles.

Other investments are often touted as a substitute for high - quality bonds, including dividend stocks, preferred shares, real estate investment trusts (REITs) and high - yield bonds.

«Fiera typically beats the preferred share index by more than the price difference,» says Terry Shaunessy of Shaunessy Investment Counsel.

Shaw leads the Investment Grade Bond sector team for Signature Global Asset Management and has managed Signature's preferred share portfolio for over 10 years.

Rate - reset preferred shares are permanent capital with limited rights for the owners, meaning holders can do nothing to demand the return of their original investment.

This actively managed portfolio will be comprised primarily of investment grade preferred shares and to a lesser extent investment grade corporate debt and convertible bonds.

I find it odd that you'll invest in their preference / preferred investment shares for the sake of decent dividend return (though not guaranteed as they are almost always non-cumulative, meaning where no dividend is declared by the Board, they are not obligated for any missed dividend payments).

Individual investors can look for mutual funds that follow a certain investment strategy that the investor prefers, or apply an investment strategy themselves by purchasing shares in funds that fit the criteria of a chosen strategy.

Most of them were preferred share and high - yield bond funds or real estate investment trusts (REITs), but stocks like Corus Entertainment Inc..

The index comprises about 250 companies, including dividend - paying stocks, real estate investment trusts, master limited partnerships, preferred shares and income trusts.

If you really want to buy preferred shares, Karon recommends variable or «step - up» preferreds, since the yields on these investments will fluctuate with interest rates.

In part, that's because many preferred shares provide relatively high yields in relation to other yield - bearing investments such as Government of Canada bonds.

At least 75 % of the preferred shares and corporate debt in the ETF's portfolio shall be rated investment - grade at the end of every reporting period, which occurs June 30 and Dec. 31.

It will consist primarily of investment - grade preferred shares and, to a lesser extent, investment - grade corporate debt and convertible bonds.

1) pays a fixed dividend rate of at least 6.5 %; 2) Become callable five years after IPO; 3) Pays dividends quarterly; 4) Be rated «investment grade» by Moody's Investors Service; 5) Be issued by a company that has a perfect track record of never having suspended the dividend payments on a preferred stock (and these are mostly decades old, multibillion dollar companies); 6) Have a «cumulative» dividend obligation; 7) Be issued by a U.S. company; 8) Not be convertible to common stock in the future; 9) Have easy (online) access to the prospectus at IPO; and 10) Have an initial share value (par) of $ 25.00.

The preferred shares of this Real Estate Investment Trust pay a high yield and is suitable for a investors with a tax - deferred medium - or high - risk portfolio.

I still prefer SPLP as a stand - alone investment over DGTC as SPLP is a more diversified holding and I am getting a share of DGTC at a discount to the market price.

The equity securities in which the Fairholme Fund may invest include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in real estate investment trusts («REITs»), rights and warrants to subscribe for the purchase of equity securities, and depository receipts.

Generally, preferred stocks are a much safer and predictable form of investment than common shares, but in this case it may be just as much of a gamble.

With bonds fully priced, it may be time to swap into preferred shares, utility stocks and other investment that offer protection if interest rates rise, according to Barron's Associate Editor Andrew Bary.

Claymore Investments is an innovative company that offers some two dozen ETFs covering Canadian, U.S. and international markets, global sectors (real estate, infrastructure, agriculture), fixed - income markets (bonds, money market, preferred shares) and commodities.

Third, before taxes, the yields on preferred shares tend to be pretty similar to those of long - term bonds for the same company, says preferred shares expert James Hymas, president of Hymas Investment Management in Toronto.

The trick is to get the right balance between the various income - oriented investments out there — including bonds, dividend stocks, preferred shares and annuities.

Right now, Rick says that 50 % of his investments are in exchange - traded funds (ETFs) invested in Canadian dividend - paying shares, preferred shares and Canadian income trusts in a non-registered account.

Some of the older options included small - cap stocks, preferred shares, and real estate investment trusts (REITs), but I switched to recommending a three - ETF portfolio covering only the core asset classes.

Like the investment legend, he prefers to buy shares in reasonably valued companies with «enduring competitive advantages,» or in the words of Mr. Buffett, «moats.»

Net Current Asset Value (NCAV) = cash and short - term investments + (0.75 * accounts receivable) + (0.5 * inventory)-- total liabilities — preferred stock The resulting value can then be divided by the number of common shares outstanding to find the NCAV per share.

The investment objective of the Horizons Active Preferred Share ETF (the «ETF») is to provide dividend income while preserving capital by investing primarily in preferred shares of Canadian companies.

Stock investments on the other hand, are composed of either preferred or common shares.

The fund currently uses investment leverage by issuing preferred shares.