The Motley Fool

SEPTEMBER 13, 2024

Not all indexes are built the same Don't panic if you're already holding a stake in the aforementioned SPDR S&P 500 ETF Trust. In this same vein, do know that the Invesco fund's regular quarterly rebalancing creates recurring tax liabilities for positions held outside of tax-deferring retirement accounts. You'll be fine.

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Accounting 245

The Motley Fool

JULY 24, 2024

reduction in Berkshire's stake in the bank but could be just the start. That's the difference between the revenue generated by the bank's interest-bearing assets and the expense it pays on interest-bearing liabilities. Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 The sale represents just a 3.3%

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

NOVEMBER 5, 2024

Despite shares of the company rallying by 49% on a total return basis (including its juicy 5% yield) over the trailing year, Englander has sent roughly 40% of his fund's stake in AT&T (8,979,263 shares) to the chopping block this year. But as a shareholder of AT&T, I find Millennium's actions to be a bit of a head-scratcher.

Stakes 130

Stakes Hedge Funds Legal Debt 130

The Motley Fool

NOVEMBER 19, 2024

stake in MicroStrategy, which is mainly valued for its Bitcoin holdings rather than its enterprise software business. That's why its total liabilities have more than quadrupled since the end of 2020, and why the number of MicroStrategy shares outstanding has more than doubled over the past four years. Another $6.5

Companies 246

Companies Enterprise Values Financial Institutions Liabilities 246

The Motley Fool

MAY 18, 2024

Steward Health is putting its hospitals up for sale At more than $9 billion in liabilities, including almost $1 billion in unpaid bills plus another $290 million that it owes in employee wages and benefits, Steward Health is deep financial trouble. In the short run, however, there could be plenty of bumps along the road.

Liabilities 246

Liabilities Stakes Debt Portfolios 246

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

NOVEMBER 26, 2024

It exchanged some real estate value for a stake in its managed care business. It agreed to sell the majority of that platform to Astrana Health for $745 million plus the assumption of certain liabilities. The REIT worked closely with both tenants to help them address their issues.

Prospects 246

Prospects Debt Liabilities Stakes 246

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

FEBRUARY 19, 2025

Our first priority is to create shareholder value through our approximately 81% ownership stake in Enact. This amount could increase over time with changes to liability assumptions. The majority of our assets are in investment-grade fixed maturities held to support our long-duration liabilities. Turning to Slide 17.

Liabilities 130

Liabilities Legal Taxes Debt 130

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. As a result, these passive-income machines tend not to hold onto much cash and must finance their acquisitions by taking on debt.

Liabilities 246

Liabilities Finance Financing Stakes 246

The Motley Fool

JANUARY 31, 2024

It's sitting on just a little less than $100 billion in long-term debt, and another $49 billion in other long-term liabilities. The most important reason is still the most important reason The fourth and final reason to step into new stakes in Apple stock right now, however, isn't a new one at all. But what about debt?

Debt 243

Debt Stakes Liabilities Shareholders 243

The Motley Fool

FEBRUARY 29, 2024

If the company were to have any financial liability, it would likely be determined by the notoriously slow U.S. Dow stock No. Generally speaking, Wall Street loathes uncertainty. The Federal Reserve's historic interest rate-hiking cycle was another possible sell catalyst for billionaire asset managers. court system.

Investors 243

Investors Asset Management Liabilities Assets 243

The Motley Fool

JUNE 27, 2023

On June 8, it announced that it will be selling its stake in Option Care Health , worth $330 million. So even though Walgreens has been having some issues with squaring its liabilities and its cash output, it is indeed fairly realistic for its shares to rise by as much as Wall Street is expecting. In the second quarter, it spent $1.5

Debt 246

Debt Bidding Liabilities Stakes 246

The Motley Fool

DECEMBER 16, 2023

What is at stake is how much current and/or future beneficiaries will receive. Increase payroll tax liability on high earners The flagship change offered by Biden would involve increasing the payroll tax liability of high-earning workers. million survivor beneficiaries each month, could exhaust its asset reserves by 2033.

Taxes 246

Taxes Liabilities Legal Assets 246

The Motley Fool

APRIL 10, 2024

Furthermore, legacy telecom companies like AT&T were the subject of a July report from The Wall Street Journal that alleged these companies could face sizable cleanup costs and health-related liabilities tied to their use of lead-sheathed cables. However, it's not all bad news for AT&T. court system.

Liabilities 246

Liabilities Debt Stakes Investors 246

The Motley Fool

AUGUST 28, 2024

Liabilities totaled $1.1 The primary reason is that Palantir's technology is used in high-stakes situations, such as supporting Ukraine in its war against Russia. Palantir is profitable, earning $135.6 million in Q2 net income. Its balance sheet includes total assets of $5.2 on Wednesdays and have outdoor seating."

Initial Public Offering 235

Initial Public Offering Liabilities Stakes Assets 235

The Motley Fool

DECEMBER 7, 2023

Telecom stocks have been reeling throughout much of the year because of higher interest rates -- most telecom companies carry a lot of debt -- and a July report from the Wall Street Journal that suggests lead-sheathed cables still in use by legacy telecoms could lead to hefty replacement costs and financial liabilities. It invested $1.8

Investing 245

Investing Liabilities Legal Asset Management 245

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. court system, and that would likely be a long process.

Debt 246

Debt Liabilities Assets Capital 246

The Motley Fool

MARCH 15, 2024

billion special dividend at the time of spinoff and future dividends as 3M will retain a 19% stake in the business. billion special dividend at the time of spinoff and future dividends as 3M will retain a 19% stake in the business. Organic sales fell 3.2%

Conglomerates 246

Conglomerates Legal Liabilities Stakes 246

The Motley Fool

JANUARY 2, 2024

The other headwind that held back AT&T stock was the July report by The Wall Street Journal that suggested the legacy use of lead-sheathed cables by telecom companies could result in hefty replacement costs and environmental/health liabilities. Altria also has a sizable equity stake in Canadian licensed cannabis producer Cronos Group.

Debt 242

Debt Liabilities Capital Business Development Companies 242

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. There is no way for it to grow quickly enough to close the gap between its liabilities and liquid assets. It only has $340 million in cash.

Debt 228

Debt Liabilities Assets Stakes 228

The Motley Fool

JUNE 22, 2023

When he finally exited his stake in 2014, Ackman says he made $1.6 He said the company's liabilities-to-equity ratio was 139 to 1. By advocating for the value of the assets, Ackman was able to contribute to a bidding war for General Growth Properties. It eventually emerged from bankruptcy in the second half of 2010.

Hedge Funds 236

Hedge Funds Investing Leveraging Bidding 236

The Motley Fool

AUGUST 13, 2023

In that context, the company's recently announced purchase of eight beer brands from Anheuser-Busch InBev could be seen as a liability as there is a chance the brands are money-burning as well. Whereas management was once aiming for a market share of 30%, in the years following that goal-setting, Tilray actually lost nearly half of its stake.

Legal 246

Legal Liabilities Banks Shareholders 246

The Motley Fool

AUGUST 30, 2023

The legal picture is getting a lot clearer Despite the company's financial strength, there has been a lot of uncertainty about whether it could handle its legal liabilities while continuing to pay dividends at the current level. However, 3M's future legal liabilities have become clearer this year. per share in 2023.

Legal 130

Legal Liabilities Stakes Debt 130

The Motley Fool

AUGUST 10, 2024

More specifically, Warren Buffett's Berkshire Hathaway sold off a significant portion of its stake in the iPhone maker according to recent filings. Buffett continues to trim his stake in Apple Per Berkshire's most recent quarterly report, the company's stake in Apple was worth $84.2 billion as of the end of the second quarter.

Initial Public Offering 130

Initial Public Offering Stakes Taxes Liabilities 130

The Motley Fool

SEPTEMBER 27, 2023

Uber has also acquired a 30% stake in Aurora, with the hope that its technology will eventually bring autonomous vehicles to Uber's business. Uber was developing its own self-driving platform under a subsidiary called Advanced Technologies Group (ATG). But it isn't betting everything on one start-up.

Liabilities 246

Liabilities Stakes Companies Investors 246

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. billion in "other" long-term liabilities that don't qualify as debt. billion in accrued short-term liabilities. Still, with $17.1

Liabilities 130

Liabilities Debt Stakes Prospects 130

The Motley Fool

AUGUST 28, 2023

While paying out billions of dollars to settle these claims may be a temporary speed bump for Johnson & Johnson, it has a relatively pristine balance sheet and ample cash flow to cover whatever financial liability it ultimately faces. The factor that likely fueled this selling activity is a slowdown in the company's sales growth.

Asset Management 244

Asset Management Liabilities Assets Stakes 244

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. Read more CVC Capital mulls selling stake worth $345m in Indian healthcare firm Private equity firm CVC Capital Partners is considering selling a 60.4%

Debt 147

Debt Private Equity Firms Private Equity Firms Financial Institutions 147

The Motley Fool

NOVEMBER 15, 2024

million in operating lease liabilities. The chance that shareholders will see their stakes diluted by new stock issuance is rising markedly although precisely when that might occur is difficult to predict. As of the end of the third quarter, CRISPR had around $1.9 It has no debt although it does have $210.6

Liabilities 189

Liabilities Debt Shareholders Stakes 189

The Motley Fool

MARCH 16, 2024

This isn't just about protecting its image, however; it's also about the significant amount of money that is at stake. It tried to use a subsidiary, LTL Management, to assume responsibility for all the lawsuits and then bankrupt it, thus limiting its overall liability. Judges rejected this attempt -- twice. and Canada.

Legal 130

Legal Liabilities Stakes Shareholders 130

The Motley Fool

APRIL 20, 2024

After decades of acquiring dozens of privately held businesses and stakes in public corporations, the publicly traded behemoth is one of the world's largest companies. It is famous for its massive stake in Apple and longtime holdings like Coca-Cola and American Express. A company's book value is its total assets minus its liabilities.

Stakes 130

Stakes Liabilities Shareholders Debt 130

The Motley Fool

MAY 5, 2024

Because of that, Bill Gross is selling his stake in Enterprise Products Partners to focus on his favorite MLPs. All are great options Bill Gross is selling his stake in Enterprise Products Partners because he believes Western Midstream, Energy Transfer, and MLPX offer more attractive yields and upside potential. However, its 7.4%

Taxes 130

Taxes Leveraging Stakes Liabilities 130

The Motley Fool

OCTOBER 9, 2024

conglomerate unloaded much of his stake in Apple, a company he's touted as "probably the best business I know in the world." million shares, or roughly half of its stake in the company, worth roughly $80 billion. In the second quarter, Berkshire Hathaway sold 389.4 It wasn't clear why Berkshire decided to sell Apple stock.

Hedge Funds 130

Hedge Funds Conglomerates Stakes Taxes 130

The Motley Fool

AUGUST 9, 2024

This move shouldn't come as a surprise, but unfortunately for Delta Air Lines, CrowdStrike's liability could be well below the $500 million it had to fork out. I wouldn't go all-in on the stock right now, but dollar-cost averaging your way into a stake could be a great option if you have time on your side.

Stakes 130

Stakes Legal Liabilities Public Companies 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. Read more CVC Capital mulls selling stake worth $345m in Indian healthcare firm Private equity firm CVC Capital Partners is considering selling a 60.4%

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 130

The Motley Fool

SEPTEMBER 9, 2023

These are some of the biggest advantages of incorporation Here are some of the biggest benefits of choosing to organize your business as a corporation: You get liability protection. It exists independently from you, which provides you with strong protection from liability.

Taxes 130

Taxes Liabilities Legal Stakes 130