Stocks - r/Stocks Daily Discussion Wednesday - Aug 01, 2018 |
- r/Stocks Daily Discussion Wednesday - Aug 01, 2018
- Bank of America upgrades IQ Price Target to $41 from $21
- My mistakes
- Bill gates predicts that by 2035 there won't be any poor countries - which ETF to invest in?
- Opinions on AMD?
- (IQ) stock gains momentum after revenue rises 51% YoY.
- $TSLA just sold a record breaking 14250 model 3s in july.
- Looking for opinions and suggestions for features for a new investment adviser/news website (Google Finance alternative)
- Thoughts on $CLDX?
- What FAGMAN stock has the most potential in the next 5 years and why?
- Hydropothecary- Molsons Newest Partner
- Opinions on Diebold Nixdorf.
- Dior
- High Times goes public. What do you guys think?
- What are some stock sectors that are on the rise?
- Trying to average down
- What's the difference (if any) between the NY Mercantile Brent Futures and the ICE Brent Futures?
- Twitter hits expected EPS stock -20% ;Tesla has lower than expected EPS Stock prices UP. Amazing
- What ETFs do you accumulate on a regular basis?
- What's the latest hype on F?
- Zillow
- Need help diversifying
- Our takeaway on AAPL Q3 results / outlook
- Why would anyone exercise a rights issue if the issue price is higher than current market price?
| r/Stocks Daily Discussion Wednesday - Aug 01, 2018 Posted: 01 Aug 2018 04:08 AM PDT These daily discussions run from Monday to Friday and Friday's will stay up till Monday. Some helpful links:
If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned. Please discuss your portfolios in the Rate My Portfolio sticky. or see past portfolio discussions with this link. See past daily discussions here. [link] [comments]  |
| Bank of America upgrades IQ Price Target to $41 from $21 Posted: 01 Aug 2018 11:00 AM PDT Updated about 20 minutes ago: https://www.benzinga.com/stock/iq/ratings Another positive sign is that many institutions (including Goldman, Well Fargo, and Comerica) increased their positions yesterday/today: https://www.nasdaq.com/symbol/iq/institutional-holdings [link] [comments]  |
| Posted: 01 Aug 2018 01:54 AM PDT I had been deliberating initiation of a post discussing mistakes. I've tried and recalled by mistakes, errors of judgement in my short exposure to capital markets. I'm a resident of India. Hence, some terms may seem foreign. Please bear with me. Lesson 1: I started taking a keen interest in markets in 2012. My trading and investment decisions were based on stock recommendations offered by analysts on TV channels. The returns generated were decent. I truly wondered why people thought trading/investing was difficult. I thought I had discovered the recipe for success in stock markets. It was easy. It required little effort from my end. All I had to do was imitate the analyst's stock pick. Things were great. Until one day. The stock picks recommended for intraday started failing. It was unfathomable to me that I was losing so much money. I resorted to revenge trading. Lost even more money. Whatever profits I had generated were evaporated in a relatively short duration. I could've never imagined such an outcome. In hindsight I should've thought that there's never a free lunch. Why would anyone offer their stock picks without anything in return? Lesson: Trust no one blindly. Assess, examine trading/ investment decisions. Every action of assistance, guidance towards us in the stock market should be looked at with glasses of cynicism. It's a brutal place. Lesson 2: On a popular stock app there's a bustling interaction medium. Stock picks are often offered for free and people wax eloquent about the tremendous potential the company possesses to multiply our wealth. I came across one such message recommending investment in an investment company. It'd be inappropriate to share the stock pick. The stock was described as being at the cusp of a great transition to being a large cap company. Messages loaded with superlatives describing the management bombarded the board. It seemed like the ideal investment opportunity. I trusted them and invested 10 % of my portfolio. The stock went from X to 3X in 5 months. My happiness knew no bounds. I was ecstatic. I continued averaging at upper levels expecting even more upside. One day, the stock began its downward slide. Lower circuit after lower circuit. Surveillance measures were taken by the exchange and moved to 5% circuit. The fall was excruciating. It stopped when it reached 1.5 X. I continued to average. Since, I had purchased heavily at upper levels my average price became very high. Losses incurred were significant. The fall wasn't arrested yet. It kept falling. The stock formed 35% of my portfolio. My portfolio was painted in red. There was little chance the stock would regain its past glory. I had to book my losses. It dawned on me that the stock move was a meticulously engineered operation by bigger investors. I had invested by trusting someone else. Lesson 2: If possible avoid excessive concentration in any stock pick. Conditions can deteriorate at any point. Introduce adequate safeguards to protect profits. Booking profits will reduce cost of carry. It was my greed that destroyed my portfolio. It's difficult to tame greed but those who succeeed at doing so will likely emerge victorious in the market. Lesson 3: In 2016, I came across a petrochemical company which was showing some signs of a turnaround. Imposition of an anti dumping duty was expected which would enable an improvement in the company's financials. I invested based on this thesis. Management seemed to be decent. I invested 15% of my portfolio. It was my first turnaround investment. When the results were declared the turnaround wasn't very convincing. Instead of waiting and appreciating that turnarounds take time I exited my holdings. I had purchased at X. I exited at 1.3 X. A 30 % profit. It seemed a healthy return to me in 3-4 months. The same company, in the next 7 quarters underwent an extraordinary turnaround. From losses to double digit profit margins. And, the stock went from X to 5X. I couldn't believe my eyes. I blamed my luck and derived solace that I had some profit. But, heart of hearts I knew I had made a massive error of judgement. Lesson: Be patient. If you're convinced about a stock after enough research stay invested for some time. Investments take time to mature, to grow. In investments without conviction profit booking would be sensible. But, if enough conviction has been developed- Be patient, do nothing. Sometimes inactivity is better than activity. Here, I was a victim of fear of losing money. Hence, sold too early. Fear and greed are major causes of bad decisions. Lesson 4: An important lesson I learned is appreciating the role of luck and the limitations of our expertise. I have often mistaken my luck for skill. And, it has cost me a lot. Stock trading/ investing is an incredibly complicated activity. There are so many variables involved that it's difficult for linear thinkers like us to piece the information and take rational decisions. To simplify the task, we resort to substituting difficult questions for easy ones. Instead of analyzing a company based on its financials I'll check if I like the product manufactured by that company and invest based on that. I've succumbed to it often. And, needless to say, I lost money. Also, being rigid is harmful to us. Despite knowing that a strategy doesn't work, I refused to accept it. I suffered from the illusion of validity. Acceptance is crucial for success. Most factors are beyond our control. Frankly, there's hardly anything in our control. I stopped thinking of myself as a person who has everything in control and accepted the fact that I was at the mercy of variables I could do nothing about. This change in behavior, approach helped me. I started appreciating the contribution of luck in success. From where we're born, the upbringing we receive , the socioeconomic status are rarely in our control. And,these factors play an instrumental role in moulding the future behavioral patterns of a person. Lesson 4: The lesson I learned is that I should shed my delusion of being in control and acknowledge that despite my best efforts there will be consequences totally opposite to my expectations. Lesson 5: The most important lesson I learned is that I should have realistic expectations. Stock markets aren't get rich quick schemes. It's a way to participate in the growth story of a real business. For an ordinary person like me it's impossible to sustain 20% CAGR for long durations. I tempered my expectations to 10-11% over the long term. After all, what causes pain- When expectations are not met we suffer from pain, grief. Solution is to have low expectations. If the outcome is better than our expectations our joy will be indescribable. I humbly share the lessons I've learned. This forum has played an instrumental role in my growth as a person. My heartfelt thanks to each and every member here. I've realised that there's always something to learn. Yet again, my gratitude to all. My apologies if I've erred. Best wishes. [link] [comments]  |
| Bill gates predicts that by 2035 there won't be any poor countries - which ETF to invest in? Posted: 01 Aug 2018 02:19 AM PDT If i believe Bill Gates is right and there won't be any poor countries, is it a good thing to invest in a emerging markets ETF for the long term ? I thought about "Vanguard FTSE Emerging Markets UCITS ETF" which is very low cost. Any further suggestions welcome :) [link] [comments]  |
| Posted: 01 Aug 2018 12:05 PM PDT disclaimer: i am new to this, looking for opinions. I've been watching AMD for a little bit now. First time I checked it a few months ago was around $10, now it's been up to $20. It went back down to $18 but is now going back up again. Do you guys think it will go lower than it is now? Will it crash? Will it go up? Why or why not? I appreciate any help that is given. [link] [comments]  |
| (IQ) stock gains momentum after revenue rises 51% YoY. Posted: 31 Jul 2018 06:20 PM PDT I'm a long IQ holder got in at $27, I'm also an idiot that listens to people smarter than me. What do you guys think about this stock and potential future of this company? Here is an article that discuses Q2 report. [link] [comments]  |
| $TSLA just sold a record breaking 14250 model 3s in july. Posted: 01 Aug 2018 10:13 AM PDT Quote from InsideEVs article: "By our estimations, Tesla sold an astounding 14,250 Model 3s in July. Shocked? How can you not be? Of course, that's the highest ever for sales of a single plug-in electric car in any month. That figure soundly beats the results from May and June combined (12,312) and propels the Model 3 into a lead for the year that won't be challenged by any other car. The YTD tally now stands at an estimated 38,617, which moves the Model 3 into first place all-time in annual sales, ahead of the old record of 30,200 LEAFs sold in 2014. And remember, there are still 5 months left in the year." Thoughts about Tesla and their earnings call tonight? [link] [comments]  |
| Posted: 01 Aug 2018 08:19 AM PDT Hey, /r/stocks! We're currently trying to expand our functionality and make it even easier for you to be up to date with everything that is going on in the stock market. Our Website If you register and login you get the option to build your own watchlist of stocks you own and stocks you are keeping an eye out for. Snaptrade will provide everything you need to know about them including the top news surrounding each individual stock. I would love to hear back from any of you who have checked out or website and understand what the users like, dislike or think should be added/changed. Every comment will be read and answered. Hopefully we can help you make better investments just as much as you'd be helping us by sharing your opinions on our project. :) Cheers! [link] [comments]  |
| Posted: 01 Aug 2018 12:47 PM PDT Curious if there are any other CLDX investors on here and what your thoughts are. After a month of little to no movement the stock has run down heading into earnings so it has me a bit worried. [link] [comments]  |
| What FAGMAN stock has the most potential in the next 5 years and why? Posted: 01 Aug 2018 12:42 PM PDT Looking to buy a few stocks of one of the FAGMAN, they are all pretty much at all time high and its hard to say if any of them is undervalued right now, maybe Facebook or Amazon? What do you think? [link] [comments]  |
| Hydropothecary- Molsons Newest Partner Posted: 01 Aug 2018 11:10 AM PDT Hydropothecary- Molsons Newest Partner hydropothecary and Molson agree to an industry changing JV [link] [comments]  |
| Posted: 01 Aug 2018 12:41 PM PDT Wanted to see what everyone's thoughts are on DBD. It's taken a big hit today after a horrible earnings report. I'm interested in the long term outlook Disclosure: I have positions long before the plunge and it hurts. [link] [comments]  |
| Posted: 01 Aug 2018 12:35 PM PDT Is Christian Dior an good investment? They own 47% of LVMH, the company that owns Louis Vuitton and other luxury Brand. Off course Dior owns the Dior brands. [link] [comments]  |
| High Times goes public. What do you guys think? Posted: 31 Jul 2018 10:13 PM PDT The cannabis-centered publication company is going public and accepting early investors at $11/share with a minimum investment of 9 shares. It will run as NASDAQ:HITM. What do you guys think of this stock? To me, they're a little too specialized and in a small/possibly dying sector of printed magazines. They don't produce a ton of products, but they are very popular and probably the number one in their niche. [link] [comments]  |
| What are some stock sectors that are on the rise? Posted: 01 Aug 2018 02:02 PM PDT I'm currently looking at waste sectors and tech. I want to look into some sectors that have potential growth for the future? [link] [comments]  |
| Posted: 01 Aug 2018 01:48 PM PDT Let's say you have 100 stocks ur avg. is $1. The stock falls to .5. And your like shit Its falling. After a while it stabilize a little to a point where it's constantly going up and down. Like it goes .3 then .4 then .3 then .4. So you buy at a bunch at .3, which lowers your avg. a little (maybe not a lot of you don't have too much to spend). Then you hold till .4 and sell all the shares you bought at .3. Then you don't spend the money on anything else hold till .3 and repeat. Each time you lower your avg. and eventually you can make money. It does take a while tho Does that actually work? Or is it just really a wash? My friend and I are arguing about this. Edit: The other side of the argument is that when you do this you are selling the original stock you bought first not the ones you just bought [link] [comments]  |
| What's the difference (if any) between the NY Mercantile Brent Futures and the ICE Brent Futures? Posted: 01 Aug 2018 01:35 PM PDT The only difference I can see is in volume. The NY Mercantile Brent has about 23,000 contracts right now. The ICE Brent, on the other hand, has close to 280,000 contracts. I'm starting to paper trade through thinkorswim and they only list the NY Mercantile contract (under /BZ), and I'm interested to know if there's any difference. Thank you. [link] [comments]  |
| Twitter hits expected EPS stock -20% ;Tesla has lower than expected EPS Stock prices UP. Amazing Posted: 01 Aug 2018 01:25 PM PDT That Elon cool-aide is some strong stuff. Just another reason i do not play the options game with tesla. Am i the only person that thinks this is odd? [link] [comments]  |
| What ETFs do you accumulate on a regular basis? Posted: 01 Aug 2018 10:48 AM PDT Three I have been eyeing are $MILN $CIBR $MCHI let me know what you think of these and some etfs you have positions in. [link] [comments]  |
| Posted: 01 Aug 2018 07:01 AM PDT Are they still selling cars with steering wheels and pedals? Still have human employees on salary? Still selling combustion engines? [link] [comments]  |
| Posted: 01 Aug 2018 10:09 AM PDT I really don't think this company will make it in the long run. Their entire Business model is centered around agent advertising. They have a call center and they call agents every day to sell them on advertising. Agents Buy a zip code in order to have your name displayed in front of listings which do not belong to them. I think they violate a lot of rules in the real estate industry including RESPA rules (RESPA bans "giving or receiving" anything of value in exchange for referrals of business related to real estate settlements.). They have dodged the bullet in several lawsuits including an investigation from CFPB. The investigation from CFPB was terminated with new appointment of new director. I think once administration changes, they will face serious difficulties as its not an ethical company... https://www.miamiherald.com/news/business/real-estate-news/article214252884.html [link] [comments]  |
| Posted: 01 Aug 2018 08:27 AM PDT After the tech dump last week, I have realized that my positions are too concentrated in the tech sector. What are some other sectors/stocks that look promising? [link] [comments]  |
| Our takeaway on AAPL Q3 results / outlook Posted: 31 Jul 2018 04:09 PM PDT Apple posted strong fiscal Q3 results Tuesday, demonstrating the continued pricing power of the iPhone and the stickiness of the company's software & services ecosystem. At the after-hours price on Tuesday, it reached $995 billion in market cap and could shortly become the world's first $1 trillion public company. The company grew its quarterly revenue and EPS by +17% and +40% year-over-year, in line with Wall Street estimates. Next quarter's guidance was also above estimates. More important for Apple's future business and financial prospects is the complexion of that performance. Let's dive into how this quarter and management's guidance reflect Apple's two most fundamental moats: brand equity and network effects. First, on the hardware front: Many were hanging high hopes on Apple's flagship handset (the iPhone, which is 60% of Apple's revenue) and its climbing ASP. This quarter, the company delivered. The 41.3 million iPhones shipped during Q3 is basically flat from last year, but the average selling price of $724 is a notable jump. This bump is likely due to an increasing mix of the pricier iPhone X, which starts at $999. Our main takeaway from this robust pricing growth is that Apple continues to improve its brand equity and expand its pricing power. In a world of ever-increasing selection of lower-priced Android phones and already-high Apple penetration, Apple is undoubtedly seeing its iPhone unit sales growth slow. But the company is building digital services and a suite of other gadgets around the device. Those newer businesses, along with higher price iPhones, are widening Apple's brand equity and supporting continued pricing power and revenue growth. And pricing power, as Buffett often puts it, is the "holy grail" in investing. Next, on the software front: Investors have been watching closely as Apple ups its software and services revenue -- a catch-all category that includes the App Store, Apple Care, Apple Pay, iTunes, and iCloud services. This segment has been outpacing iPhone revenue growth for several quarters. Apple positively surprised with $9.55 billion in software and services revenue this quarter (+31% growth). We think there's still tremendous opportunity left for growth in this sticky, high-margin app/developer ecosystem. The reason (and the moat): network effects. As Apple acquires more iPhone users from a hardware perspective, it grows the distribution channel through which app developers sell/offer their apps. This is great for developers because it widens their consumer audiences, and it's great for consumers because it widens the selection of apps, software and other services to make the smartphone experience more rich and engaging. As each side of the network grows in size, so does the value that each side of the network gets out of it. CEO Tim Cook said in January 2017 that the company hoped to double services revenue to more than $14 billion per quarter by 2020. That's almost 50% higher than Apple's current sales for that segment. Oh and it's a much higher margin business than iPhones too (because it costs almost nothing to plug a new developer into the App Store ecosystem, vs. the hardware that goes into an iPhone). Finally, on the forward-looking guidance: Apple expects Q3 revenue to come between $60-62 billion (+23% growth), edging out Wall Street predictions of $59.5 billion. Recall that the company's recent quarterly results have been weighed down by concerns that it has saturated the smartphone market, marking the end of the iPhone "supercycle." The next quarter (fiscal Q4) is when Apple typically introduces new iPhone models -- usually in mid-September. Therefore, Q4 guidance is arguably the most important operating forecast that management provides to investors to gauge how the business and its product cycles will fare. The company's strong guidance today suggests that multiple new hardware devices are coming in the fall (up to three new iPhone models). Per Tim Cook, "we are very excited about the products and services in our pipeline." Takeaways: Overall, our thesis has become even stronger on Apple. Similar to Warren Buffett's investment case, we believe Apple is truly a consumer brand at heart (vs. a classic technology or hardware company). Steady-growing consumer brands not only warrant higher prices and profits over time, but they tend to command higher public market valuations (given the predictability and secular growth of their earnings) than the hardware companies (which tend to be more cyclical, harder to predict and more susceptible to commoditization/price erosion from competition). At only 14x P/E on Wall Street's 2019 earnings estimates, AAPL is still too cheap for a growing consumer brand with pricing power and network effects. [link] [comments]  |
| Why would anyone exercise a rights issue if the issue price is higher than current market price? Posted: 01 Aug 2018 07:52 AM PDT Speaking specifically about $SNES SenesTech. I have a small position with a CB of $1.40 per share. They are offering a rights issue for the number of shares I currently hold for $1.75 per share, but the market price is ~$1.34. I'm new to investing, so what am I missing? Why would I exercise my rights issue for ~$0.40 higher per share? The issue expires 8/8/18, just in case that's relevant. [link] [comments]  |
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