Sentences with phrase «stock holdings when»

He advised investors to lighten common stock holdings when the stock market is making new highs (buying bonds instead), and invest more heavily when the stock market is making new lows.

Invest too conservatively and you may be tempted to boost your stock holdings when the market's doing well, which could leave you more vulnerable when the market eventually falters.

Use INTF as an alternative to a traditional long - term international stock holding when seeking outperformance.

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.»

«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.

Unicorns were created in the aftermath of the financial crisis, when the low interest rate environment prompted investments in riskier assets, such as the stock of privately held companies.

When the stock broke out to the upside in 2017 every time it pulled back that $ 300 level provided nice support, it dipped a little below that last week and it's starting to hold it again,» said Maley.

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

Stocks have failed to hold a strong rebound since Friday, when a better - than - expected report on wages added to worries about higher US inflation.

While Nike had enjoyed a strong run for the years when a Summer Olympics event was held, the stock has seen some softness during in 2012 when London hosted the Games and this year during Rio.

The travel company United Continental Holdings (ual) came under fire last month when a passenger was dragged off one of its overbooked flights, a fiasco that dragged as much as $ 90 million off the value of Buffett's stake as United stock plummeted amid the ensuing outrage.

When Norman Levine says he holds stocks for the long term, he isn't kidding.

Similarly, the SBA considers options to purchase stock held by non-disadvantaged entities when determining ownership.

If, after exercising the option, your executive holds on to the stock for a while and it appreciates, she will owe only capital - gains tax on that appreciation when she sells.

CNBC ran a study using analytics tool Kensho to find Dow Jones industrial average stocks that held up the best when the Cboe Volatility index, or VIX, pops more than 5 percent in one day.

Herbalife's (HLF) stock has see - sawed for more than two years, beginning in late 2012 when Ackman initially called the company a pyramid scheme and disclosed he held an «enormous» short position in Herbalife's stock.

Be prepared to sell Buy - and - hold investing gained in popularity in the 1990s, when stock markets were soaring.

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.

Berkshire, which has traditionally avoided technology stocks, started to amass a holding in Apple in the first quarter of 2016, when it bought just over 9.8 million shares.

Those stocks also tend to hold up better in periods of volatility, when hedge funds often sell their large - cap stocks to boost their own liquidity.

ETF sellers argue that their fees are a small price to pay for access to assets that hold their value when stocks fall.

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

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.

When you hold stock funds in a taxable account, you can gain additional tax savings by tax - loss harvesting.

At a time when Fed Chair Alan Greenspan was being held as the leader of a «committee to save the world «-- as the famous Time magazine cover read — she advised him to raise interest rates and keep an eye on the booming stock market.

(Maybe holding nothing but Canadian energy stocks isn't such a great idea when the world is awash in oil.)

When Tribune Publishing holds its quarterly earnings call on Thursday, its stock price will likely have plummeted more than 50 percent since the beginning of the year.

When their stocks take a dive, they panic and sell in fear of losing even more money if they hold on.

When the world's largest holding company posts its biggest stock decline in almost two decades and predicts no growth for 2018, there will inevitably be questions over whether the holding company model is irreparably broken.

That alignment, we believe, works best when senior leaders have meaningful portions of their personal holdings invested in the stock of their company.

Holding a bond ladder that you can liquidate when the market is down provides the alternative to selling stocks at the worst possible times, and allows you to wait until the stock market recovers.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

Each person's compliance with the minimum stock ownership level will be determined on the date when this compliance grace period expires, and then annually on each December 31, by multiplying the number of shares held by such person and the average closing price of those shares during the preceding month.

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.

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.

Regret theory can also hold true for investors when they discover that a stock they had only considered buying has increased in value.

The 1950s witnessed a strong bull market in stocks, but when the S&P 500 fell double digits in 1957 bonds held up really well.

In the United States last year, close to 20 percent of private - sector employees owned stock, and 7 percent held stock options, in the companies where they worked, while about one - third participated in some kind of cash profit - sharing and one - fourth in gain - sharing (when workers get additional compensation based on improvement on a metric other than profits, like sales or customer satisfaction).

You will make less buys, spend less on commissions, you will understand and follow more easily your holdings and, most important of all, you will cultivate true patience and the art of punching big when one of your companies stock price is suddenly very attractive.

When we analyze the expectations baked into the stock price, we also find that KLIC holds significant upside potential.

The shareholders of Citigroup who are still nursing stock losses of 85 percent from the bank's pre-crash days aren't going to be too comforted by reading about Rubin's musings about existentialism in coffee shops around Harvard when he should have been cramming for finance courses that might have led to his questioning the more than $ 1 trillion bucks that Citigroup held off its balance sheet in the leadup to its crash.

For her part, Beder wonders what happens when stock markets fall, and those same institutional investors start looking for things to sell so they can hold more money in cash and other safer investments.

You will experience additional dilution when those holding options exercise their right to purchase common stock under our equity incentive plans, when RSUs vest and settle, when we issue restricted stock to our employees under our equity incentive plans, or when we otherwise issue additional shares of our common stock.

When appreciated stock is sold, the owner generally realizes capital gains equal to the appreciation and may be liable for either short - term or long - term capital gains taxes, depending on the length of time the investment was held.

Remain confident when holding stocks pulling back from their highs (to reap greater trading profits)

Chinese stocks received a boost last month when the MSCI Index committee declared it was increasing the holdings of mainland China stocks to it's Emerging Market (EM) Index.

So when the Fund is fully hedged, our primary risk (as well as our primary source of expected return) is the potential for our stock holdings to perform differently from the major indices, be they the S&P 500 or the Russell 2000.

When the sun is shining and stocks are performing well, holding stocks can give you meaningful upside for your investment.

When a LLC Unit is exchanged by a Continuing LLC Owner (which we would generally expect to occur in connection with a sale or other transfer), a corresponding share of Class B common stock held by the exchanging owner is also exchanged and will be cancelled.

When you buy and you hold, you can expect stock - like volatility.