Month: August 2020

A tender offer is a type of public takeover bid constituting an offer to purchase some or all of shareholders’ shares in a corporation. Tender offers are typically made publicly and invite shareholders to sell their shares for a specified price and within a particular window of time. The price offered is usually at a premium to the market price and is often contingent upon a minimum or a maximum number of shares sold. To tender is to invite bids for a project or accept a formal offer such as a takeover bid. An exchange offer is a specialized type of tender offer in which securities or other non-cash alternatives are offered in exchange for shares. read more

A deposition is testimony made under oath and taken down in writing by an authorized officer of the court, typically in an out-of-court setting and before trial. Deposition is an integral part of the discovery process, which enables both sides involved in a legal case to learn all the pertinent facts and discover the other side’s view of the case, so as to map out an effective legal strategy. Depositions are usually taken from key witnesses, but can also involve the plaintiff or defendant, and often take place in an attorney’s office rather than the courtroom. read more

William J. O’Neil is a noted investor, stockbroker and author. He is known for being one of the first investors to incorporate computers into his research and investment decision-making process. O’Neil also founded the influential investment publication Investor’s Business Daily. O’Neal has published the highly acclaimed books How to Make Money in Stocks and 24 Essential Lessons for Investment Success.

A deficit is an amount by which a resource, especially money, falls short of what is required. A deficit occurs when expenses exceed revenues, imports exceed exports, or liabilities exceed assets. A deficit is synonymous with shortfall or loss and is the opposite of a surplus.

A research report is a document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank. A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or on a geographic region or country. Research reports generally, but not always, have actionable recommendations such as investment ideas that investors can act upon.

An insurance premium is the amount of money an individual or business pays for an insurance policy. Insurance premiums are paid for policies that cover healthcare, auto, home, life, and others.

An annual report is a publication that public corporations must provide annually to shareholders to describe their operations and financial conditions. The front part of the report often contains an impressive combination of graphics, photos, and an accompanying narrative, all of which chronicle the company’s activities over the past year. The back part of the report contains detailed financial and operational information.

The term yard is a financial term meaning one billion. The term is derived from the term milliard, which is used in some European languages and is equivalent to the number one billion used in American English.

A tax holiday is a government incentive program that offers a tax reduction or elimination to businesses. Tax holidays are often used to reduce sales taxes by local governments, but they are also commonly used by governments in developing countries to help stimulate foreign investment.

The Natural Gas Storage Indicator is the U.S. Energy Information Administration’s (EIA) estimate of working natural gas volumes held in underground storage facilities at the national and regional levels. The EIA provides weekly estimates of working gas volumes held in underground storage facilities at the Lower 48 states and five regional levels. Changes in these gas inventories on a weekly basis primarily reflect net withdrawals or injections. The report is generally updated and available every Thursday at 10:30 am EST. Unexpected changes such as above-average withdrawals or injections can have an immediate impact on natural gas prices. read more