• Breaking News

    Monday, March 5, 2018

    Stocks - MU breaks $50

    Stocks - MU breaks $50


    MU breaks $50

    Posted: 05 Mar 2018 07:21 AM PST

    As someone whose bought this when it was in the 20s, damn I love this stock.

    submitted by /u/arsonbunny
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    What's going on with Square today?

    Posted: 05 Mar 2018 07:21 AM PST

    Anyone know what's the driving reason for square gains today?

    Edit: Took my gain at $49.71.

    submitted by /u/bi0mimicry
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    Long NVDA, AI involvement will supplement their success and leadership in the next several years

    Posted: 05 Mar 2018 01:06 PM PST

    $NVDA is a gaming company. It has been since its inception. Most recently, Nvidia has been big into Artificial intelligence. Most headlines reference something to do with AI. I think this transition from gaming to AI is important for Nvidia's growth in the next decade. My price target for them is a 40% upside, $329. Is that even possible given how much it's grown this past year? I think so.

    Here is the google drive with the model, paper, and open position proof, updated whenever I update them

    I'm just going to go over some catalysts and some risks:

    Catalysts

    • New GeForce series using the new Volta architecture, Series 20. Announcement will be big, should be in March 2018. The already released GPUs with Volta have been successful, I expect that trend to continue.

    • Cryptocurrency becoming more popular. Crypto isn't going away, so I'd assume it to be a catalyst. I don't like to pay attention to it.

    • Two years until we are seeing some of Nvidia's big autonmous vehicles come to life. Both the driving platform they are developing in china with ZF and Baidu, and the Volkswagen VW AI-infused Bus are expected to be actualized in 2020. If we see some success in the execution of these projects, I'd consider it a catalyst. I'm confident their execution will be successful given the success they've already demonstrated in AI with their datacenter revenue.

    • Gaming industry big news (PC). Every year there is more gamers, every year gamers get better jobs, every year there are more games. GPUs are an integral part to gaming, so these revenues will grow with the gaming market.

    Risks:

    • Semiconductor industry decline. The semiconductor industry is interesting because a decline in one can cause they others to underperform. This is an entire topic on its own.

    • AMD/new GPU designer taking market share from Nvidia. Unlikely, but Nvidia's dominance in the GPU market is why I am so bullish. I want to invest in the leader of AI deep learning training hardware and graphics processing, not the second best.

    • Jensen Huang, the CEO, losing his ability to lead the company. Nvidia has has successfully positioned themselves to be a part of the future of AI, which I think is accredited to Huang's execution. This is a positive, he's invested in the company. The downside to this is that he is very important and anything that hurts his ability to lead would hurt Nvidia.

    • New GeForce 20 series being not much of an upgrade from series 10, possibility but I think unlikely. Unlikely because their Titan V uses 12nm technology.

    Price Target:

    • I used a DCF model to arrive at the price target of $329, using a 7% discount rate and 1% perpetual growth rate. In the model I assume 39% revenue growth in Nvidia's 2019 fiscal year, 32% in 2020, and 28% in 2021. I based this off their plans in autonomous driving, and their new GeForce series to be released with Volta architecture.

    What I think:

    I think Nvidia successfully integrating its hardware into so many big company's is a huge success for their long term goals. Nvidia hardware is being utilized in Tesla's electic car's autopilot 2.0, and used by Google and Amazon Web Services datacenters. Nvidia is so dominant that no one can take these positions unless the company wants to build their own chips, which would be billions of dollars in R&D. Nvidia is supplying hardware for these big companies and there is no one to compete.

    TLDR: NVIDIA is investing into AI. Nvidia's Drive PX 2 operates Tesla's autopilot 2.0 system, Nvidia's new Tesla GPUs have grown datacenter revenue by 133% this last year, and their focus on the narrow AI to bring autonomous vehicles on the road is proving to be worth it. $329, long equity.

    Why am I doing this?

    Well I don't think I am perfect and I think I missed A LOT, so I want some critisism to get as close to perfection as I can. Read the paper and look at the model.

    submitted by /u/Noqt
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    I present the best portfolio for the long term (not selling anything for at least a year)

    Posted: 04 Mar 2018 07:17 PM PST

    OK, now tell me why it's crap... (any feedback would be helpful)

    • 40% VTI (Vanguard Total Stock Market, .03% fee)

    • 15% IEMG Emerging Market ETF including Korea, 0.14% fee)

    • 15% Amazon

    • 5% Apple

    • 5% Boeing

    • 5% Activision Blizzard

    • 5% TWMJF Canopy Growth Corp

    • 5% S&P Biotech Index ETF equal waited (.35% fee)

    • 5% AMD

    submitted by /u/explore__
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    Which company gave highest dividend /special dividend ever?

    Posted: 05 Mar 2018 05:19 AM PST

    Anyone know what was the highest dividend/ special dividend amount ever given by a company in Stock market. How much was it? Which company? When?

    submitted by /u/jickysam
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    What % of gains do you lock in with a stop loss?

    Posted: 05 Mar 2018 11:01 AM PST

    So I've been doing ok, all things considering, lots of lessons learned so far.

    Anyway, I started using stop losses which has helped a lot.

    But for whatever reason my main stock dropped considerably this morning for a split second when the market opened and then rocketed to back to the stratosphere.

    It triggered my stop loss, luckily I managed to catch it as it went back up and only lost about $100 of profit so not too bad.

    But just wondered if there was a rule of thumb on how low to set your stop loss from your entry vs the current price?

    submitted by /u/ButtGardener
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    $SQ breaks 50!

    Posted: 05 Mar 2018 11:54 AM PST

    I didn't buy in when it was too low. I bought in at 40 but I'm still so happy with it.

    submitted by /u/findingmeno
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    US gives QCOM 30 day cooling period -CNBC

    Posted: 05 Mar 2018 10:08 AM PST

    Happening right in front of us.

    submitted by /u/LotsoWatts
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    $SQ to the rescue :)

    Posted: 05 Mar 2018 07:42 AM PST

    Green + Red still = Greeeeeen

    http://i.imgur.com/ffyfdwB.jpg

    submitted by /u/jujernigan1
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    Company filed for bankruptcy.. what do I do now with the shares I own?

    Posted: 05 Mar 2018 07:16 AM PST

    How does the payout work? Is there even a payout ?

    Should I just sell the few shares I even have for basically pennies?

    submitted by /u/jdc_buckeyes1990
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    Good time to buy McDonalds?

    Posted: 05 Mar 2018 07:47 AM PST

    Anyone else buy after recent dip?

    submitted by /u/twitterit
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    Canntrust started trading on Toronto stock exchange today

    Posted: 05 Mar 2018 12:13 PM PST

    Anyone check this baby out?

    submitted by /u/call_the_whambulance
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    Micron Technology (rocket ship emoji)

    Posted: 05 Mar 2018 06:57 AM PST

    Resistance has been breached, we are clear for liftoff!

    submitted by /u/antrout
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    Good reads for beginners

    Posted: 04 Mar 2018 11:22 PM PST

    Does anybody have any good reads for beginner traders? I just started out 3-4 months ago and am hoping to make a career out of this.

    Any help would be appreciated thanks alot.

    submitted by /u/inbefore2020
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    WSJ: A Spark That Could Light Up China’s Internet Giants

    Posted: 05 Mar 2018 06:51 AM PST

    Low cost stocks?

    Posted: 05 Mar 2018 08:17 AM PST

    I'm a college student with limited funds, but I have purchased a few stocks here and there I including Twitter when it took a dip. I would like to start doing some research as well as purchasing some cheaper stocks. Are there any low cost stocks you would recommend taking a look at?

    Thank you!

    submitted by /u/Serennadi
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    How many of you use M1 finance?

    Posted: 05 Mar 2018 02:14 PM PST

    Just a quick survey!

    I already have maxed out on the tax saving account and usually buy monthly investment in roobinhood, I was wondering if m1 would be a safe place to invest say monthly 200-300$ for few years? The thing I like about m1 is fractional shares and the ease of having multiple portfolios!

    submitted by /u/Santoshr93
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    Fidelity puts 6 million savers on risky path to retirement | Reuters

    Posted: 05 Mar 2018 04:48 AM PST

    Fidelity target fund's asset allocations are way too much.

    If you have money in fidelity traget funds, then transfer the money to a more reasonable fund, or take your money out and get Vanguard's target funds or equivalent.

    submitted by /u/provoko
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    BOFI (Bank of Internet): What does this mean?

    Posted: 05 Mar 2018 12:56 PM PST

    Can you guys help me understand what this means? Thanks!

    "BOFI Holdings files for up to $300M mixed shelf; Says in addition, selling stockholders may offer up to $50M of Co's Common Stock."

    submitted by /u/U_hav_2_call_me_drgn
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    Swedish Match - Swedish smokeless tobacco (snus) future potential in the EU

    Posted: 05 Mar 2018 05:24 AM PST

    https://nnalliance.org/blog/219-could-the-european-court-of-justice-save-lives

    According to this article, Sweden's smoking has gone from 50% to 5% among active smokers.

    In October, Swedish Match also announced that Switzerland has now made it possible to order snus from Sweden. Switzerland has become the first country in Europe that allows snus consumption.

    "Based on available evidence, for chewing tobacco RRs were significantly higher than one for oral cancer and esophageal cancer, while for snus or snuff we did not find sufficient evidence of a RR greater than one for any health outcome."

    "There are sufficient evidence that chewing tobacco and other products of similar toxicity cause excess risk of oral and esophageal cancer while at this time, existing evidence does not support attributing the burden to snus or similar smokeless tobacco products. Globally, smoking tobacco causes far more burden than smokeless tobacco ".

    Source: http://www.thelancet.com/journals/lancet/article/PIIS0140-6736(17)32366-8/fulltext

    Swedish Match is now close to an ATH, is it worth investing in order to keep long-term or is there also a chance for more short-term profits? In principle, the company owns the entire snus market and has good financials. Indicators show that the stock will dip short-term, but the company's strong financials and possible healthier alternative to smoking gives Swedish Match excellent future growth potential. The question is if snus will catch on in Europe, or if smokers will instead use other ways of quitting such as nicotine gum etc.

    TL;DR: Strong possible future growth with Swedish Match, possible short-term dip.

    submitted by /u/cashobar
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    $ROST to report earnings tomorrow after market.

    Posted: 05 Mar 2018 11:53 AM PST

    What do you guys think about this stock?

    submitted by /u/samanthabus
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    Thoughts on Discover Financial Services (DFS)?

    Posted: 05 Mar 2018 11:25 AM PST

    Mastercard and Visa have been compared and discussed immensely lately, with Visa taking a spot of favorability among many investors/posts I've seen. However, I've been looking into Discover recently out of curiosity and if it would be a viable alternative.

    The good things about the stock are that it has a lowish P/B of around 2.5, good EPS and dividend yield. However, it has missed earnings estimates 3 out of the past 4 quarters.

    Thoughts on having this as an alternative versus V or MA?

    submitted by /u/aKamikazePilot
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    Books about finances

    Posted: 05 Mar 2018 05:27 AM PST

    Hey everyone, I wantes some intake on the best books about finances and investing. I heard alot about "the intelligent investor" but English is my second language and I hears that the book is pretty heavy language wise. So anything that ressembles that book but is more begginner friendly ?

    submitted by /u/alexela805
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    made 3x initial investment in high volatility markets. now I would like to settle for a much lower volatility stable growth. How is my plan?

    Posted: 05 Mar 2018 07:21 AM PST

    I am looking to invest about 5,000 (It could have been 7.5k :( ) my goal is 2-3year untouched. would love something I could throw more money into each paycheck I get. growth of at least 7-8% a year. low volatility so far based on perusing this subreddit I am interested in purchasing AMZN VTI JPM how is that for a baseline plan? Thanks. any advice appreciated

    submitted by /u/idkman93
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    Thoughts on US Metal Recyclers? STLD I think would greatly benefit from tariffs on steel.

    Posted: 05 Mar 2018 10:30 AM PST

    So i did some research and ran into STLD. They seem like a pretty good company, solid gains last year, P/E ratio of 14.2. Will all of the turmoil that Trump is creating over these metal tariffs, I don't see why this company wouldn't go to the moon. I bought some just in case. Any thoughts?

    submitted by /u/Hammer079
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