Stock sites also display professional analysts»
ratings of a given stock, indicating whether that analyst advises a trader to buy, hold or sell a stock.
Not exact matches
Parker: I think the worst - case scenario for
stocks is we've have a litany
of concerns, whether it's rising
rates that
gave way to tech and regulatory and trade concerns.
Given the earnings growth that you can get just from tax
rate reduction, that helps the valuations for some
of these
stocks over which there's been some debate about overvaluation.
By early December, more than 60 %
of analysts covering FB
gave the
stock a Buy
rating.
Such risks, uncertainties and other factors include, without limitation: (1) the effect
of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest
rates and foreign currency exchange
rates, levels
of end market demand in construction and in both the commercial and defense segments
of the aerospace industry, levels
of air travel, financial condition
of commercial airlines, the impact
of weather conditions and natural disasters and the financial condition
of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization
of the anticipated benefits
of advanced technologies and new products and services; (3) the scope, nature, impact or timing
of acquisition and divestiture or restructuring activity, including the pending acquisition
of Rockwell Collins, including among other things integration
of acquired businesses into United Technologies» existing businesses and realization
of synergies and opportunities for growth and innovation; (4) future timing and levels
of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability
of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope
of future repurchases
of United Technologies» common
stock, which may be suspended at any time due to various factors, including market conditions and the level
of other investing activities and uses
of cash, including in connection with the proposed acquisition
of Rockwell; (7) delays and disruption in delivery
of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits
of organizational changes; (11) the anticipated benefits
of diversification and balance
of operations across product lines, regions and industries; (12) the outcome
of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact
of the negotiation
of collective bargaining agreements and labor disputes; (15) the effect
of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect
of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange
rates in the near term and beyond; (16) the effect
of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act
of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability
of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition
of conditions that could adversely affect the combined company or the expected benefits
of the merger) and to satisfy the other conditions to the closing
of the pending acquisition on a timely basis or at all; (18) the occurrence
of events that may
give rise to a right
of one or both
of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee
of $ 695 million to United Technologies or $ 50 million
of expense reimbursement; (19) negative effects
of the announcement or the completion
of the merger on the market price
of United Technologies» and / or Rockwell Collins» common
stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation
of their businesses while the merger agreement is in effect; (21) risks relating to the value
of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability
of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
For example, a
stock photographer can point to the number
of downloads
of his material and the
ratings users have
given him as a measure
of his aptitude behind the lens.
Meanwhile,
stocks in the U.S. turned mixed after Yellen
gave little indication
of when investors could expect to see the next interest
rate hike.
Given Osiris's strong five - year record
of growth and profitability, Bowers was able to help make Miller's wishes come true: he structured a deal that raised $ 13 million from a large local pension fund — the Pennsylvania Public School Employees Retirement System (see «What Pension Funds Want,» [Article link]-RRB--- by selling a package
of subordinated debt and convertible preferred
stock, which included a fixed interest
rate and dividend yield.
Given the uncertainty about the economy,
stock markets, housing costs, pensions and interest
rates, many
of us are questioning our original retirement targets.
The beginning
of the year's sharp rise in interest
rates has finally
given a jolt to
stocks.
Low interest
rates have
given a huge incentive to shift out
of low - risk assets into
stocks and corporate bonds in search
of higher returns.
While
stocks have a terminal value beyond a 10 - year period, the effects
of interest
rates and nominal growth on those projections largely cancel out because higher nominal GDP growth over a
given 10 - year horizon is correlated with both higher interest
rates and generally lower market valuations at the end
of that period.
Given the high allocation to Attractive - or - better
rated stocks, and equal allocation to Unattractive - or - worse
rated stocks relative to the benchmark XLF, KIE appears well positioned to capture upside potential while taking on an average level
of downside risk.
Instead it uses historical data from 1926 - 95 to compute the probability
of portolfio success
given several variables (length
of retirement, withdrawal
rate, and
stock / bond allocation).
This way, if a bear market occurs, you have a year
of cash becoming available at the maturity date so that you do not have to sell
stocks, and in a bull market you can buy new bonds as the ones you own mature, and you thereby benefit from the higher interest
rates that high quality bonds
give versus cash or CDs.
Simply Safe Dividends
gives ALL
of the criteria items I need in just one place in both numerical as well as graphical format for each
stock: dividend yield, P / E ratio, Dividend Safety & Growth scores, EPS & FCF payout ratios, ex-dividend dates, pay dates, 1 -, 3 -, 5 -, and 10 - year dividend growth
rates, dividend payout history, return on equity, and more.
Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic out
Given the absence
of a public trading market
of our common
stock, and in accordance with the American Institute
of Certified Public Accountants Accounting and Valuation Guide, Valuation
of Privately - Held Company Equity Securities Issued as Compensation, our board
of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate
of fair value
of our common
stock, including independent third - party valuations
of our common
stock; the prices at which we sold shares
of our convertible preferred
stock to outside investors in arms - length transactions; the rights, preferences, and privileges
of our convertible preferred
stock relative to those
of our common
stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack
of marketability
of our common
stock; the hiring
of key personnel and the experience
of our management; the introduction
of new products; our stage
of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood
of achieving a liquidity event, such as an initial public offering or a sale
of our company
given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic out
given the prevailing market conditions and the nature and history
of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest
rates, and the general economic outlook.
Now, if negative 10 - 12 year total returns on
stocks are acceptable to Wall Street,
given the level
of interest
rates, that's fine, but investors should understand that this is what's being argued, and that the level
of interest
rates doesn't change that expectation.
Yet on the whole,
given their positive experience both with receiving more income than they could get from the fixed - income sector in recent years and the potential for capital appreciation over the long haul, dividend
stocks and the ETFs that own them have demonstrated their long - term value to the investors who've gravitated toward them during the low -
rate environment
of the past decade.
BMO Capital Markets raised their price target on shares
of Analog Devices from $ 100.00 to $ 107.00 and
gave the
stock an «outperform»
rating in a research note on Thursday, March 1st.
Finally, Stifel Nicolaus raised their price target on shares
of Analog Devices from $ 102.00 to $ 105.00 and
gave the
stock a «buy»
rating in a research note on Thursday, March 1st.
Our experts
rate the
stock a «Sell» both because
of the confidence
given by Robert Ruhlman's
stock deal and our proprietary
stocks trend - following model.
As usual, I don't place too much emphasis on this sort
of forecast, but to the extent that I make any comments at all about the outlook for 2006, the bottom line is this: 1) we can't rule out modest potential for
stock appreciation, which would require the maintenance or expansion
of already high price / peak earnings multiples; 2) we also should recognize an uncomfortably large potential for market losses, particularly
given that the current bull market has now outlived the median and average bull, yet at higher valuations than most bulls have achieved, a flat yield curve with rising interest
rate pressures, an extended period
of internal divergence as measured by breadth and other market action, and complacency at best and excessive bullishness at worst, as measured by various sentiment indicators; 3) there is a moderate but still not compelling risk
of an oncoming recession, which would become more
of a factor if we observe a substantial widening
of credit spreads and weakness in the ISM Purchasing Managers Index in the months ahead, and; 4) there remains substantial potential for U.S. dollar weakness coupled with «unexpectedly» persistent inflation pressures, particularly if we do observe economic weakness.
There are strings and conditions,
of course, but essentially it
gives angels the benefit
of a zero capital gains
rate for investments made in «qualified small business
stock» that is purchased within a set time frame and held for a minimum number
of years.
Thus, the
stock doesn't have to grow wildly in order for you to turn a good profit; even a modest
rate of growth
gives you substantial profits.
In my view, investors who view current valuations as «justified relative to interest
rates» are really saying that a decade
of zero total returns on
stocks is perfectly adequate compensation for the risk
of a 45 - 55 % market loss over the completion
of the current market cycle - a decline that would historically be merely run -
of - the - mill
given current valuations, and that certainly can not be precluded by appealing to low interest
rates.
Looking forward, the bumpy ride in the U.S. is likely to continue,
given the persistence
of several factors, including a pending interest
rate hike by the Federal Reserve (Fed) and expensive U.S.
stock valuations.
But they assign the Wide
rating to about 67 %
of the
stocks in our portfolio and
give a Narrow moat
rating to another 28 % (these percentages exclude the few companies in our portfolio that they do not cover).
To identify the best funds within a
given category, investors need a predictive
rating based on analysis
of the underlying quality
of stocks in each fund.
Each
of the approximately 3,000
stocks rated in the Schwab Equity
Ratings universe is
given a score that is derived from several research factors.
We're thinking about the time Wall Street banks colluded on rigging prices on the Nasdaq market; or the time they rigged their research departments and told us to buy
stocks that they were secretly callings dogs and crap; or the time they got S&P and Moody's to
give them triple - A
ratings on subprime pools
of debt while keeping it a secret that they had internal reports showing the loans didn't meet their origination standards — and then they went out and secretly shorted that debt while continuing to sell it to their customers as a good investment.
Given rich global
stock market valuations, slumping quality
of internal market action, and rising global interest
rates, this is not an appropriate time to accept significant market risk.
Macquarie set a $ 125.00 price objective on shares
of The Walt Disney and
gave the
stock a «buy»
rating in a research report on Tuesday, February 6th.
Stock markets are tumbling int he wake
of the decision but
given the recent strength in equities, in the face
of the rising interest
rate expectations, we don't expect a serious move lower after the decision, despite the valuation concerns.
The concern around Snap seems to be tied to its potential user growth; a number
of analysts have
given the
stock an early «sell»
rating, which is not very common.
The Legislature, under Dem control, could have reinstituted the
Stock Transfer Tax and brought in $ 10 billion or more a year, raised income tax
rates on the wealthy back to where they were in the 70s and reaped another $ 8 billion (while
giving the majority
of NYers a tax break) but didn't, and has never delivered on any promise
of universal health care (which would have saved us even more money).
Then they used the
stock assessments to not only calculate the overall fish populations, but also local fishing
rates — how much
of a fish population was being caught at a
given time.
You could have your $ 1 million in 35 years if you were able to earn 8 % a year, but I think that
rate of return would be pushing it,
given today's low interest
rates and high
stock valuations.
So I recommend starting out with a reasonable withdrawal
rate — as well as an appropriate mix
of stocks and bonds
given your risk tolerance — and then adjust as you go along.
«Changes in capital gains tax
rates don't
give you good information about
stock returns afterward,» says the head
of research at Gerstein Fisher, an RIA in New York with $ 4 billion under management.
These
stocks look like winners for the foreseeable future,
given their
rates of growth, but the valuations are steep and they could ripe for a correction.
However,
given the recent appreciation
of stocks to the perceived point
of overvaluation, and poor prospects for bonds in light
of an anticipated rise in interest
rates, many investors may hesitate to make early contributions.
The specific balance
of stocks and bonds in a
given portfolio is designed to create a specific risk - reward ratio that offers the opportunity to achieve a certain
rate of return on your investment in exchange for your willingness to accept a certain amount
of risk.
Implied required return on equity,
given how
stocks were priced on 1/1/14 = 8.00 % (a 5 % equity risk premium on top
of a 3 % risk free
rate)
Style 1: Growth Investing Growth
stocks are companies which are consistently and predictably growing at supernormal
rates and
given the visibility in their earnings trajectory, the market keeps re-rating them to levels which look obscenely high when one looks at price - earnings multiple
of trailing twelve months.
The long - term expected return on
stocks may be 6 % to 8 % before taxes, but paying down credit cards or unsecured lines
of credit
gives you a tax - free, risk - free return equivalent to the debt's interest
rate, which could be as high as 28 %.
7) Speaking
of junior debt securities, Moody's
gave the GSEs, and the US Government a shot across the bow when it downgraded the preferred
stock ratings of Fannie and Freddie.
But
given today's low interest
rates (recently about 2.3 % for 10 - year Treasuries) and relatively rich
stock valuations (Yale finance professor Robert Shiller's cyclically adjusted P / E ratio for the
stock market recently stood at 29.2 vs. an average
of 16.7 since 1900), it would seem to strain credulity to expect anything close to the annualized returns
of close to the annualized return
of 10 % for
stocks and 5 % for bonds over the past 90 years or so, let alone the dizzying gains the market has generated from its post-financial crisis lows.
Henning realized he needed a way to «smooth» the
rate -
of - ascent curve and
give priorities to those
stocks that continued to experience strong price gains throughout the year.
The simple fact is that if you're going to be counting on your savings to fund a long retirement, a portfolio without
stocks will have a hard time generating the returns needed to support anything other than very low levels
of withdrawals, especially
given today's low interest
rates.