The Motley Fool

APRIL 29, 2024

We have a packed agenda lined up for the next three days, and we're excited to see our customers, partners, analysts, shareholders, and employees, all in person to share our passion for BI, AI, bitcoin, and innovation. billion in equity in a manner that we believe to be creative to existing shareholders. Equity issuances.

Leveraging 246

Leveraging Debt Assets Shareholders 246

Private Equity Wire

NOVEMBER 6, 2024

Alperovich has extensive experience advising private equity sponsors and their portfolio companies on a broad range of transactions, including mergers and acquisitions, leveraged buyouts, minority and growth investments, joint ventures, carve-outs and divestitures, restructurings, SPACs and de-SPACs, and investments in general partners.

Leveraged Buyouts 96

Leveraged Buyouts Mergers and Acquisitions Buyout Asset Management 96

The Motley Fool

OCTOBER 19, 2024

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. That is, they acquire all sorts of additional assets that may not have the same return profile as the original well -- potentially squandering the original golden goose.

Leveraging 246

Leveraging Shareholders Debt Capital 246

The Motley Fool

OCTOBER 31, 2024

We also maintained our disciplined approach to capital deployment, while continuing to invest in our businesses and returning excess capital to shareholders. trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

AUGUST 8, 2024

It has jettisoned high-cost operations and recycled that capital to grow its higher-returning assets. This strategy continues to pay big dividends for shareholders. With further improvements ahead, the company continues sending more cash to its shareholders. billion, putting its net leverage ratio at around 0.6

Investors 245

Investors Shareholders Leveraging Debt 245

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders. gigawatts (GW) of assets in operation or under construction.

Asset Management 246

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The Motley Fool

FEBRUARY 12, 2025

During this time, I have connected with shareholders, customers and clients. The combination of these measures will ultimately deliver greater shareholder value. One, CVS Health's collection of assets, its reach, its connection with 185 million Americans, whether in our stores or clinics.

Leveraging 214

Leveraging Bidding Assets Shareholders 214

The Motley Fool

DECEMBER 14, 2024

The oil giant delivered industry-leading earnings, cash flow, and shareholder returns during the third quarter. It owes its leadership to its advantaged resource portfolio, which features several world-class assets that generate high margins. Finally, Exxon plans to continue leveraging its growing scale to reduce costs.

Assets 246

Assets Shareholders Capital Leveraging 246

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

MAY 12, 2024

Much of Occidental's production, including CrownRock's assets, is in high-decline areas. But high oil prices should keep these assets highly profitable. There's clearly something special about a company that can add significant shareholder value over a time period in which the price of its main product deteriorates.

Stakes 246

Stakes Shareholders Assets Leveraging 246

The Motley Fool

DECEMBER 4, 2024

It is so large that generating additional growth requires massive investments in new assets each year. Realty Income generates around 72% of its rents from retail assets, which tend to be smaller properties, while W.P. Carey's rents largely come from industrial assets (64% of the total), which tend to be larger properties.

Asset Management 246

Asset Management Assets Shareholders Leveraging 246

The Motley Fool

MAY 16, 2024

Dividends compensate patient shareholders for enduring the cyclicality of the oil patch. Operating a massive portfolio of green energy assets, Brookfield Renewable has demonstrated a strong commitment to rewarding shareholders, and its 4.8% The energy and utilities sectors are known for their high yields. at the current price.

Debt 246

Debt Shareholders Investment Horizon Capital 246

The Motley Fool

APRIL 27, 2024

Apple has the cash to step in and buy its stock, thereby reducing the share count and giving existing shareholders greater ownership of the company. Granted, it only yields 0.6%, but it's still a massive capital commitment for Apple to its shareholders. As of the first quarter of fiscal 2024, Apple's trove of these assets was $172.6

Stock Market 246

Stock Market Stock Market Leveraging Banks 246

The Motley Fool

NOVEMBER 7, 2024

In the quarter, we continue to execute against our strategy that is driving long-term growth and shareholder value. We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. Our first priority is to create shareholder value through Enact's growing market value and returns.

Legal 130

Legal Debt Shareholders Taxes 130

The Motley Fool

MAY 12, 2024

One of them was the use of artificial intelligence and machine learning to leverage PayPal's huge data trove and create more value for clients and expand its opportunities. It has enviable assets and tons of potential. A few themes emerged from Chriss' update on the first-quarter earnings call. So far, it's going well.

Leveraging 246

Leveraging Assets Accounting Financial Services 246

The Motley Fool

JANUARY 17, 2025

This reach is a key part of the company's allure as an investment, with its ability to leverage synergies supporting its market-leading advertising network. As long as the economic environment remains resilient, the company is well positioned to generate sustained profitable growth and reward shareholders.

Shareholders 130

Shareholders Leveraging Finance Financing 130

Private Equity Insights

SEPTEMBER 13, 2023

Mubadala Investment Company , Abu Dhabi’s sovereign investment arm, has formed a strategic partnership with New York-based alternative asset manager Blue Owl Capital as it seeks to co-invest in private credit opportunities amid a tightening monetary environment around the world.

Capital 246

Capital Investing Private Equity Firms Private Equity Firms 246

The Motley Fool

DECEMBER 2, 2023

With $19 billion in assets, it can generate quite a bit of money that way. The trouble with selling off assets is fewer assets means collecting far less rent. The trouble with selling off assets is fewer assets means collecting far less rent. And it'd be devastating for shareholders either way.

Debt 246

Debt Assets Liabilities Shareholders 246

The Motley Fool

JULY 7, 2023

Midstream companies like Enbridge own pipelines and other assets that help to move energy and largely charge fees for the use of their assets. But shareholders will likely see huge dividend increases when oil prices are high. Midstream companies tend to have consistent cash flows that support high dividend yields.

Debt 246

Debt Leveraging Assets Shareholders 246

The Motley Fool

JANUARY 5, 2024

Citigroup stock can't earn any respect Despite years of restructuring, Citigroup shares still trade at a 45% discount to book value , an easy-to-use metric that gauges how the market is valuing a bank's assets. Quite simply, the bank isn't able to squeeze as much profit out of its asset base. That's a huge gap. How has Citigroup fared?

Banks 245

Banks Leveraging Buyout Debt 245

The Motley Fool

FEBRUARY 19, 2025

We ended the fourth quarter with holding company cash and liquid assets of $294 million, which includes approximately $186 million in cash set aside for future obligations. Our first priority is to create shareholder value through our approximately 81% ownership stake in Enact. Slide 10 highlights our progress on the MYRAP.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

NOVEMBER 24, 2024

The average investor can easily find new investment ideas by following well-known asset managers. In the Ark Innovation ETF , the flagship product that the asset manager offers to clients, fintech enterprise Block (NYSE: SQ) is a top holding. of the assets. Block is the third largest holding in that fund, making up 6.3%

Initial Public Offering 246

Initial Public Offering Asset Management Assets Leveraging 246

The Motley Fool

MARCH 3, 2024

Not only do they provide passive income, but they can also produce above-average total returns as they grow their earnings and shareholder payouts. These assets all produce reliable cash flows from fees or they have regulated returns. times leverage ratio. times leverage ratio its stable cash flow can support.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraging Shareholders Assets 246

The Motley Fool

JANUARY 30, 2024

The iShares Bitcoin Trust (NASDAQ: IBIT) from Blackrock (NYSE: BLK) was the first to reach $1 billion in assets under management less than one week after its launch. That title belongs to the Bitwise Bitcoin ETF (NYSEMKT: BITB) , which charges just 0.20% of assets under management. Both issuers are also offering generous fee waivers.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Mutual Funds Bidding 246

The Motley Fool

SEPTEMBER 10, 2023

Income that's leverage to rising oil prices Reuben Gregg Brewer (Pioneer Natural Resources): Unlike most companies, Pioneer Natural Resources has a variable dividend policy. The stock has followed along, which is a net benefit for shareholders, of course. billion in cash to buy Shell's assets in that same oil-rich region.

Shareholders 243

Shareholders Debt Leveraging Stakes 243

The Motley Fool

OCTOBER 12, 2024

The company has a solid history of finding assets that are ultimately more valuable as part of its integrated system than they are by themselves. 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.

Enterprise Values 246

Enterprise Values Shareholders Leveraging Debt 246

The Motley Fool

AUGUST 13, 2023

As a regulated investment company, Ares Capital must distribute at least 90% of its taxable income to shareholders as dividends. Its distributions are boosted by the use of leverage (borrowing). I think that the demand for Energy Transfer's midstream assets will remain strong over the next decade and beyond.

Initial Public Offering 246

Initial Public Offering Finance Financing Leveraging 246

The Motley Fool

MAY 4, 2024

It's fairly easy to understand what property owning REITs do: They buy physical assets and lease them out to tenants. For starters, that's more like a mutual fund model than a typical REIT model, given that there are no operating assets involved. It's pretty openly telling shareholders what they should be focusing on: total return.

Returns 246

Returns Capital Initial Public Offering Mutual Funds 246

The Motley Fool

DECEMBER 4, 2023

Yet the strong performance on Wall Street might have kept many mainstream investors from noticing what was happening in the cryptocurrency markets, where Bitcoin (CRYPTO: BTC) and many other digital assets posted sharp gains as well.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Leveraging Finance 246

The Motley Fool

OCTOBER 29, 2024

With our industry-leading brands that excel in each of their respective segments, the most innovative fleet and destinations, and the best people who are focused on delivering a lifetime of vacations for our guests, we focus on winning share from the large and attractive travel industry while delivering long-term shareholder value.

Leveraging 130

Leveraging Capital Debt Shareholders 130

The Motley Fool

OCTOBER 12, 2024

Enterprise owns energy infrastructure like pipelines , storage, refining, and transportation assets that are vital to the energy sector's operation. Enterprise generates reliable cash flows based on the use of its assets, so the often-volatile prices of oil and natural gas don't really have that big an impact on its financial results.

Leveraging 246

Leveraging Assets Capital Taxes 246

The Motley Fool

OCTOBER 20, 2024

Ideally, MicroStrategy creates value for shareholders by increasing the amount of Bitcoin it holds faster than the share count rises due to the issued equity. 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.

Consultants 241

Consultants Consulting Leveraging Investment Banks 241

The Motley Fool

NOVEMBER 26, 2024

Thus far, shareholders have been lucratively rewarded by the company's vision for Bitcoin's future, as it continually accumulates Bitcoin with the hope that it becomes globally adopted as a digital source of value. The debate with Bitcoin is that it's a digital asset. That means MicroStrategy's Bitcoin assets ($27.9

Debt 246

Debt Assets Leveraging Banks 246

The Motley Fool

NOVEMBER 2, 2024

First, REITs are designed to pass income on to shareholders in a tax-advantaged fashion. It buys a physical asset (some kind of building) and leases it out to a tenant, collecting rent along the way. Very often leverage is employed in an effort to enhance returns. What does AGNC Investment do? Then there's the lofty 14.5%

Investing 246

Investing Assets Leveraging Taxes 246

The Motley Fool

MARCH 13, 2025

In addition to the opportunity to increase sales and ultimately realize further growth in the pOpshelf banner, we are also able to leverage learnings from this banner and apply them in our non-consumable categories in our Dollar General stores to further strengthen that offering for our DG customers. per share.

Leveraging 130

Leveraging Depreciation Shareholders Capital 130

The Motley Fool

OCTOBER 20, 2024

For decades, ADM has leveraged its enormous global asset base to originate, process, and transport agricultural commodities between over 190 countries. As a BDC, Hercules Capital can avoid income taxes by distributing at least 90% of profits to shareholders as a dividend. yield if both dividends hold steady in 2025.

Stakes 246

Stakes Finance Financing Shareholders 246

The Motley Fool

OCTOBER 5, 2024

Amazon's profitability is piling up John Ballard (Amazon): Amazon has been a truly wealth-building investment for long-term shareholders. It's an asset-light, cash-rich business that creates strong financials for the whole company. Here's what three Motley Fool contributors have to say about these all-star companies. It has the No.

Leveraging 246

Leveraging Shareholders Capital Assets 246