The Motley Fool

DECEMBER 4, 2024

We last had this calendar in 2019 and have used that experience to build our fourth quarter plan this year. I would like to add my welcome to Winnie, I look forward to working with you to create value for our shareholders. Before I close, I want to make a few comments on the topic of potential tariffs. Thanks, Jeremy.

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The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. billion in 2019. The stock is valued similarly to its 2019 levels, trading nearly five times its trailing-12-month FFO.

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The Motley Fool

MARCH 13, 2025

Over the course of the year, our strong cash generation enabled us to continue to return value to our shareholders. These repurchases were the largest in our history and underscore our confidence in Turtle Beach's long-term growth prospects and our dedication to enhancing shareholder value. And with that, let's turn to Q&A.

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The Motley Fool

MAY 16, 2024

And in 2019, it also slashed its dividend. In short, the company has lost the trust of its shareholders over the years. As of the end of March, the company's total non-current liabilities (including long-term debt and other liabilities) were $114.2 Over the years, however, the company has faced challenges.

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The Motley Fool

FEBRUARY 17, 2024

annual shareholder meeting last May. 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.

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The Motley Fool

AUGUST 3, 2023

We posted another outstanding quarter of performance at adjusted property EBITDAR surpassing the second quarter of 2019. Margins of 36% were well above 2019 levels. Our adjusted property EBITDAR of $209 million was an increase of 21% versus the second quarter of 2019 with a 28% margin. Turning to Macau.

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The Motley Fool

MAY 2, 2024

We view our long-term shareholders as partners, we welcome the chance to provide you with an update on how things are going as well as our plans and dreams for the future. We want our shareholders to win as we earn profitable on the capital we use to do this work. Total shareholders' equity stood at $15.7

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The Motley Fool

MAY 16, 2024

In short, these are businesses we'd expect to rise in value over time and make their patient shareholders richer. But in spite of this phenomenal payout, AT&T's stock has fallen by 42% since late 2019. Further, liability claims are typically handled in the U.S. But not all dividend stocks are created equally. court system.

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The Motley Fool

FEBRUARY 1, 2024

We reported net income to common shareholders of 2 billion in 2023 versus the net loss to common shareholders of 253 million in 2022, with the change largely attributed to the year-over-year swing in our public equity portfolio valuation. Comprehensive income to shareholders in 2023 was 2.3 billion in 2023 versus 2.7

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The Motley Fool

NOVEMBER 19, 2024

That debt-heavy financing structure was reminiscent of the company's acquisition of Anadarko Petroleum in 2019, when Occidental agreed to buy its rival for $57 billion. The company plans to chip away at these liabilities via excess free cash flow and asset sales. The oil company planned to issue $9.1 billion of debt, including $1.2

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The Motley Fool

AUGUST 3, 2023

We will be making some references to the comparable periods in 2019 where we think these are helpful. was very strong last Q2 and stronger than Q1 and Q3 versus 2019 due to a rebound from Omicron. Compared to 2019, our Q2 global room night growth was 26%, which was in line with Q1. It's helpful to remember that the U.S.

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The Motley Fool

AUGUST 1, 2024

Five years ago, at June 30, 2019, we had total net investments, that is our entire investment portfolio plus cash minus debt of $17.5 Five years ago through June 30, 2019, we earned underwriting and insurance income of $142 million. At June 30, 2019, each share of Markel sold for about $1,100. billion, an increase of 61%.

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The Motley Fool

NOVEMBER 22, 2024

Year to date, we will have returned $169 million to shareholders in the form of dividends. We have established a solid foundation to build on as we drive toward becoming a high-performing company that generates sustainable profitable growth and delivers long-term value for our shareholders. With that, we'll open the line for questions.

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The Motley Fool

MARCH 21, 2025

Operating margins and EBITDA margins each improved over 400 basis points year over year, with both of these now surpassing 2019 levels. At the same time, we're also closing in on our 2026 greenhouse gas target with an over 19% reduction in carbon intensity compared to 2019. billion, approaching a 40% year-over-year increase.

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The Motley Fool

MAY 1, 2024

You'll recall that the first phase of our journey to become the leading global digital restaurant company began in earnest in 2019. The deployment of our capabilities in this first phase of our journey has driven the dramatic increase in our digital sales from approximately 20% in 2019 to over 50% now. shareholders' returns.

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The Motley Fool

JANUARY 23, 2024

billion returned to shareholders this year. Synchrony's ability to consistently generate and return capital to our shareholders is enabled by our differentiated business model, which prioritizes the sustained delivery of attractive risk-adjusted returns through changing market conditions and economic cycles.

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The Motley Fool

MARCH 13, 2025

We were able to successfully mitigate the tariff impact in 2018 and 2019, though we did take retail price increases in some instances along with others across the industry. During the quarter, we returned cash to shareholders through a quarterly dividend of $0.59 In 2024, total capital expenditures were $1.3

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The Motley Fool

SEPTEMBER 5, 2024

Our goal remains to return to generating net sales growth, profitability, and shareholder value, which will take time with the headwinds we are currently facing, but we are making every effort to get there as soon as we reasonably can. Operator, we'll now go to our Q&A session. And then the other primary thing is really the cost of labor.

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The Motley Fool

DECEMBER 4, 2024

Our ultimate goal remains positioning both banners for long-term success and unlocking value for Dollar Tree shareholders. The guideposts of the review remain, as always, to maximize shareholder value through finding the optimal structure for each banner. At the Dollar Tree banner, we're converting stores to our in-line multi-price 3.0

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The Motley Fool

MAY 7, 2024

We generated $340 million of EBITDAR in the quarter on GGR market share that was above both the prior quarter and above our 2019 exit. In the casino, our mass drop per day in April increased 30% versus April 2019. million in Q1 2019. We held above our expected range. The strength in our business has continued into Q2.

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The Motley Fool

FEBRUARY 22, 2024

When compared to 2019, our room nights grew 21% versus our expectations of 20%. Our non-GAAP earnings per share of about $152 increased 52% year over year and was 48% higher than our prior full year all-time high back in 2019. Returning capital to shareholders will remain a high priority for the company going forward.

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The Motley Fool

AUGUST 1, 2023

Over the longer term, we continue to believe we have the right building blocks in place, and we remain laser-focused on rebuilding our earnings power and adding incremental value for our shareholders. The demand environment remains healthy overall, characterized by double-digit growth in RASM compared to 2019. Turning to Slide 11.

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The Motley Fool

AUGUST 3, 2023

Through June we repaid $91 million of long-term debt and spent $112 million on capital expenditures, led by investments in Wizards of the Coast for future digital gaming releases and we've returned $194 million of capital to our shareholders via dividends. In the quarter we booked a 26.3% underlying tax rate, which compares to 21.6%

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Leveraging Debt Taxes Banks 189

The Motley Fool

FEBRUARY 7, 2024

Pizza Hut is kicking off, adding 409 stores in 2023 alone, compared to just 41 stores in 2019. To put it into perspective, ticket average in the fourth quarter was RMD 39, the same as last quarter and higher than 2019. In 2024, we plan to further accelerate return to shareholders to around $1.5 billion in 2023.

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The Motley Fool

JULY 25, 2024

Capital returns that include a competitive dividend have always been and will continue to be a key pillar of our strategy to supplement our growth as we focus on delivering long-term shareholder value. Just as a reminder that this is on top of approximately 17% yield increase versus 2019 in the back half of 2023. and $11.45

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The Motley Fool

JULY 25, 2024

These strategies are working and continue to establish a solid foundation for financial and restaurant growth and enhancement of shareholder value. Our restaurant-level cash flow per operating week was approximately 19,200, just slightly behind fiscal 2019 restaurant-level cash flow per week of 19,300. million, an increase of $4.3

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The Motley Fool

SEPTEMBER 10, 2024

During the quarter, we grew revenue and adjusted EBITDA, expanded our adjusted EBITDA margins, and generated strong operating cash flow, which allowed us to invest in the business and return cash to shareholders. As you know, we and our board are maniacally focused on driving shareholder value. per diluted share.

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Clearlake Capital Group

JANUARY 24, 2025

Since TAs initial investment in 2019, Aptean has continued to be a leader in innovation for its manufacturing and supply chain clients around the globe. “We are pleased to announce this transaction with Aptean, which will deliver significant and immediate value to our shareholders,” said James B. Miller, Jr.,

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Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Motley Fool

APRIL 24, 2024

for the first quarter, about 90 basis points lower than last year and about 60 basis points higher than the average payment rate level across our first quarters from 2015 to 2019. Our 90-plus delinquency rate was 2.42% versus 1.87% last year and 14 basis points above our average for the first quarter of 2017 to 2019.

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The Motley Fool

APRIL 24, 2024

Let's turn to Slide 6 and talk about Pyro, our patented mortgage-centric AI platform which we've been actively developing since 2019 in partnership with Google. We feel good about the ability to continue to earn good returns for our shareholders. We do think our recapture is best-in-class. The Motley Fool has a disclosure policy.

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The Motley Fool

JULY 21, 2023

And when you look at the accounts we've acquired over the last year compared to those we acquired over a comparable period pre-pandemic, the overall revenue being generated by these new accounts is up substantially over 2019. billion of capital to our shareholders in the second quarter, including common stock purchases of $1.1

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The Motley Fool

DECEMBER 21, 2023

Fourth quarter yields continued on a positive trajectory, significantly higher than a very strong 2019 and even higher than we had anticipated, and enabled us to overcome four years of high cost inflation to deliver per unit EBITDA that eclipsed 2019, holding fuel and currency constant. It's worth noting, this was a 2030 goal.

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Securities and Exchange Commission (SEC) Debt Leveraging Returns 130

The Motley Fool

OCTOBER 16, 2024

Carnival , for example, more than 2Xed its long term debt load between 2019 and 2020. That's 7% more than in 2019, the previous record, obviously, before the pandemic. Asia is the only region that has not recovered to back where they were in 2019. billion is 27% higher than it was in 2019. billion in current liabilities.

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The Motley Fool

APRIL 16, 2024

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. And relative to pre-pandemic Q4 2019, average deposits are still up 35%. Moving to deposits.

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The Motley Fool

NOVEMBER 7, 2024

Over the past several years, APA has delivered a number of strategic initiatives designed to enhance the portfolio and create shareholder value. Our primary strategic accomplishments in Egypt are twofold, both of which drive APA shareholder value and benefit the Egyptian people over the life of the PSC. Those two numbers net to $1.2

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The Motley Fool

AUGUST 6, 2024

Of course, while we are active every day in the hand-to-hand combat for market share, you can't take market share to the bank, and thus, we have remained -- we have continued to remain disciplined in our opex and player reinvestment levels, highlighted by our strong EBITDAR margin in the quarter, which was 250 basis points above 2Q 2019.

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The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. In the fourth quarter, we returned over $700 million of capital to shareholders. Turning to Slide 5.

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