Sentences with phrase «value an investment factor»

This makes value an investment factor — a broad, historically rewarded driver of returns.

Not exact matches

«In determining fair values for our private investments, we continued to follow our long - established process of considering a variety of company - specific and market - based factors,» the statement said.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

«We will have moved away from the old style boxes, like growth, value, large cap and so forth, and see these replaced by a series of risk factor - related products, like interest - rate sensitive products,» said Celia Dallas, chief investment strategist at investment consultant Cambridge Associates.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Investment strategies can be tied to growth, value, income or a variety of other factors that help to identify and categorize investment options according to a specific set ofInvestment strategies can be tied to growth, value, income or a variety of other factors that help to identify and categorize investment options according to a specific set ofinvestment options according to a specific set of criteria.

Enter the value factor As we noted in our November Investment Directions, in periods of rising interest rates and benchmark bond rates, value has tended to outperform.

The depth of our research provides us with comprehensive insights into the many factors that affect the value of an investment, which may include ESG issues.

Quality has long been established as an investment approach, dating back to Benjamin Graham, but it is less well accepted as a factor, especially when compared with value, size, yield, momentum and low volatility.

Under the leadership of Wall Street veteran Steve Hash, RenMac's research efforts are dedicated to deciphering and understanding the macro factors that impact the investment world and delivering value - added ideas to clients for their portfolio needs.

That's because the overall trade deficit is governed by macroeconomic factors, including the relative growth rates of countries, the value of their currencies, and their saving and investment rates.

Investment volatility in these types of private real estate investments is limited to changes in net asset value and interest rate unlike public REITs, which are also subject to stock market volatility, which moves independently of the other two factors.

As far as which is the absolute «best» citizenship by investment option, that will depend on a number of subjective factors: one's budget, how you value the specific investment deal offered by the second citizenship country (donation versus the potential for an investment return) and comfort in the country.

Based on these factors and the fact that EOS is progressing 500 % of the inventory value in reduction than 1 year, there is no denying it is a good investment opportunity.

«The critical investment factor is determining the intrinsic value of a business and paying a fair or bargain price.»

With its unique combination of investment industry expertise, unbiased research, and technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.

Some investment products are purchased by an investor primarily for their potential to increase or appreciate in value over time given specified growth factors.

Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and value, as detailed in our Q4 Global Investment Outlook.

Even though investing in the best decile of a composite of value factors averages out to have excess returns of almost four percent annualized, when looking at shorter investment periods it only works a little better than two out of three years on a one - year basis.

Value investing on ratios is identifying investment opportunities with the comparison of a fundamental factor in the context of the price you pay.

Business investment decisions are based on more than interest rates, including net present value factors

A small but growing number of countries now have legal requirements for institutional investors to report on how their investment policies and performance are affected by environmental factors, including South Africa and, prospectively, the EU.36 Concern about the risks of a «carbon bubble» — that highly valued fossil fuel assets and investments could be devalued or «stranded» under future, more stringent climate policies — prompted G20 Finance Ministers and Central Bank Governors in April 2015 to ask the Financial Stability Board in Basel to convene an inquiry into how the financial sector can take account of climate - related issues.37

Ideological discomfort, investment property involvement, fear of impacting real estate values and a reliance on endless road to recovery government funding, are all factors which singly, or in combo, have kept analysis of the structure of local drug trade off the table.

It can be determined through two factors namely the Investment made (or cost incurred) and Value / Gain accrued (or return).

Credit ratings and market values of these investments can be negatively impacted by liquidity, credit deterioration or losses, financial results, or other factors.

As the market goes up and down — based on the millions of different factors that make the stock market fluctuate on a daily basis --(the) value (of your investment) and the share of the REIT are going to fluctuate with it.

Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and value, as detailed in our Q4 Global Investment Outlook.

Hidden value is one of the key factors we look for when we choose stocks to recommend in our newsletters and investment services, including Stock Pickers Digest, our newsletter for aggressive investing.

For value investors, Demand, Supply and the Cost of Acquisition are the three factors affecting the apartment building investment decision and all are saying the time to buy is now.

After n years, your original investment will increase by a factor of (1 + r) n; this equals the end value divided by the start value, so we have the following equation:

For small values of inflation, simply subtracting the inflation rate from the nominal return gives a reasonably accurate approximation of the real return, but for larger values, the exact formula should be used.4 For our example the formula is 2.11 / 1.26 - 1 = 1.67 — 1 = 0.67 = 67 % (2.11 is the nominal, investment growth factor calculated as $ 21,090 / $ 10,000, and 1.26 is the inflation factor derived in the previous paragraph).

Investments are subject to market risks, such as rapid increase or decrease in an investmenent value or liquidity, fluctuations in price due economic conditions and other factors beyond the control of the Adviser.

So the book was basically about how investment value is based on dividends, which is a value - type factor.»

He says fractional ownership can offer good value to busy people with limited time for travel, especially when you factor in investment income potential on the money you save up front.

CPMS is a service that Morningstar sells to advisors and portfolio managers who are interested in executing particular investment strategies — such as those based on dividends, value factors, or momentum.

Know the factors that can lower your investment value.

The values represented with 4 % & 8 % are not the upper or lower limits of what one can expect from this policy, as it is dependent on number of factors including investment performance

Here are nine factors to look for when judging a value stock pick's investment quality.

High return investments often have hidden assets Hidden value is one of the key factors we look for when we're picking high return investments to recommend in our investment advisories.

Hidden value is one of the key factors we look for when we're picking high return investments to recommend in our investment advisories, including Wall Street Stock Forecaster, our newsletter that covers the U.S. stock market.

These factors may affect the value of your investment.

Impound Improved Land Improvements Income and Expense Related to Rental Properties Income and Expense Statement Income Approach to Value Installment Installment Note Institutional Lender Insurance Insured Closing Letter Interim Loan Investment Property Insured Loan Insured Mortgage Interest Interest Factor Investor

The value of commodities investments will generally be affected by overall market movements and factors specific to a particular industry or commodity, including weather, embargoes, tariffs, or health, political, international and regulatory developments.

Investment options, fees, cash values, coverage options, available riders and underwriting practices are all factors that should also be considered.

Ask your agent how the policy is affected by interest rate changes, changes in mortality (deaths), profits of the company, changes in the value of the investments supporting the policy, and changes in other key factors.

The depth of our research provides us with comprehensive insights into the many factors that affect the value of an investment, which may include ESG issues.

There are many types of investment risk, from largely external risks such as economic or geopolitical forces, to inherent risk factors with academic names like beta, small cap, value, etc..

Fidelity Investments is expanding its factor - based exchange - traded fund (ETF) offerings for individual investors and financial advisers with the introduction of two international factor - based ETFs: Fidelity International High Dividend ETF (FIDI) and Fidelity International Value Factor ETF (factor - based exchange - traded fund (ETF) offerings for individual investors and financial advisers with the introduction of two international factor - based ETFs: Fidelity International High Dividend ETF (FIDI) and Fidelity International Value Factor ETF (factor - based ETFs: Fidelity International High Dividend ETF (FIDI) and Fidelity International Value Factor ETF (Factor ETF (FIVA).

Looking beyond the story telling that characterizes various investment philosophies, the long - term return drivers of many complex smart beta strategies are tilts toward well - known factor / style exposures, such as value, size, and low volatility.

The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them.