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." It seems that Buffett has concerns about his own company's market valuation as well.

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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. Image source: Getty Images. Bank of America: $9.61 2 holding (and now No. Hong Kong dollars, or $31.76

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The Motley Fool

SEPTEMBER 30, 2024

In fact, REITs avoid corporate-level taxation as long as they pass at least 90% of their taxable income on to shareholders via dividends. Dividends from REITs are taxed at an investor's regular income tax rate.) So it makes complete sense that dividends are a big piece of the way Annaly Capital provides returns to shareholders.

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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%

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The Motley Fool

FEBRUARY 26, 2024

The more than 12,000% gain Tesla has delivered to shareholders since its 2010 initial public offering (IPO) is also a reflection of the company attempting to become more than just an EV maker. With regard to free cash flow (FCF), Tesla generated roughly $2.06 billion in 2023.

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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.

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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

NOVEMBER 16, 2024

A month later, we learned the carmaker's interest in air taxes was even keener than a simple equity investment would suggest. Never mind the fact that Joby continues issuing stock to raise much-needed capital, diluting existing shareholders. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,611 !*

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Prospects Taxes Shareholders Portfolios 245

The Motley Fool

DECEMBER 29, 2023

They have lower fees, higher liquidity, and greater tax efficiency than most other types of funds. The JEPI provides shareholders with monthly income. Since its inception in 2020, it has delivered total returns on capital of 52.4% (assuming dividends were reinvested and before taxes). However, with over 3,000 active U.S.-based

Exchange-Traded Funds 246

Exchange-Traded Funds Taxes Stock Exchanges Shareholders 246

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.

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Assets Prospects Shareholders Capital 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 227

Stakes Taxes Shareholders Portfolios 227

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." He has said that he has no interest in taking a controlling stake of the company.

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Banks Stakes Enterprise Values Earnings Before Interest 246

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.

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Debt Earnings Before Interest Amortization Depreciation 130

Private Equity Insights

SEPTEMBER 13, 2023

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera. Avantax, the $84bn, tax-focused wealth management firm formerly known as Blucora , will be taken private in an all-cash sale to Cetera Holdings for $1.2bn. The company’s shares jumped to $25.48

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Taxes Consulting Consultants Legal 130

The Motley Fool

NOVEMBER 3, 2024

That's because companies rarely commit to distributing a portion of their profits to shareholders unless they're already profitable and likely to stay that way. They're also popular among income-seeking investors because they can legally avoid paying income taxes by distributing at least 90% of their earnings as dividend payments.

Legal 130

Legal Capital Debt Banks 130

The Motley Fool

JULY 7, 2024

Shareholders of Ford (NYSE: F) have had a disappointing run, with the business posting a total return of just 24% in the past decade. During the earnings announcement for the first quarter (ended March 31), management maintained its guidance for adjusted earnings before interest and taxes this year to total $11 billion at the midpoint.

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Earnings Before Interest Taxes Capital Shareholders 246

The Motley Fool

DECEMBER 14, 2023

The reason is that Vanguard is owned by its shareholders, allowing it to charge industry-low fees. Here's a nuts and bolts overview of three Vanguard funds that should cover the investing needs of most non-professionals looking to grow their money in a hassle-free and tax-efficient manner over the long term. Image Source: Getty Images.

Portfolios 245

Portfolios Exchange-Traded Funds Taxes Funds 245

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. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,579 !*

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Hedge Funds Conglomerates Stakes Taxes 130

The Motley Fool

MAY 14, 2024

It has posted an annual profit every year since 2010. billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and $1.2 The good news is that I saved some of the more potent aspects of the bullish argument for the end to justify at least holding Sirius XM if you are already a shareholder.

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Earnings Before Interest Amortization Depreciation Shareholders 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. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,266 !*

Earnings Before Interest 242

Earnings Before Interest Amortization Depreciation Debt 242

The Motley Fool

OCTOBER 22, 2024

General Motors (NYSE: GM) gave shareholders something to cheer about today. The company's widely followed operating profit, or adjusted earnings before interest and taxes , also surged past expectations. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,294 !*

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Earnings Before Interest Taxes Shareholders Investors 100

The Motley Fool

OCTOBER 31, 2024

Buffett clearly still sees a lot of value in owning Apple, and there are many reasons he might have sold it, such as a tax advantage for the company or to have some extra cash with high interest rates. Share buybacks create value for shareholders and demonstrate management's investment in its success.

Portfolios 130

Portfolios Shareholders Stakes Taxes 130

The Motley Fool

OCTOBER 17, 2024

Agnico Eagle has paid a dividend for 41 consecutive years, demonstrating a strong commitment to rewarding shareholders. Investors who pick up Agnico Eagle stock and its 2% forward-yielding dividend can rest easy knowing that the company isn't imperiling its financial health to reward shareholders. Should it pay a dividend of $1.60

Shareholders 130

Shareholders Earnings Before Interest Amortization Depreciation 130

The Motley Fool

OCTOBER 30, 2024

Earnings before interest taxes, depreciation, and amortization ( EBITDA ) shot 90% higher year over year to $186.2 While its loan portfolio is a little less lucrative, less reliance on unsecured loans is a net positive for risk-averse shareholders. That worked out to a very healthy 27% of total revenue. Despite falling hard on Oct.

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Earnings Before Interest Amortization Depreciation Banks 130

The Motley Fool

NOVEMBER 13, 2024

Because of these production issues, the company reduced its full-year earnings before interest, taxes, depreciation, and amortization ( EBITDA ) guidance to a loss of between $2.825 billion to $2.875 billion. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,295 !*

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Earnings Before Interest Amortization Depreciation Taxes 130

The Motley Fool

OCTOBER 20, 2024

First, prior to this decline, the company's ratio of enterprise value (EV) to earnings before interest, taxes, depreciation, and amortization (EBITDA) was at an all-time high of 24. annually -- a nice addition to the cash returned to shareholders with dividends. Not so much. Since 2019, MTY has lowered its share count by 1.2%

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Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 241

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

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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

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. That's why investors closely monitor Berkshire's every move.

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

FEBRUARY 21, 2024

This gives the leadership team confidence that 2024 will see adjusted earnings before interest and taxes of $10 billion to $12 billion, better than what it produced in 2023. Industry passenger-car sales globally increased by just 12% in total between 2010 and 2022, despite tremendous innovation and a low-interest-rate environment.

Earnings Before Interest 246

Earnings Before Interest Taxes Shareholders Capital 246

The Motley Fool

OCTOBER 23, 2024

Cash flows and returns to shareholders Another attribute Buffett likes is high and stable margins, with companies that seek to improve those margins continuously. Still, it's clear Berkshire believes results will stabilize and improve, and that management will continue its leveraged cash returns to shareholders in a value-accretive way.

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Mergers and Acquisitions Debt Stakes Conglomerates 130

The Motley Fool

AUGUST 29, 2024

And importantly for shareholders, On is retaining more of those sales as bottom-line profit, too. The company has been steadily reporting increases in EBITDA (earnings before interest, taxes, depreciation, and amortization) margin. Sales of athletic footwear in the U.S. are expected to grow steadily over the next several years.

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Initial Public Offering Bidding Earnings Before Interest Amortization 130

The Motley Fool

OCTOBER 13, 2024

A very bankable income stream Enbridge has paid dividends to its shareholders for nearly 70 years , and the pipeline and utility operator has increased its payment for the last 29 straight years. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,266 !*

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Leveraging 130

The Motley Fool

OCTOBER 25, 2024

As the saying goes, nothing is certain except death and taxes. Its current yield tops 5.75%, and management has consistently highlighted the company's focus on rewarding shareholders with dividends. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,991 !*

Prospects 130

Prospects Taxes Shareholders Investors 130

The Motley Fool

OCTOBER 15, 2024

These specialized entities are generally popular among income-seeking investors because they can legally avoid paying income taxes by distributing nearly all their earnings to shareholders as dividend payments. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,266 !*

Initial Public Offering 130

Initial Public Offering Professional Services Debt Legal 130

The Motley Fool

OCTOBER 27, 2024

AT&T's adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose 3.4% W ith that strategy now paying off, the company could b e in a position to begin returning more cash to shareholders through dividend increases and share repurchases. However, there were a number of positives during the quarter.

Leveraging 130

Leveraging Debt Earnings Before Interest Amortization 130

The Motley Fool

NOVEMBER 17, 2024

and hold similar market shares, yet Kellogg trades at a mere 7 times next years' earnings before interest, taxes, depreciation, and amortization ( EBITDA ). Best yet for investors, Kellogg rewards its shareholders with a generous 3.7% Combined, the three companies account for roughly 75% of cereal sales in the U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Enterprise Values Earnings Before Interest 130