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Equities & Finance Glossary – Terms Starting with T
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Top Searches for Stock Markets & Equities
More popular stocks & investing search terms from What the World is Searching on Stock Markets
See also: What the World is Searching on Stocks & Stock Markets – a comprehensive list of popular search terms related to stock markets & stock investing
Finance & Equities Definitions A-Z – A, B, C, D, E, F, G, H, I, J, K, L, M, N, O, P, Q, R, S, T, U, V, W, X, Y, Z
Terms Starting with T
Target Price Range
A price range in which price movement may approach the height of a classic pattern, thereby "establishing" the pattern. The height of the pattern and the price movement (the amount the price may move away from the breakout price) depend on the pattern type. Target Price Range depends on these factors, and is not a guaranteed price movement. Technical Events and the possible price movement that they suggest should be used as additional information in a more comprehensive research process about a financial instrument.
Technical Events
Technical Events occur when recognizable patterns appear in the trendline of a stock's price chart. Technical analysis of a chart attempts to determine the direction, strength, and duration of the trend, in order to forecast the most profitable moment to execute a trade. See Technical Analysis for more information.
10-Yr/LOF Return
The average load-adjusted return over the last 10 years, or for the life of a mutual fund (LOF) if the fund has not been in existence for 10 years, updated monthly.
30-Day Analyst Consensus (Down)
A net negative change in analyst Consensus Rating or average available analyst ratings over the last 30 days.
If results are shown in quintiles, the universe of searched stocks is all stocks with a consensus number that went up (degraded) over the time period. When you enter a specific value or range of values, enter a positive number to specify the change. All numbers are absolute numbers representing the magnitude of the change, which can vary from 0 to 4.
30-Day Analyst Consensus (Upgrade)
A net positive change in analyst Consensus Rating or average available analyst ratings over the last 30 days.
If results are shown in quintiles, the universe of searched stocks is all stocks with a consensus number that went down (improved) over the time period. When you enter a specific value or range of values, enter a positive number to specify the change. All numbers are absolute numbers representing the magnitude of the change, which can vary from 0 to 4.
Thomas White
Thomas White International is an independent provider of US and international equity research. Thomas White believes that original research is one of the surest paths to superior stock recommendations. The firm's success has come from its experienced analysts that use industry-specific valuation frameworks developed over the last thirty years to assist them in determining company valuations and making suitable stock recommendations.
Thomas White analysts' use the following terms in their assessment of a stock's potential performance over next twelve-month period.
BUY Most Favorable Expected to outperform the S&P 500 and be among the stocks with the highest returns Favorable Expected to outperform the S&P 500 index and have above-average returns HOLD Neutral Expected to perform in line with the S&P 500 and have similar returns SELL Unfavorable Expected to underperform the S&P 500 and have below-average returns Most Unfavorable Expected to underperform the S&P 500 and be among the stocks with the lowest returns
Thomson/Gradient
Thomson/Gradient recommendation (not a Thomson consensus recommendation). Thomson Financial provides a comprehensive stock report with in-depth analytics on individual companies. The Company-In-Context report's user-friendly format provides financial advisors, investment bankers, and money managers with powerful insight to help drive their client's investment strategies.
Ticker Symbol
A series of letters (or a single letter) used to identify a security.
Today's Change
The change in a stock's price since the last close.
Today's Volume
The number of shares traded today. If you signed the Nasdaq user agreement, the figure uses real-time data. If you have not signed the Nasdaq user agreement, the figure uses delayed data.
Today's Volume vs. 10-Day Average Volume
Today's volume divided by the same number measured over the last 10 days. If you signed the Nasdaq user agreement, the calculation uses real-time data. If you have not signed the Nasdaq user agreement, the calculation uses delayed data.
Total
In the Gain/Loss view of a watch list, Total is either the total dollar value across all securities in a watch list, or the total gain or loss across all securities in a watch list.
Total Assets
Total Current Assets plus total non-current assets. Non-current assets include property, plant and equipment, and other non-current receivables and investments.
Total Debt/Assets
A ratio used with other ratios to indicate the level of risk a company is taking in financing its operations. Total Debt/Assets is calculated by dividing Total Debt (both short and long term) by Total Assets (both current and non-current) for a specified time period. Time periods measured include:
Most Recent Quarter (MRQ) as an annualized figure Last Fiscal Year If Total Debt/Assets is greater than 1, a company has more debt than assets.
Total Debt to Capital Ratio
A ratio indicating what proportion of capital and debt a company is using to finance its assets. Unlike debt to equity, debt to capital results in a number between zero (no debt) and 100 (no capital). Total Debt to Capital Ratio is calculated by dividing Total Debt by Capital (shareholders' equity plus long-term debt) for a specified time period. Time periods measured include:
Most Recent Quarter (MRQ) as an annualized figure Last Fiscal Year A higher Total Debt to Capital Ratio means the company is using a lot of financial leverage. A highly-leveraged company will give stock holders outsized returns when the company is doing well, but the risk of bankruptcy is much higher when the company stops doing well. If you want to figure out whether a company has the right amount of leverage, you can compare its leverage with the leverage of other companies in the same industry.
Total Debt to Equity Ratio
Total Debt (Short Term Debt plus Long Term Debt) divided by Shareholders' Equity for a specified time period. Time periods include:
Most Recent Quarter (MRQ) as an annualized figure Last Fiscal Year
Total Liabilities
Total Current Liabilities plus Long-Term Debt and deferred income taxes.
Total Return
Return on an investment, taking into account capital appreciation, dividends or interest, and individual tax considerations adjusted for present value and expressed on an annual basis. Cumulative total return reflects actual performance over a stated period of time. Average annual total return is a hypothetical rate of return that, if achieved annually, would have produced the same cumulative total return if performance had been constant over the entire period. Average annual total returns smooth out variation in performance; they are not the same as actual year-by-year results.
Trading Volume
The total volume for the previous three months divided by the number of trading days in the previous three months.
Trailing P/E Ratio
The ratio of a stock's latest closing price divided by earnings per share based on the last reported 12 months of earnings. Companies with negative earnings receive an "NE." See also Earnings Per Share (EPS).
Transaction Type
The table of insider trades displays the 20 most recent filings, including a code indicating the transaction type:
A Award of stock options B Acquisition of shares accrued through a plan C Exercise of warrants D Stock split or dividend F Disposition by exercise of options G Gift I Exchange IS Intended Sale J Other K Private purchase sale L Repurchase M Acquisition by exercise of options N Participant directed transaction pursuant to rule 16B-3 P Open market purchase Q Transfer pursuant to domestic situation R Acquisition pursuant to reinvestment of dividends or interest S Open market sale T Transaction under an employee benefit plan U Tender shares in a merger or takeover V Non-transaction, transfer or conversion W By will X Exercise of options YP Reverse stock split Z Deposit into or withdrawal from voting trust 3 Initial statement 0 Holdings
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