Sentences with phrase «stocks on a long term basis»

Because none of those services had all the important data and necessary information I needed for me to make a wise decision to buy top dividend stocks on a long term basis.

Not exact matches

While the firm has long been critical of the types of short - volatility strategies that were blamed for exacerbating stock moves early last week, it's still optimistic about the market on a medium - term basis.

Zaino, who counsels the Millennial children and grandchildren of his primary client base, says, «Younger investors who can't handle the risk associated with stocks are missing out on significant long - term growth through higher returns and the positive effects of compounding interest.

Consider this simple example with a three - instrument portfolio comprised of a S&P 500 ETF, a long - term bond ETF and a cash - proxy ETF.1 Based on daily returns since 2010, the annualized volatility on the cash proxy (a short - term bond ETF) is effectively zero, compared to 16 % and 15 % for the stock and bond ETFs.

Although some investments might reverse course, and some require a longer - term view, holding onto a stock based on hope usually leads to more losses.

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.»

There is no doubt that, based on pure, cold, logical data, stocks are the single best long - term performing asset class for disciplined investors who are not swayed by emotion, focus on earnings and dividends, and never pay too much for a stock, often as measured on a conservative beginning earnings yield relative to the Treasury bond yield basis.

IBM participates in several executive compensation surveys that provide general trend information and details on levels of salary, target annual incentives and long - term incentives, the relative mix of short - and long - term incentives, and mix of cash and stock - based pay.

As discussed in the CD&A under «Compensation Components» and «Achieving Compensation Objectives — Pay for Performance,» we have provided incentive compensation in the form of an annual cash incentive award based on Company, business line and individual qualitative performance results for each fiscal year, and long - term incentive compensation generally in the form of stock option grants and, in certain circumstances, RSRs to reward our SEOs for contribution to growth in long - term stockholder value.

The whole «Dow 36,000» argument was essentially based on the notion that all earnings could be paid out as dividends, earnings would still grow, and that investors would be willing to hold stocks for a long - term return of just 6 % annually.

The perennial appeal of value investing is based on the excellent long - term performance of global value stocks.

I am a long term dividend stock investor based on company fundamentals and the principles I outlined in my Dividend Deep Dive post a couple weeks ago.

Before investors base their expectations on someone's assertion that stocks are «cheap» or «reasonable» based on one measure or another, they should demand similar long - term evidence that the measure is actually strongly correlated with subsequent market outcomes.

The largest part of that was a salary; some came from a long - term incentive based on the stock price that would not mature until he retired.

Specifically, benefits subject to the HP Severance Policy include: (a) separation payments based on a multiplier of salary plus target bonus, or cash amounts payable for the uncompleted portion of employment agreements; (b) any gross - up payments made in connection with severance, retirement or similar payments, including any gross - up payments with respect to excess parachute payments under Section 280G of the Code; (c) the value of any service period credited to a Section 16 officer in excess of the period of service actually provided by such Section 16 officer for purposes of any employee benefit plan; (d) the value of benefits and perquisites that are inconsistent with HP Co.'s practices applicable to one or more groups of HP Co. employees in addition to, or other than, the Section 16 officers («Company Practices»); and (e) the value of any accelerated vesting of any stock options, stock appreciation rights, restricted stock or long - term cash incentives that is inconsistent with Company Practices.

But what matters to long - term investors is the yield based on what you paid for the stock, says Melcher.

The study also found that long - term annual returns of the MSCI KLD 400 Social Index, which comprises firms scoring highly on environmental, social and governance (ESG) criteria, outperformed the S&P 500, a benchmark of the broader US stock market, by 45 basis points, since its inception in 1990.

In VFC's case, that basic estimate is based on reference point price - to - earnings ratio (P / E) of 15, which is the long - term average P / E of the stock market as a whole.

Based on the Dividend Discount Model (DDM) with a 10 % discount rate (the target rate of return), if the company grows the dividend by an average of 7 % per year for the long term, then the fair price is over $ 90, compared to the current stock price of only about $ 83.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

Higher oil prices would reinforce current market trends based on reflation: rising long - term bond yields and a shift out of perceived safer assets — bond proxies and low - volatility stocks — and into cyclical assets such as EM.

Investing may earn you more based on oft - quoted long term averages but, consider this, if the market tanks by 50 % in one year, it would take over 7 years of so called «average stock market returns of 10 %» to return to the same position you were in just prior to the loss, and that is not even factoring in inflation.

Consider adding fixed income to return to the right mix of stocks and bonds based on your comfort with risk and long - term financial goals.

If you listen to the tenor of investment strategists here, the basic message sounds a lot like what we heard in the late 1990's: stocks may not be priced to deliver strong returns on a sustained basis, and there are substantial risks in the longer - term picture, but for now, things seem to be going well and so there's no need to be defensive just yet.

I bought the stock based entirely on long - term prospects and the acceptable valuation (and 4 % yield) of a good business.

As the late, great Benjamin Graham said, in the long term, the stock market is a weighing machine, judging stocks based on measurable criteria like earnings, sales, debt, profit margins, and return on equity.

It's important to note that on long - term charts like this one, small distances actually represent weeks of data, including many days where stocks advanced and everything looked just fine on a near - term basis, so we certainly shouldn't rule out the typical «fast, furious, prone - to - failure» rallies that usually punctuate extended market slides.

This was exasperated recently when I was discussing the case of how most investors misunderstand how it can actually be good over the long - run to change a company's capitalization structure to replace equity with debt by borrowing funds on a long - term, low - cost, fixed - rate basis to repurchase stock, lowering the total count of outstanding shares.

Our investment philosophy is based on the long - term ownership of outstanding businesses through common stocks purchased at attractive valuations.

Matt Hall, cofounder and president of Hill Investment Group, introduces his 2016 book, Odds On: The Making of an Evidence - Based Investor, by stating that: ``... the evidence - based movement has been studying market data and academic research to identify the groups of stocks and other investments that provide better odds of long - term sucBased Investor, by stating that: ``... the evidence - based movement has been studying market data and academic research to identify the groups of stocks and other investments that provide better odds of long - term sucbased movement has been studying market data and academic research to identify the groups of stocks and other investments that provide better odds of long - term success.

Looking back through history, whenever value stocks have gotten this cheap, subsequent long - term returns have generally been strong.3 From current depressed valuation levels, value stocks have in the past, on average, doubled over the next five years.4 Not that we necessarily expect returns of this magnitude this time around, but based on the data and our six decades of experience investing through various market cycles, we believe the current risk / reward proposition is heavily skewed in favor of long - term value investors.

Moreover, 7.2 per cent growth, which is the other way to look at not taking early benefits, plus indexation, is hard to achieve on a long term basis in income stocks or with federal government bonds with no risk of default.

Annual incentive compensation and a portion of performance - based restricted units focus on short - term performance while the balance of performance - based restricted units and the other components of performance - based pay are tied to achievement of financial targets and stock price performance over a longer period of time.

Given historical long term stock market returns, it would be realistic to think that he could make 10 % or so with his investment on an annual basis.

One of the great anomalies of investing: The historical long - term outperformance of certain smart beta or factor - based strategies relative to the broader equity market (think choosing stocks based on their valuations, momentum, low volatility or quality metrics such as profitability).

Stock prices can fluctuate widely on a day to day basis, but the long - term fundamentals are on your side when you rely on an ETF such as Vanguard S&P 500 ETF to invest in a diversified basket of solid businesses.

For most investors, who lack market timing skills and nerves of steel, the 67 % run - up gets lost in what is on a longer term basis a very disappointing period for the stock market.

The decision to buy or sell stock is made more on the basis of the likely success or failure of the tender offer than on the long - term prospects of the company.

So if we were at 2006, you would cut SLV in Feb. 2007, and re-enter in Mar 2009, based on your Medium - Long Term Model for stocks?

This gives us a picture based on the stock's own long - term valuation instead of the market's long - term valuation.

It's important to compare investments on an after - tax basis: you might appreciate the guaranteed yield of government bonds, but on an after - tax basis, you'll likely do better over the long - term with dividend stocks.

This gives us a valuation estimate based on the stock's own long - term valuation instead of the market's long - term valuation.

Here you can get estimates of a stock's short -, medium -, and long - term technical prospects based on 13 different technical indicators.

Historically, stocks outpace inflation on a long - term basis.

The plan is to invest in small EM companies based on the conviction that «over the long term, stock price movements follow growth in earnings, revenues and / or cash flow.»

MDT Advisors» uses a quantitative process that scores stocks based on earnings estimate momentum, long - term earnings growth, analyst conviction, share buyback and issuance, external financing, asset growth, earnings risks, structural earnings, tangible book - to - price and earnings - to - price.

Chapter 6, Stocks are Risky, Even in the Long Run, does an excellent job of explaining why you can not make withdrawals based simply on the long - term annualized return of a portfolio (6.5 % to 7.0 % plus inflation in the case of an all - stock portfolLong Run, does an excellent job of explaining why you can not make withdrawals based simply on the long - term annualized return of a portfolio (6.5 % to 7.0 % plus inflation in the case of an all - stock portfollong - term annualized return of a portfolio (6.5 % to 7.0 % plus inflation in the case of an all - stock portfolio).

We have successfully brought the Safe Withdrawal Rate (SWR) up to the long - term return of stocks, based on today's valuations.

Prediction of how the stock will move, normally for the longer term, is based on the company's fundamentals and valuation.

Falling EPS was met with a falling stock price, but I'm willing to bet that CAT will be earning much more profit on a per - share basis over the short term and long term.