Sentences with phrase «stock holdings do»

My entire stock holdings don't look that rosy.

That means that, even if her stock holdings do recover, Lucy will never get back on track because she'll own far fewer shares than originally planned of stock and mutual funds when the market recovery begins.

@DStanley the capital loss it is stock related, basically the stocks I held did not go my way and were sold for a loss however due to miss management it was not sold in the same year to offset gains, so at the moment the loss can only be carried forward (it's a series of mistakes not just one).

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.»

As a result, the public filings do not always present a complete picture of a management firm's stock holdings.

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

It didn't cost the company in actual stock price or value, but many hold the view that the legal troubles took Microsoft's focus off innovation, costing it untold potential profits, specifically in search engines, and permanently damaging its reputation.

A fund manager that has held stock in the company throughout the turmoil agrees the share price collapse is unwarranted, but doesn't entirely blame short sellers.

While there's no question that it will take sales growth to turn this company around, the majority of analysts do have a hold or neutral weighting on the stock.

To some attendees» disappointment, Pershing Square hedge fund manager Bill Ackman did not unveil a new investment idea, but rather talked up his longtime stock holding, Howard Hughes Corp. (hhc).

Either everything you expected to happen did happen, and there's no further reason to hold the stock, or it didn't happen and it's not going to.

This means if you don't feel comfortable owning a stock for more than 10 years, you shouldn't hold it for 10 minutes.

If you need to hunt down the cost basis of some long - held stocks and your brokerage firm doesn't have that information, you could dig up historical prices and dividend payments to get a sense of your cost basis.

Screens have the advantage of avoiding the biases held by human stock pickers, but sometimes an active manager, like a conscientious driver, can do a better job of spotting the hazards dead ahead.

The more you know about the stocks you hold, the better you'll do.

(T. Rowe Price itself does not report its fund holdings on a monthly basis, and has yet to release its filings for the second quarter ended June, but it likely took similar reductions on Uber stock across its funds, in accordance with its valuation policy.)

While consumers may have also benefitted from the stock market's Trump rally via their holdings in mutual funds and 401 (k) s, it didn't quite translate to their paychecks: According to the Bureau of Labor Statistic (BLS), U.S. workers earned a median wage of about $ 43,380.48 in 2016 — a 2.8 % raise, or $ 1,214.65.

Icahn does not have this privilege, however, because a condition of this proxy access is that shareholders must have held at least 3 % of the company's stock for at least three years.

The individuals in Sialm's study who did best held small - cap stocks with head offices in their own city or region.

Simultaneously, the powerful Caisse de dépôt et placement du Québec pension fund, with its murky partial mandate to support economic development, boosted its holdings of Rona stock without explanation.

The exception is the Copley Fund (COPLX), which does not hold any tech stocks.

He did buy some stock in January 2016, when markets corrected, and he's holding about 20 % of his portfolio in cash that he intends to deploy when the companies he wants to own take a dive.

Act Like a Corporation Before doing business, stock certificates should be issued to all stockholders, and a corporate record book should be established to hold the articles of incorporation, records of stock holdings, the corporation's bylaws, and the minutes of board and shareholder meetings.

Whistler Blackcomb Holdings Inc. is one travel and recreation - based stock poised to do well from a lower loonie.

If my capital market expectations are for a good bond market and a weak stock market in the next year (such as this year), I don't necessarily want to change any of the stocks or bonds that I hold.

When a stock fund in your taxable account trades stocks, you're on the hook for the capital gains taxes — even if you did nothing but buy the fund and hold it.

As long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panics.

The best course of action is to buy quality stocks without regard to what the market is doing, and then hold on for the long haul, even if your stocks go down.

Alternatively, investors» best performing stocks could become their largest holdings if they don't sell shares as they climb.

If Spain requires a bailout like Greece did, then all stocks, including XEG's holdings, will suffer.

If you want to own Apple, but don't feel strongly enough to own the common stock, fear not, for there are 112 ETFs to choose from that hold it.

Just to be clear, I don't plan on doing much «trading», I plan to mostly buy stocks to hold and let them DRIP.

Do stocks bounce right here and if so, how long can we expect them to hold?

With the service, you don't own individual stocks or bonds; instead, investments are held in the form of exchange - traded funds (ETFs).

Obeying the dictum, «Don't put all your eggs in one basket», many investors hold a good mix of Canadian, U.S. and international stocks.

And the Hong Kong Stock Exchange, which lost out on the IPO of Alibaba Group Holding Ltd., should be proud of its refusal to bend the rules — and resist the pressure to do so now.

Donating stock held for less than a year or depreciated stock does not carry the same tax advantages.

«I have my whole retirement in ETFs but I really don't understand the risks vs. regular mutual funds or individual stock holdings.»

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

If we approach trading with a clear and objective mindset, the stock market will always tell us what to do, based on the price and volume action of the leading stocks we are holding.

Perhaps that's extreme, but one sign the whole thing did have an impact on agency profits and revenues, at least when it comes to the stock prices of the four biggest holding companies.

Despite consistent profits and improving margins, this stock's valuation does not reflect the potential for future profit growth and now holds significant upside potential.

Those stocks would get crushed, we're buying stocks that are have huge cash flows, people have low expectations for them that's why we're getting them so cheap and so we know pay for high expectations in the long book, so when the low — bad news comes in, we didn't pay for high expectations so our longs tend to hold up better, our shorts are getting killed, great spreads and bad markets.

If you never plan to sell your Google stock, and Google doesn't pay a dividend, then it's better to hold Google in a taxable account for example.

Yes — we missed the silver bullion boat (though we do hold some silver mining stocks).

We don't have any policy against holding techs and financials - we're simply avoiding them here because they fail to satisfy the requirements of our stock selection criteria.

Every day I'm tempted to sell my Gold Miners and to add different dividend stocks from its profits but I will try to hold off a little bit longer before doing so!

Are you already holding a stock in your portfolio that you are unsure what to do with?

I'm a huge fan of dividend stock investing, but, I don't believe that all stocks should be held forever.

Do you want to purchase stocks, bonds, or other investments or do you want to hold the money in your a savings account or a CDo you want to purchase stocks, bonds, or other investments or do you want to hold the money in your a savings account or a Cdo you want to hold the money in your a savings account or a CD?