Elvis Picardo, CFA

Elvis Picardo, CFA

Elvis Picardo is Vice President-Research and a portfolio manager at Global Securities Corporation in Vancouver, Canada. He brings a global perspective to investment research and portfolio management, obtained through more than two decades of international capital markets experience in Canada, India and Hong Kong. His experience spans a wide range of asset classes – equities, options, fixed income and currencies. Elvis is a chartered financial analyst (CFA) and holds the Canadian Investment Manager designation; he also has a Bachelor’s degree in Engineering and a Master's in Management Studies. Opinions expressed herein are his own.

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  1. How Mergers and Acquisitions Can Affect A Company
    Investing Basics

    How Mergers and Acquisitions Can Affect A Company

    M&A can have a profound effect on a company’s growth prospects and outlook, but with a significant degree of risk.
  2. Estimated Recovery Value (ERV)
    Term

    Estimated Recovery Value (ERV)

    The projected value of an asset that can be recovered in the event of liquidation or winding down.
  3. Book Value Reduction
    Term

    Book Value Reduction

    Reducing the value at which an asset is carried on the books because changes in the asset or market conditions have reduced its current market value.
  4. Registered Holder
    Term

    Registered Holder

    Shareholders who hold their shares directly with a company.
  5. Recovery Rate
    Term

    Recovery Rate

    The extent to which principal and accrued interest on a debt instrument that is in default can be recovered, expressed as a percentage of face value.
  6. Accelerated Dividend
    Term

    Accelerated Dividend

    Special dividends paid by a company ahead of an imminent change in the treatment of dividends, such as an adverse change in dividend taxation.
  7. Discounted Payoff
    Term

    Discounted Payoff

    The repayment of a loan in an amount that is less than the principal balance outstanding.
  8. Cash Bonus
    Term

    Cash Bonus

    A lump sum of money awarded to an employee, either occasionally or periodically, for good performance.
  9. Discretionary Investment Management
    Term

    Discretionary Investment Management

    A form of investment management in which buy and sell decisions are made by a portfolio manager or investment counselor for the client's account.
  10. Execution Only
    Term

    Execution Only

    A trading service that is restricted to execution of trades only, without the client receiving any investment advice.
  11. Duty Of Loyalty
    Term

    Duty Of Loyalty

    A director's responsibility to act at all times in the best interests of the company.
  12. Duty Of Care
    Term

    Duty Of Care

    One of two primary fiduciary duties of directors, the duty of care requires them to make decisions in a reasonably prudent manner and in good faith.
  13. Account Minimum
    Term

    Account Minimum

    The minimum balance required to be maintained in an investment account or bank account.
  14. Hard-To-Sell Asset
    Term

    Hard-To-Sell Asset

    An asset that is extremely difficult to dispose of either due to its inherent problems or market conditions.
  15. Capital Growth
    Term

    Capital Growth

    The increase in value of an asset or investment over time. It is measured on the basis of the asset's current value, compared with the original investment.
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