The Motley Fool

DECEMBER 2, 2024

billion in earnings before interest and taxes (EBIT). But it is unclear how much shareholder value this will create. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,946 !* The Ford Blue Oval segment generated an EBIT of $1.63 EV powertrains. Image sources: Getty Images.

Earnings Before Interest 246

Earnings Before Interest Taxes Shareholders Returns 246

The Motley Fool

SEPTEMBER 13, 2024

He first purchased shares in 2007, just before the financial crisis of 2008. Since then, he has been the biggest shareholder in Bank of America and has been a net buyer of the stock -- until now. Buffett might expect capital gains taxes to increase soon. 2 spot behind only Apple. And they did. Not a bad deal.

Banks 246

Banks Shareholders Stakes Taxes 246

The Motley Fool

NOVEMBER 25, 2024

They require tenants to cover all property operating expenses, including routine maintenance, real estate taxes, and building insurance. The company has been slowly rebuilding its portfolio and shareholder payout. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,533 !*

Taxes 246

Taxes Portfolios Shareholders Companies 246

The Motley Fool

OCTOBER 27, 2024

Apple has a durable competitive advantage in its brand authority and pricing power Warren Buffett has lauded Apple for its brilliant leadership in CEO Tim Cook, and he has praised the company for consistently returning capital to shareholders through dividends and buybacks.

Taxes 244

Taxes Stakes Financial Services Capital 244

The Motley Fool

OCTOBER 9, 2024

This achievement is particularly noteworthy given the company's history of cash burn and shareholder dilution. The Canadian market continues to be burdened by high excise taxes and costly regulations. Perhaps most importantly for stock investors, Aurora has a history of diluting shareholders to raise capital.

Legal 246

Legal Shareholders Taxes Capital 246

The Motley Fool

MAY 14, 2024

Sirius XM went from being a speculative deficit-riddled stock two decades ago to one that has been consistently profitable since shortly after completing the combination of the country's two satellite radio platforms in the summer of 2008. billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and $1.2

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Shareholders 246

The Motley Fool

OCTOBER 20, 2024

As a BDC, Hercules Capital can avoid income taxes by distributing at least 90% of profits to shareholders as a dividend. If we factor in Hercules Capital's supplemental dividend, shareholders have seen their quarterly payments rise by 50% since 2020. Investors who buy Hercules Capital at recent prices can receive a 9.5%

Stakes 246

Stakes Finance Financing Capital 246

The Motley Fool

DECEMBER 1, 2024

That enables their shareholders to generate some extra income each year. Energy Transfer Energy Transfer is a master limited partnership (MLP ), entities that send their investors a Schedule K-1 federal tax form each year. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,946 !*

Leveraging 235

Leveraging Taxes Finance Financing 235

The Motley Fool

NOVEMBER 14, 2024

trillion, Apple is one of the most valuable stocks in the world, and Buffett may simply be looking to cash out some profits, especially as he voiced concerns in the past that the government may raise the tax rate on capital gains in the near future. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,634 !*

Investors 246

Investors Prospects Taxes Shareholders 246

The Motley Fool

APRIL 22, 2024

As I've highlighted in the past, Tesla also generates a sizable percentage of its pre-tax income from unsustainable sources that include interest income on its cash and regulatory tax credits. Three catalysts continue to make Berkshire Hathaway's shareholders richer over time. In the U.S.,

Initial Public Offering 246

Initial Public Offering Taxes Shareholders Accounting 246

The Motley Fool

NOVEMBER 4, 2024

Although Warren Buffett is a fan of holding stocks for extended periods, his comments during Berkshire's annual shareholder meeting in May regarding corporate taxation suggest a possibility that this recent selling in BofA is benign. The Oracle of Omaha noted that he expects the corporate tax rate to eventually rise.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 20, 2024

With that said, the company's current 33% drawdown from its all-time high is its third-largest of the last three decades, only smaller than its 50% and 40% drops during the 2008 and 2000 crashes. annually -- a nice addition to the cash returned to shareholders with dividends. Not so much.

Mergers and Acquisitions 241

Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 241

The Motley Fool

FEBRUARY 18, 2024

As a business development company (BDC) , it must return at least 90% of its income to shareholders in the form of dividends to be exempt from federal taxes. Enterprise Products Partners' cash flow per unit rose during the financial crisis of 2007 and 2008. That's not a problem for Ares Capital.

Investing 239

Investing Capital Business Development Companies Taxes 239

The Motley Fool

OCTOBER 26, 2024

This corporate structure is specifically designed to pass income on to shareholders via large dividend payments. Net lease REITs are a bit different If you owned a rental property, you would collect the rent, but you'd be responsible for the maintenance of the property and the taxes, among other things. But not all REITs are the same.

Assets 246

Assets Prospects Shareholders Capital 246

The Motley Fool

AUGUST 7, 2024

Realty Income is a real estate investment trust (REIT) ; it acquires and leases real estate and distributes its taxable income to shareholders as dividends. Second, Realty Income signs net leases, meaning the tenant is responsible for maintenance, taxes, and insurance expenses. Realty Income stands out for a few reasons.

Conglomerates 246

Conglomerates Prospects Taxes Shareholders 246

The Motley Fool

OCTOBER 29, 2024

While technology stocks have dominated returns since the 2008 financial crisis, surpassing even the red-hot real estate sector, they often experience dramatic price swings and rely heavily on continued advances in artificial intelligence and automation. The fund's largest positions demonstrate its focus on established market leaders.

Exchange-Traded Funds 246

Exchange-Traded Funds Liabilities Funds Taxes 246

The Motley Fool

NOVEMBER 10, 2024

Does that give other shareholders the opportunity to trim their positions in the technology giant at the right time? Buffett mentioned earlier this year that he felt corporate tax rates in the United States would go up due to the huge spending deficit of the federal government. Should you trim Apple along with Buffett?

Stakes 245

Stakes Taxes Shareholders Portfolios 245

The Motley Fool

NOVEMBER 5, 2024

In his 2023 letter to shareholders, he wrote: "No one knows what oil prices will do over the next month, year, or decade. But Vicki [Hollub] does know how to separate oil from rock, and that's an uncommon talent, valuable to her shareholders." Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !*

Banks 246

Banks Stakes Enterprise Values Earnings Before Interest 246

The Motley Fool

OCTOBER 14, 2024

Should these upgrades go according to plan, management believes its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin -- lately 9% -- will improve to 14% by 2026. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,047 !* Image Source: Getty Images.

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Debt 246

The Motley Fool

NOVEMBER 29, 2024

As a business development company (BDC) , it must return at least 90% of earnings to shareholders as dividends to be exempt from federal income taxes. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,492 !* That's what you'll get with Ares Capital (NASDAQ: ARCC).

Initial Public Offering 189

Initial Public Offering Investors Capital Business Development Companies 189

The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,938 !*

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

OCTOBER 12, 2024

It all starts with its master limited partnership structure, which is designed to pass income on to investors in a tax-advantaged manner. (A at its current stock price, has rewarded its shareholders through thick and thin, and management is determined to continue doing so. A portion of the distribution is usually return of capital.)

Leveraging 246

Leveraging Assets Capital Taxes 246

The Motley Fool

OCTOBER 12, 2024

year over year, while its adjusted operating EBITDA (earnings before interest, taxes, depreciation, and amortization) increased by 10%, fueled by higher payments for recyclables and overall price increases. I don't need to be convinced about the value afforded by an investment in Canadian National Railway -- I'm already a shareholder.

Portfolios 246

Portfolios Stakes Earnings Before Interest Amortization 246

The Motley Fool

DECEMBER 3, 2024

ET Tuesday after outlining its "strategic plan to drive sustainable growth and enhanced shareholder returns" through 2027. Return $40 billion to shareholders through dividend payments and share repurchases over the next three years. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $45,374 !*

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Shareholders 130

The Motley Fool

OCTOBER 21, 2024

Visa (NYSE: V) , the largest payments company in the world with a market capitalization of $564 billion, has paid a quarterly dividend since going public in 2008. Here's how Visa returns capital to shareholders Over the past 12 months, Visa paid a quarterly dividend of $0.52 Let's explore these key metrics to assess Visa's potential.

Shareholders 130

Shareholders Stakes Taxes Capital 130

The Motley Fool

DECEMBER 1, 2024

Altria is the largest tobacco company in America, and it's boosted its quarterly dividend Altria has increased its shareholder dividend for 54 consecutive years, making it one of very few stocks to earn the title Dividend King. REITs, it's required to pay out at least 90% of its taxable income as dividends to maintain a favorable tax rate.

Taxes 130

Taxes Shareholders Returns Investors 130

The Motley Fool

OCTOBER 9, 2024

Buffett alluded to the threat of a higher capital gains tax rate, which seemed to have faded since earlier this year, and selling Apple does help to clear the deck for Berkshire's tax liability. Susquehanna has also owned Apple stock for a long time, first buying it in the third quarter of 2008. million shares.

Hedge Funds 130

Hedge Funds Conglomerates Stakes Taxes 130

The Motley Fool

FEBRUARY 21, 2024

After the financial crisis of 2008, the housing market began to rebound, essentially shooting straight up from the early 2010s to the COVID-19 pandemic of 2020. EBIT = earnings before interest and taxes. But Home Depot's capital return program has proven immensely valuable for shareholders. HD data by YCharts.

Earnings Before Interest 130

Earnings Before Interest Debt Taxes Shareholders 130

The Motley Fool

NOVEMBER 10, 2024

In last year's letter to shareholders, Buffett described the market as particularly "casino-like" and expressed his determination to put Berkshire in a position not just to survive a possible "conflagration," but to "help extinguish the financial fire." Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,982 !*

Banks 130

Banks Taxes Shareholders Stakes 130

The Motley Fool

NOVEMBER 26, 2024

That means it owns rent-bearing properties and passes along the bulk of any rent-driven profits to shareholders. Whereas most REITs handle costs like taxes, property maintenance, and maybe even some utilities linked to buildings they rent out, EPR Properties is a net lease. EPR is a real estate investment trust , or REIT.

Banks 130

Banks Taxes Stakes Shareholders 130

The Motley Fool

NOVEMBER 25, 2024

Warren Buffett, the longtime head of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , has delivered an impressive nearly 20% annualized return for shareholders since 1965, doubling the S&P 500 's benchmark return. Additionally, management consistently returns capital to shareholders through dividends and share repurchases.

Stakes 130

Stakes Conglomerates Shareholders Banks 130

The Motley Fool

NOVEMBER 11, 2024

For those of you wondering why the Oracle of Omaha would pare down his company's top position, he opined during Berkshire's annual shareholder meeting in May that he believed the corporate tax rate would eventually climb. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,982 !* Bank of America: $9.61

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

JANUARY 22, 2024

It does this by investing in debt or equity to companies with earnings before interest, taxes, depreciation, and amortization (EBITDA) between $10 million and $250 million. BDCs use leverage to boost their payouts to shareholders, which could exacerbate losses in a poor economic environment. Ares Capital's debt-to-equity of 1.03

Capital 130

Capital Leveraging Debt Taxes 130

The Motley Fool

NOVEMBER 24, 2024

In the last quarter alone, it returned $9 billion to shareholders through dividends and share repurchases. It's returning cash to shareholders while investing heavily in AI infrastructure. For an investor who already owns shares, I wouldn't sell and pay capital gains taxes just because the stock is temporarily expensive.

Stakes 130

Stakes Prospects Shareholders Taxes 130

The Motley Fool

DECEMBER 19, 2023

I had owned a few shares of the graphics processing units (GPU) pioneer in the early days of my investing journey but ultimately sold them in an unprovoked bid of tax-loss harvesting in early 2010. I had long been a shareholder of Amazon, but I recognized the value Shopify could bring to the online sales space.

Portfolios 246

Portfolios Investing Bidding Stakes 246

The Motley Fool

FEBRUARY 23, 2024

REITs are also tax-advantaged investments since any profits from these properties that are passed along to investors aren't first taxed at the corporate level. 10-2 Year Treasury Yield Spread data by YCharts Indeed, even the unusually low interest rates we've seen since 2008 have made matters complicated for Annaly Capital Management.

Taxes 130

Taxes Capital Debt Shareholders 130

The Motley Fool

OCTOBER 21, 2024

That would mean even more returns available for shareholders in future years. times net debt to adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). That's helped the company return the equivalent of about 41% of its recent market cap to shareholders in that time. Image source: Statista.

Debt 130

Debt Earnings Before Interest Amortization Depreciation 130