A measuring technique that calculates the change between one financial quarter and the previous financial quarter. This is similar to the year-over-year measure, which compares the quarter of one year (Q1 2005) to the same quarter of the previous year (Q1 2004). The measure gives investors and analysts an idea of how a company is growing over each quarter. Taobiz explains Quarter On Quarter - QOQ For example, the QOQ measure can be used to compare the earnings between quarters. Let's say that the ABC Company's first quarter earnings were $1.50 per share and its second quarter earnings were $1.75 per share. This means that the company has grown its earnings by 16.6% quarter-on-quarter ($1.75-$1.50/$1.50), which is a good sign for investors.
A strategy that matches the durations of assets and liabilities thereby minimizing the impact of interest rates on the net worth. Also known as "multiperiod immunization". |||For example, large banks must protect their current net worth, whereas pension funds have the obligation of payments after a number of years. These institutions are both concerned about protecting the future value of their portfolios and therefore have the problem of dealing with uncertain future interest rates. By using an immunization technique, large institutions can protect (immunize) their firm from exposure to interest rate fluctuations. A perfect immunization strategy establishes a virtually zero-risk profile in which interest rate movements have no impact on the value of a firm.
Trading strategies based on quantitative analysis which rely on mathematical computations and number crunching to identify trading opportunities. Price and volume are two of the more common data inputs used in quantitative analysis as the main inputs to mathematical models. As quantitative trading is generally used by financial institutions and hedge funds, the transactions are usually large in size and may involve the purchase and sale of hundreds of thousands of shares and other securities. However, quantitative trading is also commonly used by individual investors. Taobiz explains Quantitative Trading Quantitative trading techniques include high-frequency trading, algorithmic trading and statistical arbitrage. These techniques are believed to contribute to increased market volatility because of the rapid-fire nature of their trading and extremely short investment horizon. Many individual investors are more familiar with quantitative tools such as moving averages and oscillators.
An annuity contract that is purchased with one payment and has a specified payment plan which starts immediately. |||This type of annuity is sometimes used when a person turns 65 (or retirement age).
A sale, transfer or exchange of stock obtained through a qualified stock option incentive plan, namely incentive stock option (ISO) plans and employee stock purchase plans (ESPP), that qualifies for favorable tax treatment for the employee selling the stock. In order to be a qualifying disposition, the employee must sell at least one year after receiving the stock, and two years after receiving the incentive stock option (ISO), or the beginning of the ESPP offering period. The capital gains treatment for a qualifying disposition only applies to the amount of the sale represented by the difference between the exercise price of the option's stock and the market price at which the stock was sold. Taobiz explains Qualifying Disposition Non-statutory stock options (NSOs) do not qualify for capital gains tax treatment, and are always taxed at ordinary income rates. Some companies do not offer ISOs because, in contrast to non-statutory (or non-qualified) option plans, there is no tax deduction for the company when the options are exercised.
When a person pledges a mortgage as collateral for a loan, it refers to the right that a banker has to liquidate goods if you fail to service a loan. The term also applies to securities in a margin account used as collateral for money loaned from a brokerage. |||You are said to "hypothecate" the mortgage when you pledge it as collateral for a loan.
1. The last price at which a security or commodity traded, meaning the most recent price on which a buyer and seller agreed and at which some amount of the asset was transacted. 2. The bid or ask quotes are the most current prices and quantities at which the shares can be bought or sold. The bid quote shows the price and quantity at which a current buyer is willing to purchase the shares, while the ask shows what a current participant is willing to sell the shares for. This is also known as an asset's "quoted price". Taobiz explains Quote 1. Quotes for stock and bond prices change throughout the trading day as new transactions occur one after another in a continual stream of trades. When you look up a stock quote for a given company, you are looking at the most recent price at which a trade was successfully executed for that particular security. 2. Potential investors or sellers in a company are more concerned about the bid and ask quotes as they reflect at what prices the stock can be bought or sold, while the price quote as defined in the first definition shows the price at which the stock traded most recently.
A security that combines two or more different financial instruments. Hybrid securities generally combine both debt and equity characteristics. The most common example is a convertible bond that has features of an ordinary bond, but is heavily influenced by the price movements of the stock into which it is convertible. Often referred to as "hybrids". |||New types of hybrid securities are being introduced all the time to meet the needs of sophisticated investors. Some of these securities get so complicated that it's tough to define them as either debt or equity.
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