The Motley Fool

OCTOBER 5, 2024

This is thanks, in part, to Carnival's fantastic earnings performance, but another element may be even better news for shareholders. Carnival's wall of debt First, let's take a quick look back in time at the challenges Carnival faced in recent years. This also weighed on the shares, which plunged nearly 60% in 2020.

Shareholders 130

Shareholders Debt Amortization Depreciation 130

The Motley Fool

APRIL 2, 2025

In 2020, QuantumScape (NYSE: QS) was one of the hot stocks to hold, according to Wall Street. But it may soon be forced to take on expensive debt, onerously dilute shareholders, or cut critical spending areas like R&D. The stock back rose as high as $115 per share with a market cap approaching $50 billion.

Investors 130

Investors Debt Shareholders Funds 130

The Motley Fool

JANUARY 3, 2024

Hype ran hot in the summer of 2020, when reverse mergers were in vogue and Nikola (NASDAQ: NKLA) garnered Wall Street's attention as an electric-truck maker to watch. stock market indexes sailed higher in late 2023, the fourth quarter wasn't kind to Nikola's shareholders. Yet where some folks see carnage, others may see opportunity.

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Investing Prospects Debt Shareholders 246

The Motley Fool

OCTOBER 7, 2024

You could use your dividend income to pay your bills, reduce debt, or invest in other wealth-building opportunities. This low-cost fund tracks an index comprised of financially sound businesses with proven histories of sustaining their dividend payments to shareholders. Dividend Equity ETF (NYSEMKT: SCHD). The Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Shareholders Debt Stakes 246

The Motley Fool

NOVEMBER 26, 2023

The stock went public in 1919, rewarded shareholders handsomely throughout the century, and started paying dividends in 1964. Yet, recent times have been a bit frustrating for shareholders. Coca-Cola is shareholder-friendly Berkshire Hathaway's investment illustrates that Coca-Cola is dedicated to returning capital to shareholders.

Shareholders 264

Shareholders Stakes Taxes Debt 264

The Motley Fool

SEPTEMBER 9, 2024

BDCs have an unusual corporate structure in that 90% of taxable income is distributed to shareholders on an annual basis. The notable exception was a brief cut to the supplemental dividend in early 2020 at the beginning of the COVID-19 pandemic (seen in the grey-shaded column). Well, not exactly. HTGC Dividend data by YCharts.

Mergers and Acquisitions 246

Mergers and Acquisitions Venture Capital Debt Business Development Companies 246

The Motley Fool

JANUARY 5, 2024

When Arvind Krishna took over as CEO in April 2020, International Business Machines (NYSE: IBM) looked like a fundamentally different company. The question is, how much has that benefited its shareholders? The stock had lost more than half of its value between 2013 and the beginning of the pandemic in 2020.

Investing 240

Investing Debt Shareholders Financing 240

The Motley Fool

OCTOBER 19, 2024

In 2020, the price per barrel fell below $25, only to zoom past the $100 market two years later. Trust in superior capital allocation Capital allocation in the oil space can be difficult because a company's survival is often prioritized over shareholder profits. Buffett likes companies that put shareholder interests first.

Leveraging 246

Leveraging Shareholders Debt Capital 246

The Motley Fool

APRIL 11, 2025

Realty Income (NYSE: O) , a leading real estate investment trust (REIT) , peaked just before COVID-19 in early 2020 and is still down over 30% today. As REITs do, Realty Income pays most of its income to shareholders as nonqualified dividends. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.

Debt 236

Debt Taxes Shareholders Returns 236

The Motley Fool

APRIL 23, 2024

That led to the shutdowns in early 2020 that persisted for more than a year. Debt management The shutdowns forced Carnival (and its peers) to accumulate tens of billions in new debt to remain in business and prevented it from earning significant revenue. Additionally, the cruise line has also invested in its expansion.

Investors 240

Investors Debt Shareholders Returns 240

The Motley Fool

MARCH 28, 2024

MicroStrategy (NASDAQ: MSTR) , an enterprise software company that shifted its focus to buying and holding Bitcoin (CRYPTO: BTC) in 2020, could benefit from a split since its stock is trading close to $1,900 per share. While shareholders end up with more shares, their ownership percentage and the total worth of their investment stay the same.

Exchange-Traded Funds 246

Exchange-Traded Funds Prospects Debt Enterprise Values 246

The Motley Fool

SEPTEMBER 22, 2024

MicroStrategy began investing in the digital currency in 2020, and through the end of July, it amassed 226,500 Bitcoin. Between the time when it began buying Bitcoin in 2020 to the end of July, the company's stock price has risen 1,200%. However, its cryptocurrency strategy led to the firm accruing a lot of debt on its balance sheet.

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Debt Liabilities Assets Shareholders 234

The Motley Fool

OCTOBER 8, 2023

Best of all, these equities generally outperform other asset classes when the economy cools off, thanks to their strong competitive positions, better-than-average free cash flows, and ability to generate income for shareholders in nearly any type of economy. As a result, Philip Morris stock offers shareholders a rather generous 5.7%

Shareholders 239

Shareholders Debt Assets Companies 239

The Motley Fool

JULY 17, 2023

The 5G transition provided T-Mobile an opportunity, and management seized it by purchasing Sprint in 2020. Debt and dividends leave AT&T and Verizon vulnerable Because they have paid out such hefty dividends and made the expensive C-band investments, AT&T and Verizon also have larger debt loads. Verizon $152.9 $2.2

Debt 246

Debt Taxes Shareholders Leveraging 246

The Motley Fool

AUGUST 6, 2023

In his 1988 annual letter to shareholders, Buffett penned that when it comes to owning outstanding businesses with excellent management, "our favorite holding period is forever." As for why Buffett's love grew for Apple, the company returns an incredible amount of capital to its shareholders in the form of dividends and share buybacks.

Stakes 246

Stakes Debt Leveraging Shareholders 246

The Motley Fool

JULY 2, 2024

Shareholders were looking forward to the creation of a more powerful budget airline. In 2020, 2021, 2022, and 2023, Spirit reported huge operating losses. At the end of Q1, the company carried a massive debt load of $3.3 Revenue is falling, operating losses are sizable, and the debt is worrisome.

Debt 246

Debt Shareholders Returns Investors 246

The Motley Fool

FEBRUARY 5, 2025

Some of the attractive ETFs that can deliver passive income with the potential for some capital appreciation include iShares Core High Dividend ETF (NYSEMKT: HDV) , Global X US Preferred ETF (NYSEMKT: PFFD) , and Cambria Foreign Shareholder Yield (NYSEMKT: FYLD). Start Your Mornings Smarter! Image source: Getty Images.

Exchange-Traded Funds 214

Exchange-Traded Funds Shareholders Stock Exchanges Debt 214

The Motley Fool

AUGUST 25, 2023

Carnival: The incredible recovery is happening Carnival became a huge story in 2020 when operations essentially ceased as cruises were on hold. Investors still need to consider that the company has a huge debt load after issuing debt and equity to stay alive when there were no sales. It just means you missed the major jump.

Debt 244

Debt Amortization Depreciation Earnings Before Interest 244

The Motley Fool

FEBRUARY 12, 2024

The company now holds a significant amount of debt. Management plans to divest non-core assets to accelerate the paydown of that debt. It did something similar following the Anadarko acquisition in 2019 and the subsequent drop in oil prices in 2020. As a result, she sees oil climbing to $80 per barrel by the end of the year.

Conglomerates 240

Conglomerates Enterprise Values Debt Amortization 240

The Motley Fool

JULY 21, 2024

Academy Sports initiated its public offering in October 2020, so the stock is still relatively young. While management waits for consumer demand to recover, it is aggressively allocating capital toward reducing its debt and repurchasing stock. The company decreased its net debt from $291.6 At recent share prices, that $0.11

Debt 245

Debt Shareholders Stakes Prospects 245

The Motley Fool

APRIL 19, 2024

Energy Transfer let investors down, again Energy Transfer cut its dividend in half in 2020 during the deep energy-sector downturn that was caused by the coronavirus pandemic. Energy Transfer warned that consummating the transaction would require taking on huge amounts of debt, a distribution cut, or both.

Assets 246

Assets Debt Shareholders Portfolios 246

The Motley Fool

DECEMBER 29, 2023

Shares dropped below $50 in October for the first time since the pandemic lows of early 2020. That has led to significant growth in the funds from operations (FFO) it taps to return capital to shareholders. That helps Brookfield Infrastructure achieve the 5% to 9% annual growth target it has set for distributions to shareholders.

Bidding 246

Bidding Shareholders Debt Stakes 246

The Motley Fool

SEPTEMBER 21, 2023

A challenging past and present Nikola hit public markets through a reverse merger with a special purpose acquisition company (SPAC) in June 2020. A company's past results don't necessarily reflect future performance, but it can give clues about whether or not its business strategy creates shareholder value. With just $226.7

Mergers and Acquisitions 246

Mergers and Acquisitions Shareholders Prospects Debt 246

The Motley Fool

DECEMBER 31, 2023

Such companies consistently grow their profits year after year and elect to return those higher profits to shareholders. And when those stocks trade at a fair value, they can provide exceptional returns for shareholders. Buffett first purchased shares in 2020, following the merger with Sprint. T-Mobile T-Mobile U.S.

Shareholders 257

Shareholders Debt Portfolios Banks 257

The Motley Fool

NOVEMBER 27, 2023

You can see below that Illinois Tool Works has seen the occasional bump; revenue declined during recessions in 2001, 2009, and 2020. I've seen numerous companies harm shareholders with massive debt-fueled acquisitions that put the balance sheet in peril. While Illinois Tool Works leans on debt, it doesn't do so too heavily.

Conglomerates 246

Conglomerates Amortization Depreciation Debt 246

The Motley Fool

AUGUST 25, 2024

However, the shares remain 35% below their 2020 highs, and the dividend isn't expected to be increased for a little while as management focuses on paying down debt. The cash from the sale is expected to be used to pay down debt and invest in the business. For dividend investors, the first big step is going to be debt reduction.

Debt 246

Debt Assets Shareholders Capital Investments 246

The Motley Fool

AUGUST 23, 2024

This pays shareholders $3.16 Also, despite the rising stock price, shareholders earn a dividend yield of almost 5.3%, comparable to some CD interest rates in today's market. Assuming the lower interest rates allow Realty Income to refinance debt or fund more projects and acquisitions, lower rates should help boost profits.

Mergers and Acquisitions 246

Mergers and Acquisitions Bidding Prospects Depreciation 246

The Motley Fool

MAY 12, 2024

Over the next several years, the company expects to free up another $1 billion in annual free cash flow due to cost savings related to its midstream and downstream assets, plus reductions to its total debt levels. Berkshire has also owned its Chevron stake longer than its Occidental position, first purchasing shares back in 2020.

Stakes 246

Stakes Shareholders Assets Leveraging 246

The Motley Fool

DECEMBER 14, 2023

12, 2024 to shareholders of record as of the close of business on Dec. Previous special dividends were paid in 2012, 2015, 2017, and 2020 in the amounts of $7, $5, $7, and $10, respectively. billion to shareholders. Support for a high stock price A robust special dividend comes at a good time for shareholders.

Shareholders 246

Shareholders Debt Returns Funds 246

The Motley Fool

SEPTEMBER 22, 2024

A large portion of those stable earnings and cash flows goes to its shareholders. To put some numbers to that, Energy Transfer aims to pay out a little over 50% of its distributable cash flows (DCF) in dividends, invest up to 40% of DCF in growth, and use the remaining cash to pay debt and repurchase shares in the long term.

Shareholders 245

Shareholders Assets Debt Returns 245

The Motley Fool

AUGUST 1, 2023

These are stocks that pay out a large percentage of their earnings to shareholders in the form of dividends. Some may have unsustainable payouts, declining businesses, or high debt levels that could jeopardize their dividends in the future. AbbVie has a solid track record of rewarding its shareholders with dividends.

Debt 246

Debt Shareholders Leveraging Accounting 246

The Motley Fool

JULY 29, 2024

Despite its impressive performance in 2020 and 2021, it's no secret that Pfizer (NYSE: PFE) is in the process of reinventing itself. But that just means the company has an incentive to make big plays and take big risks to delight its shareholders. billion in debt, giving it a debt-to-equity ratio of 0.7.

Enterprise Values 240

Enterprise Values Bidding Debt Assets 240

The Motley Fool

MARCH 16, 2024

trillion in dividends to their shareholders in 2023. It was the leader in 2020, placed second in 2021, and was third in 2022. Meanwhile, it ended last year with $81 billion in cash and short-term investments on its balance sheet against $74 billion in debt. That was a record amount of cash payments, 5% above 2022's total.

Companies 244

Companies Debt Shareholders Returns 244

The Motley Fool

AUGUST 29, 2023

banks below the level of global systemically important banks (G-SIBs) with more than $100 billion in assets would be required to raise and hold more long-term debt as a source of capital to protect against deposit losses. The debt in question would be subordinate to deposits and to general unsecured creditors.

Banks 244

Banks Investors Debt Financial Services 244

The Motley Fool

OCTOBER 12, 2024

The company had to cut its distribution in half in the fall of 2020 after it had gotten over its skis with its debt and needed to reduce its leverage. The sell case for Energy Transfer While Energy Transfer has newfound discipline, that hasn't always been the case.

Enterprise Values 246

Enterprise Values Shareholders Leveraging Debt 246

The Motley Fool

NOVEMBER 6, 2024

Saylor's bullish outlook Michael Saylor made headlines when he used his company's cash reserves to start accumulating Bitcoin in August 2020. Saylor hasn't shied away from his goal, which is to raise money in the capital markets via equity and debt to continue buying more Bitcoin. But the times could be changing.

Assets 246

Assets Shareholders Capital Debt 246

The Motley Fool

AUGUST 21, 2024

Here's why (I think) Snowflake stock is out Berkshire Hathaway invested in Snowflake stock during its 2020 initial public offering (IPO), which may be the only time it bought an IPO stock. This leaves ample cash for rewarding shareholders. Moreover, it doesn't have any debt, meaning creditors don't have any claim on its future profits.

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Initial Public Offering Conglomerates Shareholders Capital 246