Bloomberg: Mark Zuckerberg Tops Warren Buffett to Become the World’s Third-Richest Person Investing |
- Bloomberg: Mark Zuckerberg Tops Warren Buffett to Become the World’s Third-Richest Person
- You've seen Disney's business model, now see the many companies that make up their worldwide assets
- CNBC - Payrolls rise better than expected 213,000 vs 195,000 but unemployment rate back at 4%; wage growth misses
- Thoughts on investing in emerging markets at the moment?
- Alaska Airlines Long Thesis
- Apple Music Just Surpassed Spotify’s U.S. Subscriber Count
- Best books on bonds?
- Anyone know a website that pulls stock info and calculates portfolio dividend yield?
- Bringing Data Context to /r/investing's Trade War Hysteria
- Could someone explain short ratios in laymen terms?
- What stocks to invest in, in case of a recession
- Amateur Needing Guidance
- Any jobs most anyone can learn, and get their foot in the door with $5k-10K?
- International Shares Index Fund And BRK.B or just the Index Fund?
- News sources?
- What less known sector(s) are you invested in? And why?
- What are your thoughts on investing in REITS for the long term? I am thinking VNQ ETF.
- Is there a global market portfolio index?
- V vs MC and SQ vs PYPL
- How much money should I invest in the stock market?
- Looking for the BEST investing audiobooks for daily commute
- Connect Stock Quotes to Excel
- Are there more buy & hold investors today compared to 50 or 100 years ago? Has that affected the markets?
| Bloomberg: Mark Zuckerberg Tops Warren Buffett to Become the World’s Third-Richest Person Posted: 06 Jul 2018 06:52 PM PDT
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| You've seen Disney's business model, now see the many companies that make up their worldwide assets Posted: 06 Jul 2018 08:44 AM PDT |
| Posted: 06 Jul 2018 05:51 AM PDT https://www.cnbc.com/2018/07/06/nonfarm-payrolls-june.html Not sure how there are more jobs but also an increase in unemployment... [link] [comments]  |
| Thoughts on investing in emerging markets at the moment? Posted: 06 Jul 2018 07:16 PM PDT |
| Posted: 06 Jul 2018 09:49 PM PDT So I've seen a few post lately mentioning airlines around here and the other stock reddits and thought id share my brief pitch of going long on ALK from my reddit. Hopefully itll give yall something to consider. Alaska Air Group Inc Alaska Air Lines NYSE:ALK MktCp: 7.8B Core Business: Alaska Air Group owns and operates Alaska Airlines, Virgin America, Horizon, McGee Air Services and some other smaller units. However I will focus on Alaska Airlines with consideration to the Virgin America acquisition since those are the biggest sources of revenue for the company. Most of their business comes from flights that transport customers to and from West coast destinations. However a significant percentage of their customers are connecting flights from West to Midwest/Atlantic Valuation: Air Lines can be very tricky to put a price on. The business is very competitive and heavy on capital expenditures. Profit margins are consistently being brought down due to price matching other airlines. They naturally trade at low PE ratios. And historically have been value traps for investors. Therefore I proceed even more conservative than usual when constructing a DCF for this company. I assume that its free cash flow will grow 4% on average for 5 years then reach terminal growth at 3 percent. This means some years it may lose fcf and others gain more than 4% but I assume it will average out to 4% yearly for the next five years. Using this I calculated a fair value of $118 per share. If my valuation is correct, ALK is very significantly undervalued. Competitive Advantage: The commercial air line industry is all centered around offering the cheapest flights for customers and having small margins. Competitive advantages are usually either A) Niche Location or B) Brand Strength. I believe ALK has a strong case for both of these. The have a very significant presence in the West Coast having main flights going to Seattle to LA to Hawaii, even Costa Rica. The acquisition of Virgin America(although bad in the short term, more about it in risk section) will give them a greater share of the market in the region over the long term. Alaska Airlines has some of the best customer service and attention. They have had the highest customer satisfaction rate among airlines for 11 years straight(JD Power) and notable recent awards include best rewards program(Flyer talk 18), number 1 US Airline(Money 18),number 1 in Airline Quality Rating 2018, and ICCT Most fuel efficient Airline (2010-2017). I know some of these awards can be consider biased and some will say politics are involved but if you look at direct customer reviews of ALK and compare them to other regional airlines, its easy to tell that they have great customer satisfaction and its a priority to their business. To conclude I see ALK being a major player in a major market with an Amazon like focus on customer satisfactions. Risks: Believe it or not, competition is not the biggest risk to Alaska Airlines. Oil prices and a recession are the biggest risks to Alaska Airlines as well as the airline industry. Oil prices make the biggest difference in profits for airlines companies. If oil continues to rise, airlines will have to raise ticket prices across the board. Higher tickets may impact the amount of customers willing to travel. If this happens and prices continue to rise, ALK's revenue,profits and FCF will take a hit. We have been in a bull run for 9 years(I argue less but won't talk about here) and its obvious we will hit a bear market eventually. Airlines are quite cyclical and a small recession will impact consumers spending. Much like oil prices, this will affect the revenue, profits and fcf for the company. They are also quite leveraged and higher interest rates could negatively effect their net income. A smaller risk is that the acquisition of Virgin America does not provide synergy causing investors to back out and lenders to be unwilling to give more money to ALK. The past 2 years have been rough. Alaska airline uses boeings while Virgin used Airbus which cause some operational issues. Management between the two took longer to become productive and internal politics became a bigger problem to solve than expected. This is clearly shown in the stocks lackluster performance over the past 2 years since the acquisition. While there maybe some rough road still ahead I believe management is becoming productive and the synergies will start to translate into earnings very soon. Dividend: ALK currently pays a dividend of roughly 2%. It is expected to hit 2.09% next year. However I do not think it will grow significantly until after the synergies from the acquisition are realized. Future Trends: Customer Service is more and more important as Americans have more money to spend. Considering the extremely low unemployment rates and the growth in spending power, It is reasonable to assume that Americans will choose to spend a little more to feel better. In this case it means paying a little extra for going from California to Seatle on ALK vs a budget ticket. IMO I think most customers will pay more for the satisfaction. As word of mouth continues to spread, more people will choose ALK over other West Coast airlines due to their strong brand and perks(free drinks!) The virgin acquisition strengthens their airport presence and with more hubs and more volume they should be able to lower prices while keeping their margins. Expectations: Alaska Air Group stock is likely to continue its less than stellar growth this year. I personally have a price target of $70 by the end of 2018. Considering the summer months are the biggest for airlines, It has a possibility to get higher than $70 if they report significantly better than expected earnings for q2 q3. However we will have to wait until late this year, likely next year, for the earnings to stabilize and realize the synergies of Virgin acquisition. I have a price target of $100 by the end of 2019. And unless we have a bear market or considerably higher oil , I am confident in those targets. Although at they end of the day keep in mind they are just educated guesses and not accurate. Conclusion: Alaska Air Group is a regional airline that has great brand strength as well as strong presence in their region. The stock has been lackluster due to some unexpected complications that arose when the acquisition of Virgin America took place. However I believe the complications have been solved and the power of the merger will start showing in the earnings soon. Due to the discount of intrinsic value to market price, as well as a decent 2% dividend,ALK is a great 3-6 year hold with potential to double. Notes- Feel free to agree disagree , or even tear my analysis apart in the comments. Just keep it constructive and explain why. This is not a buy recommendation , rather its my opinion on the company. Disclaimer- I am long ALK [link] [comments]  |
| Apple Music Just Surpassed Spotify’s U.S. Subscriber Count Posted: 06 Jul 2018 08:12 PM PDT
The source, a US-based, major distributor, shared a report detailing the subscriber tallies of several streaming music services, including Apple Music, Spotify, Tidal, and Sirius XM. That report now ranks Apple Music as first in the United States, at least among primarily on-demand music streaming services (Sirius XM Satellite Radio, which operates in North America exclusively, has more than 33 million subscribers). Both Apple Music and Spotify have more than 20 million subscribers in America, with Apple now a hair ahead. The source requested that we withhold exact subscriber numbers beyond mentioning '20 million plus,' to protect confidentiality. The data for 2018 also shows that Apple is experiencing a far stronger rate-of-growth in the United States, suggesting a wider lead over the coming months. Trial users were not part of the comparison. The results aren't entirely surprising. Back in February, the Wall Street Journal noted that Apple's US-based subscriber growth rate was 5% in the U.S., compared to Spotify's 2%. Using that data, the Journal predicted that Apple Music was 'on the verge' of surpassing Spotify. [link] [comments]  |
| Posted: 06 Jul 2018 03:41 PM PDT Can anyone recommend any good books covering bonds/credit markets? [link] [comments]  |
| Anyone know a website that pulls stock info and calculates portfolio dividend yield? Posted: 06 Jul 2018 05:36 PM PDT I wish Portfoliovisualizer.com had this, alas not yet. [link] [comments]  |
| Bringing Data Context to /r/investing's Trade War Hysteria Posted: 06 Jul 2018 06:22 AM PDT Every single time there is an announcement of new tariff here, there is (at least one) highly upvoted post with hundreds of comments talking about how this is the start of a trade war and the economy is going to crash. Here is some actual data on the impact of the "trade war" (from the US Census Bureau HS State Data Series as of April 2018): US and China Trade Activity
All US Trade Activity
Even if you believe trade took a total dive in May and June (spoiler: it did not, they are up YTD and month over month), those kinds of YTD positive percentages mean this is not the apocalypse everyone seems to think it is. But how can this be? Every day all we see is talk of tariffs and how the economy is going to start circling the drain! Because the tariffs are relatively small given the overall trade volume, mostly targeted, and highly symbolic. Total imposed tariffs are $85B, which was 3.6\% of US total imports in 2017. Unless you have piled all your cash into a single industry (e.g. own 100% stocks of only Kentucky bourbon or pork manufacturers), this just isn't a big deal. I get it, r/investing. I am not a fan of the current political environment, and I understand the desire to link political moves to economic outcomes. It makes us feel validated about our political beliefs. But the reality is politics is sometimes just that - politics. It is symbolic. No matter how much you want to believe otherwise, all the data show right now that the tariffs are a non-event. [link] [comments]  |
| Could someone explain short ratios in laymen terms? Posted: 06 Jul 2018 10:15 PM PDT I've been reading about short ratios and how to utilize them. I'm left confused about what "days to cover" means. What does it mean when Apple's short ratio is 1.46 and Tesla's is 4.70? If I'm not mistaken, the higher the ratio, the more bearish sentiment there is among investors? [link] [comments]  |
| What stocks to invest in, in case of a recession Posted: 07 Jul 2018 04:03 AM PDT Are there any stocks that would be able to tank a recession and despite of the crash be able to gain value? [link] [comments]  |
| Posted: 07 Jul 2018 04:01 AM PDT Hey team, I am finding myself in need of some direction towards my investing/ stock strategy. (simply looking to add capital to my name, no need for liquid cash for another 6 years at the least) 24M, with around 70k invested and a steady job. I am having trouble allocating the last 35k i have in my market fund with Vanguard. My current holdings are: -VTSAX 35% -Roth TSP (SP 500 fund) 30% -TCEHY 10% (bought at $61/currently $50) -MSFT 10% ($91/ $100) -BAC 10% ($31.94/ $28) I am currently reading A Random Walk Down Wall Street, and find myself contradicting its principles even though it seems like the right decision given my circumstances when it comes to deciding what to do with my last 35k i have to invest. I am interested in JD, MU and V. However, the question becomes this......do i hold off (like i have been for the last 1.5 months), with the given news regarding the tariffs and chinas actions towards MU, or do i utilize the method of "Time in the market beats timing the market"? If anyone has any suggestions as to how they would go about this, or stocks they feel are better, would love insight. [link] [comments]  |
| Any jobs most anyone can learn, and get their foot in the door with $5k-10K? Posted: 06 Jul 2018 11:25 PM PDT Would a certain amount pay enough people to help build or run a website/bloc to eventually put ads on? I could write my own of course. I just don't know what to write about that anyone would want to read. I have a lot of time, with nothing to do. I can borrow $5-$10k if needed. I'm a little disabled. What could I do online to have purpose? Thank you for reading [link] [comments]  |
| International Shares Index Fund And BRK.B or just the Index Fund? Posted: 07 Jul 2018 02:53 AM PDT Hello fellow Investors! I'm confused about something that may be relatively simple for you folks out there to help me out. I'm invested in an International Shares Index Fund and lock away a small amount each month with no plans to sell for the next 30 years or so. The recent drop in the share price of BRK.B has caught my attention however this is my dilemma. The International Shares Index Fund I'm investing in periodically has BRK.B as one of the holdings although it is tiny ~0.6%. Is it worth it buying BRK.B shares now given that I have some exposure to it via the Index Fund? Or should I just continue investing in the Index Fund and not bother with BRK.B? I understand that the index fund is very diversified but at the same time I also realise that BRK.B has had fairly good returns year on year, of course, past performance is no guarantee of future performance but still. Just throwing this question out there, so what do you guys think? [link] [comments]  |
| Posted: 06 Jul 2018 08:44 PM PDT I was wondering where you do you guys get reliable and fast news. I'm looking for kind of a full market type thing. [link] [comments]  |
| What less known sector(s) are you invested in? And why? Posted: 06 Jul 2018 02:04 PM PDT I'm currently not invested in any sectors that isn't well known. But have considered investing is some less known ones, like gambling or alcohol. [link] [comments]  |
| What are your thoughts on investing in REITS for the long term? I am thinking VNQ ETF. Posted: 06 Jul 2018 07:48 AM PDT |
| Is there a global market portfolio index? Posted: 07 Jul 2018 01:13 AM PDT I'm looking for an index that tries to follow the global market portfolio as close as possible. Meaning that it contains multiple assets classes from many countries in proportion to their weight of global market cap. [link] [comments]  |
| Posted: 06 Jul 2018 02:45 PM PDT Based off of current valuation with a long term position what are people thinking? [link] [comments]  |
| How much money should I invest in the stock market? Posted: 06 Jul 2018 06:21 PM PDT I'm pretty new to the stock market and I'm a relatively young guy who just finished high school. I have always had a small amount of money in the stock market but want to up the ante a bit as I see there is the possibility to make good money out of it, with a decent job and money in a bank account, what would be a good amount to invest? [link] [comments]  |
| Looking for the BEST investing audiobooks for daily commute Posted: 06 Jul 2018 01:45 PM PDT Hey guys, I need help looking for the best investing audiobooks that I can take with me for my daily commute. It takes me an hour an hour a day to get to work and looking for new audiobooks to listen to. I am open to anything related to investing thanks in advance! [link] [comments]  |
| Posted: 06 Jul 2018 10:25 AM PDT Does anyone know how I can get stock quotes (for all stocks, even smaller cap) and put them on excel, constantly refreshing. (It can be 15 min delay). [link] [comments]  |
| Posted: 06 Jul 2018 05:37 AM PDT It seems like the big thing nowadays is to buy an hold index funds. Everyone and their mom is telling this, from Warren Buffett to John Oliver to all the financial sub-reddits. Does this mean a lot more money in stocks is in passive funds in which people buy and hold for years? If so, how does this affect the markets compared to the past? Or have people always done this kind of thing? [link] [comments]  |
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