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.
- Do NOT buy Hertz (HTZ)
- Are lithium stocks still a buy?
- The search for great non-US dividend stocks
- FAANG Diversification post 2018
- Long Term Economic Pain Ahead
- Have your portfolios recovered from the COVID downturn?
- Real estate or index funds?
- Investing in stocks and medical school
- How do I get better at following lesser known stocks?
- Can someone explain why Carnival Corporation is expected to burn $1 billion per month while Royal Caribbean expects to burn around $250-270 million per month?
- What Was The Biggest Driver Behind This Historic 10 Year Bullrun? The Answer Is Surprisingly Simple: Earnings Growth. Bloomberg Reports
- Investing in Water - Is it worth it? Best way to invest in it?
- Is it a good idea to go long on Tullow Oil? They seem to be standing up slowly
- 6/7/2020: Weekly Wrap Up & What to Expect
- Lagging Sectors Ready For Next Leg Up
- Newbie here
- Open Offer entitlement
- Vegas is officially back
- Ireland based ETFs for lowered Tax
- TD Ameritrade question - cash available for trading
- Long DVAX
- Simple question I cannot find the answer to.
- AngelList Syndicates
- Metrics Value investing
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 07 Jun 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]  |
| Posted: 07 Jun 2020 09:12 AM PDT Ok I've seen a lot of posts on Hertz. Here's the thing. If you know my posts, I'm a huge proponent by saying a stock goes up when "there's more buyers than sellers." This is true and applies to a lot of stocks, so you can throw fundamentals, especially in the short term, all out of the window. However, Hertz is different. Right now, it is indeed going up because there are more buyers than sellers, like with any stock that goes up short term, but the reason it is different is the bankruptcy is actually an event that will cause the stock to go to 0 or near 0 (if you are lucky) regardless of how many buyers or sellers there are. Think of it like an option. An option's price, directly related to by its IV, is also controlled by buyers and sellers. However, if at expiration it is OTM, it's worth 0, no matter how many buyers there might be. That's because theta takes over and it goes to 0 at expiration. This is like Hertz. Hertz has an event, when they officially finalize bankruptcy, that will wipe out all equity holders and you can treat this event as an "option expiration for an OTM option." So in this case, this stock will go to 0, so if you are buying now you are gonna be completely screwed. If you have Hertz, you should sell immediately next week. Look at the Jan leap options. You'll notice that almost all of the OTM put options are worth similar to their strike price, so it's pretty much implying that it's going to 0 in the future. The 1 strike put didn't even decrease in value despite the stock going up like almost 100%. The bonds are still basically worth nothing. The only thing propping it up is supply and demand and that won't matter unlike the other stocks since there's an event that actually will cause the stock to go to 0. Now, someone smart here will be like "yea but it can go up in the short term." Sure it can. But anything can. If you just wanna gamble like that, you should gamble in like an option on one of those highly volatile travel stocks in that case. Because that gamble is strictly more +EV than buying HTZ stock. You can get lucky and maybe get it right one random day, but on average buying HTZ stock is literally the most -EV thing on average you can do right now. People absolutely should not be buying this stock and you should offload it if you are up on it early next week. [link] [comments]  |
| Are lithium stocks still a buy? Posted: 07 Jun 2020 06:08 PM PDT I really believe batteries are the future. So I've been putting money in LAC lithium Americus. They are set to have the first lithium mine in the US. This is a long term investment. I have no expectations that it will be paying off within the next few years. Does this sound like a bad long term investment. [link] [comments]  |
| The search for great non-US dividend stocks Posted: 08 Jun 2020 03:20 AM PDT I have been interested in dividend investing for a long time now, but have found myself over-leveraged towards the US. The US markets have really delivered in the last decade, but I fear a negative development in performance in the long run. So to spread my risk, I am curious to invest in non US companies. So.... What are some non US dividend stocks you own? And how do these compare to your US dividend stocks if you have such? [link] [comments]  |
| FAANG Diversification post 2018 Posted: 07 Jun 2020 07:51 PM PDT As an overly simplified example. Assume I have a portfolio of 30 stocks. If I "diversify" my portfolio by adding FAANG positions for their listed sectors:
Have I actually added any meaningful diversification? It seems like this would likely result in a super tech heavy portfolio. But maybe there actually is more diversity in these companies than I'm thinking? [link] [comments]  |
| Posted: 07 Jun 2020 12:55 PM PDT https://www.nytimes.com./2020/06/06/upshot/coronavirus-economic-crisis.html Interesting Article, a quick summary: Things most of us here are already aware of :
Other interesting economic events:
[link] [comments]  |
| Have your portfolios recovered from the COVID downturn? Posted: 07 Jun 2020 08:37 AM PDT Wondering if your portfolios have recovered from the "Covid Crash". I'm almost there. My friend says he has completely recovered. (Now I will type some extra garbage in an attempt to increase my character count to 250 chars so my post stays up. This rule is absolutely ridiculous.. and sometimes less said is more. Let's hope this is good enough. ) [link] [comments]  |
| Posted: 07 Jun 2020 04:10 PM PDT I'm 20 years old (very new to investing) and recently bought my first rental property (a duplex that I'm house hacking). I have around 13k saved and I'm wondering if I should double down in real estate and save for a second property or diversify my portfolio and put these savings into index funds? [link] [comments]  |
| Investing in stocks and medical school Posted: 08 Jun 2020 02:44 AM PDT I am starting medical school this fall and will be funding my education mainly through student loans. However, I have been able to save up a little bit of money through scholarships in undergrad and wanted to begin investing on robinhood. I am a beginner and I am looking for more long-term investing. For those who have experience investing while attending school, what is the best way for me to invest $1000 on robinhood right now? Thanks! [link] [comments]  |
| How do I get better at following lesser known stocks? Posted: 07 Jun 2020 04:49 AM PDT I'm a 17 year old and I'd like to get into investing. I have been following stocks like S&P500, Tesla, Beyond meat, and Amazon for nearly about 1 year. I know that a lot of these stocks are overpriced. But I find it difficult to pay attention to other stocks, because these stocks are often mentioned here and on other investing subs. Right now i don't have the money nor the knowledge in order to make a wise investment but i wan't to expand my intrests in preparation. I'm from Denmark so my exposure to "smaller" american stocks is minimal. But it seems that a lot of danish stocks stay around the same level, whereas american stocks seems to have eternal growth. Another factor is also that the danish is not nearly as big as the US. [link] [comments]  |
| Posted: 07 Jun 2020 09:53 AM PDT This is from their quarterly reports. I don't get it. I didn't do the detailed math on their debts, their maturities, interest rates, etc BUT the big picture doesn't make sense for me. Carnival owns 27 ships. Royal Caribbean owns 26. And yet the expected monthly cash burn rate of Carnival is 4x that was Royal Caribbean. Why? [link] [comments]  |
| Posted: 07 Jun 2020 05:55 PM PDT "So what do the numbers reveal about the last decade? Of the S&P 500's 13.3% annual return since 2010, 2.3% came from dividends, 10.2% from earnings growth and 0.8% from the change in the market's valuation, as measured by the 12-month trailing price-to-earnings ratio. In other words, the vast majority of the gains can be attributed to a spike in earnings rather than investors' willingness to pay more for stocks. In fact, the decade's earnings growth was the highest on record." Read more [link] [comments]  |
| Investing in Water - Is it worth it? Best way to invest in it? Posted: 07 Jun 2020 06:15 PM PDT Water is an essential resource that everyone needs in order to survive. Population numbers are skyrocketing and we are already feeling the effects of not having enough potable water in some areas of the world. In the midst of an increasingly unpredictable global climate, water may become more and more important. Is water a worthwhile investment? Are you currently invested in it? What is the best way to get invested in water and make the most profit? Which aspects of the very broad water category are most ripe for profit (i.e. water purification/procurement, utilities, etc.) [link] [comments]  |
| Is it a good idea to go long on Tullow Oil? They seem to be standing up slowly Posted: 08 Jun 2020 02:06 AM PDT I checked out Tullow Oil and decided to buy some. It seems like they are surviving and I see something that really resembles a big resurrection now with 97% of buyers and the oil industry slowly coming back. What do you guys think? Would you consider it? [link] [comments]  |
| 6/7/2020: Weekly Wrap Up & What to Expect Posted: 07 Jun 2020 07:52 PM PDT Positive, market-driving economic news and activity continued rolling in last week. Airlines announced increasing summer flights as passengers slowly return and states continue to reopen. Furthermore, the surprising decrease in unemployment announced by the Department of Labor on Friday and continued oil production cuts announced by OPEC on Saturday will likely provide fuel for this rally to continue into the beginning of the upcoming week. However, with COVID cases slowly increasing again and the impending end to the $600 government support checks in July, will there be another dip? Here are the details:
Overall, WX Capital is comfortable maintaining our current market positions for several reasons. Firstly, the majority of our investments is in biotech, which is less dependent on consumer discretionary spending and therefore less impacted by unemployment and economic downturns. Secondly, federal support for COVID as the U.S. transitions into a more "normal" state, will likely continue, though at a much lesser degree given the drop in unemployment last month. Lastly, U.S. COVID cases are now dropping steadily. Even if there were another spike in COVID cases, the U.S. hospital system is better prepared to identify and handle COVID cases at earlier stages. Later stage COVID can be supported by Gilead's drug, remdesivir. As usual, don't ever hesitate to reach out with questions! [link] [comments]  |
| Lagging Sectors Ready For Next Leg Up Posted: 07 Jun 2020 01:02 PM PDT The market has been moving pretty much as a whole with most stocks trading with very similar setups. For instance weekly trend changes, and some with large gaps above ready to fill. The difference being some sectors are playing laggard. For instance this past week we saw Hospitality and Airlines starting to make their big moves up. Friday and perhaps going into Monday it looks like energy companies started to make their moves up. XOM, SU, ENB, OXY. Not necessarily laggard but online gambling stocks had some great consolidation this past week as well, DKNG & GAN. PENN has the benefit of being part of both hospitality and online gambling so It also looks great. I expect huge upside this week for both with Sports slated to come back. Does anyone have any recommendations for laggard sectors or stocks with catalysts coming up? [link] [comments]  |
| Posted: 08 Jun 2020 04:20 AM PDT Hey guys! I'm learning a lot about investing etc but I never see the sites and the best tools to keep up and to invest in certain things. I hope you guys would recommend the things you use or the best things to keep up with the market etc. Thanks in advance! :) [link] [comments]  |
| Posted: 08 Jun 2020 04:19 AM PDT Hello, I hold shares in Ted Baker who are doing an Open Offer at a significant discount to the current share price. I was a share holder on May 29th which means I have the option to buy 4 shares for every 7 that I hold. The current share price is 150p and the offer is 75p. Can I sell my current shares and then take up the offer as an arbitrage opportunity? The number of shares in circulation is going to increase 4 fold which will wipe out the value of the shares I currently hold. [link] [comments]  |
| Posted: 07 Jun 2020 05:47 AM PDT According to this video on Twitter, things in Vegas seem to get pretty much back to normal. What stock do you consider buying? MGM? Wynn? My thoughts: As with airlines and cruise traveling, people will get back to their normal behavior very fast. A second lockdown became very unlikely and we all saved a lot of money which we can now for gambling or vacation. [link] [comments]  |
| Ireland based ETFs for lowered Tax Posted: 08 Jun 2020 03:10 AM PDT Asking for opinions Should I buy EQQQ based in Ireland Expense Ratio 0.3% Dividend tax: 15% No capital gains tax Or should I buy QQQ Expense ratio 0.2% Dividend tax 30% No capital gains tax Normally I would buy the Ireland ETFs for lower taxes on dividends but tech stocks in QQQ are mainly captial appreciation rather dividend income [link] [comments]  |
| TD Ameritrade question - cash available for trading Posted: 07 Jun 2020 04:49 PM PDT I bought spy at 240 back when shit hit the fan. I want to close this position use the money to get into oil. If I sold at the open tomorrow, do I have to wait 3 days to be able to use this money to purchase another equity like XOM? I wanted to buy tomorrow and I don't have enough cash in my account. I know some platforms let you use the money right away. I don't have a margin account. Thanks [link] [comments]  |
| Posted: 08 Jun 2020 02:29 AM PDT Long DVAX. Dynavax has 5 collaborations for Covid vaccine, among them is great contender Sinovac. Speculative play but possible breakout:
2) Cansino and Sinovac are both in phase 2 clinical trials on WHO. Cansino is adenovirus based vaccine while Sinovac is inactivated virus based vaccine. Astrazeneca with Jenner Institute is also adenovirus based, Moderna is nucleotide based. Now, the issue here is there has never been an adenovirus based vaccine or a nucleotide based vaccine approved by the US or the EU in human history. Sinovac inactivated virus based vaccine is the safe play and their H1N1 vaccine which is world's first is also inactivated virus based.
3) Sinovac can only make 100 mil doses per year of vaccine. They recently, like a few days ago, teamed up with Indonesia's largest pharma company for a manufacturing agreement. This Indonesian company can make 100mil doses per year. Why will Sinovac be teaming up with companies for manufacturing agreements unless it is highly confident of its own vaccine success. They are so confident that the vaccine is already manufactured and waiting to be deployed.
4) The drawback of inactivated virus based vaccine is the immune response can be weak at times, therefore an adjuvant is often required which is why Dynavax advance adjuvant CpG1018 comes in.
5) Sinovac scientist let loose that the vaccine has a 99% chance to be successful.
6) Sinovac success over the years has driven it to political disputes over the years and in 2018 an offer given to take the company private for $7 a share (it was below 1bil mcap). However, before the deal was agreed upon, another party (big shareholder) wanted to buyout the company for $8 a share. Yet, the board of directors went with the $7 share offer and the $8 offer shareholder felt he was treated unfairly. Amounted to huge disputes and sabotage. Could not find reference for this because I went through too many articles and forgot which one had the info. All I am saying it is only successful and valuable companies that will have people fighting over them. 7) Back in 2011, Dynavax used to work with GSK. The partnership from before could work towards Dvax benefit as a possible buyout from GSK. This is highly speculative and probably have a very low chance, but think about this, Dvax has the most effective Hep B vaccine on the market while GSK has the largest market share of Hep B vaccine. Once their marketshare is threatened (eventually), it is only profitable for them to buyout Dvax to secure marketshare plus get their adjuvant technology which is to be used with Covid vaccine.
TLDR: Long Dvax because there is high possibility of a breakout soon. All the odds favor Dvax. [link] [comments]  |
| Simple question I cannot find the answer to. Posted: 07 Jun 2020 07:26 PM PDT If anyone can shed some light: Let's say I use td ameritrade and buy I share of $SPY. Expense ratio is 0.09%. When does that expense ratio get taken out? If I buy and sell that one share the same day, do I pay the expense ratio? What about if I waited a year to sell it. Sorry for the noob question but thanks in advanced! [link] [comments]  |
| Posted: 07 Jun 2020 09:24 PM PDT Has anyone had experience investing in syndicates on Angel.co ? I'm just getting started browsing through there and trying to see what my options are. What alternatives (if any) should I consider? Anything to watch out for here as a beginner in this space? Thank you [link] [comments]  |
| Posted: 07 Jun 2020 07:02 PM PDT Hi Folks, What metrics you usually look for in company report as a value investor? [link] [comments]  |
| You are subscribed to email updates from Lose money with friends!. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment