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.
- Unpopular Opinion - This sub should be called Trading
- Victoria's Secret to close about 250 stores in the U.S. and Canada, Bath & Body Works to close 50
- Boeing cutting more than 12,000 U.S. jobs, thousands more planned
- Hong Kong's security law is going to devastate its economy
- Did you know that Apple lost 50 percent of its value in one day - About long-term investing
- What Stanley Druckenmiller actually said to the Economic Club of New York
- What's best high interest rate for cash right now?
- What are your favourite News sources / websites / TV / Podcasts relating to stocks and investing?
- Investment Idea: ROST - Go Long!
- What are some extremely expensive lessons you have learned from investing?
- Is $JETS free money?
- If you're holding cash in preparation for second leg down in the market, how much are you holding/accumulating?
- How long can a market surge over vaccine hype? I can't make sense of this.
- Baby Buffett dumps Buffett
- Calculating performance of my stock portfolio
- How does the trajectory of investing and banking stocks look?
- Why are some companies listed on multiple trading bodies (?) like TSX and NYSE but some are only listed on one?
- Tuesday Morning retailer files Chapter 11 bankruptcy, plans 230 store closings
- Short selling comanies that are trending towards bankruptcy
- Why did the UK stock market stagnatein the last 20 years?
- Bloomberg - Steep U.S. Stock Correlations Show Virus’s Impact on Markets
- Newer investors
- Hedging with Covered Calls
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 27 May 2020 05:12 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]  |
| Unpopular Opinion - This sub should be called Trading Posted: 27 May 2020 10:19 PM PDT There's no discussions on investing going on here, it's just trading everyone is talking about. Trading ≠ Investing [link] [comments]  |
| Victoria's Secret to close about 250 stores in the U.S. and Canada, Bath & Body Works to close 50 Posted: 27 May 2020 09:09 AM PDT |
| Boeing cutting more than 12,000 U.S. jobs, thousands more planned Posted: 27 May 2020 07:31 PM PDT |
| Hong Kong's security law is going to devastate its economy Posted: 27 May 2020 09:51 AM PDT https://asia.nikkei.com/Opinion/Hong-Kong-security-law-is-going-to-devastate-its-economy Commentary: The freedoms given to Hong Kong as a largely autonomous region helped make it a thriving center for international banking and finance. The new national security law is already creating uncertainty and greatly undermines the pillars with which the majority of Hong Kong's status is based upon. With China effectively choosing the nuclear option by taking direct control of the region, I can't see any way in which Hong Kong will feasibly be able to continue acting as the international mediator of trade it has been for decades between Asia and the rest of the world. My only guess as to why China would be willing to go so far seems to be that at this point, they've become resigned to having to largely give up on Hong Kong as a continued economic center. I think the final result will have to depend ultimately on whether the US chooses to revoke Hong Kong's special status. In a scenario where no sanctions are placed, it's possible that Hong Kong might be able to come out of all this in one piece. Given the current trade tensions between the US and China, however, it seems unlikely that nothing will just happen. Edit: It seems like I was right. Announced around thirty minutes ago, The U.S. has certified that Hong Kong is no longer politically autonomous from China [link] [comments]  |
| Did you know that Apple lost 50 percent of its value in one day - About long-term investing Posted: 28 May 2020 02:29 AM PDT I am a convinced long-term investor. But it is always astonishing how the share price of today's blue-chip companies has crashed, sometimes extremely. Anyone who has stubbornly held on to his shares and has even bought more could really build up a fortune here. Apple lost 70 percent of its value in its worst year, Amazon even lost 80 percent. Anyway, the investors of that time who did not sell are laughing about it today. Other good examples are Netflix and Cisco. That's why it is worthwhile to stay in the valley a while longer than to miss the summit. [link] [comments]  |
| What Stanley Druckenmiller actually said to the Economic Club of New York Posted: 27 May 2020 06:45 PM PDT Rather than the short quote you read in most stories which is; " the risk for reward for equities is maybe as bad as I've seen it in my career here. " You need more content to understand why he thinks that given the unprecedented Fed stimulus. Here is his actual quote: The consensus out there seems to be, "don't worry, the Fed has your back." …There's only one problem with that is our analysis says it's not true… I stated earlier that the Fed has increased their balance sheet from four trillion to eight trillion. While they've done that, the Treasury Department, I'd say the budget deficit estimate for this year has gone from maybe a trillion a year ago to three-and-a-half trillion… So in March and April alone, the Fed net of Treasury issuance, to pay for the new spending, created a trillion in QE more than Treasury issuance. So it's the biggest liquidity injection relative to history I've ever seen… The problem is as you look forward, because the Treasury deficits are not only still gonna be there, they're just rolling out aggressively now the financing of them, the Fed front ran this with their actions of a month or two ago and so what the Fed bought was a trillion more than treasury issued. What's going to happen now is Treasury issuance has caught up with the Fed and if they stick to the schedule they've outlined the net difference between those two actually goes to zero in May and net borrowing by Treasury relative to Fed purchases in June very minor, pretty much flat through September. And then liquidity shrinks as far as the eye can see as the Treasury borrowing crowds out not only the private economy but even overwhelms Fed purchases… That leads me to believe… the risk for reward for equities is maybe as bad as I've seen it in my career here. [link] [comments]  |
| What's best high interest rate for cash right now? Posted: 27 May 2020 09:54 PM PDT I have downsized my stock allocation and have about 600k of cash sitting in my vanguard money market fund. Is there a better place to keep this cash for higher ROI? Call it market timing but I don't want to invest in stocks or stock funds right now. What are my best alternatives? [link] [comments]  |
| What are your favourite News sources / websites / TV / Podcasts relating to stocks and investing? Posted: 28 May 2020 03:17 AM PDT I'm starting to get a good grasp of investing but only through YouTube videos. I'm looking for some of your opinions. Is it worth getting CNBC? Things like that. [link] [comments]  |
| Investment Idea: ROST - Go Long! Posted: 27 May 2020 08:27 PM PDT Off Price Retail: https://www.wctv.tv/content/news/Massive-line-at-Ross-sparks-concern--570783821.html Saw this article the other day that got me thinking about retail. Lines forming at Ross stores as they open up again is something I never thought I would say lol. Is now the time to get into discount retailers if you haven't already? Think the eagerness of everyone to get back into the swing of things means positive price movement for stores like Ross in the near future? Imo, here are my thesis points for a long position on ROST:
Ross is a great company from a balance sheet perspective, with 2.7 billion in cash and 3+ billion in liquidity right now. The balance sheet is not an issue during COVID, and since their debt load was very light before (~300 million), the new 2.5+ billion debt they carry does not significantly over leverage the business. Even if the interest expense goes from 13 million pre-COVID to over 100+ million, the coverage ratio is healthily over 15+.
Ross did well during the past recession, and if we have a fast recovery that gets people out of their homes and into stores, then even better. Their Q1 earnings miss was expected and basically priced in from store closures given how the stock has moved positive over the past week. If they can stay open with eager shoppers looking to save a few bucks on their shopping, Ross stands to gain with its low prices for big name brands.
Long term, I like Ross's potential for growth and I think this is the key differentiating factor for Ross. Ross has yet to expand to the Northeast, which is a huge untapped market. Ross has said they want to open 2400 stores, so there is plenty of runway left. This is where I see most of the value in the stock when looking several years into the future. Most likely though, we might have to wait a good long while before this comes to fruition due to COVID.
I'm no expert though, so curious to hear everyone else's thoughts. [link] [comments]  |
| What are some extremely expensive lessons you have learned from investing? Posted: 27 May 2020 09:29 AM PDT I'll start: In December 2017, I was up approximately $60,000 from the crypto bull run. I am still holding today losing all my profits and being down $10,000. At the end of 2018, I transferred my Roth to E*TRADE and discovered triple leveraged energy ETFs. I ended up buying at the absolute best time and watched the markets skyrocket for months being up $30,000. I was 100% in on OILU, GUSH and ERX. This all came crumbling down; as well as making some other piss poor investments leaving my Roth with about a $14,000 loss as of right now. Along with some more bad options trades on Robinhood, I am probably at a net loss of $28,000. I mainly blame this on not knowing when to pull the plug. It hurts thinking about this sometimes. [link] [comments]  |
| Posted: 28 May 2020 01:17 AM PDT If we're thinking long term, is there any reason not to go all in on $JETS right now? The airline industry has to rebound eventually, right? Unless the world ends or something, people are going to be flying like before when this is all over. Someone convince me not to make a dumb decision (please). [link] [comments]  |
| Posted: 27 May 2020 01:24 PM PDT If you think there's going to be a second leg down after a spike in infections, second lock-down, etc. how much cash are you holding in your portfolios? What percentage compared to equities? I have 55k in my brokerage account now all in equities, mutual funds etc. and $2700 in a money market. My dad's an adviser and keeps telling me to build up some cash in my account for the next 12 months at least Do you guys have any specific strategies? What percentage of your paychecks are going into a money market fund or wherever you hold cash compared to stocks? Also, which money market fund has the highest return? I have access to FNSXX which only has 1.19% annual yield. [link] [comments]  |
| How long can a market surge over vaccine hype? I can't make sense of this. Posted: 27 May 2020 05:03 PM PDT Disclaimer: I am a new investor looking to learn. I, like many other Bulls, am enjoying this surge but at the end of the day, I can't make sense of this. I get it, people are excited that we have 3 promising trials in play for a vaccine but that has to go away at some point, right? We won't get any updates on these trials for a few months so at what point will the market go back to normal? Are you guys expecting a dip after the vaccine hype fades away and people realize business are still doing poorly? Sorry for all of the questions, this has been driving me nuts. [link] [comments]  |
| Posted: 28 May 2020 03:35 AM PDT In a nutshell, Ackman believes he can re-allocate cash faster than Buffett. Relative to cash position, Ackman might be right but time will tell what the old geese of Omaha is keeping under the table. [link] [comments]  |
| Calculating performance of my stock portfolio Posted: 28 May 2020 03:15 AM PDT In the past years I did some investments in stocks (and other), I am trying to assess the performance of my stock portfolio but struggling with a few concepts. It is easy to calculate the RoI of each stock, no problem on that front. My challenges are the following: 1- How do I account for sold stocks (i.e. I bought GOOG three times (10 shares each time) with different prices, sold 10 shares. Which price should I use for the capital gains? 2- How do I account for sold shares in my RoI 3-What is the best way to calculate the portfolio RoI I have a ledger on excel and can expand on it. Any Redditor has a view on the top three questions? [link] [comments]  |
| How does the trajectory of investing and banking stocks look? Posted: 28 May 2020 03:10 AM PDT I know a lot of these stocks haven't been looking so good but the financial ETFs are still relatively low after the crash so they look tantalizing [link] [comments]  |
| Posted: 28 May 2020 02:52 AM PDT Like Aurora Cannabi for example. Its both on TSX (acb.to) and NYSE (acb)... Why cant all companies just be listed on both actually so I dont have to convert funds (Did Norberts gambit and damn its a week long wait). [link] [comments]  |
| Tuesday Morning retailer files Chapter 11 bankruptcy, plans 230 store closings Posted: 27 May 2020 09:05 AM PDT |
| Short selling comanies that are trending towards bankruptcy Posted: 28 May 2020 02:37 AM PDT I hate to be the bear and enjoy supporting companies I believe in but lately ive been thinking alot about the personal benefits of shorting. Im curious about the consequences of shorting a company that then goes bankrupt. The thing is, why don't more people do this? In my eyes, its easier to tell if a company is going bankrupt rather than potentially becoming successful. For a company to become successful, there are tremendous hurdles that need to be crossed and often times alot of luck. But if a company is going bankrupt, there are clear signs of that, especially in times like these. Yes, companies can rebound against all odds but most dont. Maybe its my lack of experience, but it seems too easy to just short a stock of a company thats clearly going to fail. Any thoughts or advice about this would be greatly appreciated, thanks. [link] [comments]  |
| Why did the UK stock market stagnatein the last 20 years? Posted: 27 May 2020 05:04 PM PDT I read some random comment about how the FTSE 100 is trading (now, after a 20%+ recovery from the March crash) at levels first seen in 2000. At the bottom of the crash, it was at 1996 levels. London seems to be a financial center like New York City. Britain does not seem to be facing the same kind of demographic issues associated with Japan and I would argue it is easier to immigrate to the UK than to Japan. So is Brexit the reason why FTSE 100 is in a sideways market for 2 decades? If not, the UK may be a much more attractive market than the US to invest in no matter what, especially if there is a second leg down. [link] [comments]  |
| Bloomberg - Steep U.S. Stock Correlations Show Virus’s Impact on Markets Posted: 27 May 2020 11:16 AM PDT This one is short and sweet:
It's a bit captain obvious but the math backs up the general consensus that the overwhelming majority of the volatility in equities has been driven by general macro fears rather than company specific risk. [link] [comments]  |
| Posted: 27 May 2020 02:17 PM PDT Would be interested to know how many ppl in here began investing around the March lows, and how they're doing, whether these individuals felt they followed a good strategy (how they came to it) or not. I recognize market is still extremely volatile so maybe this doesn't even matter. I'm 100% one of those new investors and my returns are pretty nice but don't know if it is cause I got in at low or cause I made decent enough decisions or both or neither... [link] [comments]  |
| Posted: 27 May 2020 06:30 PM PDT Last night I created a screener that pulls quotes for several tickers and analyzes options over the next few months to find combos that provide enough upside (5% or more) while also having a solid enough cushion (15%+) for pull back before going negative. As an example, it flagged one today that fits the criteria; expires June 29th and with the premium it'd have to lose 27% for me to go negative while execution would be a 6% gain for me. My question is: is this a viable strategy? It seems like it is but it also seems almost like it's too easy and that I'm overlooking something. Obviously I'm limiting my upside, but I'm also limiting my exposure significantly so it's a reasonable trade off. Is anyone here consistently doing this or have thoughts on the strategy? [link] [comments]  |
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