• Breaking News

    Friday, March 9, 2018

    Trump Signs 25% Tariff on Foreign Steel, 10% Tariff on Foreign Aluminum Exempts Canada and Mexico Investing

    Trump Signs 25% Tariff on Foreign Steel, 10% Tariff on Foreign Aluminum Exempts Canada and Mexico Investing


    Trump Signs 25% Tariff on Foreign Steel, 10% Tariff on Foreign Aluminum Exempts Canada and Mexico

    Posted: 08 Mar 2018 01:21 PM PST

    Interactive Brokers - odd trading assistant notifications

    Posted: 08 Mar 2018 09:47 PM PST

    Just wanted to check if anyone also received odd trading notification from IB today

    My account is set up with email alerts when account value changes by more than 1K - just had one today that account is down by xxxK (entire portfolio value)

    Portfolio is a mix of fairly boring ETFs - nothing volatile.

    Am on Holiday at the moment so unable to login to check if anything is wrong, just wanted to reassure myself it's a bug and hopefully someone else here has received the same.

    submitted by /u/thebeavers
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    Health insurer Cigna to buy Express Scripts in $67 billion deal

    Posted: 08 Mar 2018 03:34 AM PST

    Cigna to buy Express Scripts

    As a CVS investor, I'm wondering how this move will effect the stock. Looking for your opinions.

    submitted by /u/PHARMDRX
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    All countries hit by US metals tariffs can negotiate exclusions: AP report

    Posted: 08 Mar 2018 12:44 PM PST

    Are you US bonds as risk-less as everyone treats them?

    Posted: 09 Mar 2018 01:16 AM PST

    I get that the US government can always print more money or raise taxes rather than defaulting; what if there is a crisis where increasing taxes would overburden citizens to the point where it is impossible, and the government overprints to pay off its debts. Wouldn't this essentially be a default, and is not becoming somewhat plausible due to the high amounts of debt we have incurred?

    Also if reissuing to refinance the maturing US bonds is the way we pay down our debt, is our current system sustainable in perpetuity?

    submitted by /u/afactory
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    How many of you are holding on to GE in case they do make a massive turnaround? Is there any reasoning for it?

    Posted: 08 Mar 2018 01:22 PM PST

    Paypal Investments

    Posted: 09 Mar 2018 03:46 AM PST

    Are there any investment sites that mainly/solely use Paypal as a form of deposit and payment? or any other ways I can invest using paypal? thank you fellow redditors

    submitted by /u/MeghanFaux
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    NYU Prof claims ‘The best thing that could happen to society is the bankruptcy of Goldman Sachs.’

    Posted: 09 Mar 2018 03:37 AM PST

    Taleb, an New York University professor and the author of "Black Sawn," sat down with the New Statesman, to discuss everything from "cronyism" to the ever-widening divide between rich and poor .

    http://on.mktw.net/2oZtIaV

    submitted by /u/bobbyw24
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    Anyone interested in giving feedback on new Stockbroker game?

    Posted: 08 Mar 2018 08:03 PM PST

    I just made this Stockbroker simulator game, looking for feedback on how I can improve it. Would love to hear your input!

    (Please note: this is not spam.. really just looking for honest feedback from people who are interested in finance and thought this reddit sub would be a great community to ask).

    If you have an iPhone or Android and are interested in checking it out here are the links...

    iOS https://itunes.apple.com/us/app/comish-stock-trade-capitalist/id970029280?mt=8

    Android https://play.google.com/store/apps/details?id=com.oppositelock.tradecraze&hl=en

    submitted by /u/jonathansheklow
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    Military truck manufacturer Oshkosh looks cheap

    Posted: 09 Mar 2018 03:15 AM PST

    2017 sales were up 30% and EPS nearly tripled. Looking forward the company bizarrely expects flat sales but profits will grow 25% due to lower taxes.

    That puts Oshkosh on a forward PE of 15.

    But with the current administration expected to boost defense spending its hard to see Oshkosh sales not expanding significantly.

    This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.

    https://www.fool.com/investing/2018/02/04/oshkosh-corporation-after-its-big-earnings-day-is.aspx

    submitted by /u/InterestingNews1
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    Making the best of tariffs.

    Posted: 09 Mar 2018 03:04 AM PST

    Assuming the tariffs play out without any major surprises, could we see a push to more composite manufacturing? I assume companies like Ford have already purchased their next 5 years worth of steel and what not, so this seems like a long term hold. My first thought is 3M. What do you think?

    I am also guessing recycling will become a bigger deal as well.

    submitted by /u/MuchPossibility
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    How long was it from your initial wanting to invest to actually starting. When did you feel ready?

    Posted: 08 Mar 2018 12:59 PM PST

    Investors should have perspective on Scott Miracle Gro's irrelevant Q1 and focus on the big picture marijuana potential

    Posted: 09 Mar 2018 02:44 AM PST

    Q1 for SMG is quiet and a loss was always expected so a 16% drop after 7% growth in sales seems over done.

    The big ooportunity for SMG is its hydroponics division supplying the legal marijuana industry. That just accounted for 11% of sales in 2017 but sales doubled and earnings trebled.

    After the drop SMG is trading on a TTM PE of 20.7 which looks good value for a company that is 90% steady 5% growth garden supplier and 10% growth stock with huge potential.

    This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.

    submitted by /u/InterestingNews1
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    What famous people are currently bearish or claiming a bubble?

    Posted: 09 Mar 2018 02:44 AM PST

    Better to have Target Date Fund in Brokerage account and S&P500 Index Fund in Roth IRA rather than vice versa?

    Posted: 08 Mar 2018 10:50 PM PST

    Suppose that I have $100,000 in some target date fund (e.g. 2050) in Roth IRA and $100,000 in Vanguard S&P Index in regular brokerage account.

    Suppose also that my intent with the brokerage acct is to leave the investment in there untouched for as long as possible. I already have some emergency savings at a bank, so worse comes to worst, if I needed more cash, I'd have the flexibility of liquidating the brokerage.

    So, bear with me here—assuming that (1) I will never invest any more and the current amounts are what I have to work with, and (2) everything in life goes well and I never need to liquidate my investments in the brokerage account for the next few decades: Isn't it then better to have the brokerage account be invested in a target date fund so that the portfolio will rebalance itself according to the progression of age? Otherwise, if I don't want to be 100% invested in S&P 500 when I'm 65, I would have to keep selling/rebalancing and have to pay taxes every time I make that transaction.

    I know it's an overly complicated theoretical question, but it's to itch my curiosity in trying to understand better the art of investing. Thanks in advance.

    submitted by /u/lurkingengineer
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    Hexcel has a long runway for growth as an air industry supplier priced on a TTM PE of 22

    Posted: 09 Mar 2018 02:12 AM PST

    Demand for commercial aircraft is growing and is forecast to grow for decades due to a growing middle class in emerging markets. Planes are made mostly from composite materials for strength/weight/cost. Hexcel supplies composite materials to the air industry.

    With historic annual EPS growth of 10% forecast to continue the current valuation looks cheap.

    This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.

    https://www.fool.com/investing/2018/03/04/4-reasons-hexcel-corporation-stock-could-rise.aspx

    submitted by /u/InterestingNews1
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    Inside Warren Buffett’s deal machine

    Posted: 08 Mar 2018 10:03 AM PST

    https://www.economist.com/news/business/21738373-berkshire-hathaway-has-evolved-acquisition-engine-returns-look-pedestrian-inside

    The industrial businesses' lacklustre record mean they account for about 60% of Berkshire's sunk capital but have generated only about half of its look through profits, and 40% of its growth in book value over the past five years. For the five big industrial companies where figures are consistently available, total profits have risen by 4% a year since 2012, which is no better than a basket of similar peers. Profits at BNSF, for example, have risen only just above inflation and in line with other railways. Speaking to CNBC on February 26th, Mr Buffett suggested that a sixth business, PC, had not met its own internal targets.

    Since Berkshire cranks out an annual return of about 8-11% a year overall, the other area of its business, its financial operations, must have done much better. These include insurance underwriting, leasing, stock-picking, gains on derivatives and lucrative one-off transactions struck by Mr Buffett, for example when he bought bonds issued by Goldman Sachs and General Electric during the financial crisis. Overall, Berkshire's financial arm has a solid average ROE of 11%, achieved with low leverage.

    Berkshire has three possible paths forward. One is that Mr Buffett and his partner, Charles Munger, return cash to shareholders and accept that Berkshire must be less ambitious. The two men do not seem ready for this. A second is that they do more big takeovers now, with stockmarkets high. That would likely depress Berkshire's returns for years and make it more reliant on fireworks from its financial arm. The third path is that Mr Buffett and Mr Munger sit and wait, hoping for a stockmarket crash, when Berkshire's war chest will let it pick up bargains that make better returns than its recent acquisitions have done. Twenty years ago this strategy would have been uncontroversial, but the two men are aged, respectively, 87 and 94. Berkshire is enough of a conundrum to perplex even the world's greatest value investor.

    TL;DR: The article talks about BRK's recent acquisitions that turned out to be not so impressive, and asked if BRK was settling for mediocrity.

    submitted by /u/COMPUTER1313
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    Exxon lays out plans to double annual earnings by 2025 even at current oil price. TTM PE 21

    Posted: 08 Mar 2018 05:58 AM PST

    https://www.reuters.com/article/us-exxon-mobil-meeting/exxon-tries-to-sell-wall-street-on-growth-plan-but-shares-drop-idUSKCN1GJ1TP

    This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.

    submitted by /u/InterestingNews1
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    Could Spotify cut out the record labels and help artists reach their listeners directly? That would be a game changer

    Posted: 09 Mar 2018 01:16 AM PST

    good article in fool.com

    https://www.fool.com/investing/2018/03/05/spotifys-truly-disruptive-potential.aspx

    This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.

    submitted by /u/InterestingNews1
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    Townsquare Media is a local radio and entertainments business trading on a trailing/current year PE of 11/7.4

    Posted: 09 Mar 2018 01:10 AM PST

    An expansion into entertainment/festivals has not been successful as margins have been very tight and 2017 was hit by higher costs due to changes in H-2B visa program and hurricane disruption.

    However the CEO has now been replaced and all businesses are being reviewed with the goal to improve profitable or potentially divest.

    The core local radio business is much more profitable operating at a local level rather than competing with nation advertisers. Operating margins c.30%.

    The stock price has almost halved since 2015 even though revenue and earnings have grown strongly making the current valuation look very cheap.

    This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.

    Good article in seeking alpha by Ty Collin

    submitted by /u/InterestingNews1
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    An investing mentality with micro/small cap stocks.

    Posted: 08 Mar 2018 03:54 PM PST

    Hello everyone,

    I usually invest in well capitalized company with a reasonable margin of safety. I've read both Ben Graham legendary books and i am a fervent fan of Howards Marks.

    This being said, i think that it is also important to have place in a portfolio for mad money. I'd like to invest like 10% of my portfolio in speculative stock (like 3-4 stocks for about 2,5% of my total portfolio and money i can afford to lose). I think that there are some little gems to be discovered in the abyss of the stock market.

    I don't plan to day trade and i don't want to compete with people that have more money and more knowledge in chart that will probably be the shit out of me.

    BUT, i'd like to buy some speculative but promising penny stocks/micro-cap and maybe hold them for weeks or months wishing for more return, and more risk, than what the mid and large cap have to give.

    Obviously, ''fundamental analysis'' must be very, very different when assessing a 10M market cap company than when assessing a 10B market cap company. Technical analysis must also be of prime importance. I'd like to do a mix of both.

    Any books, philosophy, or methods out there that you guys would recommend for me??

    submitted by /u/Jaynki
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    Hussman predicting major drop, slashing market valuations by 2/3

    Posted: 09 Mar 2018 12:28 AM PST

    I find the logic here, https://www.hussmanfunds.com/comment/mc180302/, pretty hard to refutre. In particular, this section struck me:

    By the completion of this market cycle, I doubt that there will be much talk of the 'cost' of getting out too early. The 2000-2002 collapse wiped out the entire total return of the S&P 500 – in excess of Treasury bill returns – all the way back to May 1996. The 2007-2009 collapse wiped out the entire total return of the S&P 500 – in excess of Treasury bill returns – all the way back to June 1995. We correctly anticipated the extent of both collapses. Frankly, I expect that the completion of the current cycle will wipe out the entire total return of the S&P 500 – in excess of Treasury bills – all the way back to roughly October 1997. That outcome would not even require our most reliable measures of valuation to revisit their historical norms.

    What do you think?

    submitted by /u/mettle
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    Seeking literature on... Buy a House to Live In vs Rental

    Posted: 08 Mar 2018 01:38 PM PST

    Hey r/Investing,

    I jjust got through the book Rich Dad Poor Dad and want something new to chew on.

    I am at a point where I am working a job I plan to be at for at least 2 years, and I have enough money currently to look at buying a house to live in while I am here. However, the idea of owning property for rental and travelling is very appealing to me as well.

    I would like more perspective on real estate investments and the pros and cons of purchasing a house for living vs renting, or just on real estate in general.

    Could I get some recommendations?

    submitted by /u/MaXxamillion04
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    Investing in diamond exploration IPOs - thoughts for any plays given the current economic climate?

    Posted: 08 Mar 2018 11:23 PM PST

    Specifically, those companies which have already secured a site and gotten approval, who later seek to float to raise capital for further exploration.

    • diamond sentiment in general over the next 10 years?
    submitted by /u/silentmassimo
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    Tapping the wisdom of the crowd: what stock positions are you holding that you are sure are great medium to long-term investments, and yet the markets show no love for them?

    Posted: 08 Mar 2018 01:31 PM PST

    Looking for ideas for out-of-favor gems to look into.

    submitted by /u/PM_ME_BOOBPIX
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