Glossary


M
Market Cap

The market value of all common shares outstanding for a company, calculated by multiplying the recent price of a stock by the number of common shares outstanding. Large Cap stocks have market values of more than $5 billion. Mid Cap stocks have market values of from $1 billion to $5 billion. Small Cap stocks have market values of less than $1 billion. (When there are multiple classes of common stock, which often sell at different prices, the number of shares of each class is multiplied by the applicable price.)

Market Capitalization (Market Cap)

The market value of all common shares outstanding for a company, calculated by multiplying the recent price of a stock by the number of common shares outstanding. Large cap stocks have market values of more than $5 billion. Mid cap stocks have market values of from $1 billion to $5 billion. Small cap stocks have market values of less than $1 billion. (when there are multiple classes of common stock, which often sell at different prices, the number of shares of each class is multiplied by the applicable price.)

Market-Capitalization Weighted Average

A stock price index weighted by the value of all shares outstanding for each stock. In such an index, large stocks get proportionately more weight than small stocks.

Maturity Date

The preset date on which the debt is paid back.

MBS & Other Securities

The amount of mortgage backed and other security types

Median

The middle value in an ordered series of numbers. As an example, if you ranked a number of stocks in order based on stock price from high to low, the stock price in the middle would be the median.

Median Appreciation Potential 26 Weeks Ago for VLIS Stocks

Median appreciation potential for all stocks covered in The Value Line Investment Survey as of 26 weeks ago

Median Appreciation Potential 3-5 Years for VLIS Stocks

3-5 year projected median appreciation potential for all stocks covered in The Value Line Investment Survey

Median Appreciation Potential at Market High for VLIS Stocks

Median appreciation potential at the market high for stocks covered in The Value Line Investment Survey

Median Appreciation Potential at Market Low for VLIS Stocks

Median appreciation potential at the market low for stocks covered in The Value Line Investment Survey

Median Estimated P/E of VLIS Stocks with earnings

Median estimated P/E of stocks with earnings in The Value Line Investment Survey

Median Estimated P/E of VLIS Stocks with earnings 26 Weeks Ago

Median estimated P/E of stocks with earnings in The Value Line Investment Survey as of 26 weeks ago

Median Estimated P/E of VLIS Stocks with earnings at Market High

Median estimated P/E at the market high of stocks with earnings in The Value Line Investment Survey

Median Estimated P/E of VLIS Stocks with earnings at Market Low

Median estimated P/E at the market low of stocks with earnings in The Value Line Investment Survey

Median of Estimated Dividend Yields for Next 12 Months for All Dividend Paying VLIS Stocks

Median of estimated dividend yields for dividend paying stocks in The Value Line Investment Survey for Next 12 Months

Median of Estimated Dividend Yields of All Dividend Paying VLIS Stocks 26 Weeks Ago

Median of estimated dividend yields for dividend paying stocks in The Value Line Investment Survey as of 26 weeks ago

Median of Estimated Dividend Yields of All Dividend Paying VLIS Stocks at Market High

Median of estimated dividend yields at the market high for dividend paying stocks in The Value Line Investment Survey

Median of Estimated Dividend Yields of All Dividend Paying VLIS Stocks at Market Low

Median of estimated dividend yields at the market low for dividend paying stocks in The Value Line Investment Survey

Median P/E Trailing 10 Years

Median price to earnings ratio over the trailing 10 years

Median Price Earnings (P_E) Ratio (as shown on the top of a Value Line company report)

Is the average annual P_E ratio of a stock over the past 10 years, with certain statistical adjustments made for unusually low or high ratios.

Median Price-Earnings (P/E) Ratio

The average annual P/E ratio of a stock over the past 10 years, with certain statistical adjustments made for unusually low or high ratios.

Median Trailing P/E of all stocks with earnings in the 3500 stock universe

Median trailing P/E of stocks with earnings included in The Value Line Investment Survey and The Value Line Investment Survey - Small & Midcap Edition

Median Yield Next 12 Months of All Dividend Paying Stocks in the 3500 Stock Universe

Median of estimated yields of all dividend paying stocks included in The Value Line Investment Survey and The Value Line Investment Survey - Small & Midcap Edition

Merchandise Trade Balance

The difference between U.S. Exports of goods and U.S. Imports of goods. Published monthly by the Commerce Department.

Mid Cap

A market capitalization (stock price times shares outstanding) from $1 billion to $5 billion.

Modern Portfolio Theory

A financial theory regarding portfolio construction that seeks to maximize return for a given level of risk.

Money Supply

Federal Reserve measures of money outstanding. The Federal Reserve is able to influence increases or decreases in the size of the money supply. If money supply grows significantly faster than overall economic growth for an extended period of time, higher rates of inflation often follow. If money supply grows too slowly, economic growth is inhibited.

Mortgage Loans

The amount of loans secured by real property through the use of a mortgage note

Mutual Fund

An investment fund operated by an investment company that continually offers new shares and stands ready to redeem existing shares from the owners. Also called an open-end investment company.