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.
- NVIDIA Shares Reach All-Time High as Notebooks Account For 30% Revenue
- Bill Gates' 13F: AMZN, AAPL, BABA, GOOGL, TWTR
- Why did Microsoft trade sideways from 1998 to 2013? I thought the company was doing extremely well throughout those years? Shouldn't it have gone way up?
- Commercial Tenant Defaults start Rolling In -- Structured Products and Collateral Pain To Follow
- Nasdaq is on pace to set a new alltime high this week. Am I the only one who thinks this pandemic investing boom is going to crash harder than any crash we have ever seen?
- May 23, 2020 | Sentiment of the Subreddit
- what do you guys normally tell to people who were skeptical of investing?
- "Moderna unveiled encouraging coronavirus vaccine results. Then top execs dumped nearly $30 million of stock"
- What is the effect of dividend taxes on share prices
- How to evaluate a company's worth? VITQ?
- Valuable lesson #1: Wait. Patience really is a virtue.
- How, mechanically, does Vanguard's "the funds own the company" work?
- For those of you who write options frequently, what broker do you use?
- Is there *interest* in an investing online course?
- How has mom and pop pizzerias managed to stay in business despite large pizza chains?
- YouTube Video: "How Harley-Davidson Killed Itself "
- Free share on Freetrade
- Emerging Drone Market
- Wealthfront or Marcus?
- End Of Day Charting Software
- The weight of dividend-payers in cap-weighted indexes
- Reading on economists takes if we’re heading for L or V-shaped recovery. What are some best oped you’ve read?
- On the VectoIQ (VTIQ) & Nikola Corp train? Follow & share updates at r/NikolaCorporation.
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 23 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]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NVIDIA Shares Reach All-Time High as Notebooks Account For 30% Revenue Posted: 24 May 2020 12:17 AM PDT
https://www.hardwaretimes.com/nvidia-shares-reach-all-time-high-as-notebooks-account-for-30-revenue/ [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Bill Gates' 13F: AMZN, AAPL, BABA, GOOGL, TWTR Posted: 23 May 2020 09:57 PM PDT In addition the foundation reduced exposure in BRK.B For the complete list, see https://www.sec.gov/Archives/edgar/data/1166559/000110465920062657/xslForm13F_X01/a20-19882_1informationtable.xml It is interesting to see the move into GOOGL and AMZN. I believe Seth Klarman did something similar. What do you think? Are these names still a bargain? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 23 May 2020 02:31 PM PDT I was looking at a stock chart showing how Microsoft traded for $30ish in 1998 and still for $30ish all the way to 2013. That's 15 years of flat trading. I thought Microsoft was the hottest company ever during that time period? Everybody, and I mean everybody, was buying a personal computer during that time. Xbox was selling extremely well too. Windows was the staple of every office worldwide. Why wasn't that boom reflected in the stock price? 1) Why did their stock trade sideways and not go through the roof even though they were dominating the market during that time period? 2) Why is it now going through the roof? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Commercial Tenant Defaults start Rolling In -- Structured Products and Collateral Pain To Follow Posted: 23 May 2020 04:24 PM PDT (bloomberg) Retail landlords are sending out thousands of default notices to tenants, a situation that could tip already-ailing retailers into bankruptcy or total collapse. Department stores, restaurants, apparel merchants and specialty chains have been getting the notices as property owners who've gone unpaid for as long as three months lose patience, according to people with knowledge of the matter and court filings. "The default letters from landlords are flying out the door," said Andy Graiser, co-president of A&G Real Estate Partners, whose firm works with retailers and other commercial tenants. "It's creating a real fear in the marketplace," Graiser said. Pressure from default notices and follow-up actions like locking up stores or terminating leases was cited in the bankruptcies of Modell's Sporting Goods and Stage Stores Inc. Many chains stopped paying rent after the pandemic shuttered most U.S. stores, gambling that they could hold on to some cash before landlords demanded payment. Skipping Rent Mall landlords received just a quarter of expected April rent payments Source: CoStar Group The stakes are enormous, and landlords are suffering, too. An estimated $7.4 billion in rent for April hasn't been paid, or about 45% of what's owed, according to data analyzed by CoStar Group. "If the landlords don't put a pause on their actions, you're going to see more bankruptcies," Graiser said. To be sure, not every default letter is followed by a padlock on the door. In some cases, landlords are sending letters just to preserve their legal rights while they talk with their tenants. Simon Property Group Inc. says it's in discussions with merchants at its malls and trying to take into account their financial status, market position and the depth of their relationship. "The bottom line is, we do have a contract and we do expect to get paid," Chief Executive Officer David Simon said during the company's May 11 earnings call. No Payments But the landlords are stuck with their own bills and bank debts to pay. By some measures, they've already been more than patient. Normally, they'd send out default notices as soon as 10 days after missed payments, rather than waiting weeks or months. "The landlords do have the legal contract," said Vince Tibone, a senior analyst at Green Street Advisors. "However, from a practicality standpoint, a lot of these retailers are on the brink of bankruptcy and simply cannot pay right now." Batches of default notices went out to Stage Stores before it filed for court protection this month, according to court papers. It didn't pay rent in March, April or May after shuttering its stores and furloughing almost all its staff. The letters began arriving in March and early April, "but the rate of such notices picked up materially in late April and early May," Stage Stores said. Some landlords began locking the company out "and threatened to evict the debtors and dispose of the in-store inventory." "Responding to and managing these default notices and related litigation outside of Chapter 11 would have been a monumentally difficult task," Stage Stores said. Index of regional mall REITs reflects tough times for landlords For those already weighing bankruptcy, shutdowns caused by the pandemic upended normal calculations. Filing for Chapter 11 allows retailers to reject unwanted leases, but they're also required to keep paying rent during the process until the court approves the cancellations. That's hard to do with little or no revenue coming in because of the pandemic shutdowns. Even if the stores can open, consumers may be hesitant to shop, making it hard to raise cash from stores that are meant to survive the bankruptcy or from going-out-of-business sales. Retailers need adequate liquidity at the start of a bankruptcy case to keep operating, Graiser said, and if they have to pay rent while their stores are shuttered, the odds of emerging decrease. "It's not like there's a lot of investors out there looking to buy retailers in a Chapter 11," Graiser said. "Landlords and retailers need to really come together and realize that this a shared pain." Getting Testy Some landlords get it, according to Tom Mullaney, managing director of restructuring at Jones Lang LaSalle Inc., the real estate services firm. Retailers he represents are getting default letters that are understanding and sympathetic; other landlords strike a more combative tone. What's more interesting is the action, or lack of it, by the landlords afterward, Mullaney said. "In a lot of cases, the letters that are being sent aren't being followed up on," he said -- the landlords are simply preserving their legal rights. That said, some property owners have run out of patience and have locked out Mullaney's clients. "The environment is getting pretty testy and emotional on both sides of the table," he said. "The only thing worse than being a retailer right now is being a retail landlord." [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 23 May 2020 09:11 AM PDT This reeks of the dotcom bubble, where the market pumped on euphoria and took a big dump when everyone realized it was a mirage. Nasdaq has no business being so close to setting an all time high when the unemployment rate is 15% and GDP shrinking 5% in the first quarter. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| May 23, 2020 | Sentiment of the Subreddit Posted: 23 May 2020 05:26 PM PDT I wrote a script to scrape all posts and comments from this Subreddit and ran each one of them through a lexicon and rule based sentiment analysis model that's also sensitive to slang, emoji, sarcasm, and qualitative modifiers. The list goes in decreasing order of how many times the stock was mentioned on this Subreddit and percentages are calculated with respect to the total number of mentions. Enjoy, you madlads!
I can theoretically post updates every 5 seconds and analyze incoming posts and comments live but in the interest of not spamming, I plan to post this pre-market daily on trading days and some random time on the weekends. Consider donating a singular tendy before your next options trade to help me develop better models and eventually a website to track data perpetually over time: https://ko-fi.com/anujsaharan Here's 19 megabytes of pure JSON if you want access to the raw data from which this post was generated: https://gofile.io/d/hIqcQU [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| what do you guys normally tell to people who were skeptical of investing? Posted: 23 May 2020 07:15 PM PDT For example,i often heard my friend say investing will lose money,how do you actually lay the point across them to explain about investing? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 23 May 2020 10:43 AM PDT
https://edition.cnn.com/2020/05/22/investing/moderna-coronavirus-vaccine-stock-sales/ [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| What is the effect of dividend taxes on share prices Posted: 23 May 2020 08:07 PM PDT Are the tax implications of dividends baked in to share prices? Typically analysts/investors calculate a share's "true" price (in extremely simple terms) by baking in the discounted expected future dividends plus the expected appreciation in the underlying share itself. If you believe in the Efficient Market Hypothesis, then the share's market price is roughly equivalent to the weighted average of each individual investor's calculation of this "true" price. Do these analysts also bake in the tax implications of the dividend, and so does a share's market price bake in the tax implications of dividends? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| How to evaluate a company's worth? VITQ? Posted: 24 May 2020 02:43 AM PDT I understand alot more goes into a company's worth. But when I look at a company like VTIQ. What am I missing or adding up wrong? They have a market cap of 760million roughly. And the stock is priced at 26 currently. Wouldn't that put 30 million shares? Nikola is currently valued at 3.3 billion. Shouldnt the stock be trading at around $100. Also with pre-orders supposedly 12 billion put shares at $400. Am I way off in my thinking. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Valuable lesson #1: Wait. Patience really is a virtue. Posted: 23 May 2020 09:56 AM PDT Caveat: this lesson applies to shorter-term trading, not long-term investing. When I think back over my most common trading mistakes, one of the first ones that comes to mind is pulling the trigger too quickly. In the early days, when I was strictly swing trading using technical analysis, the following was a common occurrence: I would buy a stock based on a technical breakout signal and then get frustrated as the stock either pulled back quickly or floundered. I would then assume it was a false breakout and sell, only to watch the stock rocket higher in the ensuing days. I've lost count of the number of times I've said, "If only I had waited a few more days." My most costly investing mistake was caused by an itchy trigger finger - not in terms of money lost, but in terms of potential profit lost. It wasn't a "quick" decision per se, but it was yet another example of not allowing time for things to play out. It was back in the early summer of 2011, and after recovering strongly following the 2008 crash the markets were getting choppy. I recall driving to work and hearing talk on the radio every day about the debt crisis in Europe and the risk it posed to the US economy. I didn't really understand the issue but I do remember feeling an impending sense of doom. So I decided to short the markets. I sold most of my long positions and put a bunch of money into a triple leveraged VIX ETF and a leveraged inverse Nasdaq ETF. And then I waited. It didn't take long for things to start playing out in my favor. In early June, 2011, the Nasdaq dropped pretty sharply, losing about 8% over a two-week period. "Yes!" I thought to myself. "I nailed it, I'm going to make a killing!" If you look at a chart of the Nasdaq during that period, you'll notice that the Nasdaq recovered very quickly and gained back what it had lost in about the same amount of time. It made a new high and was testing all-time highs. My thought process went like this: "Damn, is that it? I guess the 8% drop is all we're going to get. If the markets are going to keep climbing, I better close all my short positions." And so I did. Now if you look back at that 2011 chart again, you'll see the Nasdaq pull back briefly from that new high and make a small bounce to just below the recent high. And then the bottom fell out - the Nasdaq proceeded to drop almost 20% in 9 trading days. I was literally two weeks from making a killing. Because I had closed my short positions two weeks before, at the new high, I ended up selling those positions for a small loss instead of a massive gain. Two bloody weeks. One of the contributing factors was my lack of experience. I didn't have enough experience with, and understanding of the markets to know that strong rallies are very common in bear markets and that tops and bottoms are processes, not events. But a big contributing factor was my lack of patience, driven in no doubt by the loss-aversion bias. This is a psychological "trick" our minds play on us to make losses feel much worse than gains feel good. When I saw the Nasdaq recover quickly from the 8% drop and my gains quickly get erased, I started to fear that the markets would keep going up and I would start losing more and more money. So I bailed. If only I had waited two weeks... So my advice is this: Wait. The first time you have the instinct that you should pull the trigger on a trade, wait. Just watch it for a bit. You'll catch false breakouts, avoid selling prematurely, and in some cases even avoid major losses. You have to wait for signals to confirm and patterns to play out. And forcing yourself to wait will help overcome emotional trading driven by fear and cognitive biases. Sure, you'll miss out on some profits this way too; but as a general rule it will help you much more than it will hurt you. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| How, mechanically, does Vanguard's "the funds own the company" work? Posted: 23 May 2020 07:13 PM PDT It's often said that at Vanguard, the funds own the company, or the funds vote for lower expense ratios. How does this work? Like how does a fund vote? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| For those of you who write options frequently, what broker do you use? Posted: 23 May 2020 11:49 PM PDT I'm looking to switch from TD because they won't approve me for naked options (even though I've made a pretty large profit and have an account with them worth over 500k). Have any of you shopped around before? Order execution, fees and commissions are my primary deciding factors. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Is there *interest* in an investing online course? Posted: 24 May 2020 01:52 AM PDT Hi guys. I'm currently running a student investment course at my university, I teach finance to undergrad and MBA students, and I did my PhD in finance as well. I also used to be an investment banking analyst. I've been seeing a lot of interest lately in retail investing. I've been really thinking about creating an online course that teaches about 1) how to create a diversified portfolio 2) fundamental analysis and how to value companies based on free cash flow. I'd share my personal spreadsheet on how I work through financial statement data to examine how fairly individual stocks are priced relative to its peers. I'm wondering if there is any interest in this type of course? I feel like this will eat up a lot of my time so I would probably charge for it to compensate for my time. How much would you pay for it if you are interested? Thanks for your opinion! [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| How has mom and pop pizzerias managed to stay in business despite large pizza chains? Posted: 23 May 2020 07:03 PM PDT | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| YouTube Video: "How Harley-Davidson Killed Itself " Posted: 23 May 2020 06:51 AM PDT https://www.youtube.com/watch?v=EOwxxsPaogY What are your thoughts on H-D's stock outlook? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 24 May 2020 03:40 AM PDT https://freetrade.io/freeshare/?code=RFK06UHTIS&sender=0DadJDAs Lmk if this link has been used and you want a different one. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 23 May 2020 11:50 PM PDT Interesting piece on the acceleration of the drone delivery and services during COVID-19. While the piece critiques drone policing and surveillance, it illuminates the "utopic" element that drones are creating during COVID-19. Regardless of whether or not you believe it's good or bad is trivial to me. What is important to me is figuring out companies across the globe that I can invest in. Wing, which is owned by Alphabet, falls under GOOG which sucks. Any info on drone companies would be cool. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 23 May 2020 08:03 PM PDT Marcus has a higher APY right now, and they feel more secure given they're Goldman. Wondering which I should use for a savings. It seems like wealthfront is more like a startup in the space so Marcus is more established, esp during this time it's probably important to go for more established. Thoughts? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 24 May 2020 02:48 AM PDT Hi, I'm looking for a fast End of day (EOD) charting software on Windows for flipping through hundreds of charts a day FAST. I am using Tradingview now but the loading time doesn't cut it. I only need moving averages and volume profile (or volume by price) as indicators. A backtesting feature is great but not really necessary. A scanning feature would be great also. Which one is the least expensive option? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| The weight of dividend-payers in cap-weighted indexes Posted: 24 May 2020 02:43 AM PDT Here's something that's been bugging me for a while, hoping someone can lend some insight. Consider two companies: Company A is in a growth industry and is profitable. It has been returning 10%/yr for the last few years and has plowed that profit back into its business (building data centers or whatever). Company B is also a profitable, well-run business, but it's in a saturated industry (maybe healthcare?) and has fewer growth opportunities. Because it's well-run, it has a decent profit margin, and its shareholders reap the rewards of investing in this business. It also has been returning 10%/yr in total, 4% of which have been paid out to shareholders in dividends, and the remaining 6% has been plowed back into the business. Assuming we're using a tax-advantaged account, and assuming I can reinvest in Company B for zero transaction costs, the difference between the two companies is absolutely nothing. Yet if I invest in a cap-weighted ETF, I get far more of Company A than of Company B. From my point of view, the only difference between the two companies is that when investing in Company B, I get to decide where I reinvest my dividends. When investing in Company A, that choice is taken away from me. I get that cap-weighted funds are easier to manage because the balance is maintained automatically by the price movement of stocks, but is that enough of a reason to move my investments more into Company A than Company B? And what if Company B actually has a better total return over the last 20 years than Company A? Using a market-cap-weighted ETF, they would not be rewarded for that outperformance, whereas Company A would. Is this a fundamental flaw of market-cap weighting? Or am I overthinking it? Is there another way to weight companies by total return yet still distribute their dividends from the fund? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 24 May 2020 02:40 AM PDT "In a recent email to clients, Deutsche Bank mentioned that it takes around 22 days to shut down an economy almost entirely and between four and ten times that time to get it back on track." [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| On the VectoIQ (VTIQ) & Nikola Corp train? Follow & share updates at r/NikolaCorporation. Posted: 24 May 2020 02:33 AM PDT |
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