Daily Advice Thread - All basic help or advice questions must be posted here. Investing |
- Daily Advice Thread - All basic help or advice questions must be posted here.
- Retirees Might Run Out of Money 10 Years Before They Die
- What’s the opinion on cannabis stocks?
- The Case for Merck ($MRK) Ahead of their First Investor Day in 5 Years
- Reuters: Fed likely to resist pressure to cut U.S. rates this week
- Does square have a moat?
- Where should I put my three fund portfolio of VTSAX, VTIAX, and VBTLX? Brokerage or Roth IRA account?
- real estate newbie via on-line auction thought he'd snagged a villa...now owns 1 ft. strip of land...wants a do over. Caveat emptor.
- The trend in target retirement funds is to become more conservative (do they know a crash is coming?)
- Why isn't Buffett buying the S&P instead of the short term treasuries?
- Did any of you buy stocks during the 2008 financial crisis? How did it work out for you?
- Real Estate vs Stocks. Which do you prefer and why?
- Finance question about (hurdle rate).
- On average how much time do you guys put into due diligence before buying a stock?
- INVESTMENT CALL by Sharekhan
- Investing in stocks: do you invest with any environmental/social criteria in mind?
- Private Company asking to repurchase shares prior to selling the company
- Is this company going bankrupt??
- Stock Thoughts
- Sell & Buy ETF at the same Price
- How high of a net worth is usually considered the threshold for a person or family to have a family office?
- Warren Buffet Blunders?
Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 16 Jun 2019 05:18 AM PDT If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions. If you are going to ask how to invest you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments] |
Retirees Might Run Out of Money 10 Years Before They Die Posted: 16 Jun 2019 05:24 AM PDT I thought this was interesting: the average retirement savings gap is roughly 10 years, but Japan is an outlier -- they have the largest retirement savings gap because Japanese workers' investments are too safe.
[link] [comments] |
What’s the opinion on cannabis stocks? Posted: 16 Jun 2019 08:35 PM PDT |
The Case for Merck ($MRK) Ahead of their First Investor Day in 5 Years Posted: 16 Jun 2019 04:06 PM PDT The Case for Merck ($MRK) Ahead of First Investor Day in 5 Years on Thursday (6/20)On Thursday (6/20), pharma giant Merck ($MRK) will be having its first Investor Day in 5 years. In the time since, Merck has made 11 major acquisitions, 3 of which were in the past 6 months including Tilos Therapeutics last week. Experts have called their R&D and M&A activity a "full court press on oncology" as they bolster their cancer drug pipeline. In those 5 years, "Merck's oncology drugs' sales have grown from a little under $1 billion in 2014 to $8.24 billion in 2018." This is a completely different company than when they last spoke to investors and I think the investor day will reflect that. As for forward growth, the oncology drug sales will likely grow at "an average annual rate of 10.3% from $8.24 billion in 2018 to $10.95 billion in 2021." Merck has had a great 52 weeks so far, up 32% due in part to the success of their miracle cancer drug Keytruda which brought in $7B in 2018 and continues to get priority FDA approvals (PDUFA) for various cancers including one for small-cell lung cancer review on Monday. Facts on Keytruda:
Here is their busy June since 6/10:
Other Merck products and/or in development:
Stock is near its 52-week high and there is some resistance. Fundamentals are not the strongest but I think the company can make a splash Thursday despite analysts expecting otherwise. Maybe the current price is fair but I think it is being underestimated. [link] [comments] |
Reuters: Fed likely to resist pressure to cut U.S. rates this week Posted: 17 Jun 2019 02:33 AM PDT
[link] [comments] |
Posted: 16 Jun 2019 10:06 PM PDT Square is changing the payment processing space, will it be successful in creating an ecosystem like what Apple did? [link] [comments] |
Posted: 16 Jun 2019 08:14 PM PDT Hey all. I am recently new to investing and wanted to know where I should split my three fund portfolio of VTSAX, VTIAX, and VBTLX. Should I have VTSAX and VTIAX in a brokerage and VBTLX in a Roth? Which would be more tax efficient and tax advantaged? [link] [comments] |
Posted: 16 Jun 2019 07:11 AM PDT |
Posted: 16 Jun 2019 04:17 AM PDT I plan to completely retire from full-time work in the year 2020. I was curious about what the various investment companies use as their stock/bond ratio for their 2020 target funds. I looked up the 20 most popular 2020 target funds and researched their ratios. Some were as low as 24% of assets in the stock market. The highest was the Fidelity 2020 fund at 55% in stocks. Averaging all ten funds I got 42% in stock (58% bond funds and cash.) In the past when I researched target funds with a date 1-2 years from retirement, the ratio averaged 55-60% in stocks. Do you think the investment experts running these funds have made them more conservative because they know a stock market crash is coming? [link] [comments] |
Why isn't Buffett buying the S&P instead of the short term treasuries? Posted: 16 Jun 2019 10:11 PM PDT Is Buffett affraid to not get out of time with the S&P compared to the 3-months TBills? or it is an ego problem? [link] [comments] |
Did any of you buy stocks during the 2008 financial crisis? How did it work out for you? Posted: 17 Jun 2019 01:42 AM PDT |
Real Estate vs Stocks. Which do you prefer and why? Posted: 16 Jun 2019 04:29 PM PDT |
Finance question about (hurdle rate). Posted: 16 Jun 2019 03:24 PM PDT Should a company assign different hurdle rates to different capital investment proposals? if yes, what are different circumstances were it would be more appropriate to do that? [link] [comments] |
On average how much time do you guys put into due diligence before buying a stock? Posted: 16 Jun 2019 06:27 AM PDT For me it depends on the sector/company but it ussualy takes me 20+ hours to properly understand a company. That's why it seems so crazy to me that new investors have such big stock portfolios of more than 10 stocks. [link] [comments] |
Posted: 17 Jun 2019 02:23 AM PDT INVESTMENT CALL Viewpoint - Indraprastha Gas Ltd: Well positioned for growth · Strong volume growth tailwinds: Indraprastha Gas Ltd (IGL) is likely to see volumes continuing to grow in double-digits led by multiple tailwinds. These include favourable economics of CNG/domestic PNG, given their prices are at a steep discount to petrol/domestic LPG prices; the government's focus on curbing air pollution in the National Capital Region (NCR) and expansion in new geographical areas (GAs) of Rewari, Karnal and Gurugram. A ban on use of fuel oil and petcoke in the NCR on concerns of rising pollution could add 0.8-1 mmscmd to IGL's volumes over next 2-3 years, which is not included in our assumption. Overall, we expect the company's CNG/PNG volumes to clock a CAGR of 11%/15% during FY19-FY21E, driving up total volume to 7.4 mmscmd by FY21E. IGL has pricing power in CNG/domestic PNG, as it is given priority in allocation of cheap domestic gas. Thus, we expect the company to sustain EBITDA margins at Rs. 5.9-6/scm over FY20E-FY21E. IGL's joint ventures are also performing well, clocking a combined PAT growth of 21% y-o-y in FY2019. · Valuation - Maintain Positive view with 10-12% upside: We have increased our FY2020 and FY2021 standalone earnings estimates for IGL to reflect our assumption of higher volumes (CAGR of 12% versus earlier assumption of 10% CAGR for FY2019-FY21E). We stay positive with regards to strong volume growth prospects that will be supported by robust gas demand led by regulatory push in the NCR to control pollution. Hence, we expect IGL's earnings to clock a CAGR of 14% during FY2019-FY2021E along with a healthy RoE of 20%. We maintain our Positive view on IGL and expect a 10-12% upside for the stock from current levels. At CMP, the stock is trading at 26.5x its FY2020E EPS and 23.1x FY2021E EPS. · Key Risks: Change in domestic gas allocation policy and depreciation of Indian rupee could affect volumes and margins. Persistent Systems: Analyst meet update: Ongoing new initiatives to drive growth · Change of guard, new initiatives to drive growth: The recently-appointed CEO Chris O'Connor has impressed with the company's progress with addition of new logos, broad technology partnerships and leadership positions in certain industry segments. The CEO also sees an opportunity to improve revenue by higher account management, acquisitions and leveraging the domain expertise for improving revenue from independent software vendors (ISVs) and intellectual property (IP) portfolio. To accelerate revenues growth, the new CEO has laid out some initiatives — cross-selling and up-selling to existing clients, geographical expansion especially in Europe, re-branding, balancing large client accounts and people augmentation to increase re-seller revenues — that seem to have a good chance being successfully executed execution. The management also indicated that it is building certain capabilities within three industries (BFSI, healthcare and lifesciences and industrials). · Valuation – Maintain Hold: The new leadership team requires some time to execute its strategies and the success is yet to reflect in numbers. However, high cash & cash equivalents (25% of market capitalisation) and a reasonable valuation (11.9x of its FY2021E earnings) would shield any downside in stock prices. Given a lack of growth triggers in the medium term, we maintain our Hold rating on the stock with an unchanged price target (PT) of Rs. 720. · Key Risks: Any slowdown in non-IoT revenues/delay in product launches/rupee appreciation or/and adverse cross-currency movements would have negative impact on its revenues. [link] [comments] |
Investing in stocks: do you invest with any environmental/social criteria in mind? Posted: 16 Jun 2019 09:58 PM PDT I want to invest some money in the stock market, and I'm personally leaning towards putting it in a passive index fund that tracks the market. At the same time, I would rather not financially support companies that completely disrespect the environment like some oil and gas companies, or companies that profit off of making people unhealthy like companies that make shitty sugary beverages. I stumbled on Vanguard's ESGV ETF. From my understanding it's essentially the S&P 500 without the companies that don't meet certain environmental, social, and governance criteria. It has a relative high expense ratio (0.12%) compared to plain S&P500 indexes (0.02-0.03%). Has anyone researched this in depth? [link] [comments] |
Private Company asking to repurchase shares prior to selling the company Posted: 16 Jun 2019 11:37 AM PDT I'm not really familiar with this stuff, so it might be totally normal, but I have some stock in a private company i worked for a few years ago and they contacted me saying they were looking to arrange a sale of the company and would be sending me some documents for me to sign if i was ok with it. Said documents were basically a repurchase option agreement to the original company (the seller) at a fixed price (the valuation price i think). They said they need to get all the share back to the company first before they can sell to the "other" company. I guess i thought this a little odd because I always assumed that shares would be sold directly to the buying company. To me it sounds like they are trying to get their shares back at the market rate possibly knowing they are able to sell at a premium. But again, I'm not really an expert, so I'm asking. thanks! [link] [comments] |
Is this company going bankrupt?? Posted: 16 Jun 2019 07:29 PM PDT Hi, hope this is right place to post this question. So I'm just starting to get into stock analysis, and have been looking at ELTP. So just looking at the negative cash flow and the cash they have left, it looks like the only have about a year left? Or is that to simplified? [link] [comments] |
Posted: 16 Jun 2019 05:14 PM PDT Hello all, I have been eyeing a few stocks recently that seem to be on sale. I was wondering if I could get some feedback on these stocks from you guys, and whether you would buy them yourself. -MMM -CAT -MU -T Thank you! [link] [comments] |
Sell & Buy ETF at the same Price Posted: 16 Jun 2019 05:29 AM PDT For tax gain harvesting reasons, I would like to realize capital gains and immediately buy back the same securities. I've done this before manually and gotten pretty close to an even swap, except for minor NAV change overall in either direction. It occurred to me there may be a way to set this up to execute both transactions at the same price without worrying about any NAV fluctuations. I think I can accomplish this with a Buy Stop and a Sell Limit for the same number of shares at a price set above the current market. I'm not concerned about the buy executing first with insufficient funds as vanguard allows 1 day to provide funds, which should be balance seconds later if buy executed before sell. Is there any reason this approach would not work the way I intend? Edit: Just to be clear, I am not describing a wash sale - as the above scenario is to be utilized only for long term gains harvesting. [link] [comments] |
Posted: 16 Jun 2019 01:10 PM PDT |
Posted: 16 Jun 2019 04:11 PM PDT It seems that recently, Warren Buffet has had some blunders with Kraft and DC Solar, the former caught up in manipulative accounting and the latter suspected of a Ponzi scheme. How could Berkshire not have seen this in its research prior, and does this taint Buffet's investment reputation? One could argue that he was so successful due to the time he was born where most stocks were undervalued. He is still a legendary investor, but it seems as though current markets have befuddled even the Oracle. Thoughts? [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 |
No comments:
Post a Comment