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.
- Warren Buffett's Berkshire Hathaway sells 12.9M Delta shares and 2.3M Southwest shares.
- Buffet at the Buffet table. Calling It now, BRK will take Majority stake in an airline
- The $260 Trillion disaster no one is looking at.
- "Dow 15,000 very likely as coronavirus pandemic hits U.S. economy"
- Why America 1.3 trillion dollars car loan market cannot avoid a pile-up?
- China’s unemployment crisis mounts, but nobody knows true number of jobless
- Putin says Russia ready to cooperate on cutting oil production
- Here Is a List of Companies That Have Suspended Dividends or Stopped Stock Buybacks in April
- The 3M hype is complete BULLshit
- Lots of TSLA and UBER long holders here, everything about that stock is telling me to avoid. Anyone happy to explain why they’re buying/holding right now?
- Buffet sold 18% of DAL stake
- Why is Warren Buffet selling $390 million in delta stock among other airlines - A rare move from a long-term value investor - does he think Airlines will go bankrupt?
- Best way to go long on gold?
- Are we totally done with Luckin?
- Will there be a sell-off when people dip into their 401K?
- Heavy Weight Truck Sales Fall to Lowest Level Since 2011
- Mortgage Firms Teeter Near Crisis That Regulators Saw Coming
- Portfolio consisting of 50% tech stocks (pros and cons discussion)
- VIX Reaction
- Here come the corporate bond downgrades
- How low oil prices could go if OPEC + Russia failed to reach an agreement
- For those of you holding OTM May/June/July SPY puts, what is your exit strategy?
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 04 Apr 2020 05:10 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]  |
| Warren Buffett's Berkshire Hathaway sells 12.9M Delta shares and 2.3M Southwest shares. Posted: 03 Apr 2020 03:05 PM PDT Saw there was another post but it didn't mention LUV as well. [link] [comments]  |
| Buffet at the Buffet table. Calling It now, BRK will take Majority stake in an airline Posted: 03 Apr 2020 09:17 PM PDT Calling it, Warren Buffet / BRK to take majority stake in an airline He just dumped his stocks in Delta and South West to bring them both down to just below the minimum reporting requirements. My theory is that he might be setting himself up to bag a major position in an airline ranging from anywhere between 30 - 50% of the company and probably combine that with warrants or some kind of liquidity injection with convertible bonds to help with their liquidity issues. Why he sold stock? He's probably in the midst of negotiations, with these airlines and trying to decide which will offer him the best deal, and whichever he goes with, he probably wont want to own over 10% of the other, because that would bring down the industry diversity of his portfolio. Thoughts? [link] [comments]  |
| The $260 Trillion disaster no one is looking at. Posted: 03 Apr 2020 03:26 PM PDT Thanks to u/alexandros_christ for posting some good stuff at: https://www.reddit.com/r/investing/comments/fu6dyj/560_billion_of_investmentgrade_corporate_bonds/ I made some comments over there, but it made me want to put all the thoughts I've been having into one post. My background. Not much. I have a BA in Economics (which does not in the least bit qualify me to talk about all of this), have traded off and on since ~2007, manage all of my own retirement account (wow...so smart), and can generally understand numbers and complex things if given enough time to study them. Every person in r/investing has been giving their 2 cents on the market lately, so I'll chime in with mine. Here are a list of issues I see developing over the next 12-18 months. They all go back to what is essentially a $260 Trillion dollar industry. That's the estimate of worldwide debt as of last quarter. We could have smashed through that number already, who knows. What I'm seeing in these following issues amounts to a ton of defaults and a freezing up of the thing that essentially makes the wheels of the global economy go around. If this pandemic and lockdown keep going, the price of the Nasdaq and S&P 500 are going to be irrelevant.
I could go on FOR DAYS on this. There are so many underlying, systemic issues that this crisis is going to bring to the forefront. One thing that I'm terrified/interested to see unfold is the fate of the USD over the next little while. The Fed has basically gone through their entire playbook from the GFC. Target rates are already 0%, and they are going to blast through any amount of expansive policy that they ever engaged in 10 years ago. On top of an ever increasing "supply" of USD, there is a market that is going to see a dramatic drop in "demand" of USD....oil. If you don't know anything about the petrodollar, pop some popcorn, and fall down a youtube wormhole and feel the dread sink in. I feel like OPEC is gonna get their crap straightened out, and the price of oil is going to stabilize, but there are so many industries that are shut down right now that guzzle a ton of oil. On top of that, about 50% of the world is on a lockdown, and consuming a fraction of the oil they normally would. A decrease in demand for the dollar, combined with a dramatic increase in the supply of the dollar and an ongoing recession is a recipe for a nightmare I can't even fathom. Thankfully the USD is basically what the global economy relies on, so I don't think any government, no matter how malicious they may be, will allow it to collapse. I want to finish this all of by saying that I ABSOLUTELY hope I'm wrong on every single one of those things. I 100% hope, pray, wish that a cure/vaccine/treatment were discovered yesterday. I've heard stories of how dreadful this disease is, and it makes me deeply sad to know that millions of people are going to have to deal with it before all is said and done. TL;DR - The credit market is WAY more important than the equity market and much larger. Spend less time looking at the price of the S&P 500 and look at the asset sheet of the Fed, bond yields, foreclosure amounts, etc. Bonus. This is what my big "gamble" is right now. I've been rolling a bit of money into SLV (a "paper" silver fund). Just look at the price of silver in the early 80s. It was insane, and we are entering into some of the same monetary territory that we had back then. (Someone has made a great comment as to why the price spiked back then. Good read. It also reached around $47 in 2011 during the GFC) Edit: Words [link] [comments]  |
| "Dow 15,000 very likely as coronavirus pandemic hits U.S. economy" Posted: 03 Apr 2020 01:01 PM PDT |
| Why America 1.3 trillion dollars car loan market cannot avoid a pile-up? Posted: 04 Apr 2020 04:10 AM PDT |
| China’s unemployment crisis mounts, but nobody knows true number of jobless Posted: 03 Apr 2020 01:04 PM PDT
[link] [comments]  |
| Putin says Russia ready to cooperate on cutting oil production Posted: 03 Apr 2020 03:19 PM PDT https://news.yahoo.com/putin-says-russia-ready-cooperate-cutting-oil-production-203243929.html However there is a catch - only if the US and Saudi agree to cut the production together. [link] [comments]  |
| Here Is a List of Companies That Have Suspended Dividends or Stopped Stock Buybacks in April Posted: 04 Apr 2020 04:27 AM PDT |
| The 3M hype is complete BULLshit Posted: 04 Apr 2020 12:24 AM PDT M3 stock is being talked a lot about because private companies and most notably, the government, have placed orders on their facemasks, but buying the stock based on that fact is complete suicide. Let me elaborate. 3M primarily sells building materials and equipment, facemasks only make up a very tiny percent of their sales, and the profit margin of facemasks are very small as they are mass-produced, especially with the government as a client with an agreed price. Also, they are not able to meet demand as some of the manufacturing is outsourced and materials are imported mainly from China. Their sale of facemasks will not have a noticeable impact on the company's 30 billion in revenue. So don't be fooled by the bullish headlines about how the 3M company will profit from the Rona crisis, because it probably won't. [link] [comments]  |
| Posted: 03 Apr 2020 09:57 AM PDT |
| Posted: 03 Apr 2020 02:40 PM PDT |
| Posted: 04 Apr 2020 04:01 AM PDT |
| Posted: 03 Apr 2020 10:29 PM PDT I want to go long on gold. I currently hold UGLD (3x leverage). Not particularly interested in gold mining stocks. Hoping for insight or suggestions on the topic. [link] [comments]  |
| Are we totally done with Luckin? Posted: 03 Apr 2020 12:04 PM PDT I know this isn't your textbook Buffett situation—buy 'em when they're beaten down sort of thing. It's fraud. We can't trust their books. I get that. But I'd be equally suspicious of anyone who's totally sure that this company is only worth $1.6B. All of their VC debt was converted to stock so they basically have no debt outside operating losses. Which, yes, are bigger than we know right now. But that doesn't change the fact that they have almost 5,000 stores! Even if the business model is tainted it can be remedied by revamped management. Lest LK descend into bankruptcy, which I highly doubt China will allow, I'm wondering whether this is actually a time to keep an eye on them. What are your thoughts? [link] [comments]  |
| Will there be a sell-off when people dip into their 401K? Posted: 03 Apr 2020 02:52 PM PDT If people are unemployed for protracted period, and they can dip into their 401K without penalty, do you think this would this create a wave of sell-off? [link] [comments]  |
| Heavy Weight Truck Sales Fall to Lowest Level Since 2011 Posted: 03 Apr 2020 09:23 AM PDT https://fred.stlouisfed.org/series/HTRUCKSSAAR Yet another indicator that we're headed for recession. [link] [comments]  |
| Mortgage Firms Teeter Near Crisis That Regulators Saw Coming Posted: 03 Apr 2020 11:42 AM PDT
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| Portfolio consisting of 50% tech stocks (pros and cons discussion) Posted: 03 Apr 2020 02:28 PM PDT With all the talk of 5G, IoT, AI and new software dominating the markets for the next decade, would it be a mistake to build a portfolio that for 50% consists of stocks in the tech field or would it be the best move in order to try and get the most returns? Examples of the tech stocks I am referring to: Alphabet... Microsoft... Apple... Nvidea... Honeywell... Qualcomm... Intel... Facebook... Baidu... AMD... Micron... The risk should be obvious, with so many companies in the same sector it makes a portfolio incredibly vulnerable to a sudden collapse. Another risk is the fact that most of these companies are competing with each other on one or multiple fronts, which means that not all of them can come out on top and give the return on investment so many are hoping for. The upsides are just as obvious though, the tech sector is growing at an incredible rate and the development of new technologies will continue to become a bigger and bigger part of the every day life of people. Investing in these companies is an investment in the present, but even more so in the future of the market. What is your opinion on this? How are you building your portfolio with an eye for the future? [link] [comments]  |
| Posted: 03 Apr 2020 01:50 PM PDT Could someone please explain why the VIX isn't reacting violently during these crazy times? [link] [comments]  |
| Here come the corporate bond downgrades Posted: 03 Apr 2020 02:45 PM PDT Corporate Bond Downgrades Grow as Coronavirus Spreads Eating popcorn and watching this unfold. [link] [comments]  |
| How low oil prices could go if OPEC + Russia failed to reach an agreement Posted: 03 Apr 2020 06:57 AM PDT I think the market is too optimistic. Russia won't budge. In fact, American Shale Oil companies are collapsing at the moment. Why would Saudi and Russia make a concession? Their real target has always been the US companies and their strategy is working at the moment. Why would they stop now? They could have done it when the crude prices dropped to $30. [link] [comments]  |
| For those of you holding OTM May/June/July SPY puts, what is your exit strategy? Posted: 03 Apr 2020 02:03 PM PDT When is the earliest you would sell and why? My overall assumption for buying these was because the mkt would pull back to at least 200 on spy over the next 6 weeks. I've got puts with strikes ranging from 245 (April) all the way down to 180 (July) which I purchased when IV was relatively low over the last two weeks, 4 different times. So far they're down big, off 4% for the ones purchased yesterday, to off 75% for those purchased about 2 weeks ago. I realize I paid a premium for these at the time to get that longer expiration, but I did so thinking I wasn't smart enough to time the second big fall. I do have conviction however that the mkt will dive another 20% at least before hitting bottom. [link] [comments]  |
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