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Investments glossary

52-Week Range

The 52-week range is a data point traditionally reported by printed financial news media, but more modernly included in data feeds from financial information sources online. The data point includes the lowest and highest price at which a stock has read more

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Investments glossary

Optimized Portfolio As Listed Securities (OPALS)

Optimized portfolio as listed securities is a single-country equity index that contains fewer holdings than the benchmarked index. Optimized portfolio as listed securities was created by Morgan Stanley in 1994. It is seen as a predecessor to the popularity read more

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Investments glossary

Exploration & Production (E&P)

An exploration & production (E&P) company is in a specific sector within the oil and gas industry. Exploration and production is the early stage of energy production, which includes searching and extracting oil and gas. An E&P company read more

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Investments glossary

EBITDAR Definition

Earnings before interest, taxes, depreciation, amortization, and restructuring or rent costs (EBITDAR) is a non-GAAP tool used to measure a company’s financial performance. Although EBITDAR does not appear on a company’s income statement, read more

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Investments glossary

Assortment Strategy

An assortment strategy in retailing involves the number and type of products that stores display for purchase by consumers. Also called a product assortment strategy, it is a strategic tool that retailers use to manage and increase sales. The strategy read more

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Investments glossary

Hard-To-Borrow List

A hard-to-borrow list is an inventory record used by brokerages to indicate what stocks are difficult to borrow for short sale transactions. A brokerage firm’s hard-to-borrow list provides an up-to-date catalog of stocks that cannot easily be read more

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Investments glossary

Unlisted Security

An unlisted security is a financial instrument that is not traded on a formal exchange because it does not meet listing requirements. Trading of unlisted securities is done on the over-the-counter (OTC) market and they are often called OTC securities. read more

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Investments glossary

Evening Star

An Evening Star is a stock-price chart pattern used by technical analysts to detect when a trend is about to reverse. It is a bearish candlestick pattern consisting of three candles: a large white candlestick, a small-bodied candle, and a red candle.

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Investments glossary

Load

A load is a sales charge or commission charged to an investor when buying or redeeming shares in a mutual fund. Sales charge commissions can be structured in a number of ways. They are determined by the mutual fund company and charged by mutual fund read more

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Investments glossary

Commercial Bank

A commercial bank is a type of financial institution that accepts deposits, offers checking account services, makes various loans, and offers basic financial products like certificates of deposit (CDs) and savings accounts to individuals and small read more