• Breaking News

    Thursday, June 7, 2018

    It's moronic Monday, the Wednesday edition, your chance to ask any of those questions that you're embarrassed to ask in real life. Investing

    It's moronic Monday, the Wednesday edition, your chance to ask any of those questions that you're embarrassed to ask in real life. Investing


    It's moronic Monday, the Wednesday edition, your chance to ask any of those questions that you're embarrassed to ask in real life.

    Posted: 06 Jun 2018 05:05 AM PDT

    We encourage all our visitors to ask those investing related questions they were always too afraid to ask.

    The members of /r/investing are here to answer and educate!

    NOTE 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
    [link] [comments]

    Short sellers betting against Tesla lose more than $1 billion in single day

    Posted: 06 Jun 2018 06:28 PM PDT

    BOOM

    How come this wasn't posted with all the other Tesla news here we get every day? How much did y'all lose?

    Tesla bears have lost nearly $5 billion in mark-to-market losses since 2016, S3's head of predictive analytics Ihor Dusaniwsky told CNBC.

    Ouch.

    submitted by /u/InvestInDada
    [link] [comments]

    U.S. Trade Deficit Falls to 7 Month Low - Trade Gap Falls 2.1% to $46.2B vs $49B Expected as Exports Rise to Record High

    Posted: 06 Jun 2018 05:37 AM PDT

    Vanguard employees won’t have an S&P 500 index fund in their 401(k) plan

    Posted: 06 Jun 2018 02:35 PM PDT

    For all the "Just buy an S&P 500 index fund" folks. Even Vanguard thinks that's inadequate for a retirement plan.

    "We believe the Total Stock Market Index Fund is the best proxy for the U.S. market, offering exposure to large-, mid-, and small-cap stocks, whereas Vanguard Institutional Index Fund concentrates on large-cap stocks" said a Vanguard spokesperson.

    Anyone working at Vanguard who does hold VINIX and doesn't exchange out of it will be moved to a target-date fund instead. I'm assuming an age-appropriate one.

    Note that in exercising that fiduciary responsibility of putting "non-deciders" into a target fund, Vanguard is implicitly saying that retirement portfolios need small cap stocks, fixed income, and non-US exposure.

    submitted by /u/ChekovsWorm
    [link] [comments]

    Warren Buffet and Jamie Diamond Team Up to Convince CEOs to End Quarterly Earnings Forecasts

    Posted: 06 Jun 2018 07:12 PM PDT

    As an individual investor, what resources are available for free to dig into a company’s management(philisophy, how they allocate/raise capital, etc...)?

    Posted: 06 Jun 2018 01:44 PM PDT

    Volatility may hit Wall Street as Alphabet, Facebook leave tech sector group

    Posted: 06 Jun 2018 01:19 PM PDT

    https://www.reuters.com/article/us-usa-stocks-gics-analysis/volatility-may-hit-wall-street-as-alphabet-facebook-leave-tech-sector-group-idUSKCN1J20DP

    Facebook and Alphabet will move from information technology and sit alongside AT&T Inc and Verizon Communications in a broadened telecommunication services sector that will be renamed communications services.

    submitted by /u/zmarty
    [link] [comments]

    Shale Country Is Out of Workers and Dangling 100% Pay Hikes

    Posted: 06 Jun 2018 05:38 AM PDT

    https://www.bloomberg.com/news/articles/2018-06-06/shale-country-dangles-100-pay-raises-as-labor-market-runs-dry

    ...drillers, service providers and trucking companies have been poaching in all corners, recruiting everyone from police officers to grocery clerks. So many bus drivers with the Ector County Independent School District in nearby Odessa quit for the shale fields that kids were sometimes late to class. The George W. Bush Childhood Home, a museum in Midland dedicated to the 43rd U.S. president, is smarting from a volunteer shortage.

    And this one could go on for a while. Companies are more cost-conscious than ever, and the evolution of oilfield technology continues to make finding and producing oil quicker and cheaper in the pancaked layers of rock in the Permian. It now accounts for about 30 percent of all U.S. output.

    The labor shortage is inflamed by the real-estate market: The supply of homes for sale is the lowest on record, according to the Texas A&M Real Estate Center. The $325,440 average price in Midland is the highest since June 2014, the last time the world saw oil above $100 a barrel. Apartment rents in Midland and Odessa are up by more than a third from a year ago, with the average 863-square-foot unit commanding $1,272 a month.

    Morales, a native Midlander and second-generation restaurateur, has seen it happen so many times before. Oil prices go up, and energy companies dangle such incredible salaries that restaurants, grocery stores, hotels and other businesses can't compete. People complain about poor service and long lines at McDonald's and the Walmart and their favorite Tex-Mex joints. Rents soar.

    TL;DR: It's another oil boom.

    EDIT: About 2-3 years ago, there was an article about a town going on a rapid decline after oil prices plunged hard and stayed low.

    submitted by /u/COMPUTER1313
    [link] [comments]

    When the market goes into a bear market do you buy more equities?

    Posted: 06 Jun 2018 07:02 PM PDT

    My question is when the market drops into bear territory my initial thought would be to invest more in equities (thinking that eventually it'll come back) however I read this article and they say to shift to bonds but why wouldn't you invest more into stocks, as stocks are basically discounted at that point?

    Am I missing something?

    Edit: on the contrary what do you do invest in when the markets reach highs? Real estate?

    submitted by /u/dirtbikedude705
    [link] [comments]

    Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets

    Posted: 06 Jun 2018 10:45 AM PDT

    https://www.bloomberg.com/news/articles/2018-06-06/what-s-a-stock-worth-in-new-economy-accounting-has-its-critics

    Traditional metrics like P/E and P/B are effectively broken

    Outdated accounting standards create 'distortions' in equities

    And it's not just talk. Practitioners now regularly adjust models to give greater heft to things that were previously thought too abstract to value. By treating specific kinds of intangibles -- those funded internally, that solidify a strategic advantage -- as investments, fund manager Knowledge Leaders Capital LLC says it sees $3.4 trillion extra book value on the balance sheets of the roughly 3,000 stocks it studies, causing the price-to-book ratio to fall by 14 percent.

    After the adjustments, Autodesk has $7.8 billion of assets, compared with the $4.2 billion on the books in the same period. Its 2018 losses are 21 percent smaller than reported.

    It's a hallmark of American accounting that the value created by things like advertising or research and development go largely unrecognized when counting up net worth, while eating into earnings.

    Here's how it works. When a company splurges on developing software, accounting treats it like renting office space: you're spending money to keep the business going, but not acquiring anything with future benefits. If you buy a building, however, that becomes an asset on the balance sheet, its cost spread over a long time.

    Not recognizing intangible assets can push down both profits and book value in businesses that depend on research and marketing, which are increasingly important in the global knowledge economy. Just think Tesla Inc., Nike Inc. or Gilead Sciences Inc.

    "You've got all these assets that don't show any value in their financial statements that are just becoming more and more valuable in today's society," said Travis Fairchild, a fund manager at O'Shaughnessy Asset Management in Stamford, Connecticut. "We've moved from an industrial marketplace to much more of a technology and intangible asset industry, and that's just creating larger and larger distortions."

    Seems so similar to the dot-com boom's "It's different this time.", "new economy", and "The rules have changed".

    submitted by /u/COMPUTER1313
    [link] [comments]

    Any opinions on Wealthfront or Personal Capital?

    Posted: 07 Jun 2018 03:23 AM PDT

    I'm 19 looking into Roth IRAs. I was pretty forced on vanguards target retirement fund when my uncle mentioned wealthfront and personalcapital. He was very passionate about them but I haven't heard anything about them. Have y'all heard anything/ have any opinions on them? If so how do they compare to say vanguard or fidelity?

    submitted by /u/c3llow
    [link] [comments]

    Bloomberg article today: Are corporate earnings incredibly understated- as in $ Trillions?

    Posted: 07 Jun 2018 03:22 AM PDT

    https://www.bloomberg.com/news/articles/2018-06-06/what-s-a-stock-worth-in-new-economy-accounting-has-its-critics

    I have mixed feelings about Prof. Lev's theory- aren't you just frontloading the cost of these intangibles into early years resulting in higher profits on books later, so it "all comes out in the wash?"

    submitted by /u/thinkofanamefast
    [link] [comments]

    AI Sex Doll Companies

    Posted: 07 Jun 2018 03:11 AM PDT

    Real question here, but what companies are potential industry leaders in the AI sex bot tidal wave that is gonna overtake the world?? It might seem like a joke, but I'm dead serious. What companies can I invest stock in that is leading this soon to be new wave? I've tried to do my own research, but I can't seem to find stock worthy companies to invest in. Any help or leads would be much appreciated.

    submitted by /u/Kingkill66
    [link] [comments]

    BRK.B

    Posted: 06 Jun 2018 07:21 PM PDT

    I'm very tempted to put all of my money that I allocate to stocks into BRK.B. Berkshire Hathaway will always be a household name and they know the game of investing very well. Also, with BRK.A performing so well over these past decades, it seems like investing in the "child" company is a smart option due to its affordability. I can't see a company associated with Warren Buffet not having a bright future.

    Anyone have any thoughts and opinions on the stock?

    submitted by /u/seriousgenius
    [link] [comments]

    What’s your take on the current state of chips? Here’s mine.

    Posted: 06 Jun 2018 05:23 PM PDT

    I'm just going to focus on popular reddit chip stocks because I think as a group they paint a pretty good picture of the landscape. Obviously between Micron, Nvidia, AMD, and Intel there's been a huge rally in the past month, but the outlook since the beginning of June seems to have shifted. Here's what I've gathered from reports:

    Intel has by far the highest market cap and is the most established, but, especially after the AMD showing of 7nm chips yesterday, it's facing serious competition and looks to be falling behind. That said, they've been "falling behind" for a while now and they still consistently blowout earnings. Like Apple, even when they aren't executing perfectly, they're such a mainstay that it doesn't usually show much in quarterly results.

    Micron suffered a hit from a couple analyst downgrades last week, and is under investigation. Any sign of a slowdown in dram prices will send it back to the 40s and I'm worried it's just gonna keep bouncing off 60 and then dump with people taking profits before the earnings report in a couple weeks. Still, the majority of analysts like it a lot. Like...a lot a lot.

    Nvidia announced that it will be a while before new gaming chips are produced, but also they're best positioned to benefit from AI and cloud computing. The stock is very expensive.

    AMD is undervalued, but their stock price is historically fickle and they just had a huge run-up. I wish I had some and feel that it's too late to buy after today since I'm thinking short term (6 months-year).

    All chip companies are at risk of being used as a bartering tool in the USA/China tariff negotiations, which puts them in a potentially precarious position. This could be the reason Micron and others are under investigation by China (leverage).

    All in all, I'm scared and am considering decreasing my large position in Micron. If I had AMD I'd keep that one. I'm keeping Nvidia. I dumped Intel in favor of micron and Nvidia a couple weeks ago (a little late to the party) because they have more room to grow and I suspect intel's technology falling behind will catch up with them soon.

    What's your take? I obsessively read reports, but I'm not in the industry or anything. I'd appreciate any info/opinions/advice you'd be willing to pass on.

    Edit: here are some links:

    Is China Looking for Collusion in Chip Biz, or Just Leverage? https://www.barrons.com/articles/is-china-looking-for-collusion-in-chip-biz-or-just-leverage-1528313470?mod=yahoobarrons&ru=yahoo&yptr=yahoo

    Only Memory Prices Matter With Micron Technology, Inc. Stock https://finance.yahoo.com/news/only-memory-prices-matter-micron-161454682.html

    Micron snaps up major North San Jose office campus in preparation for growth (seems like a bullish sign) https://www.bizjournals.com/sanjose/news/2018/06/04/micron-n-san-jose-campus-brocade-lease-holger-way.html?ana=yahoo&yptr=yahoo

    Micron Bull Waves Caution Flag on Stock Most Analysts Say to Buy https://finance.yahoo.com/news/micron-bull-waves-caution-flag-170606884.html

    https://finance.yahoo.com/news/why-micron-apos-analyst-day-171100963.html

    https://www.marketwatch.com/story/amds-momentum-accelerates-with-chip-advances-for-2018-and-2019-2018-06-06

    https://www.marketwatch.com/story/nvidia-has-a-massive-lead-in-the-next-big-thing-in-computing-2018-06-01

    Why Investors Are Paying a Premium for NVIDIA Corporationhttps://finance.yahoo.com/news/why-investors-paying-premium-nvidia-173000754.html

    https://www.forbes.com/sites/jasonevangelho/2018/06/06/core-wars-intel-victory-brief-as-amd-reveals-32-core-threadripper-2/

    https://www.marketwatch.com/story/intel-fights-back-against-amd-qualcomm-2018-06-05

    submitted by /u/pleg910
    [link] [comments]

    Investing in Canada - for residency

    Posted: 07 Jun 2018 01:31 AM PDT

    Hi,

    I want to invest in real estate or in a company that buys real estate in Canada in order to get a visa/residency. I was wondering what programs are available in Canada? How much do I have to invest? What if I create an investment company that buys real estate and hires people to fix it up?

    submitted by /u/mikdaniel
    [link] [comments]

    EL5. If tariffs are inefficient and harm the country imposing them, why don’t countries respond to the USA tariffs by doing little or nothing (or trading more between themselves)?

    Posted: 06 Jun 2018 11:54 PM PDT

    EL5. If tariffs are inefficient and harm the country imposing them, why don't countries respond to the USA tariffs by doing nothing? If they don't respond or if responses are not significant then what's the effect? Taxes, like the cost of min wage increase, have an effect, but will it be dire? Also, given the corporate tax cuts, won't the USA tariffs help offset the loss of tax revenue (and reduce the harm of growing USA budget deficit)? I'm looking for purely economic analysis; whether T is or is not a good negotiator/leader is an irrelevant distraction.

    submitted by /u/ConsAtty
    [link] [comments]

    Bridgewater Associates says it's bearish on pretty much everything

    Posted: 06 Jun 2018 07:47 AM PDT

    Business Insider (No paywall)

    Thoughts in general? How about specifically on what this "crucial market driver" is and it's relationship with future equity returns?

    submitted by /u/I_eat_insects
    [link] [comments]

    What should I put my financial investments into if I'm expecting a financial recession to occur soon?

    Posted: 06 Jun 2018 10:44 PM PDT

    Is TDAmeritrade down?

    Posted: 06 Jun 2018 03:06 PM PDT

    I can log into my account but my positions are gone and my balance is 0.00. Anyone having similar issues?

    submitted by /u/NickBurnsComputerGuy
    [link] [comments]

    19 year old dream

    Posted: 06 Jun 2018 09:56 PM PDT

    As a 19 year old, my dream job is to become a financial advisor/planner. What steps should I be taking right now to help me down the road? I would love to talk to any current financial advisors if there are any out there.

    submitted by /u/sinkb20
    [link] [comments]

    Anyone know of any daily investing/business email news letters worth subscribing to?

    Posted: 06 Jun 2018 09:41 PM PDT

    My work blocks almost every website known to man but I get by with news sent to my email inbox.

    submitted by /u/prepubesentpunk
    [link] [comments]

    What’s a better long term investment than MasterCard? It seems totally bulletproof and consistently outperforms - strongly.

    Posted: 06 Jun 2018 11:22 AM PDT

    No comments:

    Post a Comment