Stocks - Financial Due Diligence - Guide [Part 1]

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• Financial Due Diligence - Guide [Part 1]
• Michael Burry, 30% in Gamestop opinions?
• Some interesting news in the stock market this week
• Buy UK and EU stocks
• Looking for mentor!
• Wall Street analysts buy into Netflix optimism amid Disney threat
• Going to put some money into 4 different stocks
• Why do the biggest S&P index funds have such different amounts of capital under management? Are there real differences between say Vanguard's S&P funds versus Schwab's (about 1/10th the capital)
• Trying to track down the history of an OLD stock that merged on 3/6/81
• Does anyone on this sub prefer index funds over index ETFs? Or vice versa? If so why?
• Stocks in 2020
• Is VSLR a buy?
• Getting paid only in stock options
• Diversification tips?
• Why should not buy TDW
• Pros and Cons of SPCE
• Stock Market Week Ahead for the trading week beginning January 27th, 2020
• Apple TV+ Has 34 Million Subscribers: Report
• Been holding $SPCE for two weeks now. Just bought in on today’s dip.
• Stocks on dips or undervalued stocks you would buy right now.
• CSCO after INTC earnings
• How to select the right company to invest in
• is there an ideal number of shares a company should have outstanding?

Financial Due Diligence - Guide [Part 1] Posted: 25 Jan 2020 01:51 AM PST Introduction My background; three years of work experience in the financial services industry for a large global firm in the area of asset management. My role is centred around financial statement analysis and basically, just due diligence into the fundamentals of a company. Anyways, the reason I decided to write up this guide for /r/stocks is that I frequent the subreddit quite often and although there are a few good posters here and there, it seems there is a lot of misinformation that goes around, and thus, I wanted to set out a foundation for a due diligence template that new investors can use so that they can have some sort of basic guideline in terms of what to look out for before buying or selling a stock. Feel free to modify this template to suit your personal preferences. 1) What does the company do? Step number uno; figure out what the company does. This is where google is your friend. Simply type up the company's name or ticker into google and read what it is they do. If you don't understand what it is the company actually does after looking through google, don't invest. If the company deals with complicated business models that require technical knowledge which you don't have, for example; an early-stage biotech undertaking Phase II clinical trials, don't invest. If the company is vague about what it does or you're using google translator to read their business description, don't invest. Generally, the more complicated the business model of the company, the riskier it is to invest. This includes conglomerates that may be involved in many simple business ventures individually, but when bunched up all together, it becomes complicated to analyse and thus, the risk to invest increases (e.g. GE -- to this day, I still think no one knows what they actually do). So you're probably wondering by now, what is all this talk about risk? Don't worry about that for now, we will get to it later I promise. 2) News What is currently happening with the company? There is no point wasting your time on further sections of your due diligence process if the company has publicly stated its intentions to file for bankruptcy. Contrary to step 1, this is where google might not to be your friend. There tends to be a lot of spam articles, advertisements or just plain misinformation on google news. Normally, I just spend a minute on google news before doing some more serious research on better news site such as Reuters (again, simply search the company name). Do not slack off here. The easiest way to lose money is to buy into a stock when litigations or liquidity concerns are going on which you could had easily avoid with a few minutes of reading the news. Another reason why the news is important is that it can tell you things that aren't on the financial statements. What you read on the news can and 99% will impact the subsequent steps of this guide i.e., financial statement analysis. 3) Revenue drivers Revenue is the second most important thing on a company's financial statements, in other words, how does the company make money? If you're going to read only one thing on a company's financials (which I seriously suggest you do not do), then that one thing should be revenue. Now, I'm not going to go into too much detail of why revenue is important. That's not the purpose of this guide, I'm not here to teach undergrad finance. Essentially, just imagine I'm offering you to buy my lemonade stand. Now ask yourself how you should go abouts figuring out how much you should pay for the lemonade stand. If you don't know the answer to this, read up on the time value of money and discounted cash flows. Anyways, let's move on. Revenue can be found on the first line item in a company's income statement. The breakdown of revenue (i.e., the drivers) can be found in the segment reporting section of the financial statements (just ctrl+f and look for 'segment'). A quick sense check I like to do here before doing anything else is revenue growth over market cap growth for the most recent period (use excel). If market cap growth is outpacing revenue growth, that's probably a bad sign. Keep in mind that it's not an absolute indicator you should steer away, but it's just a quick and dirty calculation that gives you a general idea of where the stock is at in the market. Remember, we're trying to look for undervalued companies here, not hit blackjack at the casinos. The two common reasons for why market cap growth is outpacing revenue growth is either that the stock is overvalued or that the market is predicting exponential revenue growth (i.e., revenue growth in the future should outpace this period's market cap growth). Next, let's figure out the revenue drivers. Most companies will have multiples revenue streams relating to different business operations, thus, it is important to figure out which one of those streams are driving revenue and by how much -- revenue stream divided by total revenue. Then, we look at the growth of each revenue stream over the most recent periods. Simply looking at revenue on its own is useless without looking at growth e.g., if revenue growth is declining, you can sure as hell bet that the stock price is declining too. Assuming you have done both of the above and listed them in descending order, you should now be able to determine which ones are the core revenue drivers. Personally, I like to use the BCG Matrix as a guideline when looking at the qualitative nature of the revenue drivers but everyone has their own way of doing things. If the company is generating most of its revenue from Dogs, that's probably a bad sign. Again, I'm not going to go through what each combination of the BCG Matrix means, have a read through the wikipedia as the information is all there. This is usually the time when I can determine whether I should spend additional time analysing the company or move onto the next. If you proceed, here is where things start getting quantitative and time intensive. Note: In case some of you do not know where to get a company's financial statements, go to the SEC site. Simply search for the company's name, then search for filling type '10-K'. To be continued in Part 2 submitted by /u/zsd99 [link] [comments]

Michael Burry, 30% in Gamestop opinions? Posted: 25 Jan 2020 11:53 AM PST Michael Burry has 30% in Gamestop expecting a recovery this year opinions about this? source: https://www.gurufocus.com/guru/michael+burry/current-portfolio/portfolio?gclid=CjwKCAiA66_xBRBhEiwAhrMuLc78hs-InFX8IPIDp9-JfXVgx5qoPIxejtRC5ARhyziMUPFIXDRsPRoC7yAQAvD_BwE submitted by /u/BudFoxx9 [link] [comments]

Some interesting news in the stock market this week Posted: 25 Jan 2020 12:42 AM PST Value Stocks (Bed Bath and Beyond, Subaru and Express) Barron's round table last weekend highlighted a couple of interesting opportunities, namely Bed Bath and Beyond and Subaru. After years of poor performance, that has seen the stock price fall by 80%, Bed Bath and Beyond ($BBBY) appointed a new CEO Mark Tritton in October last year. Mr Tritton has an outstanding track record, having previously helped turn around Target and Nordstrom. His speciality is improving merchandise and reducing the cost of private label. That's particularly relevant for Bed Bath who have seen their margins fall to just 3%. If Mr Tritton does what he's demonstrably good at and implements better sourcing, cost-cutting, and sales growth -- then margins could double, earnings should grow to about $4 to $5 a share and the stock could rise from $16.35 on Friday to $45 or higher. That sounds very achievable on paper. However, what makes it more interesting is that Mr Tritton is backing himself with an equity heavy package. Instead of looking for cash he has taken $1 million - $2 million in cash with the remaining $8 million - $10 million in stock. That means his interests are aligned with stockholders and that he sees upside in owning shares. ​ Also highlighted by Barron's was Subaru ($FUJHY). Subaru is one of the lowest-cost car producers and yet one of the most profitable, with 9% margins. Its stock is very cheap (trading at nine times next year's earnings, with a 5.4% dividend yield and 30% cash-to-market cap) because the market is concerned that volumes are about to peak. However the economics look good. Subaru's cars are taking more market share (4% in the US) and consumers are shifting to sport utility vehicles which cost more. ​ Elsewhere, clothing retailer Express ($EXPR) shares jumped 20% on Wednesday following plans to shutter 100 stores by 2022. The move is expected to cut costs by $80 million and boost profits by $15 million annually. Additionally, over the same period, operating lease obligations are expected to drop by $85 million. These are both significant amounts for Express and should provide a significant boost to its $80 million trailing EBITDA. It's no surprise then that the stock price rose 20%. However Express' valuation still looks incredibly cheap -- even after the increase. Its enterprise value is just $142 million with a market cap of $309 million, $167 million of cash and no debt the enterprise value. ​ Growth Stocks (Ollie's Bargain Outlet and eHealth) Ollie's Bargain Outlet ($OLLI) shares hit a 52 week low on Tuesday before rebounding. However, as of Friday's close, the stock was still down 40% from the all time highs set in May last year. I am not surprised the stock is rebounding. The company had a bad start to the year in Q1 and Q2 as poorly-timed inventory decisions led to an excess of out of season goods and rapid expansion led to some cannibalization of sales. However Management's assurances that set backs were temporary proved to be true as strong Q3 results in December beat expectations. Net sales increased 15.3%, operating income increased 22.0%, adjusted net income increased 28.3% and the company reaffirmed full year guidance. Longer term, the potential for growth is very good. The company has 345 stores in 23 states and plans to increase its store count nationally to over 950. The stock is currently trading on 26x trailing earnings. That looks cheap for a fast growing "off price" retailer with big plans that is (once more) executing well. ​ Shares of eHealth ($EHTH) jumped 27% on Friday after the online health exchange provider announced that preliminary Q4 revenue will be between $257.5 million and $259.5 million with earnings between $53 million and $55 million (c.$2.34 per share). Consensus estimates were for Q4 revenue of $194.9 million and EPS of $2.15. Business is picking up for eHealth and the trend seems likely to continue. An ageing U.S. population, with the 65+ population expected to increase from 40 million in 2010 to 80 million in 2030, will mean more people buying private health insurance to enhance Medicare for decades to come. Additionally, its likely that those purchases will be made increasing online, where eHealth has established itself as a leader in a very fragmented market. The stock is priced on 50x 2019 estimates but with 50% growth and a bright outlook the valuation looks very reasonable. eHealth CEO Scott Flanders said, "We remain excited about the Medicare market opportunity and significant growth potential ahead of us and are looking forward to sharing our outlook for 2020 as part of our fourth-quarter earnings release next month." ​ Pharmaceuticals (TherapeuticMD) TherapeuticMD ($TXMD), a commercial-stage biopharma focused on women's health, jumped over 20% on Tuesday after it was reported that JP Morgan had taken a 7% shareholding. The company has three drugs on the market (Imvexxy, Bijuva and Annovera) with combined peak annual sales estimated at $1.85 billion. Be that as it may, TXMD is still in the early stages of building demand with trailing revenues of just $40 million. The investment by JPM is important as the company burns through its $155 million of cash and investors look for signs that management is capable of delivering commercially. Reassuringly JPM's move follows recent purchases in the past six months of $300,000 by the CEO and $400,000 by the company President. Considerable risks remain with TherapeuticMD and its plans to develop commercial sales. However, I would say that with a market cap of $672 million compared to forecast peak sales of $1.85 billion, the rewards should significantly outweigh the risks. ​ "Follow" me if you would like to receive updates during the week. This is not a recommendation to buy or sell. Stocks are not suitable for everyone. Some of the stocks mentioned are risky small cap and/or highly speculative. Please do your own research. submitted by /u/InterestingNews1 [link] [comments]

Buy UK and EU stocks Posted: 25 Jan 2020 09:40 AM PST Great Portland Estates PLC thank me later, look for value not hype. submitted by /u/alexBrsdy [link] [comments]

Looking for mentor! Posted: 25 Jan 2020 12:09 PM PST Hello everyone, I'm a newbie trader and have only been trading for about a month. I've had some big wins but some big losses aswell. I say that to say that I really just trade what looks good and what looks like it will make me money instead of based on data. I would love to learn how to make profit trades consistently. If anyone wants help me out and teach me I'd appreciate it so much. submitted by /u/WraithTalks [link] [comments]

Wall Street analysts buy into Netflix optimism amid Disney threat Posted: 25 Jan 2020 02:52 PM PST https://finance.yahoo.com/news/wall-street-analysts-buy-netflix-161924225.html (Reuters) - Netflix Inc acknowledged pressure from Disney+ after the company reported its quarterly results. But executives largely brushed off the long-term global impact of rivals that also include Apple, Comcast Corp's NBCUniversal and AT&T Inc. So too did Wall Street analysts on Wednesday. "Despite new services on the horizon from Disney and Apple (and probably others), we expect minimal long-term impact to Netflix subscriber addition and retention," Piper Sandler analyst Michael Olson said. submitted by /u/coolcomfort123 [link] [comments]

Going to put some money into 4 different stocks Posted: 25 Jan 2020 10:47 AM PST I've been watching and researching AAXN, VRTX, DIS, SPCE, TCNNF, CWBHF and CRUS. I'm pretty new to the stock market and would appreciate any advice. submitted by /u/thepercinater [link] [comments]

Why do the biggest S&P index funds have such different amounts of capital under management? Are there real differences between say Vanguard's S&P funds versus Schwab's (about 1/10th the capital) Posted: 25 Jan 2020 10:25 AM PST Why do the biggest S&P index funds have such different amounts of capital under management? Are there real differences between say Vanguard's S&P funds versus Schwab's (about 1/10th the capital) submitted by /u/travel123123 [link] [comments]

Trying to track down the history of an OLD stock that merged on 3/6/81 Posted: 25 Jan 2020 10:17 AM PST It's a gift for a family member. Does anybody know how to trace that? submitted by /u/MSDawg71 [link] [comments]

Does anyone on this sub prefer index funds over index ETFs? Or vice versa? If so why? Posted: 25 Jan 2020 10:11 AM PST I'm always trying to learn and I'm interested in how the differences (I know the basics of what the differences are) play out for all of you. I'm not asking what the differences are. Just curious if those differences matter for YOU. submitted by /u/travel123123 [link] [comments]

Stocks in 2020 Posted: 25 Jan 2020 01:21 PM PST What are some good stocks this year to invest in? submitted by /u/osmoziz [link] [comments]

Is VSLR a buy? Posted: 24 Jan 2020 10:26 PM PST Looking to invest in energy sector. What do you guys feel about this? submitted by /u/designatedtruth [link] [comments]

Getting paid only in stock options Posted: 25 Jan 2020 11:23 AM PST Money is not a factor to me. I can live with $1,500 per month easily and happily. I get paid a lot more than $1,500 I have savings Does it make sense to request to get paid with monthly vested stock options for the remainder of my salary on a public traded company? I have faith in the company the stocks are in, but even if it goes to 0 or they lose value I could care less. I am not planning to exercise the options for a long time. It makes better sense tax wise, and economically? I just don't have use for the extra money and would rather have it better utilized. I am just not sure if this is a good trade vs having the cash at hand and buying stock directly. submitted by /u/iordanissh [link] [comments]

Diversification tips? Posted: 25 Jan 2020 10:59 AM PST Hello! I'm a bit new to investing, but I understand most of the basic lingo here as I've been doing a lot of research into basic beginner strategies. I was thinking about throwing 70% of my cash into ETFs such as VGT and SPY, and maybe 1 share of TSLA. Is this a good idea, or do any of you guys have additional tips? submitted by /u/darkray347 [link] [comments]

Why should not buy TDW Posted: 25 Jan 2020 04:54 AM PST The market cap is only around 600 million. The company has $1.8 billion in assets( cash+plant) but only $700 million in liability. I know the company is losing money year to year but is this a too good of a deal to pass up? Even if the company goes belly up and has to sell all of its assets, there's still $1.1 billion in equity? Is my analysis flawed? What am I missing? submitted by /u/dontgetthejoke2 [link] [comments]

Pros and Cons of SPCE Posted: 24 Jan 2020 10:52 PM PST Pros and Cons Virgin Galactic $SPCE Pros: Richard Branson is a well known billionaire that is straight forward and successful. It's geared towards tourism, unlike Blue Origin and SpaceX. It has already sold 625+ tickets for $250,000. It's expecting to make $800 Billion by 2040, roughly 33,000 passengers per year. So, less than 1% of the top 1% of Americans alone. Based out of Las Cruces for low cost and taxes. Cons: According to recent studies, the flight has a .5% chance of crashing. Compared to a 1.5% space shuttle or a .00002% commercial flight, that's pretty good. For every 1000 flights, that's 5 crashes. Edited. It will take 6 people, so $1.5 million a flight. Blue Origin being a competitor. People view it as a gimmick, less interest in the years to come. Flight could crash into a satellite or back onto Earth. Could lower cost of ticket to help raise interest levels. Elon Musk says screw it and makes SpaceX compete. Could be viewed as bad for the environment. Maybe they can make it sustainable or neutral. All in All: I can see this stock doing extremely well in the years to come. It will essentially have a global monopoly on a commodity that doesn't exist yet. More people have paid for tickets than have been to space on human history. submitted by /u/PBJBlitzkrieg [link] [comments]

Stock Market Week Ahead for the trading week beginning January 27th, 2020 Posted: 25 Jan 2020 10:23 AM PST Good Saturday afternoon to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead. Here is everything you need to know to get you ready for the trading week beginning January 27th, 2020. After virus scare, markets look to Fed rate policy to keep stock rally going - (Source) With stocks coming off their first losing week of the year, investors will be looking for the Federal Reserve to soothe markets by reaffirming its position that interest rates will be low for a long time into the future. The outbreak of the coronavirus in China in the past week took the steam out of a market that has been repeatedly rallying to new highs since December. The S&P 500 fell just about 1% for the week, amid fears the virus could lead to slower growth not only in China, but across the globe. Those concerns could continue to spook markets in the coming week, but stocks should be buffeted by the Fed's anticipated commitment to low rates and its current Treasury bill buying program. The Fed meets Tuesday and Wednesday. Fed Chairman Jerome Powell is expected to emphasize that the Fed remains on a neutral policy path and that would only change if there was a significant change in the economic outlook. There are also some major earnings reports, including from Apple, which hit an all-time high Friday morning before closing lower with the broader market. It could have a big impact on sentiment and help influence trading across the technology sector. Stocks were choppy in the past week, and Treasury yields have been sinking on worries about the new virus. The 10-year yield sunk to a Nov. 1 low of 1.68% and investors drove gold prices higher in a flight-to-safety trade. "It's overshadowing everything, and what the market is looking for is that the Chinese are containing it, and the spread is minimal," said Quincy Krosby, chief market strategist at Prudential Financial. "The derivative of all of this is what does it do to growth? Traders and investors are hoping the stimulus that has been introduced into the Chinese economy is going to take hold, and this is not going to halt that turnaround." Krosby said the market has been looking for an excuse to pull back. The S&P 500 ended the week at 3,295, off 1%, but it is still up about 2% for the year so far. "You could see going into the weekend the 10-year Treasury yield is down, gold is higher, the market is in a text book defensive state," said Krosby. "We had a market that was poised for a bout of profit-taking and this is it." Earnings roll out There are more than 135 S&P companies reporting earnings in the week ahead, with a heavy focus on technology, industrials and consumer stocks. Apple reports Tuesday, and Microsoft and Facebook are Wednesday. Boeing and General Electric report Wednesday, while McDonald's releases results Wednesday. On Friday, big oil reports with ExxonMobil and Chevron expected. Earnings reports so far have been mostly better than expected, with 68.2% of companies beating earnings per share estimates, according to Refinitiv. Earnings are expected to be down about a half percent for the fourth quarter, based on actual reports and estimates of companies yet to report. "Coming into any earnings season with stocks at all time highs is fraught with peril," said Art Hogan, chief market strategist at National Securities. "It's precarious because you have the opportunity for outsized moves if you miss earnings, revenues or guidance." Hogan said companies may be able to give a better indication of the future, now that there's a first phase trade deal between the U.S. and China. He said markets will also be looking for guidance from China and elsewhere on whether the virus appears to be containable or not. Fed is big story but won't say much The Federal Reserve is not likely to say much has changed in its outlook, except that it's last three interest rate cuts may have helped the economy and financial conditions. "The big news is just talk on the balance sheet. I think that's going to be the key messaging," said Jim Caron, portfolio strategist at Morgan Stanley Investment Management. "I think the data has been okay. There's really nothing new there. The only thing that's really new or interesting is going to be what's going on with the balance sheet." The Fed has been buying about $60 billion in Treasury bills each month to expand its balance sheet, ending a program where it was shrinking the balance sheet. The Fed is adding reserves to end a problem in the repo market, which is basically the plumbing of the financial markets where institutions go to get short term cash. Many traders believe the program is adding liquidity to markets, and therefore driving investors into stocks. Mark Cabana, head of short rate strategy at BofA Securiteis, said the Fed is not changing its benchmark fed funds target rate, but the fixed income market has been expecting the Fed to make a technical adjustment to another rate. He said the fed funds rate, trading at about 1.55%, has come to the lower end of the Fed's target range of 1.5 to 1.75%. For that reason it is likely to raise the interest rate on excess reserves by five basis points. "The intent is to affirm the bottom end of the Fed's target range, " he said. Besides the technical move, they "may be will provide a little more guidance on what it would take to vote rates one way or the other," he said. Economic data There's an important data calendar in the coming week, including the first look at the fourth quarter's gross domestic product on Thursday. Personal income and spending data is Friday, and that includes the personal consumption expenditure inflation deflator, watched by the Fed. New home sales could continue the string of positive news in housing, when they are released Monday, and there are durable goods Tuesday. This past week saw the following moves in the S&P: (CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!) Major Indices for this past week: (CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!) Major Futures Markets as of Friday's close: (CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!) Economic Calendar for the Week Ahead: (CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!) Sector Performance WTD, MTD, YTD: (CLICK HERE FOR FRIDAY'S PERFORMANCE!) (CLICK HERE FOR THE WEEK-TO-DATE PERFORMANCE!) (CLICK HERE FOR THE MONTH-TO-DATE PERFORMANCE!) (CLICK HERE FOR THE 3-MONTH PERFORMANCE!) (CLICK HERE FOR THE YEAR-TO-DATE PERFORMANCE!) (CLICK HERE FOR THE 52-WEEK PERFORMANCE!) Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close: (CLICK HERE FOR THE CHART!) S&P Sectors for the Past Week: (CLICK HERE FOR THE CHART!) Major Indices Pullback/Correction Levels as of Friday's close: (CLICK HERE FOR THE CHART! Major Indices Rally Levels as of Friday's close: (CLICK HERE FOR THE CHART!) Most Anticipated Earnings Releases for this week: (CLICK HERE FOR THE CHART!) Here are the upcoming IPO's for this week: (CLICK HERE FOR THE CHART!) Friday's Stock Analyst Upgrades & Downgrades: (CLICK HERE FOR THE CHART LINK #1!) (CLICK HERE FOR THE CHART LINK #2!) (CLICK HERE FOR THE CHART LINK #3!) (CLICK HERE FOR THE CHART LINK #4!) February Almanac: Weak Link in Best Six Months Even though February is right in the middle of the Best Six Months, its long-term track record, since 1950, is rather tepid. February ranks no better than sixth and has posted meager average gains except for the Russell 2000. Small cap stocks, benefiting from "January Effect" carry over; tend to outpace large cap stocks in February. The Russell 2000 index of small cap stocks turns in an average gain of 1.2% in February since 1979—just the sixth best month for that benchmark. A strong February in 2000 boosts NASDAQ and Russell 2000 rankings in election years. Otherwise, February's performance, compared to other presidential-election-year months, is mediocre at best with no large-cap index ranked better than seventh (DJIA and S&P 500 since 1950, Russell 1000 since 1979). (CLICK HERE FOR THE CHART!) Solid January Starts Not Rare, February Could Be Tepid Bullish sentiment is running high and why not. A new decade has begun, January has been bucking the recent trend of volatile performance and the market is trading at or near all-time record highs. Big round numbers like 29000, 3300 and 9000 are also emotionally satisfying. Our Santa Claus Rally and First Five Days indicators were both positive and the market is well on its way to completing a historically bullish January Trifecta. A positive January Barometer is all that remains to complete the January Trifecta. As of yesterday's close DJIA was up 2.3% year-to-date. S&P 500 was up 2.79% and NASDAQ stood at 4.44%. Although these gains are above average, they are actually not all that uncommon by the thirteenth trading day of the New Year. Since 1901 (119 years), DJIA has been up 2.3% or more on the thirteenth trading day 33 times before this year. DJIA's largest gain on the thirteenth trading day was 11.4% in 1976 (+17.9% for the full-year). S&P 500 has equaled or exceeded 2.79% on the thirteenth trading day 26 times since 1930 while NASDAQ has bested 4.44% 15 times since 1971. Depending on index, gains equal to or greater than this year come about approximately once every 3.3 to 3.6 years. 2012 was the last election year where all three indexes were up more on the thirteenth trading day than this year. In the following Seasonal Patten Charts of DJIA, S&P 500 and NASDAQ, we compare 2020 (as of yesterday's close) to All Years and Election Years. Here it is clear that the market has gotten off to a solid start with well above average gains so far. Throughout 2019, the market tracked its historical patterns quite closely which suggests some mean reversion could occur this February as the month has been historically tepid for DJIA and S&P 500. (CLICK HERE FOR THE CHART!) (CLICK HERE FOR THE CHART!) (CLICK HERE FOR THE CHART!) Another Look At Election Years Last week in our LPL Research blog, we took a closer look at how stocks have performed during an election year. We found that since 1940, the S&P 500 Index hasn't been lower during an election year when an incumbent president has been up for reelection. We've had many requests to look more into election years, so we thought we'd take another look at this impactful year. The S&P 500's track record for reelection years has been impressive, but its average path during these years has been quite interesting, as shown in the LPL Chart of the Day. In ten reelection years since 1950, the S&P 500 on average has barely budged from February through June, before breaking out in the second half of the year. "Stocks actually have traded in a tight range from February through June during election years, with the big rally taking place during the second half of the year," explained LPL Financial Senior Market Strategist Ryan Detrick. (CLICK HERE FOR THE CHART!) From a quarterly view, the S&P 500 has historically posted modest returns in the four quarters of an election year, but the benchmark has been higher an impressive 82% of the time in the fourth quarter of all election years. That's one of the best track records of any quarter in the four-year presidential cycle. (CLICK HERE FOR THE CHART!) Recession Watch Update As the economic expansion caps its first decade, we thought it'd be a good time to check on LPL Research's leading indicators in our Recession Watch Dashboard. As you can see in our latest update and in the LPL Chart of the Day, the overall view hasn't changed much. We believe we are in the later stages of this economic expansion, but we still see little threat of imminent recession. The current expansion is the longest on record, at 126 months, but the economy has grown at a slow and steady rate. We believe this measured pace, along with supportive fiscal policy, has contributed to this cycle's continued durability. (CLICK HERE FOR THE CHART!) In the fourth quarter, the needle moved in different directions for two of our five forecasters: We removed the U.S. Treasury Yield Curve from On Watch status as the spread between the 3-month and 10-year yields moved back into positive territory. The spread between the 2-year and 10-year yields also climbed to an 18-month high following the Federal Reserve rate cuts. Going back to 1955, a yield curve inversion (long-term yields falling below short-term yields) has preceded each of the nine recessions. It's important to note, however, that parts of the curve flickered between positive and inverted territory several times before the actual recession occurred. We added Market Valuations to On Watch status, as the S&P 500 Index trailing price-to-earnings (P/E) ratio rose near cycle highs. The P/E ratio is now comfortably above our 2020 target of 18.75. With the S&P 500 surpassing the upper end of our year-end fair value target of 3,300, we are watching closely to see if earnings growth is strong enough to justify these elevated valuations. The low interest-rate and inflation environment continue to be strong tailwinds for market valuations. "We remain optimistic of continued, albeit possibly slower, economic growth in the United States in the coming year, bolstered by recent progress on the U.S.-China trade deal," said LPL Financial Chief Investment Strategist John Lynch. "While we continue to monitor the indicators closely, at the present time, we see only a modest chance of recession starting within the next year." STOCK MARKET VIDEO: Stock Market Analysis Video for Week Ending January 24th, 2020 ([CLICK HERE FOR THE YOUTUBE VIDEO!]()) (VIDEO NOT YET POSTED) STOCK MARKET VIDEO: ShadowTrader Video Weekly 1.26.20 ([CLICK HERE FOR THE YOUTUBE VIDEO!]()) (VIDEO NOT YET POSTED) Here are the most notable companies (tickers) reporting earnings in this upcoming trading week ahead- $AAPL $TSLA $AMD $AMZN $MSFT $FB $BA $GE $MA $T $V $SBUX $PYPL $MCD $LMT $MMM $DHI $PFE $UTX $KO $UPS $S $NURO $HMST $VZ $HCA $XLNX $ARNC $XOM $CAT $BX $PGR $LRCX $GD $PHM $NVR $PII $SALT $BIIB $NOW $ANTM $NUE $ALK $PLUG $MPC (CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!) (CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!) (CLICK HERE FOR MOST ANTICIPATED EARNINGS RELEASES FOR THE NEXT 5 WEEKS!) Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers: Monday 1.27.20 Before Market Open: (CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!) Monday 1.27.20 After Market Close: (CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!) Tuesday 1.28.20 Before Market Open: (CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!) Tuesday 1.28.20 After Market Close: (CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!) Wednesday 1.29.20 Before Market Open: (CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!) Wednesday 1.29.20 After Market Close: (CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!) Thursday 1.30.20 Before Market Open: (CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #1!) (CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #2!) Thursday 1.30.20 After Market Close: (CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!) Friday 1.31.20 Before Market Open: (CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!) Friday 1.31.20 After Market Close: (CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!) Apple, Inc. $318.31 Apple, Inc. (AAPL) is confirmed to report earnings at approximately 4:30 PM ET on Tuesday, January 28, 2020. The consensus earnings estimate is $4.53 per share on revenue of $87.74 billion and the Earnings Whisper ® number is $4.80 per share. Investor sentiment going into the company's earnings release has 74% expecting an earnings beat The company's guidance was for earnings of $4.18 to $4.66 per share. Consensus estimates are for year-over-year earnings growth of 8.37% with revenue increasing by 4.07%. Short interest has decreased by 5.2% since the company's last earnings release while the stock has drifted higher by 28.7% from its open following the earnings release to be 39.6% above its 200 day moving average of $227.94. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, January 24, 2020 there was some notable buying of 10,425 contracts of the $320.00 call expiring on Friday, January 31, 2020. Option traders are pricing in a 5.4% move on earnings and the stock has averaged a 4.8% move in recent quarters. (CLICK HERE FOR THE CHART!) Tesla, Inc. $564.82 Tesla, Inc. (TSLA) is confirmed to report earnings at approximately 4:55 PM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $2.03 per share on revenue of $6.99 billion and the Earnings Whisper ® number is $2.24 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 6.84% with revenue decreasing by 3.26%. Short interest has decreased by 27.2% since the company's last earnings release while the stock has drifted higher by 87.7% from its open following the earnings release to be 100.1% above its 200 day moving average of $282.24. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, January 9, 2020 there was some notable buying of 12,168 contracts of the $700.00 call expiring on Friday, June 19, 2020. Option traders are pricing in a 12.8% move on earnings and the stock has averaged a 10.2% move in recent quarters. (CLICK HERE FOR THE CHART!) Advanced Micro Devices, Inc. $50.35 Advanced Micro Devices, Inc. (AMD) is confirmed to report earnings at approximately 4:15 PM ET on Tuesday, January 28, 2020. The consensus earnings estimate is $0.31 per share on revenue of $2.10 billion and the Earnings Whisper ® number is $0.32 per share. Investor sentiment going into the company's earnings release has 71% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 287.50% with revenue increasing by 47.99%. Short interest has decreased by 34.0% since the company's last earnings release while the stock has drifted higher by 52.9% from its open following the earnings release to be 48.5% above its 200 day moving average of $33.91. Overall earnings estimates have been unchanged since the company's last earnings release. On Thursday, January 9, 2020 there was some notable buying of 16,799 contracts of the $60.00 call expiring on Friday, February 21, 2020. Option traders are pricing in a 9.7% move on earnings and the stock has averaged a 10.5% move in recent quarters. (CLICK HERE FOR THE CHART!) Amazon.com, Inc. - Amazon.com, Inc. (AMZN) is confirmed to report earnings at approximately 4:00 PM ET on Thursday, January 30, 2020. The consensus earnings estimate is $3.98 per share on revenue of $86.00 billion and the Earnings Whisper ® number is $4.15 per share. Investor sentiment going into the company's earnings release has 71% expecting an earnings beat The company's guidance was for revenue of $80.00 million to $86.00 million. Consensus estimates are for earnings to decline year-over-year by 35.18% with revenue increasing by 18.81%. Short interest has increased by 22.4% since the company's last earnings release while the stock has drifted higher by 9.7% from its open following the earnings release to be 2.0% above its 200 day moving average of $1,824.47. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, January 21, 2020 there was some notable buying of 1,348 contracts of the $1,862.50 put expiring on Friday, January 31, 2020. Option traders are pricing in a 4.5% move on earnings and the stock has averaged a 3.2% move in recent quarters. (CLICK HERE FOR THE CHART!) Microsoft Corp. $165.04 Microsoft Corp. (MSFT) is confirmed to report earnings at approximately 4:10 PM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $1.32 per share on revenue of $35.69 billion and the Earnings Whisper ® number is $1.38 per share. Investor sentiment going into the company's earnings release has 87% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 20.00% with revenue increasing by 9.91%. Short interest has increased by 18.2% since the company's last earnings release while the stock has drifted higher by 18.9% from its open following the earnings release to be 18.6% above its 200 day moving average of $139.21. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, January 14, 2020 there was some notable buying of 11,176 contracts of the $165.00 call expiring on Friday, April 17, 2020. Option traders are pricing in a 4.0% move on earnings and the stock has averaged a 2.5% move in recent quarters. (CLICK HERE FOR THE CHART!) Facebook Inc. $217.94 Facebook Inc. (FB) is confirmed to report earnings at approximately 4:05 PM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $2.51 per share on revenue of $20.83 billion and the Earnings Whisper ® number is $2.63 per share. Investor sentiment going into the company's earnings release has 83% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 5.46% with revenue increasing by 23.15%. Short interest has increased by 2.4% since the company's last earnings release while the stock has drifted higher by 10.8% from its open following the earnings release to be 14.2% above its 200 day moving average of $190.86. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, January 14, 2020 there was some notable buying of 9,443 contracts of the $200.00 put expiring on Friday, February 7, 2020. Option traders are pricing in a 5.8% move on earnings and the stock has averaged a 7.2% move in recent quarters. (CLICK HERE FOR THE CHART!) Boeing Co. $323.05 Boeing Co. (BA) is confirmed to report earnings at approximately 7:30 AM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $1.73 per share on revenue of $21.67 billion and the Earnings Whisper ® number is $1.40 per share. Investor sentiment going into the company's earnings release has 2% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 68.43% with revenue decreasing by 23.54%. Short interest has increased by 8.9% since the company's last earnings release while the stock has drifted lower by 6.4% from its open following the earnings release to be 8.7% below its 200 day moving average of $353.77. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, January 24, 2020 there was some notable buying of 7,609 contracts of the $330.00 call expiring on Friday, January 31, 2020. Option traders are pricing in a 5.0% move on earnings and the stock has averaged a 2.1% move in recent quarters. (CLICK HERE FOR THE CHART!) General Electric Co. $11.71 General Electric Co. (GE) is confirmed to report earnings at approximately 6:00 AM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $0.18 per share on revenue of $26.16 billion and the Earnings Whisper ® number is $0.20 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 14.29% with revenue decreasing by 21.39%. Short interest has decreased by 24.1% since the company's last earnings release while the stock has drifted higher by 19.7% from its open following the earnings release to be 15.0% above its 200 day moving average of $10.18. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, January 13, 2020 there was some notable buying of 18,933 contracts of the $11.00 call expiring on Friday, February 21, 2020. Option traders are pricing in a 7.2% move on earnings and the stock has averaged a 6.9% move in recent quarters. (CLICK HERE FOR THE CHART!) Mastercard Inc $323.67 Mastercard Inc (MA) is confirmed to report earnings at approximately 8:00 AM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $1.87 per share on revenue of $4.39 billion and the Earnings Whisper ® number is $1.89 per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 20.65% with revenue increasing by 15.31%. Short interest has increased by 12.0% since the company's last earnings release while the stock has drifted higher by 16.6% from its open following the earnings release to be 18.7% above its 200 day moving average of $272.70. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, January 15, 2020 there was some notable buying of 2,162 contracts of the $200.00 put expiring on Friday, January 15, 2021. Option traders are pricing in a 3.5% move on earnings and the stock has averaged a 2.2% move in recent quarters. (CLICK HERE FOR THE CHART!) AT&T Corp. $38.50 AT&T Corp. (T) is confirmed to report earnings at approximately 6:50 AM ET on Wednesday, January 29, 2020. The consensus earnings estimate is $0.87 per share on revenue of $46.97 billion and the Earnings Whisper ® number is $0.88 per share. Investor sentiment going into the company's earnings release has 63% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 1.16% with revenue decreasing by 2.13%. The stock has drifted higher by 0.5% from its open following the earnings release to be 8.0% above its 200 day moving average of $35.63. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, January 8, 2020 there was some notable buying of 5,621 contracts of the $42.00 call expiring on Friday, April 17, 2020. Option traders are pricing in a 3.9% move on earnings and the stock has averaged a 4.8% move in recent quarters. (CLICK HERE FOR THE CHART!) DISCUSS! What are you all watching for in this upcoming trading week? I hope you all have a wonderful weekend and a great trading week ahead r/stocks. submitted by /u/bigbear0083 [link] [comments]

Apple TV+ Has 34 Million Subscribers: Report Posted: 24 Jan 2020 10:25 PM PST https://www.thestreet.com/investing/apple-tv-plus-34-million-subscribers-report Apple TV+ has racked up more subscribers than both Disney+ and Hulu since its November 2019 launch, according to a new report. Apple TV+ has 33.6 million U.S. subscribers, compared to Disney+'s 23.2 million and Hulu's 31.8 million subscribers, according to Ampere Analysis. The data was cited in a WSJ report detailing questionable and amateur content on Amazon Prime Video. One reason Apple has been able to quickly amass millions of subscribers is that it's offering one free year of Apple TV+ to buyers of Apple devices. Otherwise, the service costs $4.99 per month. submitted by /u/coolcomfort123 [link] [comments]

Been holding $SPCE for two weeks now. Just bought in on today’s dip. Posted: 24 Jan 2020 04:50 PM PST Just grabbed some shares for fun about two weeks ago and a few more during today's dip. I've been amazed at its growth lately from increased investor interest. Just curious what everyone's opinions are for holding these guys long term since they just went public in 10/2019. Anyone else holding $SPCE? submitted by /u/coo2020 [link] [comments]

Stocks on dips or undervalued stocks you would buy right now. Posted: 24 Jan 2020 07:58 PM PST I don't see many deals out there in this market to be honest. Holding mostly cash and waiting. Anyone see any deals out there and why? submitted by /u/Aaronacorona [link] [comments]

CSCO after INTC earnings Posted: 25 Jan 2020 07:54 AM PST what do you guys think of CSCO today considering the chips sector has delivered above expectations? are you long CSCO at these prices? please share your thesis? Thanks lads submitted by /u/gymaliz [link] [comments]

How to select the right company to invest in Posted: 24 Jan 2020 05:19 PM PST How do you know what companies to invest in? How can you be more confident with your investment decisions? I'm coming up with strategies to be more successful, and you can do it too! This is the very first step and more to come! https://themetareview.com/how-to-select-the-right-company-to-invest-in/ submitted by /u/The-Meta-Review [link] [comments]

is there an ideal number of shares a company should have outstanding? Posted: 25 Jan 2020 06:00 AM PST all things being equal for a public company, is there an ideal "golden ratio" for number of shares outstanding/float a company should have based on revs or profits? for example, should they strive for a $1 eps? or should they have a minimum of xxx shares float for liquidity? assume they don't want to do a dividend. submitted by /u/mfairview [link] [comments]

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