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.
- JC Penney likely to file bankruptcy friday, likely to close 200 out of 840 stores
- Luckin Coffee fires CEO, COO after sales fraud investigation
- What if Japan style collapse comes to America and the market goes down/sideways for the next 20-30 years?
- NYT: Fed to start buying ETFs
- Druckenmiller Says Risk-Reward in Stocks Is Worst He’s Seen
- The We Company (WeWork) has been basically shut down for over a month now, and I haven't heard any news about them. They still have to pay for their rent obligations, right?
- $ 100 invested in Spy, Nasdaq and in each of the SPDR sector from the beginning of the last bull run
- Uber Makes Takeover Approach to GrubHub
- JPMorgan to Raise Up to $3 Billion for Real Estate Credit Fund
- Do you guys know of any investing app that is available in Slovenia? Thanks!
- Where can I check the stocks inside an index ?
- How would you invest if you are bullish on the SEA region over the next 5-10 years?
- Learning from past market cycles
- U.S. Budget Deficit Widened to $1.935 Trillion in 12 Months Through April
- George Soros Bets big on DraftKings
- Blackstone Group (BX) Index Inclusion
- Disney
- AMC’s stock soars after report Amazon held merger talks
- Context on P/E Ratios
- AbbVie jumping as Allergan Deal Closes
- Why do analysts advise Shell stock (RDS.A) to be a better buy than Exxon?
- MARRIOTT long?
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 12 May 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]  |
| JC Penney likely to file bankruptcy friday, likely to close 200 out of 840 stores Posted: 12 May 2020 04:55 PM PDT |
| Luckin Coffee fires CEO, COO after sales fraud investigation Posted: 12 May 2020 09:20 AM PDT |
| Posted: 12 May 2020 05:01 PM PDT What if Japan style collapse comes to America and the market goes down/sideways for the next 20-30 years? Let's just assume for a moment that this happens and avoid a debate about whether or not it will: what does this mean for investing strategy which, up until the crash, was to just buy and hold a diversified portfolio and assume 8-9% annual nominal returns? The Nikkei 225 has returned a total of -50% (yes, negative) over the past 30 years though deflation and stronger yen relative to other currencies may have blunted some of that impact. Only from 2011-2019 did the Nikkei return a respectable 7-7.5% pa. At what point would you pull your money from the market and put it into cash or bonds? One strategy is to ensure geographical diversification and invest in other developed and emerging markets - but many of them are tied to the US so it may not provide much of a hedge. EDIT: My point is not about whether this will happen or not, but to have a plan for scenarios that could be increasingly likely given the unprecedented run up in the Fed's balance sheet and long term effects of economic shutdown [link] [comments]  |
| Posted: 12 May 2020 05:49 AM PDT https://www.nytimes.com/2020/05/12/business/dealbook/fed-bond-etf.html Today is a big day for the central bank, which will buy corporate bonds for the first time in its history. Its corporate bond-buying program was announced in March, as part of a package of pandemic rescue measures. The Fed will start with bond E.T.F.s. Most purchases will be in funds that hold investment-grade debt, the central bank said, but it will dabble in junk bonds. Direct purchases of corporate debt will follow. • The program, which is managed by BlackRock, will take $75 billion in equity from the Treasury and leverage it 10-to-1, giving it up to $750 billion to play with. [link] [comments]  |
| Druckenmiller Says Risk-Reward in Stocks Is Worst He’s Seen Posted: 12 May 2020 08:17 PM PDT Stan Druckenmiller said the risk-reward calculation for equities is the worst he's seen in his career, and that the government stimulus programs won't be enough to overcome real world economic problems. "The consensus out there seems to be: 'Don't worry, the Fed has your back,'" said Druckenmiller on Tuesday during a webcast held by The Economic Club of New York. "There's only one problem with that: our analysis says it's not true." While traders think there is "massive" liquidity and that the stimulus programs are big enough to solve the problems facing the U.S., the economic effects of the coronavirus are likely to be long lasting and will lead to a slew of bankruptcies, he said. "I pray I'm wrong on this, but I just think that the V-out is a fantasy," the legendary hedge fund manager said, referring to a V-shaped recovery. Druckenmiller's remarks are among the strongest comments yet by a Wall Street heavyweight on the bleak outlook facing the U.S. They also stand in contrast to the optimism that has pushed the S&P 500 Index to rally almost 30% since its March low even as the pandemic has brought the economy to a standstill, seized up credit markets and ended the longest bull market in history. The damage spurred the Federal Reserve to unveil a raft of emergency lending programs and Congress to unleash almost $3 trillion in stimulus funds. But those programs aren't likely to spur future economic growth, Druckenmiller said. "It was basically a combination of transfer payments to individuals, basically paying them more not to work than to work," he said. "And in addition to that, it was a bunch of payments to zombie companies to keep them alive." Druckenmiller said he thinks that the current liquidity will soon shrink as U.S. Treasury borrowing crowds out the private economy and even overwhelms Fed purchases. Druckenmiller, 66, the former chief strategist for George Soros, converted his hedge fund into Duquesne Family Office in 2010. His long-term track record, making returns of about 30% a year over three decades, established him as one of the world's top money mangers. He has an estimated net worth of $5.8 billion, according to the Bloomberg Billionaires Index. Like other investors and Wall Street executives, Druckenmiller agrees that the pandemic will lead to more regulation and higher taxes. Read more: Wall Street Titans See Tax Hikes Whether They Like Them or Not Other highlights from the Druckenmiller interview: In the future, he said he wouldn't be surprised if the Trump administration's response to the coronavirus outbreak becomes the "poster child for the worst public policy decisions ever made from a cost-benefit analysis." On a relative basis, he's as bullish on long-short strategies as he's been in 10 years. "That's partly because I'm worried about everything else," he said. Druckenmiller was also bullish on Amazon.com Inc., saying people should be thankful that the company exists right now given the number of jobs created. He also praised its transition to less profitable, essential-needs products without raising prices. [link] [comments]  |
| Posted: 12 May 2020 03:37 PM PDT I guess they've been paying their rent, but they can't sustain that with barely any income coming in, and they're already running on debt and aren't turning a profit. Adam Neuman is planning on suing SoftBank (somehow) over not paying Neuman $3,000,000,000 for running the company into the ground and losing billions of dollars in investments. I don't really see their new CEO being able to do too much, he has had a career in real estate but not with a company like this which is losing so much money. What are your thoughts? Think this is the end? Or will they be able to turn it aroun? [link] [comments]  |
| $ 100 invested in Spy, Nasdaq and in each of the SPDR sector from the beginning of the last bull run Posted: 13 May 2020 03:22 AM PDT I made this on python using yahoo finance data from the 9th March of 2009 (when available) to last friday and I thought it may interest to someone in the sub. Here's the link [link] [comments]  |
| Uber Makes Takeover Approach to GrubHub Posted: 12 May 2020 08:19 AM PDT GrubHub up 25% and Uber up 5.25%. All stock deal. Fail to see how there is any operating leverage to this business. Scale does not seem to have many benefits, but I could be wrong. [link] [comments]  |
| JPMorgan to Raise Up to $3 Billion for Real Estate Credit Fund Posted: 12 May 2020 12:30 PM PDT |
| Do you guys know of any investing app that is available in Slovenia? Thanks! Posted: 13 May 2020 02:12 AM PDT |
| Where can I check the stocks inside an index ? Posted: 13 May 2020 01:25 AM PDT Hi, I'm a forex trader and I'm interested on stock trading. I've reading up on some books and doing research, and what I understand is that indexes contains a basket of stocks, inside that are some undervalued and overvalued stocks. I came across several indexes and vanguard was the one everyone are recommending in a few forums and subs. I just want to know is there any websites or resources where I can check what are the stocks inside the indexes, like vanguard, blackrock or any others. I keep googling, but only get directed to buy an index or the index price, but not to check what's inside the index. I tried the wiki, but could not find it or maybe I'm not bright enough to look at it. IIRC, I came across a website that shows the stocks inside the indexes, but I couldn't find it again now. [link] [comments]  |
| How would you invest if you are bullish on the SEA region over the next 5-10 years? Posted: 13 May 2020 03:07 AM PDT How would you invest into Southeast Asia, particularly Vietnam if you're bullish on it's growth over the next 5-10 years? [link] [comments]  |
| Learning from past market cycles Posted: 12 May 2020 11:17 PM PDT TLDR - Using past market cycle averages to help understand where the current market is heading. My prediction is the bear market will start mid June with $SPY around 305.00. Agree or disagree would love some thoughts on the information below. I've been trying to review past market cycles in hopes to better understand what to expect in the coming months by reading Jeremy Siegel's stocks for the long run Having trouble posting a picture of the table but for reference it's on pg 173 Here are some statistics from the past 10 market cycles starting in 1948
I understand these are unusual times that may change our market cycle because of the following reasons.
Along with a few of factors but you get the point Facts
As I said earlier I understand that times are different but history is pointing towards a bear market in the coming months ( my guess is mid June). What I'm looking to start a conversation about is, can this be kept up forever? For the people who are bullish over the next 12 month period why? And the people who are bearish what are your thoughts on this information? Is it a good reference? Are you using any other metrics to help with your predictions? Let me know what you guys are thinking If you're still reading at this point thanks for sticking it out [link] [comments]  |
| U.S. Budget Deficit Widened to $1.935 Trillion in 12 Months Through April Posted: 12 May 2020 12:40 PM PDT The budget deficit soared to a record $1.935 trillion in the 12 months through April as the U.S. ramped up spending and cut taxes to counter the economic slowdown and revenue dropped. Spending climbed to $979.71 billion in April, a monthly record, as government aid to businesses and households hit by the coronavirus pandemic started to kick in. By comparison, monthly spending averaged $384 billion in the previous year. At the same time, revenue plunged to $241.86 billion, down 55% from April 2019. That left a deficit of $737.85 billion for the month. [link] [comments]  |
| George Soros Bets big on DraftKings Posted: 12 May 2020 02:04 PM PDT (Bloomberg) -- George Soros has a $66 million stake in DraftKings Inc., one of several big-name investors to receive shares in the sports-betting company through a deal that took it public last month. Quantum Partners, an investment vehicle run by Soros Fund Management, holds 2.7 million DraftKings Class A shares, according to a filing last week with the U.S. Securities and Exchange Commission. A spokesman declined to comment on behalf of Soros Fund Management, which oversees investments on behalf of the 89-year-old philanthropist and his family. DraftKings has expanded its investor base beyond the sports world as it competes in the growing market for legal online wagering. The company, which began in 2012 as a fantasy-sports platform, drew startup investments from Major League Baseball as well as Jerry Jones and Robert Kraft, owners of the National Football League's Dallas Cowboys and New England Patriots, respectively, prior to the reverse merger last month with blank-check company Diamond Eagle Acquisition Corp. Soros Fund Management, which oversees roughly $25 billion, has been investing more conservatively under Dawn Fitzpatrick, its chief investment officer since 2017. But the firm made at least one other opportunistic investment amid the coronavirus pandemic, disclosing last quarter that it held 2.7 million shares of Peloton Interactive Inc., the supplier of upscale stationary bikes and related online workout programs. The stock has since soared 58%, lifting the value of the stake to $117 million. DraftKings is up 40% since the Boston-based company went public through a reverse merger on April 23. Mousse Partners, the family office that invests the Chanel fortune for the Wertheimers, holds $88 million in shares, the filing shows. Michael Gordon, a former money manager with Jeffrey Vinik's hedge fund, has a stake of almost $20 million. Kraft's DraftKings holding is larger than that of his NFL rival, according to the filing. Kraft and his sons Jonathan and Daniel own 3.53 million shares while Legends Hospitality, an investment vehicle set up by the Cowboys and the New York Yankees, has 194,867. Several owners of pro-basketball teams are also listed as investors in DraftKings for the first time. Madison Square Garden Entertainment Corp., controlled by the Dolan family that owns the New York Knicks, indirectly has almost 1.5 million shares. Stephen Pagliuca, co-chairman of Bain Capital and a co-owner of the Boston Celtics, has about 566,000 shares through a partnership with Anastasios Parafestas, the head of Bollard Group. Representatives for the investors either declined to comment or didn't return telephone calls. For more articles like this, please visit us at bloomberg.com Subscribe now to stay ahead with the most trusted business news source. ©2020 Bloomberg L.P. https://finance.yahoo.com/news/george-soros-wagers-sports-betting-214123512.html [link] [comments]  |
| Blackstone Group (BX) Index Inclusion Posted: 12 May 2020 10:57 PM PDT I'm curious to know why BX isn't in the S&P 500 index - seems that it meets the criteria for inclusion and is a top ~120 company in the US given it's $57bn market cap. Anyone know why this is the case? [link] [comments]  |
| Posted: 12 May 2020 08:34 AM PDT I consider myself a bit of a Disney insider having owned the stock for years and being a big fan of the parks. I follow a lot of Disney blogs. Suffice it to say a lot of American park fans were hoping for a June 1 opening since that's when Disney was allowing bookings. 2 days ago they stopped allowing bookings for June and moved that to July. Today I read headlines - "Disney may reopen in July" on Seeking Alpha and others. Disney stock keeps going up despite no announcement on reopening. Disclaimer, I sold all my Disney stock at $107 with a plan to rebuy the dip, so I may just be bitter. I just don't understand investing in this environment where every bit of bad news is spun into a positive. I look at the extreme measures they're taking at Shanghai Disney and just cannot fathom sweaty Floridians following those mandates. I don't even think I could tolerate a mask in Orlando in August, and I wear one all day at the hospital where I work. Disney just announced they're scrapping more theater releases in favor of Disney Plus (Hamilton), so it's clear they're not confident in the theater model in the medium term. What say you? Was I wrong to fight the uptrends which seem unstoppable? [link] [comments]  |
| AMC’s stock soars after report Amazon held merger talks Posted: 12 May 2020 06:57 AM PDT Even when no one is expected to go to a movie theater or a bar in the coming months - news like this can send a stock sky-rocketing. How much weight do you put to rumored M&A? This would be classified as a good time to buy - but are the risks for an actual deal never happening too high to stay away? [link] [comments]  |
| Posted: 12 May 2020 10:07 PM PDT When referring to P/E ratios, I often hear that an individual is buying the stock hoping to "earning for the next **insert time frame here**"..... I understand the P/E are a reflection of going price versus the underlying earnings of a company. A lower P/E is considered better. But I'm confused on how this metric can explain earning over the course of 5 years, 10 years, 60 years. Can someone provide some context? [link] [comments]  |
| AbbVie jumping as Allergan Deal Closes Posted: 12 May 2020 07:05 PM PDT Following the latest results, AbbVie's ten analysts are now forecasting revenues of US$39.7b in 2020. This would be a solid 16% improvement in sales compared to the last 12 months. Additionally, with its mega-merger with Allergan finally in the books, AbbVie is officially a colossus with a bustling drug portfolio and a few strategic hurdles in its immediate future. [link] [comments]  |
| Why do analysts advise Shell stock (RDS.A) to be a better buy than Exxon? Posted: 13 May 2020 03:20 AM PDT |
| Posted: 13 May 2020 02:55 AM PDT What are your thoughts on Marriott short and long term? I just put a bunch of cash in it after their last earnings report and little dip. [link] [comments]  |
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