Last year, Burlington Northern, then an equity holding, moved into the operating column after full acquisition by Berkshire.
From a planning perspective, Mr. Katzman says, they should treat their stock as if it were an illiquid private-equity holding and ensure that the rest of their portfolio consists of more-liquid assets.
Andersson traded his equity in the holding company for equity in three of the portfolio companies Metric, Alvsbyhus (Akila) and Soderberg och Haak.
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American Equity Investment Life Holding ( AEL - news - people ).
"We're looking for decent sales, " says Steven Schwartz, senior insurance analyst at Raymond James, whose favorites include AFLAC, Reinsurance Group of America, and American Equity Investment Life Holding.
In the case of American Equity Investment Life Holding Co, the RSI reading has hit 28.5 by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 40.6.
In the case of American Equity Investment Life Holding Co, the RSI reading has hit 29.3 by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 47.1.
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Posco--due 30% of the construction jobs, some commercial, some residential--cheekily asserted that going forward it would build all residential projects, trying to avoid holding equity in the riskier office buildings, of which it was obliged to front 30%.
It turns out, to his surprise Lerner said, that private equity shops are holding companies longer than before, are no more likely to put a company through bankruptcy than other owners, and over three years are no more likely to cut jobs than other company owners.
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Spiegel speculate that as the baby boomer generation ages, they are likely to shift from buying stocks to selling their equity holdings to finance retirement, and this shift could be a factor holding down equity valuations over the next two decades.
Equity investment in ASML Holding N.
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The average mutual fund holding period for equity or fixed income is only about three years.
Most money managers are holding onto big equity positions while QE2 still running.
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Bottom Line: Turkey should be a core holding of any global equity portfolio.
If you're not holding any real estate equity, don't answer yes.
This allowed the new business, once local-government approval was obtained in China, to accept foreign private-equity money invested into the overseas holding company, while abiding by the letter of Beijing's restrictions on foreign investment in domestic enterprises.
Finally, calculate the holding power of your outstanding equity for key players under various stock prices.
This will help expand Carlyle's clientele by attracting investors who want to allocate cash to private-equity but need some extra hand-holding.
In 2006, individuals holding U.S. equity and mixed equity funds in taxable accounts sacrificed an average of 130 basis points of annual return--or 1.3 percentage points--to taxes.
Mr. Ecclestone, a former used-car salesman who built Formula One into a lucrative global business from the late 1970s, had clashed repeatedly with BayernLB in recent years as he tried to maintain his grip on the board of Formula One despite holding only a 25% equity stake.
The majority of our marketable equity security portfolio balance is concentrated in ASML Holding, N.
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In 2006, the company was sold to Delphi Acquisition Holding I BV, a private equity investment vehicle of funds managed by 3i Investments.
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Bond prices eased somewhat as equity prices spent the first hour of trading holding on to significant gains and before the Federal Reserve makes its regularly scheduled policy statement.
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Norwegian Cruise Line, backed by private equity firms Apollo Global Management, TPG and holding company Genting HK, also performed well when it listed on Nasdaq on January 17, he said.
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Furthermore, the equity has weathered the recent market volatility, holding support at the 110 level as it consolidates its recent gains and moves sideways into rising support at its 10-week trendline.
It is possible that some private equity managers are dragging their feet a bit, holding back on writing down illiquid holdings with the hope that markets will rebound in the home stretch of the year.
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In his July 19 issue of Dow Theory Forecasts, Moroney advised holding 25% to 35% of equity portfolios in cash, a highly defensive posture based on the failure of the Dow Industrials and the Dow Transports to reach new recovery highs in the recent rally.
The Strategic Latin America Fund is a balanced fund holding 60% fixed income, 40% equity currently.
Those customers tend to have a very specific goal and a strong idea of what they want to do with those orders, be it entering or exiting the underlying market as investors, protecting their equity investments, gaining incremental income over and above simply holding a stock or exchange-traded fund position, or seeking to gain additional leverage.
Apart from his 74% stake in Conoil PLC, a Nigerian-listed oil marketing firm he founded (the stake is held through ConPetro Limited, a holding company he fully owns) and his holding in Equitorial Trust Bank, Adenuga owns 100% equity in all his other businesses.
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