Sentences with phrase «unrealized gains for»

With close to a $ 10.5 trillion economy, the unrealized gain for 2002 alone would have amounted to $ 450 billion, or more than the nation's total annual expenditure on K - 12 public education.

If the stock rose back above the original price, then the investor would have an unrealized gain for the time he or she still holds onto the stock.

Not exact matches

Adjusted shareholders» equity is shareholders» equity excluding net unrealized investment gains (losses), net of tax, included in shareholders» equity, net realized investment gains (losses), net of tax, for the period presented, the effect of a change in tax laws and tax rates at enactment (excluding the portion related to net unrealized investment gains (losses)-RRB-, preferred stock and discontinued operations.

I think the company was clear about options and the potential for unrealized gain.

For example, in our Wagner Daily ETF and stock picking portfolio, we are presently sitting on unrealized gains of 49 % in Silica ($ SLCA) and 35 % in Yelp ($ YELP).

Leading stocks like $ TSLA (we are still holding with an unrealized gain of 48 %), $ FB (we recently sold for a 49 % gain), and $ KORS must hold on to their rising 50 - day moving averages / 10 - week moving averages to keep the dominant stock market rally alive.

Tesla ($ TSLA), for example, is now showing an unrealized gain of 68 % since our December 31 buy entry in The Wagner Daily newsletter.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

Markel's comprehensive loss to shareholders — which notably includes a $ 116.1 million decline in net unrealized gains on available - for - sale investments (net of taxes)-- was $ 174.8 million.

Net income as an ROE for the quarter was 11.5 %, and net operating income as an ROE, excluding net unrealized gains on fixed maturities, was 14.6 %.

Oversimplifying, that means excluding unrealized gains in its bond portfolio and excluding the value of its deferred tax asset (because of historical losses, AIG won't be a cash taxpayer for years).

(For the four, unrealized gains already totaled $ 39 billion at year end.)

These unrealized capital gains account for a significant proportion of the assets held by estates — ranging from 32 percent for estates worth between $ 5 million and $ 10 million to as much as about 55 percent of the value of estates worth more than $ 100 million (Source).

Hence, one of the purposes of the estate tax is to tax these potentially unrealized gains — the difference in cost bases ($ 45K) would otherwise be unaccounted for and hence untaxed.

This would eliminate the funding gains fueled by the America COMPETES Act, which set an ultimately - unrealized budget doubling goal for NSF in 2007.

The film largely consists of old women reflecting on the good and bad parts of their anonymous singing careers, material complemented by looks at the striking, hopeful Hill, who rehearsed singing with Jackson for his unrealized final concert tour and then gained notice for a performance at his memorial service.

Moreover, because this fight remains unresolved, these gains are dismissed and the charter sector's ability to serve as a source of innovation for the broader system goes unrealized.

If I owed IBM common stock, it would be nice to click on one menu to see the dollar amount of the IBM gains that are realized - and what my current unrealized gains are for that security.

But Remy is investing in a non-registered account, and if he's held his stocks and mutual funds for several years, he's probably sitting on large unrealized capital gains, so selling these securities would result in a significant tax bill.

As for private equity, they could not disclose changes in unrealized capital gains as part of their returns without being taxed on it.

In 2010, minimal realized losses, an unrealized gain position, and IMR gains helped secure their position as one of the top providers for Massachusetts and New Jersey.

Even with such simple things like calculations of totals for market value and unrealized gains / losses.

Gains may also accrue on unrealized amounts at year - end, for specific items [in general in the US, gains do not accrue at year - end for most thiGains may also accrue on unrealized amounts at year - end, for specific items [in general in the US, gains do not accrue at year - end for most thigains do not accrue at year - end for most things].

You will create one fake security for each account, which will get your unrealized gains / losses on active accounts showing up in your trading accounts.

And to the extent you invest for retirement in taxable account, you should consider including investments like index funds and ETFs and tax - managed funds that generate much of their return through unrealized capital gains that qualify for long - term capital gains rates, which are typically lower than the ordinary income rates that apply to taxable withdrawals from tax - deferred accounts.

For example, if you paid $ 5,000 to buy 100 shares of stock XYZ in 2014, and today those shares are worth $ 8,000, you would have an unrealized gain of $ 3,000.

Burwood is on Reading's balance sheet for only $ 47MM, and represents the largest unrealized gain of any of Reading's eight major undeveloped parcels, which together comprise 130 acres, have a gross book value of $ 70MM and don't presently contribute to EBITDA.

For example, an investor may own 100 shares of Apple stock and be sitting on a large unrealized capital gain.

Trump's plan would repeal all of these estate and gift taxes and replace them with a tax on unrealized capital gains above $ 10 million (for couples) at death.

In non-qualified investments, to be as unbiased as possible, these amounts are deducted first from basis and then from the balance of unrealized capital gains (for example, columns BI & BL on the Non-Qual No - Load MF sheet).

These sheets were added to show the long - term results of investing in them, given the fact that they are still popular and have three unique characteristics: Insured safety of principal, all interest is taxed annually at ordinary income rates (unless it's a Roth IRA), and there are never any dividends, realized or unrealized capital gains or losses to account for.

At this point, the market price of your two houses is $ 10,000 more than what you paid for them, so you have an unrealized capital gain of $ 10,000.

Since we are discussing stops for profitable trades, we do not have to worry about losing money, just losing some or all of your unrealized gain.

For example, on March 1, the two houses are valued at $ 240,000, and therefore the balance of the trading account (converted to CAD) is $ 20,000, corresponding to the unrealized gain up to that day.

For purposes of this article we are only going to focus on selling strategies for stocks that have profits (unrealized gainFor purposes of this article we are only going to focus on selling strategies for stocks that have profits (unrealized gainfor stocks that have profits (unrealized gains).

The fund is required for federal income tax purposes to mark - to - market and recognize as income for each taxable year its net unrealized gains and losses on certain futures contracts as of the end of the year as well as those actually realized during the year.

They assume insurers have bonds which they will hold until maturity, so unrealized gains / losses in the investment portfolio are not relevant, which is all true for most insurers.

Each fund is required for federal income tax purposes to mark - to - market and recognize as income for each taxable year its net unrealized gains and losses on certain futures contracts as of the end of the year as well as those actually realized during the year.

The fund distributes to shareholders at least annually any net capital gains which have been recognized for federal income tax purposes, including unrealized gains at the end of the fund's fiscal year on futures or options transactions.

Another thing that's a large benefit for shareholders: Markel currently has $ 1.7 billion of unrealized gains in their equity portfolio.

In 2010, minimal realized losses, an unrealized gain position, and IMR gains helped secure their position as one of the top providers for Massachusetts and New Jersey.

But if you've owned your home for five or more years, you may have significant, unrealized gains.

Usually, you don't build up much equity in the first few years of paying a mortgage, but if you've owned your home for a number of years, you may have significant unrealized gains.