• Breaking News

    Friday, June 8, 2018

    Buffett, Dimon urge end to quarterly profit forecasts Investing

    Buffett, Dimon urge end to quarterly profit forecasts Investing


    Buffett, Dimon urge end to quarterly profit forecasts

    Posted: 07 Jun 2018 09:04 AM PDT

    Investor Warren Buffett and JP Morgan Chase's Jamie Dimon are encouraging public companies to stop predicting their quarterly earnings and focus on long-term goals.

    https://www.cnbc.com/2018/06/07/the-associated-press-buffett-dimon-urge-end-to-quarterly-profit-forecasts.html

    submitted by /u/Four-In-Hand
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    Canada passes bill legalising marijuana. This is an emerging sector for investors.

    Posted: 07 Jun 2018 11:16 PM PDT

    Best way to gain exposure to esports?

    Posted: 08 Jun 2018 02:34 AM PDT

    Have been interested in esports for years and it's only been on the up. Google results so far have been pretty lackluster so would love to hear some recommendations.

    ATVI seems like the most obvious choice, but I'm not sure if the price is right to buy right now.

    submitted by /u/BoogerMcBallsack
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    Let's forget about stock bull market for now... Why is the American economy firing on all cylinders?

    Posted: 07 Jun 2018 04:30 PM PDT

    I live in Asia so I don't have my boots on the ground so I'm totally clueless as to what is driving America's undoubtedly impressive growth spurt

    submitted by /u/DanielFok
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    How do you evaluate whether to buy/sell?

    Posted: 08 Jun 2018 03:29 AM PDT

    Just sold a house and am now sitting on about $480K.

    Posted: 08 Jun 2018 01:32 AM PDT

    $200k is in an IRA and is all cash at the moment. I have 93K in SPY and another ~180k in cash. I've always been a real estate investor but prices are so high here in Seattle that I decided to get rid of one SFH (I have 4 more rented out and a 5th on which is my residence) and used the proceeds to pay off all my other debts. I'll be 65 this summer but I have a younger wife and an 11 yo daughter. Any advice? BTW, I'll also have a big tax bill next April of around $85k which I'm thinking of throwing into a cd while I hold it. Any thoughts would be much appreciated.

    submitted by /u/taxme2death
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    Risk Off Trade is Back ?

    Posted: 08 Jun 2018 04:07 AM PDT

    Bonds around the world are rallying - notably in Europe and Asia. USDJPY lower by ~38bps. Nikkei 225 finished down by 56bps, Hang Seng Index finished down 176bps. Germany's DAX down by 86bps, Euro Stoxx 600 down by 51bps. Gold is up 24bps. How are you trading today's "risk off" mentality?

    submitted by /u/QuantalyticsResearch
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    Three different accounts, three different investing style ( investing vs stock/options vs Wallstreetbets Reddit subs)

    Posted: 07 Jun 2018 11:47 AM PDT

    http://imgur.com/xp9x3EA

    So at the beginning of the year after liquidating my whole account to help with a family member down payment for a house i decided to dedicate 3 different account to 3 different investing related sub Reddit /investing account: overlapped overdiversified bunch of etfs /stock/options hand picking stocks plus covered calls /wallstreetbets, straight up calls and puts, FDs and sometimes two leg trades

    Can you tell which one is which?

    submitted by /u/Losingmoneyrightleft
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    Argentina Secures $50 Billion in IMF Backing to Bolster Economy

    Posted: 07 Jun 2018 09:59 PM PDT

    https://www.bloomberg.com/news/articles/2018-06-07/argentina-secures-50-billion-in-imf-backing-to-bolster-economy

    Argentina secured a $50 billion stand-by arrangement from the International Monetary Fund to help restore investor confidence as the government takes aim at double-digit inflation and a widening budget deficit.

    The rescue program's size, which would run for 36 months, is the largest ever in IMF history though it will depend on how much the government taps. It comes amid an emerging market sell off that has shaken developing economies around the world including Brazil, Turkey, Indonesia and Mexico and has forced central banks to hike interest rates.

    Of the economies that have been hit hardest, Argentina tops the list. It has indicated it plans to draw on the first tranche of the program, after which it will treat the loan as precautionary, the government said in a statement.

    "The amount we received is 11 times Argentina's quota, which reflects the international community´s support of Argentina," Treasury Minister Nicolas Dujovne said in Buenos Aires. "It's very good news that the integration with the world allows us to receive this support."

    Disclaimer: I own shares of $VWO and $UL (high exposure to emerging and frontier markets).

    submitted by /u/COMPUTER1313
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    My Theory: Coca-cola and Pepsi are Overvalued

    Posted: 08 Jun 2018 12:06 AM PDT

    Here is the reason why: Carbonated and sugary beverages have fallen out of fashion with millennials. Millennials are realizing that sugary beverages are the modern-day equivalent of the cigarette and they are wising up to the health impacts.

    This trend is having a DIRECT impact on the financials of both Coca-Cola and Pepsi. Revenue and net income are showing a strong NEGATIVE trend. Coke and Pepsi for years have tried to diversify to "healthier" alternatives or to diversify to related product markets. The strategies have failed to stop the bleeding or to replace the lost revenue and net income. I don't see this trend reversing any time soon as I see this to be a long-term demographic trend. The younger generation are more educated in terms of the health impacts of excess sugar.

    At the current prices, both KO and PEP are overvalued.

    submitted by /u/JasonMckennan5425234
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    r/investing Appreciation Post

    Posted: 08 Jun 2018 02:36 AM PDT

    I'd like to thank the subscribers and moderators for managing and growing r/investing. It has been a go- to place for me to converse, educate, and learn about financial markets, businesses and investing in a world where for someone as young as me (16) it is hard to be taken seriously when talking about finance with peers. Keep up the good work, thanks alot.

    submitted by /u/ShawnShemTov
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    Tech Bubble 2.0?

    Posted: 07 Jun 2018 06:58 PM PDT

    It seems like every tech stock that was less than $40 billion market cap pre election is up about 100% or more. You look at everything from cloud stocks to payment stocks like Square. I don't see how any of this is rational. It seems like the animal spirits of the past two years has driven tech stocks to crazy valuations.

    What do you guys think?

    submitted by /u/urriola35
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    Advice please: Transferring from my 4% saving account into Canadian marijuana stocks...

    Posted: 08 Jun 2018 02:10 AM PDT

    Hi, I'd like some advice please. I've got 60% of my money in a savings account with 4% interest, and 40% in stocks and shares. With Canada legalising marijuana last night, do you think I should transfer some of my savings (40% of total) into that sector? I could potentially make my annual savings interest (due March 2019) over the next few weeks if I invest it in this emerging sector. The payoff could be much, much greater, but I move from guaranteed 4% to potential loss.

    Many thanks in advance for your input and advice.

    submitted by /u/bog_1
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    If you could invest in anything, what would it be?

    Posted: 08 Jun 2018 01:59 AM PDT

    I have been a US resident investor for over 20 years. Mostly S&P index funds with some bonds. In the last several years I've started investing in private equity in the US. I've since moved overseas and have learned about an investing tool in Malta that would allow me to invest in another country's funds, markets, even PFICs without owing taxes* (afaik there is only income tax on the distributions made from the growth, not on the principal but is otherwise free from tax)

    If you could choose any investment product around the world, what would it be? Would you stick to domestic US funds in spite of being able to invest elsewhere?

    submitted by /u/lunarbanana
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    Question about Mindbody ($MB) Q2 consensus

    Posted: 07 Jun 2018 10:10 PM PDT

    Got a tip for $MB and skimmed through their WSJ summary and I have never seen the consensus for the following quarter plunge so much? What could explain this? https://quotes.wsj.com/MB

    submitted by /u/seanmcnally1
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    Berkshire Alpha (to S&P 500) since 1985 in 5 years periods and on a rolling basis.

    Posted: 07 Jun 2018 02:44 PM PDT

    https://infogram.com/berkshire-alpha-since-1985-1hxj48n3l8wq4vg

    just something I tossed together.

    edit: The alpha measure was calculated on daily returns and a 3 factor Fama-French model

    submitted by /u/wanmoar
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    What kind of paramters do you look at before to invest?

    Posted: 07 Jun 2018 01:28 PM PDT

    As the title say, when you are about to invest long/medium term into a company, which kind of paramters do you look at (beside the fundamentals)

    P/ E ratio?

    P/ R evenue?

    Can you help a noob please?

    What makes a stock, a ''value stock'' (beside fundmental analisis)

    submitted by /u/luchins
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    Will the stock price change?

    Posted: 07 Jun 2018 04:47 PM PDT

    Company A has 10 shares at $10 listed on the stock exchange. They report profitable earnings year after year. So if no new buyer wants to buy the stock and none of the original holders want to sell theirs, will the stock price ever change despite company A growing over time?

    submitted by /u/Ztenku
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    Hot U.S. Economic Growth Is Burning Companies That Can't Keep Up

    Posted: 07 Jun 2018 02:26 PM PDT

    https://www.bloomberg.com/news/articles/2018-06-07/from-food-to-oil-bottlenecks-show-downside-of-economic-growth

    As suppliers struggle with bottlenecks, the food distribution company said it is having trouble keeping shelves stocked and paying higher transportation costs.

    "Higher demand is pressuring our supply chain," Chief Executive Officer Steven Spinner said on a conference call after reporting results late Wednesday for the fiscal third quarter. "A headwind from inbound freight expense" is likely to continue for at least the next six months.

    The hurdles underscore the capacity constraints that are increasingly crimping the U.S. economy's long expansion. REV Group Inc., which makes buses and ambulances, cited "the availability of chassis" as a reason for weak second-quarter results. Oil producers have reported dwindling pipeline space, and a rail and trucker shortage that's eating into profit as shipping costs increase.

    That's probably why General Mills got murdered on the last quarterly report when they mentioned about higher costs of transportation and raw material that were making production more expensive in general.

    submitted by /u/COMPUTER1313
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    SPX/10-year T yield?

    Posted: 07 Jun 2018 08:56 PM PDT

    I was passed an email at work telling me that a graph over time of the SPX divided by the 10-year treasury yield held some value.

    I have never heard of this metric before. Anyone have any insight?

    This is not referencing a bond v stock investment ratio based on age.

    submitted by /u/ICorrectYourTitle
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    What percent of a company's ownership, if any, goes missing overtime?

    Posted: 07 Jun 2018 08:36 PM PDT

    I've seen the occasional old post about stock certificates being found in attics. I imagine there are some cases of stocks being owned by individuals who die and the electronic transfer goes missing, somehow. If this was the case the dividends the company sends out would go missing and the effects EPS would be higher since there would be less shares.

    Has this ever impacted a stock? Do company's literally expect 100% of all the dividends they send out to be cashed?

    I know this is a silly question. I would imagine at most it would amount to a fraction of a percent over several decades, but was curious and couldn't find anything written about it.

    submitted by /u/NBAQMan
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    Shorting immune-oncology

    Posted: 07 Jun 2018 09:05 AM PDT

    I work in cancer research and have seen immune-based therpaies evolve. These therapies are all the rage (evidenced by opdivo and keytruda commercials for luncg cancer on nightly news). I believe this too be a bubble and there is good reason to think the field is saturated and many companies are chasing (this would include major pharma Roche, Genentech, AstraZeneca and a host of smaller biotech) diminishing clinical benefits. If I wanted to short the whole field, what would be a good strategy? I am relatively comforatable with typical investments, but not so much with shorts/puts/margins, etc. Suggestions?

    submitted by /u/msmith83
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    Daily advice thread. All questions about your personal situation should be asked here

    Posted: 07 Jun 2018 05:05 AM PDT

    If your question is "I have $10,000, what do I do?" or anything similar. There is no single answer to this question, but we will also need A LOT MORE information if we are to give some sort of answer

    • How old are you?
    • Are you employed/making income? How much?
    • What are your objectives with this money? (buy a house? Retirement savings?)
    • What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?)
    • What are you current holdings? (Do you already have exposure to specific funds and sectors?)
    • Any other assets? House paid off? Cars? Expensive girlfriend? (not really an asset)
    • What is your time horizon? Do you need this money next month? Next 20yrs?
    • Any big debts?
    • Any other relevant financial information will be useful to give you a proper answer.

    Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions!

    submitted by /u/AutoModerator
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