The Motley Fool

JANUARY 7, 2025

Here are the returns of each Magnificent Seven stock in 2024: Start Your Mornings Smarter! Despite these market-beating returns, I see one Magnificent Seven stock as the superior opportunity. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005.

Leveraging 245

Leveraging Capital Returns Investors 245

The Motley Fool

DECEMBER 28, 2024

Ark Investment Management operates several exchange-traded funds (ETFs) focused on innovative technology stocks. Wood has invested in AI start-ups like xAI, OpenAI, and Anthropic through the Ark Venture Fund since making that prediction last year, so she's backing up her words with decisive action. Where to invest $1,000 right now?

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Financial Services Banks 246

Private Equity Insights

APRIL 3, 2025

The refinancing, led by Morgan Stanley and JPMorgan, was designed to replace a $4.8bn private credit loan raised less than two years ago, and return $1bn in preferred equity Vista invested in 2023 to complete the original financing. The proposed new structure included a $5.1bn senior term loan and a $1bn junior tranche.

Bidding 147

Bidding Leveraging Debt Finance 147

The Motley Fool

JUNE 13, 2024

Vanguard exchange-traded funds (ETFs) are attractive vehicles. With their low costs and diverse holdings, these funds provide a convenient and accessible means of gaining exposure to the companies at the epicenter of the AI revolution. As a result, the fund's average price-to-earnings ratio stands at 33.9, multiple.

Funds 246

Funds Exchange-Traded Funds Leveraging Prospects 246

Private Equity Insights

MARCH 28, 2025

Leveraging its deep expertise in credit and bottom-up fundamental analysis, AlbaCore aims to deliver strong downside protection and attractive risk-adjusted returns. The new strategy targets senior direct lending to upper mid- and large-cap performing European corporates.

Pension Funds 147

Pension Funds Consulting Consultants Banks 147

Private Equity Insights

JANUARY 14, 2025

The 30bn was raised from a diverse global investor base, including sovereign wealth funds, pension plans, insurance companies, and family offices. Investors were drawn to Ares track record of delivering consistent, risk-adjusted returns in private credit markets. Source: Business Wire Can’t stop reading?

Finance 130

Finance Financing Leveraging Banks 130

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. They're very much like mutual funds, often encompassing a big bunch of securities and charging an expense ratio (fee), yet they trade like stocks, allowing you to buy or sell any time the market is open, from your brokerage account.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Mutual Funds Exchange-Traded Funds 246

The Motley Fool

MAY 16, 2024

One exchange-traded fund (ETF) that's done especially well is the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ) , which has turned a $10,000 investment into more than $1.5 The ProShares UltraPro QQQ ETF is an exchange-traded fund that aims to produce three times the daily returns of the Nasdaq 100 index. Returns through 5/15/2024.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Funds Returns 246

The Motley Fool

APRIL 6, 2024

Exchange-traded funds (ETFs) can be excellent tools for achieving diversification or gaining exposure to a particular theme or industry. The massive fund has over $220 billion in net assets and continues to outperform the S&P 500 and the Nasdaq Composite. of the fund. weighting in the fund.

Funds 245

Funds Exchange-Traded Funds Leveraging Assets 245

The Motley Fool

NOVEMBER 12, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 11, 2024 We encourage you to consider the risk factors contained in our SEC filings for a detailed discussion of these risks and uncertainties. There's no additional acquisition costs for clients in our ecosystem, creating even more operating leverage.

Companies 241

Companies Leveraging Collateral Asset Management 241

Private Equity Wire

NOVEMBER 11, 2024

Private credit returns have recently outpaced private equity, as shown by State Street data from the second quarter, but this advantage may soon wane with the Federal Reserve’s shift toward easing monetary policy, according to a report by Bloomberg.

Leveraged Buyouts 93

Leveraged Buyouts Buyout Pension Funds Leveraging 93

The Motley Fool

MARCH 13, 2025

It generates income through the spread between the yield of the mortgages it holds in its portfolio and its funding costs (the short-term debt it takes on to buy the MBS). For example, if funding costs were 4% and it bought a mortgage-backed security with a 7% yield, it would earn a 3% spread on its investment. wasnt one of them.

Leveraging 130

Leveraging Portfolios Debt Funds 130

The Motley Fool

AUGUST 5, 2024

Instead, it's a highly leveraged yen "carry trade" that has led to billions of dollars in selling and liquidations starting in the crypto market on Sunday night. Hedge funds and other large institutional traders have put on what's known as the yen carry trade. as of 10:00 a.m. as of 10:00 a.m. What is the yen carry trade?

Leveraging 246

Leveraging Hedge Funds Assets Debt 246

The Motley Fool

MARCH 5, 2025

In addition, customers provide a sizable prepayment, which helps fund the infrastructure build-out necessary to support the contract. Given that cloud giants and other tech companies are currently scrambling to obtain AI compute capacity, CoreWeave has enough leverage to impose this kind of arrangement.

Initial Public Offering 217

Initial Public Offering Investing Leveraging Debt 217

Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. Balbec has deployed more than $23bn globally since its inception in 2010, focusing on delivering risk-adjusted returns across asset-based credit strategies.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

The Motley Fool

MAY 9, 2024

According to a recent study by Hartford Funds, in collaboration with Ned Davis Research, analysts found that dividend-paying companies have delivered annualized returns of 9.17%, outperforming the S&P 500 index with less volatility over the past 50 years. BDCs tend to use leverage to help boost their payouts.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

APRIL 24, 2024

economic return for its investors. The REIT's average cost of funds was 1.58%, compared with an average asset yield of 4.56%. It leveraged that investment to grow its portfolio to $63.3 It leveraged that investment to grow its portfolio to $63.3 leverage ratio , up from 7.0 per share to $8.84. billion, up from $60.2

Leveraging 246

Leveraging Banks Portfolios Assets 246

The Motley Fool

SEPTEMBER 26, 2024

It gives Enbridge ample room for error while enabling the company to retain meaningful cash flow to fund expansion projects and bolt-on acquisitions. Thanks to its strategy of using long-term, fixed-rate debt and keeping its leverage ratio low, it has an investment-grade credit rating. It ended the second quarter with a 4.7

Leveraging 246

Leveraging Capital Prospects Debt 246

The Motley Fool

JULY 21, 2024

This government backing helps attract more investors, ultimately expanding the pool of funding available for housing. AGNC's portfolio has a weighted average yield of 4.52%, so the company uses leverage -- meaning debt -- to boost returns for investors. AGNC total return level; data by YCharts. Image source: Getty Images.

Investing 245

Investing Leveraging Assets Debt 245

The Motley Fool

AUGUST 18, 2024

That gives it a nice cushion while enabling Enbridge to retain a meaningful percentage of its earnings to fund its continued expansion. Finally, Enbridge has a strong balance sheet with a conservative leverage ratio. times leverage ratio , well within its 4.5x-5.0x billion) per year in funding its secured capital program.

Leveraging 237

Leveraging Amortization Depreciation Earnings Before Interest 237

The Motley Fool

MARCH 16, 2024

The companies generate returns by earning a spread between their funding costs (short-term debt used to buy the MBS) and the yields of the mortgages in their portfolios. For example, if a firm bought a mortgage with a 6% yield and its funding costs were 3%, it would generate a spread of 3%. at the end of 2023 versus 7.0x

Leveraging 243

Leveraging Investing Capital Portfolios 243

The Motley Fool

DECEMBER 9, 2024

See 3 Double Down stocks *Stock Advisor returns as of December 9, 2024 Please refer to the tables in our earnings release in the Investor Relations portion of our website for a reconciliation of these measures to the most directly comparable GAAP financial measure.

Education 242

Education Professional Services Leveraging Accounting 242

The Motley Fool

NOVEMBER 26, 2024

The sector has gone through a transformation in the past decade, with midstream companies reducing leverage and being more disciplined when it comes to funding growth projects. Even better, the company has said it could pay excess distributions once its leverage is below 3 times and it has excess free cash flow.

Leveraging 245

Leveraging Amortization Depreciation Earnings Before Interest 245

Private Equity Wire

NOVEMBER 4, 2024

In July, the firm closed its largest-ever direct lending fund with $15bn in equity commitments. Third-quarter returns showed strong results in opportunistic credit (4.7% Private credit remains central to Ares’ strategy, with nearly 40% of third-quarter fundraising directed to US and European direct lending.

Leveraging 96

Leveraging Assets Taxes Banks 96

The Motley Fool

FEBRUARY 14, 2024

The rising price of Bitcoin makes their businesses more profitable because the input costs of mining (rigs, electricity, and the like) don't rise, but the revenue side of their income statements will increase, which creates operating leverage. The 10 stocks that made the cut could produce monster returns in the coming years.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Funds Returns 246

Private Equity Wire

JANUARY 8, 2025

HBX Group, the Spanish travel technology company known for its Hotelbeds brand and backed by private equity firms Cinven, EQT, and Canadian pension fund CPP Investments, is gearing up for a 1bn ($1.04bn) initial public offering (IPO) in the coming weeks, according to a report by Reuters.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Initial Public Offering Pension Funds 97

The Motley Fool

MAY 1, 2024

That enabled Enterprise to retain $786 million of excess free cash flow to fund expansion projects and maintain its elite balance sheet. That kept its leverage ratio at 3.0, It aims for leverage of 3.0, The 10 stocks that made the cut could produce monster returns in the coming years. right on target. (It plus or minus 0.25

Leveraging 246

Leveraging Investing Taxes Capital 246

The Motley Fool

AUGUST 17, 2024

MSTR data by YCharts MicroStrategy as a leveraged Bitcoin ETF Later in the same earnings call, co-founder and executive chairman Michael Saylor described MicroStrategy as a more flexible and ambitious version of spot Bitcoin exchange-traded funds (ETFs). The 10 stocks that made the cut could produce monster returns in the coming years.

Exchange-Traded Funds 241

Exchange-Traded Funds Leveraging Debt Finance 241

The Motley Fool

MAY 17, 2024

Both are very respectable streaks and prove that each of these companies clearly cares about returning value to investors via dividends. Notice that as the price of oil dropped in 2020, which crushed revenue and earnings for energy companies, Exxon and Chevron both increased their leverage.

Leveraging 245

Leveraging Debt Assets Returns 245

The Motley Fool

OCTOBER 1, 2024

The new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs), which launched back in January, have been a big hit with investors. In this category, I would include the new leveraged and inverse Bitcoin ETFs that give investors the opportunity to make even bigger bets on the future direction of Bitcoin.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Hedge Funds 242

The Motley Fool

NOVEMBER 7, 2024

They often have very high dividend payout ratios and leverage ratios , which puts them at a higher risk of needing to cut their dividends if they run into financial trouble. That enables the company to retain cash to fund expansion projects and maintain a strong financial foundation. leverage ratio, well below the 4.0

Leveraging 245

Leveraging Taxes Returns Portfolios 245

The Motley Fool

JULY 11, 2024

The company believes it can deliver 4% to 7% annual funds from operations ( FFO ) per-share growth from its existing portfolio through 2028 from a combination of inflation-indexed rate increases and margin-enhancement activities, like providing ancillary services to existing customers. Consider when Nvidia made this list on April 15, 2005.

Asset Management 246

Asset Management Leveraging Stakes Assets 246

The Motley Fool

OCTOBER 28, 2024

It's one of the five best-performing REITs over the last 20 years , generating a total return of more than 1,500%. It has also delivered peer-leading returns in the previous three-, five-, and 10-year periods. of its funds available for distribution (FAD) and 94.7% Its dividend payout ratio was 99.2% over the past five years.

Investing 246

Investing Leveraging Taxes Capital 246

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. This shift partly reflects a rebalancing of power, enabling LPs in private equity funds, such as pension funds to exert influence over GPs.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

AUGUST 4, 2024

It has a fairly conservative dividend payout ratio for a REIT (around 75% of its adjusted funds from operations [FFO] in 2024). times leverage ratio , giving it additional flexibility to fund new investments. The 10 stocks that made the cut could produce monster returns in the coming years.

Leveraging 243

Leveraging Prospects Portfolios Funds 243

The Motley Fool

JANUARY 21, 2025

It leverages its vast client base and broad capabilities to maintain a competitive edge. The reduction of high-cost supplemental bank funding by $14.9 After all, Stock Advisors total average return is 884% a market-crushing outperformance compared to 175% for the S&P 500.* adjusted) N/A 26.8% (36.0%

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

NOVEMBER 8, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 We also advise you that this conference call is being broadcast live to the Internet and can be accessed on the company's home page. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130