The Motley Fool

SEPTEMBER 30, 2024

These specialized entities are popular among income-seeking investors because they can avoid paying income taxes by distributing nearly all of their earnings to shareholders in the form of dividend payments. With a brief exception in 2018, it's been making monthly dividend payments that have risen or remained steady since 2011.

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The Motley Fool

SEPTEMBER 22, 2024

Image source: Bank of America Buffett and Bank of America Buffett has long been a fan of Bank of America, singing the praises of CEO Brian Moynihan time and again, and he's owned the stock since he bought preferred shares of BofA in 2011. The country's No. 2 bank by assets has long been Berkshire's No. In its most recent filing from Sept.

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The Motley Fool

MAY 18, 2024

As a real estate investment trust ( REIT ), it pays at least 90% of its net income in dividends in exchange for an income tax exemption on its operational profits. To that end, shareholders earn $6.26 Even though the payout increased by less than 3% last year, it has risen every year since Cisco initiated the dividend in 2011.

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The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

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The Motley Fool

SEPTEMBER 18, 2023

Plus, they're committed to distributing earnings to their shareholders. PennantPark Floating Rate Capital PennantPark Floating Rate Capital (NYSE: PFLT) is a business development company (BDC), which means it legally avoids paying income taxes by distributing at least 90% of profits to investors as a dividend. and higher.

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The Motley Fool

MAY 13, 2024

What Warren Buffett's cash stack and shrinking Apple position might signal about his view of the market and tax policy. He always said basically, the inference was that Buffett could invest the capital flows at Berkshire Hathaway better than returning it to shareholders in the form of dividend or even in the form of share buybacks.

Taxes 246

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The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

OCTOBER 12, 2024

There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. I don't need to be convinced about the value afforded by an investment in Canadian National Railway -- I'm already a shareholder. The current yield of 0.8% There's also the dividend to consider.

Portfolios 246

Portfolios Stakes Amortization Depreciation 246

The Motley Fool

JULY 15, 2024

Agree Realty Agree Realty is a real estate investment trust ( REIT ), which means it can legally avoid income taxes by distributing nearly all it earns to shareholders as dividend payments. On an annual basis, though, its dividend has risen steadily since 2011. At recent prices, it offers a 4.7%

Taxes 183

Taxes Legal Shareholders Portfolios 183

The Motley Fool

DECEMBER 24, 2023

For one, its shareholder returns have been spectacular. It has grown its base dividend by 22% annually since 2011 and has paid multiple special dividends and bought back considerable amounts of its own stock. It is the largest manufacturer of polypropylene and polyethylene in Europe, the No. 2 producer of those products in the U.S.,

Banks 246

Banks Prospects Taxes Shareholders 246

The Motley Fool

APRIL 24, 2024

That has some shareholders wondering if now is the time to sell. Founded in 2011, it is one of the largest non-bank mortgage originators and servicers in the United States. Management sees alternative asset management as a way to create more value for shareholders and sees itself becoming more like Blackstone or Ares Management.

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Capital Asset Management Taxes Assets 130

The Motley Fool

NOVEMBER 30, 2023

Stag Industrial leases space and operates as a REIT for tax purposes, meaning it must pay out at least 90% of its income to shareholders, allowing it to avoid corporate taxes. Because of this tax treatment, REITs can be an excellent source of dividends. Stag Industrial's dividend is currently 3.7% and has averaged 4.9%

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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. How about the loss of 1.2

Portfolios 246

Portfolios Investing Bidding Stakes 246

The Motley Fool

AUGUST 12, 2024

It took another 46 years before he bought shares as CEO, when Berkshire Hathaway instituted its first share repurchase program, in 2011. billion (although management warns that number will decrease now that it owes a massive tax bill on all of its stock sales). He bought a controlling stake in 1965 and promptly took over as CEO.

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The Motley Fool

NOVEMBER 28, 2023

And this effort has been a boon for shareholders. Most impressively, though, the biotech has continued to produce market-beating returns for shareholders since instituting a dividend program in 2011. But if you reinvested the dividends every quarter, your total return would be a whopping 574.7% (before taxes).

Investors 130

Investors Shareholders Taxes Capital 130

The Motley Fool

JANUARY 20, 2024

The chart above shows what an investment of $1,000 made in each of these stocks in April 2011 (when Stag went public) would be worth today. In its latest shareholder presentation, AGNC said that $55.9 A tale of two metrics AGNC Total Return Level data by YCharts. Total return here assumes reinvestment of dividends. billion of its $59.3

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Stakes Taxes Shareholders Portfolios 130

The Motley Fool

AUGUST 30, 2023

While we observed signs of typical tax seasonality, as well as softer investor sentiment at the beginning of the quarter, we still attracted nearly 1 million new brokerage accounts and finished the period serving $8.02 When the REIT went public in 2011, it only owned 14.2 REITs are given preferential tax treatment.

Investors 130

Investors Taxes Banks Assets 130

The Motley Fool

JUNE 23, 2024

Enterprise's consistency can also be seen in its distribution to shareholders, which it has been able to grow each year for the past 25 years. times from 2011 through 2016 before the oil crash, while Enterprise often traded at a premium multiple of over 15 times. This has come down from the over 4 times leverage it was at in 2017.

Amortization 130

Amortization Depreciation Enterprise Values Leveraging 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. With a brief exception in 2018, it's raised or maintained its dividend payout since its initial public offering in 2011.

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The Motley Fool

DECEMBER 12, 2023

Because of its tax structure, a REIT must pay at least 90% of its taxable income to shareholders as dividends, making it a great option for those seeking income from their investments. It rents out single-tenant industrial properties, something most people would never have the opportunity to do by themselves.

Initial Public Offering 130

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The Motley Fool

OCTOBER 19, 2024

With a brief exception in 2018, those payments have grown or remained stable since the BDC's stock market debut in 2011. This REIT employs net leases that transfer all the variable expenses associated with building ownership, such as maintenance and taxes, to its tenants. Out of 151 portfolio companies, three representing 1.5%

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Business Development Companies 130

The Motley Fool

OCTOBER 11, 2024

Whether through his annual letter to shareholders or during Berkshire's annual meetings, Buffett often shares the characteristics he looks for in "wonderful companies," as well as offers his take on the American economy. When this investment was announced in August 2011, Bank of America was trading at less than 38% of its book value.

Banks 130

Banks Stakes Shareholders Legal 130

The Motley Fool

APRIL 4, 2024

CrowdStrike can attest to this, as the company has been using AI to automate the cybersecurity process since it released its first platform in 2011. That's a recipe for good value to be returned to shareholders. While artificial intelligence (AI) has recently become mainstream, it's far from a new technology.

Amortization 130

Amortization Depreciation Earnings Before Interest Legal 130

The Motley Fool

OCTOBER 11, 2024

The process now is designed to expand the universe of interested parties and really look at the best path forward to leverage our strengths, monetize, non-core assets, and build out a more profitable and valuable business for our shareholders. million on a pre-tax basis. billion shareholder note. Your line is open.

Debt 240

Debt Capital Leveraging Prospects 240

The Motley Fool

MAY 1, 2024

Like any government, Mali wishes to maximize their benefits from mining, and Barrick remains committed to an equitable sharing of those economic benefits with our host country while protecting our shareholder rights. We did it back in 2011. Our engagement with the government is continuing on that basis. That's what happened then.

Assets 246

Assets Shareholders Capital Banks 246

The Motley Fool

DECEMBER 12, 2024

And we returned a record $22 billion in cash to our shareholders, up 45% year on year through dividends, buybacks, and eliminations. I would like to highlight that this represents the 14th consecutive increase in annual dividends, since we initiated dividends in fiscal 2011. Now, excluding VMware, our revenue grew over 9% organically.

Debt 246

Debt Resale Taxes Accounting 246

The Motley Fool

AUGUST 9, 2023

Free cash flow to the holding company remained strong, driven by Enact's return of capital and tax payments in 2023 from Enact and the U.S. Total pre-tax statutory income for the U.S. Total pre-tax statutory income for the U.S. GAAP tax rate. life insurance companies. Complete statutory results for our U.S.

Legal 100

Legal Liabilities Taxes Accounting 100

The Motley Fool

AUGUST 3, 2023

Third, our strategic and operational improvements continue to support our ability to take actions to drive even better shareholder returns. The low carbon ventures business will help Oxy and others decarbonized at scale in a way that provides incremental value to our shareholders. I'll begin with the portfolio. per diluted share.

Taxes 130

Taxes Shareholders Capital Assets 130

The Motley Fool

JANUARY 23, 2024

billion to shareholders. billion of cash to shareholders through stock repurchases and dividends, which represents over 60% of our free cash flow. were the highest since 2011. Our adjusted effective tax rate for Q4 was 17.9%, lower than expected due to discrete items. 2023 was a great year for Halliburton.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Assets Capital 130

The Motley Fool

MARCH 9, 2024

Jason Moser: But I feel like, well all three-year shareholders here. But it does feel like these big companies are a little bit more under fire right now to return a little bit more to shareholders. In 2011, the sales fell by over 80%. I'm a shareholder, Dylan Lewis: Dan, a question about eBay. Dylan Lewis: Absolutely.

Shareholders 130

Shareholders Legal Companies Taxes 130

The Motley Fool

OCTOBER 4, 2023

Our objective is to appropriately manage our net leverage to maintain financial flexibility and to efficiently access capital markets for both CAF and CarMax as a whole while also returning capital back to shareholders. And third, we have built guide to help customers evaluate potential tax credits and incentives for EVs.

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Depreciation Finance Financing Banks 130

The Motley Fool

AUGUST 12, 2024

Rising production and increasing margins provide the foundation for a strong second half, while the financials augur well for our ability to fund our growth and so sustain the delivery of value to our shareholders. We went through the same debate with the market in 2011 in the Randgold. And the second question I had on tax.

Assets 130

Assets Capital Liabilities Banks 130

The Motley Fool

JANUARY 29, 2024

Here we were around Tax Day 2005. In Fiscal 2011, which starts at the end of January, we think they're probably shooting too low. Now Disney fans or Marvel shareholders may remember the significance of October 2009. In the meantime, congratulations to all Marvel shareholders. We'd started the service in March of 2002.

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Education Shareholders Companies Public Companies 130

Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. Plus, as a shareholder you are theoretically eligible to place votes and influence the future direction of companies – even companies that you don’t like.

Exchange-Traded Funds 52

Exchange-Traded Funds Investing Funds Pension Funds 52

The Motley Fool

MAY 9, 2024

Back in March, Six Flags shareholders overwhelmingly approved the merger-of-equals transaction, which we continue to believe will be completed before the end of the second quarter. Good morning and thanks to everyone for joining us today. So we're seeing that.

Banks 130

Banks Capital Portfolios Debt 130

The Motley Fool

AUGUST 20, 2023

First, we expect our non-GAAP tax rate to remain at 22% for the first quarter and fiscal year 2024, subject to the outcome of future tax legislation. We also expect cash taxes in the range of $230 million to $280 million. This is an increase as compared to the $150 million in cash taxes in fiscal year 2023.

Leveraging 130

Leveraging Banks Taxes Capital 130

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52