The Motley Fool

NOVEMBER 1, 2023

Because savings accounts typically don't provide a very generous return on investment, it's really difficult to get rich just by sticking your money in savings. When you invest, you don't pay taxes on the money you put into your account, so each contribution doesn't reduce taxable income by as much.

Taxes 130

Taxes Financial Institutions Accounting Return On Investment 130

The Motley Fool

SEPTEMBER 3, 2023

That's despite the company planning to sell its natural gas assets, which currently contribute almost 20% to its cash available for distribution. The thing is, NextEra Energy Partners will sell its natural gas assets through 2025 to become a renewables pure-play. All of it makes this 6.5%-yielding

Prospects 246

Prospects Assets Taxes Financing 246

The Motley Fool

JANUARY 31, 2025

Specifically, interest in catastrophe bonds continue to grow as investors seek unique asset classes with uncorrelated returns, and Aon is the leading industry provider in cat bond placements. Moving to interest, other income and taxes on Slide 11. Also embedded in this guidance is an expected tax rate of 19.5%

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

MARCH 6, 2024

It's based on the average long-term rate of return on investments and the 4% rule for retirement account distributions. If you're not retaining a high-enough portion of your earnings, then you're highly unlikely to build enough assets to maintain your lifestyle in retirement. The 15% to 20% target isn't arbitrary.

Taxes 130

Taxes Accounting Assets Banks 130

The Motley Fool

JANUARY 10, 2024

And assuming you're in the 22% tax bracket for 2024 , reducing your taxable income by $1,500 would help you save about $330 of taxes. How are your investments performing? Did you get a strong return on investment (ROI) in the past year across your portfolio, or did some of your investments suffer a drawdown?

Exchange-Traded Funds 130

Exchange-Traded Funds Banks Taxes Accounting 130

The Motley Fool

NOVEMBER 12, 2024

In the quarter, pre-tax intangible asset amortization was $138 million including $86 million related to SRS. Excluding the intangible asset amortization in the quarter, our adjusted operating margin for the third quarter was 13.8%, compared to 14.5% In the third quarter, our effective tax rate was 24.4%, compared to 23.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Leveraging Debt 130

The Motley Fool

NOVEMBER 10, 2023

First, we have dedicated and talented employees managing a strong set of assets. We own a sizable fleet of high-quality renewable assets and an extensive development pipeline, and by no means will our assets be sold at a fire sale price. million net of tax. Our adjusted tax recovery was $8.1 million or $48.5

Taxes 130

Taxes Banks Depreciation Assets 130

The Motley Fool

APRIL 19, 2024

It has averaged a return on invested capital (ROIC) of about 12% over the past decade. If the company spends $3 billion to build a new project, it would earn $360 million a year in gross operating profit on that spending, which should also be similar to the cash flow the asset generates. Image source: Getty Images 3.

Enterprise Values 130

Enterprise Values Depreciation Leveraging Amortization 130

The Motley Fool

OCTOBER 31, 2024

This is driven by a noncash after-tax net realized investment loss of $1 billion or $3.69 This includes both the write-down of the remaining carrying value of the asset as well as the impairment of the dividend, which is recognized as a special item in the quarter. billion and pre-tax adjusted earnings grew 9% to $1.9

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

AUGUST 7, 2024

It's called ROUNTA which is Return on unleveraged net tangible assets. Should we start with the net tangible assets part? Some of our listeners will be familiar with a term called RONTA, which is return on net tangible assets, which is conceptually easier to understand. How's that for a word salad? I'm struggling.

Amortization 130

Amortization Debt Assets Taxes 130

The Motley Fool

NOVEMBER 2, 2024

Its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) also rose 5% to nearly $2.44 It noted that it has produced about a 12% return on invested capital over the past decade. This is because building long-life pipelines and other midstream assets is a capital intensive business.

Depreciation 130

Depreciation Debt Enterprise Values Amortization 130

The Motley Fool

FEBRUARY 7, 2025

Recycling capital in this way keeps our portfolio competitive, lower its capital expenses, and accelerates our return on invested capital, driving long-term core FFO growth. on property taxes and insurance, respectively. And we're doing that for tax efficiency purposes. billion of apartments and sold 3.8

Debt 189

Debt Leveraging Assets Bidding 189

The Motley Fool

DECEMBER 21, 2023

We made progress monetizing or eliminate -- or eliminating certain nonstrategic assets with the sale of our Northern Properties for $98 million in net cash proceeds, entering a water fallowing program in Yuma, Arizona for expected annual proceeds of $1.3 million, and exiting our unprofitable farming operations in Cadiz.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Debt Assets 130

The Motley Fool

OCTOBER 31, 2024

In other words, they're not backed by any underlying assets or collateral. Tax Considerations -- It's important to consider the tax implications of baby bonds. Consider talking with a tax professional, and be mindful of how these taxes could impact your overall returns on investment.

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

The Motley Fool

AUGUST 7, 2024

The results demonstrated the diversity and breadth of our oncology assets. These efforts will enhance our core distribution capabilities while continuing to invest in efficiencies to better serve our customers, partners, and patients. During the first quarter, we aligned all the oncology-related assets and teams, including the U.S.

Taxes 130

Taxes Leveraging Assets Capital 130

The Motley Fool

MAY 20, 2024

Homes and investments serve different purposes Even though homes are often seen as investments, that's not really accurate. An investment is an asset you purchase to make money. In the 2024 Cost vs. Value Report by Zonda, only three out of 23 types of remodels had a positive return on investment (ROI).

Investing 130

Investing Taxes Funds Portfolios 130

The Motley Fool

DECEMBER 3, 2023

Lifecycle services: Consulting, professional services (engineered-to-order solutions), cybersecurity, and asset management. An excellent way to quantitatively answer this question is to compare its return on invested capital (ROIC) to its peer group, as historically, companies with a higher ROIC have tended to perform better over time.

Professional Services 130

Professional Services Amortization Depreciation Earnings Before Interest 130

The Motley Fool

MARCH 16, 2024

A key part of being financially stable in retirement is beginning the saving and investing process as early as you can. Time and its effect on compound earnings are among investors' greatest assets. Before you prioritize your retirement savings and investing, be sure to knock down your credit card debt as much as possible.

Debt 130

Debt Taxes Funds Assets 130

The Big Picture

OCTOBER 30, 2024

The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week. You know, the job of a CEO is really to maximize the return on investment.

Shareholders 59

Shareholders Debt Taxes Funds 59

The Motley Fool

AUGUST 18, 2024

With over 7,100 locations, MTY Food Group operates the vast majority of its shops through a franchise model , giving the company an asset-light, high-margin profile. is down 40% from its high. Compared to its weighted average cost of capital (WACC) of 7%, the company consistently creates value for investors.

Mergers and Acquisitions 130

Mergers and Acquisitions Enterprise Values Debt Amortization 130

The Motley Fool

OCTOBER 22, 2024

The second phase, all of you remember, we sold -- we bought a lot of assets. And now we're also extending our TAM with a couple of larger investments we're doing all the way from Frontier, but also what we want to talk to in a second. So for me, this journey is now in a moment where we have the have the right assets.

Mergers and Acquisitions 246

Mergers and Acquisitions Capital Leveraging Shareholders 246

The Motley Fool

MARCH 20, 2025

Third, Tricolor is driving better asset utilization as we improve aircraft density and better leverage our surface network. This change is enabling us to better utilize our existing assets without adding capacity while meeting the needs of our customers. We are on track to complete the rollout in Canada by the end of April.

Leveraging 262

Leveraging Capital Banks Shareholders 262

The Motley Fool

JULY 30, 2024

model to investment in a diversified portfolio of assets that balance various risk and return profiles, we expect to expand and augment our long-term growth potential. First, we see that the fundamentals that have driven performance in the U.S. Second, by exporting our successful U.S. and Europe. First, just in the U.S.,

Leveraging 130

Leveraging Assets Capital Portfolios 130

The Motley Fool

MAY 7, 2024

Our loss before income tax increased to $39.6 Our network of Boots on the Ground agents known as JForce is a key asset to this expansion efforts. We are confident that we have the right strategy in place and are beginning to see real tangible return on investment. million from $29.2 million as compared to $27.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financing Finance Taxes 130

The Motley Fool

JULY 13, 2024

Inflation and higher interest rates have reduced the return on invested capital in commercial and residential solar projects, making the industry less attractive. Global exposure to a variety of companies The Invesco Solar ETF has just under $1 billion in net assets and 38 holdings. Image source: Getty Images. as materials.

Exchange-Traded Funds 130

Exchange-Traded Funds Fee Structure Funds Taxes 130

The Motley Fool

MARCH 27, 2025

3D printing is targeted at the enormous tail of the curve, meaning complex, low-volume, high-mix part types where injection molding tooling often presents a prohibitive return on investment for the OEMs. And with that, I'll now turn things over to Jeff Creech.

Accounting 245

Accounting Liabilities Capital Leveraging 245

The Motley Fool

FEBRUARY 4, 2025

We look forward to adding these high-quality luxury assets into our global portfolio while continuing to build upon their success. per share of noncash after-tax gain from the combination of JCPenney and SPARC Group. And I just expect more and more -- and more importantly, we're seeing return on investment.

Assets 130

Assets Portfolios Taxes Debt 130

The Motley Fool

MAY 6, 2024

Gains from investment activity in the first quarter were approximately $0.75 after-tax lower contribution compared to last year. Now, let me talk about other platform investments, affectionately known as OPI. billion and recorded a pre-tax and after-tax gain of $415 million and $311 million, respectively.

Taxes 130

Taxes Capital Assets Banks 130

The Motley Fool

AUGUST 12, 2024

These mines will be delivering new golden copper into the market at a highly opportune time, demonstrating the value of Barrick's long-term planning and investment strategy, as well as the enormous upside optionality embedded in our asset base. Should you invest $1,000 in Barrick Gold right now?

Assets 130

Assets Capital Liabilities Banks 130

The Motley Fool

JULY 23, 2024

Across Search, PMax, Demand Gen, and retail, we're applying AI to streamline workflows, enhance creative asset production and, provide more engaging experiences for consumers. Listening to our customers, retailers in particular have welcomed AI-powered features to help scale the depth and breadth of their assets.

Depreciation 246

Depreciation Bidding Leveraging Liabilities 246

The Motley Fool

AUGUST 6, 2024

In China, the category continues to be soft and evolving consumer preferences are proving to be challenging for Dr.Ci:Labo brand, contributing to the impairment of assets we described in our press release. For taxes, the second-quarter adjusted effective tax rate was 25.7%. In the U.S., Operator Thank you.

Banks 234

Banks Shareholders Taxes Portfolios 234

The Motley Fool

JANUARY 30, 2025

For the fourth quarter of 2024, GAAP results include a noncash after-tax mark-to-market pension charge of $506 million. Total after-tax transformation strategy cost of $73 million, after-tax asset impairment charges of $46 million and an after-tax cost related to the withdrawal from a multiemployer pension plan of $14 million.

Taxes 130

Taxes Securities and Exchange Commission (SEC) Capital Leveraging 130

The Motley Fool

OCTOBER 10, 2024

And following the Fitch upgrade in July, our balance sheet now has two investment-grade ratings and our dividend yield is in line with the S&P 500. Across much of the industry, there has been an accelerated pace of change and we are encouraged by the actions the industry is taking to improve profitability and returns.

Taxes 130

Taxes Leveraging Debt Legal 130

Pension Pulse

APRIL 18, 2024

Leduc didn’t directly address the merits of an Alberta pension plan but noted the CPP’s superior size and ability to pool assets. Others questioned the level of government involvement in both the national plan and a theoretical Alberta pension plan, with Leduc responding that CPP assets were “strictly segregated” from politicians.

Pension Funds 59

Pension Funds Investing Taxes Assets 59

The Motley Fool

OCTOBER 24, 2024

While we continue to pursue growth opportunities, the company will remain focused on its three long-standing, long-term financial tenets, those being to; maximize free cash flow, maximize return on invested capital, and returning excess free cash to our shareholders. On a GAAP basis, we recorded a tax expense of $4.7

Leveraging 130

Leveraging Debt Shareholders Taxes 130

The Motley Fool

NOVEMBER 12, 2024

We are encouraged to see that this new user cohorts are purchasing bigger basket sizes than older cohorts, giving us better returns on investments and improving our unit economics. We had a net income tax expense of $93 million in the third quarter of 2024 compared to net income tax expense of $62 million in the third quarter of 2023.

Financial Services 130

Financial Services Leveraging Financing Finance 130

The Motley Fool

JULY 25, 2024

While we navigate through the current challenges and pursue growth opportunities, the company will remain focused on its three long-standing, long-term financial tenants, those being to maximize free cash flow, maximize return on invested capital, and returning excess free cash to our shareholders. Christopher S.

Leveraging 130

Leveraging Debt Shareholders Taxes 130