Not exact matches
After a sharp 10 %
appreciation versus the greenback from May through September, the Canadian dollar is now sitting pretty close to its long -
term fair
value, as measured by purchasing power parity.
Subject to the provisions of our 2015 Plan, the administrator will determine the other
terms of stock
appreciation rights, including when such rights become exercisable and whether to pay any amount of
appreciation in cash, shares of our Class A common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock
appreciation right must be no less than 100 % of the fair market
value per share on the date of grant.
Eveillard became particularly famous for his stance that
value investors should buy stocks on margin because the objective is to hold stocks for long -
term appreciation.
Subject to the provisions of our 2016 Plan, the administrator determines the other
terms and conditions of stock
appreciation rights, including when such rights become exercisable and whether to pay any increased
appreciation in cash or with shares of our common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock
appreciation right will be no less than 100 % of the fair market
value per share on the date of grant.
Subject to the provisions of our 2010 Plan, the administrator determines the
terms of stock
appreciation rights, including when such rights vest and become exercisable and whether to settle such awards in cash or with shares of our common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock
appreciation right will be no less than 100 % of the fair market
value per share on the date of grant.
Subject to the provisions of our 2013 Plan, the administrator determines the other
terms of stock
appreciation rights, including when such rights become exercisable and whether to pay any increased
appreciation in cash or with shares of our common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock
appreciation right will be no less than 100 % of the fair market
value per share on the date of grant.
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.
Yet on the whole, given their positive experience both with receiving more income than they could get from the fixed - income sector in recent years and the potential for capital
appreciation over the long haul, dividend stocks and the ETFs that own them have demonstrated their long -
term value to the investors who've gravitated toward them during the low - rate environment of the past decade.
seeks to find stocks that have good
value and good momentum characteristics and typically targets capital
appreciation potential over a longer -
term horizon
The Best Ideas Newsletter portfolio seeks to find stocks that have good
value and good momentum characteristics and typically targets capital
appreciation potential over a longer -
term horizon.
«We follow a flexible,
value - oriented investment philosophy seeking income and long -
term capital
appreciation potential by investing in dividend - paying stocks, convertible securities and bonds.»
Initiating a position near ~ $ 60 - $ 65 may be a substantial long -
term investment for long -
term value and
appreciation.
- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and
value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calcula
value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long
Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized
Appreciation of Employer Stock - Net Worth Estimator - New
Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calcula
Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short
Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations
- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and
value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calcula
value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long
Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized
Appreciation of Employer Stock - Net Worth Estimator - New
Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calcula
Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short
Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations
At the stock's recent quotation, long -
term capital
appreciation potential looks compelling, when stacked against the
Value Line median.
In
value terms, though, imports have fallen by around 5 3/4 per cent since the end of 2002, reflecting a substantial fall in import prices due to the Australian dollar's
appreciation.
Although the
appreciation of the Australian dollar has dampened export prices in Australian dollar
terms, the
value of exports has edged higher since mid year, rising by around 1 1/4 per cent in the December quarter.
(gg) «Stock
Appreciation Right» or «SAR» means a right granted under Section 8 which entitles the recipient to receive an amount equal to the excess of the Fair Market
Value of a Share on the date of exercise of the Stock
Appreciation Right over the exercise price thereof on such
terms and conditions as are specified in the agreement or other documents evidencing the Award (the «SAR Agreement»).
The article points to skepticism that, although home equity represents a large amount of total wealth among the middle - class, potential benefits to low - and moderate - income homeowners are questionable due to challenging mortgage
terms and lower home
value and
appreciation rate.
We aim to generate
value for our shareholders by delivering sustainable returns in the form of a regular, reliable and growing dividend, share repurchases, and long -
term capital
appreciation.
Included in the PowerPoint: Macroeconomic Objectives (AS Level) a) Aggregate Demand (AD) and Aggregate Supply (AS) analysis - the shape and determinants of AD and AS curves; AD = C+I+G + (X-M)- the distinction between a movement along and a shift in AD and AS - the interaction of AD and AS and the determination of the level of output, prices and employment b) Inflation - the definition of inflation; degrees of inflation and the measurement of inflation; deflation and disinflation - the distinction between money
values and real data - the cause of inflation (cost - push and demand - pull inflation)- the consequences of inflation c) Balance of payments - the components of the balance of payments accounts (using the IMF / OECD definition): current account; capital and financial account; balancing item - meaning of balance of payments equilibrium and disequilibrium - causes of balance of payments disequilibrium in each component of the accounts - consequences of balance of payments disequilibrium on domestic and external economy d) Exchange rates - definitions and measurement of exchange rates - nominal, real, trade - weighted exchange rates - the determination of exchange rates - floating, fixed, managed float - the factors underlying changes in exchange rates - the effects of changing exchange rates on the domestic and external economy using AD, Marshall - Lerner and J curve analysis - depreciation /
appreciation - devaluation / revaluation e) The
Terms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked a
Terms of Trade - the measurement of the
terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked a
terms of trade - causes of the changes in the
terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked a
terms of trade - the impact of changes in the
terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked a
terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked about.
Pinnacle
Value seeks long -
term capital
appreciation by investing in small - and micro-cap stocks that it believes trade at a discount to underlying earnings power or asset
values.
The Fund seeks long -
term capital
appreciation through an intrinsic
value - oriented investment approach.
Aristotle
Value Equity Fund will seek long -
term capital
appreciation by investing mostly in undervalued mid - and large - cap stocks.
Owning an investment real estate property can be a great investment option as it will help you to earn interim cash flow and long -
term equity through
value appreciation.
First Asset Global
Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ra
Value Class ETF (TSX: FGU) The First Asset Global
Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ra
Value Class ETF's investment objective is to seek to provide shareholders with long
term capital
appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «
value» characteristics like low price - to - book ratios and low price - to - cash flow ra
value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.
The Fund seeks to provide long -
term capital
appreciation by primarily investing in small to mid cap stocks exhibiting growth and
value characteristics.
«Going forward, we remain focused on finding equity and fixed income investment opportunities that may be able to capture current income, maintain prospects for capital
appreciation and look attractively
valued to us relative to long -
term potential.»
The Jensen Quality
Value Composite (the «Composite») includes all discretionary, fee paying portfolios with an investment objective of long -
term capital
appreciation.
The ValueShares US Quantitative
Value (QVAL) strategy seeks long -
term capital
appreciation by investing in a concentrated portfolio of 40 or so US exchange traded stocks of larger capitalizations, which the adviser determines to be undervalued but possess strong economic moats and financial strength.
Real estate offers a solid investment opportunity which can provide not only an income stream but long
term value appreciation as well.
Moerus Worldwide
Value pursues long
term capital
appreciation, primarily by investing in foreign and domestic common stocks that it believes are deeply undervalued.
Greenhouse MicroCap Discovery Fund will pursue long -
term capital
appreciation by investing in 50 - 100 microcaps «run by disciplined management teams possessing clear strategies for growth that... trade at a discount to intrinsic
value.»
Rothschild U.S. Small
Value Fund seeks long -
term capital
appreciation by investing in small caps.
TCW / Gargoyle Hedged
Value seeks long -
term capital
appreciation while exposing investors to less risk than broad stock market indices.
Even if your shares increased in
value (in
terms of Yuan), if the Yuan was down against the dollar, you will not see the same
appreciation in your portfolio.
Based on current positioning, we expect the All Asset strategies to benefit from the following return tailwinds: a stable to rising breakeven inflation rate, appreciating EM currencies, convergence of EM - to - U.S. cyclically adjusted price / earnings (CAPE) ratios toward longer -
term averages, and
appreciation of global
value stocks from today's elevated discounts toward longer -
term norms.
The result is that the short -
term savings offered by manufactured housing outweighs the potential increase in net worth that can be achieved from a home's
appreciation in
value.
The Towle Deep
Value Fund seeks long -
term capital
appreciation by attempting to capitalize on inefficiencies in the public equity markets.
For investors with a long -
term investment horizon seeking capital
appreciation in excess of stock market returns, the Towle Deep
Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.
The Towle Deep
Value Fund is a «non-diversified» fund which seeks long -
term capital
appreciation.
The FPA Global
Value Strategy will seek to provide above - average capital
appreciation over the long
term while attempting to minimize the risk of capital losses by investing in well - run, financially robust, high - quality businesses around the world, in both developed and emerging markets.
«Somewhat unusual in historical
terms, and reflecting an important demographic shift happening across North America,
appreciation in the luxury condominium market is outpacing the traditional target for large
value residential property investment, the detached house,» said Phil Soper, President and CEO of Royal LePage in the report.
The investment objective of the U.S. Large Cap
Value Portfolio is to achieve long -
term capital
appreciation.
Columbia Threadneedle Investments has launched the Columbia Overseas Core Fund (COSAX), an international equity fund that seeks long -
term capital
appreciation through active investments in
value and growth equity securities of non-US issuers, including those in emerging markets.»
In contrast, if you buy a 10 % grower at intrinsic
value, your long -
term capital
appreciation expectation should be 10 %, plus dividends as above.
The Investment objective of the Fund is to achieve long -
term capital
appreciation through investments in publicly traded securities trading at what we believe to be a discount to their net asset
value.
While property
values may not go up another 92 % (the five - year
appreciation for this community), the 7 % increase in prices in 2017 is a good indicator of what you can expect in the near
term, barring any major changes to the real estate market.
Notes starting from February 26, 2007 Notes starting from March 25, 2007 covered the following topics: Taken At Face
Value, The Cost of Capital
Appreciation, Switching with Dividend Payers, More about Dividend Payers and Switching, Woody Allan's Take on the Efficient Market Theory, I Saw My Doctor Again, Gentle Failure Mechanisms, What Do I Really Think About Long -
Term Timing?
By applying the
value - oriented investing principles of Graham and Dodd, Brandes seeks to take advantage of market irrationality and short -
term security mispricing by buying securities that we believe are undervalued and offer attractive total - return potential — i.e., dividend income and capital
appreciation growth.