Sentences with phrase «stocks at a loss»

If the stock market is down in the early years of your retirement and you have to sell stocks at a loss to get enough income for your basic expenses, you can really hurt your portfolio's value in both the short run and the long run.

With that said, I ended up selling the stock at a loss (between $ 11 to $ 12 per share) in early 2012.

The next thing I did was to sell off the stocks at loss.

If you invest in stocks today and you suddenly realise that you need the money to pay a particular bill the following month, there is a tendency that you might sell the stock at a loss.

Well, I can sell the stock at a loss and then buy it back again, but I can't take the loss off my taxes.

First, if you sell stock at a loss, you can turn that sale into a wash sale by trading in options.

During financial emergency, you may not have other option than to quickly sell the stocks at a loss so that you can quickly meet your pressing needs.

But if you sell your stocks in a bear market, this might mean three things: (i) You may be selling your stocks at a loss; (ii) You are making no gains nor loss, meaning that you are selling the stocks at a price at which you bought the stocks; or (iii) You are selling at reduced gains.

Selling a stock at a loss is difficult for most of us because we have a loss aversion bias.

In fact, I did that in 2009, sold stocks at a loss to offset capital gains from a rental property sale.

If you sell stock at a loss, you should wait 30 days before repurchasing.

In layman's terms, it simply means that if you sell a stock at a loss, you can't repurchase the shares back again within 30 days and claim the loss against your gains.

Think about it — who cares if you're stuck with / have to sell stocks at a loss, if this also means you're now in a position to buy into far superior stocks?

If you sell the stock at a loss, then you'll be able to deduct some or all of that loss from your income, and may be able to carry forward losses for a few years as well.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Adjusted shareholders» equity is shareholders» equity excluding net unrealized investment gains (losses), net of tax, included in shareholders» equity, net realized investment gains (losses), net of tax, for the period presented, the effect of a change in tax laws and tax rates at enactment (excluding the portion related to net unrealized investment gains (losses)-RRB-, preferred stock and discontinued operations.

When you harvest losses and repurchase the stock at the lower price, you also lower your cost basis, or the original cost of the investment.

As a result of the fraudulent conduct alleged herein, Plaintiff and other members of the Class purchased Longfin common stock at artificially inflated prices and suffered significant losses and damages once the truth emerged

Gold stocks rose 6.77 %, and utilities 3.23 %; consumer staple stocks had the smallest loss at 1.36 %.

Wealthfront supports additional Direct Indexing, which looks at movements in individual stocks, not just single funds, in order to harvest even more tax losses and lower your tax bill.

And to make matters worse, traders weren't braced for a drop that stretched as deep as 6.3 % in the company's shares on Friday, a loss that has the stock at its lowest level in more than four years.

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.»

In the United States, the Dow Jones Industrial Average (DJIA) dropped 22.6 percent in a single trading session, a loss that remains the largest one - day stock market decline in history.2 At the time, it also marked the sharpest market downturn in the United States since the Great Depression.

You may treat as ordinary loss any excess of the adjusted basis of the stock over its fair market value at the end of the year, but only to the extent of the net amount previously included in income as a result of the election in prior years.

They can offset losses in stocks,» said Matt Tucker, head of the iShares fixed - income strategy team at BlackRock.

«It's tough to look at a full year of losses on Amazon (+56 %), athenahealth (+26 %), Netflix (+55 %) and Tesla (+46 %) when we believe all those stocks appeared priced with little margin for error entering the year, and none executed well or met fundamental expectations in 2017,» he wrote.

At the same time, we are maintaining something of a «stop loss» a few percent below current levels in the form of put option coverage for about 90 % of our stock holdings.

Generally speaking, brokers and exchanges are not yet required to report cryptocurrency transactions to the I.R.S., as they do when you sell a stock at a profit or loss (and you receive a 1099 - B or a 1099 - DIV for a mutual fund).

In other words, while the options would be assigned if the stock dropped below $ 40 at expiration, you wouldn't incur losses unless the stock fell below $ 39.60 — a drop of more than 10 % from the day the puts were sold.

In other words, while the options would be assigned if the stock dropped below $ 42 at expiration, you wouldn't incur losses unless the stock was below $ 41.20 — a drop of more than 6 % from the day you sold the puts.

If, for example, the stock price is $ 50 at the time of entry, an 8 % stop would equate to a stop loss price no lower than $ 46 ($ 50 * 8 % = $ 4 stop).

And since the last earnings call, Apple's stock has recovered most of its losses, closing Tuesday at $ 531.7, up from a dip below $ 500 a couple months ago.

In our opinion, the accompanying Consolidated Balance Sheets and the related Consolidated Statements of Operations, Comprehensive Income (Loss), Redeemable Convertible Preferred Stock and Stockholders» Equity (Deficit), and Cash Flows present fairly, in all material respects, the financial position of Fitbit, Inc. and its subsidiaries at December 31, 2013 and December 31, 2014, and the results of their operations and their cash flows for each of the three years in the period ended December 31, 2014 in conformity with accounting principles generally accepted in the United States of America.

But at lower bond returns, the stock loss is still cushioned, just to a lesser degree (from -18.6 % to -20.4 %).

If you first grow and then rebalance to more yield returning investments, you will have to realize your gains at some point along the way... I assume ideally you would prefer to do that in a slow and steady process after retirement, but when you deal with growth stocks you might also want to protect your gains by setting stop losses which could then create a huge taxable event on some random Friday morning...

Their managers sell losing securities, match up losses and gains, hold stocks at least a year so that their gains count as long - term, choose stocks that don't produce a lot of taxable dividends, and try to keep taxable transactions low.

Let's look at how a hypothetical portfolio made up of 70 % in stocks and 30 % in bonds would fair with a large stock market loss at different levels of bond returns:

If one is long a broadly diversified portfolio of stocks and hedged with a short position in the major indices, the result is a net portfolio loss — and that can feel excruciating if the major indices are advancing at the same time.

In a diversified portfolio you use your bonds to buy stocks (or for spending purposes if taking distributions from your portfolio) when the stock market falls so you aren't forced to sell your stocks at a low point in the cycle and lock in losses.

In our opinion, the accompanying consolidated balance sheets and the related consolidated statements of operations, comprehensive loss, redeemable convertible preferred stock, convertible preferred stock and stockholders» deficit, and cash flows present fairly, in all material respects, the financial position of Twitter, Inc. and its subsidiaries (the «Company») at December 31, 2012 and 2011, and the results of their operations and their cash flows for each of the three years in the period ended December 31, 2012 in conformity with accounting principles generally accepted in the United States of America.

Sure, stocks can go down, but over any 10 year period in history they are always up at least 7 % per year when the gains and losses are averaged out.

We want to enter the stock at the current levels and keep a stop loss of $ 39, which is just below the low created on October 19.

The market sent the stock plunging to a closing loss of 16.5 % on Wednesday, though shares have fully recouped their losses as of Monday and are now priced at nearly exactly what they were before the post-earnings drop.

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

At what point will investors stop begging the government to save private companies and recognize that the losses should be taken by the stock and bondholders of the offending financial institutions?

A stop loss does not guarantee your losses will be limited at your stop price level, as stocks can gap down (typically on the open) and open below your stop price level.

If stock rises instead, however, the investor could have to buy it back at a higher price than he or she sold it for, resulting in a loss.

The electric - car maker's stock TSLA, -5.55 % has slumped 16 % since its closing peak this year at $ 357.42 on Feb. 26 through Tuesday, compared to the S&P 500's SPX, -0.23 % 4.5 % loss, and talk is getting ugly ahead of Wednesday's first - quarter earnings report.

In 2003, the SEC purportedly also looked into a hedge fund Shkreli worked at for insider trading after he correctly predicted the stock price of a weight - loss drug would fall, but the SEC was unable to find wrongdoing.

Now, if a company takes its IPO proceeds and invests them in cash and marketable securities, then as long as it doesn't generate net losses or other liabilities, the company must be worth at least the value of those assets, regardless of how much money was raised by issuing stock.