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

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

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.

Earnings Before Interest 246

Earnings Before Interest Taxes Capital Shareholders 246

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

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.

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

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

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

JANUARY 3, 2024

While there are instances of companies conducting reverse-stock splits and going on to deliver big-time gains for their shareholders (e.g., Based on comments provided by CEO Elon Musk during the company's annual shareholder meeting in May, these price cuts were based solely on demand. a reverse stock split ).

Shareholders 235

Shareholders Taxes Stock Exchanges Liabilities 235

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

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

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. 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 246

Earnings Before Interest Amortization Depreciation Debt 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

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

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%

Mergers and Acquisitions 241

Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 241

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

Taxes 130

Taxes Consulting Consultants Legal 130

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.

Capital 130

Capital Initial Public Offering Pension Funds Collateral 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." It seems that Buffett has concerns about his own company's market valuation as well.

Banks 130

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

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Stakes Banks 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

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

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 !*

Hedge Funds 130

Hedge Funds Conglomerates Stakes Taxes 130

The Motley Fool

APRIL 16, 2024

billion after tax and EPS of $0.76. billion to shareholders this quarter and share repurchases and dividends. Shareholders' equity increased $1.9 billion from the fourth quarter earnings, as they were only partially offset by capital distributed to shareholders. I am starting on Slide 2 of the earnings presentation.

Banks 246

Banks Taxes Investment Banks Investment Banking 246

The Motley Fool

FEBRUARY 21, 2024

Since 2010, Home Depot's earnings have steadily climbed (for the most part). EBIT = earnings before interest and taxes. Home Depot has an incredibly strong interest coverage ratio, which is earnings before interest and taxes (EBIT) divided by the interest expense. Horton , Lennar , and Toll Brothers , among others.

Earnings Before Interest 130

Earnings Before Interest Debt Taxes Shareholders 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.

Initial Public Offering 130

Initial Public Offering Bidding Earnings Before Interest Amortization 130

Private Equity Insights

JULY 3, 2023

Also interested is GTCR, a Chicago-based private equity firm that sold a business to Worldpay in 2010. The review apparently involved a “comprehensive assessment” of FIS’ strategy, businesses, operations and structure, with the aim of improving results, shareholder value and client services.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Hedge Funds 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 Shareholders 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

APRIL 22, 2024

The last time it spent money on a fringe play on digital video -- 2010's deal for Vudu -- it ended badly , with Walmart unloading the service several years later. Roku will have to make sure it addresses those concerns in its shareholder letter and subsequent earnings call that will take place after the market close on Thursday.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Taxes 130

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

AUGUST 18, 2024

Despite this track record of success -- along with earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and FCF growth of 81% and 73% over the last five years -- the share price for MTY stock trading over the counter in the U.S. is down 40% from its high. Should you invest $1,000 in MTY Food Group right now?

Mergers and Acquisitions 130

Mergers and Acquisitions Enterprise Values Debt Earnings Before Interest 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.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Banks 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

JULY 16, 2024

Returning capital to shareholders Visa only yields 0.8%, which isn't what most would consider a worthwhile dividend. So it is returning nearly all of its net income to shareholders through dividends and buybacks. Investors also must pay income tax on dividends. During the past 12 months, Visa earned $18.4

Shareholders 130

Shareholders Capital Taxes Returns 130

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.

Mergers and Acquisitions 130

Mergers and Acquisitions Stakes Debt Conglomerates 130