Sentences with phrase «value of securities in»

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

When the value of securities in which a mutual fund invests increase, the share price of the fund increases as well.

In the context of the NYSE and FINRA, after an investor has bought securities on margin, the minimum required level of margin is 25 % of the total market value of the securities in the margin account.

As foreign exchanges can be open on days when shares in an iShares fund are not priced, the value of the securities in an iShares fund's portfolio may change on days when shareholders will not be able to purchase or sell an iShares fund's shares.

They are looking for companies that they believe are «reasonably priced, and have strong fundamental business characteristics, sustainable earnings growth and the ability to outperform peers over a full market cycle and sustain the value of their securities in a market downturn, while [trying to] avoid investments in companies that it believes have low profit margins or unwarranted leverage, and companies that it believes are particularly cyclical, unpredictable or susceptible to rapid earnings declines.»

The current value of a collective investment fund share is calculated by dividing the total value of all securities in its portfolio, less any liabilities by the number of fund shares outstanding.

If the value of the securities in your margin account decline, you may be required to deposit cash or additional securities.

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

Our experience with distressed debt is invaluable in this regard, as it allows us to fully understand the intrinsic value of a security in a negative scenario.

If events materially affecting the value of a security in a Fund's portfolio, particularly foreign securities, occur after the close of trading on a foreign market but before a Fund prices its shares, the security will be valued at fair value.

Not exact matches

Mutual funds have traditionally invested in baskets of publicly traded securities, which collectively make up the fund's net asset value, or daily share price.

GBTC bills itself as the first publicly traded security «solely invested in and deriving value from the price of bitcoin,» according to trust creator Grayscale.

Within a framework of sustainable development — including a cap - and - trade system and thorough environmental assessments — New Democrats would prioritize our own energy security and with it the creation of high - paying, value - added jobs, refining and upgrading our own natural resources right here in Canada — just as other resource - rich developed nations like Norway already have.

While the value of your investment portfolio fluctuates wildly amid unstable capital markets, one area where you can create some semblance of security is in our own household finances.

Michael Pachter of Wedbush Securities also says Netflix's investment in building a content library has «fleeting value.»

«With it ends a 70 - year geopolitical era of Pax Americana, one in which globalization and Americanization were tightly linked, and American hegemony in security, trade, and promotion of values provided guardrails for the global economy,» they continued.

«If they are successful, they could drain the full value of the company — that's easily in the millions,» said Rich Mason, president and chief security officer of cybersecurity consulting firm Critical Infrastructure.

The $ 2.9 trillion currently in the Social Security trust fund represents about 14 % of the value of all the stocks on the New York Stock Exchange.

Actual results and the timing of events could differ materially from those anticipated in the forward - looking statements due to these risks and uncertainties as well as other factors, which include, without limitation: the uncertain timing of, and risks relating to, the executive search process; risks related to the potential failure of eptinezumab to demonstrate safety and efficacy in clinical testing; Alder's ability to conduct clinical trials and studies of eptinezumab sufficient to achieve a positive completion; the availability of data at the expected times; the clinical, therapeutic and commercial value of eptinezumab; risks and uncertainties related to regulatory application, review and approval processes and Alder's compliance with applicable legal and regulatory requirements; risks and uncertainties relating to the manufacture of eptinezumab; Alder's ability to obtain and protect intellectual property rights, and operate without infringing on the intellectual property rights of others; the uncertain timing and level of expenses associated with Alder's development and commercialization activities; the sufficiency of Alder's capital and other resources; market competition; changes in economic and business conditions; and other factors discussed under the caption «Risk Factors» in Alder's Annual Report on Form 10 - K for the fiscal year ended December 31, 2017, which was filed with the Securities and Exchange Commission (SEC) on February 26, 2018, and is available on the SEC's website at www.sec.gov.

And cracks have begun to appear north of the 49th parallel; GMP Securities analyst Michael Urlocker downgraded Research In Motion on April 21, saying it «risked becoming a value trap — a stock that looks cheap but isn't because its prospects are diminishing.»

The biggest turning point in my life happened when I declined the security of a 9 to 5 job and decided to build a digital business on the simple principal of adding value to the lives of others.

Once you learn how to create value in your market, you can shift your feelings of security from what you have to who you are.

«I resigned because the traditional core values of the United States, as manifested in the president's National Security Strategy and his foreign policies, have been warped and betrayed,» Feeley wrote.

In the U.S., we generally believe that publicly - held firms are to be managed for «shareholder value» (technically, the Securities Exchange Commission's Code of Ethics for CEOs only requires the firm to provide full, fair, accurate and timely financial reporting, and to flag any known conflicts of interest or violations of securities law, but state laws often impose stricter fiduciary duties on the firm's top Securities Exchange Commission's Code of Ethics for CEOs only requires the firm to provide full, fair, accurate and timely financial reporting, and to flag any known conflicts of interest or violations of securities law, but state laws often impose stricter fiduciary duties on the firm's top securities law, but state laws often impose stricter fiduciary duties on the firm's top managers).

I'm not in, or an apologist for, the industry; I'm just interested in a reasonable scientific debate on an activity that seems to have the potential to add a great deal of value (including in disadvantaged indigenous communities if the resources are on Native Title lands) and enhance Australian energy security.

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.

Back in 2010 it paid $ 550 million to settle charges brought by the Securities and Exchange Commission that it mislead investors into buying a so - called synthetic collateralized debt obligation named Abacus, which was made up of a bundle of financial instruments tied to subprime mortgage bonds, many of which plummeted in value shortly after the deal was sold.

The value of the Internet economy may be understated in GDP calculations, for example, but the omission is offset by artificial inflations in other sectors like financial services, which ballooned in the run - up to 2008 thanks to risky, unsustainable products like mortgage - backed securities.

«We felt that the recent smoothing in trade war discussions felt too quick and too easy to take at face value,» Neil Campling, co-head of global thematic group at Mirabaud Securities, said in a research note Thursday.

Brian Modoff, an analyst with Deustche Bank Securities, said he's lost count of the number of times someone has tried to generate interest in a higher bid for BlackBerry, and remains unconvinced that the value of its shares will rise to Watsa's $ 9 valuation.

Excludes fair value adjustments of marketable equity securities, as we are unable to project future fair value adjustments, and potential measurement period adjustments relating to Tax Reform in 2018.

Qihoo, one of China's most successful internet firms, started as a security software product that cross-subsidized the development of a new platform with products that they gave away for free, creating more value in the end for the entire platform.

This is because, as further described in «Pre-Offering Transactions,» various securities will be exchanged in our corporate reorganization based in part on the ratio of the value of accrued but unpaid dividends (which, where applicable, accrue on a daily basis until the consummation of our corporate reorganization) to our initial public offering price.

Vanguard, which invested in Flipkart in the series G and H rounds it raised in 2014, marked down the value of Flipkart shares by 25 %, from $ 136.87 as on 30 September 2015 to $ 106.65 as on 31 March 2016, according to regulatory filings with the US Securities and Exchange Commission (SEC).

It could be financed through government issued bonds and / or government issues a series of pass through securities to track home values in all major metropolitan areas.

The Congressional Budget Office defines asset bubbles as: «An economic development in which the price of a class of physical or financial assets (such as houses or securities) rises to a level that appears to be unsustainable and well above the assets» value as determined by economic fundamentals.

As the father of value investing, Benjamin Graham, once wrote, «The real money in investing will have to be made — as most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.»

Nick Morgan, formerly a lawyer in the S.E.C.'s enforcement division, said that the security label was likely to apply to any coin that an investor buys with the expectation that it will increase in value as a result of the efforts of the entrepreneurs who created it.

My blog focuses on value investing and would be in line for your readers that are looking to allocate a portion of their portfolio to individual securities.

In a dramatic shift in sentiment, fewer than half of retirees believe the value of future Social Security benefits will be at least as high as what today's recipients get right now, according to the just - released 2018 Retirement Confidence Survey [opens PDF] from the Employee Benefit Research InstitutIn a dramatic shift in sentiment, fewer than half of retirees believe the value of future Social Security benefits will be at least as high as what today's recipients get right now, according to the just - released 2018 Retirement Confidence Survey [opens PDF] from the Employee Benefit Research Institutin sentiment, fewer than half of retirees believe the value of future Social Security benefits will be at least as high as what today's recipients get right now, according to the just - released 2018 Retirement Confidence Survey [opens PDF] from the Employee Benefit Research Institute.

Shares were up more than 2 % midday Wednesday, extending gains that have been in place since the company surprised to the upside with its Q1 earnings despite the data security headwinds that previously shaved approximately one - fifth of the value from the share price.

Many times we have sacrificed profitability during the bad times in order to provide our people with job security because that's another aspect of how we value them.

Interest rate risk is the risk that debt securities, and the Fund's net assets, may decline in value because of changes in interest rates.

When it became obvious that home values could dive, the prices started to crash, which triggered a sell - off in mortgage - backed securities (MBSs), leading to a drop in prices and millions of dollars in mortgage defaults.

These iShares ETFs invest in German and eurozone securities, respectively, and seek to mitigate exposure to fluctuations between the value of the euro and the U.S. dollar.

The HFRI Relative Value (Total) Index is managed by maintaining positions in which the investment thesis is predicated on realization of a valuation discrepancy in the relationship between multiple securities.

In addition there's 13 % employee contributions to Social Security (plus employer contributions of 35 %), and a Value - Added Tax of 21 %.

Most of the asset - backed securities in the dataset are underpinned by residential mortgages, covering around $ 400 billion of mortgages or about one - quarter of the total value of housing loans in Australia.

Mortgage securities helped fuel the housing boom in the mid-2000s and plummeted in value at the onset of the downturn, causing hundreds of billions of dollars in losses.

Indicated rates of return in this site are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security - holder that would have reduced returns.