The Motley Fool

MARCH 27, 2025

This unmatched heft, combined with a broad portfolio of patent-protected drugs, has helped Pfizer build a wide economic moat around its business. The company's 2023 acquisition of Seagen has also significantly bolstered its oncology portfolio, contributing a noteworthy $3.4 billion in revenue for full-year 2024.

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Shareholders Portfolios Capital Returns 130

The Motley Fool

OCTOBER 27, 2024

Here are three standout Vanguard ETFs that exemplify efficient, simple investing while providing excellent portfolio diversification. Performance speaks volumes with this growth-oriented fund, delivering an average annual return of 15.54% over the prior 10-year period. Image source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Capital Funds Return On Investment 246

The Motley Fool

MARCH 21, 2025

Understanding Carnival's Business Carnival, a behemoth in the cruise industry, operates an impressive portfolio of nine cruise lines that cater to a wide range of vacationers -- from budget-conscious travelers to luxury cruisers. billion $5.746 billion $5.406 billion 7.5% Operating income $543 million N/A $276 million 96.7%

Debt 130

Debt Return On Investment Capital Returns 130

The Motley Fool

FEBRUARY 5, 2024

It boasts a portfolio of over 200 beverage brands, including famous global names include Johnnie Walker, Guinness, Smirnoff, Baileys, Captain Morgan, and Tanqueray. And with its price-to-earnings (P/E) ratio of 18, Diageo is near its decade-long low of 16 -- although its net income margin has yet to return to pre-pandemic levels.

Mergers and Acquisitions 244

Mergers and Acquisitions Capital Return On Investment Debt 244

The Motley Fool

AUGUST 20, 2024

Mutual funds and exchange-traded funds (ETFs) will buy and sell stocks right after each rebalancing announcement, keeping their investment portfolios equally fresh -- with no extra effort required by the funds' shareholders. The investment plan is also really simple. I'll start from scratch with a zero-dollar portfolio.

Mutual Funds 237

Mutual Funds Exchange-Traded Funds Funds Return On Investment 237

The Motley Fool

SEPTEMBER 7, 2024

And, in some cases, they are selling off Nvidia in order to buy up this red-hot cryptocurrency for their portfolios. That represents a potential return on investment of nearly 83,000% ! That carries enormous significance from the perspective of portfolio diversification. to 1% of their portfolios to Bitcoin.

Hedge Funds 246

Hedge Funds Assets Asset Management Stakes 246

The Motley Fool

NOVEMBER 27, 2023

Just as a diverse stock portfolio keeps you afloat when one stock languishes, its diverse revenue streams keep Illinois Tool Works afloat when one segment hits hard times. ITW Return on Invested Capital data by YCharts. While no dividend is guaranteed, investors should sleep well at night holding this stock in their portfolio.

Conglomerates 246

Conglomerates Amortization Depreciation Earnings Before Interest 246

The Motley Fool

NOVEMBER 8, 2024

Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified. Main Street defines ROE as the net increase in net assets resulting from operations divided by the average quarterly total net assets.

Capital 130

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

The Motley Fool

MAY 5, 2024

Paying off credit card debt has one of the highest guaranteed returns on investment you can find. Another high return on investment opportunity is your employer's 401(k) match , if they offer one. You could receive an immediate return between 50% and 100% just by saving for retirement.

Liabilities 246

Liabilities Debt Education Assets 246

The Motley Fool

SEPTEMBER 7, 2024

But by investing in individual stocks, you can grow your wealth even faster, if you choose the right stocks. Keep reading to see two stocks that look well-positioned to build wealth in your portfolio. This dynamic has favored both retailers, allowing Home Depot to generate wide operating margins and high returns on invested capital.

Taxes 238

Taxes Return On Investment Debt Stock Market 238

The Motley Fool

NOVEMBER 20, 2024

NASDAQ: POOL) to Berkshire's portfolio as one of its new holdings. generates a robust return on invested capital (ROIC) of 23.5%, which means it can generate profits without investing a ton into the business. That efficiency and sustained revenue growth have made the stock a whopper of an investment.

Portfolios 130

Portfolios Investors Stakes Shareholders 130

The Motley Fool

NOVEMBER 12, 2024

and Warren Buffett, I'm willing to bet that artificial intelligence (AI) investing is not the first thing that comes to your mind. However, if you look at some of the stocks they own, it's clear that some of their portfolio is exposed to the AI trend. of Berkshire's total portfolio. Berkshire first invested in Amazon in Q1 2019.

Portfolios 246

Portfolios Accounting Returns Return On Investment 246

The Motley Fool

AUGUST 6, 2023

Ackman isn't afraid to take big swings, and investors might be surprised to learn that his highly concentrated portfolio consists of just eight stocks. With all the excitement surrounding artificial intelligence (AI) this year, you might be surprised to find that only one AI stock has made the cut and is part of his portfolio.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Hedge Funds Investing 246

The Motley Fool

FEBRUARY 23, 2024

If you want to invest like Buffett , Apple (NASDAQ: AAPL) and American Express (NYSE: AXP) would be two good stocks to buy and hold long-term. Here's what Buffett likes about these two companies, and why they should grow for a long time in Berkshire's portfolio of stocks. billion in the most recent quarter.

Shareholders 242

Shareholders Portfolios Returns Return On Investment 242

The Motley Fool

JULY 8, 2024

Rebalance your portfolio If your 401(k) has skyrocketed in the past few years because of strong stock market performance, you might want to change the asset allocation in your account. But if you're concerned that your $1 million 401(k) has gotten out of alignment with your overall investment goals, feel free to use this moment to rebalance.

Consultants 241

Consultants Consulting Assets Accounting 241

The Motley Fool

JULY 25, 2024

Extending its leadership in a billion-dollar business Vertex is already the global leader in the treatment of cystic fibrosis (CF), with its portfolio of drugs bringing in $9.8 Should you invest $1,000 in Vertex Pharmaceuticals right now? if you invested $1,000 at the time of our recommendation, you’d have $751,180 !*

Portfolios 246

Portfolios Returns Return On Investment Capital 246

The Motley Fool

AUGUST 25, 2024

But there's no reason your portfolio needs to share in this volatility. Looking for investments that will insulate your savings from a potential recession but still want to profit if markets head higher? Even if you purchased shares immediately before a recession, your portfolio would still be far ahead of the competition.

Hedge Funds 246

Hedge Funds Leveraging Capital Banks 246

Private Equity Insights

DECEMBER 15, 2023

Blackstone Real Estate Debt Strategies and Blackstone Real Estate Income Trust partnered with Miami, Florida-based Rialto Capital and the Canada Pension Plan Investment Board to make the successful $1.2bn bid for the 20% interest in a joint venture set up by the FDIC to hold the failed bank’s $16.8bn in commercial real estate debt.

Stakes 225

Stakes Debt Bidding Law Firms 225

The Motley Fool

MAY 12, 2024

If you want to generate passive income from your investment portfolio, Agree Realty (NYSE: ADC) is one stock to consider. The real estate investment trust (REIT) offers an attractive dividend yield of 5.1%. if you invested $1,000 at the time of our recommendation, you’d have $550,688 !*

Debt 245

Debt Leveraging Prospects Shareholders 245

The Motley Fool

OCTOBER 22, 2024

That's an incredible return on investment no matter how you slice it. For those seeking to build multigenerational wealth through dividends, this retail giant might just be the cornerstone your portfolio needs. Should you invest $1,000 in Costco Wholesale right now? Consider when Nvidia made this list on April 15, 2005.

Shareholders 246

Shareholders Stakes Return On Investment Returns 246

The Motley Fool

MAY 20, 2024

Yield: The JEPI sports a 7.63% annualized yield at current levels, making it an attractive option for income-focused portfolios. Three-year average annual return: The JEPI has shown consistent growth since inception, delivering a 7.2% average annual return over the prior three years. Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Returns Funds Return On Investment 246

The Motley Fool

SEPTEMBER 24, 2024

I often remind investors that, alas, unless you are a billionaire hedge fund manager too, your portfolio makeup and decisions are going to look different from those of the ultra-rich. That's why it could belong in all types of portfolios and has even ended up in value investor Warren Buffett 's Berkshire Hathaway portfolio.

Hedge Funds 246

Hedge Funds Leveraging Portfolios Returns 246

The Motley Fool

SEPTEMBER 9, 2023

Best-in-class profitability Home to over 100 brands sold in 80 countries, Hershey has a proven track record of generating healthy returns on invested capital as it expanded across the United States in its younger years and globally more recently.

Return On Investment 246

Return On Investment Capital Debt Shareholders 246

The Motley Fool

JANUARY 9, 2024

The expansion of its portfolio, geographically and in terms of energy drinks, tea, coffee, and other beverages, has given Coke a wider moat and pricing power. A good metric for evaluating a company's balance sheet and ability to invest in profitable projects is return on invested capital (ROIC). forward yield.

Assets 242

Assets Asset Management Capital Return On Investment 242

The Motley Fool

MAY 20, 2024

The company maintains a broad portfolio of solutions that cover network security, cloud security, and security operations. Its large customer base and broad product portfolio also reduce the number of unpenetrated potential markets. Its 40% free-cash-flow margin and return on invested capital (ROIC) are both impressive.

Shareholders 243

Shareholders Capital Portfolios Returns 243

The Motley Fool

SEPTEMBER 24, 2024

This rising return on invested capital (ROIC) is essential to investors as it shows the company is improving its ability to generate profits from its debt and equity -- a feat that frequently leads to a stock outperforming. if you invested $1,000 at the time of our recommendation, you’d have $712,454 !*

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Return On Investment Capital 246

The Motley Fool

MAY 26, 2024

Generating top-tier returns from its growth What makes these ambitious growth plans all the more exciting for investors is that O'Reilly has a long history of delivering robust return on invested capital (ROIC). ORLY return on invested capital; data by YCharts. Consider when Nvidia made this list on April 15, 2005.

Initial Public Offering 245

Initial Public Offering Professional Services Shareholders Return On Investment 245

The Motley Fool

JANUARY 14, 2024

Berkshire Hathaway 's stock portfolio is a great source to find outstanding businesses that have won the approval of one brilliant investor. Since 1965, Berkshire Hathaway CEO Warren Buffett has delivered a phenomenal return of 3,787,464% through 2022. The 10 stocks that made the cut could produce monster returns in the coming years.

Shareholders 246

Shareholders Financial Institutions Stakes Debt 246

The Motley Fool

AUGUST 14, 2024

AI-powered growth Like its name indicates, Broadcom is a diversified business, from infrastructure chips to software, but its AI portfolio is fast becoming a juggernaut. if you invested $1,000 at the time of our recommendation, you’d have $668,029 !* Consider when Nvidia made this list on April 15, 2005.

Conglomerates 245

Conglomerates Amortization Portfolios Assets 245

The Motley Fool

OCTOBER 1, 2024

A top-tier return on invested capital First, the company has maintained an average return on invested capital (ROIC) of 53% over the last decade. if you invested $1,000 at the time of our recommendation, you’d have $744,197 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Capital 246

Capital Return On Investment Debt Returns 246

The Motley Fool

NOVEMBER 20, 2024

Investing in its logistics network to serve the underpenetrated LatAm e-commerce market while building out its credit portfolio to help the underbanked, the company's focus on benefiting its users is more important to me than 90 days' worth of profits. MELI Return on Invested Capital data by YCharts.

Initial Public Offering 230

Initial Public Offering Prospects Capital Return On Investment 230

The Motley Fool

JANUARY 27, 2024

In more good news, history shows us bull markets generally last longer than bear markets, offering our portfolios time to benefit. Return on invested capital also has been on the rise over the past year. AMZN Return on Invested Capital data by YCharts These moves should benefit the company in better times, too.

Debt 241

Debt Return On Investment Shareholders Capital 241

The Motley Fool

NOVEMBER 6, 2024

This is sage advice when investing because you never know what can happen, and you wouldn't want an unfortunate event to destroy the money you've worked hard for. A diverse portfolio of high-quality companies can appreciate over time but still protect you from one lousy egg spoiling the bunch. But what if you could only hold one stock?

Initial Public Offering 189

Initial Public Offering Conglomerates Public Companies Return On Investment 189

The Motley Fool

APRIL 30, 2024

Steady profitability, a rising dividend, and a once-in-a-decade valuation Zoetis' history of successful research and development (R&D) can clearly be seen in its consistently improving return on invested capital (ROIC) , which recently hit 20%. The 10 stocks that made the cut could produce monster returns in the coming years.

Return On Investment 244

Return On Investment Debt Capital Returns 244

The Motley Fool

OCTOBER 20, 2024

The stock won't make you rich overnight, but it can help you retire a millionaire as part of a diversified long-term portfolio. I also like how Lam Research's return on invested capital (ROIC) has gradually improved. if you invested $1,000 at the time of our recommendation, you’d have $845,679 !*

Capital 246

Capital Returns Return On Investment Portfolios 246

The Motley Fool

APRIL 15, 2024

The LP has delivered an average return on invested capital (ROIC) of 12% over the last 10 years. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

Debt 246

Debt Assets Taxes Return On Investment 246

The Motley Fool

DECEMBER 14, 2024

Morgan analysts recently compared the average forward return from record highs in the S&P 500 versus the average forward return from non-record highs. Personally, I think now is a good time to accumulate cash in portfolios. The S&P 500 performs just as well or better from record highs as from all other times.

Investors 242

Investors Stock Market Stock Market Return On Investment 242