Daily advice thread. All questions about your personal situation should be asked here Investing

---

• Daily advice thread. All questions about your personal situation should be asked here
• Disney Up 6% premarket; Netflix down 2%. Disney has unveiled Disney+ at $6.99/mo
• People often ask what the successful investors do but I want to know what unsuccessful investors do? 99% of life is avoiding mistakes IMO.
• Softbank to double gains from initial Uber investment of $7.7 billion to between $15 and $20 billion after a little more than a year (Bloomberg)
• $UNH, what is going on with the drop it’s taken over the last 2 days.
• Long term stocks to buy as of now.
• https://www.revealnews.org/article/how-tesla-and-its-doctor-made-sure-injured-employees-didnt-get-workers-comp/
• Portfolio diversification
• CIBC Sales Desk: Canopy Rivers (RIV) - one of the best risk/reward opportunities in the Cannabis space
• How to short Uber?
• Former Fed Chairman Alan Greenspan says 10% rise in stock market contributes to 1% rise in GDP
• China's March trade surplus soars past expectations, Beijing data show
• Bob Iger wants to retire in 2021
• Jamie Dimon says the US economic expansion 'could go on for years'
• If I buy a call, do I actually need enough money to cover the 100 shares in order to profit?
• Lyft v Uber in Numbers
• Thoughts on Shopify $SHOP
• Reminder Section 232 uranium ruling likely next week
• Wells Fargo earnings: $1.20 per share, vs $1.09 EPS estimate
• "Don’t lose money" How?
• So how does DIS jumping 10%+ make sense?
• Can't buy Jumia stock
• proxy voting recommendations

Daily advice thread. All questions about your personal situation should be asked here Posted: 12 Apr 2019 05:15 AM PDT If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions. If you are going to ask how to invest you should include relevant information, such as the following: 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 significant other? 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]

Disney Up 6% premarket; Netflix down 2%. Disney has unveiled Disney+ at $6.99/mo Posted: 12 Apr 2019 06:00 AM PDT submitted by /u/markyu007 [link] [comments]

People often ask what the successful investors do but I want to know what unsuccessful investors do? 99% of life is avoiding mistakes IMO. Posted: 12 Apr 2019 05:17 AM PDT submitted by /u/FredGhost [link] [comments]

Softbank to double gains from initial Uber investment of $7.7 billion to between $15 and $20 billion after a little more than a year (Bloomberg) Posted: 12 Apr 2019 04:39 PM PDT Snippet: "There were many naysayers when SoftBank invested last year at a valuation around $49 billion," said Chris Lane, an analyst at Sanford C. Bernstein & Co. "The successful IPO of Uber at a valuation anywhere near $100 billion will be a strong validation for SoftBank and its Vision Fund. This is also very good news for SoftBank's other ride-hailing investments." Source: https://www.bloomberg.com/amp/news/articles/2019-04-12/softbank-s-son-stands-to-double-7-7-billion-stake-in-uber-ipo submitted by /u/markyu007 [link] [comments]

$UNH, what is going on with the drop it’s taken over the last 2 days. Posted: 12 Apr 2019 08:14 PM PDT No huge news or rumors that I can make sense of to cause a big fall. Enlighten me. Where do you see it going over the next week? submitted by /u/MexicanMotorboat [link] [comments]

Long term stocks to buy as of now. Posted: 12 Apr 2019 08:09 PM PDT Hi everyone, I started a long term investment account 2 weeks ago with these stocks - DIS, SNAP, MSFT, LULU, FB, BIDU, GS, CHGG. All are in green and I am up 5%. My time frame is to hold at least 3 years. What stocks u guys recommend? I am thinking of buying TSLA, pretty cheap as of now but also messed in orders. Comment your stocks and a small DD. I AM UPDATING RECOMMENDED STOCKS FROM COMMENTS INCLUDING OTHER SUBS - > 1) TTD submitted by /u/gambler_no_1 [link] [comments]

https://www.revealnews.org/article/how-tesla-and-its-doctor-made-sure-injured-employees-didnt-get-workers-comp/ Posted: 13 Apr 2019 01:32 AM PDT submitted by /u/New_Slant [link] [comments]

Portfolio diversification Posted: 13 Apr 2019 12:47 AM PDT So the majority of my portfolio is made up of AMD and CYBR, but I saved up a bit recently and I'm finally looking to add something that's not in those two fields. Preferably something financial based because those usually seem like solid wins, but I'm not familiar enough with anything outside of what I have to confidently make a purchase. What should I look into? Ive got a budget of max 500 to add to this portfolio, which I've named my "already spent money" portfolio. So more than a little risk is acceptable. submitted by /u/Legaladvice420 [link] [comments]

CIBC Sales Desk: Canopy Rivers (RIV) - one of the best risk/reward opportunities in the Cannabis space Posted: 12 Apr 2019 01:56 PM PDT https://imgur.com/a/sFNDBkM - Link to pictures that are missing from body of email. ​ Subject: Canopy Rivers (RIV) - one of the best risk/reward opportunities in the Cannabis space 📷 Canopy Rivers (RIV) represents one of the best risk/reward opportunities in the cannabis space. Shares trade at a meaningful discount to its public comps due to its non traditional structure and valuation opacity. However**, its 130kg+ production facility is almost near completion and I believe recognition of its development and ultimate cash flow potential will result in a material re-rating.** I calculate a Sum of the Parts (SOTP) valuation of $11.76/sh, or 227% upside from current levels based on a relative valuation analysis vs. Village Farms (VFF). Note this is my personal sales view and does not represent our Research views. Background RIV is known as the "Venture Capital" arm of Canopy Growth, and with that, holds a number of investments. Of these, RIV's Pharmhouse stake (49% ownership) represents a material part of their NAV, and I would argue is being significantly undervalued within the current share price. What is Pharmhouse? Pharmhouse (PH) is a joint venture with the Mastronardi Family (Link)) one of the largest tomato grower/distributors in the world. The family has 65 years of experience, and the JV is in the midst of converting 1.3M sq ft of greenhouse that has potential to produce 130kg/yr+. This is a high tech, highly automated, recently constructed facility (2017) that could be fully producing in calendar Q3/19. The facility is awaiting licensing that is expected shortly. Structured within the agreement, RIV has an option to buy into 49% of any future international endeavors at book value via its global non-compete with the partner. VFF is a very relevant comp If you've followed the space, this story might sound familiar, as Village Farms (VFF), a vegetable grower with 30 years experience is also converting 1.1M sq ft greenhouse to potentially produce 75kg/yr via their Pure Sunfarms JV. VFF has a 50% interest and is a quarter or 2 ahead of Pharmhouse. As VFF is getting near production and getting more US exposure (Nasdaq listing), shares have spiked, up over 300% YTD. Based on GMP's F20 EBITDA (only 2 brokers cover) forecast of $62M, VFF is trading at ~14.5x EV/EBITDA (note this is only Sunfarms EBITDA and excludes their traditional growing business). This implies an EBITDA margin of $1.65/g, assuming a full year utilization**.** Also note that Pure Sunfarms recently (April 1) exercised its option to double its production to 150kg (Delta 2)….this will achieve full run rate by end of 2020. This could also be being priced into the share price, but I would argue most of the stock's move was well before this. Given our view that industry supply issues will persist over the near/mid term, the $1.65/g margin assumption seems reasonable, and ultimately, we wouldn't be surprised if this ends up being conservative. Pharmhouse is significantly undervalued It's hard not to recognize the parallels between VFF and Pharmhouse's stories…both long time vegetable growers, marketers and distributors that are re-purposing their infrastructure to enter the Cannabis space. If we were to put similar metrics on Pharmhouse's facility to what VFF is trading at, this implies potential annual EBITDA of $107M. At a 14.5x multiple, implied EV would be $1.56B, or $7.57/sh of value vs the current $600M or $3.50/sh....and remember, this is just for Pharmhouse. **On a side note, our official Pharmhouse EBITDA forecast is $36M and is based on $1/g and utilization of 50-60%...my analysis here shines a light on the potential upside to numbers as well as a more apples/apples comp to VFF*\* Pharmhouse deserves a premium to VFF I would further make the argument that between the 2 entities, Pharmhouse should deserve a premium given: ·Future international optionality - Pharmhouse has 28 affiliated global greenhouse facilities (26.1M sq ft) vs 6 for VFF (9.4M sq ft.). It's also worth noting that 13 of the 28 GH's are in US states with large, legal cannabis markets while VFF's US exposure is limited to Texas which has little/no cannabis mkt. PH has a global non-compete (which means option on any greenhouse their partner wants to convert). Stronger retail/distribution relationships - as one of the largest distributors of tomatoes globally, the Family has deep relationships with multinational, retail distribution partners that could be highly beneficial for future international expansion plans.Stronger counterparty relationships – 35% of Pharmhouse's production facility is supported by offtakes, backstopped by an agreement with Canopy Growth, the largest Cannabis company in the World ($19B mkt cap). This compares to 40% for VFF, backstopped by their partner Emerald Health ($600M mkt cap).See below for a side by side comparison of Pharmhouse and VFF: Sum of Parts ValuationBelow is an illustrative SOTP valuation for RIV assuming VFF multiples for RIV's production assets. Represents material upside at a potential 227% return. It should also not be overlooked that this does not provide any upside optionality (which I believe is meaningful) to the private assets, proprietary deal flow, Canopy Growth halo effect, and management savvy/expertise. All of these factors can be had for free at this point. 📷 Looking at it from a different lens, if we were to deduct various assets from current EV, the current multiple implied for the production assets is 3x EV/EBITDA…arguably below ANYTHING in the cannabis sector in the public markets. 📷 ConclusionCanopy Rivers is one of the most compelling risk/reward opportunities in the Cannabis space currently. As their Pharmhouse asset gets licensed and ramps up production, I'd look for a significant re-rate in the stock. submitted by /u/SPACgod [link] [comments]

How to short Uber? Posted: 12 Apr 2019 10:30 PM PDT Guys I'm like 9th grade level understanding things. I drive Uber and Lyft. Have a feeling this upcoming IPO will not look good initially. How do I short Uber? I don't have any brokerage accounts. submitted by /u/samep04 [link] [comments]

Former Fed Chairman Alan Greenspan says 10% rise in stock market contributes to 1% rise in GDP Posted: 12 Apr 2019 08:55 AM PDT Honestly, I didn't know GDP is tied to stock market in that way and was really surprised by his comment. How would the price of company stocks affect the GDP rather than the price of the actual products that they produce? https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html submitted by /u/spicydude [link] [comments]

China's March trade surplus soars past expectations, Beijing data show Posted: 12 Apr 2019 07:49 AM PDT Dollar-denominated exports rose 14.2 percent for March from a year ago, topping expectations of a 7.3 percent rise from a year ago, according to a Reuters poll. But dollar-denominated imports were down 7.6 percent in March from a year ago, falling short of expectations of a 1.3 percent decline from a year ago. China's March trade surplus with the U.S. — a politically sensitive measure given the ongoing trade war between Washington and Beijing -- came in at $20.5 billion. All told, that gave China a March trade surplus of $32.64 billion, according to Reuters and Dow Jones calculations. Dow Jones said the surplus was only expected to have come in at $6 billion and Reuters had expectations at $7.05 billion. https://www.cnbc.com/2019/04/12/china-reports-march-trade-data-on-exports-and-imports.html submitted by /u/lulu_0012 [link] [comments]

Bob Iger wants to retire in 2021 Posted: 12 Apr 2019 08:07 PM PDT He has been wanting to retire for several years and I doubt that he will stay beyond 2021. Who can take over and what will happen once Bob leaves. He oversaw four huge acquisitions and the launch of the streaming service. submitted by /u/kenmlin [link] [comments]

Jamie Dimon says the US economic expansion 'could go on for years' Posted: 12 Apr 2019 08:39 AM PDT According to J.P. Morgan Chase CEO Jamie Dimon, the economic expansion that began after the 2008 financial crisis has no expiration date. "There may be a confluence of events that somehow causes a recession, but it may not be in 2019, 2020, 2021," Dimon said. https://www.cnbc.com/2019/04/12/jamie-dimon-says-the-us-economic-expansion-could-go-on-for-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard submitted by /u/NineteenEighty9 [link] [comments]

If I buy a call, do I actually need enough money to cover the 100 shares in order to profit? Posted: 12 Apr 2019 01:41 PM PDT submitted by /u/LostTimeTravelers [link] [comments]

Lyft v Uber in Numbers Posted: 12 Apr 2019 05:07 AM PDT Here are the figures for Lyft including the forecasts from analysts (who weren't on the deal). 2016A 2017A 2018A 2019E 2020E 2021E 2022E 2023E Bookings $1.9bn $4.6bn $8.1bn n/a n/a n/a n/a n/a Sales $0.3bn $1.1bn $2.2bn $3.4bn $4.6bn $5.4bn $6.0bn $7.4bn EBITDA -$0.7bn -$0.7bn -$0.9bn -$1.1bn -$1.0bn -$0.8bn -$0.2bn +$0.4bn EPS n/a n/a -$3.83 -$3.30 -$2.92 -$2.36 -$0.89 +$0.59 Note: I'd be surprised if we don't see upgraded when the analysts who worked on the deal are allowed publish. ​ Next to Uber: 2016A 2017A 2018A Bookings $19.2bn $34.4bn $49.8bn Sales $3.8bn $7.9bn $11.3bn EBITDA -$2.5bn -$2.6bn -$1.8bn ​ The sheer scale of Uber versus Lyft is astounding. ​ 2018 Uber Lyft Comparison Users 91m 16m 6x Trips 5.2bn 0.6bn 9x Bookings $49.8bn $8.1bn 6x Sales $11.3bn $2.2bn 5x ​ With Lyft worth $17bn, even after the chute below IPO price a straight revenue multiple puts Uber at a $81bn to $91bn depending on which revenue figure you use (reported or core-platform revenues). submitted by /u/shane_stockflare [link] [comments]

Thoughts on Shopify $SHOP Posted: 12 Apr 2019 07:22 PM PDT It seems to have broken out of trend and heading upwards. Shopify is growing at fast pace as well and most analysts are upgrading it. Any advice if i wanna buy it right here? submitted by /u/harrysown [link] [comments]

Reminder Section 232 uranium ruling likely next week Posted: 12 Apr 2019 07:45 AM PDT submitted by /u/throwawa8uuuubdbdb [link] [comments]

Wells Fargo earnings: $1.20 per share, vs $1.09 EPS estimate Posted: 12 Apr 2019 05:02 AM PDT https://www.cnbc.com/2019/04/12/wells-fargo-earnings-q1-2019.html submitted by /u/pipsdontsqueak [link] [comments]

"Don’t lose money" How? Posted: 12 Apr 2019 10:16 PM PDT I keep reading this all over the net - a reference to warren's shareholder letter (https://www.akrecapital.com/writings-of-warren-buffet/). I keep thinking of how stupid it sounds. Prove me wrong! The moment you enter a trade, you are automatically down. You've lost money to your broker (entry commission fee, contract fee, spread etc. + the same things when you exit). So this leads me to say that you must be right with your investment's outlook at all times, in which it is impossible. I'm gonna give a dramatic example: Titanic. The company was great, they invested in there blah blah blah then the ship hit the fan which led the stock to plunge. According to the above logical things, warren's suggestion of don't lose money is impossible and it's stupid UNLESS he 'meant to say' or should've this: when you are wrong with longs, don't exit your trade and let it go so you can keep getting its dividends until - hopefully - it will recover its price sometime in future. Bring it on boys, what do you think? submitted by /u/neoregression [link] [comments]

So how does DIS jumping 10%+ make sense? Posted: 12 Apr 2019 06:55 AM PDT Disney+ been know for months. DIS been flat for years. And today news came out Dis+ is $7 per month, and stock goes berserk mode?! WTF? Everyone knew the streaming was coming out and it was gonna under-cut Netflix, and it'd be a money loser for a while before it turns profit. It's supposed to be priced in already. Aftermarket yesterday didn't even react. And yet todays premarket and market open it pumps so hard? What exactly changed? submitted by /u/nocehr [link] [comments]

Can't buy Jumia stock Posted: 12 Apr 2019 03:04 PM PDT Jumia an African e-commerce company got listed today on nyse. But why cant i buy it on Robinhood or Webull? submitted by /u/gambler_no_1 [link] [comments]

proxy voting recommendations Posted: 12 Apr 2019 08:06 AM PDT It's that time of year. I have a shitload of these and no time to read them all. Anyone have a free service with capsules/summaries/voting suggestions? submitted by /u/spozeicandothis [link] [comments]

You are subscribed to email updates from Lose money with friends!. To stop receiving these emails, you may unsubscribe now.	Email delivery powered by Google
Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States