Stock basis
-
Preference Shares: A Comprehensive Guide to Preferred Stock
What Are Preference Shares? Preference shares, more commonly referred to as preferred stock, are shares of a company’s stock with dividends that are paid out to shareholders before common stock
-
Understanding Mid-Cap Stocks: Definition & Characteristics
What Is Mid-Cap? Mid-cap (or mid-capitalization) is the term that is used to designate companies with a market cap (capitalization)—or market value—between $2 and $10 billion. As the name impli
-
Dual-Class Stock Explained: Understanding Share Classes & Voting Rights
What Is a Dual Class Stock? A dual class stock is when a company issues two share classes. A dual class stock structure can consist of Class A and Class B shares, for example. These shares can
-
Depositary Receipts: Your Guide to Investing in Foreign Stocks
What Is a Depositary Receipt (DR)? A depositary receipt (DR) is a negotiable certificate issued by a bank representing shares in a foreign company traded on a local stock exchange. The deposita
-
Understanding the Clientele Effect: Investor Reactions to Corporate Changes
What Is the Clientele Effect? The clientele effect explains the movement in a companys stock price according to the demands and goals of its investors. These investor demands come in reaction t
-
Basic Materials Sector Overview: Industry Trends & Stock Insights
The Basic Materials Sector: An Overview The basic materials sector is an industry category made up of businesses engaged in the discovery, development, and processing of raw materials. The sect
-
Understanding Adjusted Closing Price: A Comprehensive Guide
What Is the Adjusted Closing Price? The adjusted closing price amends a stocks closing price to reflect that stocks value after accounting for any corporate actions. It is often used when exami
-
Small-Cap vs. Big-Cap Stocks: A Comprehensive Guide
The meanings of big-cap and small-cap are generally understood by their names, which indicate how valuable they are in terms of market capitalization. Big-cap stocks—also referred to as large-cap st
-
NASDAQ Listing Requirements: A Comprehensive Guide
Major stock exchanges, like the Nasdaq, are exclusive clubs—their reputations rest on the companies they trade. As such, the Nasdaq wont allow just any company to be traded on its exchange. Only com
-
Issued vs. Subscribed Share Capital: Understanding the Key Differences
Issued Share Capital vs. Subscribed Share Capital: An Overview Share capital refers to the amount of funding a company raises through the sale of stock to public investors. This means the compa
-
Preference Shares: A Comprehensive Guide to Pros & Cons
Preference shares, which are issued by companies seeking to raise capital, combine the characteristics of debt and equity investments, and are consequently considered to be hybrid securities. Prefer
-
Understanding Cyclical Stocks: A Guide to Economic Cycles
What Is a Cyclical Stock? A cyclical stock is a stock thats price is affected by macroeconomic or systematic changes in the overall economy. Cyclical stocks are known for following the cycles o
-
Efficient Market Hypothesis (EMH): Understanding Stock Market Efficiency
An important debate among investors is whether the stock market is efficient—that is, whether it reflects all the information made available to market participants at any given time. The efficient m
-
S&P 500 Average Annual Return: Historical Performance & Insights
The S&P 500 Index originally began in 1926 as the composite index comprised of only 90 stocks. According to historical records, the average annual return since its inception in 1926 through 2018
-
S&P 500: Understanding the U.S. Stock Market's Leading Indicator
What Is the S&P 500 Index? The S&P 500 Index, or the Standard & Poors 500 Index, is a market-capitalization-weighted index of the 500 largest publicly traded companies in the U
-
Understanding Floating Stock: Definition & Significance
What Is Floating Stock? Floating stock is the number of shares available for trading of a particular stock. Low float stocks are those with a low number of shares. Floating stock is calculated
-
CUSIP Number: What It Is and How to Use It
If you're looking for information on a stock or bond, you can try looking up the name of the security. Alternatively, you may try looking up the CUSIP number, a unique identifier. CUSIP stand
-
Preferred Stock vs. Common Stock: Understanding the Key Differences
Preferred vs. Common Stock: An Overview There are many differences between preferred and common stock. The main difference is that preferred stock usually does not give shareholders voting righ
-
Understanding Common Stock: Ownership & Returns
What Is Common Stock? Common stock is a security that represents ownership in a corporation. Holders of common stock elect the board of directors and vote on corporate policies. This form of eq
-
SOFR: Understanding the Secured Overnight Financing Rate
What Is the Secured Overnight Financing Rate (SOFR)? The secured overnight financing rate (SOFR) is a benchmark interest rate for dollar-denominated derivatives and loans that is replacing the
Stock basis
- CFDs: Advantages & Benefits for Modern Investors
- Understanding the Risks of Speculative Stocks
- Understanding Run Rate Predictions: A Comprehensive Guide
- Understanding the Limitations of the Simple Moving Average (SMA)
- Understanding Speculative Investing in the Stock Market
- Day Trading Futures: Benefits, Risks & Leverage Explained
-
Beginning Balance: Financial Management Podcast for Small Business OwnersOnce upon a time (not that long ago) Jesse asked our YNAB podcast listeners how many of you would be interested in a podcast for small business owners about money management, and a lot of you were. L...
-
Foreign Payment Solutions for Indian Freelancers: A Comprehensive GuideIndia was the second-largest growing freelance market in the world in 2020. Massive job lo...
-
Property Valuation Using Gross Rental Multiplier (GRM)The gross rent multiplier values a property based on its rental income. You can value a property based only on its rental income by using the gross rent multiplier, or GRM. The value of a pro...
-
Stimulus Checks & Bitcoin: Did Government Payments Impact Crypto Trading?Many or all of the products here are from our partners that pay us a commission. It’s how we make money. But our editorial integrity ensures our experts’ opi...