The Motley Fool

NOVEMBER 7, 2024

We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. We remain very pleased with our approximately 81% ownership of Enact, which has contributed approximately $819 million in capital to Genworth since its IPO, including $81 million in the third quarter. More recently, both U.S.

Legal 130

Legal Debt Shareholders Taxes 130

The Motley Fool

AUGUST 16, 2024

Hawaiian Electric's share of the settlement liability is $1.99 The problem is that Hawaiian Electric only had $550 million in cash on its balance sheet as of June 30, and is also paying a lot in capital expenditures toward future wildfire prevention measures. Image source: Getty Images. billion in book value.

Liabilities 245

Liabilities Debt Finance Financing 245

The Motley Fool

FEBRUARY 19, 2025

Since Enact's IPO, Genworth has received $903 million in capital returns, including $289 million in 2024. Now to our third strategic priority, driving future growth with CareScout with innovative, consumer-focused aging care services and funding solutions. Overall, the net present value of our MYRAP increased by $3.2 billion in 2024.

Liabilities 130

Liabilities Legal Taxes Debt 130

Private Equity Wire

JANUARY 14, 2025

Blue Owl Capital is spearheading a private credit deal worth approximately $4bn for PCI Pharma Services, which, if finalised, would rank among the largest direct lending agreements of the year, according to a report by Bloomberg citing sources familiar with the matter. Pricing for the new debt is reportedly being negotiated at roughly 4.75

Liabilities 90

Liabilities Leveraging Debt Stakes 90

Private Equity Insights

JANUARY 31, 2025

AnaCap has taken a majority stake in Edge Group, an Italian insurance broking platform, marking one of the first investments for its latest flagship fund. Founded in 2014 and based in Milan, Edge provides a range of commercial insurance solutions, including liability, multi-risk policies, accident, and health coverage.

Stakes 130

Stakes Liabilities Financial Services Capital 130

The Motley Fool

SEPTEMBER 13, 2024

If you're a fan of exchange-traded funds, then you're also likely a fan of index investing. Indeed, the world's most-owned exchange-traded fund is the SPDR S&P 500 ETF Trust meant to mirror the world's best-known market barometer. of the fund's total assets. What if, however, you're indexing wrong? of the index.

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Accounting 245

The Motley Fool

JANUARY 6, 2025

steel import levels; construction activity; demand for finished steel products; the expected capabilities, benefits, and timeline for construction of new facilities; the company's operations; the company's strategic growth plan; legal proceedings; the company's future results of operations; financial measures; and capital spending.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Capital Shareholders 246

The Motley Fool

JULY 26, 2023

That provided the telecom giant with enough money to cover capital expenses (which declined by 4% to $10.1 The company wrapped up its C-band spending program to enhance its 5G network in the first quarter, funding the final roughly $1.8 As a result, capital spending has come down considerably. billion) and dividend payments ($5.5

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Leveraging Liabilities Capital Debt 246

The Motley Fool

MAY 29, 2024

Although some exposure to these stocks is OK, I'd encourage passive investors to opt for index funds that focus on broader growth markets such as cybersecurity, cloud computing, or artificial intelligence (AI). These are offered by employers and allow workers to allocate a portion of their paycheck each month to fund retirement.

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

The Motley Fool

FEBRUARY 1, 2024

According to a report issued last year by the Hartford Funds, in collaboration with Ned Davis Research, dividend-paying companies have generated an annualized return of 9.18% over the past half-century (1973-2022). Furthermore, any potential liabilities would likely be determined by the U.S. Though it closed out 2023 with $277.3

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

NOVEMBER 7, 2024

Charles Reynolds Lambert -- Vice President, Treasurer, and Managing Director of Capital Markets Good morning and welcome to the Medical Properties Trust conference call to discuss our third quarter 2024 financial results. Land and buildings are often an operator's single largest asset, and that must be funded with some form of capital.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

NOVEMBER 19, 2024

of the world's capital to 7% as more financial institutions opt to provide Bitcoin-related services. He also expects the crypto will eventually trade at higher volumes than the S&P 500 , under the premise that it will win over investors with its open, global, and free approach to the capital markets.

Companies 246

Companies Financial Institutions Enterprise Values Liabilities 246

The Motley Fool

JANUARY 17, 2024

The end of the crypto winter came in large part because of anticipation that the Securities and Exchange Commission (SEC) might finally grant approval to exchange-traded funds (ETFs) seeking to own Bitcoin directly. As a consequence, shares of Grayscale Bitcoin Trust plunged far below the value of the underlying Bitcoin that the fund owned.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Liabilities 246

The Motley Fool

OCTOBER 29, 2024

Rather than tackling the challenge of selecting individual dividend stocks, investors can turn to dividend-focused exchange-traded funds (ETFs) with low-expense ratios and high-quality holdings. The fund tracks the Morningstar U.S. The fund's largest positions demonstrate its focus on established market leaders.

Exchange-Traded Funds 246

Exchange-Traded Funds Liabilities Funds Taxes 246

The Motley Fool

DECEMBER 22, 2023

Much of that income will be made up of retirement account withdrawals and capital gains from investments in retirement. 1: Capital gains The U.S. In fact, many retirees can often sell long-term stock and bond holdings without any tax liability, thanks to a generous 0% tax bracket for capital gains. Pitfall No.

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Taxes Consultants Consulting Liabilities 246

The Motley Fool

NOVEMBER 12, 2024

This partnership allows us to expand our servicing portfolio in a capital-efficient manner. Relying on human capital to drive capacity likely means missing the opportunity entirely. billion of corporate cash used to self-fund loan originations. Last month, we announced a strategic subservicing partnership with Annaly.

Companies 241

Companies Leveraging Collateral Asset Management 241

The Motley Fool

SEPTEMBER 24, 2023

The benefits are nice, but the IRS requires you to hold funds in your account until age 59 1/2 if you want to avoid paying a penalty. You may benefit from Roth IRA conversions early on in your retirement to lower your overall tax liability over your lifetime. First is when you pay taxes. A Roth IRA helps avoid that big pitfall.

Taxes 246

Taxes Liabilities Accounting Capital 246

The Motley Fool

OCTOBER 15, 2024

Both stocks benefited from Bitcoin's recovery, but investors seemed more impressed by MicroStrategy's simple strategy of accumulating it than Marathon's capital-intensive approach of mining it. Marathon sells its own Bitcoin holdings to fund its operations, but it still held 26,842 bitcoins, worth about $1.7 Image source: Getty Images.

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The Motley Fool

SEPTEMBER 20, 2024

However, its planned $25 billion to $27 billion in capital expenditures over the next year will take a considerable toll on its balance sheet. Intel will turn that business into a separate subsidiary, giving it its own operating board and the ability to raise capital separately.

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Liabilities Capital Assets Returns 239

The Motley Fool

JULY 30, 2024

Regardless of your risk tolerance or interests, there's bound to be individual stocks and/or exchange-traded funds (ETFs) that can help you reach your goal of financial independence. Eventually, the yield curve will normalize, and Annaly Capital Management should enjoy an expansion of its net interest margin and an increase of its book value.

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Initial Public Offering Exchange-Traded Funds Asset Management Liabilities 244

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. court system, and that would likely be a long process.

Debt 246

Debt Liabilities Assets Capital 246

The Motley Fool

FEBRUARY 29, 2024

The nation's central bank increasing the federal funds rate by 525 basis points in less than two years could make future refinancing and borrowing costlier. With AI stocks soaring, active funds have likely been reallocating capital to faster-growing companies with more robust long-term expansion outlooks. Dow stock No.

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The Motley Fool

JULY 18, 2024

Part of that dip can be attributed to concerns regarding legal liabilities related to lawsuits involving its talc products. It's a quality business in large part due to management's history of achieving high returns on capital. Johnson & Johnson's profitable business has funded a growing dividend for over 60 years.

Legal 243

Legal Liabilities Shareholders Returns 243

The Motley Fool

DECEMBER 18, 2023

This is called tax loss harvesting , and it could potentially reduce your tax liability and eliminate some lemons in your portfolio. Drain your FSA Flexible spending account holders have until the end of the year to use funds they've contributed to their FSAs.

Taxes 246

Taxes Debt Banks Accounting 246

The Motley Fool

JANUARY 2, 2024

According to a study from Ned Davis Research and Hartford Funds, publicly traded companies that initiated and grew their payouts between 1973 and 2022 generated an annualized return of 10.24%. Further, any financial liability claims (should there be any) would likely take years to determine in the U.S. court system. yield a safe floor.

Debt 242

Debt Liabilities Capital Business Development Companies 242

The Motley Fool

DECEMBER 19, 2024

And finally, it has enabled the consistent and predictable takedown of just in time delivered fully developed home site, and that has attracted capital to the structured land banking partnerships that have driven the nearly $20 billion of transaction that have enabled our land-light transformation to date. debt to total capital ratio.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

AUGUST 6, 2023

He's the founder of hedge fund Pershing Square Capital Management. The winner is: Alphabet That's right, the only AI-related stock held in Pershing Square Capital's ultra-concentrated portfolio is Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). With a weighted average cost of capital of 8.8% Image source: Getty Images.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Hedge Funds Investing 246

The Motley Fool

FEBRUARY 5, 2024

A notable 76% of SoFi's liabilities are represented by deposits. Not only are deposits generally sticky, as banks benefit from high switching costs, but they provide SoFi with a low-cost source of capital that the business can use to fund its lending products. This is beneficial from management's perspective.

Banks 263

Banks Liabilities Financial Services Accounting 263

The Motley Fool

MARCH 27, 2025

Supported by our tenacious approach to innovation, I believe we're best positioned by far to capitalize on this billion-dollar market opportunity as dentistry quickly pivots to 3D printing technology for the future. Next question is coming from Greg Palm from Craig-Hallum Capital Group. Continuing this theme, let's turn to Slide 8.

Accounting 245

Accounting Liabilities Capital Leveraging 245

The Motley Fool

FEBRUARY 15, 2024

Regardless of how much money you have to invest or your risk tolerance, there are stocks and/or exchange-traded funds (ETFs) that can grow your wealth. Last year, the Hartford Funds published an extensive report ("The Power of Dividends: Past, Present, and Future") extolling the greatness that is dividend stocks.

Investing 242

Investing Liabilities Exchange-Traded Funds Prospects 242

The Motley Fool

AUGUST 1, 2024

Recently, the investment advisors at Hartford Funds refreshed their data from an extensive report that examined the numerous ways dividend stocks have one-upped non-payers over multiple decades. Ford also has a healthy balance sheet that should allow it to return plenty of capital to its shareholders. Image source: Getty Images.

Liabilities 245

Liabilities Debt Leveraging Public Companies 245

The Motley Fool

NOVEMBER 16, 2024

billion in current liabilities, meaning it has a solid working capital of $2.2 The company is in excellent financial shape, allowing it to fund its growth initiatives such as international expansions. The balance sheet features $4.8 billion in current assets against just $2.6 Is The Trade Desk stock a buy?

Bidding 240

Bidding Liabilities Assets Returns 240

The Motley Fool

SEPTEMBER 22, 2024

The management team believes it can put cash on the balance sheet to better use by investing in digital capital, specifically Bitcoin. It's funding Bitcoin purchases from the cash generated by its software business, taking on debt, and issuing stock. At the end of Q2, MicroStrategy's total liabilities were $4.2 billion, $3.8

Debt 234

Debt Liabilities Assets Shareholders 234

The Motley Fool

JANUARY 23, 2025

Marcos Gabriel -- Senior Vice President, Global Finance and Capital Markets Thank you, Brendan, and good morning, everyone. We returned $451 million of cash to shareholders through dividends and used $275 million for capital expenditures. Marcos Gabriel -- Senior Vice President, Global Finance and Capital Markets Good morning.

Finance 223

Finance Financing Taxes Capital 223

The Motley Fool

JUNE 4, 2024

of the Ark Invest portfolio, making it the eighth-largest investment across all of the related funds. As it has zero long-term debt, aside from some capital lease liabilities, it shouldn't have a problem surviving for a while beyond that horizon. It currently has $953.3 million in the first quarter.

Liabilities 240

Liabilities Debt Portfolios Accounting 240

The Motley Fool

OCTOBER 24, 2024

Annaly Capital Management (NYSE: NLY) Q3 2024 Earnings Call Oct 24, 2024 , 9:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to the third quarter 2024 earnings call for Annaly Capital Management. Image source: The Motley Fool. Please go ahead.

Capital 130

Capital Leveraging Collateral Assets 130

The Motley Fool

SEPTEMBER 1, 2023

A stock split is a corporate action in which a company increases the number of its outstanding shares by dividing each existing share into multiple new shares without changing its overall market capitalization. In the event of a stock split, your investment remains unaltered, with only the number of shares being adjusted.

Mutual Funds 246

Mutual Funds Shareholders Liabilities Assets 246