Sentences with phrase «term holds as»

It won't change much as far as strategy, as all the stocks will be long term holds as the other accounts.

ZCL is a long - term hold as each fork it has provided is of exceptional value.

While amateurs perceive long - term hold as just the long term hold for cash flow, the sophisticated investors know better.

Not exact matches

«Very few financial advisers hold themselves out to be fiduciaries, and even fewer will sign an agreement that states, in no uncertain terms, that they are operating in a fiduciary capacity as your adviser,» Davidson explains.

West Perth - based Automotive Holdings Group has predicted the state's automotive market will remain challenging in the short term, as the company reported a 20 per cent fall in net profit after tax in the six months to December.

While it's not as generous as taking the grant approach, it does eliminate the tax burden on the employee and it means any gains are taxed at a long - term rate depending on the holding period.

You agree to defend, indemnify and hold harmless NBCUniversal, its affiliates and their respective directors, officers, employees and agents from and against any and all claims, demands, actions, suits or proceedings, as well as any and all losses, liabilities, damages, costs and expenses (including reasonable legal fees and costs) arising out of or accruing from (a) any breach of these terms, including any of the foregoing provisions, representations or warranties, and / or from your placement or transmission of any content onto NBCUniversal's servers, and / or from any and all use of your account; (b) any material posted or otherwise provided by you (including without limitation User Content), or any other subscriber or user of your account that infringes any intellectual property right of any person or entity or defames any person or violates their rights of publicity or privacy; (c) any misrepresentation made by you in connection with your use of the online services; and (d) any breach of any of the representation, warranties or other terms or conditions relating to use of your User Content or the online services.

In particular, Boatright says the stakeholder idea should only be held up as an ideal, a source of a sense of mission, a motivator reminding corporate insiders that all participants need to find long - term benefit.

Liquidity: The mere prospect of default is having an impact on the $ 5 trillion repo market, where big banks and investors get short - term loans using their holdings of Treasury securities, mostly T - bills, as collateral.

If you do choose to sell any investment held outside of a tax - deferred account, such as an IRA, make sure, if at all possible, you hold it for at least one year and one day in order to qualify for the long - term capital gains rate.

Several of Canada's biggest lenders have indicated they expect to record a write down to reduce the value of deferred tax assets already held on company balance sheets as a result of tax changes under U.S. President Donald Trump, but expect a lift to earnings in the long term.

While U.S. savings bonds have lost popularity as a means of long - term savings due to the low interest rates they currently earn, some retirees have been holding on to bonds that were issued when rates were higher.

Pretty much everyone took the move as meaning just that, but Xi has now claimed he is «personally opposed» to life - long rule, and the term - limit removal was more about aligning the post of presidency with that of top posts in the Communist Party, which Xi also holds, and which don't come with term limits.

Preliminary results from the Annual Meeting of Shareholders held today indicate that the company's 12 director nominees were re-elected to one - year terms and that shareholders ratified the selection of KPMG LLP as Pfizer's independent registered public accounting firm for the 2018 fiscal year.

If the holder of an applicable partnership interest is allocated gain from the sale of property held for less than three years, that gain is treated as short - term capital gain and is taxed as ordinary income.

Under the terms of the merger agreement, Dell stockholders will receive $ 13.75 in cash for each share of Dell common stock they hold, plus payment of a special cash dividend of $ 0.13 per share to stockholders of record as of the close of business on Oct. 28, 2013, for total consideration of $ 13.88 per share in cash.

Under the terms of the agreement, shareholders of 21st Century Fox will receive 0.2745 Disney shares for each 21st Century Fox share they hold (subject to adjustment for certain tax liabilities as described below).

Any gain or loss recognized on such a premature disposition of the ISO shares in excess of the amount treated as ordinary income is treated as long - term or short - term capital gain or loss, depending on how long the shares were held by the participant prior to the sale.

Of the outstanding shares, all of the shares sold in this offering will be freely tradable, except that any shares held by our affiliates, as that term is defined in Rule 144 under the Securities Act, may only be sold in compliance with the limitations described below.

As the father of value investing, Benjamin Graham, once wrote, «The real money in investing will have to be made — as most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.&raquAs the father of value investing, Benjamin Graham, once wrote, «The real money in investing will have to be made — as most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.&raquas most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.»

Each of Icahn Offshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn, by virtue of their relationships to Icahn Master (as disclosed in Item 2), may be deemed to indirectly beneficially own (as that term is defined in Rule 13d - 3 under the Act) the Shares which Icahn Master directly beneficially owns.

Each of Icahn Onshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn, by virtue of their relationships to Icahn Partners (as disclosed in Item 2), may be deemed to indirectly beneficially own (as that term is defined in Rule 13d - 3 under the Act) the Shares which Icahn Partners directly beneficially owns.

In other words, no matter how good the fund, its manager or its securities selection, if Morningstar says it is good, then so much money pours in to the fund that the underlying holdings of the fund can get a short - term boost as the manager puts the new money to work.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

He cited Wanda Cinema Line, which jumped tenfold last year, as an example of the value of holding a good company for the long term.

The earnings yield on enormous blue - chip stocks such as Wal - Mart, which had little chance to grow at historical rates due to sheer size, was a paltry 2.54 % compared to the 5.49 % you could get holding long - term Treasury bonds.

As one can see, there is little variation between the holdings of KIE, XLF and the average Financials sector stock in terms of ROIC, which is the primary driver of stock prices.

At some point, if these policies are inflationary, then the vigilantes or those that hold dollar reserves, such as China and Brazil and Mexico, they will be in the driver's seat in terms of longer - term Treasury debt, 10 years and 30 years Treasury debt in terms of their yield.

Loans sold or designated as held for sale through OnDeck Marketplace ® represented 3.9 % of term loan originations.

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.

That's a lower level of representation compared to other professional fields, the study's authors found, even as the women held their own in terms of fund performance.

Best designed for short - term trading, rather than «buy and hold» investing, short ETFs such as $ QID are a great way for traders with non-marginable accounts to still participate on the short side.

As shown on the daily chart below, notice that EWH has been neatly holding near - term support of its 20 - day exponential moving average, and is now poised for a breakout to a fresh 52 - week high:

Holders who purchase units at different times and intend to sell all or a portion of the units within a year of their most recent purchase are urged to consult their tax advisors regarding the application of certain «split holding period» rules to them and the treatment of any gain or loss as long - term or short - term capital gain or loss.

But if you're holding Bond ETFs such as iShares XBB (mid-term maturities) or XSB (short - term maturities), then the prices of these ETFs will fall when rates go up.

As a levered product, TNA is not a buy - and - hold ETF; it's a short - term tactical instrument.

This package was provided to attract Mr. Drexler to the Company and align his interests with long - term stockholder value during a period when J. Crew, as a privately - held company, was experiencing significant underperformance and had a highly leveraged capital structure and limited equity value.

As a side note, leveraged ETFs such as $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periodAs a side note, leveraged ETFs such as $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periodas $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periodas long - term «investments» because they frequently underperform the underlying index with longer holding periods.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

At the same time, what is counted as cash on the sidelines, whether in money market funds, or as tiny balances in equity funds, is nothing but a mountain of short - term debt securities, mostly Treasury bills, that have been issued and must be held by somebody until they are retired.

The young investors who are looking to enter the market would likely be cheered by investors, who have long argued that millennials should get over what some have described as an aversion to equities — a byproduct of their coming of age and starting their careers during the worst of the financial crisis — and take advantage of a long - term, buy - and - hold strategy that allows them to benefit from compound interest.

Ripple held up relatively well during yesterday's sell - off, and the coin is back at $ 0.18 today, as the long - term base formation stopped the decline.

As such, note that our projected holding period of this momentum trade setup is expected to be shorter - term than our typical ETF swing trade.

If you held the bitcoin for a year or less, this is a short - term gain so it's taxed as ordinary income according to your tax bracket.

In the coming months and years, as a recovery takes hold, financial institutions defined by long - term business strategies, strong balance sheets and especially by disciplined risk management principles will be rewarded.

As a privately held company, Fidelity has the freedom to focus on the long - term success of our customers.

Short - term gains, from digital coins held for a year or less, are taxed as ordinary income.

Based on yesterday's price and volume action in the broad market, as well as the inability of stocks to hold their morning rally attempt, more near - term downside could be in store.

That said, the chance of a bull trap in the DAX is still on, as the German index is holding up above the key 12,000 that we noted yesterday, and aggressive bulls could enter positions here if they think that the technical headwinds will be overpowered by the still intact long - term bullish trend soon.

Investors receive shares with the same voting rights and the same terms as founders and employees holding stock options.