Sentences with phrase «term stock holdings»

In an attempt to curtail the riskiness of his long - term stock holdings, he began to short sell related stocks.

But also consider whether you would be better off sticking with long - term stock holdings in your taxable account, while buying taxable bonds in your retirement account.

* Assets that are high growth but tax efficient, such as long - term stock holdings and equity index funds, should be added to a taxable account.

Not exact matches

Berkshire Hathaway has always been the quintessential buy - and - hold company — and helps ensure that its Class A shareholders are focused on the same long - term goals by refusing, for example, to indulge in gimmicks like stock splits.

Chris Baggini, Facebook shareholder and senior portfolio manager at Turner Titan Fund, told «Squawk on the Street» that his firm holds a long - term view on the stock.

In the short term, it seems that the biggest winners were those who held LNKD stock, which rose dramatically at the news.

When Norman Levine says he holds stocks for the long term, he isn't kidding.

The Managing Director of Portfolio Management Corp. looks for stocks to hold for the long term — really long term

The general consensus is that buying and holding stocks for the long term tends to work out, and that it makes sense to have higher risk exposures (think equities) in your younger years.

However, in my three decades of experience coupled with reading about markets before my time, the only strategy that I see standing the test of time is to buy solid blue chip dividend - paying stocks from diverse industries, hold them for the long term, and diversify them properly with a judicious allocation to bonds and cash.

The family in question may have not just a strong position in terms of the stock it holds; they may also bear the name that's emblazoned on the company letterhead.

With a fresh picture of your 2016 results and how your holdings are divided between stocks, bonds and cash, it should be easy to «rebalance» — sell some holdings and add to others to get back to the proper mix for your long - term plans.

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.

In addition, in such circumstances, all restrictions on restricted stock and restricted stock units held by such non-employee director will lapse, and, unless otherwise determined by the Administrator, all performance goals or other vesting requirements will be deemed achieved at 100 % and all other terms and conditions met.

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.»

If the stock falls by fifty percent due to short - term problems in the business, will you be able to continue holding without any emotional response if you can conservatively determine that the long - term potential of the business still remains promising?

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.

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.

· Our stock ownership guidelines require that the Chairman and CEO and each Senior Executive hold a significant amount of IBM equity to further align their interests with stockholders over the long term.

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.

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.

Every defense of current P / E ratios must assume either a higher long - term growth rate than is evident from historical data, or it must assume that investors are willing to hold stocks for a long - term return of substantially less than 10 %.

If even manic Jim Cramer says to sell out for the short term, what's the point of holding onto stocks?

Despite a slight decline in share price and what many feel is an overvalued stock, Amazon continues to provide funds that hold it with fuel for a short - term rally, according to an article on Benzinga.

Individuals who hold virtual currencies will, like with traditional stocks or bonds, be taxed according to short or long - term capital gains.

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.

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.

Most of the stocks mentioned in the article might be good short term holdings where you can capture some pretty nice high yield.

I agree that it is a very good stock to have in your portfolio for long - term hold!

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

No one can say what the future holds, and it's prudent to have a portion of your portfolio in gold, gold stocks and short - term, tax - free municipal bonds, all of which have a history of performing well in volatile times.

Of these shares, all shares of common stock sold in this offering by us and the selling stockholders, plus any shares sold upon exercise of the underwriters» over-allotment option, will be freely tradable in the public market without restriction or further registration under the Securities Act, unless these shares are held by «affiliates,» as that term is defined in Rule 144 under the Securities Act.

Provided, however, that an incentive stock option held by a participant who owns more than 10 % of the total combined voting power of all classes of our stock, or of certain of our parent or subsidiary corporations, may not have a term in excess of five years and must have an exercise price of at least 110 % of the fair market value of our common stock on the grant date.

When appreciated stock is sold, the owner generally realizes capital gains equal to the appreciation and may be liable for either short - term or long - term capital gains taxes, depending on the length of time the investment was held.

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.

The idea is that you want to hold enough stocks to earn the returns you'll need to grow your nest egg over the long - term, but also enough in bonds to provide some downside protection so you don't bail out of equities in a severe downturn.

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.

Owning a diversified portfolio of stocks and holding it for the long term is a winner's game.

Despite positives such as better North American service provider spending and longer - term upside arising from technology transitions, Morgan Stanley prefers to stay on the sidelines of the telecom stock Commscope Holding Company Inc (NASDAQ: COMM).

«The one big thing that Bogle knows — and explains so well in this slender volume — is that buying and holding a broad benchmark of stocks while keeping fees to a minimum leads to higher long - term returns than constantly trading in a vain attempt to beat the market.

Use INTF as an alternative to a traditional long - term international stock holding when seeking outperformance.

Even though the stock is trading above $ 800 and has increased in value significantly over the past year, this a hold it for the long term play in my IRA.

We allow that short - term interest rates may be pegged well below historical norms for several more years, and we know that for every year that short - term interest rates are held at zero (rather than a historically normal level of 4 %), one can «justify» equity valuations about 4 % above historical norms — a premium that removes that same 4 % from prospective future stock returns.

Long - term investors who intend to buy and hold a stock should focus on longer - term beta to gain a better understanding of volatility, whereas short - term holders might not be concerned about the volatility experienced by a stock five to 10 years in the past.

Moreover, short - term investors betting on the sale — who perhaps now hold a quarter of all Dell's shares — will mostly vote for the bird in hand if the alternative is the stock returning to earth with a thud.

Ultimately, underlying business performance is almost certain to hold a major influence over a corresponding stock's long - term performance.

Investors who assume that favorable equity returns can be relied on in the long term or that stocks are safe so long as they are held for 20 years are optimists.

1: The Fund Manager 2: Skin in the Game 3: Long - term Historical Performance 4: Concentrated Holdings 5: Low Turnover of Stocks 6: A Fund that has not Grown too Big, or is too Small / Illiquid

For those holding stocks long term and worried about volatility in the market, adding a bit of VXX could help to hedge your portfolio.