Sentences with phrase «purchase additional investments»

For instance, a hedge fund might try to boost returns by borrowing money and then using that money to purchase additional investments.
Once the mortgage is paid off, we'll simply direct that income to purchasing additional investments (and buying stuff too!)

Not exact matches

«However, Berkshire routinely assesses market conditions and may decide to purchase additional shares of common stock of Wells Fargo based on its evaluation of the investment opportunity presented by such purchases
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.
Following the initial investment, investors may make additional purchases with optional cash payments and reinvested dividends.
thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!
While my personal investments should never be considered trading advice, I did place two additional purchase instructions for Strategic Growth last week due to the pullback - one on Thursday for purchase on Friday, and another on Friday for purchase on Monday (I invest regularly in the Fund, which is not dilutive since I regularly put new money to work, and I believe it is in the interest of shareholders for advisors to invest in the funds they manage.
Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.
(d) by causing Retrophin to pay cash to himself, Biestek, and Fernandez so that he would not have to invest $ 731,778 of his own funds in the February PIPE, and by using PIPE proceeds in contravention of the terms of the Securities Purchase Agreement to fund investments by Shkreli, Biestek and Fernandez, resulting in an additional benefit to Shkreli alone of $ 360,000 in cash and 180,000 Retrophin shares and warrants worth more than $ 5.3 million (at current market prices).
Each account will contain investment - grade taxable bonds rated BBB − or higher at time of purchase.2 The investment team will seek to maintain an overall portfolio credit rating average of A −.2 Please be aware that lower rated bonds do carry additional risk compared to higher rated bonds.
William Blair Investment Management LLC now owns 1,762,619 shares of the medical device company's stock worth $ 101,157,000 after purchasing an additional 344,294 shares in the last quarter.
Should your investments perform well and the cash value increases, it can be used to pay premiums or purchase additional coverage.
If you purchase this equipment, the amount of Additional Funds for the 3 months operating expenses would also be adjusted to reflect that you will not make 3 monthly equipment lease payments, but your total initial investment will be substantially higher than we have estimated.
Investments in utility company securities, if purchased for dividend yield, involve additional interest rate risks.
Even though I can't make additional contributions or withdrawals, I can still purchase investments using the money that's inside the account.
Epoch Investment Partners Inc. now owns 4,044,418 shares of the entertainment giant's stock worth $ 398,659,000 after purchasing an additional 1,028,867 shares during the last quarter.
If you don't have any additional savings to make investment purchases, then hang on.
FormulaFolio Investments LLC now owns 4,082 shares of the retailer's stock worth $ 769,000 after purchasing an additional 1,013 shares in the last quarter.
Progressive Investment Management Corp now owns 95,184 shares of the financial services provider's stock worth $ 4,890,000 after purchasing an additional 1,751 shares during the last quarter.
Parnassus Investments CA now owns 6,941,130 shares of the entertainment giant's stock worth $ 684,187,000 after purchasing an additional 1,123,949 shares during the last quarter.
Putnam FL Investment Management Co. now owns 65,736 shares of the retailer's stock worth $ 12,387,000 after purchasing an additional 3,018 shares in the last quarter.
The investment consists of an initial investment and additional purchases of CRI equity over a 3 - year period.
In 2011 LVMH private equity fund L Capital Asia purchased a 25.5 percent stake in Genesis Luxury, followed by an additional 14 percent investment in 2012.
Learn more About Free Kindle Games, Kindle Fire Security Apps, and setting up a Kindle Fire Password for additional ways to protect your investment, your identity, and your tablet from unwanted purchases.
If you don't have any additional savings to make investment purchases, then hang on.
Dividend Re-Investment Plan (DRIP): A program offered by some corporations (particularly investment companies) in which shareholders may opt to use their dividends to purchase additional shares in the corporation in lieu of receiving cash payments.
Investments that assess a front - end load do not charge an additional fee for redemption of shares previously purchased, although trading fees may apply.
Financially, the best way to plan this out is to think about when you may need additional cash flow, such as when you want to make a small investment or a bigger purchase.
The minimum for these additional purchases is $ 50 per investment.
The minimum investment for additional direct purchases is $ 10, and the dividend reinvestment plan allows for full or partial reinvestment of dividends.
In investment terms, purchasing power is the dollar amount of credit available to a customer to buy additional securities against the existing marginable securities in the brokerage account.
Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.
Should your investments perform well and the cash value increases, it can be used to pay premiums or purchase additional coverage.
the quantity in which additional bonds can be purchased beyond the initial investment quantity; for example 5, meaning $ 5000 face value
Dividend reinvestment is the practice of using dividend distributions from stock, mutual fund or exchange - traded fund (ETF) investments to purchase additional shares.
Initial Investment: Rs5000 and in multiple of Rs1 for purchase and for Rs0.01 for switches Additional Investment: Rs1000 & in multiples of Rs1 1for purchase and for Rs0.01 for switches.
Initial Investment: Rs5000 and in multiple of Rs1 for purchase and for Rs0.01 for switches Additional Investment: Rs1000 & in multiples of Rs1.for purchases and for Rs0.01 for switches.
The DRIP allows shareholders to compound their investment through the convenient automatic purchase of additional shares without incurring commissions.
Acorns is an investment service that invests your spare change automatically from everyday purchases into a diversified portfolio, plus you can get a $ 5 free credit just for creating a new account, and you'll earn an extra $ 1,000 in referral bonuses during May when you refer 12 new members, and that's on top of an additional $ 5 bonus for each new Acorns investor that you refer.
anytime you get a chance to purchase additional shares in a company you feel is a solid investment choice, you should do so instead passively purchasing via the «$ - cost - avg route.
I myself am a fan of having a diverse index portfolio with rebalancing through additional investment purchases.
ETDs, additional investment options in private corporations, are available for purchase on the major exchanges.
What I can say from a strategic perspective is that 1) I like a purchase of assets at historically low prices, 2) MFC has some expertise in the commodity business so this isn't completely outside their playing field, 3) perhaps, worst case, there could be a strategy to purchase the assets in bulk at a distress sale and then sell them off piecemeal for a profit, and 4) while this may be a role of the dice (who knows where gas prices will be a year from now) MFC is not betting the ranch; the total investment will be about CDN $ 75 million ($ 33 for the outstanding shares, $ 8 million for the warrants, $ 30 million additional investment and I've estimated $ 4 million for transaction costs), or less than 25 % of MFC's current cash hoard.
I did purchase some additional fund shares in February, before the second tender offer, which turned out to be not a particularly propitious moment to increase my holdings, but overall, notwithstanding the negative developments in the bond market over the past couple of months, my IRR for this investment is just over 10 %.
However, because mortgages are a riskier investment for a lender than purchasing a note guaranteed by the U.S. government, lenders add a percentage to the Treasury rate to account for the additional risk of a mortgage default.
Initial Investment: Rs5000 and in multiple of Rs1 for purchase and for Rs0.01 for switches Additional Investment: Rs1000 & in multiples of Rs1 Ideal Investments Horizon: 1 year & above
Investors that purchase a college savings plan from a broker are typically subject to additional fees, such as sales loads or charges at the time of investment or redemption and ongoing distribution fees.
If you add money by purchasing additional shares (or redepositing dividends by buying additional shares), and you only want to track the ROI of the initial investment (ignoring future investments), you would have to calculate the current value of all of the added shares (that you don't want to include in the ROI) and subtract that value from the current total value of the account.
In addition, most DRIPs permit optional cash investments that participants can send directly to companies to purchase additional shares.
If you already participate in the dividend reinvestment plan, you can purchase additional shares with a minimum investment of $ 100.
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