The Motley Fool

JULY 3, 2023

On top of that, mortgage REITs generally make use of leverage in an effort to enhance returns. That leverage is often backed by the value of the CMO portfolio it owns. This increases the risk of a margin call if the value of the portfolio drops quickly for some reason (this was a problem during the Great Recession).

Collateral 130

Collateral Leveraging Shareholders Portfolios 130

The Motley Fool

SEPTEMBER 28, 2024

That said, ConocoPhillips prides itself on having a lean balance sheet and low leverage. Leverage ratios tend to spike when oil prices fall, which you can see in the aftermath of the 2014 to 2015 oil and gas downturn and the 2020 COVID-19-induced collapse. debt-to-equity ratio -- both near 10-year lows.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Debt Shareholders 130

The Motley Fool

OCTOBER 12, 2024

UFPT Operating and Profit Margin (TTM) data by YCharts Powered by these improving margins, the company's free cash flow (FCF) and net income have grown by 17-fold and 7-fold, respectively, since 2014. Image source: Getty Images. By gaining access to certain materials like this, UFP adds to its ever-widening moat.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraging Funds Return On Investment 246

The Motley Fool

OCTOBER 17, 2024

Lancaster Colony recently implemented a new enterprise resource planning (ERP) system and will work to leverage its capabilities to enhance the business's supply chain efficiency and reduce costs. From fiscal 2014 to fiscal 2024, the quarterly dividend was raised from $0.74 Colgate-Palmolive holds the No.

Leveraging 244

Leveraging Prospects Banks Companies 244

The Motley Fool

MAY 29, 2024

One of the stocks I've held longest in my portfolio is pipeline company Enterprise Products Partners (NYSE: EPD) , which I've owned for over 15 years. The company generates a lot of cash flow, and has historically taken a conservative posture with leverage , which is also why it has been able to consistently increase its distribution.

Leveraging 130

Leveraging Taxes Enterprise Values Debt 130

The Motley Fool

MAY 29, 2024

One of the stocks I've held longest in my portfolio is pipeline company Enterprise Products Partners (NYSE: EPD) , which I've owned for over 15 years. The company generates a lot of cash flow, and has historically taken a conservative posture with leverage , which is also why it has been able to consistently increase its distribution.

Leveraging 130

Leveraging Taxes Enterprise Values Debt 130

The Motley Fool

DECEMBER 12, 2023

From 2014 to 2022, the cloud-based customer relationship management (CRM) and marketing software provider grew its revenues at a compound annual rate of 40% as its total number of customers grew from 13,607 to 167,386. in 2014 to positive 9.8% HubSpot (NYSE: HUBS) has grown rapidly since its public debut nine years ago.

Enterprise Values 234

Enterprise Values Leveraging Returns Accounting 234

Private Equity Wire

NOVEMBER 28, 2023

He also served as Global Head of CLOs and Loans responsible for developing Man’s structured credit and leverage loan business. He was also the senior portfolio manager and chaired the asset allocation committee for their Global Multi-Asset Credit Fund.

Leveraging 98

Leveraging Asset Management Assets Capital 98

The Motley Fool

FEBRUARY 12, 2024

This period included the financial crisis that began in 2007, the oil price collapse from 2014 through 2017, and the COVID-19 pandemic. Its balance sheet is strong, with a leverage ratio of 3x and solid A- and A3 credit ratings. For example, Enterprise delivered a double-digit return on invested capital (ROIC) in every year since 2005.

Taxes 244

Taxes Prospects Leveraging Returns 244

The Motley Fool

SEPTEMBER 9, 2024

Investors looking to add some firepower to their portfolios should pay attention to the aerospace and defense industry. Lockheed Martin Lockheed Martin (NYSE: LMT) is recognized as one of the world's largest defense manufacturers with a portfolio of high-profile fighter jet aircraft, helicopters, and missile systems.

Leveraging 130

Leveraging Portfolios Shareholders Capital 130

The Motley Fool

JULY 7, 2024

Nvidia's success in the industry has seen its desktop GPU market share rise from 65% in 2014 to 88% in the first quarter of 2024. Meanwhile, Nvidia is leveraging its lead to steer the industry in its favor and challenge its competitors. As the market progresses, chip demand is only likely to continue rising.

Leveraging 246

Leveraging Returns Companies Portfolios 246

The Motley Fool

MARCH 30, 2024

He wrote to Berkshire Hathaway shareholders in 2014 that he suggested much of the cash his family receives when he dies be invested in a low-cost Vanguard S&P 500 index fund. A significant portion of my portfolio is invested in two of the company's ETFs. Warren Buffett likes Vanguard. I like Vanguard too.

Investors 130

Investors Leveraging Funds Shareholders 130

The Motley Fool

SEPTEMBER 30, 2024

Room for further balance-sheet improvements Since the oil and gas downturn of 2014 and 2015, Kinder Morgan has worked hard to restore its balance sheet and rebuild investor confidence in its dividend. In the past nine years, it has reduced its total net long-term debt position by 29% and lowered its leverage.

Exchange-Traded Funds 130

Exchange-Traded Funds Debt Leveraging Capital 130

The Motley Fool

DECEMBER 29, 2023

Each of the company's eight ETFs aims to leverage specific trends, grouping together leaders and disruptors in that field. That's one of the reasons it's so important to have a diversified portfolio, and this takes some of that diversification further. Some of Ark's top holdings include Coinbase , Tesla , and UiPath.

Exchange-Traded Funds 244

Exchange-Traded Funds Leveraging Funds Portfolios 244

The Motley Fool

APRIL 8, 2024

Microsoft and CEO Satya Nadella have bet big on AI, and the company will continue to look for new ways to leverage the new technology. The company acquired the AI lab DeepMind in 2014 and recently merged it with Google Brain. Like Microsoft, Alphabet has been investing in AI for years.

Companies 246

Companies Leveraging Returns Accounting 246

The Motley Fool

JULY 14, 2024

billion) in fiscal 2014, the year it IPO'd. Its software leverages this technology to automate processes, perform manual tasks faster, and free workers to spend more time on creative and analytical work. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 239

Securities and Exchange Commission (SEC) Bidding Leveraging Investors 239

The Motley Fool

APRIL 8, 2024

The company would later enact two stock splits, a nearly 2-to-1 split in March 2014 and a 20-to-1 split in July 2022. The segment just turned profitable in 2023, but it is now set to grow its profitability at a quicker pace than revenue given the operating leverage in the business. and a $20,000 investment would be worth close to $1.2

Enterprise Values 240

Enterprise Values Public Companies Leveraging Returns 240

The Motley Fool

APRIL 28, 2024

One of the best ways to supplement portfolio growth is to seek out dividend stocks. Let's break down five companies that are established dividend payers, and assess why holding each of these stocks over a long-term time horizon can lead to massive gains for your portfolio. There are loads of ways to generate passive income.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

MAY 17, 2024

18, 2014, it raised $25 billion and became the largest initial public offering (IPO) in U.S. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Initial Public Offering 246

Initial Public Offering Leveraging Returns Investors 246

The Motley Fool

JANUARY 3, 2024

Demand for those products should continue to ramp up in 2024, and Microsoft investors are in good hands with Nadella -- especially as the company continues to leverage its partnership with OpenAI, which also gives it an edge in AI. However, its legacy of underperformance changed when Satya Nadella took over as CEO nearly 10 years ago on Feb.

Investing 241

Investing Leveraging Returns Stock Market 241

The Motley Fool

MARCH 25, 2024

The transaction will give it the cash to reduce its leverage ratio by 1.5 It has been Summit Midstream's joint venture (JV) partner in Ohio Gathering and Ohio Condensate since 2014. times leverage ratio, well below the 4.0 times, pushing it below 4.0 and toward its 3.5 It owns interests in and operates those JVs.

Buyout 130

Buyout Leveraging Assets Stakes 130

The Motley Fool

JULY 27, 2024

They trade at a gut-wrenching 97% below their all-time high, set in December 2014. Financial leverage is also a cause for concern. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Debt 130

Debt Leveraging Shareholders Returns 130

The Motley Fool

JUNE 23, 2024

This dynamic helps the company post steady, largely growing results year after year, even during difficult periods such as the Great Recession, the oil price collapse in 2014-15, and the COVID-19 pandemic. This has come down from the over 4 times leverage it was at in 2017. Consider when Nvidia made this list on April 15, 2005.

Amortization 130

Amortization Depreciation Enterprise Values Leveraging 130

The Motley Fool

MARCH 24, 2024

Its sheer scale translates into serious leverage Last but not least, Walmart's overwhelming size gives it a big advantage over competitors -- not only discouraging grocers like Kroger and discounters like Target from setting up stores nearby, but in other ways too. Some of them work. And not every initiative has worked out as hoped.

Leveraging 246

Leveraging Stakes Returns Accounting 246

The Motley Fool

MARCH 23, 2024

Coca-Cola (NYSE: KO) is a brand woven into the fabric of American life, and its stock has been a mainstay in many portfolios for decades. The company is actively exploring new avenues for growth, including leveraging the power of artificial intelligence (AI) for targeted promotions and marketing campaigns. Coca-Cola also owns 19.6%

Shareholders 130

Shareholders Leveraging Returns Portfolios 130

The Motley Fool

JUNE 24, 2024

As shown in the chart above, the company adds leverage during weak patches to continue investing in its business and paying dividends. When the market recovers, it reduces leverage to prepare for the next downturn. That includes years like 2014-2016, when oil prices plunged, forcing some oil and gas companies to cut their dividends.

Leveraging 130

Leveraging Earnings Before Interest Amortization Depreciation 130

The Motley Fool

FEBRUARY 1, 2024

AT&T remains a somewhat controversial stock that may or may not fit your portfolio. per share in 2014 , higher than management's guidance for 2024! Speaking of that debt, management believes it can get AT&T's leverage down to 2.5 The company earned $2.51

Debt 130

Debt Leveraging Returns Capital Investments 130

The Motley Fool

SEPTEMBER 1, 2024

As a result, A&F's net sales -- which had declined every year from fiscal 2014 to fiscal 2017 -- finally grew at a compound annual growth rate (CAGR) of 4% from fiscal 2017 to fiscal 2023. It attributes that expansion to rising gross margins (which suggests the business still has plenty of pricing power) and improved operating leverage.

Leveraging 130

Leveraging Returns Investors Companies 130

The Motley Fool

JUNE 11, 2024

The company has leveraged its vast resources and computing power to drive game-changing AI innovation through its pioneering subsidiary, DeepMind. Acquired by Alphabet in 2014, DeepMind has been at the forefront of AI breakthroughs in machine learning, reinforcement learning, and neural networks.

Leveraging 130

Leveraging Prospects Returns Capital 130

The Motley Fool

FEBRUARY 26, 2024

As a start, Cainiao can continue to leverage its relationship with Alibaba (and its other subsidiaries) to grow its business. What it means for investors Alibaba has been a disappointing investment for its long-term investors, with its share price hovering near its initial public offering (IPO) price in 2014.

Initial Public Offering 189

Initial Public Offering Leveraging Shareholders Returns 189

The Motley Fool

JANUARY 22, 2024

However, the truth is that the majority of wealth from this technology will take decades to trickle through the economy and into investors' portfolios. Three Fool.com contributors explain below why each stock could potentially be held forever in a diversified portfolio. It has moved in this direction for a long time.

Bidding 189

Bidding Leveraging Prospects Shareholders 189

The Motley Fool

APRIL 21, 2024

The company's share price has soared 489% over the last decade, meaning a cash investment of $10,000 in 2014 would be worth nearly $59,000 today, considerably outperforming the S&P 500 and Nasdaq Composite. Time and time again, the stock has proved itself to be a valuable long-term holding. Data by YCharts.

Investing 130

Investing Leveraging Returns Companies 130

The Motley Fool

DECEMBER 14, 2023

The company uses shareholder capital that it leverages with short-term borrowings to buy MBS. Since it switched to paying monthly dividends in 2014, AGNC has cut its dividend four times, steadily reducing its monthly payment from $0.22 It uses those profits to pay a monthly dividend. per share to the current rate of $0.12

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Assets Shareholders 130

The Motley Fool

APRIL 9, 2024

Intel Chip demand across tech is skyrocketing, suggesting you can't have too many chip stocks in your portfolio, and Intel (NASDAQ: INTC) is another attractive option. As a result, AMD is a screaming buy in 2024 as it expands its business and benefits from AI growth. The company has hit more than a few roadblocks in recent years.

Leveraging 130

Leveraging Returns Portfolios Companies 130

The Motley Fool

JULY 2, 2023

Investors might be tempted to hop on the beverage stock 's bandwagon in the hopes of riding the momentum to strong portfolio returns. That operating leverage is exactly what investors like to see from a business that is scaling as quickly as this one. Even this year, Celsius shares are up 45%, crushing the broader indexes.

Shareholders 130

Shareholders Leveraging Investors Returns 130

The Motley Fool

APRIL 29, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Leverage provides the opportunity to generate higher returns if the price increases.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

FEBRUARY 19, 2024

Qualcomm, which drove Nvidia out of the mobile chipmaking market in 2014, is still heavily dependent on the cyclical sales of smartphones. The remaining 15% of its revenue came from its licensing division, which leverages its wireless patents to take a cut of every smartphone sold worldwide -- even if they don't use Qualcomm's chips.

Leveraging 130

Leveraging Accounting Returns Capital 130