The Motley Fool

JUNE 14, 2024

Despite that benefit, its stock never recovered from its high in early 2020 amid a pandemic and rising interest rates. This means the tenant pays the maintenance, taxes, and insurance costs, easing the burden on Realty Income. Currently, shareholders receive $3.15 per share in payout to common shareholders.

Mergers and Acquisitions 240

Mergers and Acquisitions Shareholders Taxes Accounting 240

The Motley Fool

OCTOBER 6, 2024

Although it is up significantly from its 2020 lows, high interest rates seem to have derailed a potential recovery. Under a net lease, the tenant covers maintenance costs, insurance, and property taxes, which works in Realty Income's favor. This may mean the stock will soon be ready to finally surpass its 2020 high.

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Shareholders Taxes Portfolios Returns 246

The Motley Fool

MAY 4, 2024

The real estate investment trust (REIT) owns about 15,500 single-tenant properties on net leases, meaning the tenant covers the maintenance, tax, and insurance costs. Moreover, the S&P 500 stock bills itself as the "monthly dividend company" since shareholders receive 12 payouts per year. Indeed, growth has been sluggish recently.

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Depreciation Taxes Shareholders Portfolios 246

The Motley Fool

SEPTEMBER 7, 2024

Making a bank withdrawal At last year's Berkshire Hathaway shareholder meeting, Buffett expressed his concerns about the banking industry. His reasoning, as he explained at this year's shareholder meeting, was his expectation that corporate tax rates will increase in the near future. Image source: The Motley Fool.

Banks 246

Banks Taxes Shareholders Stakes 246

The Motley Fool

JULY 17, 2023

The 5G transition provided T-Mobile an opportunity, and management seized it by purchasing Sprint in 2020. Warren Buffett outlined a potential income strategy for Berkshire shareholders that may apply here. Moreover, for income-seeking shareholders, Buffett proposed a better solution. Do the "sell-off" technique at T-Mobile?

Debt 246

Debt Taxes Shareholders Leveraging 246

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. This also weighed on the shares, which plunged nearly 60% in 2020. Moving forward, the stock could be in for more gains. Image source: Getty Images. billion, record third-quarter revenues of $7.9

Shareholders 130

Shareholders Debt Amortization Depreciation 130

The Motley Fool

NOVEMBER 26, 2023

When a big shareholder sells such a substantial amount, it can have a massive impact on the stock price. It's an effective tax planning strategy for stock investors. Donating shares to nonprofit organizations will provide two tax benefits. He started the Bezos Earth Fund to fight climate change and protect nature in 2020.

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Investors Taxes Bidding Leveraging 246

The Motley Fool

AUGUST 5, 2024

That's neither outrageous or unsustainable, to be clear, but given that tax rates on capital gains could soon be bouncing higher following their temporary reduction, now's arguably a better time than later for Berkshire to tweak its portfolio. Here's the thing: Buffett's tax concerns may or may not be your tax concerns.

Banks 246

Banks Taxes Stakes Prospects 246

The Motley Fool

AUGUST 23, 2024

The company specializes in net leasing of single-tenant commercial properties, meaning the tenant covers maintenance, insurance, and tax costs. 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.

Mergers and Acquisitions 246

Mergers and Acquisitions Bidding Prospects Depreciation 246

The Motley Fool

MARCH 17, 2024

Only 12% of its shareholders resided in the U.S. Equinor plans to grow its installed renewable energy capacity at a 50% compound annual rate between 2023 and 2030, reaching an installed capacity of 12 to 16 gigawatts (GW) by 2030, which will net an after-tax return of 4% to 8%. So it has let down shareholders before.

Shareholders 130

Shareholders Mergers and Acquisitions Capital Taxes 130

The Motley Fool

DECEMBER 29, 2023

They have lower fees, higher liquidity, and greater tax efficiency than most other types of funds. The JEPI provides shareholders with monthly income. Since its inception in 2020, it has delivered total returns on capital of 52.4% (assuming dividends were reinvested and before taxes). However, with over 3,000 active U.S.-based

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Exchange-Traded Funds Taxes Stock Exchanges Shareholders 246

The Motley Fool

MAY 11, 2024

They are required to pass through profits and losses to partners (or shareholders). The investors then pay their portion of the company's profits at their individual tax rate. This is a big selling point for investors, as they can deduct certain items to offset capital gains taxes.

Taxes 246

Taxes Active Investors Prospects Shareholders 246

The Motley Fool

FEBRUARY 27, 2024

The stock is not a long-term winner (yet) Despite such innovations, Airbnb stock has underperformed the market since its launch in December 2020. Even though it nearly doubled from that point, it has not increased significantly since its late-2020 debut. billion income tax benefit drove most of Airbnb's $4.8

Prospects 244

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The Motley Fool

MARCH 16, 2024

When BigBear.ai (NYSE: BBAI) went public by merging with a special purpose acquisition company (SPAC) in December 2021, it bore a striking resemblance to Palantir Technologies (NYSE: PLTR) , which went public through a direct listing in September 2020. even integrated Palantir's tools into its own modules before its public debut.

Mergers and Acquisitions 246

Mergers and Acquisitions Bidding Amortization Depreciation 246

The Motley Fool

DECEMBER 30, 2023

He also said selling some shares in 2020 for tax purposes was actually a mistake. He also said selling some shares in 2020 for tax purposes was actually a mistake. And given the fact that Apple's share price has climbed 47% since the end of 2020, he's probably right. That is to say, he'd love to own more of Apple.

Shareholders 246

Shareholders Stakes Taxes Accounting 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. It uses net leases , meaning tenants are responsible for taxes, insurance, and maintenance.

Debt 236

Debt Taxes Shareholders Returns 236

The Motley Fool

SEPTEMBER 16, 2024

In September 2020, e-commerce company Etsy (NASDAQ: ETSY) was included in the S&P 500 -- an index of about 500 of the biggest, most profitable U.S. Indeed, 2020 was a bumper year for the company, with revenue more than doubling from 2019. But this is merely a tax-timing issue. 23 -- just four years after joining. Here's why.

Prospects 246

Prospects Taxes Shareholders Returns 246

The Motley Fool

JANUARY 31, 2024

report is out, and it states: "Since 2020, the richest five men in the world have doubled their fortunes. billion in late 2023, up 737% from March 2020. Founders and CEOs of big companies often have much of their net worth tied up in company stock, and when the company's market value grows, so does the value of shareholders' holdings.

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Mutual Funds Exchange-Traded Funds Accounting Taxes 246

The Motley Fool

NOVEMBER 21, 2024

That's a big reason the bank's been able to -- with the exception of the pandemic-riddled 2020 -- maintain a healthy streak of yearly dividend growth. It's what's called a net lease REIT, which means it's the renter rather than the landlord that's responsible for costs such as taxes, insurance, and maintenance. isn't exactly thrilling.

Banks 244

Banks Taxes Shareholders Assets 244

The Motley Fool

JANUARY 6, 2025

The result included a 264 million after-tax charge for litigation expense as a result of a verdict the company intends to appeal. In its complaint filed in the California courts in 2020, Pacific Steel Group claimed, among other things, various restraints on trade by CMC. million, or a loss of $1.54 per diluted share, on sales of 1.9

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

The Motley Fool

SEPTEMBER 12, 2024

But all three companies have what it takes to steadily grow earnings and return value to shareholders over the long term. With Carrier's independence established in 2020, CEO Dave Gitlin could focus on this growth opportunity while divesting the noncore businesses and restructuring the company for growth. It currently trades at 8.5

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Enterprise Values Conglomerates Amortization Depreciation 246

The Motley Fool

MAY 14, 2024

billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and $1.2 It's telling that revenue declined in 2023, and not 2020 or 2021. The good news is that I saved some of the more potent aspects of the bullish argument for the end to justify at least holding Sirius XM if you are already a shareholder.

Amortization 246

Amortization Depreciation Earnings Before Interest Shareholders 246

The Motley Fool

AUGUST 25, 2023

The company can provide shareholder value without paying a dividend Berkshire Hathaway has found itself with a good "problem." Less than 10 years ago, shareholders took a vote on whether to establish a dividend, and 97% voted no. Berkshire Hathaway can provide shareholder value aside from stock price gains through share buybacks.

Investing 244

Investing Conglomerates Banks Shareholders 244

The Motley Fool

APRIL 16, 2024

Investors seeking passive income like to buy BDCs because these businesses don't have to pay income taxes as long as they return at least 90% of their earnings to shareholders as a dividend. Many fans of Elf Bar don't realize that the FDA banned flavored e-vapor products in 2020. per share, which works out to an 8.8%

Portfolios 246

Portfolios Hedge Funds Capital Business Development Companies 246

The Motley Fool

FEBRUARY 12, 2024

It did something similar following the Anadarko acquisition in 2019 and the subsequent drop in oil prices in 2020. He called her "an extraordinary manager" at Berkshire's 2023 Shareholder meeting in May. Management plans to divest non-core assets to accelerate the paydown of that debt. Buffett has a lot of confidence in Hollub.

Conglomerates 240

Conglomerates Enterprise Values Debt Amortization 240

The Motley Fool

JANUARY 9, 2024

Beginning in August 2020, Nio introduced its battery-as-a-service (BaaS) subscription as a way to keep early buyers loyal to the brand. The company's core product, the Lucid Air sedan, starts around $75,000 (with tax credits) and can cost close to a quarter of a million dollars with all available bells and whistles added.

Taxes 246

Taxes Shareholders Prospects Capital 246

The Motley Fool

OCTOBER 21, 2024

They are also popular with income-seeking investors because they can legally avoid paying income taxes by distributing nearly all their profits to shareholders as dividends. These specialty financiers fill the gap left by U.S. banks that have been dialing back their direct lending operations for decades.

Legal 244

Legal Capital Business Development Companies Taxes 244

The Motley Fool

MAY 11, 2024

released its first-quarter report and hosted its annual meeting of shareholders. million Apple shares in 2020. Another reason for the sale was to take advantage of lower federal tax rates on corporate capital gains, which Buffett fears might increase if the government's fiscal policy changes. Based on a closing price of $171.48

Stakes 243

Stakes Shareholders Taxes Capital 243

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. But importantly, the drops aren't too steep.

Conglomerates 246

Conglomerates Amortization Depreciation Debt 246

The Motley Fool

MARCH 25, 2024

The company claimed it could deliver a compound annual growth rate (CAGR) of 40%, taking revenue from $140 million in 2020 to $388 million in 2023 while expanding its gross margin from 30% to 50% and keeping its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins in the high teens.

Mergers and Acquisitions 242

Mergers and Acquisitions Investing Enterprise Values Amortization 242

The Motley Fool

AUGUST 29, 2024

His stock sale of Apple, for instance, may have more to do with concerns about capital gains taxes increasing and what effect that may have on Berkshire's shareholders than anything else. He doesn't sell due to economic conditions or forecasts. S&P 500 P/E Ratio data by YCharts. P/E = price to earnings.

Investors 246

Investors Banks Prospects Taxes 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. For perspective, this segment generated 195 billion yuan ($27 billion) in earnings before interest tax and amortization in fiscal year 2024. billion in fiscal 2024) and has started paying dividends to shareholders.

Leveraging 246

Leveraging Amortization Earnings Before Interest Stakes 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

JUNE 9, 2024

billion) in 2025, all while working to bring its net debt to adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio down to a range of 2.0 The main risk for British American Tobacco shareholders is that revenue and profit from new categories may not grow fast enough to offset declines in cigarette consumption.

Amortization 244

Amortization Depreciation Earnings Before Interest Stakes 244

The Motley Fool

MAY 24, 2024

Having raised its dividend for 27 consecutive years, York Water certainly warrants respect for increasing its payout to shareholders. Over the past 25 years, for example, the company has consistently grown earnings before interest, taxes, depreciation, and amortization (EBITDA) in line with revenue. forward-yielding dividend.

Investment Horizon 238

Investment Horizon Amortization Depreciation Earnings Before Interest 238

The Motley Fool

DECEMBER 23, 2023

Phillips 66 has demonstrated consistent interest in rewarding shareholders since it started paying a dividend in 2012. Further evidence of the company's commitment comes in the form of a recent announcement that the company has upwardly revised its target for shareholder distributions. in 2023 to 20% to 23% in 2027.

Shareholders 246

Shareholders Amortization Depreciation Earnings Before Interest 246

The Motley Fool

AUGUST 28, 2023

times adjusted EBITDA (earnings before interest, taxes, depreciation and amortization), but that it should go down to 2.3 Insiders just sold a bunch of stock Finally, Vertiv shareholders should know that its largest shareholder just sold a little more than half its shares earlier this month, and below the current stock price.

Amortization 246

Amortization Depreciation Earnings Before Interest Shareholders 246