The Motley Fool

DECEMBER 22, 2023

In fact, many retirees can often sell long-term stock and bond holdings without any tax liability, thanks to a generous 0% tax bracket for capital gains. The tax code is scheduled to revert to pre-2018 tax rates starting in 2026, so locking in a 10% or 12% income tax rate while they're available is appealing to many. Pitfall No.

Taxes 246

Taxes Consultants Consulting Liabilities 246

The Motley Fool

DECEMBER 22, 2023

Itemize your tax return, which is when you add up the individual tax deductions you qualify for and subtract them from your overall tax liability. Between 2017 and 2018, when the TCJA rules took effect, the number of taxpayers claiming a charitable deduction dropped from nearly 38 million to less than 15 million.

Taxes 246

Taxes Mutual Funds Exchange-Traded Funds Consultants 246

The Motley Fool

AUGUST 3, 2024

Buffett has bought back more than $77 billion worth of his company's stock since July 2018. While this does mean forgoing the potential to collect interest income from cardholders, it removes any direct loan loss or credit delinquency liability during economic contractions and recessions.

Conglomerates 244

Conglomerates Legal Liabilities Public Companies 244

The Motley Fool

SEPTEMBER 27, 2023

But after a series of mishaps between 2018 and 2020, the company sold ATG to a self-driving tech start-up called Aurora for $4 billion. Uber's single largest expense is the 6 million drivers who operate in its network, so autonomous vehicles could transform the company's economics.

Liabilities 246

Liabilities Stakes Companies Investors 246

The Motley Fool

AUGUST 17, 2023

Shares of the utility operator fell by more than 60% for the week so far, according to data provided by S&P Global Market Intelligence , due to the potential liability claims from the fire and what Hawaiian Electric might have to do to shield itself from those claims. This scenario has played out across the western U.S.

Liabilities 130

Liabilities Shareholders Portfolios Investors 130

The Motley Fool

JULY 20, 2024

But the real turning point came in 2018, when the industrial giant's legal and regulatory headwinds started to pick up. Even if the stock was able to rise back to its 2018 high-water mark, which would double the share price, it would require a massive initial investment to be a millionaire-making gain. Let's take a look.

Legal 130

Legal Liabilities Returns Investors 130

The Motley Fool

MARCH 27, 2025

If you followed our company for the last several years, you'll remember that since 2018, 3D Systems has been in a terrific partnership with United Therapeutics, with a goal of developing the world's first 3D-printed biocompatible human lung. If you followed our -- let me give you a little more color on what that means in layman terms.

Accounting 245

Accounting Liabilities Capital Leveraging 245

The Motley Fool

JULY 28, 2024

A delayed filing of its annual report for 2020 -- which resulted in a jarring restatement of all its financials for 2018 and 2019 -- further eroded the market's confidence in its future. That's why Plug was forced to restate its financials for 2018, 2019, and 2020. Image source: Getty Images. But in May, it secured a new $1.66

Liabilities 130

Liabilities Accounting Investors Returns 130

Private Equity Wire

MAY 20, 2024

The latter firm took over Inter’s city rivals AC Milan in 2018, swapping debt for equity in the club after the previous owner defaulted on its liabilities. If Oaktree does take control of Inter, it will be following in the footsteps of Elliott Management.

Debt 98

Debt Collateral Liabilities Asset Management 98

The Motley Fool

JANUARY 20, 2024

The most attention-grabbing have been its product liability and environmental problems. With that as background, it seems reasonable that 3M's stock is down nearly 60% from its 2018 highs. So what would it take for this industrial giant to get back to the price levels it was at in early 2018? Here's what it would take.

Legal 130

Legal Liabilities Investors Returns 130

The Motley Fool

AUGUST 26, 2024

It has been working to mitigate these talc cases by placing liability on a subsidiary, which would then file for bankruptcy. The idea is to settle all cases in one fell swoop, without imposing legal liability on the parent. Starbucks has gone through numerous leadership and business changes in recent years.

Liabilities 130

Liabilities Legal Leveraging Shareholders 130

The Motley Fool

MAY 16, 2024

In 2018, it wrote down its assets to the tune of $15.4 As of the end of March, the company's total non-current liabilities (including long-term debt and other liabilities) were $114.2 Kraft Heinz: 0.9 times book value Kraft Heinz is a popular consumer goods company. Over the years, however, the company has faced challenges.

Liabilities 130

Liabilities Banks Debt Assets 130

The Motley Fool

SEPTEMBER 22, 2023

Since September 2018, its shares have skyrocketed a ridiculous 4,520%, meaning a $10,000 purchase back then would be worth $462,000 today. As of June 30, Celsius had cash and cash equivalents of $681 million versus total liabilities of $444 million on its balance sheet. That performance has crushed the 72% gain of the Nasdaq Composite.

Liabilities 147

Liabilities Prospects Investors Companies 147

The Motley Fool

FEBRUARY 17, 2024

While Berkshire Hathaway reports deferred income taxes on the unrealized gains in its portfolio as a liability on its balance sheet, it doesn't actually have to pay those taxes until Buffett or one of the other investment managers at Berkshire sells shares and realizes a gain. billion in realized gains.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

MARCH 5, 2025

Please note that today's discussion will contain forward-looking statements relating to the company's future performance, which are intended to qualify for the safe harbor from liability as established by the U.S. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Bidding 130

Bidding Taxes Leveraging Liabilities 130

The Motley Fool

NOVEMBER 12, 2024

In 2018, Supermicro was delisted from Nasdaq after the Securities and Exchange Commission (SEC) probed the company for "improperly and prematurely" booking revenue. But we should understand why its stock was crushed -- and why it shouldn't be considered a turnaround play until it solves its most pressing issues. Supermicro still had $2.1

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Accounting Debt 130

The Motley Fool

AUGUST 18, 2024

However, the average cost of its liabilities was 3.01%, up from 0.79% two years earlier. Since 2018, Annaly's total return (including the effect of reinvesting dividends) is -5.6%. Last year, Annaly's average yield on its interest-earning assets was 4.33%, reflecting its investments in the higher mortgage rate environment.

Capital 130

Capital Leveraging Liabilities Debt 130

The Motley Fool

AUGUST 29, 2023

For instance, five years ago, in Q2 of 2018, it was 4.5%. To try to make those numbers square with its looming liabilities, it already announced a cut to its dividend on Aug. There's little hope in the near term It's true that MPT's weighted average interest rate has been higher in the past than it is right now.

Debt 130

Debt Financial Institutions Liabilities Shareholders 130

The Motley Fool

JUNE 15, 2024

The delayed filing of its annual report for 2020, a messy restatement of all of its financials for 2018 and 2019, a series of class action lawsuits from its investors, and high interest rates all exacerbated that pressure. Plug Power's stock crashed as the dot-com bubble burst, its growth slowed, and it racked up more losses.

Initial Public Offering 130

Initial Public Offering Liabilities Debt Returns 130

The Motley Fool

APRIL 27, 2024

Second, the company failed to file its annual report for 2020 on time, and it subsequently admitted that it would need to restate all of its financials for 2018 and 2019. That's a grim situation for a company that ended 2023 with $635 million in current liabilities and just $135 million in cash and equivalents.

Liabilities 130

Liabilities Returns Investors Portfolios 130

The Motley Fool

JANUARY 4, 2024

Share prices of industrial giant 3M (NYSE: MMM) are down more than 50% from their 2018 highs. The company faces product liability and environmental lawsuits, both having already resulted in billions of dollars in costs and settlements. Numerous issues have led to this decline, but the really big ones involve legal issues.

Legal 130

Legal Liabilities Accounting Shareholders 130

The Motley Fool

OCTOBER 23, 2024

However, the average cost of its liabilities also increased from 0.79% two years ago to 3.01% last year. Annaly's sensitivity to interest rates has been especially noticeable the past couple of interest rate cycles, starting in 2018 when the Federal Reserve began to raise rates.

Capital 130

Capital Assets Liabilities Leveraging 130

The Motley Fool

SEPTEMBER 25, 2024

In addition to Sony's PlayStation video game console, with sales that outstripped those of rival Microsoft 's Xbox, the company's 2018 acquisition of EMI made it the world's largest music publisher. Its Q2 total liabilities of $4.2 The conglomerate possesses an array of strong entertainment businesses. billion included $3.8

Conglomerates 130

Conglomerates Exchange-Traded Funds Debt Financial Services 130

The Motley Fool

JANUARY 26, 2024

But the numbers get worse if you measure from 3M's high-water mark in 2018. The list includes product liability lawsuits surrounding ear plugs it sold to the U.S. The answer seems to be a resounding yes, given that 3M stock is down around 20% over the past decade, versus a gain of roughly 160% for the S&P 500.

Legal 130

Legal Liabilities Investors Returns 130

The Motley Fool

JUNE 16, 2023

Net interest income is still in good shape A major source of revenue for nearly all banks is net interest income (NII), which is the money banks make on loans and securities after funding those assets with liabilities such as deposits. Image source: Getty Images.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

FEBRUARY 5, 2025

If you have significant retirement savings, your early and mid-60s could be a great opportunity to make some valuable moves to reduce your long-term tax liability. While you might have to stretch your withdrawal rate in your 60s, it can be worth it knowing you have a big Social Security check to fall back on once you reach age 70.

Taxes 130

Taxes Liabilities Accounting Capital 130

The Motley Fool

FEBRUARY 24, 2024

DocuSign's revenue has been on an upward trajectory since its 2018 IPO. billion in total liabilities. The company's sales hit $700.4 million in its fiscal third quarter, ended October 31, representing 9% year-over-year growth. Data by YCharts. The company's sales gains are expected to continue. million shares in Q3.

Liabilities 130

Liabilities Debt Assets Returns 130

The Motley Fool

AUGUST 3, 2023

Please consider the following: Revenues in the first six months of 2018 were $3.6 Underwriting profits in the first six months of 2018 were $209 million. Recurring investment income for the first six months of 2018 was $213 million. The EBITDA of Markel Ventures in the first six months of 2018 was $82 million.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

DECEMBER 4, 2024

We successfully solved for tariffs in the late 2018 and 2019 time frame through a combination of vendor collaboration, product reengineering and assortment changes, moving product sourcing to other countries, and ultimately pricing increases, primarily in our tech world. First, tariffs are not new to Five Below. Is it around 35%?

Leveraging 130

Leveraging Capital Amortization Depreciation 130

The Motley Fool

JANUARY 29, 2024

The list includes product liability lawsuits around earplugs 3M sold to the U.S. The shares are down around 60% from their 2018 highs. First, the company is working through massive legal and regulatory problems that have cost it a huge amount of money. This is not a sleep-well-at-night stock.

Legal 130

Legal Liabilities Prospects Shareholders 130

The Motley Fool

FEBRUARY 23, 2024

Shares have lost around 65% of their value since 2018, pushing the valuation down to multidecade lows. It could take years to fully quantify 3M's liabilities. Shareholder returns consistently beat the market, and the company's diversified, recession-resistant business model insulated the stock during times of turmoil.

Legal 130

Legal Debt Liabilities Portfolios 130

The Motley Fool

SEPTEMBER 15, 2023

Then in 2018, it paid $85 billion for Time Warner, a company that is now part of Warner Bros. It could be on the hook for billions of dollars in liabilities resulting from old lead-sheathed telephone cables that are polluting the ground and the water supplies in communities across the country.

Mergers and Acquisitions 130

Mergers and Acquisitions Debt Shareholders Liabilities 130

The Motley Fool

DECEMBER 4, 2024

Back in 2018 and 2019 when we last dealt with this issue, we were able to mitigate the majority of the potential impact by negotiating lower costs with our suppliers, changing product specs or pack sizes, or dropping noneconomical items. But we managed through this before. Your line is now live. Ryan Bulger -- Analyst Hey, guys.

Depreciation 244

Depreciation Leveraging Liabilities Banks 244

The Motley Fool

JULY 28, 2023

Wirth has been in that job since February 2018. D/C compares a company's debt to its capital base , while D/E divides total liabilities by total shareholders' equity. And in that time, he and his team faced a number of challenges, during which he steered Chevron in the right direction when so many of its peers were making mistakes.

Bidding 130

Bidding Debt Enterprise Values Shareholders 130

The Motley Fool

SEPTEMBER 18, 2024

This alone is a great reason to consider the stock, but the REIT is also well managed, with a reasonably small pile of liabilities compared to its assets. year over year, and it has never cut its dividend since it went public in 2018. In Q2, its revenue rose by 6.6% Right now, the forward yield for VICI is about 5.1%.

Liabilities 100

Liabilities Debt Capital Assets 100

The Motley Fool

DECEMBER 19, 2024

However, for the 2024 year, we repaid $554 million of notes, and since 2018 we have repaid or repurchased over $7 billion of notes with an interest rate savings of almost $400 million. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 242

Debt Assets Capital Banks 242

Cobalt

OCTOBER 11, 2024

Key Takeaways To establish the list of elections we looked at Brazil (Q4 2018, 2022), Mexico (Q3 2018, 2024), Argentina (Q4 2015, 2019, 2023), and Colombia (Q2 2018, 2022). The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Funds 52