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    Sunday, December 1, 2019

    Stocks - Rate My Portfolio - r/Stocks Quarterly Thread December 2019

    Stocks - Rate My Portfolio - r/Stocks Quarterly Thread December 2019


    Rate My Portfolio - r/Stocks Quarterly Thread December 2019

    Posted: 01 Dec 2019 04:08 AM PST

    Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.

    Why quarterly? Public companies report earnings quarterly; many investors take this as an opportunity to rebalance their portfolios. We highly recommend you do some reading: A list of relevant posts & book recommendations.

    You can find stocks on your own by using a scanner like your broker's or Finviz. To help further, here's a list of relevant websites.

    If you don't have a broker yet, see our list of brokers or search old posts. If you haven't started investing or trading yet, then setup your paper trading.

    Be aware of Business Cycle Investing which Fidelity issues updates to the state of global business cycles every 1 to 3 months (note: Fidelity changes their links often, so search for it since their take on it is enlightening). Investopedia's take on the Business Cycle and their video.

    If you need help with a falling stock price, check out Investopedia's The Art of Selling A Losing Position and their list of biases.

    Here's a list of all the previous portfolio stickies.

    submitted by /u/AutoModerator
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    Why is debt/debt to equity ratio important when calculating FCFE? What is the significance of it?

    Posted: 01 Dec 2019 07:52 AM PST

    FCFE will be used to do DCF valuation.

    Free cash flow to equity = Net income − (Capital expenditures − Depreciation) − (Change in noncash working capital) + (New debt issued − Debt repayments)

    If δ is the proportion of the net capital expenditures and working capital changes that is raised from debt financing, the effect on cash flows to equity of these items can be represented as follows:

    Free cash flow to equity = Net income − (Capital expenditures − Depreciation) × (1 − δ) − (Δ Working capital)(1 − δ)

    submitted by /u/_ipatricklah
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    Dividened investing & Tax Questions (Canada)

    Posted: 30 Nov 2019 11:45 PM PST

    Hello everyone,

    Just want to start off that i'm 21, and they don't teach us shit about taxes growing up.

    I started investing recently and have about $4300 invested in my portfolio so far in trustworthy dividend stocks in a HITFSA with Questrade (I want to eventually pay portions or if not all my monthly bills eventually with dividend payouts).

    Too my understanding if I am doing this out of a HITFSA I don't need to pay taxes on my dividends or stocks, correct me if i'm wrong? I'm basically wondering if I should visit my bank and speak to maybe a financial adviser or something to get a lowdown on taxes, I'm pretty comfortable with investing for the long term by myself but I am always afraid I am going to get fucked for tax fraud or something because I never knew about it.

    Am I also safe from taxes using my TFSA when purchasing U.S stocks?

    Also any tips, or information would be greatly appreciated, thanks.

    submitted by /u/JTW318
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    Prepared for a recession? Premium goods stocks

    Posted: 01 Dec 2019 11:03 AM PST

    Personally I'm pretty wary about companies selling premium consumer products. When there's a recession, won't these companies' shares drop in value as future outlook worsens?

    • TSLA: if a recession occurs, it will need to find a way to decrease manufacturing costs quickly
    • Fashion / clothing / accessory product brands: may need to drop prices, but already have high profit margins
    submitted by /u/Etha_n
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    Thoughts on Virgin Galactic

    Posted: 01 Dec 2019 07:52 AM PST

    Once they made their announcement their stock has been dropping since. But the idea behind they seem great, with a great possibility of rising.

    (I am new to this, please bare with me)

    submitted by /u/Bvlts
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    ETF Investing, wait for a discount or not?

    Posted: 01 Dec 2019 05:26 AM PST

    What's up y'all.. Hope our thanksgiving dinners didn't involve political arguments ha!

    Been trading for a few months now, playing it safe and all.. Threw $1k 4 months ago and saw around 10% return across many sectors, but now seeing the value of ETFs (VTI/SPY/VOO...), I'm more interested in them and just 'buy and forget'..

    Q is, would you wait for a discount and a dip in the market, or would you just go for it since it don't matter in the long term?... What are your thoughts on this...?

    submitted by /u/andeffect
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    Book advice needed

    Posted: 01 Dec 2019 07:54 AM PST

    Hey guys!

    I'm looking for a quite specific type of book about investing. I'm a college student, I've already had some finance / investing classes, and I'll have more in the future. I believe I know the basics, but I still have a lot to learn.

    I'd like to read something that's entertaining and anecdotic but also educational at the same time (so basically something between The Wolf of Wall Street and a finance textbook). I would like the book to be centered around the valuable experience / wisdom of the writer, not just the raw explanation of certain theories. So far I've found One Up On Wall Street to be the best choice, but I figured I'd ask your opinion.

    Thanks in advance!

    submitted by /u/bs145
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    Cyber Monday- premium/stock picking service deals

    Posted: 01 Dec 2019 01:10 PM PST

    Wondering if anyone has came across any services that are offering discounts on their premium research or stock picking service for cyber Monday.

    submitted by /u/techno83
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    Did I completely miss the semiconductor rally?

    Posted: 01 Dec 2019 12:55 PM PST

    About 6 months into investing and I probably don't know what I'm doing, but I think I'm learning from every mistake and starting to make better decisions. One thing i've finally learned after losses in $TWLO and some other stocks that were doing well is not to chase

    Now I can see that during summer when semis were down, THAT was the time to buy. I made a few lame trades in and out of several stocks that have just exploded now. I feel like an idiot as I missed the chance to get $AMD at $26 or $NVDA for $150.

    My question, which maybe I already know the answer to, is am I too late on the semi rally? AMD is up to around $40 now, NVDA is past $210. $MRVL has been bouncing around the same range for months, so maybe that could be a buy and they have earnings coming this week. As I understand, the semis are cyclical in nature, so maybe there will be a better buying opportunity in the future. Maybe I need to show restraint. Anyhow, love some advice.

    submitted by /u/na27te
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    Diversify from tech in the mid/long term?

    Posted: 01 Dec 2019 05:28 AM PST

    I have a portfolio leaned to tech stocks, and I'm looking to diversify, thinking of retail and/or overall companies that could perform well in a recession scenario, companies, thoughts between MCD, SBUX, HD, WMT, TGT, COST, WM??, any tip?

    Thanks

    submitted by /u/zevloo
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    Anybody holding this turd?

    Posted: 01 Dec 2019 01:39 PM PST

    Peloton do you see any redeeming factors in this stock

    Posted: 30 Nov 2019 07:22 PM PST

    So against my wishes my wife went ahead and bought peloton stock. Not a lot of shares but it is a stock I told her has a major cash burn issues and terrible fundamentals. She knows people who own and subscribe and they speak highly of it. Of course that's just a handful of people. Anyway can anyone help me, I see all negative when I look at this stock. Does anyone have any positive thoughts or comments on this thing. In my wife's defense she has made several good picks over the years I'm just annoyed as I specifically let her know how bad I thought this stock was.

    submitted by /u/walrus120
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    Thoughts on loading up on AOBC & RGR in the run up to the election

    Posted: 01 Dec 2019 11:59 AM PST

    Democratic presidential candidates, sure to make gun legislation a key talking point in 2020, seemed to drive up share prices in 2016. With the right unable and/or unwilling to be less vitriolic what are your thoughts on loading up on RGR and AOBC.

    AOBC is separating its firearm and outdoor gear divisions next year.

    submitted by /u/a-username-goes-here
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    Share matching

    Posted: 30 Nov 2019 11:55 PM PST

    Forgive me if posting about the wrong stuff.

    I'll try keep it quick.

    Let's say the company I work for offer a share matching program. I have the option to spend a maximum USD$5,000 per year purchasing the company shares. This 5k is split for the monthly pay cycle and shares are bought each quarter.

    Let's say your first quarter earns you 50 shares. After 3 years of being in the program and you continue to be involved the company match the shares bough in first quarter, in quarter 1 of year 3. So you purchase your 3 year Q1 shares and the company give you 50 more shares. And this continues on and on. Effectively doubling your purchases.

    Words used in the report are vested and unvested shares I believe. Forgive my poor lingo.

    Any ideas, tips, information? This sounds like a good idea just wondering others thoughts.

    Thanks

    submitted by /u/DizzyDuelist
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    Pattern Day Trader

    Posted: 01 Dec 2019 08:03 AM PST

    Last Friday I made two day trades which left me with 0 day trades according to my broker. The next day (Saturday) when I checked my account my broker said I had 3 day trades available. I thought I had to wait 5 days to make another day trade?

    submitted by /u/frostbiite1790
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    $MELI thoughts?

    Posted: 30 Nov 2019 05:39 PM PST

    $MELI or Mercado Libre is like Amazon for the Latin America Market and has had incredible growth over the last two years. I have not heard much about and am interested if anyone has any thought about investing in this Stock?

    submitted by /u/PeoplesRevolution
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    Difference between VOO and VFV?

    Posted: 01 Dec 2019 05:50 AM PST

    VFV holdings are 100 percent VOO

    I'm Canadian so I prefer VFV because i don't have to lose money to converting to US.

    Also cheaper price so I can buy more

    submitted by /u/fartingfan
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    Understanding puts and calls

    Posted: 30 Nov 2019 02:48 PM PST

    What's the difference between buying a stock now and holding onto it for 3 months then selling it when the price is up 50% vs buying a call option for the current price of the stock and speculating it will go up in price. Isn't it basically the same thing? You're speculating what the price will do?

    submitted by /u/donny1231992
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    What free online programs/websites would you recommend for stock analysis?

    Posted: 30 Nov 2019 04:49 PM PST

    Title pretty much sums it up, I like to be well informed on the stocks I trade daily/weekly and if I want to compare stocks or look at candlestick patterns in past trends I just open a new tab and try to sift through it myself. There has GOT to be a better way, right?

    submitted by /u/eorg99
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    Thoughts on Sprint

    Posted: 30 Nov 2019 07:08 PM PST

    Wanting to hear your thoughts on Sprint. I did some research but would love to hear your thought Incase I missed some stuff.

    submitted by /u/Bvlts
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    R/stocks Total income after gains and loses (no taxes)

    Posted: 30 Nov 2019 02:09 PM PST

    Collecting data from several financial subreddits, will post compiled results

    http://www.strawpoll.me/19017550

    submitted by /u/nicepotatosalad
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    Trading options

    Posted: 30 Nov 2019 07:41 PM PST

    I have around 800$ to spend on the market and I was looking into getting into options trading, I have a good amount of experience with trading stocks but now I think options would be good given the known risk factor and the potential return on investment. I have been studying options for the last few days but I still have some questions I'm hoping I could get some help with,

    1. They say calls lose value over time, does this mean that if I get a call of ABC that is currently $10 a share for let's say 18$, and in 2 weeks the share price rises to 15 dollars, I can still buy the shares for $10 a pop right for a net profit of $482 ( excluding taxes and stuff ) ? When they value decreases does that mean if I want to sell the call itself that is what is losing value? What if I buy OTM and 2 weeks later it's ITM?

    2. Is options a better way to make money than just regular stock trading? I've heard jokes about losing your house over options trading but as far as I know you can only loose as much as the premium you paid for the call.

    That's all I can think of right now and any help would be greatly appreciated.

    submitted by /u/Westmoth
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