Stocks - r/Stocks - calling all volunteers to be mods |
- r/Stocks - calling all volunteers to be mods
- Warren Buffett is MORE LIKELY to purchase an individual airline than sell all his airline positions.
- Index or pick a handful of great companies?
- So say we flatten the curve and things greatly improve by end of month. Then what?
- Disney an early streaming winner as Americans are stuck indoors amid coronavirus pandemic
- Buying puts on ZM
- Recap of Last Week's Insider Purchasing Activity
- Markets are forward looking , but also have amnesia
- Podcasts on investing
- Boeing
- Bough 150 Carnaval Cruise (CCL) at $16 and now down ~45%, what should I do to minimize my losses? Buy a Put? If so, what strike price and expiration date?
- Airbus
- Oil Stocks will tank Tomorrow! Buying Puts?
- Dual listed companies
- Selling stocks during a crisis
- 5 Stocks Worth Watching Monday
- Nervous about dumping money into the stock market?
- Question about good websites for projections and analysis
- Picks For The LongHaul? What are yours?
- 130k in airline and BA stocks; should I sell long calls and buy FD puts to hedge?
- Stock split?
- What are your defensive stock choices?
- The market is still unraveling and there are still good opportunities for a short while we wait for the bottom. I included my thoughts in this post. What do you think is the best short to make right now?
- Invest into Real Estate companies? Wait? Or neither?
| r/Stocks - calling all volunteers to be mods Posted: 05 Apr 2020 07:00 AM PDT Link to the quarterly portfolio sticky here. I'm looking to double the amount of mods here, so at least 6 mods (maybe 7), so don't hesitate to apply, however the requirements will disqualify most users:
Bonus but not required:
How to apply: Send me a DM with an explanation on why you would be a good mod. That's it! Thanks! [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Warren Buffett is MORE LIKELY to purchase an individual airline than sell all his airline positions. Posted: 05 Apr 2020 09:49 AM PDT Here's some insight into Warren Buffett's selloff of Delta Airlines (DAL) and Southwest Airlines (LUV). The backing away from airline stocks marks something of a reversal for Warren Buffett. The investor bought more Delta stock several weeks ago. Buffett told Yahoo Finance less than a month ago that "I won't be selling airline stocks." Why did Buffett sell so many shares of DAL and LUV yesterday? Thoughts below:
Here are three things Buffett may be doing in order of likelihood:
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| Index or pick a handful of great companies? Posted: 05 Apr 2020 08:53 AM PDT I have always been an indexer—my 401k and Roth IRA are made up of low-fee index funds, and I am mostly invested in the S&P 500 (with some small cap, some mid cap, international and very little bond). But lately I've been wondering: why should I not start investing in just a *handful* of great companies that have *way* outperformed index funds over the past 20 years and have consistently returned value to shareholders over the long-term? Surely these companies will continue to outperform the market, right? Yes, I know past performance does not equal future returns. But if I am investing for the long-term (20+ years), and plan to dollar cost average biweekly into these companies, why wouldn't I do so instead of DCAing into VTI or VOO? These are the 10 companies I am considering: Microsoft, Disney, Google, Amazon, Apple, Visa, J&J, Coca-Cola, Costco, NVIDIA Tell me why I am wrong and should stick to SPY, or tell me why I am right and should go for it. Oh, and for what it's worth, I think I would still keep my 401k/IRAs invested in indexes—this would just be for my taxable brokerage account. Thanks all! [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| So say we flatten the curve and things greatly improve by end of month. Then what? Posted: 05 Apr 2020 10:16 AM PDT So say by April 30th, the curve has been flattened, things have been stabilized. What is the actual next step? Does the Government flip on a light switch and reopen the country, business as usual? Or do we stay shut down until a vaccine hits next year? I hear all this talk about flattening the curve, but not much talk of what comes next? Is this a situation of a dog that finally catches the car he has been chasing and has no idea what to do with it once he catches it? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Disney an early streaming winner as Americans are stuck indoors amid coronavirus pandemic Posted: 04 Apr 2020 06:04 PM PDT https://finance.yahoo.com/news/coronavirus-streaming-disney-144545521.html At-home entertainment is seeing a dramatic surge amid the coronavirus pandemic, with streaming platforms like Disney+ (DIS) and Netflix (NFLX) benefitting. Analytics platform EDO, Inc. surveyed 6,800 Americans from March 24 to March 28, finding that approximately 85% of respondents said their at-home television and movie consumption has increased since the coronavirus outbreak began. A fifth of surveyors added that they purchased a new streaming app as a result of the quarantine. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 04:05 AM PDT What do you guys think? Zoom is riding this rona wave but is clearly pretty sketchy in regards to data leaks to China (which they claim is an "accident") I think this could easily fall to 60-75 by summer [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Recap of Last Week's Insider Purchasing Activity Posted: 05 Apr 2020 10:50 AM PDT Hey all. We look at all of the Form 4s filed anytime an executive buys, sells, or is granted stock, to see if we can find any unusual insider compensation activity (i.e. activity that isn't part of any prearranged plans like repurchase programs, 10b5-1 plans, incentive programs, performance bonuses, yearly bonuses, etc). Last week we found W.P. Carey, Solar Capital, and Westlake Chemical Partners. 1) W. P. Carey Inc. ($WPC) - Insider Purchases*Unfortunately, we were a little slow in getting our analysis on W.P. Carey out (we found them on March 20th) as we were busy filtering through all the Executive Compensation activity, so the stock has rebounded 18% since we found them. However, they are still a prime candidate to keep an eye on as they are down significantly over the last month.* From Yahoo Finance:
W. P. Carey was having a good start to the year, reaching a peak stock price of $88.27 before crashing 44% over the last month to a closing price of $49.36 on March 20th (their closing price on March 27th was $60.34). The recent Form 4 activity shows that none of the executives' purchases were particularly large from a percentage of their total holdings standpoint, but that is because all of the executives (except for the Chief Accounting Officer) already own over $20M in stock. All of the executives except for the Chief Accounting Officer spent over $400,000 repurchasing stock while the 3 directors increased their holdings by 37%, 20%, and 11%. The only executive that did not purchase any stock is their CFO.
The individual Form 4 forms show give no explanation for the purchases, so we can assume that it isn't part of any sort of pre-arranged plan. The Proxy Statement verifies that W. P. Carey does have ownership guidelines stating that the CEO must hold 6x their annual salary in the stock, the other named executives must hold 3x their annual salary, and the Directors must hold 5x their cash retainers. Everyone except for one of the Directors holds a substantial amount more stock than they are required even after taking a 44% haircut on the stock price over the last month. \ The Chief Accounting Officers salary was not present in the most recent Proxy Statement **
W. P. Carey shows some intriguing insider purchasing activity and the substantial amount of money their top executives have invested in the company shows that they have a lot of skin in the game and are heavily incentivized to get that stock price back up to where it was before the crash. 2) Solar Capital Ltd ($SLRC) - Purchasing ActivityFrom Yahoo Finance:
Like most companies in the Asset Management industry, Solar Capital got crushed by this market downturn falling from their recent high of $21.12 down to their close of $10.62 on March 25th (a 49% decline). The recent Form 4 activity shows quite a bit of purchasing activity by the executives since the beginning of March (especially by the co-CEO, Michael Gross). The table below shows that all of the executives (and one director) made sizable 6-figure (and one 7-figure) purchases (except for the Chief Compliance Officer) and all made very sizable percentage increases to their holdings.
You will notice above that Mr. Gross made a 7-figure "indirect" purchase on top of his almost $800,000 direct purchase. Looking into his Form 4 shows us that most of that indirect ownership is through the Employee Stock Plan, Solar Capital Investors, and Solar Capital Investors 2, which both him and the other co-CEO, Bruce Spohler, have an ownership stake in. According to their Proxy Statement, it does not appear that Solar Capital has any ownership guidelines. This leads us to believe that these executive purchases could have been made because the executives believe the stock is at a great buying price. 3) Westlake Chemical Partners ($WLKP) - Purchasing ActivityFrom Yahoo Finance:
Westlake has had a rough start to the year. They have fallen from a stock price of $22.81 at the start of the year down to a low of $10.31 before making their way back up to a closing price of $16.08 at the close of the market on March 25th. Over the last two weeks, there has been a substantial amount of executive purchasing activity at $WLKP (Form 4 activity here). The purchasing was led by the CEO who bought up nearly $1,000,000 worth of shares between March 10th and March 24th as the stock continued its decline. None of the other purchases were particularly large from a dollar value perspective, but they all notably increased their amount of shares owned from a percentage perspective. We also find that Randy Woelfel, the sole director that made purchases, bought stock in the company for the first time (at a very good price too).
Taking a look at the CEO's Form 4, we first can verify that these purchases were not part of any pre-arranged plans. We also notice that Mr. Chao and his family own a significant number of shares through other entities and trusts. We couldn't find any proxy statements for Westlake, but their 10-K does not mention any ownership guidelines that require executives and directors to own a certain amount of stock. It appears that these executives may just believe the stock is at a very good price point and are buying it up. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Markets are forward looking , but also have amnesia Posted: 05 Apr 2020 08:20 AM PDT Recession/depression within months . Stocks sell off 30% . 1 month later it goes back up before the recession even hits. If the markets went down because people think companies will fail over the next year , why buy back into them before that happens . It's like hearing there will be a hurricane in 3 weeks. Everyone boards up their widows. 2 weeks later they remove the boards. I understand markets are forward looking , but they forget what they saw a moment after they saw it [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 11:13 AM PDT Are there any good (active) podcasts that talk stocks? If so, give me your recommendations. I'm new into investing and I was hoping I could come across a podcast or two to help learn stuff and keep up with what's going on now. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 08:24 AM PDT Seems like one of the best value picks right now. Down over 200 per share even from this year and it has contracts with the government. Who else likes it? Really considering dumping a decent amount into it. I just feel like it's one of those companies that won't die. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 08:50 AM PDT Just trying to minimize my losses been trading stocks for awhile but relatively new to options. Any advice would be appreciated! [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 07:17 AM PDT Is airbus a long term buy at 13? This company has already been deemed as too big to fail similar to Boeing. Or are we safer investing in JETS ETF? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Oil Stocks will tank Tomorrow! Buying Puts? Posted: 05 Apr 2020 01:22 PM PDT Tensions between Russia and Saudia Arabia have increased once again and the scheduled OPEC meeting has been moved to maybe Thursday. Anyone considering buying puts on XOM or others? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 11:45 AM PDT As a canadian I was wondering if it's better to buy a or nyse ticker if a company has both. I know about Norbert gambit to get currency exchange for cheaper than institutions rate will give you. What I'm wondering is are the two tickers mirror images or are they independent but coincidentally mirroring because they are the same company across both tickers? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Selling stocks during a crisis Posted: 05 Apr 2020 10:51 AM PDT Hi guys, I'm in my late 20s and still a novice in trading stocks so please bare with me. I have a question in regard to buying/selling stocks when the economy isnt doing well. Since most stocks bounce back up later on, why do a couple of sites (i.e. https://www.investors.com/how-to-invest/investors-corner/still-the-no-1-rule-for-stock-investors-always-cut-your-losses-short/) insist on selling your stocks now to 'cut your losses'? These articles are directed to the general population than a specific group so I'm a bit confused by the advice. For example, I bought Disney stocks when prices dropped by $40/stock. Little did I know that it would continue to drop due to the crisis. But wouldn't it still be better if I just waited it out? If it were a smaller company I'd understand the reasoning behind it.. Edit: added a word [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5 Stocks Worth Watching Monday Posted: 05 Apr 2020 09:33 AM PDT TSLA- Thursday night was unlike anything I'd seen after hours. Friday brought us back to reality. What does Monday bring- another surge to $500+, or more of a sell off from Friday? Lots of people (myself included) "waiting" to buy in once it gets to $400. One of the most turbulent stocks out there, and Musk is supremely confident in the brands ability in Q2 and beyond. FANG- everyone is supremely bullish on them, and I feel like I've waited too long, but they're still well below their 52 week high. I don't know much about fracking, other than that it's extremely controversial. Floating around $32 right now, is that a good buy in point? DAL- Buffet's sell off sent a lot of people into a tizzy, but based on what I'm seeing, the amount he sold was a strategic number to avoid "insider trading rules" of some sort. They still seem to be a much safer bet than AAL or UA, and they've dipped below $20/share. Is Monday a good time to strike and hold on for the long haul? DEAC- The parent company of FanDuel has been a big talking point in these forums. With MGM and ElDorado looking like a marriage about to happen, no one knows which of the two stocks will be more valuable. PENN is everyone's favorite courtesy of Dave Portnoy and his corny ass "DaVeY DaY TrAdEr" schtick, but it's supremely volatile, and I just wait for it to fall under $10 and sell it off later (done that a couple times). 52 week high of $19.20 for DEAC, but it is relatively knee and I only put it on here because of all the discussions I've seen around it. CCL- the cheapest of the big 3 in the cruise industry, they're down a mind boggling 83% the last three months. No bailout money, but they're not alone. They seem to be the biggest of the 3 despite their low stock price, and cruises are already filling up reservations for 2021. Tie that in with the low price of oil right now (Sidebar- I'm in on XOM because oil just can't stay this low forever) and they may be a steal under $10. It'll be a long row, but even making up 1/2 their losses would be a huge win for investors. Would love to hear some thoughts from you all. My portfolio: BA AAPL XOM DIS MSFT CPE 1/15/21 $7.50 call on BLMN @ $2.15 [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Nervous about dumping money into the stock market? Posted: 05 Apr 2020 08:11 AM PDT I have been swing trading for a few years now, nothing major. At most 10 shares at a time. Looking at the numbers, now is the time to invest in almost every business...but mainly airlines. I have invested $2,000 so far and plan on investing all of trumps $1,200 check. On paper, i will make a lot of money when the markets return. But I am nervous about putting more money in, due to the increasing chance of the businesses failing. How are you guys reacting to the markets now? Are you going all in or being more reserved? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Question about good websites for projections and analysis Posted: 05 Apr 2020 11:58 AM PDT New to trading. There are too many websites to keep track of for learning about what the analysts are saying, whether a stock is a strong sell or buy, stock forecasts, etc. What are the best sites for getting quick updates on all that? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Picks For The LongHaul? What are yours? Posted: 05 Apr 2020 07:50 AM PDT FYI: I'm relatively new to stocks but I wanted to build a strong portfolio. I was going to go with 3 Bluechip stocks, 1-2 Dividend stocks and then use the rest of my money to invest in a couple small businesses that have a strong future during and after this pandemic. Bluechips: AAPL,MSFT,SHOP or GOOG ETF:SPHD or PCEF Others: DENN,ENPH,LULU,SYY I just wanted some opinions on what you think of these, I would love to share my reasoning/ hear your reasoning on why or why not to buy. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 130k in airline and BA stocks; should I sell long calls and buy FD puts to hedge? Posted: 04 Apr 2020 04:01 PM PDT Like the title says; I have 130k in AA, UAL , Delta and BA stocks; should I sell long calls and buy FD puts to hedge? Or should I cut my loses and run. I am down 20% at this time and this is my all portfolio. I was thinking of selling by weekly 10% OTM calls and buying weekly in the money puts to hedge. Or is this bad, and should I sell it all at this point and go cash? Thoughts? . Here are positions [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 10:41 AM PDT Hi all Hope you are all doing well. I have a question regarding stock splits If the company decides to do so When does it hapen. after the dividend payment..before...random time? Is it announced that it will hapen? Are there companies you think it could happen this year? Thanks [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| What are your defensive stock choices? Posted: 05 Apr 2020 02:06 PM PDT What stocks do you see standing the test of time? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 05 Apr 2020 06:34 AM PDT My thoughts are that DAL and LUV might still be a good short. If Buffet is bailing, then he doesn't think that we've reached bottom yet...but there are probably safer and better opportunities out there, as we must be close. I was considering shorting some oil ETN's and leveraged ETFs. They seem to have mostly already tanked by the time I found them. Visa might be a good short. Car lenders is also interesting. I'm starting to look into mREITs and nonprime lenders. What's do you think best short out there right now? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Invest into Real Estate companies? Wait? Or neither? Posted: 05 Apr 2020 01:44 PM PDT Obviously with unemployment skyrocketing because the Coronavirus sweeping through the country, there's a money shortage and no one is buying houses, apartments, etc. Would it be wise to follow these real estate finance companies and buy their stock when its low in expectation that it'll jump up with enough time? (long run most likely) Or just avoid it altogether because some might go bankrupt. [link] [comments]  |
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