The Motley Fool

DECEMBER 25, 2023

What's more, Elon Musk has proven to be a significant liability for Tesla. More than a half-dozen price cuts for Model's 3, S, X, and Y in 2023, coupled with rising inventory levels over the past two years, suggests the world's largest automaker by market cap has a demand problem. to 7.6%) over the trailing year, ended Sept.

Asset Management 246

Asset Management Assets Liabilities Stock Exchanges 246

The Motley Fool

NOVEMBER 12, 2024

Annaly is a world-class asset manager and in our business this flywheel effect that we have been driving for decades now is really impressive, 85% recapture rates. And recapture rate is the thing that allows an asset manager to protect against CPR or protect against prepayment risk. You mentioned the $70 billion.

Companies 241

Companies Leveraging Collateral Asset Management 241

The Motley Fool

MAY 10, 2024

It also sold a 75% interest in five Utah hospitals leased to an affiliate of CommonSpirit Health to an institutional asset manager for $1.1 If Steward can sell additional hospital operations to financially stronger tenants, it would turn those properties from a liability to an asset for the REIT.

Portfolios 246

Portfolios Prospects Assets Liabilities 246

The Motley Fool

JULY 30, 2024

Walgreens is contending with a number of headwinds, which includes growing competition from online pharmacies, an increase in theft ("shrinkage") in some of its stores, and high levels of debt/operating lease liabilities. These challenges have led Walgreens' management team to implement a laundry list of changes.

Initial Public Offering 244

Initial Public Offering Exchange-Traded Funds Asset Management Liabilities 244

The Motley Fool

AUGUST 28, 2023

While paying out billions of dollars to settle these claims may be a temporary speed bump for Johnson & Johnson, it has a relatively pristine balance sheet and ample cash flow to cover whatever financial liability it ultimately faces.

Asset Management 244

Asset Management Liabilities Assets Stakes 244

The Motley Fool

DECEMBER 7, 2023

Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5% Even if Verizon were to eventually face some form of monetary liability, this would be determined by the U.S. Dividend stocks also offer a history of outperformance.

Liabilities 245

Liabilities Investing Legal Asset Management 245

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

FEBRUARY 28, 2025

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. Ryan will discuss our NAV per share increase in more detail.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

DECEMBER 30, 2023

And they also have Boston Omaha asset management, which is a collection of other assets the company owns. It owns as the name implies an asset manager, and it owns a few other little interesting investments that it bundled into one division. Ricky Mulvey: Let's focus on the asset management business.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

JULY 30, 2023

Morgan Asset Management, the wealth management division of banking giant JPMorgan Chase , released a report that compared the annualized performance of publicly traded companies initiating and growing their payouts to companies that didn't offer a dividend. Back in 2013, J.P. Although the company proposed an $8.9

Investing 246

Investing Conglomerates Buyout Liabilities 246

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. How do you think about under normal circumstances matching future liabilities with, with liquidity or cash flows?

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Big Picture

MAY 6, 2023

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. This week, we speak with Julian C.

Asset Management 121

Asset Management Leveraging Liabilities Assets 121

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. My examples of overpriced, low-performing, abusive account management have been derided as outliers. He was aghast over this. But I digress.

Asset Management 141

Asset Management Assets Legal Liabilities 141

The Motley Fool

APRIL 11, 2024

Another catalyst that may have sent billionaires running for the proverbial hills is the July report from The Wall Street Journal that alleged legacy telecom companies could face massive cleanup costs and health-related liabilities tied to their use of lead-clad cables. Ultra-high-yield dividend stock No. court system.

Asset Management 130

Asset Management Liabilities Assets Leveraging 130

The Motley Fool

JANUARY 9, 2024

American Tower (NYSE: AMT) has agreed to sell its cell tower business in India to an affiliate of Brookfield Asset Management (NYSE: BAM). Strengthening its financial foundation American Tower's telecom tower business in India has been more of a liability in recent years. Brookfield Asset Management currently pays a 3.3%-yielding

Asset Management 130

Asset Management Assets Leveraging Debt 130

The Motley Fool

JUNE 22, 2023

The first -- its potential legal liabilities from manufacturing and using per- and polyfluoroalkyl substances (PFAS), and its sale of allegedly faulty combat arms earplugs -- gets most of the mainstream media attention. That said, there's only so much management can do about those liabilities now. Data source: 3M presentations.

Legal 130

Legal Liabilities Shareholders Asset Management 130

The Motley Fool

MAY 2, 2024

Professional Liability and General Liability portfolios. General Liability and Professional Liability product lines within our Insurance segment. Favorable development in the first quarter this year was most notable within our International Professional Liability and Marine and Energy product lines.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

AUGUST 20, 2024

Although AT&T refuted the WSJ 's findings, and any future liabilities (should there be any) would likely be determined in the notoriously slow U.S. court system, the climb back for AT&T's stock has been slow.

Liabilities 130

Liabilities Exchange-Traded Funds Asset Management Debt 130

The Motley Fool

APRIL 30, 2024

The three biggest sellers included (total shares sold in parentheses): Israel Englander of Millennium Management (1,689,322 shares) Jeff Yass of Susquehanna International (1,170,611 shares) Steven Cohen of Point72 Asset Management (1,088,821 shares) History provides a key reason for these highly successful billionaires to be skeptical of Nvidia.

Liabilities 130

Liabilities Asset Management Legal Assets 130

Pension Pulse

JULY 26, 2023

In February 2023 they published their latest benchmarking study, ranking 77 of the world’s largest asset managers’ approaches to responsible investment. (9) Given the audience for Pension Pulse, I take no pleasure in highlighting that the highest-ranked Canadian asset managers are D rated.

Asset Management 52

Asset Management Assets Capital Finance 52

Private Equity Wire

MAY 20, 2024

Oaktree could yet agree a short-term extension of the loan at a higher interest rate, giving Suning more time to sell the club, which has just claimed its 20th Serie A title, and use the proceeds to repay the California-based asset manager.

Debt 98

Debt Collateral Liabilities Asset Management 98

The Motley Fool

MAY 27, 2024

Although the prize of this purchase was General Re's reinsurance operations, General Re also owned a specialty investment company -- New England Asset Management (NEAM). The WSJ report suggests legacy operators like AT&T and Verizon could face hefty clean-up costs and health-related liabilities because of their lead-clad cables.

Portfolios 130

Portfolios Banks Liabilities Exchange-Traded Funds 130

The Motley Fool

JANUARY 23, 2024

The company has been bogged down with operational issues that have caused it to miss earnings expectations , and was also navigating multiple extended lawsuits and massive settlements related to product liability claims. The bull case for 3M revolves around its impressive collection of industrial assets. Is 3M a buy heading into 2024?

Legal 130

Legal Conglomerates Liabilities Asset Management 130

The Motley Fool

JUNE 13, 2024

While this isn't a concern to completely sweep under the rug, telecom companies are in no immediate danger of facing any financial liabilities associated with these allegations. This nearly 6.6%-yielding This makes the single-digit forward price-to-earnings (P/E) ratios and high-yields attached to legacy telecom stocks quite attractive.

Asset Management 130

Asset Management Assets Liabilities Portfolios 130

The Motley Fool

AUGUST 1, 2024

professional liability and general liability portfolios where we took underwriting actions to improve profitability. The one-point increase was due to higher attritional loss ratios on our professional liability and general liability insurance product lines as we remain prudent in adding margin to classes with challenging loss trends.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

The Motley Fool

FEBRUARY 27, 2025

With me today is Jeff Witherell, chairman and chief executive officer; Anthony Saladino, president and chief financial officer; Jim Connolly, executive vice president of asset management; and Anne Hayward, general counsel. Should you invest $1,000 in Plymouth Industrial REIT right now? Baird and Company -- Analyst James M.

Bidding 130

Bidding Capital Asset Management Assets 130

The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Charlie Lowrey -- Chairman and Chief Executive Officer Thank you, Bob, and thanks to everyone for joining us today.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

Private Equity Wire

SEPTEMBER 25, 2024

In an effort to secure the large group of direct lenders, Vista and Blackstone offered several concessions, including protections against liability management transactions. and Brigade Capital Management.

Debt 78

Debt Liabilities Finance Financing 78

Private Equity Wire

OCTOBER 23, 2024

The Bank of England (BoE) is intensifying its efforts to closely monitor risks in the non-bank financial sector, which includes private equity firms, hedge funds, and asset managers, according to a report by Institutional Investor.

Hedge Funds 87

Hedge Funds Buyout Private Equity Firms Private Equity Firms 87

The Motley Fool

DECEMBER 11, 2024

We are transforming the content supply chain for enterprises with Adobe GenStudio, which natively integrates multiple Adobe applications across Creative Cloud and Experience Cloud, including Express, Firefly, Workfront, Experience Manager, Customer Journey Analytics, and Journey Optimizer. The Motley Fool has a disclosure policy.

Education 243

Education Leveraging Taxes Portfolios 243

The Motley Fool

AUGUST 3, 2023

The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. This is primarily due to higher attritional loss ratios in our professional liability and general liability product lines.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

NOVEMBER 7, 2024

With me today is Jeff Witherell, chairman and chief executive officer; Anthony Saladino, executive vice president and chief financial officer; Jim Connolly, executive vice president of asset management; and Anne Hayward, general counsel. Connolly -- Executive Vice President, Asset Management Yes.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Asset Management Prospects Assets 130

The Motley Fool

MAY 20, 2024

Billionaires might also be leery of maintaining their positions in AT&T following the Wall Street Journal 's report in July 2023 that suggested legacy telecom companies could face sizable cleanup and environmental/health-related liabilities tied to the use of lead-sheathed cables.

Exchange-Traded Funds 130

Exchange-Traded Funds Debt Assets Asset Management 130

The Motley Fool

AUGUST 9, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

Private Equity Wire

OCTOBER 22, 2024

Strong professional skilled in Professional Liability, Directors’ and Officers’ Liability, Crime, Employment Practice Liability, ERISA and Cyber.

Mergers and Acquisitions 92

Mergers and Acquisitions Financial Institutions Liabilities Venture Capital 92

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147