Sentences with phrase «utility share prices»

As the following graphic from FactSet (via Barron's) shows, bond yields and utility share prices tend to move in opposite directions:

Not exact matches

Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Since utilities are not able to quickly raise prices as rates and inflation increase, shares get hammered and that can limit returns in dividend funds.

Companies in the sector face more competition than in sectors like utilities or consumer staples so there is no guarantee of higher share prices.

In particular, valuations for many of the electric utilities appear to leave room for little upside in their share prices over the next 3 to 5 years.

would be interesting to update that utility comparison table with latest share price movements and latest Y2017 fin.

The rise in share prices has been broadly based with all sectors apart from the consumer staples and utilities sectors rising over the three months.

Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

They could buy shares in privatised utilities for a knockdown price and make a quick killing.

The Strategic Total Return Fund continues to hold just under 30 % of assets in utility shares, foreign currencies, and precious metals shares (where we modestly clipped our exposure in response to very strong price gains in recent weeks).

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

In taking a look at the Utility ETF (XLU) vs. (SPY) as a proxy for the S&P 500, here's total share price performance over various time periods:

Share prices for most utilities have dropped lately.

In a rising rate environment, utilities tend to underperform and if we get a big spike upward in rates, NWN's share price will likely fall.

Strategic Total Return carries a duration of about 3.5 years, meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3.5 % on the basis of bond price fluctuations, about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

All of this seems to have worked in the first year of the newly reshaped fund, which has delivered net - asset - value (NAV) and share - price total returns of 14.5 % and 27.7 % respectively — significantly outperforming the MSCI World Utilities index's 3.8 %.

BCE INC. $ 56 (Toronto symbol BCE; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 840.3 million; Market cap: $ 47.1 billion; Price - to - sales ratio: 2.2; Dividend yield: 4.6 %; TSINetwork Rating: Above Average; www.bce.ca) is Canada's largest telephone provider, with 5.0 million customers in Ontario and Quebec... Read More

Strategic Total Return has a duration of about 3 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3 % on the basis of bond price fluctuations), just over 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Strategic Total Return continues to carry a duration of about 3 years (meaning that a 100 basis point move in bond yields would be expected to impact the Fund by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and a few percent of assets in utility shares.

would be interesting to update that utility comparison table with latest share price movements and latest Y2017 fin.

With bonds fully priced, it may be time to swap into preferred shares, utility stocks and other investment that offer protection if interest rates rise, according to Barron's Associate Editor Andrew Bary.

Unlike typical «buy - and - hold» stocks such as slow - growing but generous dividend - paying utility - company shares, investors were willing to pay unbounded prices for a piece of the Nifty Fifty pie.

While still profitable, Germany's biggest utilities E.ON, RWE and EnBW have seen share prices plunge by up to 60 percent over the last three years.

With the potential of 20 million dollars worth of shares available, individuals interested in taking part in this venture and purchasing stock in Winklevoss Bitcoin Trust will look forward to seeing a rise in the utility and price of Bitcoin should this SEC Filing be approved.