The Motley Fool

OCTOBER 26, 2024

Additionally, Berkshire owns stakes in homebuilder NVR (NYSE: NVR) and leading cosmetics retailer Ulta Beauty (NASDAQ: ULTA). Buffett views the company's stock holdings, including large stakes in Apple , American Express , and Coca-Cola , the same as owning the whole business. billion in liabilities. billion in cash, $2.3

Stakes 130

Stakes Liabilities Shareholders Investors 130

The Motley Fool

JANUARY 31, 2024

It's not been a particularly great month for Apple (NASDAQ: AAPL) shareholders. Indeed, it's been a lackluster past few months for shareholders with the stock sliding back to where it was priced in July of last year. The shares bounced back a bit from their early January stumble, but they're weakening again now. Or maybe not.

Debt 243

Debt Stakes Liabilities Shareholders 243

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

JUNE 29, 2024

Given that investors are generally told to (and tend to) own stakes in the leading companies of any given business, Advanced Micro Devices isn't a stock that's always easy to get excited about buying. Shareholders don't have to worry about AMD being able to operate as it wants to, simply because there's no earnings or extra cash to work with.

Liabilities 130

Liabilities Debt Prospects Stakes 130

The Motley Fool

JANUARY 23, 2024

Even as it faced macroeconomic headwinds and one-time tax liabilities over the last year, Microsoft continued to post sales growth and strong profits. In addition to its own internal projects, Microsoft also owns a substantial stake in OpenAI -- the company responsible for applications including ChatGPT and DALL-E. Chart by author.

Liabilities 246

Liabilities Stakes Taxes Shareholders 246

The Motley Fool

FEBRUARY 10, 2024

They're all particularly sensitive to interest rates because they're required to pay out at least 90% of their taxable income as dividends in exchange for the ability to pass the tax liability on to shareholders. When the Fed signaled it would quit raising rates, REITs rallied.

Liabilities 246

Liabilities Financing Finance Stakes 246

The Motley Fool

FEBRUARY 26, 2024

The remaining company would in a position to meet litigation matters and "to return cash to shareholders and value to shareholders including through a dividend, paying an attractive dividend." stake it will retain in Solventum (which could be sold to raise cash) is also tricky. stake in Solventum could be worth $3.5

Legal 130

Legal Stakes Shareholders Liabilities 130

Private Equity Insights

SEPTEMBER 27, 2023

The offer aims to “to offer liquidity to holders and to assist in ensuring an orderly resolution of the issuer’s liabilities,” the document said. The five insurers will become shareholders in a new company dubbed Cronos Vita. stake in Indian cancer. The insurers involved declined to comment.

Debt 147

Debt Private Equity Firms Private Equity Firms Financial Institutions 147

The Motley Fool

SEPTEMBER 23, 2023

Through this avenue, Buffett owns a sizable stake in Microsoft (NASDAQ: MSFT). To close out the second quarter, New England Asset Management owned nearly 45,000 shares of Microsoft stock, a stake worth roughly $15 million.

Securities and Exchange Commission (SEC) 237

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. Additionally, an increasing share count reduces the value of each shareholder's stake.

Debt 130

Debt Earnings Before Interest Amortization Depreciation 130

Private Equity Insights

SEPTEMBER 27, 2023

The offer aims to “to offer liquidity to holders and to assist in ensuring an orderly resolution of the issuer’s liabilities,” the document said. The five insurers will become shareholders in a new company dubbed Cronos Vita. stake in Indian cancer. The insurers involved declined to comment.

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 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

FEBRUARY 17, 2024

annual shareholder meeting last May. While Berkshire Hathaway reports deferred income taxes on the unrealized gains in its portfolio as a liability on its balance sheet, it doesn't actually have to pay those taxes until Buffett or one of the other investment managers at Berkshire sells shares and realizes a gain.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

DECEMBER 3, 2023

Selling its liquid investments and its stakes in other businesses has become a routine move to generate enough cash to keep the lights on over the last year or so. Shareholders essentially get paid the difference between its revenue, which totaled $1.4 The burden of advancing into the segment has trashed its profitability.

Debt 228

Debt Liabilities Assets Stakes 228

The Motley Fool

SEPTEMBER 7, 2023

These settlements are costly The two largest legal issues facing 3M lately have been the product liability related to earplugs it sold to the military and the environmental impacts of "forever chemicals" the company produced. Image source: Getty Images. That said, some things have started to become more clear.

Legal 130

Legal Stakes Liabilities Shareholders 130

The Motley Fool

DECEMBER 7, 2023

Companies that dole out a regular payout to their shareholders tend to be profitable on a recurring basis, time-tested, and can offer transparent long-term growth outlooks. Even if Verizon were to eventually face some form of monetary liability, this would be determined by the U.S. were to legalize cannabis at the federal level.

Investing 245

Investing Liabilities Legal Public Companies 245

The Motley Fool

SEPTEMBER 16, 2024

The "smart money" is beholden to shareholders, and a 5% move in the share price of a stock one way or the other can have much bigger consequences for them than it does for an individual investor. I also think it's important to understand that Berkshire is not selling these shares at a loss. billion in 2025.

Banks 130

Banks Hedge Funds Conglomerates Liabilities 130

The Motley Fool

JANUARY 2, 2024

Companies that pay a regular dividend to their shareholders are usually profitable on a recurring basis, and they can often provide transparent long-term growth outlooks. Further, any financial liability claims (should there be any) would likely take years to determine in the U.S. Image source: Getty Images. court system.

Debt 242

Debt Liabilities Capital Business Development Companies 242

The Motley Fool

DECEMBER 5, 2023

Companies that pay a regular dividend to their shareholders tend to be profitable on a recurring basis and time-tested. The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. court system, and that would likely be a long process.

Debt 246

Debt Liabilities Capital Assets 246

The Motley Fool

MAY 15, 2024

At the latest Berkshire annual shareholder meeting, Buffett revealed his belief that corporate tax rates would soon rise, a belief that at least partially led Berkshire to trim its Apple stake. This snippet suggests that Buffett is conscious of tax liabilities when it comes to calculating total returns.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

MARCH 21, 2024

Last week it announced that it would be selling a significant chunk of its stake in Anheuser-Busch InBev (NYSE: BUD). It's been using its generous cash flow to return money to its shareholders through buybacks and dividend boosts. The state of its business, future legal liabilities, and poor diversification history isn't so attractive.

Legal 130

Legal Liabilities Stakes Shareholders 130

The Motley Fool

SEPTEMBER 15, 2023

Long-term shareholders in AT&T (NYSE: T) don't have much to be happy about. Is AT&T a smart buy now considering its big dividend yield and meager price-to-earnings ratio, or is it a value trap destined to serve up even more disappointment for shareholders? The stock is also down 20.5% this year alone.

Mergers and Acquisitions 130

Mergers and Acquisitions Debt Shareholders Liabilities 130

The Motley Fool

JANUARY 25, 2024

Lastly, it holds a portfolio of stakes in a few dozen publicly traded companies, which are the parts of Berkshire most investors probably follow the closest. A company's book value is its assets minus liabilities. In other words, what do you have left over after you pay everyone you owe?

Conglomerates 130

Conglomerates Banks Liabilities Assets 130

The Motley Fool

FEBRUARY 1, 2024

We were able to add to our VSC operations and increase our ownership stake in certain situations. We reported net income to common shareholders of 2 billion in 2023 versus the net loss to common shareholders of 253 million in 2022, with the change largely attributed to the year-over-year swing in our public equity portfolio valuation.

Liabilities 130

Liabilities Portfolios Capital Shareholders 130

The Motley Fool

APRIL 30, 2024

Despite these positives, eight prominent billionaire investors pared down their fund's respective stakes in Nvidia during the December-ended quarter. The WSJ alleges legacy telecom companies could face exorbitant cleanup costs and health-related liabilities tied to their use of lead-sheathed cables in their networks. court system.

Liabilities 130

Liabilities Asset Management Legal Assets 130

The Motley Fool

APRIL 11, 2024

Another catalyst that may have sent billionaires running for the proverbial hills is the July report from The Wall Street Journal that alleged legacy telecom companies could face massive cleanup costs and health-related liabilities tied to their use of lead-clad cables. Ultra-high-yield dividend stock No. court system.

Asset Management 130

Asset Management Liabilities Assets Leveraging 130

The Motley Fool

NOVEMBER 9, 2023

Genworth continued to make progress against our strategic priorities in the third quarter as we deliver long-term growth and drive shareholder value. LTC had an adjusted operating loss of 71 million, driven by a liability remeasurement loss under LDTI. Good morning, everyone, and thank you for joining our third quarter earnings call.

Liabilities 100

Liabilities Legal Taxes Debt 100

The Motley Fool

AUGUST 9, 2023

We continue to view returns to shareholders as an attractive use of our capital in the current environment, and this is reflected in our stock price, which has increased by over 60% as of the market close on Friday, August 4, since announcing our original share repurchase authorization in May of 2022. life insurance companies.

Legal 100

Legal Liabilities Taxes Accounting 100

The Motley Fool

NOVEMBER 7, 2024

It's important to note that the hydro business represents an annual EBITDA run rate of approximately $25 million, and we intend to only enter into a transaction if it creates value for our shareholders. Our opportunity is to more effectively standardize and apply best practices to create additional value for our customers and shareholders.

Debt 130

Debt Taxes Best Practices Depreciation 130

The Motley Fool

JUNE 20, 2023

While optimists had suggested that these price cuts were representative of production efficiencies, CEO Elon Musk made clear during Tesla's annual shareholder meeting in mid-May that these price reductions were solely in response to demand. It has reduced the price on key models globally around a half-dozen times since the year began.

Shareholders 130

Shareholders Liabilities Asset Management Prospects 130

The Motley Fool

AUGUST 3, 2023

The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. We reported net income to common shareholders of $1.2 Comprehensive income to shareholders for the first half of 2023 was $1.2

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

FEBRUARY 17, 2024

This smaller size could be seen as a liability, and in some ways, it is. Ares Capital Last, but not least, consider jumping into a stake in Ares Capital (NASDAQ: ARCC) while its dividend yield stands at a frothy 9.5% It's also worth the risk to BDC shareholders, as these stocks tend to generate above-average dividend payments.

Banks 130

Banks Capital Liabilities Business Development Companies 130

Pension Pulse

MAY 16, 2023

Last month, Teck pulled its proposal to split the company into separate coal and copper businesses after failing to secure shareholders' support. stake, and Norway's wealth fund, Norges Bank, owns 1.52%, while Canadian pensions together hold 0.78% stake, according to Refinitiv data.

Bidding 52

Bidding Pension Funds Stakes Shareholders 52

The Motley Fool

JULY 5, 2024

What ends up happening is Chewy reports an extraordinarily good quarter and a big fat planned share buyback also good for existing shareholders and that leads institutions to say, oh, hang on, this stock is not going to go down. I prefer, and I am a shareholder. Does that have any legal liability attached to it?

Shareholders 130

Shareholders Capital Banks Assets 130

The Motley Fool

DECEMBER 30, 2023

The deal would be for premium of 32% for shareholders based on when the deal was brought up at the end of November, stock has been battered around for a bit. Is this a deal that shareholders should want? Jason Moser: If I were a shareholder, which I'm not. Jason Moser: If I were a shareholder, which I'm not.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

APRIL 29, 2024

We have a packed agenda lined up for the next three days, and we're excited to see our customers, partners, analysts, shareholders, and employees, all in person to share our passion for BI, AI, bitcoin, and innovation. billion in equity in a manner that we believe to be creative to existing shareholders. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

Pension Pulse

FEBRUARY 21, 2024

The company, which has the fourth-highest investment grade rating with S&P Global Ratings, is able to raise funding at similar levels to the Province of Quebec, its sole shareholder.

Pension Funds 59

Pension Funds Debt Liabilities Stakes 59