The Motley Fool

JANUARY 5, 2024

For this reason, BDCs tend to garner a lot of attention from investors looking to supplement their portfolio with some dividend income. Investing $100,000 in the three ultra-high-yield BDCs discussed below could generate $10,000 of passive income for your portfolio this year. Hercules Capital: 11.5% Image source: Getty Images.

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Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Professional

DECEMBER 2, 2024

Lafayette Instrument , a Branford Castle Partners portfolio company, has acquired the Alzet Osmotic Pump product line from publicly traded DURECT Corporation for $17.5 Aquilo Partners , a life sciences-focused investment bank with offices in San Francisco, Boston, and New York City, served as the financial advisor to DURECT Corporation.

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Debt Banks Investment Banking Investment Banks 130

The Motley Fool

NOVEMBER 2, 2024

From software company to investment bank? The plan, quite simply, is to transform MicroStrategy from an enterprise software company into an investment bank. As Saylor notes: "The endgame is to be the leading Bitcoin bank, or merchant bank, or you could call it a Bitcoin finance company."

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The Motley Fool

JUNE 10, 2024

if you invested $1,000 at the time of our recommendation, you’d have $740,688 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

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Banks Investment Banking Investment Banks Assets 246

Private Equity Wire

DECEMBER 11, 2024

Previously, he spent eight years as an M&A adviser at Barclays Investment Bank. Grady meanwhile, joins Bowmark from the technology and services team at Raymond James, where he spent four years working on transactions in the software, data and information services sectors.

Investing 98

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The Motley Fool

OCTOBER 24, 2024

The investment bank predicts that the S&P will only produce an average annual return of 3% over the next decade. Continuing its dire predictions, the investment bank said there was a 72% chance the S&P 500 underperforms Treasury bonds and a 33% chance it won't keep up with inflation. Image source: Getty Images.

Investing 245

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The Motley Fool

OCTOBER 18, 2024

While NII typically can be pressured as the Fed lowers rates , given that we've had an inverted yield curve (where two-year Treasury yields have been higher than 10-year Treasury yields) for quite some time, the normalization of the yield curve should help most big banks moving forward. Consider when Nvidia made this list on April 15, 2005.

Banks 130

Banks Portfolios Investment Banking Investment Banks 130

Private Equity Professional

NOVEMBER 14, 2024

Hoffman Engineering was acquired from Trident Maritime Systems , a portfolio company of J.F. Source: Testek Earlier in 2024, Branford Castle exited its investment in Clean Solutions Group , a provider of nonwoven filtration media and cleaning products, through a sale in September to Wind Point Partners.

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Enterprise Values Investment Banking Investment Banks Debt 130

The Motley Fool

DECEMBER 15, 2023

Investors who are looking for growth in their portfolio may be captivated by technology stocks, especially given all of the recent hoopla around artificial intelligence (AI). But portfolio construction requires balance, and one of the pillars of a well-diversified portfolio is dividend stocks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

MAY 4, 2024

Despite nearly doubling over the past 12 months, Eli Lilly stock still has heaps of upside according to investment bank analysts who follow the century-old pharmaceutical giant. Barclay's , an investment bank, recently raised its price target on the pharma giant to $913 per share.

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Investment Banking Investment Banks Banks Returns 241

The Motley Fool

JULY 18, 2024

banks, and for the most part, the numbers looked strong. Earnings and revenue grew by 25% and 20%, respectively, year over year, and investment-banking revenue jumped by more than 50%. Revenue grew by 20% year over year led by investment banking fees and 21% growth in equities trading revenue.

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Investors Banks Investment Banking Investment Banks 245

Private Equity Wire

NOVEMBER 4, 2024

In his most recent role at the Alaska Permanent Fund Corporation, an $80bn-plus sovereign wealth fund and one of the world’s premier investors in private equity, Chirag served as Senior Portfolio Manager where he was at the forefront of key industry topics including continuation vehicles.

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Mergers and Acquisitions Asset Management Finance Financing 96

The Motley Fool

JANUARY 19, 2024

Investment bank UBS predicts that sales of AI-focused graphics processing units (GPUs) and chips could rise 60% annually between 2022 and 2027. The investment banking firm also adds that semiconductor companies could witness a 25% jump in revenue and a 50%-plus jump in operating profit in 2024.

Investment Banking 246

Investment Banking Investment Banks Banks Prospects 246

The Motley Fool

JUNE 19, 2023

Short-term-minded investment bank analysts responded to the admission by cutting their price targets on UnitedHealth Group and related insurance stocks like CVS Health (NYSE: CVS) , which owns Aetna. Adding shares of this stock and CVS Health to your portfolio could lead to huge passive income streams in your retirement years.

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Investment Banking Investment Banks Banks Investors 262

The Motley Fool

JULY 8, 2024

Meanwhile, on the first day of the trading week, influential white shoe investment bank Morgan Stanley raised its price target on Taiwan Semiconductor. The bank now feels that its shares are worth $1,180 Taiwanese dollars ($36.39) apiece, up slightly from the previous estimation of $1,080 ($39.31).

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Banks Investment Banking Investment Banks Stock Market 246

The Motley Fool

SEPTEMBER 8, 2024

It includes a diverse array of industries, from big banks to regional banks, investment banking, insurance providers, payment processors, financial exchanges, and more. Similarly, investment banks and venture capital firms may prefer lower capital costs to spur merger and acquisition activity.

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

The Motley Fool

OCTOBER 28, 2024

Most people don't get to buy at IPO prices, which are usually reserved for underwriting investment banks and other institutional investors. Amazon itself still has tons of opportunities, and you could still buy Amazon today to add a proven winner to your portfolio. Should you invest $1,000 in Amazon right now?

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Initial Public Offering Investment Banking Investment Banks Banks 240

The Motley Fool

NOVEMBER 6, 2024

The investment bank also addressed Progressive's considerable spending on advertising, as its current TV campaign is constant and therefore not exactly cheap to wage. if you invested $1,000 at the time of our recommendation, you’d have $857,383 !* Goldman feels that the company will enact a "modest" increase in its ad spending.

Prospects 242

Prospects Investment Banking Investment Banks Banks 242

The Motley Fool

MARCH 26, 2025

Dividend stocks are an important piece of any individual investor's portfolio. Not only do they provide passive income, which is an attractive feature, especially for retirees, but they protect your portfolio when the market is volatile. Warren Buffett loves dividend stocks, and the Berkshire Hathaway portfolio is chock-full of them.

Banks 242

Banks Financing Finance Accounting 242

The Motley Fool

DECEMBER 13, 2023

Bank of America (NYSE: BAC) is one of the largest banks in the U.S. It is also known for being one of the largest holdings in Berkshire Hathaway 's $363 billion portfolio. The bank is known for its solid financial performance and navigating challenging times over the past few decades.

Banks 223

Banks Investment Banking Investment Banks Assets 223

Private Equity Wire

NOVEMBER 1, 2024

Novak is also an active deal team member on current portfolio investments in WF Cabinetry and Regent cabinets, as well as prior investments in The Delaney Hardware Company, Naumann Hobbs Material Handling, and Dynamic Systems. Previously, he worked at Robert W Baird in both investment banking and equity research.

Private Equity Firms 94

Private Equity Firms Private Equity Firms Deal Origination Best Practices 94

The Motley Fool

JANUARY 31, 2024

In all, the rollout of AI across multiple Microsoft services could help the company generate an additional $100 billion in annual revenue by 2027, according to investment banking firm Evercore. That's not surprising as Nvidia controls an impressive 85% of the market for AI chips, according to investment bank Raymond James.

Investment Banking 244

Investment Banking Investment Banks Banks Prospects 244

The Motley Fool

SEPTEMBER 30, 2024

She brushed aside Goldman Sachs ' price target of $16 per share, which implies 55% downside from the current share price of $36.40, saying major investment banks have yet to appreciate the full potential of Palantir's software. I think those investment banks would wholeheartedly disagree on the basis of valuation.

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Consulting Consultants Investment Banking Investment Banks 246

The Motley Fool

SEPTEMBER 25, 2024

Given the company's strong revenue, profit growth, and growing backlog, investment banks will eventually have to get on board and increase their estimates, opining that Palantir "easily can be" a $100 stock. if you invested $1,000 at the time of our recommendation, you’d have $712,454 !*

Investment Banking 246

Investment Banking Investment Banks Banks Accounting 246

The Motley Fool

MAY 13, 2024

ET Monday, and for a most surprising reason: Investment bank TD Cowen lowered its price target on the space stock to $2 per share this morning. if you invested $1,000 at the time of our recommendation, you’d have $550,688 !* Shares of Virgin Galactic (NYSE: SPCE) stock soared 13.5% through 11:45 a.m.

Investment Banking 246

Investment Banking Investment Banks Banks Returns 246

The Motley Fool

NOVEMBER 21, 2024

According to Australian investment bank Macquarie , both stocks are now officially rated "neutral." if you invested $1,000 at the time of our recommendation, you’d have $894,029 !* (Presumably, the first order of business of the new company will be to choose a new name). Is Piedmont stock a buy?

Shareholders 246

Shareholders Investment Banking Investment Banks Banks 246

The Motley Fool

JULY 12, 2024

ET -- and for a most surprising reason: This morning, investment bank Mizuho raised its price target on Rivian.to $15 a share. if you invested $1,000 at the time of our recommendation, you’d have $780,654 !* What Mizuho said about Rivian Let me repeat that: Rivian stock closed at more than $16 last night.

Bidding 240

Bidding Investment Banking Investment Banks Banks 240

The Motley Fool

MAY 17, 2024

The bad news is that, according to investment bank Bernstein, buying Arm's stock after earnings was exactly the wrong thing to do. if you invested $1,000 at the time of our recommendation, you’d have $578,143 !* That's the good news for Arm shareholders. Consider when Nvidia made this list on April 15, 2005.

Investment Banking 246

Investment Banking Investment Banks Banks Shareholders 246

The Motley Fool

FEBRUARY 15, 2024

Upgrading Nvidia On Wednesday, investment bank Susquehanna raised its price target on Nvidia stock by 36%, to $850 a share, ahead of next week's earnings report for fiscal year 2024. One analyst suggests this situation may not be as outlandish as it looks.

Investment Banking 246

Investment Banking Investment Banks Banks Returns 246

The Motley Fool

APRIL 18, 2024

Did you know there are literally thousands of stocks you can choose from at any given time to custom-build your perfect portfolio? Take investment banking as an example. For some people, that sounds like an exhausting proposition. For most of the market's more active investors, however, picking stocks can be a lot of fun.

Initial Public Offering 246

Initial Public Offering Banks Investment Banking Investment Banks 246

The Motley Fool

AUGUST 5, 2024

Adding insult to injury, analysts at Citi removed Nvidia stock from the investment bank's "upside catalyst watch," though it maintained a buy rating and $150 price target. Lastly, the overall market meltdown, seemingly caused by the Bank of Japan rate hike , didn't help, sending fair-weather investors running for cover.

Banks 241

Banks Investment Banking Investment Banks Returns 241

The Motley Fool

SEPTEMBER 28, 2024

The investment bank forecasts that generative AI alone could drive $200 billion to $300 billion in annual cloud spending by the end of the decade. Investment banking firm Piper Sandler estimates that Microsoft 365 Copilot alone could generate $10 billion in annual revenue for the company by 2026.

Investment Banking 246

Investment Banking Investment Banks Banks Accounting 246

The Motley Fool

FEBRUARY 15, 2024

On Tuesday, investment bank UBS predicted that Nvidia's price will reach $850, giving investors a 17% profit before the end of 2024. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Investment Banking 246

Investment Banking Investment Banks Banks Capital 246

The Motley Fool

JUNE 20, 2024

You can do far worse than leaning on his portfolio of publicly traded investments to find the next potential addition or two for your portfolio. Nu Holdings (NYSE: NU) and Sirius XM (NASDAQ: SIRI) are among the current holdings of Buffett's Berkshire Hathaway stock portfolio. There are dozens of candidates.

Financial Services 246

Financial Services Banks Accounting Investment Banking 246

The Motley Fool

OCTOBER 7, 2024

The investment bank believes the company will see improved revenue in the future and could potentially start buying back its shares, given the improvement in its leverage ratio. if you invested $1,000 at the time of our recommendation, you’d have $765,523 !* Is AT&T a buy after last month's surge?

Leveraging 246

Leveraging Stakes Investment Banking Investment Banks 246

The Motley Fool

MARCH 6, 2024

Plug Power's agreement with investment bank B. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Worse yet, it reported a negative gross margin of 57% for 2023 versus 27.7%

Investment Banking 246

Investment Banking Investment Banks Banks Capital 246

The Motley Fool

AUGUST 14, 2023

The catalyst that sent the semiconductor specialist higher was bullish commentary by a Wall Street investment bank. So what To kick off the week, Morgan Stanley (NYSE: MS) analysts named Nvidia the bank's "top pick" in a note to clients, ahead of the company's fiscal 2024 second-quarter financial release, scheduled for Aug.

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Banks Investment Banking Investment Banks Investors 245