Step-Up In Basis
[概述]Thereadjustmentofthevalueofanappreciatedassetfortaxpurposesuponinheritance.Withastep-upinbasis,thevalueoftheassetisdeter
Bed And Breakfast Deal
[概述]IntheUnitedKingdom,thepracticewherebytheholderofasecuritysellsitattheendofthedayonthelastdayofthefinancialyearandbuysitb
Current Market Value - CMV
[概述]Theresalevaluationattachedtoasecurityheldlonginaninvestor'smarginaccount.Thecurrentmarketvalueisusuallytakenastheclosing
Wide Economic Moat
[概述]Atypeofsustainablecompetitiveadvantagethatabusinesspossessesthatmakesitdifficultforrivalstoweardownitsmarketshareandprof
Interested Shareholder
[概述]Ashareholderorassociationwithbeneficialownership,whetherdirectorindirect,ofenoughvotingstocktoaffectcompanydecisions.Tao
Anonymous Trading
[概述]英文名稱：Anonymous中文名稱：競價交易也稱匿名交易，指證券买賣的一種交易方式，投資者的买賣指令進入交易系統後，交易系統終端會根據價格優先、時間優先的順序，對买賣指令進行撮合成交。Visiblebidsandoffersonthema
Write-Down
[概述]Reducingthebookvalueofanassetbecauseitisovervaluedcomparedtothemarketvalue.TaobizexplainsWrite-DownThisisusuallyreflecte
Toronto Stock Exchange - TSX
[概述]ThelargeststockexchangeinCanada.TheTorontoStockExchange(TSX)wasestablishedin1852andformallyincorporatedin1878.Theexchang
Short-Swing Profit Rule
[概述]ASecurities&ExchangeCommissionregulationthatrequirescompanyinsiderstoreturnanyprofitsmadefromthepurchaseandsaleofcom
Unitized Fund
[概述]Afundstructurethatallowsinvestorstopoolassetswhileretainingindividualnetassetvaluesforeachparticipantandkeepingtrackofhi
Advance Commitment
[概述]Apromiseoragreementtotakesomefutureaction.Forexample,apromisebyabuyertopurchasegoodsatapricesetbeforehandisanadvancecomm
Timing Risk
[概述]Theriskthataninvestortakeswhentryingtobuyorsellastockbasedonfuturepricepredictions.Timingriskexplainsthepotentialformiss
Price Talk
[概述]Thediscussionoftheappropriatepriceforanupcomingsecurityissue.Theinvestmentcommunitywilldetermineareasonablerangeofprices
Composite Index
[概述]Agroupingofequities,indexesorotherfactorscombinedinastandardizedway,providingausefulstatisticalmeasureofoverallmarketors
Buy To Cover
[概述]Abuyordermadeonastockorotherlistedsecuritythatclosesoutanexistingshortposition.Ashortsaleinvolvessellingsharesofacompany
J
[概述]ANasdaqstocksymbolspecifyingthatthestockhasvotingrights.TaobizexplainsJNasdaq-listedsecuritieshavefourorfivecharacters.I
Flash Crash
[概述]Thequickdropandrecoveryinsecuritiespricesthatoccurredshortlyafter2:30pmEasternStandardTimeonMay6,2010.Initialreportsthat
Mergers And Acquisitions - M&A
[概述]Ageneraltermusedtorefertotheconsolidationofcompanies.Amergerisacombinationoftwocompaniestoformanewcompany,whileanacquisi
K
[概述]ANasdaqstocksymbolspecifyingthatthestockhasnovotingrights.TaobizexplainsKNasdaq-listedsecuritieshavefourorfivecharacters
Green Investing
[概述]Investmentactivitiesthatfocusoncompaniesorprojectsthatarecommittedtotheconservationofnaturalresources,theproductionanddi
Execution
[概述]Thecompletionofabuyorsellorderforasecurity.Theexecutionofanorderhappenswhenitiscompletelyfilled,notwhenitisplacedbythein
Variable Cost
[概述]Acostthatchangesinproportiontoachangeinacompany'sactivityorbusiness.TaobizexplainsVariableCostAgoodexampleofvariablecost
Horizontal Acquisition
[概述]Theacquisitionofonecompanybyanotherinthesameindustry.Thenewcombinedentitymaybeinabettercompetitivepositionthanthestandal
Yonder 40 Index - Yonder 40
[概述]Alistof40publiclytradedcompanieschosenfortheirtiestoruralareas.TheYonder40isdesignedtoreflecttheeconomiesofnon-urbanarea
Tax-Free Spinoff
[概述]Acorporateactioninwhichapubliclytradedcompanyspinsoffoneofitsbusinessunitsasanentirelynewcompany.Thespunoffcompanybecome
Multiples Approach
[概述]Avaluationtheorybasedontheideathatsimilarassetssellatsimilarprices.Thisassumesthataratiocomparingvaluetosomefirm-specifi
Commodity ETF
[概述]Exchange-tradedfundsthatinvestinphysicalcommoditiessuchasagriculturalgoods,naturalresourcesandpreciousmetals.AcommodityE
Capital Appreciation
[概述]Ariseinthevalueofanassetbasedonariseinmarketprice.Essentially,thecapitalthatwasinvestedinthesecurityhasincreasedinvalue,
T
[概述]ANasdaqstocksymbolspecifyingthatthestockhaswarrantsorrights.TaobizexplainsTNasdaq-listedsecuritieshavefourorfivecharacte
Stock Screener
[概述]Atoolinvestorscanusetofilterstocksgivencertaincriteriaoftheirchoice.TaobizexplainsStockScreenerByusingastockscreeningtoo
Eating Stock
[概述]Purchasingstocknotbecauseyoudesireitbutbecauseyouareforcedtodoso.TaobizexplainsEatingStockUnderwriterswhocan'tfindenough
Undersubscribed
[概述]Asituationinwhichthedemandforaninitialpublicofferingofsecuritiesislessthanthenumberofsharesissued.Alsoknownasan"underboo
Merger Of Equals
[概述]Thecombinationoftwofirmsofaboutthesamesizetoformasinglecompany.Inamergerofequals,shareholdersfrombothfirmssurrendertheir
S&P/Citigroup Broad Market Index (BMI) Global Ex-U.S.
[概述]Amarket-capitalizationweightedindexmaintainedbyStandardandPoor'sprovidingabroadmeasureoftheglobalequitiesmarkets,excludi
SIX Swiss Exchange
[概述]Switerzland'sprimarystockexchange,locatedinZurich.TheSIXSwissExchangetradesSwissgovernmentbonds,stocksandderivativeprodu
10-K
[概述]Acomprehensivesummaryreportofacompany'sperformancethatmustbesubmittedannuallytotheSecuritiesandExchangeCommission.Typica
Flip-Over Pill
[概述]Atypeofpoisonpillstrategyinwhichshareholdershavetheoptiontopurchasesharesintheacquiringcompanyatadeeply-discountedprice.
Held At The Opening
[概述]Asituationinwhichasecurityisrestrictedfromtradingwhenthestockexchangeopensfortheday.Stockexchangescanhalttradingonsecuri
House Call
[概述]Abrokeragehousenotificationthatthecustomer'sequityinamarginaccounthasfallenbelowthemaintenancerequirementlevel.Iftheclie
Short Interest Theory
[概述]Thetheorythatalargeshortinterestisthepredecessorofariseinthepriceofastock.TaobizexplainsShortInterestTheoryThereasoningb