Sentences with phrase «unrealized value»

The StockRockandRoll Team is comprised of financial analysts and experienced investors who dig deep to find companies of Unrealized Value.

So you have realized plus unrealized value of $ 2345.22 + $ 930.05 = $ 3275.27.

«Business analysts and data scientists are entirely dependent on IT to get interactive access to the data they need and they are underutilized as a result, representing hundreds of billions of dollars of unrealized value every year,» said Tomer Shiran, co-founder and CEO, Dremio.

We also commend Michael Dell and Silver Lake for their vision and creativity in recognizing EMC's unrealized value and in creatively structuring the transaction.

Not exact matches

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.

Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.

However, despite evidence of the business and social value of developmental lending, industry has not yet invested in this approach, the pool of available loan capital in Alberta remains inadequate, and the economic and social benefits remain largely unrealized.

If you have investments that have gone up in value (in tech - speak, they have unrealized capital gains) and your loved one has a favorite charity, you can donate investments to the charity.

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

Unrealized investment income (loss) results from changes in the fair value of the underlying investment as well as the reversal of unrealized gain (loss) at the time an investment isUnrealized investment income (loss) results from changes in the fair value of the underlying investment as well as the reversal of unrealized gain (loss) at the time an investment isunrealized gain (loss) at the time an investment is realized.

Microsoft has since treated me quite well, paying me a total of $ 119 in dividends and increasing in value by $ 9.26 / share as of this writing (~ $ 650 unrealized gain).

When I first looked at this, I though most of these must have been from unrealized losses on bonds, but to my surprise, they are mostly losses from affiliated company stocks, which must be valued at market price or net worth.

The withdrawal amount is calibrated to be 5 % of portfolio value minus unrealized tax liability in each iteration, adjusted for the cost of living for 30 years.

- 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 calculavalue 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 calculaValue 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

Unrealized tax liabilities are subtracted from portfolio ending values to calculate internal rate of return.

The result is years, sometimes decades, of unrealized capital gains that increase the value of your mutual fund's share price but don't ever get distributed — and thus, you never pay taxes on them.

- 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 calculavalue 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 calculaValue 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

Often the market value of the option exceeds the unrealized profit from opening the underlying position at the strike price.

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).

As you can see in this example, although the profits are reduced when the stock goes up in value, the protective put limits the risk to the unrealized gains during a decline.

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).

Complete the net unrealized appreciation (NUA) worksheet found on page 3 if you have a NUA value in box 6 of your Form 1099 - R and you want to use the 20 percent option for it.

However, recent market news has made you feel your stock ETF will go down in value in the near - term and you need a way to protect your unrealized gains.

The Company has also recorded an unrealized loss of $ 1,360,000 on its ARS at December 31, 2008 based on a decrease in the estimated fair value since the impairment charge was initially recorded.

WFC, -0.96 % Although the stock portfolio's value has declined recently, the company sits on more than $ 111 million in unrealized capital gains as of its last fiscal year - end.

I also don't see how not paying taxes on unrealized capital gains differs from home appreciation or increases in value of a 401K or Roth IRA.

Microsoft has since treated me quite well, paying me a total of $ 119 in dividends and increasing in value by $ 9.26 / share as of this writing (~ $ 650 unrealized gain).

Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income.

The nice thing about unrealized gains is that your investment grows in value and no taxes are due until you sell.

The most inefficient tax way to create wealth is to have reportable operating earnings, a Going Concern emphasis; while the most efficient tax way to create wealth is to have unrealized (and, therefore mostly unreported) appreciation of asset values, a Resource Conversion emphasis.There is a high level of comfort for a buy - and - hold OPMI investor such as Third Avenue, when investing in the equities of companies which enjoy strong financial positions.

The most inefficient tax way to create wealth is to have reportable operating earnings, a Going Concern emphasis; while the most efficient tax way to create wealth is to have unrealized (and, therefore mostly unreported) appreciation of asset values, a Resource Conversion emphasis.

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

Remember that a mutual fund's assets appreciating in value is not a taxable event to the fund or to the investor (it is an unrealized capital gain).

That is, if the stock has appreciated, your grandmother never paid capital gains on those unrealized capital gains, and you don't have to pay tax on those capital gains either; your basis is the appreciated value and if and when you sell the stock, you pay tax only on the gain, if any, between the day that Grandma passed away and the day you sell the stock.

However, we believe this value has been masked and the Company's potential remains unrealized due to the Board's lack of effective oversight and appropriate corporate governance policies.

These other things encompass all the activities which create realized appreciation, unrealized appreciation (which is, of course, generally untaxed and not generally reflected in book value), as well as financing, and refinancing, opportunities.

So even if the portfolio has lost value that is unrealized, there is still a tax liability on the capital gains that does have to be realized.

Nonetheless, it should be noted that striving to create wealth through realized appreciation, unrealized appreciation and financing opportunities has a balance sheet (i.e., book value) emphasis, not an income account emphasis.

Unrealized gain or loss simply measures the change in the value of an asset since the time you purchased it.

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.

The 1st quarter loss was primarily due to losses at Moduslink (their portion, $ 5.1 million), where they made a significant investment during the first quarter, losses at Fox and Hound restaurant group (their portion, $ 5.2 million) and an unrealized loss in value of their investment in API ($ 9.1 million).

This way, if I need to sell some stocks to raise cash for a purchase (think car repairs, for example), I'll be able to sell stocks that have appreciated in value, rather than selling a stock that has lost me money and turning this unrealized loss into a realized loss.

Margin Closeout Value: The Margin Closeout Value is equal to your balance plus your unrealized P / L from all open positions, converted into the currency of the account, all calculated using the current midpoint rates.

The net asset value is equal to your balance plus your unrealized P / L from all open positions calculated using the current bid or ask rates Regulatory Margin Requirement: The minimum margin required by the regulator for the instrument.

Unrealized gains on securities determine the mutual fund's net asset value until they are sold.

Due to the prolonged nature and the severity of the decline in the value of the two auction rate securities that have failed to settle since the second quarter of fiscal 2008 and no clear indication of when they might settle, we determined that the unrealized loss was no longer temporary.

We believe that the $ 0.2 million decline in value that we have experienced in the remaining auction rate securities as of October 31, 2008, is a temporary event and has been accounted for as an unrealized loss in accumulated other comprehensive loss.

«The unrealized gains will be deemed to be nil and the donor would be entitled to the donation tax credit based on the fair market value of the property at the time of transfer.»

You see, the broker's regulation requires us to only put up 50 % of the value of the stock, and we can use any unrealized gain as part of the 50 % downpayment we are required to make.

This assumes that all impacts to book value run through earnings which is not the case given Berkshire's large balance of unrealized capital gains which are not recognized in earnings each year but flow into book value.