The Motley Fool

APRIL 5, 2024

These specialized entities are popular among income-seeking investors because they can legally avoid paying income taxes by distributing at least 90% of their earnings to shareholders. REITs receive tax advantages similar to BDCs in return for distributing earnings as dividends. dividend yield.

Taxes 243

Taxes Legal Shareholders Capital 243

The Motley Fool

OCTOBER 23, 2024

During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. Perhaps Buffett's favorite trait about Sirius XM is that it's a legal monopoly. 1 position. This works out to almost a third of the company's outstanding shares.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

MARCH 2, 2024

Investors look forward to Warren Buffett's annual shareholder letter, and in the 2023 version, released on Feb. shareholder whom Buffett described as understanding "many accounting terms, but. 24, he didn't disappoint. It was chock-full of Buffett's typical down-to-earth, blunt, and solid investing advice mixed with his wit and humor.

Investors 246

Investors Shareholders Amortization Earnings Before Interest 246

The Motley Fool

AUGUST 5, 2024

The cannabis industry continues to contend with mixed legislation and legalization at the state level while a total federal ban on marijuana remains in place. Innovative Industrial Properties looks well-positioned to continue its favorable growth trajectory, and long-term shareholders could be rewarded in kind as the decade proceeds.

Mergers and Acquisitions 246

Mergers and Acquisitions Legal Stock Exchanges Taxes 246

The Motley Fool

JANUARY 20, 2024

As a REIT, it can legally avoid paying income taxes if it distributes nearly all its profits to shareholders as a dividend. The company has tenants sign net leases that transfer all variable costs of building ownership, such as maintenance and taxes, to the tenants. At recent prices, Realty Income offers a 5.4%

Legal 246

Legal Taxes Shareholders Portfolios 246

The Motley Fool

SEPTEMBER 14, 2023

This was due to a slew of headwinds, such as fierce competition, regulatory uncertainty, and high excise taxes, among many other factors. Nonetheless, the company has struggled to achieve profitability and positive cash flow on a consistent basis since inception. Key takeaway Aurora Cannabis isn't without risk.

Legal 246

Legal Taxes Debt Shareholders 246

The Motley Fool

OCTOBER 18, 2024

He legally isn't required to tell Wall Street or investors anything else about his company's BofA position until then. What we won't know is if Buffett undertakes any additional selling of Bank of America's stock from Oct. 11 through Dec. Berkshire Hathaway won't file the 13F detailing fourth-quarter trading activity until Feb.

Legal 130

Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

FEBRUARY 19, 2024

This is a business development company ( BDC ), which means it can legally avoid paying income taxes by distributing nearly all its profits to shareholders as a dividend. Despite the challenge, Altria reported total revenue net of excise taxes that fell just 0.9% at recent prices. Combustible cigarette volume declined 9.9%

Investing 245

Investing Legal Taxes Capital 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) Capital Banks Shareholders 246

The Motley Fool

SEPTEMBER 23, 2024

Ares Capital Ares Capital is a business development company ( BDC ), which means it can legally avoid paying income taxes by distributing nearly all its profit to shareholders as a dividend. Here's why these two stocks could be far less risky than their ultra-high dividend yields suggest.

Investing 246

Investing Legal Stock Exchanges Debt 246

The Motley Fool

OCTOBER 21, 2024

They are also popular with income-seeking investors because they can legally avoid paying income taxes by distributing nearly all their profits to shareholders as dividends. These specialty financiers fill the gap left by U.S. banks that have been dialing back their direct lending operations for decades.

Legal 244

Legal Capital Business Development Companies Taxes 244

The Motley Fool

JANUARY 31, 2025

billion in capital to shareholders due to dividend and share repurchases, lowering our leverage in line with our objectives and continuing our balanced capital allocation discipline. Moving to interest, other income and taxes on Slide 11. billion in capital to shareholders, including $1 billion of share repurchases.

Leveraging 130

Leveraging Taxes Capital Shareholders 130

The Motley Fool

AUGUST 3, 2024

Income-seeking investors like these types of businesses because they can legally avoid federal income taxes by distributing nearly everything they earn to shareholders as a dividend. Ares Capital Corporation Ares Capital is a business development company, or BDC. over the past five years.

Buyout 246

Buyout Legal Debt Capital 246

The Motley Fool

MARCH 2, 2024

As a BDC, Ares Capital must return at least 90% of its taxable income to shareholders in the form of dividends. Innovative Industrial Properties Innovative Industrial Properties (NYSE: IIPR) is the first -- and only -- real estate investment trust (REIT) trading on the New York Stock Exchange that focuses on the legal cannabis market.

New York Stock Exchange 240

New York Stock Exchange Buyout Investing Legal 240

The Motley Fool

JANUARY 6, 2024

The company expects to achieve a manageable net debt-to-adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA) ratio of 2.5 There was $129 billion in net debt on AT&T's balance sheet at the end of September, which isn't as frightening as it might seem. in the first half of 2025.

Investing 240

Investing Debt Amortization Depreciation 240

The Motley Fool

FEBRUARY 24, 2024

Most American shareholders see their quarterly payments fluctuate with currency exchange rates but the payout has grown every year, in British pounds, since 2007. British American Tobacco Cigarette sales volumes have been declining for decades, but British American Tobacco (NYSE: BTI) still raises its dividend consistently.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Legal Capital 246

The Motley Fool

SEPTEMBER 18, 2023

Plus, they're committed to distributing earnings to their shareholders. PennantPark Floating Rate Capital PennantPark Floating Rate Capital (NYSE: PFLT) is a business development company (BDC), which means it legally avoids paying income taxes by distributing at least 90% of profits to investors as a dividend. and higher.

Investing 243

Investing Debt Legal Capital 243

The Motley Fool

DECEMBER 26, 2023

During Tesla's annual shareholder meeting in May, CEO Elon Musk noted in response to a question from an investor that his company's pricing strategy is dictated by demand. At the moment, inventory levels are rising, and a significant portion of the company's pre-tax income is dependent on potentially unsustainable sources.

Legal 246

Legal Shareholders Taxes Banks 246

The Motley Fool

JULY 15, 2024

Agree Realty Agree Realty is a real estate investment trust ( REIT ), which means it can legally avoid income taxes by distributing nearly all it earns to shareholders as dividend payments. But steady gains for at least another decade aren't an unreasonable expectation. At recent prices, it offers a 4.7%

Taxes 183

Taxes Legal Shareholders Portfolios 183

The Motley Fool

FEBRUARY 15, 2024

Now if we look at the total return for this company over time, over the last 10 years a total return for Campbell shareholders has been close to 50% versus the markets 180% or so. Allen's deal offers shareholders a 50% premium on the current share price. More states started to legalize it. Again I think dividends are great.

Legal 231

Legal Taxes Shareholders Companies 231

The Motley Fool

MARCH 6, 2025

Adjusted earnings per share for the quarter was $0.93, including an effective tax rate of 26.3%, driven by unplanned tax windfall. Our capital allocation strategy is consistent with our historical framework as we continue to take a disciplined approach to maximizing shareholder value.

Leveraging 130

Leveraging Taxes Legal Shareholders 130

The Motley Fool

MAY 2, 2024

Genworth continued to make strong progress in the first quarter against our strategic priorities to drive long-term growth and shareholder value. We are very pleased with Enact's continued strong operating performance, capital levels, and shareholder distributions. per share and adjusted operating income of $85 million or $0.19

Legal 130

Legal Liabilities Shareholders Taxes 130

The Motley Fool

MAY 29, 2024

However, it's not hard to imagine that the best days are still ahead for the company and its shareholders. The stock has always been a play on states' continued legalization of online sports and casino betting. This has steadily played out, with Vermont and North Carolina the latest to legalize sports betting.

Legal 130

Legal Enterprise Values Depreciation Amortization 130

Private Equity Insights

SEPTEMBER 13, 2023

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera. Avantax, the $84bn, tax-focused wealth management firm formerly known as Blucora , will be taken private in an all-cash sale to Cetera Holdings for $1.2bn. The company’s shares jumped to $25.48

Taxes 130

Taxes Consultants Consulting Legal 130

The Motley Fool

AUGUST 1, 2024

Genworth continues to make strong progress against our strategic priorities to drive long-term growth and shareholder value. We are very pleased with Enact's continued strong operating performance, capital levels and shareholder distributions. Good morning, everyone, and thank you for joining our second quarter earnings call.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

JANUARY 10, 2025

We also continued to drive significant demand in our portfolio from new legal drinking age consumers and are pleased to have had a higher proportion of our dollar sales this year coming from 21 to 24 year olds as they have made more trips to the store and spend more on each trip across our brands. Comparable effective tax rate was 16.3%

Capital 130

Capital Leveraging Shareholders Depreciation 130

The Motley Fool

NOVEMBER 7, 2024

The energy sector has a nice balance of yield and value, as many oil and gas companies reward their shareholders with dividends and feature inexpensive valuations. Going forward, it plans to distribute around 50% of operating cash flow to shareholders through buybacks and dividends. The charge seems to be related to a recent ruling.

Investing 130

Investing Legal Leveraging Shareholders 130

The Motley Fool

FEBRUARY 18, 2024

Last quarter, Canopy Growth's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) loss of just under CA$9 million was much smaller than the CA$49.7 pot market once it's legal to do so. Marijuana legalization isn't on the horizon in the U.S., million adjusted EBITDA loss it incurred a year earlier.

Investors 130

Investors Legal Amortization Depreciation 130

Private Equity Wire

JULY 10, 2024

CEBAT and its shareholders were assisted by Lazard (financial advisor), Wepartner (business plan and financial advisor), EY (accounting & tax advisor), Legance – Avvocati Associati (legal advisor), and LEK (commercial advisor). Kearney (commercial advisor) and Anthesis (ESG advisor).

Companies 93

Companies Portfolios Legal Taxes 93

Private Equity Wire

JANUARY 23, 2024

Bridgepoint, via Bridgepoint Europe VII (BE VII), a fund focused on investing in mid-market growth businesses, is to acquire RoC Skincare (RoC), with existing backer Gryphon Investors, selling its majority shareholding in RoC as part of the transaction.

Due Diligence 96

Due Diligence Legal Taxes Shareholders 96

Private Equity Wire

SEPTEMBER 18, 2023

SK Capital has acquired a majority interest in the company with Mauro Carbone, Ecopol’s CEO and controlling shareholder, retaining a significant stake and remaining as both the CEO and largest individual shareholder. Latham & Watkins LLP served as legal counsel to SK Capital. and Intesa Sanpaolo S.p.A

Capital 98

Capital Legal Investing Shareholders 98

The Motley Fool

DECEMBER 24, 2023

For over 25 years, the company has raised its distribution annually to shareholders, and today, it yields investors 7.7%. Enterprise is a master limited partnership, which has important tax considerations Enterprise operates as a master limited partnership (MLP) , a legal structure many midstream companies choose to operate under.

Taxes 130

Taxes Depreciation Consultants Consulting 130

The Motley Fool

MAY 28, 2024

The Wall Street Journal reported that Illinois legislators have approved their 2025 budget, including a provision that would more than double taxes on sports betting operators. Citing multiple analyst reports, TheFly.com estimates that the new law, if signed by the governor, will raise DraftKings' Illinois tax rate from 15% to 36% or 37%.

Taxes 100

Taxes Legal Shareholders Returns 100

The Motley Fool

NOVEMBER 7, 2024

As I mentioned during our last call, shareholders rightfully expect both short- and long-term results. Excluding live streaming revenue, gains in emerging brands over the past few quarters have largely been offsetting declines from the Evergreen brands as we illustrated in the shareholder letter. Turning to our outlook.

Shareholders 130

Shareholders Portfolios Legal Investors 130

Private Equity Wire

OCTOBER 7, 2024

Shareholders were advised by Hogan Lovells (James Cross – legal), EY (Matt Eves – corporate finance), Grant Thornton (Michael Gilmore – tax), Stax (Florent Jarry – commercial due diligence), KPMG (Mark Alcroft – financial due diligence).

Due Diligence 94

Due Diligence Legal Taxes Finance 94

The Motley Fool

FEBRUARY 22, 2024

In 2023, Genworth made outstanding progress against our three strategic priorities, which enabled us to return significant value to our shareholders. On a statutory accounting basis, pre-tax income for the U.S. We continue to allocate excess cash from Enact to drive Genworth's long-term shareholder value. per diluted share.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

JUNE 19, 2023

It remains committed to returning 50% of free cash flow to shareholders through dividends and stock buybacks. Cresco Labs Cannabis stocks have somewhat fallen out of favor lately over concerns about the lack of progress toward federal legalization in the U.S., At the end of fiscal 2023, Medtronic generated $4.5

Legal 130

Legal Amortization Depreciation Earnings Before Interest 130