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Customer Concentration

CFO Simplified

Customer concentration had become an ever-bigger problem as borrowing increased. Pricing pressure, inventory requirements, and product development costs had greatly affected profitability. Significant Findings and Recommendations: Reduce Customer Concentration.

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Deutsche Bank Posts $924M Loss As Restructuring Continues

PYMNTS

Germany’s Deutsche Bank reported a net loss below market expectations amid a restructuring plan that includes about 18,000 layoffs, The Wall Street Journal (WSJ) reported Wednesday (Oct. The lender reported a net loss of $924 million (832 million euros) for the third quarter of 2019. This is the second quarterly loss for Deutsche Bank, which triggered a 7.9 Analysts were expecting a loss of $865 million (778 million euros), according to data from Refinitiv, WSJ said.

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A Key Task for Finance – Measuring and Managing Customer Profitability

Planful

To remain competitive, companies must determine how to keep customers longer, grow them into bigger customers, make them more profitable, serve them more efficiently, and acquire more profitable customers. Further, they should concentrate their marketing and sales efforts on acquiring new customers who have traits comparable to those of their relatively more profitable customers. Compensation incentives should be a blend of both customer sales volume and profits.

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White House Sees Hearing Aids as Chance to Lower Prices Through More Competition

CFO News Room

At present, just four manufacturers control 84% of the hearing-aid market, according to the Open Markets Institute, a think tank critical of corporate concentration. Has corporate concentration raised prices for you? Getting a pair of hearing aids can cost up to $5,000.

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Meta, Amazon, Snap, Pinterest: What to Watch in the Stock Market Today

CFO News Room

Technology shares are leading losses after Facebook parent Meta Platforms surprised investors with a bigger-than-expected profit drop. billion profit in the recent quarter. Eli Lilly reported quarterly profit and revenue that beat forecasts.

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Stock Trading Strategies for Active Traders

CFO News Room

Active trading is the act of buying and selling securities based on short-term movements to profit from the price movements on a short-term stock chart. Active traders believe that short-term movements and capturing the market trend are where the profits are made.

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How to Invest in Digital Assets

CFO News Room

Investors in the Fund should be willing to accept a high degree of volatility in the price of the Fund’s Shares and the possibility of significant losses. Investing involves substantial risk and high volatility, including possible loss of principal.

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Cathie Wood’s Flagship Fund Is Down 45% This Year. Money Is Still Flowing In.

CFO News Room

Many of them haven’t yet achieved consistent profitability. The strategy has become more vulnerable to severe losses, he wrote. Cathie Wood, founder and CEO of ARK Investment Management, has seen growing criticism of her investment strategy as losses have mounted. Cathie Wood’s.

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In Tech’s Bust, Not All Stock Funds Have Fallen Equally—or at All

CFO News Room

In many of them, the performance is concentrated in a few names.”. Instead, there are clear lines in who is losing the most, who is losing a little, and who may even be squeaking out a profit, says. 15, was concentrated in five stocks.

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How to Read Your Income Statement

CFO Simplified

What is the biggest profit that we have?”. Only two of them were growing, but they were growing so fast and making so much money that they obscured the loss of income and the loss of sales that he had in the other five products.”.

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What is Quality of Earnings?

CFO Share

QOE reports go beyond the balance sheet and profit and loss statement – they challenge the underlying data through rigorous testing and management interviews to assess accuracy, and risk. Sales concentrations and/or backlog risk. Thinking of buying or selling a business?

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Avoid These 8 Common Investing Mistakes

CFO News Room

Getting even is just another way to ensure you lose any profit you might have accumulated. ” By failing to realize a loss, investors are actually losing in two ways. Limit your losses to your principal (do not sell calls on stocks you don’t own, for instance).

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Top Marijuana Stocks for May 2022

CFO News Room

Many big marijuana companies have continued to post sizable net losses as they focus on investing in equipment to speed up revenue growth. A business with higher sales could eventually produce more profit when it achieves (or returns to) profitability.

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13 Stocks That Make More Money During Recession (Our Top Picks)

CFO News Room

Recessions are an economy in decline, resulting in lower revenues and profits for most companies. This compares unfavorably with the 18.19% loss in the S&P 500 over the same timeframe. Overall, the goal of managing your portfolio during a recession should be to minimize losses.

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The Intelligent Investor by Benjamin Graham Book Review

CFO News Room

Thus, according to Graham, investors should always aim to profit from the whims of the stock market, rather than participate in it. This margin of safety is intended to mitigate the investor’s losses in the event that a company goes bankrupt.

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Dow Slides More Than 1,000 Points as Investors Reassess Fed Comments

CFO News Room

That unease is amplifying the tendency of many investors to sell some shares into market rallies, in a bid to rebalance portfolios that may have become too concentrated in the shares of firms that benefited from pandemic-era stimulus. .

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Deutsche Bank Backs Idea For Stronger Banking Union

PYMNTS

The news comes as the bank reported a net loss below market expectations amid a restructuring plan that includes about 18,000 layoffs. The lender reported a net loss of $924 million (832 million euros) for the third quarter of 2019. This is the second quarterly loss for Deutsche Bank, which triggered a 7.9 Analysts were expecting a loss of $865 million (778 million euros), according to data from Refinitiv.

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6 Best Options Trading Platforms of 2022

CFO News Room

Options trading is a higher-risk activity than other types of investing, but it can be profitable if you are knowledgeable and understand those risks. And that will maximize your profits and minimize your losses.

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Executive Summary.

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Paytm’s Coming of Age IPO!

CFO News Room

The last is the operating margin , it operating income (or loss) as a percent of operating income each year. In fact, there is almost never even a mention of profitability (or aspirations towards profitability) in any of the corporate soundbites that I was able to read.

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3 FP&A Practices That Will Transform Your Finance Team

The Finance Weekly

Traditionally, the FP&A process entails creating a budget, cash flow, profit and loss statement, and balance sheet, then using them to forecast future performance.

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Precious Metals Investing Guide for Beginners

CFO News Room

Platinum mines are heavily concentrated in only two countries—South Africa and Russia. The greatest potential profits and losses can be had with derivative products. . Gold and silver have been recognized as valuable metals and have been coveted for a long time.

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Top Marijuana Stocks for March 2022

CFO News Room

Many big marijuana companies have continued to post sizable net losses as they focus on investing in equipment to speed up revenue growth. A business with higher sales could eventually produce more profit when it achieves (or returns to) profitability.

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Weekend Reading For Financial Planners (May 14-15) 2022

CFO News Room

From there, we have several articles on tax and retirement planning: While the recent market downturn has created opportunities for advisors to engage in tax-loss harvesting in client accounts, there are several potential pitfalls to avoid. Executive Summary.

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Weekend Reading For Financial Planners (June 25-26) 2022

CFO News Room

From there, we have several articles on tax-planning strategies: While tax-loss harvesting has gained newfound attention during the current market downturn, other tax-planning strategies, including asset location and Roth conversions, can also provide significant value to clients.

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Russia in Ukraine: Let Loose the Dogs of War!

Musings on Markets

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent.

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Russia in Ukraine: Let Loose the Dogs of War!

CFO News Room

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent.

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The Reveal from Drought’s Receding Waters: Not Just the Bodies in Lake Mead

CFO News Room

More than two dozen hunger stones can be found in the Elbe, with a particular concentration on the stretch on either side of the German-Czech border. “I’ve got information man! New sh*t has come to light!” –The The Dude, The Big Lebowski.

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The Indian Smartphone Revolution: Paytm's Coming of Age IPO!

Musings on Markets

The last is the operating margin , it operating income (or loss) as a percent of operating income each year. In fact, there is almost never even a mention of profitability (or aspirations towards profitability) in any of the corporate soundbites that I was able to read.

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Weekend Reading For Financial Planners (July 16-17) 2022

CFO News Room

Net Investment Income Tax to high-income-owners’ S corporation profits as part of broader legislation, but this measure appears to be on shaky ground. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

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The Latest In Financial #AdvisorTech (September 2022)

CFO News Room

The ‘standard’ formula for the profitability of an advisory firm is 40/35/25 – where 40% of revenue goes to “direct expenses” for advisors to service clients, 35% goes to the various “overhead” expenses that it takes to run an advisory firm, and 25% is the net profit margin that results.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Executive Summary. Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

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The Latest In Financial #AdvisorTech (October 2022)

CFO News Room

In part, simply because tax-loss harvesting produces more tax savings for those who are in higher tax brackets in the first place. In fact, it was no longer constrained to be ‘just’ a tax-loss-harvesting strategy in the first place. Executive Summary.

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“The Illusion of Evidence-Based Medicine”

CFO News Room

They concentrate most of their attention (Chapter 2: The Corruption of Clinical Research) on two studies of selective serotonin reuptake inhibitors (SSRIs) that were used to show the SSRIs paroxetine ( Paxil , SmithKlineBeechum and citalopram ( Celexa , Forest Laboratories) are effective interventions to treat depression in adolescents and children. Yves here.

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Executive Summary.

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