The Motley Fool

NOVEMBER 26, 2024

Chevron has invested in quality over quantity, giving it a diversified asset portfolio that can break even at lower oil prices. To top it all off, Chevron has an elite balance sheet with very low leverage. Because of the deal, Oxy entered the oil and gas downturn of 2020 overleveraged and saw its stock price fall to single digits.

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Stakes Leveraging Banks Debt 245

The Motley Fool

OCTOBER 20, 2024

You could fill your portfolio with stocks that offer ultra-high yields upfront, but dividend yields generally rise because the market doesn't expect significant increases. Read on to see why investors want to add these stocks to their portfolios and hold them for at least a decade. annually since 2020. The stock offers a 3.4%

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The Motley Fool

JANUARY 21, 2024

While that's hardly an uncommon after-effect of a large acquisition, leverage can be both a powerful tool for good and a huge burden. It quickly turned into the latter when the coronavirus pandemic started to spread in 2020. The oil industry rebound following the crash in 2020 helped materially in that.

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Leveraging Debt Investors Returns 246

The Motley Fool

MARCH 10, 2024

of Berkshire's portfolio. In 2020, Oxy cut its dividend from $0.79 Oxy is also known for using debt and leveraging up its balance sheet, which it will do to pay for its pending CrownRock acquisition. Others, like Apple, Chevron, and Oxy, are more recent additions to the portfolio. Image source: Getty Images.

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The Motley Fool

MAY 17, 2024

They also have geographic diversification via global asset portfolios. Notice that as the price of oil dropped in 2020, which crushed revenue and earnings for energy companies, Exxon and Chevron both increased their leverage. The best time to buy? Consider when Nvidia made this list on April 15, 2005.

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Leveraging Debt Assets Returns 245

The Motley Fool

NOVEMBER 7, 2024

They often have very high dividend payout ratios and leverage ratios , which puts them at a higher risk of needing to cut their dividends if they run into financial trouble. leverage ratio, well below the 4.0 leverage ratio its stable cash flows can support. in the coming years. Here's a look at what fuels that view.

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Leveraging Taxes Returns Portfolios 245

The Motley Fool

OCTOBER 8, 2024

I first added the midstream giant to my portfolio in early 2020, right before the pandemic hit. It repaid debt, which steadily drove down its leverage ratio. Today, Energy Transfer has a strong investment-grade balance sheet with a leverage ratio in the lower half of its 4.0-to-4.5x times target range.

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Investing Leveraging Amortization Depreciation 246

The Motley Fool

JULY 1, 2024

The company entered the commercial market at a later stage, leveraging its expertise and experience gained from serving government clients. So, while Palantir can leverage its common software platform and experience, it must tailor solutions to help various customers tackle their respective operations. Don't get me wrong.

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Leveraging Investors Returns Companies 245

The Motley Fool

JANUARY 22, 2025

Similarly, Chevron expects to deliver further structural cost savings of $2 billion to $3 billion by 2026 while maintaining a low-cost, high-margin production portfolio. Higher risk, higher potential reward The greatest beneficiaries of higher oil prices are leveraged companies or companies with higher breakeven levels.

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Leveraging Debt Capital Assets 246

The Motley Fool

NOVEMBER 26, 2023

of its public equity portfolio and making it the fifth largest position behind Apple , Bank of America , American Express , and Coca-Cola. The company first bought shares in Q3 2020, cut the position in 2021, then began building it up again in Q3 2021. Chevron can afford the deal without overly leveraging itself.

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Mergers and Acquisitions Banks Leveraging Debt 240

The Motley Fool

OCTOBER 28, 2024

Meanwhile, the bulk of its portfolio, 83.3%, consists of rental properties that other healthcare companies operate under long-term triple net ( NNN ) master leases. Steady growth Omega Healthcare Investors has grown steadily over the years by investing in expanding its portfolio. It also has real estate loans, accounting for 12.3%

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The Motley Fool

SEPTEMBER 2, 2024

Shares skyrocketed 530% from their March 2020 low to their all-time high in July 2021, driven by monster success fueled by consumers spending more time at home. Revenue jumped more than 55% in both 2020 and 2021. This tells me that the content publishers have the negotiating leverage. Investors need to be aware of these risks.

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Amortization Depreciation Earnings Before Interest Leveraging 246

The Motley Fool

OCTOBER 2, 2024

Berkshire Hathaway 's portfolio features every stock Buffett likes so much that he's put the conglomerate's money on the line. Not every stock in Berkshire's portfolio is a great choice to buy with the current market dynamics. The short-term reason is that the Federal Reserve is cutting interest rates for the first time since 2020.

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Conglomerates Leveraging Portfolios Returns 246

The Motley Fool

AUGUST 10, 2024

From 2020 to 2023, ASML's revenue grew at a compound annual growth rate (CAGR) of 25%. Meta Platforms Meta Platforms, the parent company of Facebook, Instagram, Messenger, and WhatsApp, leverages AI to analyze its user data and craft targeted ads. It served 3.27 It served 3.27 Consider when Nvidia made this list on April 15, 2005.

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Leveraging Returns Investors Companies 246

The Motley Fool

JUNE 21, 2024

Let's start with leverage. Cruise lines took on a lot of additional debt during the pandemic-related shutdown in 2020 that lasted well into 2021. Leverage isn't typically a positive thing, but let's play this out. Carnival's market cap is $20 billion. Its debt-saddled enterprise value is almost $50 billion.

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Enterprise Values Debt Leveraging Returns 246

The Motley Fool

AUGUST 12, 2024

After peaking in 2020 at $306, it has gone nowhere but down, trading at just $77 as of writing. PDD leverages its huge short-video user base to offer livestreaming e-commerce services, an area where Alibaba was the incumbent. It's been frustrating for investors in Alibaba (NYSE: BABA) stock.

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Leveraging Amortization Earnings Before Interest Stakes 246

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. After leveraging its balance sheet to acquire CrownRock -- a shale producer with assets in the Permian Basin -- the company is set to make around $260 million in additional cash flow for every $1 increase in oil prices.

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The Motley Fool

FEBRUARY 12, 2024

His most recent purchase for Berkshire Hathaway's portfolio amounted to about $246 million. It did something similar following the Anadarko acquisition in 2019 and the subsequent drop in oil prices in 2020. That leverage puts added pressure on management if oil prices decline in the future, making it less profitable to drill.

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Conglomerates Enterprise Values Debt Amortization 240

The Motley Fool

AUGUST 6, 2023

Apple At a stake worth over $150 billion, Apple (NASDAQ: AAPL) represents nearly 50% of Berkshire's portfolio, making the tech company by far and away the largest position it holds. For Berkshire, that meant its position in Apple grew from 5.39% in 2020 to 5.55% in 2021 without purchasing a single share. times EBITDA. times EBITDA.

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Stakes Debt Leveraging Shareholders 246

The Motley Fool

AUGUST 24, 2023

That all came to a head in 2020 when deteriorating market conditions during the pandemic left the midstream company with no choice other than to slash its distribution so it could retain additional cash to shore up its finances. Energy Transfer has since reduced its leverage ratio to its target range of 4 to 4.5 That changed this year.

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Mergers and Acquisitions Leveraging Debt Finance 246

The Motley Fool

APRIL 5, 2024

In 2020, Amazon's revenue surged 38% after the pandemic drove more people to shop online and more businesses upgraded their cloud-based services. Its earnings per share ( EPS ) jumped 82% in 2020 and 55% in 2021, but it reported a loss in 2022 as its investment in the struggling EV maker Rivian withered. in 2020 to 6.4%

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Leveraging Returns Investors Portfolios 246

The Motley Fool

DECEMBER 29, 2023

But in 2020, it ordered tens of thousands of top-tier ASIC miners and rebranded itself as a pure-play Bitcoin miner. Marathon's revenue soared from $4 million in 2020 to $150 million in 2021 as it deployed its first miners. but its leverage could keep rising as it brings its new miners and plants online.

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Enterprise Values Debt Leveraging Accounting 245

The Motley Fool

APRIL 27, 2024

Metric Fiscal 2019 Fiscal 2020 Fiscal 2021 Fiscal 2022 Fiscal 2023 Stock Buybacks $66.1 AAPL Net Total Long Term Debt (Quarterly) data by YCharts Apple doesn't rely on leverage to operate its business. Therefore, Apple's true "cash position" is even better than its leverage ratios would indicate. billion on buybacks and $72.5

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Stock Market Stock Market Leveraging Banks 246

The Motley Fool

AUGUST 23, 2023

Here's a closer look at three stocks Buffett has added to the Berkshire portfolio that you might want to step into (or buy more of) before August comes to a close. of Berkshire's total portfolio, which is actually a lot, given the fund's top-heavy makeup. Buffett (through Berkshire) doesn't own a whole lot of this company any longer.

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Stakes Conglomerates Banks Capital 245

The Motley Fool

OCTOBER 19, 2024

Want to give you portfolio a big advantage? His portfolio has beaten the market for decades, and choosing from stocks he's already purchased instantly gives your portfolio a leg up on the competition. In 2020, they fell below $25 per barrel. It could be its leverage to rising oil prices. Bullish on oil?

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Leveraging Stakes Finance Financing 245

The Motley Fool

AUGUST 27, 2024

The conglomerate's portfolio includes a host of high-quality stocks like Apple , Coca-Cola , and American Express , but in 2020, it acquired a small stake in cloud computing company Snowflake (NYSE: SNOW). All three tech giants have diverse portfolios of other growing businesses, which Snowflake doesn't have.

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Conglomerates Leveraging Stakes Portfolios 245

The Motley Fool

SEPTEMBER 17, 2023

Carey owns a large, well-diversified, income-producing commercial real estate portfolio. The REIT's net lease portfolio generates very stable rental income because tenants cover three big inflation-driven costs (maintenance, building insurance, and real estate taxes). in 2020 and 2021. Acquisitions are W.P.

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Leveraging Taxes Debt Portfolios 246

The Motley Fool

JUNE 22, 2023

Her flagship fund, the Ark Innovation ETF , gained 149% in 2020. Zoom Video Communications (NASDAQ: ZM) is the third-largest holding in the Ark Innovation ETF's portfolio at the moment. This spring, Zoom unveiled a new set of still-experimental features that leverage generative AI to support chat, email, and meeting summaries.

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Asset Management Leveraging Assets Portfolios 263

The Motley Fool

MAY 14, 2024

Memes and short squeezes Yesterday started a major run-up in stocks that were popular in the 2020 and 2021 meme craze, including SunPower, Sunnova, and Sunrun. If that's the case, any improvement would provide operating leverage if demand does return. Sunnova Energy International (NYSE: NOVA) was up as much as 32.8%

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Bidding Leveraging Prospects Debt 245

The Motley Fool

NOVEMBER 2, 2024

For the year, MicroStrategy is up a resounding 264%, and since 2020, it has outperformed every single S&P 500 stock. MicroStrategy has been on a Bitcoin buying spree since 2020, and makes regular Bitcoin purchases nearly every month. So is MicroStrategy really on track to become the first $1 trillion crypto stock?

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Investment Banking Investment Banks Banks Assets 246

The Motley Fool

APRIL 26, 2024

billion in the early stages of the pandemic by buying hedges on bond prices crashing, which paid off when markets plunged in March 2020. He owns only eight stocks, so he's not afraid to have a concentrated portfolio. And, among other things, he's known for turning $27 million into $2.6

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Hedge Funds Leveraging Stakes Debt 246

The Motley Fool

DECEMBER 23, 2023

Adjusted earnings in 2021 rose 30% versus 2020 and hit a record of $10.48 High leverage, slowing sales, and weak margins were all contributing factors. But Stanley Black & Decker has been working to get back on track by reducing leverage, cutting costs, and raising prices, among other things. and $12.50

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Leveraging Returns Investors Companies 246

The Motley Fool

MAY 13, 2024

SoFi has historically relied on lending Early on, SoFi focused on helping people refinance their student loans, which was its bread-and-butter business until the pandemic hit in early 2020. From 2020 to 2023, SoFi's personal loan originations went from $2.6 One area SoFi pivoted into was personal lending. billion to $13.8

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Banks Financial Services Leveraging Accounting 236

The Motley Fool

JANUARY 22, 2024

The short answer is cost reduction, portfolio optimization, added earnings from its not-yet-completed acquisition of Pioneer Natural Resources , and growing production from key profitable plays, namely offshore Guyana and the Permian Basin. In 2020, ExxonMobil booked its worst annual loss in company history, losing $22.4

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Debt Stakes Leveraging Capital 245

The Motley Fool

JULY 27, 2024

There are two main reasons this company should join your portfolio today. These new features are monetized and the creator gets paid whenever a Shopify user leverages their creation. In 2020, when revenue growth rates were above 100% per year, shares traded above 60 times sales! These businesses all benefit from network effects.

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Leveraging Investment Horizon Portfolios Returns 246

The Motley Fool

OCTOBER 20, 2024

However, most of the company's value now sits in Bitcoin , which management continually acquired since 2020. Executive Chairman Michael Saylor is among Bitcoin's most dedicated supporters and wants to eventually leverage MicroStrategy's assets to create a Bitcoin investment bank. The company funds this primarily with convertible bonds.

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The Motley Fool

JUNE 22, 2024

Big oil, big capital return programs It's been a good run for integrated oil majors like Chevron and ExxonMobil, which have seen their stock prices go from 15-year lows to all-time highs between 2020 and 2023. Leading up to the pandemic, Chevron was in a stronger financial position and had less leverage than Exxon. P/E ratio, a 2.7%

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Mergers and Acquisitions Investing Leveraging Debt 245