Holder-of-Record Date Also termed date of record. The date when holders of record in any business’s stock ledger are established as authorized claimants to dividends and stock rights. … [Read more...]
Holding Company
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Holding Company Corporate entity that has sufficient ownership of voting stock of a different firm that allows it to elect or influence the top management there so that it has control over operations and management of the second firm. … [Read more...]
Holding Company Depository Receipt – HOLDR
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Holding Company Depository Receipt - HOLDR A Merrill Lynch product traded on the American Stock Exchange. Investors can buy and sell a group of stocks in a specific sector, industry or other classification with one transaction. … [Read more...]
Holding Period
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Holding Period The time period over which an individual continues to own an instrument. … [Read more...]
Holding Period Return
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Holding Period Return The yield rate that is applicable for a specific period of time. … [Read more...]
Homemade Dividend
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Homemade Dividend Getting a cash receipt from the sale of some shares of the total stockholding to match cash dividend disbursed by the company. … [Read more...]
Homemade Leverage
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Homemade Leverage Concept that when individuals lend or borrow in accordance with the same terms as the business, they can recreate the effects of corporate leverage. If prices are unfairly high on levered firms, investors borrow funds from personal accounts to purchase shares in … [Read more...]
Homeowners Insurance
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Homeowners Insurance Property insurance variant that protects the home against damages to the property itself, or to possessions contained within. Also covers accidents in the home or on the property. … [Read more...]
Homogeneity
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Homogeneity The measure or degree of similarity among items. … [Read more...]
Homogenous Expectations Assumption
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Homogenous Expectations Assumption Markowitz portfolio construction recommendation that investors generally carry similar expectations as regards different inputs such as covariances, variances and asset returns, that are used to determine efficient portfolios … [Read more...]
Honesty Bond
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Honesty Bond Bond by an organization guaranteeing the honesty and integrity of the issuer and/or its employees. The bond insures the holder against dishonest and illegal acts by employees. … [Read more...]
Horizon Analysis
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Horizon Analysis A returns analysis that uses total return to measure performance over a given time horizon for investment purposes. … [Read more...]
Horizon Return
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Horizon Return In a specific time horizon, the total return achieved. … [Read more...]
Horizontal Acquisition
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Horizontal Acquisition Merging of two firms/ companies that produce similar services or goods. … [Read more...]
Horizontal Analysis
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Horizontal Analysis Division of every expense item in a specific year by an identical expense item derived from the base year. Calculation enables measurement of changes in the comparative importance of expense items over the years. Also evaluates how expense items influences … [Read more...]
Horizontal Equity
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Horizontal Equity Theory pertaining to taxation stating that the same tax rate must apply to all individuals in the same income range. … [Read more...]
Horizontal Merger
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Horizontal Merger Merger between two or more competing firms, Or, merger of two companies that are at the same level in production and also in one industry. … [Read more...]
Horizontal Spread
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Horizontal Spread Purchase and sale of two options simultaneously when the only difference is in the date at which they can be exercised. … [Read more...]
Host Security
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Host Security Any security that has a warrant attached to it. … [Read more...]
Housing Authority Bonds
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Housing Authority Bonds State or local government issued short or long-term bond for the purpose of raising funds for creation of affordable rental housing. The proceeds may also be used to help low-income families to acquire homes. The interest payouts are exempt from taxes. … [Read more...]
