Sentences with phrase «subsequent investment in»

After moving through learning periods and subsequent investment in stock, bonds, real estate and P2P and I am experimenting with a small allocation of portfolio and would be curious to hear your thoughts.

agency bonds are issued by official U.S. government bodies (e.g., Tennessee Valley Authority (TVA); government sponsored entity (GSE) bonds are offered by lenders created by an act of Congress to assist groups of borrowers (e.g., farmers, ranchers, homeowners, mortgage lenders, etc.); the principal and interest of GSE bonds are not guaranteed by the U.S. government; Agency and GSE bonds are generally available in minimum denominations of $ 10,000, with subsequent investments in increments of $ 5,000; Fidelity makes these securities available in minimum denominations of $ 1,000, and subsequent investment increments of $ 1,000

Not exact matches

It says initially a $ 1 billion investment was diverted and in subsequent phases money was siphoned from sales of 1MDB bonds.

The dilemma for Fidelity and Hartford, says Drew Nordlicht, partner and managing director of Hightower Advisors in San Diego, is whether to make subsequent investments at their own price threshold, or to use Blackrock's 20 percent higher valuation, which means a dilution of their own shares.

Consider selling shares on the first round, and then selling incrementally more shares of your ownership in all subsequent rounds of investment.

You might have thought that Trump's improbable election and his subsequent refusal to mellow in office would cause traders to worry about the stability of their investments.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

The challenge is that in order to land an initial and subsequent rounds of venture capital investment, investors (particularly east coast VCs), want to see evidence of market traction in the form of product sales and revenue before they'll get behind an idea.

With their lower sales and the extra investment in staff recruitment and training, the showrooms are at best a break - even proposition, but so far they've succeeded in driving brand awareness in new markets, which drives sales in subsequent store openings.

Investors in the first phase of Telegram's ICO were invited to take part in a «subsequent round» of token sales in an email sent Jan. 15 by John Hyman, who is listed as Telegram's chief investment adviser on earlier offering documents.

Today, Buffett's total investment in the company is worth over $ 7.8 billion (he's made subsequent stock purchases) and it's his third - largest holding behind CocaCola (NYSE: KO) and Wells Fargo (NYSE: WFC).

In subsequent years, the Investment Monitor will highlight the presence of Canadian foreign direct investment in the Asia Pacific and the unique role cities play in attracting and providing investment capitaIn subsequent years, the Investment Monitor will highlight the presence of Canadian foreign direct investment in the Asia Pacific and the unique role cities play in attracting and providing investmenInvestment Monitor will highlight the presence of Canadian foreign direct investment in the Asia Pacific and the unique role cities play in attracting and providing investmeninvestment in the Asia Pacific and the unique role cities play in attracting and providing investment capitain the Asia Pacific and the unique role cities play in attracting and providing investment capitain attracting and providing investmentinvestment capital.

As a result there was actually a relatively low rate of client redemptions, especially relative to the tech bubble of 2000, and importantly, clients participated in the subsequent increase in the value of their investment portfolios by staying invested as markets recovered.

In the past decade, our flexibility has meant that we have been able to maintain economic stability through the biggest investment boom in the resources sector in more than a century, and the subsequent unwinding of that booIn the past decade, our flexibility has meant that we have been able to maintain economic stability through the biggest investment boom in the resources sector in more than a century, and the subsequent unwinding of that booin the resources sector in more than a century, and the subsequent unwinding of that booin more than a century, and the subsequent unwinding of that boom.

During the subsequent conference call, Gayner reiterated that Markel's «short - term investment results reflect normal short - term volatility,» and are essentially in line with changes in both equity markets and interest rates.

Good luck can certainly lead to a great fund (and the opportunity to raise larger amounts of capital in subsequent investment funds); there clearly are some investors (or dart throwers) who in the past few years invested early in what became decacorns (including Uber and Airbnb) and are managing larger pools of capital as a result.

Some managers, during this «bridge» period between capital invested and realizations, will be lucky and able to raise a subsequent fund because the unrealized investments will be in recognized, high - profile companies.

As noted above, we also completed the initial and subsequent investments into eREITs via Fundrise; we'll likely continue to increase our holdings in the coming months.

Without investing the time and effort in truly understanding where your brand fits in the marketplace, all other subsequent marketing investments could be wasted.

Mark Hulbert investigates in MarketWatch (8/23/06) timing an investment with the Prudent Speculator based on the size of the newsletter's buy list, finding «a statistically significant relationship between the size of the newsletter's buy list and its subsequent performance.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Our relationship with UpWind and insights from Peter Wells and the entire leadership team have informed subsequent Green Growth Fund investments in OSIsoft, ServiceMax and Cenergistic.

Even at such a bargain price the investment made by Brendan Rodgers in January 2013 was still something of a gamble, though perhaps less so than subsequent deals for the likes of Mario Balotelli, and the Northern Irishman has done well to nurture Coutinho and show him enough faith to help the player mature into a real world - class talent.

By the way, both those comments and my subsequent article of May 10 were not a «single purpose project» designed to attack anyone, but the substance of both interventions was to focus on government's Economic Recovery and Growth Plan (ERGP), highlight lessons Nigeria could learn from failed or sub-optimal implementation of previous economic blueprints, and discuss constraints and / or impediments which must be removed for the plan to succeed, especially in relation to private capital and foreign direct investment.

He was hopeful that the construction of the port and the subsequent investment would create a number of jobs for the people of Ghana particularly in the Volta Region, stating that «the future is bright»

While we continue to review the administration's budget documents in more detail, the overall figures reflect an understanding that continued investments in basic research and higher education will more than pay for themselves through the innovations and subsequent economic growth they generate.

His studies of collared flycatchers demonstrated, for the first time, that paternal investment in one year could influence investment by the same individuals in display behaviors in a subsequent year providing an empirical link between sexual selection and life history and a rare characterization of the long - term consequences of reproductive investment.

The Andre Agassi College Preparatory Academy, a K — 12 school, has been around since 2001 in the tennis player's hometown of Las Vegas; in subsequent years, through an investment venture, Agassi has helped finance the leasing and construction of at least 39 charter - school buildings in 12 different cities.

Public expenditures on early childhood programs are nearly always justified as investments that will eliminate socioeconomic and racial gaps in school readiness and elevate subsequent student achievement and life success.

However, company bosses eventually reversed the decision, resulting in the subsequent investment of # 500 million.

[28][29] In June 2011, BMW announced an investment of # 500 million in the UK over the subsequent three years as part of an expansion of the Mini range to seven modelIn June 2011, BMW announced an investment of # 500 million in the UK over the subsequent three years as part of an expansion of the Mini range to seven modelin the UK over the subsequent three years as part of an expansion of the Mini range to seven models.

The fund was closed to new investments after that point, so less is known of its subsequent performance, but in 2016, Forbes estimated Simons to be worth $ 15.5 billion, having made $ 1.5 billion in 2015.

After this initial investment was made, Breeze hoped to invest much less in engineering each subsequent cargo winch project it worked on because it would have a base to work from.

Duration (In Years): This how how long your initial investment, and subsequent annual additions grow and compound.

If you're interested in directly purchasing Bemis stock, the minimum purchase is $ 500 for the initial investment and $ 25 for any subsequent optional cash investments, whether by check or by direct debit.

According to one widely cited maxim, you can safely pull out 4 percent of your investments in your first year of retirement and — adjusting withdrawals for inflation in subsequent years — with reasonable certainty that you won't outlive your investments.

However, the extra interest paid could be considered an investment in building a great credit history, and paying the loan off will usually result in lower rates of interest on subsequent loans that you might take out from the same lender.

Because tax basis depends upon the cost of the capital investment, any subsequent appreciation on those assets will not increase the tax basis in those assets.

For example, in the years since the global financial crisis and subsequent European debt crisis, quality and low beta have outperformed as investment styles.

TAVF restricts its investments in credit instruments to issues containing strong protective covenants; where the prospects of a money default are remote, where the Fund would fare at least okay in the subsequent reorganization in the event of a money default; and where the cash return appears to be at least 500 basis points better than can otherwise be obtained from a credit of comparable quality.

The Funds employ an «Upgrading» strategy whereby investment decisions are based on near - term performance, however, the Funds may be exposed to the risk of buying underlying funds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market value.

His subsequent book, The Intelligent Investor, which Warren Buffet celebrates as «the greatest book on investing ever written», introduced the world to Mr. Market — the best investment analogy in history.

It may be tempting to concentrate your holdings into one or two hot asset classes in hopes they'll continue to sizzle in subsequent years or to try to predict which investments currently at or near the bottom of the rankings will move up the ladder.

[Mr. Scott] intends to review his investment in [ASYS] on a continuing basis and, depending upon the price and availability of shares of the Common Stock, subsequent developments affecting [ASYS], [ASYS]'s business and prospects, other investment and business opportunities available to [Mr. Scott], general stock market and economic conditions, tax considerations and other factors considered relevant, may decide at any time to increase or to decrease the size of his investment in [ASYS].

DeBondt and Thaler then calculated the investment return against the equal weighted NYSE Index over the subsequent four years for all of the stocks in each selection period.

FCF was $ 450 K better than my estimate, which puts cash & cash equivalents at $ 4.3 m, while investments came in much as expected at $ 19.4 m. I'm also going to count the subsequent $ 1.2 m AREO payment.

Table 1 displays the statistical incidence and investment impact of agreement and disagreement in historical price returns and subsequent dividend growth.

To swap to a Roth, you need to pay upfront the taxes that were deferred on the income and subsequent investment gains in a 401K or a traditional IRA.

If a restriction on the Fund's investments is adhered to at the time an investment is made, a subsequent change in the percentage of Fund assets invested in certain securities or other instruments of the Fund's investment portfolio, resulting from changes in the value of the Fund's total assets, will not be considered a violation of the restriction; provided, however, that the asset coverage requirement applicable to borrowings shall be maintained in the manner contemplated by applicable law.

The currencies of emerging market countries may experience significant declines against the U.S. dollar, and devaluation may occur subsequent to investments in these currencies by a Fund.