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.
- Investors who were active during the 2007 recession : What were the biggest mistakes or best decisions you made during that entire event?
- Please help me understand TESLA, i do not get it.
- CNBC: Fed Cuts Rates 50bps intra-meeting to combat virus slowdown
- Dow drops 700 points after the Fed cuts rates, giving back more than half of Monday's surge
- 10 Year Treasuries Dip Below 1% for the first time
- Robinhood is still being a piece of shit. Def moving to TDA
- So the fed cuts rates 50 bps and the Dow then drops 600 points? Am I missing something?
- Warren Buffett Goes shopping - ✈️
- Best book on 2008 crash? Causes and aftermath
- Market history after previous Fed emergency rate cuts
- How does gold fare under current conditions?
- So Covid19’s global outbreak projects right now to overtake chinas outbreaks in less than 2 weeks, thinking of going all in on pharmaceuticals and domestic medical equipment, any help is appreciated.
- Best Bargains in the travel industry right now
- Long term bonds are really risky now, right?
- My Thoughts About the Coronavirus -Ray Dalio
- Howard Marks Memo on Uncertainty
- Treasury bond versus Treasury note investment decision
- Warning: Ally Invest "technical issue" locked all my funds
- Has the market ever dropped on a day when the Fed cut the rate by 50 basis points or more?
- How do you feel about Costco or other grocery type stores, or others that actually make the panic buy products?
- Do you have a bloomberg terminal?
- Thoughts on $IBIO?
- Link Shows TEVA is not experiencing Drug shortaged compare to other generic players (Coronavirus related drug shortages)
- Gilead going up 14% since Feb doesn't make any sense
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 04 Mar 2020 04:12 AM PST 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]  |
| Posted: 03 Mar 2020 02:44 PM PST |
| Please help me understand TESLA, i do not get it. Posted: 04 Mar 2020 03:10 AM PST I am honestly asking, because I do not understand it. Mind you, I also thought Microsoft was insane when they bought 1.6% of Facebook for 250mil. All numbers following are taken from the 2019 TESLA 10k. Tesla has not made profit in any year since its inception. While it might in 2020 (or not), the losses of the past 5 years alone amount to about 5.3 billion dollars. Whenever I ask people about Tesla, they insists that it is not just a car company, but also has great potential with its solar- and energy storage tech. But currently this only amounts to about 7% of its overall earnings, with Cars (20bil) and car services(2 bil) widely superseeding this sector (1.5bil). So while yes, Tesla does other things besides selling cars, it does not really account for that much. Another argument I hear often are the steep sales perspectives in the following years. Tesla itself projects to sell between 360-400k cars in 2020. That's not bad, but also pretty underwhelming considering that KIA (KIA!) sold over 500.000 cars in 2018 in the US(!) alone. Cars dont scale like software, so at least in my opinion it is a bit unrealistic to expect Tesla sales to suddenly completely explode compared to other manufacturers. They are still selling a comparatively expensive luxury product with a high lifestyle factor. One thing that Tesla definitely had going for it was its battery tech and motors, that is true. Tesla's efficieny was almost unmatched until last year, only Hyundai can currently beat them (the electric Ioniq uses only 11.5kWh/100km according the WLTP). Audi and Benz have both built pretty horrible cars when it comes to efficency. But, as I said, Hyundai has managed to build a car (that you can buy right now) that only needs 11.5kWh/100km. The VW id3 has 82kWh in its heaviest configuration and manages to squeeze out 550km or 14.9 kWh/100km. (the lightest 48kWh version gets 14.5). BMW just announced their i4, sporting a 80kWh battery and a WLTP range of 600km. This would mean 13,3kWh per 100km acc. to the WLTP. For comparison, these are Tesla's numbers: Model 3 max range/performance: 14.1 / 15 Model S range/ludicrous: 18.9 / 20 Model X range/performacne 20.8 / 22.6 This means that Tesla's original advantage of efficieny is, well, gone. Other manufacturers have managed to at least create a level playing field in terms of efficiency. Tesla has the best charging network, which is another huge advantage that is often mentioned. But at least to me, this appears like a competitive advantage that could be solved by other manufacturers literally just throwing money at it. The tech exists and at least in Europe they are already building IONITY stations like crazy. So while this might bring people to buy a TESLA over another competitor, how long will this advantage persist, maybe another 2 years at this rate? So just by looking at the numbers we have a company that makes 93% of its revenue in car sales, has a product that apparently is technically not superior anymore to its competitors and burns through tons of money trying to grow in a market where many analysts do not see much more growth prospects. (peak car). Again, I am not trying to shit on Tesla, I just want to understand why people think it is worth 130 billion dollars. Where do you see the potential that TESLA will reach a P/E of 25? How would their trajectory in the following years look like to achieve this? [link] [comments]  |
| CNBC: Fed Cuts Rates 50bps intra-meeting to combat virus slowdown Posted: 03 Mar 2020 07:01 AM PST |
| Dow drops 700 points after the Fed cuts rates, giving back more than half of Monday's surge Posted: 03 Mar 2020 10:32 AM PST |
| 10 Year Treasuries Dip Below 1% for the first time Posted: 03 Mar 2020 10:46 AM PST |
| Robinhood is still being a piece of shit. Def moving to TDA Posted: 03 Mar 2020 06:44 AM PST |
| So the fed cuts rates 50 bps and the Dow then drops 600 points? Am I missing something? Posted: 03 Mar 2020 08:27 AM PST |
| Warren Buffett Goes shopping - ✈️ Posted: 03 Mar 2020 03:35 PM PST Since the coronavirus pull back, Mr. Buffet ate up a million shares of Delta Airlines (DAL). Like most virus sell offs of the past, the airlines take a beating, but in the long run, end up being at an attractive level nibble. https://www.investors.com/news/warren-buffett-raises-stake-delta-air-lines-stock/ [link] [comments]  |
| Best book on 2008 crash? Causes and aftermath Posted: 04 Mar 2020 02:09 AM PST I've got an essay to write on the triggers, regulation surrounding and sociopolitical effects of the 2008 crisis. I'm a finance student so I have a decent understanding of what happened already. I'm after something that isn't pure facts and figures but at the same time has a bit of financial meat to it! Thanks [link] [comments]  |
| Market history after previous Fed emergency rate cuts Posted: 03 Mar 2020 11:05 AM PST submitted by /u/HTHID [link] [comments]  |
| How does gold fare under current conditions? Posted: 03 Mar 2020 09:34 PM PST As most have been saying, it seems that the market has some ways to go given how dangerous this virus is becoming. In addition, a lot of people suspect that we are, and have been, in the tail end of the debt cycle. Monetary policy will be largely ineffective at reversing or perhaps even stymieing a drop in consumer spending given how sensational big catastrophes such as this can be for people. Now we are seeing historically low rates across the globe. Given this outlook over economic and consumer sentiment as well as extremely low interest rates, gold seems like an obvious safe haven for the next few months. Especially if you consider how we may end up with rising inflation should the government resort to QE in rougher times (as they did in 2008). However, I do think gold is already priced pretty high, historically speaking, and so I was wondering what the rest of you think as a medium term investment. My other question is, do you think gold will first dive downward with equities, or would it be better to just buy now? [link] [comments]  |
| Posted: 03 Mar 2020 09:51 AM PST |
| Best Bargains in the travel industry right now Posted: 04 Mar 2020 01:09 AM PST Given the cov-19 virus scare, a lot of travel related companies have come crashing down. What do you guys think are the best bargains within the travel related companies right now? I currently have my eyes set on $CCL & $DAL [link] [comments]  |
| Long term bonds are really risky now, right? Posted: 04 Mar 2020 04:32 AM PST I may be captain obvious here but now that the rates for long term bonds are reaching down to 1% doesn't that make them incredibly risky? If the fed is forced by market forces to raise rates in the future existing long term bonds with their pathetic rates will tank. [link] [comments]  |
| My Thoughts About the Coronavirus -Ray Dalio Posted: 03 Mar 2020 08:31 AM PST Ray gives his perspective on how this might play out through economic impact and market action. https://www.linkedin.com/pulse/my-thoughts-coronavirus-ray-dalio [link] [comments]  |
| Howard Marks Memo on Uncertainty Posted: 04 Mar 2020 01:58 AM PST Oaktree was famed for its downside risk focused distressed investing. https://www.oaktreecapital.com/docs/default-source/memos/nobody-knows-ii.pdf [link] [comments]  |
| Treasury bond versus Treasury note investment decision Posted: 04 Mar 2020 01:48 AM PST Hello! I'm working on an economics assignment, and one of the questions asks me to choose between two investment options by comparing each of their YTM rates and MaCaulay durations. Here is the question:
I've used python to solve for each one's YTM and duration. The first option has a YTM of 7.605% and the second option has a YTM of 7%. The first option's duration is 12.104 years and the second option's duration is 7.515 years. I'm not sure how to interpret this information in regards to choosing which one's better. I would assume the Treasury bond would be a better option because it has a higher YTM, but at the same time, it's exposed to interest-rate risk, so I'm a bit confused. If someone could shed insight, I would appreciate it! Thanks. [link] [comments]  |
| Warning: Ally Invest "technical issue" locked all my funds Posted: 03 Mar 2020 10:39 AM PST I transferred all my cash into ally bank and wanted to invest it today by transferring it into my Ally Invest account (which I do all the time). However, it just gives a grim "Unable to process this request" with a phone number. I called and jumped through many hoops such as filling out multiple forms (ACH linking my ally bank to ally invest), and sending it back to them. They have no idea what's going on but have requested technical support to look at it, with no ETA on response time. But best case scenario would be "couple business hours". My funds are frozen in Ally and I have no way to invest my money. What should I do in this case? I want to initiate a transfer to Vanguard brokerage account but that'll take a few days. Currently, I intend to wait until 2:30pm CST to see if they can get it resolved, otherwise cut my hope and losses with Ally and initiate a transfer of everything to Vanguard which will take a few days. Is there a more optimal strategy here? I haven't calculated whether Vanguard will take even more time after depositing for fund settlement. [link] [comments]  |
| Has the market ever dropped on a day when the Fed cut the rate by 50 basis points or more? Posted: 03 Mar 2020 01:43 PM PST |
| Posted: 04 Mar 2020 01:43 AM PST Soup makers, toilet paper, bottled water, canned food, etc... Shouldn't there logically be an improved 1st quarter earnings and a even stronger second quarter earnings with the hoarding going on for retailers or the products being bought? Also wondering if 3M or other mask makers should presumably go up for awhile until this all settles? Anyone like any particular stock? Have some spare funds that I'm ok buying cheaper stock and hoping it has more room to run. Appreciate any thoughts or insights. Thank you! [link] [comments]  |
| Do you have a bloomberg terminal? Posted: 03 Mar 2020 11:25 PM PST If so, how much assets are you managing and, in your opinion, what is the minimum amount of capital you need to manage to justify the cost of getting one? [link] [comments]  |
| Posted: 03 Mar 2020 07:28 PM PST Curious to know what everyone else thinks.. So... I feel that $IBIO winning chip has always been their collab with the chinese co and the ability to rapidly come up with and produce the vaccine.. We all know that its almost impossible/not gonna be easy breaking into the China market without a local player but of course everyone has their own views. On the China side, the chairman of CC Pharming has appeared in a couple of news and he is also the chief scientist in Zhongguancun (innovation hub/ largest intellectually intensive area in China and also known as China's version of the Silicon valley) but well, all in Mandarin so its either learning it or anyone can google translate and so here it goes.. Basically, the Chinese gvt is going all out in funds.. I am sure I am not the only one whom has picked up Mandarin and with wechat news outlets etc so feel free to check them out... http://bj.people.com.cn/n2/2020/0302/c233088-33843243.html 中关村高聚企业首席科学家、北京睿诚海汇健康科技有限公司董事长王跃驹教授说，政府支持资金到位很及时，缓解了企业研发资金短缺的困难，他将带领团队全力投入到研发中去。中关村高聚企业首席科学家、三有利和泽生物首席科学家吴祖泽院士表示，支持资金及时到位，将更好推动公司与军事科学院医学研究院、武汉大学人民医院等单位合作，完善干细胞治疗重症NCP临床研究方案及相关建议案。2019年高聚工程创新领军人才、旷视科技总裁付英波表示，会将支持资金全部用于新产品的研发，创新抗击疫情的智能解决方案。 https://mp.weixin.qq.com/s/HF9HnchPFGarh8yI5kCiGg 中关村高聚企业首席科学家、北京睿诚海汇健康科技有限公司董事长王跃驹教授说，政府支持资金到位很及时，缓解了企业研发资金短缺的困难，他将带领团队全力投入到研发中去。 Others: https://www.genengnews.com/a-lists/how-to-conquer-coronavirus-top-35-treatments-in-development/ Status: The companies on February 3 disclosed plans to develop and test a COVID-19 vaccine, combining the vaccine R&D experience—including work on the MERS-coronavirus—by CC-Pharming Chairman and chief scientific officer Kevin Wang, PhD, and iBio VP Upstream Bioprocessing Sylvain Marcel, PhD, in rapid design of manufacturing processes for biopharmaceutical production in plant-based expression systems. If successful, the research will deliver product candidates for production at iBio's FastPharming Manufacturing Facility, built in 2010 with funding from the Defense Advanced Research Projects Agency (DARPA), to establish facilities capable of rapid delivery of medical countermeasures in response to a disease pandemic. The joint effort leverages twenty-five years of vaccine research and development experience – inclusive of work on the MERS-coronavirus – by Dr. Kevin Wang (Chairman and Chief Scientific Officer, CC-Pharming) along with the decades of experience that Dr. Sylvain Marcel (VP Upstream Bioprocessing, iBio) possesses in the rapid design of manufacturing processes for biopharmaceutical production in plant-based expression systems. If successful, the research will deliver product candidates which can then be quickly produced at iBio's FastPharming Manufacturing Facility. And it goes on... [link] [comments]  |
| Posted: 04 Mar 2020 05:09 AM PST |
| Gilead going up 14% since Feb doesn't make any sense Posted: 03 Mar 2020 11:36 AM PST Even if Remdesivir is proven to be an effective cure, the profits doesn't justify the $10 billion increase in marketcap. According to their clinical trials, patients will be giving an initial 200mg dose, followed by 100mg once-daily maintenance doses for the next 9 days. Assuming the total cost of treatment per patient is $10,000 and the number of active coronavirus patients increases 10-fold to 500,000, that would only generate an extra $4.4bil in revenues for Gilead. Doesn't make sense. [link] [comments]  |
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