The Motley Fool

AUGUST 16, 2024

I won't have to worry about paying taxes on those Roth dollars in retirement because I'm taking care of the tax bill upfront. I'm simply leveraging the accounts available to me, keeping a close eye on my finances, and doing my research to stay on course. The best part? Here's my strategy. Image source: Getty Images.

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Exchange-Traded Funds Accounting Taxes Stock Exchanges 246

The Motley Fool

SEPTEMBER 19, 2024

Bears can rightfully point to Carnival's problematic leverage, but now that Carnival is cruising in the right direction, it's working on turning that mountain into a molehill. The Fed's long-overdue push to cut rates this week won't just make it cheaper for more people to finance future Carnival sailings. It has bought back $6.6

Enterprise Values 245

Enterprise Values Debt Taxes Leveraging 245

The Motley Fool

NOVEMBER 10, 2024

However, there's much less of a tax drag on the transaction. Share repurchases incur a 1% tax (paid by the business); qualified dividends are taxed at the long-term capital gains tax rate (paid by the shareholder). It's almost the same as a shareholder who automatically reinvests dividends into the stock.

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Shareholders Returns Capital Taxes 234

The Motley Fool

MARCH 28, 2024

and Doha for around 70,000 Avios plus taxes and fees. By leveraging the tips above, you can dip your toes into a world of luxury and extravagance, all while keeping your finances firmly grounded. Consider the possibilities: Transferring your points to airline partners often yields the most value.

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Leveraging Finance Financing Taxes 243

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. The stock offers a 3.4% annually since 2020.

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Stakes Finance Financing Capital 246

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

FEBRUARY 20, 2024

REITs, because they typically must finance portfolio growth, are particularly sensitive to interest rates and delays in the expected cuts this year have helped hamper their share price performance. Like Alexandria, it is on the grow, leveraging its rock-solid balance sheet for $1.3 million square feet in 49 states.

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Prospects Leveraging Taxes Finance 244

The Motley Fool

DECEMBER 4, 2023

I'll show you how you could leverage their 401(k) to retire a millionaire. Frankly, this is personal finance malpractice! It's a tax-deferred investment account, which means you put pre-tax dollars in, reducing your taxable income for that year. The catch is that you pay taxes on your withdrawals in retirement.

Taxes 211

Taxes Leveraging Accounting Stock Market 211

The Motley Fool

DECEMBER 1, 2024

Data source: Google Finance. AGNC Investments can boost its investment return by using leverage (borrowing money) to buy additional MBS. Energy Transfer Energy Transfer is a master limited partnership (MLP ), entities that send their investors a Schedule K-1 federal tax form each year. 14.9% $249.00 Energy Transfer $1,666.67

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Leveraging Taxes Finance Financing 246

The Motley Fool

JANUARY 10, 2024

in net debt to earnings before interest, taxes, depreciation, and amortization ( EBITDA ). More like specialized financiers, royalty and streaming companies provide up-front capital to miners to help them finance their capital-intensive projects. Currently, investors can grab shares of Agnico Eagle from the bargain bin.

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Mergers and Acquisitions Debt Amortization Depreciation 243

The Motley Fool

OCTOBER 21, 2024

That lease structure requires tenants to cover all operating costs, including routine maintenance, real estate taxes, and building insurance. It also has a low-leverage balance sheet financed with long-term, low fixed-rate debt. It only invests in single-tenant net lease retail properties. years, which leads the sector.

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Debt Leveraging Taxes Finance 245

The Motley Fool

JANUARY 8, 2024

With the new year comes new hopes for the future, a new tax year, and new opportunities to invest in the trends that will define our future. If they held assets in companies dependent on debt financing, they were particularly worried. 2024 is just getting started.

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Initial Public Offering Leveraging Debt Finance 246

The Motley Fool

MARCH 13, 2024

Moreover, both Amazon and Alphabet leverage voice-recognition software in their lines of smart home appliances. A combination of top-line growth and disciplined cost controls helped the company trim losses by half on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis last year.

Amortization 246

Amortization Depreciation Earnings Before Interest Leveraging 246

The Motley Fool

SEPTEMBER 26, 2024

Warren Buffett's Berkshire Hathaway even got involved, helping to finance Oxy's bid. However, the deal was very large, requiring the company to take on material leverage. As a master limited partnership (MLP), Enterprise is specifically designed to pass income on to unitholders in a tax-efficient manner. distribution yield.

Bidding 244

Bidding Leveraging Taxes Finance 244

The Motley Fool

JULY 24, 2024

For example, in software, our broad suite of automation products like Apptio and watsonx Orchestrate are leveraging AI and we expect to do the same with HashiCorp once the acquisition is complete. The last 12 months of AI pilots has made it clear that sustained value from AI requires truly leveraging enterprise data.

Consulting 243

Consulting Consultants Leveraging Taxes 243

The Motley Fool

SEPTEMBER 21, 2023

Higher production volumes, which enabled Rivian to better leverage its fixed costs and negotiate price reductions from suppliers, also contributed to the gains. And if further capital raises are needed, financing will likely be on more attractive terms. which should help buyers qualify for more tax credits.

Leveraging 246

Leveraging Stakes Taxes Finance 246

The Motley Fool

SEPTEMBER 2, 2023

For many years, there were a lot of opportunities for midstream companies to grow, and investors were happily willing to help finance that via the equity and debt markets. Leverage has also been reduced, with debt-to-earnings before interest, taxes, depreciation, and amortization ( EBITDA ) at roughly 3.2 Times have changed.

Companies 246

Companies Amortization Depreciation Earnings Before Interest 246

The Motley Fool

MARCH 3, 2024

The dual engines of Block: Powering payments and personal finance Jack Dorsey and Jim McKelvey founded Block, then known as Square, in 2009 with the mission of helping small and medium-sized businesses accept credit card payments. Here's why Block could be a no-brainer for investors today.

Amortization 246

Amortization Depreciation Earnings Before Interest Banks 246

The Motley Fool

JUNE 28, 2023

Those include its e-commerce marketplace; its digital payment platform, Mercado Pago; its logistics service, Mercado Envios; and a financing arm, Mercado Credito. margin on adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). First, the company is highly profitable, with a net income margin of 11.6%

Amortization 246

Amortization Depreciation Earnings Before Interest Leveraging 246

The Motley Fool

NOVEMBER 9, 2024

The past few years have been tough for real estate operators, as rising interest rates have increased their costs of financing. Agree Realty has a strong balance sheet, and its use of leverage is low, compared to its peers. Despite this, Agree Realty continues to grow steadily and build on its solid foundation.

Initial Public Offering 245

Initial Public Offering Leveraging Taxes Finance 245

The Motley Fool

FEBRUARY 1, 2024

million in net debt, its net-leverage ratio is a modest 0.31. This should help the company's oil and gas royalty segment bring in higher earnings before interest, taxes, depreciation, and amortization ( EBITDA ). This is a testament to proper vetting prior to financing being given a green light. Image source: Getty Images.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

FEBRUARY 21, 2024

I would now like to turn the conference over to Steve Bakke, senior vice president of corporate finance. Of our $2 billion initial investment volume forecast, approximately half is expected to come in the form of development financing, the vast majority of which is already identified. times in line with our targeted leverage ratio.

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Mergers and Acquisitions Debt Capital Assets 246

The Motley Fool

SEPTEMBER 20, 2023

Now that Sea's business is fully funding operations, shareholders don't have to worry about incremental financing to pay the bills, which could otherwise dilute shareholder value. for adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). Finance, the average vehicle on the road is 12.5

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Leveraging Enterprise Values Shareholders Amortization 242

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Turning to Originations, our team did a great job generating $32 million in pre-tax income while continuing to be an industry leader in retention. On a year-over-year basis, the portfolio is up 33%. Good morning.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

JUNE 3, 2024

Here are my top four tips for freelancers looking to improve their finances and stress less about money. Project your annual income Paying taxes quarterly is, unfortunately, necessary for freelancers. Although tax payments can be painful, you need to know how much money you need to pay to avoid a much bigger headache later on.

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Taxes Finance Financing Accounting 130

The Motley Fool

APRIL 23, 2024

It may seem daunting with the dual challenge of managing a household and contributing to the family's personal finances. These accounts offer tax advantages and can significantly impact your child's financial future. This account allows you to save tax free for qualified education expenses, such as tuition, room and board, and books.

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Education Taxes Accounting Leveraging 130

The Motley Fool

DECEMBER 19, 2024

I'm here today with Bill Nash, our president and CEO; Enrique Mayor-Mora, our executive vice president and CFO; and Jon Daniels, our senior vice president, CarMax Auto Finance Operations. CarMax Auto Finance or CAF delivered income of $160 million, up 8% from the same quarter last year. billion of repurchase authorization remaining.

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Leveraging Depreciation Taxes Finance 130

The Motley Fool

NOVEMBER 28, 2023

Consumer group revenue growth reflects a strong finish to the tax extension season. We remain focused on transforming the assisted consumer and business tax categories with TurboTax Live. Our innovation in tax has accelerated in several areas. We believe this is Intuit's most exciting era yet. Third, QuickBooks.

Taxes 246

Taxes Accounting Best Practices Banks 246

The Motley Fool

APRIL 27, 2024

The large dividend payout is a product of the company's tax structure. Most BDCs are registered investment companies (RIC), meaning they must distribute 90% of their income to investors to be exempt from federal taxes. On top of that, BDCs use leverage to boost their payouts to shareholders.

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Capital Initial Public Offering Leveraging Debt 130

The Motley Fool

AUGUST 28, 2024

Data source: Google Finance. billion of free cash flow after capital investments and vendor financing payments. That's helping push down its leverage ratio , from 3.1 leverage target in the first half of next year. 4.47% $74.50 AT&T (NYSE: T) $1,666.67 5.59% $93.17 NNN REIT (NYSE: NNN) $1,666.67 Total $5,000.00

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Leveraging Debt Finance Financing 130

The Motley Fool

APRIL 16, 2024

billion after tax and EPS of $0.76. By leveraging our technology and continuous investment in that technology and putting customers at the center of everything we do, we have successfully deepened our relationships and expanded our customer base across all our businesses. I am starting on Slide 2 of the earnings presentation.

Banks 246

Banks Taxes Investment Banks Investment Banking 246

The Motley Fool

MARCH 6, 2024

Hercules is different from a typical bank as it tends to offer more flexible financing options. The company specializes in more complex transactions such as leveraged buyouts , for example. Hercules Capital: 10.6% Given its size, Ares also has more financial flexibility than a typical BDC. Kinder Morgan: 6.5%

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Leveraged Buyouts Initial Public Offering Shareholders Exchange-Traded Funds 246

The Motley Fool

AUGUST 4, 2024

The company's adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose 8% (setting a new record for that period), while its cash flow per share increased by 3%. times leverage ratio , well within its 4.5 Built like a rock Enbridge recently reported solid second-quarter results. times to 5.0

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Leveraging Amortization Depreciation Earnings Before Interest 130

The Motley Fool

NOVEMBER 7, 2024

On the other hand, adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) held steady at $204.6 On the earnings call, CFO Rich Bressler noted that the debt-to-EBITDA leverage ratio should drop from 7.2x million in this quarter) and help management set up new financing under more favorable terms.

Debt 130

Debt Amortization Depreciation Earnings Before Interest 130

The Motley Fool

DECEMBER 9, 2024

To that end, we are leveraging the learnings from early service engagement to develop new tools to accelerate future modernization efforts. In addition, as previously announced, we are bringing search and vector service to our community and EA offerings, leveraging our run anywhere competitive advantage in the world of AI.

Education 242

Education Professional Services Leveraging Accounting 242

The Motley Fool

APRIL 30, 2024

Leverage financial assistance and government subsidies First, exploring financial assistance and government subsidies can reveal lifelines for many families. By setting aside up to $5,000 of your pre-tax income for eligible expenses, you can achieve an average savings of 30% on dependent care, according to the U.S.

Taxes 130

Taxes Education Accounting Leveraging 130

The Motley Fool

APRIL 25, 2024

I would now like to hand the conference over to your speaker today, Jeff Norris, senior vice president of finance. Jeff Norris -- Senior Vice President, Global Finance Thanks very much, Josh, and welcome to everyone. The allowance increase was primarily driven by a higher level of originations in the Auto Finance business.

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Capital Taxes Banks Mergers and Acquisitions 130