Stocks - Assuming a crash is imminent, what are you picking up to long hold? |
- Assuming a crash is imminent, what are you picking up to long hold?
- trying to profit from Stalink (SpaceX)
- Travel Stocks: A Warning to Long-Term Investors
- Airlines
- I just got my $450K inheritance. How should I invest it?
- If you are working for a large corporation what’s stopping you from buying stock at your discount and then selling the next day?
- I see a Red Day/Week coming
- is there any scenario where HTZ does not go to $0?
- iOS/ Android apps that you would find useful?
- KR 34.50 strike call 6/19 ??
- An actual, serious look at Hertz as an investment.
- MLHR – The next hot “Work-from-home” stock
- TD Ameritrade vs. Fidelity
- Thoughts on $EVRI?
- Thoughts on $SPR?
- 2 percent outta $KR on the 18.
- European investors, what are your favourite etfs?
- What's gonna happen with my stocks in Diamond Offshore Drilling, who filed Chapter 11 in April?
- Best place to look for advice on which stocks will move the most in the coming week?
- How risky is airline investing right now really?
- What are good websites to get news per stock?
- Thoughts
- Defensive Bull Case and Stock Picks
| Assuming a crash is imminent, what are you picking up to long hold? Posted: 14 Jun 2020 06:27 AM PDT Currently holding: https://pasteboard.co/Jd3j9qL.png With the internet assuming a crash is coming, I am going to be hoarding value stocks that I wish I bought during the crash months ago. My goal is to make enough weekly off of covered calls to live off of, I would need to net $2,000/wk off of premiums to feel comfortable enough quitting my job, and I would wait for the market to be more stable before doing so. This past week I net $259 off RCL $125 off AMD I definitely want to get 100 NKLA. I understand the company is likely a sham, but their call premiums are absolutely insane percentage wise and if a market crash IS going to happen, I want to hoard NKLA weekly premiums on the way down to fund buying other stocks. I plan on buying 100 DIS, 100 BA, 100 MSFT, 100 APPL, 100 TSLA (if it drops to $400/share again.) What are some other solid companies that I should invest in long term which have decent call premiums and/or dividends? Edit: I wasn't expecting this to receive the traction it did. Yes, I made a suicide joke. Yes, it was funny. That's WSB, obviously people behave differently there. Get off your high horse and stop being sensitive pussies. Downvotes don't mean shit, this is literally a meme account, my name is u/JPowellsPrinter. The thread has the word "assuming" in the title. The market will PROBABLY not crash, this thread is asking what you would buy in the off chance it did. This is not a dumb question, I would argue that YOU are dumb if that's all you came here to say. This is r/stocks, not r/WallStreetBets It wouldn't be called a crash if everyone saw it coming. [link] [comments]  |
| trying to profit from Stalink (SpaceX) Posted: 14 Jun 2020 06:44 AM PDT Hi, Everybody knows the Starlink project from SpaceX. As the company is not public (yet), I'm looking for other companies that could profit from this. Maybe companies that make receivers to use on earth? I'm not really sure what I'm looking for, I'm just wondering if there will be any company that profits from this besides SpaceX. Thank you! [link] [comments]  |
| Travel Stocks: A Warning to Long-Term Investors Posted: 14 Jun 2020 06:40 AM PDT It seems the popularity of airline and travel stocks has rebounded of late. If you're a short-term speculative trader you may be able to profit off short-term volatility. For a long-term investor these companies are sure to underperform the overall market with several facing serious risk of bankruptcy. For those that don't remember, or maybe not old enough to focus on the economy, the last time we faced a demand shortage we saw serious contraction in the airline industry with several prominent chapter 11 filings. Last time around the government attempted to bailout the airlines resulting in little success. Out of the top four airlines in the last crisis, only American Airlines stockholders maintained their holdings. However, even American shareholders had to endure a chapter 11 filing, the only saving grace was they saw their holdings in $AMR get rolled over into the newly created $AAL. The other top airlines were United, Delta, and Northwest, all of which declared chapter 11 bankruptcy. Shareholders lost everything in their bankruptcy proceedings. What we see in the airline industry directly correlates to other travel related companies. With air travel down as much as 90% year-over-year hotel occupancy rates have dropped significantly. Add in the fact that we're facing unprecedented unemployment levels heading into peak travel season and you have a recipe for disaster. The cruise lines still face regulatory hurdles and it's unclear when they'll be back on the open seas at peak capacity. The travel industry as a whole will eventually bounce back, but that doesn't mean investors should be flocking to these sale prices. Invest at your own risk. [link] [comments]  |
| Posted: 14 Jun 2020 04:44 AM PDT I have airline stocks (UAL, AAL and SAVE) all within a dollar or 2 of my purchase price as of now. Should I hold them or get out of them if and when I see a profit? I see there's a lot of concern about a new wave of Covid [link] [comments]  |
| I just got my $450K inheritance. How should I invest it? Posted: 13 Jun 2020 10:21 PM PDT Hi everyone! I am a 29M married with no kids. So...unfortunate events happened in my family and I was left with sorrow and $450K of inheritance. After a few weeks of this and that, I'm now wondering how I should invest my $450K. I started investing with my savings since August 2018 (terrible timing) consistently for the past 2 years and am currently still down 30%. I learned a lot along the way, but given my track record of losses, I don't really trust my judgement with $450K. But now may be a good time to buy stocks, so trying to figure out what to do. For those of you wondering how I am -30%, 1) I bought a ton of leveraged stocks right before COVID19 hit, and lost a ton. The x3 leveraged stock is now x2, and I haven't recovered my losses. 2) Most of my stocks were/still are in Oil and Gas, so not a very diversified portfolio at all 3) Since August 2018 there were lots of volatility, and I basically got emotionally attached and repeated the buy high sell low routines...ugh Should I find a portfolio manager to help invest my money? Or is it better to study and invest on my own with a set strategy and stick with it? If I were to do it all over, I'd probably plan to park the money in TDAmeritrade for 10 years, and invest the $450K in fractions every other month over two years.m, rebalancing every quarter. I'd also come up with a more diversified portfolio with a good mix of individual/ETF stocks in different industries. And also focus on dividend stocks. *edit: I currently have about $100K of savings but will be getting an MBA degree with about $200K of costs with no income for 2 years. I expect $150K /year or so of income after graduating. I do not own a home or any cars. Thank you! [link] [comments]  |
| Posted: 13 Jun 2020 07:14 PM PDT Companies like Google, Microsoft, Amazon, IBM, etc. offer 5-15% discount on their stock if you work for them. Assuming you abide by day trading rules and wait a few days can you sell and reap the profits from the 10% discount assuming you sell on a green day? [link] [comments]  |
| Posted: 14 Jun 2020 11:24 AM PDT Just been reported a large increase in coronavirus cases across many states some close to all time highs with bed occupancy's up to 69/77%. The bears will be dancing tonight source is Reuters [link] [comments]  |
| is there any scenario where HTZ does not go to $0? Posted: 14 Jun 2020 10:37 AM PDT I'm thinking of buying some htz PUTS tomorrow (since we're not in r/options, I'll explain: a PUT option profits when the stock goes down, and achieves maximum profit when the stock hits $0). The trade will be properly sized and within my risk tolerance etc. Still, it looks like free money. Too good to be true. And I've learned that when something seems too good to be true, it probably is. So what am I missing? In what kind of alternate universe does Hertz Common Stock not go to $0 by say, October 16, 2020? Is there historical precedent for a bankrupt company to not have its common stock go to $0 within 3 months of the bk filing? [link] [comments]  |
| iOS/ Android apps that you would find useful? Posted: 14 Jun 2020 10:17 AM PDT So I'm an iOS developer and I'm thinking about making an app related to finance, stocks, investing, etc. Just wondering what you guys would find interesting or useful, that would benefit your investing journey. Just trying to put some good useful content out there, open to suggestions! [link] [comments]  |
| Posted: 14 Jun 2020 10:38 AM PDT Anyone thinking of getting?? Kroger expected ER this week is going to be good. All signs point to a nice amount of $$$. Anyone think the strike call is too risky of a play? [link] [comments]  |
| An actual, serious look at Hertz as an investment. Posted: 14 Jun 2020 02:23 AM PDT This isn't my typical type of investment, nor am I holding (or advocating people to hold) Hertz. However, with the recent publicity this way getting, I decided to take a quick look at it and see if there was any substance behind the rise in Hertz after bankruptcy.As I'm writing, HTZ is trading at $2.83, giving it a market cap of $403mm.I'm assuming that the bankruptcy continues and the following is a liquidation view of the stock. Under Chapter 11, the company hopes to continue its operations at a reduced scale. During proceedings, shareholders are last in line to receive anything from the bankruptcy, after secured and unsecured creditors. Assets: There was $1 billion in cash There was $2 billion in receivables. There were $14.3 billion of cars which will be sold off. Liabilities that have to be paid off before shareholders get anything: There's $14 billion of secured debt used to purchase the cars (almost exactly the same as value of the actual cars) There are $4 billion of bonds, and let's say $2 billion of other unsecured liabilities. There are continuing operating costs despite no revenue after the 10-Q due to the lockdown, and also costs throughout bankruptcy. So now let's add up all the assets and see what the shareholder will end up with: It's likely any flood of used cars into the marketplace will depress prices significantly and make the $14 billion unrealistic to achieve. For the sake of the HTZ holders, I'm going to assume that they get the full sum, which completely pays off the secured debt. It's difficult to judge what operating costs they've had, since they've cut operations at the same time as revenue dried up due to the pandemic. For the sake of simplicity, let's say the costs this quarter cancel out the cash on hand completely, and the accounts payable cancel with the accounts receivable. The costs of a Chapter 11 bankruptcy for a company this size are massive, and will likely cost the entirety of the capital raise – if it is successful. So now, we have: $4 billion of bonds that need to be paid off before the shareholder STARTS to get anything out of the company. This is backed up by the bond yields before the whole massive explosion started, where they yielded in a range from 20-25%. So essentially, the long thesis on Hertz right now is that Hertz have undervalued their used cars by a considerable margin; the smaller, reorganised Hertz will be extremely successful at creating cashflow in the future while starting with no assets (and no debt). Edit: It seems a lot of people are misreading my post. I did this analysis purely as an academic exercise. The results of it (need to find $4bn of equity somewhere before shareholders get anything) pretty clearly demonstrate that HTZ is a bad investment, yet a lot of people seem to have gotten the idea that I'm advocating for people to go long. [link] [comments]  |
| MLHR – The next hot “Work-from-home” stock Posted: 14 Jun 2020 10:15 AM PDT Share Price (06/12/20): $23.93 Share Price (01/02/20): $41.41 Earnings Date (in two weeks): 6/30/20 Herman Miller is an American company that produces office furniture, equipment, and home furnishings. Its signature products include the Aeron Chair, Equa Chair, Noguchi Table, Marshmallow Sofa, and the Eames Lounge Chair. As we have seen, work-from-home has been a real trend that will continue until a vaccine arrives. Several points below support Herman Miller as a beneficiary of this trend: · Increasing search traffic for Herman Miller products · Employers providing free money to buy home office furniture (e.g. - $1,500 stipends) · Large market of work-from-home employees to sell to with money to spend · WFH is a potential long term trend and saves employers money · New e-commerce and gaming initiatives at Herman Miller · Insider buying at Herman Miller Supporting Information & TL;DR Below: HERMAN MILLER SEARCH TRAFFIC HAS INCREASED SIGNIFICANTLY SINCE MARCH · Google Trends search traffic shows that Herman Miller searches increased 100% after March 2020 and still remain significantly higher than they were before the Coronavirus lockdowns started. · Other searches on Google Trends that have seen a significant up-tick include "Aeron Chairs," "Ergonomic," "Work From Home," and "Telecommuting." EMPLOYERS PAYING EMPLOYEES TO FURNISH THEIR HOME OFFICE · Many companies are giving employees money to spend on their home office · Google offering employees a $1,000 allowance to spend on equipment (Alphabet has over 100,000 employees) · Facebook giving employees a $1,000 bonus for working from home (Facebook has over 40,000 employees) · Shopify is letting workers spend up to $1,000 on their work from home gear (Shopify has over 5,000 employees) · Twitter recently boosted it work from home allowance to $1,000 (Twitter has over 4,000 employees) · Slack employees get $1,500 for working from home (Slack has over 1,500 employees) · Indeed and Chegg are providing $500 work from home stipends to employees · While not all companies are giving a work-from-home "bonus," many other companies are also giving their work-from-home employees additional compensation or some sort of stipend while they are working remotely. · "In a recent AON survey of around 1,400 US-based companies, more than one-in-five (over 20%) say they are helping pay for their employees' home-office equipment." · "Meanwhile, nearly a third of companies say they are reimbursing their newly remote employees for their laptops, and more than 14% are paying for their ergonomic office furniture, according to a recent survey by Mercer." · Search traffic for home office items has increased significantly since March suggesting that employees are using the money to furnish their home offices · Google trends searches for "home office" and "office chairs" have doubled since March (with "office chairs" maintaining that doubling through this week) · Searches for "office chairs" on Slickdeals were up 65% and for "desks" was up 85% since the pandemic started LARGE MARKET (MILLIONS OF HOUSEHOLDS) WITH SPENDING POWER · Working from home has increased significantly since the pandemic started: · According to GALLUP, "Sixty-two percent of employed Americans say they have worked from home during the crisis, a number that has doubled since mid-March." · In March, the Society for Human Resource Management found that two-thirds of US companies were "taking steps to allow employees to work from home who don't normally do so." · Virtual meetings have skyrocketed this year as evidenced by Zoom, Microsoft Teams, and Google Meet showing the potential rise in home office furniture purchasing · Zoom meeting participants rose from 10 million in December '19 to 300 million participants in April '20 (An increase of 3,000% over five months) · Microsoft Teams recorded up to 200 million meeting participants in April '19 and daily active users of 75 million (Daily active users rose 70% in one month) · Google Meet has hit over 100 million meeting participants and was adding 3 million users per day in April '19 (Usage increased 30-fold between January and April) · Work from home employees have disposable income to spend and are not just employees of "silicon valley tech companies." - What were the demographics of the "average" work-from-homer before the pandemic? · According to Global Workplace Analytics, "A typical telecommuter (in 2016) is college-educated, 45 years old or older, and earns an annual salary of $58,000 while working for a company with more than 100 employees. 75% of employees who work from home earn $65,000 per year, putting them in the 80th percentile of all employees (home or office-based). WORKING FROM HOME IS A POTENTIAL LONG TERM TREND · Some companies are committing long term to work-from-home for some of their employees which increases the ROI for workers investing in their home office · Twitter – "If our employees are in a role and situation that enables them to work form home and they want to continue to do so forever, we will make that happen," wrote Jennifer Christie, Twitter's VP of People, in a blog post. · Facebook – According to Mark Zuckerberg, "We are going to be the most forward-leaning company on remote work at our scale. I think we could get to about half of the company working remotely permanently (over the next 10 years)." · According to GALLUP, "Three in five US workers who have been doing their jobs from home during the coronavirus pandemic would prefer to continue to work remotely as much as possible, once public health restrictions are lifted." · According to a Gartner survey, "Nearly three in four (75% of) CFOs plan to shift at least 5% of previously on-site employees to permanently remote positions post-COVID 19" · Many states are seeing continued rises of COVID 19 after reopening which increases the likelihood of companies continuing to have their employees work from home. · Texas, Arizona, Kentucky, Georgia and many other states are seeing significant increases in infections and hospitalizations after reopening · The impact of Memorial Day activity and Black Lives Matters protests are still not fully seen and could increase the risk of those states closing again. WORK FROM HOME SAVES EMPLOYERS MONEY & INCREASES PRODUCTIVITY · According to research-based consulting firm Global Workplace Analytics, employers who allow their employees to work from home part-time save about $11,000 per year for each employee working remotely. · Providing work-from-home stipends and subsidies for employees is more "tax-efficient" as employers can deduct those costs from taxes while employees generally cannot. · Optimizing your home office increases worker productivity, satisfaction, and morale during a stressful transition from working on-site to working at home. · "Companies are saying, 'We want to make sure you're both comfortable and productive," said Danielle Lackey, chief legal officer at Motus, a workforce management company. · "It gets old fast to be working form your couch, and setting up a home office can be expensive," said Hailley Griffis, Head of public relations at Buffer, a software application company. INCREASED DIRECT-TO-CONSUMER INITIATIVES AT HERMAN MILLER · In December 2019, Herman Miller hired Debbie Probst as their new President of Retail. She has a ton of experience with online retail as the former President of One King's Lane. (Before that she was at Abercrombie & Fitch and Neiman Marcus.) · Since joining in December, Debbie has been focused on building their online sales component. The timing couldn't have been any more fortunate given the importance of online sales in a Coronavirus environment. NEW E-SPORTS PRODUCT LINE INTRODUCED AS NEW GROWTH SEGMENT · Herman Miller and Logitech recently announced a new gaming focused product line targed at the e-sports market. It is estimated that a half billion people watch e-sports with the industry being valued in the billions. · While the average gamer spend 7 hours per week, over 7% of gamers spend at least 20 hours per week playing games. Approximately 5% of gamers between the ages of 18-25 play for more than five hours at a time (the average time spent playing for this age rage is a little under 2 hours) · For pro gamers or gamers looking to turn pro, ergonomics is important to prevent injury and strain while they are practicing for hours on end. A comfortable chair and good equipment can help performance and increase time playing without injury. INSIDER ACTIVITY IS NET POSITIVE · Michael A. Volkema (Director) purchased 25,000 shares of Herman Miller in May 2020 (over $500,000 in shares). This is significantly after the time stay at home orders were initiated and after many companies were impacted by the Coronavirus. TL;DR: Herman Miller is benefiting significantly as a result of the "work from home" trend as many employers are giving their employees free money to spend on their home offices. This is evidenced by increased google searches, employer policy announcements (GOOG, FB, TWTR), spikes in teleconferencing activity, positive insider trading activity, and several additional points made above. "Work From Home" trends will sustain for the foreseeable future as COVID cases continue to rise during the summer and skyrocket during the October / November period with no vaccine in place. Position: Long Shares (Options: $25p, $30c) Disclosure: I am long MLHR. This is not investment advice. I reserve the right to buy or sell MLHR without updating this thread. Do your own research and share (or not share) with the community in this thread. Thank you to the others on Reddit that shared this idea earlier. Stonks only go up. BRRRR. [link] [comments]  |
| Posted: 14 Jun 2020 09:20 AM PDT Which online broker do you think is the best for beginners? I was completely ready to use TD but then I found that they don't do fractional shares, which I definitely plan to use with ETFs since I don't have a ton of money to spend. Now I'm considering Fidelity again. Is this platform friendly for beginners? If I end up going with TD, I will likely just go for index mutual funds instead of ETFs so I can put smaller amounts of money in. [link] [comments]  |
| Posted: 14 Jun 2020 11:41 AM PDT I know it's a holding company involved in gaming and tech so it's a risky play but is it fairly safe from going bankrupt? I'm thinking about selling 10C JUL 17 for $40 each but I'd be afraid to be tied down to the stock if it could go bankrupt. [link] [comments]  |
| Posted: 14 Jun 2020 08:54 AM PDT Seeing that SPR is pretty dependent on Boeing, thinking good news this upcoming week could benefit SPR (currently sitting at 28.18). Thoughts? [link] [comments]  |
| 2 percent outta $KR on the 18. Posted: 14 Jun 2020 07:40 AM PDT Looking at some patterns. If the volume hits 10 mill on the 17th and if it dips on the 16. A positive earning report could yield a easy 2-3 percent gain and possibly 4 if history repeats itself. Anyone watching this one? [link] [comments]  |
| European investors, what are your favourite etfs? Posted: 14 Jun 2020 05:02 AM PDT Whats always mentioned on this sub is SPY or VOO, but I cannot invest in those and would like to not only have my money in the american stocks. I'm quite new to this but do not like to play it risky and am a bit confused about the thousands of different etfs basically following the stocks. Thanks from a newbie [link] [comments]  |
| What's gonna happen with my stocks in Diamond Offshore Drilling, who filed Chapter 11 in April? Posted: 14 Jun 2020 06:18 AM PDT About two months ago I bought a good portion of stocks in Diamond Offshore Drilling and 10 days later, they filed for Chapter 11 on 24th April when the price was $0.94 per stock. I saw this as a bankruptcy and was convinced I lost all of my money, however, now when I type in "Diamond Offshore Drilling stock" on Google, I see that it's being sold at $0.43 per stock, which means that they're alive, but on my exchange on on Investing.com, I still see the price it had when it declared bankruptcy. I don't know if they're a new company with the same name and that my stocks have turned worthless or if there's still a chance I might get something from my stocks. I don't know if it's just false hope. Do stocks in companies who file for Chapter 11 and then start up again have any worth? [link] [comments]  |
| Best place to look for advice on which stocks will move the most in the coming week? Posted: 14 Jun 2020 08:14 AM PDT I'm trying to find a few sources for info on stocks that are predicted to move the most in the next week or two. Thoughts? Thank you... [link] [comments]  |
| How risky is airline investing right now really? Posted: 14 Jun 2020 06:17 AM PDT As above, tbh. I'm considering purchasing shares in a few non-budget airlines as a medium term investment, I just wanted to get a feel from the community about whether that's a ridiculously risky move or not. Same question about hotels too. [link] [comments]  |
| What are good websites to get news per stock? Posted: 14 Jun 2020 11:06 AM PDT Ideally, I want somewhere I can enter the stock symbol and everything pops up. The website should work for the majority of stocks, not just top 500. I suppose the news would be of 3 kinds.
The website should be frequently updated and show news in a order and hopefully, try to explain what is happening and why is it happening. Expert analysis of the stock would be nicer too. Recommendation? [link] [comments]  |
| Posted: 14 Jun 2020 02:38 PM PDT |
| Defensive Bull Case and Stock Picks Posted: 14 Jun 2020 02:20 PM PDT Shorting involves timing, because the market only goes up in the long run. The winning strategy is to be a defensive bull. Trust me when I say, I know all the bear thesis and have some of my own (CLO collapse, deflation, etc). What's the point though if I can't time for shit and the Fed probably only brought down the market to pressure Mitch and Trump to pass another stimulus? Therefore, here's what I bought and why: BRK.B Berkshire is trading at book value, which is based on stock prices as of 3/30. This makes no sense when the biggest holdings are Apple, Amazon, and cash. Plus most of their operating companies are monopoly like, which gives them earning power even in a depression. BB Blackberry is now a software only company, but it's valued like a manufacturer. It's automotive software business will shrink this year, but it also is one of the largest names in cybersecurity. It acquired Cylance two years ago and that part of the business is exploding right now. Cylance, if valued like it's competitor CRWD, would be worth 3x what Blackberry as a whole is worth. CCH/WS This is a warrant for the SPAC for UTZ (the salty snack brand). It's good for four years with a strike of $11.50 on CCH. The stock is valuing the company at about $1.4B, which is below enterprise value.. for what's basically another Frito Lay with higher revenue growth and less debt. Also the investor presentation seems really conservative. The CEO says sales increased substantially more than expected last quarter due to lockdowns. BHC Yes this is actually Valeant and they have a lot of debt. However, they rolled their debt and have zero payments until 2029. They are cash flow positive and will remain so for this year (one of the few companies to issue guidance). Their largest segment is OTC products from Bausch and Lomb. LAKE Best for last. This company makes PPE. They doubled their revenue last quarter and income exploded, analyst expectations were crushed. Yet the stock is only up about 22% due to this crash. Options are not cheap, but the stock is trading at 50% off its 52 week high from before earnings. This is not investment advice. [link] [comments]  |
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