The Motley Fool

APRIL 23, 2024

Nearly one-third of his portfolio is tied up in these companies. It's now leveraging that position to fuel its cloud computing and enterprise software businesses. Thanks to those public filings, we can get a glimpse at exactly how Tepper invests his money. And he's betting big on three artificial intelligence (AI) stocks in 2024.

Portfolios 246

Portfolios Investors Investing Hedge Funds 246

Top 1000 Funds

SEPTEMBER 11, 2023

billion Pennsylvania Public School Employees' Retirement System has reduced net leverage, added fixed income and continues to shave costs off its external investment management fees, mostly by reducing private allocations. The trimming and shifting of the portfolio is part of an adjusted SAA responding to ongoing market changes.

Leveraging 52

Leveraging Management Fees Portfolios Returns 52

The Motley Fool

OCTOBER 8, 2023

Lastly, it continued to rack up steep losses while increasing its leverage with more convertible debt offerings. to allocate a whopping 47% of its entire portfolio to Apple. If that happens, I'd definitely add it to my portfolio as a leading retail play. Second, it issued several safety-related recalls.

Portfolios 246

Portfolios Enterprise Values Leveraging Debt 246

The Motley Fool

MAY 9, 2024

If you're looking to generate passive income for your portfolio, look no further than dividend stocks. Here are two dividend stocks you can buy to boost your income from your portfolio today. BDCs tend to use leverage to help boost their payouts. is below the BDC average of 1.06, showing its more conservative use of leverage.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

MAY 16, 2024

It's a type of ETF known as a leveraged ETF , meaning it uses derivative securities and/or borrowed money to amplify returns to a desired level. If the Nasdaq 100 falls by 1%, you can expect the leveraged ETF to drop by 3%. Also, while a leveraged ETF amplifies gains, it also amplifies losses in tough times. Should you invest?

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Returns Funds 246

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.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

APRIL 28, 2024

billion portfolio, you'll see that there's one business that makes up more than 18% of the assets. Even though all of Chipotle's stores are company-owned, the business has been able to better leverage its operating costs, like labor, occupancy, and administrative functions, over the past few years to rapidly grow the bottom line.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Portfolios Hedge Funds Investing 130

The Motley Fool

MAY 17, 2024

They also have geographic diversification via global asset portfolios. Notice that as the price of oil dropped in 2020, which crushed revenue and earnings for energy companies, Exxon and Chevron both increased their leverage. Consider when Nvidia made this list on April 15, 2005.

Leveraging 214

Leveraging Debt Assets Returns 214

The Motley Fool

JULY 31, 2023

of Berkshire Hathaway's investment portfolio. To further leverage its installed base of over 2 billion active devices, the company has also introduced a range of services such as iCloud storage, Apple Pay, Apple Music, Apple TV+, and the App Store. of Berkshire Hathaway's investment portfolio.

Portfolios 246

Portfolios Investing Banks Conglomerates 246

The Motley Fool

MARCH 10, 2024

of Berkshire's portfolio. Oxy is also known for using debt and leveraging up its balance sheet, which it will do to pay for its pending CrownRock acquisition. of the public equity portfolio, indicating that Berkshire is taking care to manage the position to make sure it doesn't become too large. Image source: Getty Images.

Portfolios 246

Portfolios Banks Conglomerates Shareholders 246

The Motley Fool

DECEMBER 28, 2023

On the one hand, your portfolio should be set up with a long-term focus, free of the vicissitudes of short-term market events. On the other hand, there are more and less attractive entry points for stocks, and an annual evaluation of a portfolio could lead to decisions about how to make a portfolio work better for you.

Portfolios 130

Portfolios Initial Public Offering Leveraging Prospects 130

The Motley Fool

MARCH 16, 2024

Mortgage REITs are essentially investment firms that own portfolios of mortgages. The companies generate returns by earning a spread between their funding costs (short-term debt used to buy the MBS) and the yields of the mortgages in their portfolios. These firms then use leverage to boost their returns. compared to 9.0x

Leveraging 243

Leveraging Investing Capital Portfolios 243

The Motley Fool

APRIL 24, 2024

AGNC Investment took advantage of the favorable environment to expand its portfolio. It leveraged that investment to grow its portfolio to $63.3 leverage ratio , up from 7.0 A prodigious passive income producer AGNC Investment's business model uses leverage to boost the return it can earn from low-risk Agency MBS.

Leveraging 246

Leveraging Portfolios Banks Returns 246

Private Equity Wire

MARCH 12, 2024

NorthWall Capital, a London-based credit investment firm offering private capital solutions, has adopted the Sentry loan portfolio management solution from global fintech specialist Broadridge Financial Solutions.

Capital 73

Capital Portfolios Leveraging Investment Firms 73

Private Equity Insights

AUGUST 9, 2023

Fiesta and Pollo Tropical restaurants are a natural fit into ARB’s existing portfolio,” said Matt Perelman, Managing Partner and Co-Founder of Garnett Station Partners. Garnett Station partners with experienced and entrepreneurial management teams and strategic investors to build value for its portfolio of growth platforms.

Portfolios 237

Portfolios Private Equity Firms Private Equity Firms Legal 237

The Motley Fool

MAY 17, 2024

Bitcoin's move led to some big moves among leveraged Bitcoin players. Leveraging Bitcoin In the meantime, companies that are leveraged to Bitcoin are the biggest beneficiaries. Not only does that mean what they mine is more valuable, they also hold Bitcoin on their balance sheets, leveraging the impact of the token's rise.

Exchange-Traded Funds 165

Exchange-Traded Funds Leveraging Debt Returns 165

The Motley Fool

APRIL 28, 2024

"This gives us greater flexibility to accelerate deleveraging throughout the second half of the year , bringing us closer to our long-term leverage target." The company ended the first quarter with a leverage ratio of 2.6, The company's solid and improving leverage ratio back its A-rated credit. an improvement from 2.7

Leveraging 245

Leveraging Returns Companies Capital 245

The Motley Fool

APRIL 21, 2024

The team is focused on improving critical aspects such as providing customers with low prices, making Taobao a universal and all-inclusive app and leveraging artificial intelligence (AI) to build the next-generation e-commerce platform. Alibaba aims to be the former group, leveraging AI to redefine its prospects.

Leveraging 243

Leveraging Investors Prospects Shareholders 243

The Motley Fool

JANUARY 26, 2024

Beware the pitfalls of correlation The first step you can take is to conduct a portfolio review and see how exposed you are to different sectors or industries. Just because a portfolio includes many stocks doesn't mean it is diversified. However, over 75% of the value of that portfolio is concentrated in just five stocks.

Portfolios 130

Portfolios Leveraging Stock Market Stock Market 130

The Motley Fool

DECEMBER 2, 2023

During the third-quarter earnings call in late October, Alphabet management shed some light on how the company is leveraging the power of generative AI to help advertisers judge the benefit of advertising on Alphabet platforms. For current holders of the stock, it might finally be time to move on , making Snap disappear from your portfolio.

Portfolios 239

Portfolios Leveraging Financing Finance 239

The Motley Fool

MAY 2, 2024

Tasty tech temptations The analyst also believes Chipotle can leverage technology to beef up its bottom line, for example using artificial intelligence (AI) to enhance its marketing efforts. Advanced kitchen equipment, meanwhile, should help it slice costs. This stock continues to be a winner.

Leveraging 233

Leveraging Shareholders Returns Portfolios 233

Private Equity Insights

FEBRUARY 2, 2024

and Deutsche Bank AG are also among the lenders considering a role in funding what would be the largest leveraged buyout of the year so far, according to the people, who asked not to be identified discussing the transaction. Wall Street banks including JPMorgan Chase & Co. and Bank of America Corp. Jefferies Financial Group Inc.

Buyout 195

Buyout Financing Finance Private Equity Firms 195

The Motley Fool

MAY 1, 2024

That kept its leverage ratio at 3.0, It aims for leverage of 3.0, Enterprise Products' combination of stable cash flows, strong distribution coverage, and low leverage put its high-yielding distribution on a very firm foundation. The company invested $875 million into growth capital projects during the first quarter.

Investing 246

Investing Leveraging Taxes Capital 246

The Motley Fool

APRIL 23, 2024

The natural gas pipeline giant recently showcased its commitment to maintaining a conservative financial profile by adjusting its targeted- leverage ratio. Adjusting the target Kinder Morgan unveiled in its first-quarter earnings report that it's adjusting its long-term leverage target. times to its leverage ratio this year.

Leveraging 130

Leveraging Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JANUARY 2, 2024

The fund uses leverage (borrowing) to boost its distributions. Its leverage ratio right now is 30.97%. Its leverage ratio currently stands at 19.29%. The CEF comes with a relatively high leverage ratio of 40.4%. Also like many CEFs, it charges a hefty expense ratio that currently stands at 2.19%.

Funds 244

Funds Leveraging Investing Assets 244

The Motley Fool

MAY 17, 2024

And that will not only help to support, and justify, the company's higher leverage levels (than midstream peers), but also help to build the foundation for long-term growth. But this already reliable company will become even more reliable after it completes the three natural gas utility acquisitions it has in the works.

Leveraging 240

Leveraging Earnings Before Interest Amortization Depreciation 240

The Motley Fool

DECEMBER 15, 2023

Inside Berkshire is a massive stock portfolio of some of Buffett's best investments over his lifetime. Competitors lack the size and leverage to get their products on store shelves like Coca-Cola. Famed investor Warren Buffett has spent his lifetime building Berkshire Hathaway into one of the world's largest companies.

Portfolios 130

Portfolios Leveraging Stock Market Stock Market 130

The Motley Fool

APRIL 26, 2024

On a more positive note, Annaly's leverage ratio has also declined. Leverage was 5.6 CEO David Finkelstein noted in the first-quarter earnings release that "our core Agency MBS portfolio performed well, as spreads were supported during the first quarter by lower volatility and an improved supply and demand picture."

Leveraging 130

Leveraging Capital Portfolios Returns 130

The Motley Fool

FEBRUARY 14, 2024

The rising price of Bitcoin makes their businesses more profitable because the input costs of mining (rigs, electricity, and the like) don't rise, but the revenue side of their income statements will increase, which creates operating leverage. When the price of Bitcoin rises, their balance sheets also improve.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Funds Returns 246

Private Equity Insights

MAY 9, 2024

Whether it’s fund finance, leveraged and acquisition finance, project and structured finance, or cash management, these solutions are designed to support the fund’s investment strategy and goals. Hence RBI is in the unique position to support on all layers of the private equity/debt value chain – be it on Fund or OpCo Level.

Banks 130

Banks Funds Investing Leveraging 130

The Motley Fool

MAY 12, 2024

One of them was the use of artificial intelligence and machine learning to leverage PayPal's huge data trove and create more value for clients and expand its opportunities. He's made some important changes to the company's trajectory to boost profitability and create a clear and compelling growth story. So far, it's going well.

Leveraging 246

Leveraging Assets Accounting Financial Services 246

The Motley Fool

MAY 15, 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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $559,743 !*

Leveraging 130

Leveraging Portfolios Banks Financing 130

The Motley Fool

FEBRUARY 28, 2024

Bitcoin's liquidation spree When assets move quickly, it often causes a squeeze on leveraged positions. million in short leverage positions liquidated for Bitcoin and $363 million across crypto, which could have fueled the run-up. Leverage long positions must be sold, which causes the drop to accelerate.

Leveraging 245

Leveraging Assets Returns Portfolios 245

The Motley Fool

APRIL 10, 2024

times leverage and a distribution-coverage ratio of 1.6 Leverage for MPLX is its consolidated net debt divided by its twelve-month trailing adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). Midstream companies typically look to carry leverage between 3.0-4.0 A coverage ratio of over 1.0

Leveraging 130

Leveraging Earnings Before Interest Amortization Depreciation 130

The Motley Fool

MAY 13, 2024

The company quoted CEO Gelsinger as saying that As we continue building the world's first systems foundry for the AI era, Kevin will play a critical role in helping customers achieve their goals by leveraging Intel Foundry's unique ability to deliver process and packaging technology through a resilient and sustainable supply chain.

Leveraging 240

Leveraging Returns Portfolios Companies 240

The Motley Fool

MARCH 8, 2024

And capital flows into cryptocurrencies like Bitcoin (CRYPTO: BTC) following the Securities and Exchange Commission's approval of spot Bitcoin ETFs has many investors looking to diversify their portfolios into alternative assets considering the crypto sector once again. Can this rally continue? In my mind, it's that simple right now.

Leveraging 241

Leveraging Assets Capital Returns 241

Private Equity Insights

MAY 17, 2024

Pricing is expected at 5 percentage points over the Secured Overnight Financing Rate, at a discounted price of 99 cents on the dollar, its leverage at around eight-times based on roughly $90m of EBITDA. Read more: Private Equity Wire Can’t stop reading? read more Blackstone-led consortium bids Haldiram Snacks at $8.5

Buyout 130

Buyout Bidding Leveraging Financing 130