Archive for the 'Investment' Category

Dec 16 2018

Project and Portfolio Management – Align Projects with Corporate Strategy

Published by under Investment

Project Portfolio Management is not just about managing several projects. PPM is management of the project portfolio so as to maximize the contribution of projects to the overall welfare and success of the enterprise. For PPM to be effective, projects must:

 

  • Be aligned with the firm’s strategy and goals
  • Be consistent with the firm’s values and culture
  • Contribute (directly or indirectly) to a positive cash flow for the enterprise.
  • Effectively use the firm’s resources-both people and resources
  • Not only provide for current contributions to the firm’s health but must help to position the firm for future success.

 

Let’s talk about some ideas to help align projects with a firm’s strategy and goals.

 

Align Projects with a Firm’s Strategy and Goals

 

So how do you align projects with corporate strategies and goals? Michael Stanleigh suggests three things to help:

 

  • Undertake a review of all the projects that are currently under way within the organization as well as those completed over the past year.
  • Ask every department to list all of the projects that they are currently working on. What is the goal of each? What is the strategic alignment, if known?
  • Create an inventory of all projects in the organization, regardless of size or scope, that are currently on the go within all departments and within the whole organization.
  • Measure each of these projects. Are they are on time and on budget according to the original scope? Are they meeting customer requirements as defined? Or, are there no measurements in place?
  • Identify projects completed over the past year and measure their success rate. These lessons learned will help to identify project prioritization in the next step. For example, if many projects were unsuccessful because of a lack of resources then resources required to complete future projects should be considered a criteria for determining project viability. If a project requires many resources, they may rate low on this criteria. If you decide that it is a strategically important project, you will have to ensure that the right resources must be made available or the project might fail.

 

Develop a systematic approach to prioritizing all projects

 

  • Develop criteria against which to prioritize all projects. Include impact on corporate strategy and customers. This is best done with a subcommittee of senior management.
  • List all projects along with their goal, purpose and strategic alignment and the identified criteria necessary for determining the expected impact each project will have on the organization, its departments and its customers. This process will allow you to rank each project quantitatively and determine its level of priority.
  • Establish a committee of senior management to review and assess project prioritization on a monthly basis. This committee will provide final approval on all project implementation priorities.

 

Align projects to corporate and departmental strategic plans

 

  • Review the corporate and departmental strategic plans and if none exist meet with the senior executive team to gain an understanding of the key strategic priorities.
  • Examine all projects to determine their alignment with the corporate strategic goals. This strategic alignment will demonstrate how each project’s successful execution will support the corporate and/or departmental strategic plan.
  • Terminate projects that are of low priority or not somehow linked to corporate and/or departmental strategy. Their immediate termination will ensure they stop costing the organization money, resources, time and lost customers. Projects not linked to corporate or departmental strategy add no measurable value to the organization.

 

For more details you can consult with our experts at CL King and Associates.

CL King is Uncovering Hidden Investment Opportunities Since 1972. We provide investment banking, equity research, sales and trading, and investor services to corporations and institutions.

Call us 518-447-8050 today and let us explore some best investment deals for you! Or visit us here: http://www.clking.com/

No responses yet

Oct 14 2018

Investment Opportunities in The Forex Market

Published by under Investment

If you are an investor, there are a lot of opportunities for you out there. The foreign exchange market is one of the most lucrative investment opportunities that you can avail. It is also known as FX or Forex. As a matter of fact, it’s one of the biggest financial markets where $4 trillion of value is traded on a daily basis.

 

Actually, this market is robust and consists of retail investors, investment firms, hedge funds, banks, commercial companies, and central banks. This market lets anyone buy, sell and make speculations on different foreign currencies. Read on to know more.

 

 

Investment

 

You can invest in this business in many ways. However, before you go ahead, our experts at CL King suggest that you explore and look for the best investment opportunities based on our targets and investment profile.

 

As you may know, one way of doing this business is to take part in the 24-hour cash. In this case, you can trade currency pairs, such as euro and UD dollars. Since currencies are involved in pairs, your job is to make a bet that a certain currency will rise in value in comparison to the other in a pair. In this case, you will buy and sell pairs based on the current price or exchange rate.

 

Another good option is to deal in FX future where traders make their decision of buying and selling future contracts on the basis of a standard settlement date and size. Just to let you that the biggest FX future market is CME Group, which is based in the US. Therefore, if you are interested in G10 currency pairs, we suggest that you investment in CME Group. Moreover, you also have the option of e-micro products.

 

Foreign currency options also give you a lot of investment opportunities. Actually, this is similar to the FX future contracts, but provides you with the right to buy or sell a non-variable amount of currency on or before a certain date.

 

CDs, ETNs, and ETFs

 

In the Forext market, you can find a lot of investment opportunities, such as CDs, ETNs, and ETFs. It’s important to keep in mind that some ETFS are responsible of managing currency pairs. On the other hand, others deal in a single currency.

 

As far as CDs are concerned, they are not different from the options that a local bank may offer. The only difference is that it will be either in baskets of currencies or a single currency. With this option, as you an investor, you can earn a lot of foreign interest. And with this, you can easily spread your risk.

 

Just like with any type of investment, Forex trading involves some risk. Therefore, if you are going to invest in this market, make sure you have done your homework. Aside from this, you may want to keep an eye on the global events.

 

Long story short, this was a brief introduction to the Forext market as a great investment opportunity. Hope you will find this article helpful.

 

CL King & Associates is Uncovering Hidden Investment Opportunities Since 1972. The company provides investment banking, equity research, sales and trading, and investor services to corporations and institutions. Call us 518.447.8050 today and let us explore some best investment deals for you!

Or visit us here: http://www.clking.com/

No responses yet

Jul 10 2018

Tired of Small Returns? Try Overseas Banking

Free offshore banking is not a new concept. However, the main idea is to entice foreign investors to deposit their money in an offshore bank. This works well for both the offshore bank and the investor. The offshore bank gets more funds to put in its holdings and the investor gets to take advantage of the many benefits of offshore banking. The benefits of a free offshore bank account can be higher returns, more safety and protection with their transactions, and access to many foreign investment options. Therefore, this can be a very nice option for investors to use overseas banking.

Investment Banks

With this said, an individual investor should exercise due diligence when looking at an offshore banks promising free offshore banking. Ideally, one should determine if they are trying to make up this cost in some other way like other “maintenance fees” or whether this is a result of a bank in an unstable jurisdiction. This instability could be either political or financial. For this reason, you should take your time reading the fine print for such offers and use the advice of experienced offshore financial advisors to find out whether the bank is offering you a good deal for your money and your investments. Many times these financial advisors can be found by doing a simple search on the Internet. In an advisor, you are looking for experience in overseas banking that spans several different jurisdictions and also a slew of satisfied clients. A good financial advisor is a great aid in finding the better offshore banks offering free offshore banking.

 

In addition, some people find that paying a small amount to start an account works better than using a free offshore bank account. However, opinions vary on this topic. Regardless of which bank you choose, the best advice is to do your due diligence to find the best one for your investing strategy.

 

Free Offshore Banking can be a great enticement for many investors. With all the benefits that overseas banking offers, we strongly recommend you look into them further regardless of whether you choose to go with a free offshore bank account or to pay a nominal fee.

 

If you still have queries about how to proceed with your investment goals then contact at 518.447.8050 and talk to our experts at CL King and Associates.

Also read: Investment Banking Assists Companies to Get Capital

No responses yet

May 31 2018

Global Investment Banking – CL King

Published by under Investment,Investment Banking

A global investment bank’s business thrives on doing deals. Global investment banking entails raising capital such as debt or equity for their clients as well as advising on a customer’s possible merger and acquisition transactions. On top of that, global investment banks also market securities such as stocks, bonds, and treasury bills to their institutional investors. These international investment banks actually trade for their respective accounts. There are numerous existing investment banks that are also involved in the management of third-party assets. International investment banking involves various departments such as the departments of debt capital market, equity capital market, asset management, risk management, trading, treasury management, merger and acquisition, as well as research.

 

The global investment banking world could be really confusing to an ordinary individual and that is a reason for people to seek help from qualified investment banks such CL King and Associates. A truly fine provider of the different global financial services should have a solid foundation in terms of dealing with the international market. It should also be able to timely deliver the global financial services and solutions that their clients might require from them. A few traits that a good international financial services provider have is that it should be able to offer sales, trading, advisory, and most importantly, the various strategies to raise a company’s capital.

 

A first-rate global investment bank should also be supported by competent staffs that boasts of a high level of execution capabilities together with an extensive and impressive track record. They should be able to properly distinguish the exact needs of their every client, set up customized financial proposals, and provide tailor-made financial strategies. Topnotch international financial services provider also maintains good corporate governance. These corporations try to fulfill all their social responsibilities to their shareholders as well as the other stakeholder groups. They enhance their corporate values and instill these in their employees while offering market-focused financial solutions and advice to their clients.

 

Some global financial markets that top investments banks cater to are those of New York, Tokyo, and London, among others. Global investment banking actually works to provide quality service to a vast clientele all throughout the world. Clients of international investment banks include the government sectors, major corporations, hedge funds, financial institutions, and also to other organizations. Global investment banks offer their services all around the world such as North America, South America, Africa, Europe, Asia, as well as the Middle East.

 

Global investment banking is very important to numerous clients worldwide. It has a lot going for them and it also offers flexibility for their clients. The primary objective of international investment banks is to ensure the financial success of their clientele. This is the reason as to why these banks offer plenty of solutions, strategies and services that involve the raising of capital from the public and private sectors, financial restructurings, and also financial solutions or even financial advisory. By providing these services, it guarantees that these international investment banking units offer extensive financial market knowledge as well as coordinated execution to their clients all over the world.

 

CL King & Associates is a full-service investment bank and provides investment banking, equity research, sales and trading, and investor services to corporations and institutions. The focus is on debt and equity capital markets remain the core of our robust platform supported by a well-respected research, sales, trading and clearing operation.

 

If you’re still doubtful about how to proceed with your investment goals then contact us at 518.447.8050.

To know more, please visit here: http://www.clking.com/about/

No responses yet

Oct 11 2017

How Advisory Companies Help in Smooth Business Mergers?

Published by under Investment

The rising number of companies dealing in the same products and services has led to a tough competition amongst the same players. To put an end to such a scenario company mergers have emerged as a favorable and profitable trend. This process however isn’t as easy as it looks, endless paperwork, process analysis, public announcements, and many more formalities need to be completed successfully only after which the merger can be termed as an official one. This responsibility is taken by companies who are expert in handling corporate acquisitions; bid defense, shareholder reorganization etc. Their involvement in mergers is a must as without them many things will not be possible.

 

So what exactly do third-party companies do in business mergers? Below listed are a few of the numerous functions they take the responsibility of.

 

Advisory services: When company mergers take place the companies involved want to take calculated and wise steps. Hence they seek advisory help from experts who can suggest them the right ways of doing so. For instance a company would want to know which other competitor can it merge or acquire so that its business prospers. Not just this even the past history, financial stability of the company and its market reputation needs to look into. Expert advisory companies take charge of all these crucial tasks and do all the research work for their clients and find them the best options they can invest in and benefit from them in the long run.

 

Stake sales: When two companies merge the newly formed organization needs share holders because of whom the company can be jointly owned and funds pooled in. The IPO announcement needs to be made and the funds need to be collected through it as well. Investment advisories can take charge of this as well. They carry out the entire formalities and the process in order leaving nothing to worry about.

 

Business restructuring: When business mergers happen there is a need to completely restructure the newly formed company. This is necessary as two different organizations function differently but once they collide and carry out their business as one team, they need to follow some common norms and the entire process needs to be restructured. Such tasks are complex as they require a thorough understanding of business and the way the two independent companies carried out the functions. The restructuring has to be done in a way that none of the two parties need to compromise on too many aspects and the changes that are implemented are towards a healthy and profitable relationship.

 

The role play of financial advisory companies is tremendous in case of company mergers and thus companies need to be sure they are approaching a reliable third-party.

 

C.L. King takes a rigorous approach to financial advisory and M&A assignments based on years of experience, the latest finance theory, and comprehensive valuation insights gained from being an active broker-dealer in securities markets. In addition to valuation, our team provides financial and strategic analysis to identify key transaction partners and the right deal structure.

No responses yet

Oct 05 2017

Investing Research is Important

Published by under Investment

With any type of investment or business, research is important. This will allow you to know what to expect and also have the ability to be able to distinguish a diamond in the rough. This particular article will explain some of the market research you want to undertake before buying commercial real estate in a market.

 

Before you write an offer for any market, you’re going to want to spend some time getting a feel for the market. Doing this before you look at deals will allow you to move much more quickly when recognizing a potentially good deal as much of your due diligence has already been done. How can you know what a good deal is without research? You will have little background on which to judge investment deals. Your market research can and should include most of the following information: what rent is going for an area, who the large employers are, and what the smaller sub-markets are doing. What are home sales like in the area? Where is job growth going to come from and what kind of jobs will these be? Where will new transportation be? What is the current rental market like? Asking all of these questions gives you an idea of the bigger picture and explains the economics of the area. Knowing the current situation along with where future trends lie will allow you to assess a deal for current viability along with future appreciation based upon the trends that you have researched.

 

Secondly, look at some comparables with in the area. Taking time to study these will let you understand what the market is truly like. This will allow you to know prices within an area (as well as sub markets) and roughly what you can expect to pay if paying market price. This can help you quickly determine if a prospective deal is brought to you whether it is undervalued and whether you might be able to create forced appreciation very quickly. Look at as many comparables as possible and most experts recommend around the last fifty. This can allow you to see what has happened over a period of time and lessens the impact that outliers can have upon the data due to the larger data pool you are using.

 

Remember that you do not have to find all this information yourself. Use the services of an experienced broker like CL King & Associates. They are experienced very well to help you succeed. You must make the broker feel comfortable knowing that you will work for him as much as he will work for you. The importance of using a broker is that here he is in this particular market every day. He or she should know what the hot areas are and should be able to bring you some potentially good deals. You are paying for the brokers’ expertise to do not be afraid to ask questions as you do your market research.

 

CL King & Associates, Inc. operates as a self-clearing service-oriented broker-dealer and an investment bank. The firm offers investment research, equity and fixed income sales and trading, prime brokerage, investment advisory, and clearing services. Additionally, it provides security underwriting and strategic advisory services for mergers, acquisitions, strategic alternatives, and valuation.

No responses yet

Sep 25 2017

Institutional Investors See Advantages in Index Funds

Published by under Investment

Institutional investors are a segment of the market consisting of traders who make large trades that qualify them for preferential treatment with a broker. This can include lower commissions and fewer regulations that dictate their market participation. Examples of institutional investors are pension funds and other types of large entities that buy quantities of shares in bulk amounts.

 

This type of investor can buy shares in many types of market products that include individual stocks, various types of bonds and specific commodities. However, an institutional investor many also decide on a type of index fund instead of individual securities. One type of index fund that is an option to a passive institutional investor is an exchange traded fund. This type of fund is traded on stock exchange has assets that include stocks, bonds and commodities. They track an index such as the S&P 500.

 

The use of an exchange traded fund is beneficial to the institutional investor because of the ability to be flexible. This type of market vehicle is often seen as an alternative to using futures. This type of product does not require the use of margins, a special account or documentation that may be necessary for other types of financial products. Using this type of investment allows for tracking a market segment or product without having to buy large quantities of an individual security.

 

Other types of institutional investor that are more active include hedge funds. Investments for this type of fund are convenient for active traders because they are traded in the same way as stocks. Funds offer flexibility that is not available with other types of index funds. Traders will also benefit from the use of exchange traded funds because they are not included in the short sale uptick rule.

 

This use of exchange traded funds or available in many markets such as those in countries in Asia. This will include the Singapore Exchange and the Hong Kong Exchange. Investors in these markets have access to funds that are not available in the European and American markets. However, the type of fund that is used for an investment vehicle will depend on various factors such as risk and return.

 

Traders that will take advantage of exchange traded funds are those that seek to have long-term growth of capital and active returns on their investment. They are a great way to track the investment return of a market segment or specific type of financial product.

 

C.L. King Corporate Access is a strong partner in building investor relationships with a long-standing commitment and track record of facilitating meaningful dialogue between public company managements and institutional investors. By leveraging our first-hand account knowledge and deep relationships, C.L. King brings together investors and the company managements they would like to meet in such forums as non-deal road shows, one-on-one or group meetings, and conference calls.

Also read: Could Structured Bond Products Be the Right Investment Option for You

No responses yet

Aug 09 2017

Importance of Market Research and Analysis to Run a Business

Published by under Investment,Stock Investment

There are many business men and investors, who believe that market research and analysis is not that important. Instead, they prefer to rely upon the investing tips and other sources. In case you are eager to secure your financial future, and secure your position in the market, research and analysis of the financial market is indispensable. It is an amazing method, which enables even a little amount of money go further than in savings or other money market account. This is why research and analysis has become an increasing trend nowadays, to stay ahead in the financial market.

 

Financial research and analysis is very vital, as you take ample time to check and evaluate the financial history of the companies that you are thinking of investing in. It also gives you a better idea of the future, whether the company has a boosting future. When you are investing your hard earned cash into the stock market, you must go deep for it, and check in properly, whether you are putting your money in the proper place. A little investment of time in research and analysis will enable you all the valuable information, whether the company is laden with much of debt, or its productive capability is sufficient, whether they have happy and satisfied regular customers, whether the cash flow of the company is growing, or if they are investing for their future. These are very important information for you to evaluate, whether you are putting your money in the right place or not.

 

Investors must be aware of a large number of companies, companies having negative cash-flow, day by day increasing debt, revenue declination and management due to certain reasons. These are all the negative signals that clearly specify that the company is going down or they are having a major crash in the market. There are ample companies, having a developing future. Thus, the investors must do effective financial research and analysis in order to avoid troubles.

 

With a research boutique approach and a focus on small- to mid-capitalization stocks, C.L. King & Associates’ equity research analysts pursue the discovery of hidden investment opportunities that offer the potential to generate superior returns while minimizing risk. Our analysts focus on crafting quality investment ideas and offering incremental and differentiated insight while applying a fundamental value-oriented approach to their research. C.L. King’s award winning analysts introduce investors to companies whose shares may be mispriced or whose value is unrecognized.
Also read: Stock Analysis – The Essence of Stock Picking

No responses yet

Aug 02 2017

As Options Fade – Restricted Stock Gains In Popularity

Published by under Investment

As publicly traded companies move away from stock options as a way to reward and motivate their employees, there’s a growing trend to issue “restricted stock” as an alternate compensation choice.

 

Unlike options that give employees an opportunity to buy into a company, restricted stock is direct ownership from day one. However, because of various limitations placed upon this type of stock, it is deemed restricted in nature.

 

These restrictions usually begin with a vesting period that determines when the stock can be sold. The vesting period can be determined by a time period or by certain goals that must be met. A typical time period might be 4 years of employment with the company before you can sell your shares. If you leave prior to vesting, then you will forfeit the restricted shares. In concept this is not unlike the vesting and forfeiture components of qualified pension plans.

 

When vesting is set by a goal, a time period may be irrelevant. For example, vesting may happen when sales exceed $150 million regardless when this occurs.

 

Once vested, you gain actual ownership of the stock. On the other hand, vesting in options doesn’t give you ownership, but only the right to exercise the options to gain ownership. Many employers believe this gives restricted stock a motivtional edge in directing their efforts toward company goals.

 

Also, consider that options can expire and become worthless. A downturn in company stock price can make the exercise of options unprofitable. Restricted stock always has the intrinsic value of the market price. Even with a dip in price, you can cash out your restricted stock with a profit. An option with a strike price of $25 doesn’t have any value if the stock is trading at $20 per share. Your restricted stock would still be worth $20 whatever the price at which it was granted.

 

Many companies are starting to replace their option programs with restricted stock awards. If you have been granted options in the past, restricted stock may well be part of your future.

 

Note, too, that the tax treatment of restricted stock is a little bit complicated. For this reason, it is recommended that you consult with a competent tax advisor whenever you are awarded any restricted stock.

 

C.L. King & Associates is a full-service investment bank and self-clearing broker-dealer founded in 1972. We guide clients through the sale of restricted and control stock and can sell your securities discreetly, with minimal market disruption. C.L. King has the experience to simplify the overwhelming paperwork and reporting responsibilities required by the SEC for the sale of restricted securities and can partner with your legal team to deliver immediate notification of completed transactions.

Contact us and we will guide you in achieveing your investment goals.

To read more, please visit here: http://clkingassociates.weebly.com

No responses yet

Jul 27 2017

Higher Quality Stocks More Lucrative Than Low Priced Stocks

Published by under Investment

Making money in stock market is an art. Only those traders are able to make huge money which have acquired in-depth knowledge of stocks, incorporated right trading tools and have formulated a well thought trading plan. Stock markets have huge potential which could make you billionaire within a few years, provided you trade like sophisticated investors or traders.

 

If you want to be really successful in stock trading then you have to stop thinking like the masses. You will have to think out of the box, react appropriately to the opportunities and keep the emotions aside. It is common perception of mass investors and traders that low priced stocks are a better option to invest in. It may be true up to a certain extent but if you ask sophisticated traders then they might call it just a myth.

 

Mostly novice investors could be seen running after low priced stock since they believe they are more lucrative. If you are also among such investors then you need to pay extra attention while investing in such stocks. In stock markets everything happens because of a reason. If we call stock market trading, a gamble game then there is some reason behind it. Similarly, there is a solid reason due to which the stock is low priced. You must give a thought to it.

 

Not all low priced stocks offer potential benefits. Only those stocks that have higher quality and are priced low keep the potential to give you lucrative benefits. You will have to divert your attention to the fact that stocks are priced high since they perform really well, have huge demand in the market and promise huge benefits. Similarly, stocks are priced low because they may be not performing well, maybe not in demand or they may be overlooked by the investors. Effective research before investing is desired from a smart investor. You must run after quality not low prices.

 

Quality never comes at discounted price. And this is the reason that quality stocks are priced according to the current market value or at the perceived value in a given market situation. A $3 stock is trading at this price today since it is the worth of this stock in eyes of investors. And a stock priced above $100 also has huge fan following because it has that quality which might not be available in a $3 stock. Therefore, if you can afford to invest in stocks priced high then you must do it. Do not compromise on quality of stocks. But before investing you must lookout that the stock you are investing in should not be overpriced or underpriced. Sometimes low price stocks offer more quality than a high priced stock. Such stocks have a lower price may be because the market ignored them.

 

If you look at the history of stock market then you will find an interesting and shocking fact that most of the stocks that are priced at $2 or bellow got de-listed or bankrupt before they could give any gains to their investors. So beware of such stocks. High price stocks belong to high quality companies that have a successful business, provide innovative products or services and hence have huge earnings and revenues. In reality, underpriced stocks of high quality companies perform really well and give double or even triple digit gains to the investors. According to an independent study, it has been found that stocks of range $20 -$50 perform well and generate the most lucrative benefits.

 

In order to cash those fruitful gains, you must invest in stocks that have high probability of success based on both technical and fundamental analysis. Ultimately what matters is the quality and potential of a stock neither its price nor its lot size. To understand this fact, let us look at the example – suppose a novice investor has 5000 shares of $3 stock and a seasoned trader or investor has 100 shares of $150 stocks. Both the stocks jumped 25% within a month’s time then the net result for both the stocks remain the same.

 

A 25% gain in a stock of value $5 will reach at $6.25 while 25% gain in a stock of value $60 will reach at $75. The gain percent is the same but perception of the value could be easily estimated to find more lucrative option. However, it is obvious that the stock of value $60 will take time to take a good jump while a low priced stock will grow instantly but the same situation is applicable for the downside. A high priced stock will fall at very less speed as compared to that of low priced stock. Also, an investor has the opportunity to sell his high priced stock even if it drops while a low priced stock will lose all its value and you may find it really difficult to sell it in the market.

 

While investing in the stocks, investors must look at the quality of the stocks, not its price. Neither the low price nor quantity of shares could offer you potential gains. What can promise you huge benefits is a high quality stock.

 

C.L. King & Associates provide investment banking, equity research, sales and trading, and investor services to corporations and institutions. If you need any help with your investment goals, CL King is here for you. The Company has managed Bond Offering, Notes Offering, Stock offering for various financial institutions.

To read more, please click here

No responses yet

Next »