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    Thursday, May 30, 2019

    Topics being removed - "Corporate News" vs. Investor News Investing

    Topics being removed - "Corporate News" vs. Investor News Investing


    Topics being removed - "Corporate News" vs. Investor News

    Posted: 21 Mar 2019 09:42 AM PDT

    tl;dr Not all corporate news is investment news. If you post a topic the onus is on you to guide the discussion towards investing. If the moderators feel that a topic lacks relevance (which is more clearly defined below) then it might be removed. Off-topic top-level comments have similar standards applied to them.


    It is easier for us to act on a policy when we communicate it clearly. So, I want to clarify one of our rules, and then bring forward how we decide to remove topics under this rule.

    Posts must be news items relevant to investors. Do not post news items not relevant to investors. We are not a politics or general "corporate" news forum. We generally expect that your topic incites responses relating to investing.

    The issue is that we attract any sort of news article, regardless of relevance. A lot of these topics get removed, and sometimes they are even upvoted topics, but the comments are littered with off-topic discussion.

    This is frustrating because in many cases the article COULD have been relevant information to investors, but unfortunately none of the relevant information is being commented on or brought up in the body of the post.

    We generally expect that your topic incites responses relating to investing.

    This means that the onus is on you as the person posting the topic to guide the discussion. As moderators all we can do is remove offending comments, but we can't incite relevant discussion in every topic.

    Tell us, why is this political news impactful? Seek out an article that discusses market impacts rather than a generic article. If you want to post corporate news then find an article that includes the impact on the investment. Copy that information into the body of your post. Include price history. Add other pertinent links or details for the corporate.

    If you include no relevant investing information then don't be surprised if the topic is completely derailed from discussing investing. If you are posting a topic you need to invite people to talk about investing by using an article, or including information, that is pertinent to investors.


    As moderators, we have a few policies that we use to guide ourselves. This is a broad rule that requires some interpretation, but here we go:

    • If we can't figure out how your topic relates to investing, and the article doesn't include any (or extremely little) market news, and the body of your post doesn't link the topic to investing we will probably remove it as off-topic.

    • If your topic has an indirect relation to investing (such as being about a public company, or is major market shifting news) but you included no market information and the article(s) you linked have no investing information we may remove it if we feel that there is no clear reason to expect on-topic comments.

    • If someone posts a top-level comment on a thread that completely derails away from investing we will probably remove it.

    • If the policy above would result in the modteam seemingly needing to remove nearly every top level comment in a thread, and we felt like your thread is "borderline" not investing news, then we will take this as confirmation that the topic wasn't investing news.

    submitted by /u/CrasyMike
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    Oklahoma prosecutors blast J&J in first day of landmark opioid trial. State says drugmaker ran 'deceitful, multibillion-dollar brainwashing campaign'

    Posted: 29 May 2019 12:56 PM PDT

    https://www.cnbc.com/2019/05/28/prosecutors-say-jj-ran-deceitful-brainwashing-campaign-in-opioid-trial.html

    So this will probably stir up political commenters from r/politics and lead to a locked thread, but I'm interested in long term J&J holders thoughts.

    It seems like J&J rolled the dice by playing hardball and not settling like the other two drug makers named in the suit did. Increasingly, it seems like J&J has taken a more agressive stance on defending class action suit, but in doing so, exposes itself to potentially big awards to plantiffs. From what I've gathered, J&J has been pretty successful in reducing or outright eliminating judgements related to cancer related to talc powder.

    submitted by /u/OutdoorJimmyRustler
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    CNRL buying Devon Energy's Canadian assets for $3.8 Billion

    Posted: 29 May 2019 06:36 AM PDT

    https://globalnews.ca/news/5328739/cnrl-devon-energy-canadian-assets/

    Just wondering what some of the folks in this sub with their ear to the ground think about this purchase.

    submitted by /u/MightyGreen
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    Is technical analysis of stocks pseudo science?

    Posted: 30 May 2019 01:36 AM PDT

    Or bro science?

    Those stock charts seem ridiculous, it works at times coz there are millions of doods doing the same shit and they know they are not alone in this game?

    submitted by /u/LALAOOP
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    Canada Goose

    Posted: 29 May 2019 05:43 PM PDT

    Canada Goose got slammed today, down 31%. Management lowered guidance and anticipates "materially larger losses". Seems like this is just due to their continued expansion plans during a typically seasonally slow sales quarter. Unlikely this reaction was completely reasonable to the extent it was, 20-25% seems like a reasonable response. Great time to buy stock in Goose. Found this article that talks about some of these points.

    http://225research.com/why-now-is-the-time-to-buy-canada-goose-stock/

    What do you think? Buying opportunity for Goose or get out while you can?

    submitted by /u/st90210
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    When would you start buying $TEVA?

    Posted: 29 May 2019 12:22 PM PDT

    They've been hit by a number of scandals and are down 40% for the month. I'm just wondering when the community thinks they will enter oversold territory?

    submitted by /u/wild_horses23
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    Nike & Trade War $NKE

    Posted: 29 May 2019 08:56 AM PDT

    Why is Nike is currently down 4.20% for the day? Is it due to general systematic risk in the market & the trade war? Whats your long term view of the company? Its currently at roughly $77.8

    submitted by /u/LimaTheSnake
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    Investors finally embrace big single-family rental companies a decade after the financial crisis

    Posted: 29 May 2019 01:18 PM PDT

    https://www.cnbc.com/2018/09/11/single-family-rental-companies-finally-click-with-investors-a-decade-after-financial-crisis.html

    "The single-family rental market is very healthy right now. The demand versus supply balance and the operating outlook for revenue growth over these coming years is more favorable versus most property types," said John Pawlowski, an analyst at Green Street Advisors. "The operating backdrop for them is quite sound, and they're better at what they do today versus the early days of this sector, they're better operators, they have more refined systems."

    submitted by /u/Anal_Forklift
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    Stock pick $CPLG

    Posted: 29 May 2019 10:24 AM PDT

    La Quinta hotels have been renovated recently and with land prices and cost of building so high I think this reit could be dirt cheap. They have a huge location right across from the new Disneyland park and I think the Star Wars galaxy opening could help

    submitted by /u/jerrysmiles
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    Interest on Life Insurance Policy

    Posted: 30 May 2019 12:59 AM PDT

    As a result of my mother passing 11 years ago I was left a lump sum of money between 3 policies worth a little more than $100,000. My family did not want to tell me I was the beneficiary until I was of age and in college to allow me to mature and allow the money to bare some interest. I am currently in the process of collecting it after confirming and changing a lot of old information. I'm curious how much interest is usually earned on the amount for a life insurance policy if it isn't claimed.

    If the company name helps at all, it is MetLife.

    submitted by /u/Cybvrg
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    Swedroe: Dividend Growth Demystified

    Posted: 29 May 2019 05:47 AM PDT

    Link: https://www.etf.com/sections/index-investor-corner/swedroe-dividend-growth-demystified?nopaging=1

    Swedroe says: "at least before frictions like trading costs and taxes, investors should be indifferent to $1 in the form of a dividend (causing the stock price to drop by $1) and $1 received by selling shares. This must be true, unless you believe that $1 isn't worth $1. This theorem has not been challenged since."

    I think not enough people realize this on this sub. He later adds: "The evidence is consistent with economic theory—there is nothing special about dividends, with the returns of dividend-paying stocks well explained by exposure to common factors. Dividends are neither positive nor negative, at least from a pretax perspective. For taxable investors, dividends have negative implications relative to share repurchases.

    In addition, a focus on dividends reduces diversification because about 60% of U.S. stocks and about 40% of international stocks don't pay dividends. Thus, any screen that includes dividends results in portfolios that are far less diversified than they could be if dividends were not included in the portfolio design."

    I tend to agree with him, but since higher yield usually means lower share price, it is a sensible idea to own dividend stocks. However, I don't believe the expected return will be higher than value stocks not distributing dividends.

    When it comes to dividend appreciation, is it possible that stocks with high FCF growth would have a similar return?

    submitted by /u/etienner
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    Thoughts on IGM - Expanded Tech Sector EFTs

    Posted: 30 May 2019 12:13 AM PDT

    Folks,

    I have been researching into tech ETFs with exposure to MSFT, AMZN and GOOG. IGM EFT seems to be a good choice. What do the investing community think about this ETF ? Is it a good long term hold? IGM ETF Factsheet

    submitted by /u/jerry_maguire1
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    How does Vanguard make money?

    Posted: 29 May 2019 07:51 AM PDT

    I'm doing a bit of research on Vanguard and I see that at least for US mutual funds they operate at cost. The mutual fund shareholders are technically also owners of Vanguard as a company (except without any voting powers, etc). Any revenue in excess of the operating expenses are reinvested back into the funds.

    I've found dozens of articles that explain this process, but none seem to outline how Vanguard actually turns a profit. Does anyone here have any insights? They're private so we don't get the benefit of a 10-K to read through...

    submitted by /u/Machiavelli127
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    $AVLR

    Posted: 29 May 2019 09:59 AM PDT

    Heard about $AVLR a week or so ago on reddit. It's a fairly new stock but seems to be a real industry disrupter and has some solid growth in the past few months. I'm fairly new to investing and don't know how to do proper research on stock but was wondering what this subs thoughts on this are?

    submitted by /u/kcahmadi
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    Calculating Inflation: CPI vs Adjusted Personal Inflation

    Posted: 29 May 2019 09:30 PM PDT

    Hello. I am confused about how to account for inflation properly

    It is commonly stated in various finance subreddits that the Consumer Price Index should be subtracted from your portfolio yield to properly account for inflation.

    However, be it that inflation is an increase in the cost of products and services due to a loss of purchasing power, wouldn't it be more accurate to calculate the total cost of inflation of the bases of an individual's personal expenses?

    Here's an example:

    My total yearly fixed expenses for the various products and services I use are $2400 a year (yes, it is possible, before someone asks/condemns). If the CPI is 2.00% for a given year (for arguments sake), that would mean that the overall price of my products and services would increase 2% on said year, increasing my yearly expenses to $2448, for a total $48 loss of purchasing power.

    Now, if I theoretically had a portfolio worth $100,000 with a 10% return (for arguments sake), referencing the CPI to subtract 2% from the yield to get 8% would be a $2000 loss of purchasing power from my yield.

    However, as we can see in this scenario, inflation had affected my personal budget by a loss of $48 worth of purchasing power, not $2000.

    Thus, wouldn't it be more accurate to use your actual spending rate to calculate your losses from inflation than subtracting the current CPI from your portfolio yield?

    Also, would it not be maximally more accurate to calculate your personal inflation rate by multiplying sector specific inflation rates by the yearly amount you spend on that specific sector (exp. inflation for electricity is 5%, I spend $1000 a year on electricity, therefor my total inflation for my electricity is $50, etc for other sectors/personal sector spending)?

    My brain hurts now.

    submitted by /u/TheArtofBenis
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    Gas station investments and Teslas

    Posted: 29 May 2019 09:16 PM PDT

    How long before gas stations are no longer a good investment due to electric cars? As of current its not unheard of to get 10 percent p/a. What do you guys think?

    submitted by /u/acousticchooma
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    BABA

    Posted: 29 May 2019 05:27 PM PDT

    How would the Hong Kong IPO affect the value of its current stock? Would it not lower its value? Also, if worst case scenario BABA leaves and goes just to Hong Kong, what happens to the stock here? Thank you for your thoughts. Just haven't been able to find these answers online.

    submitted by /u/Dbake2483
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    Canada Goose Gets Shot out of the Sky. Flops on Revenue and lowers outlook. Shares got plucked 31%.

    Posted: 29 May 2019 07:40 PM PDT

    $TSLA entry point?

    Posted: 29 May 2019 07:03 AM PDT

    It's down more than 50% YTD and should rebound with any sort of China trade progress. They have fundamental manufacturing issues but still provide an incredible driving machine. Thoughts?

    submitted by /u/PrairieDogger69
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    Is Weibo (WB) a buy?

    Posted: 29 May 2019 07:35 AM PDT

    Pros:

    • profitable (relatively) fast growing tech company with a moat
    • extra defence because of state control
    • cheap

    Cons:

    • China has got massive problems on the horizon
    • Company growth is slowing

    Currently I'm not buying... mainly due to con reason 1... but do think it is well priced given its pros

    submitted by /u/JoshSummers
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    How would calls to break up big tech impact profitability?

    Posted: 29 May 2019 04:14 PM PDT

    Things like: https://www.theverge.com/2019/5/29/18644590/elizabeth-warren-break-up-big-tech-billboard-amazon-facebook-apple-google

    Not interested in the political side here, but how have breakups of companies impacted shareholder value in the past? Short term, long term?

    submitted by /u/ShaidarHaran2
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    When attempting to estimate a stocks value using future cash flows, how do you determine the expected return rate? Example if trying to value ATT would 5% be too high?

    Posted: 29 May 2019 03:56 PM PDT

    Stock Trading/Investing Podcasts??

    Posted: 29 May 2019 03:29 PM PDT

    Just trying to get a decent list of the best possible trading and investing podcasts out in the world, thanks

    submitted by /u/Dauminick
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