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.
- U.S. looking at banning Chinese social media apps, including TikTok
- JPMorgan raises TSLA price target to $295 (lmao)
- Commercial mortgage delinquencies surged at record monthly rate in June
- $AAPL - iOS14 changes could cut app ad monetization by 50%
- If you bought Tesla in 2020 and are still holding after today, what’s your goal and why!?
- CNBC: China told citizens to buy stocks, boosting market — ‘We have the Fed...China has its state media’
- Please explain how the market cap of Tesla is over 4x Ford & Gm Combined
- Sunrun Announces Definitive Agreement to Acquire Vivint Solar for an Enterprise Value of $3.2 billion
- How high will Palantir go on IPO
- Estimations for Microsoft in the next 3-5 years?
- Why i think wayfair wont make profit Q2
- Square, Paypal, Adobe
- Is there any justification for SQ (Square)'s current price?
- [CNBC] Uber's deal for Postmates shouldn't distract investors from its troubled ride-sharing business - Uber counts on work commuters for 25% of rides bookings.
- Is real estate my generation's golden goose?
- Thoughts on Dominion Energy (D)?
- 100% Chance of Profit Position?
- Palantir secretly files its s-1
- Is BEER (Bond Equity Earnings yield Ratio) still a valid measurement tool in today's environment?
- Why don't more companies perform stock splits like Alibaba is doing?
- Yield Curve Info
- IBM undervalued?
- How Ai Helped me become a better trader.
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 06 Jul 2020 05:17 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]  |
| U.S. looking at banning Chinese social media apps, including TikTok Posted: 06 Jul 2020 11:21 PM PDT Secretary of State Mike Pompeo said late on Monday that the United States is "certainly looking at" banning Chinese social media apps, including TikTok. "I don't want to get out in front of the President (Donald Trump), but it's something we're looking at," Pompeo said in an interview with Fox News. ADVERTISEMENT U.S. lawmakers have raised national security concerns over TikTok's handling of user data, saying they were worried about Chinese laws requiring domestic companies "to support and cooperate with intelligence work controlled by the Chinese Communist Party." The app, which is not available in China, has sought to distance itself from its Chinese roots to appeal to a global audience and has emphasized its independence from China. [link] [comments]  |
| JPMorgan raises TSLA price target to $295 (lmao) Posted: 06 Jul 2020 06:23 AM PDT Meanwhile TSLA is trading at 1,2k. I dont even know how this is possible, either the analysts valuations are entirely unrealistic or this is an insane bubble. In reality, the analysts are probably dumb and TSLA is also overvalued. [link] [comments]  |
| Commercial mortgage delinquencies surged at record monthly rate in June Posted: 06 Jul 2020 05:04 PM PDT Commercial mortgage delinquencies surged at record monthly rate in June Delinquencies in commercial mortgage-backed securities jumped by 213 basis points in June to 3.59% from 1.46%. It was the largest one-month spike since Fitch Ratings began tracking the metric nearly 16 years ago. The hotel and retail sectors are seeing the worst delinquencies, as the coronavirus has been especially hard on those industries. [link] [comments]  |
| $AAPL - iOS14 changes could cut app ad monetization by 50% Posted: 06 Jul 2020 02:53 PM PDT When Apple rolls out iOS14 (likely in September), any app/developer who wants access to the Identifier for Advertisers (IDFA) for an Apple device will need to get user consent again. (IDFA is currently used by advertisers to track users across apps/websites). That consent is stored and only reset if user uninstall/reinstall the app, so the app can't just keep prompting for user for consent over and over. Also, AAPL will control the language/presentation of the consent prompt, although developers should still have some options around how to minimize opt-outs (e.g. degrading app experience until user accepts tracking). According to a research report by D. A. Davidson, this change is not completely unexpected. A poll by Ad Profs (an independent ad tech consultancy) in Sep 2019 suggests ~80% of those surveyed had expected some major change to IDFA within a year. They estimate 1/2 of iOS users will upgrade to iOS14 within a few weeks of rollout, and above 90% of users will have upgraded by Q1 of 2021. Ad Profs also estimate the iOS14 upgrade will result in ~50% cut to app ad monetization. They believe AAPL is secretly pushing App developers to encourage users who opt-out to pay for the app via in-app purchases because AAPL gets a 30% cut from those payments. [link] [comments]  |
| If you bought Tesla in 2020 and are still holding after today, what’s your goal and why!? Posted: 06 Jul 2020 01:53 PM PDT Not to get the fanbois all upset, but we are seeing something pretty peculiar with Tesla's growth this year. You can try and justify it but at the end of the day it's really hard to be rational about their price and value. Bubble/speculation/battery tech argument aside, if you bought anywhere between 300-750, and are still holding, what's the goal? Are you holding for the long term? Closing at 1371, I'd have a really hard time not cashing my check and getting the F*** out. [link] [comments]  |
| Posted: 06 Jul 2020 09:40 AM PDT
[link] [comments]  |
| Please explain how the market cap of Tesla is over 4x Ford & Gm Combined Posted: 06 Jul 2020 07:30 AM PDT Ford sold 2.4 million vehicles, gm 2.8million in 2019. Both at better margins. Tesla sold 368k vehicles in 2019. Ford and gm combined have a market cap of about 63 billion. Tesla today has a market cap of over 239 billion??? How does this make any logical sense? [link] [comments]  |
| Posted: 06 Jul 2020 07:54 PM PDT "Sunrun (NASDAQ: RUN), a leading provider of residential solar, battery storage and energy services, and Vivint Solar (NYSE: VSLR), a leading full-service residential solar provider in the United States, today announced the companies have entered into a definitive agreement under which Sunrun will acquire Vivint Solar in an all-stock transaction, pursuant to which each share of Vivint Solar common stock will be exchanged for 0.55 shares of Sunrun common stock, representing a combined Enterprise Value of $9.2 billion based on the closing price of Sunrun's shares on July 6, 2020. Vivint Solar stockholders are expected to own approximately 36% and Sunrun stockholders are expected to own approximately 64% of the fully diluted shares of the combined company. The exchange ratio implies a 10% premium for Vivint Solar shares based on closing prices on July 6, 2020, and a 15% premium to the exchange ratio implied by the three month volume weighted average price of Vivint Solar and Sunrun shares." [link] [comments]  |
| How high will Palantir go on IPO Posted: 06 Jul 2020 07:41 PM PDT So Palantir today announced it was officially going public and years of speculation. I wanted to get a dialogue going around the potential IPO price of Palantir, whether it's a good buy, and all publicly available information. What is Palantir?: Palantir is a data analytics company that has been shrouded in secrecy. It claims to have helped kill bin laden, and has benefited greatly from the Covid virus due to much stronger demand for its products. It has also been involved in controversial deals with ICE, tracking immigrants. Key figures: founder is peter Thiel, and ceo is Alex karp Financials: $20 billion valuation in funding in 2016. Has reportedly traded for much lower on secondary markets, around $10-$14 billion) I can independently confirm this as recently as May 2020). Expected revenue of $1 Billion in 2020 which would be ~35% growth from 2019, 2021 projected 50% growth to $1.5 billion. Reportedly break even in 2020. My prediction: I think fair value for the company is around $20 billion, justified by its government contracts which are a reliable revenue stream, its brand recognition as a top player in data analytics which is a hot and growing field, and the 50% growth rate. Given the IPO craze though, nothing is trading for "fair value". If zoom info is worth $15 billion, I could easily see Palantir going for a market cap of $30-$40 billion on IPO. It would be insanely overvalued there, but then again, most IPOs are right now. What are y'all's thoughts? [link] [comments]  |
| Estimations for Microsoft in the next 3-5 years? Posted: 06 Jul 2020 06:12 PM PDT What are your estimations for MSFT in the next 3-5 years? With its current leadership, further investing into the gaming industry, and Azure chipping away at AWS cloud share, I am betting it hits $500 by 2025. Although it is currently overvalued, I think there is a lot of room assuming continued growth into various markets. What is your prediction? [link] [comments]  |
| Why i think wayfair wont make profit Q2 Posted: 06 Jul 2020 09:36 PM PDT
[link] [comments]  |
| Posted: 06 Jul 2020 07:16 PM PDT All three are doing very well, however I feel paypal and square have more room to grow. What are your thoughts on all three companies and where they may be headed in the short , mid and long term? Would you recommend buying at the current price , wait for a dip or do you think the ship has sailed? Thoughts appreciated? [link] [comments]  |
| Is there any justification for SQ (Square)'s current price? Posted: 06 Jul 2020 08:38 AM PDT I've been shorting SQ for a little while now and I absolutely do not understand it's surge in price. It's gone up 50% since the start of coronavirus... that makes no sense to me. Square's revenue heavily relies on small businesses which have taken a huge hit recently. Cash App is another source of revenue, but I can't imagine that's increased too much since coronavirus either. What am I missing? What could've justified an increase in market value? Let alone a 50% increase? Edit: I'd like to add a secondary question: How do you think SQ will fair in their upcoming earnings release? You've all made some good points regarding a move to cashless, by consumers and small business owners. I think these changes in behavior will benefit SQ immensely in the longterm, however, I don't expect to see that in the upcoming earnings. People have certainly been spending less in 2020's Q2. I know in the longterm, individual earnings reports don't matter, but I'd be curious to hear any of your thoughts. Thanks [link] [comments]  |
| Posted: 06 Jul 2020 11:08 PM PDT Nothing Uber does in food delivery can conceal a critical quandary facing the company — Covid-19 is wreaking havoc on its core business. On Monday, Uber announced that it's buying Postmates for $2.65 billion, weeks after failing to acquire larger rival GrubHub, which opted to take a bid from Europe's Just Eat Takeaway. Uber said the Postmates deal will bolster its Uber Eats delivery unit, bringing in key markets like Los Angeles, Phoenix and Las Vegas and 10 million active customers. With more consumers ordering food to their homes to avoid potential exposure to the coronavirus, Uber is tapping into a growing market where it already has a large presence. The problem for Uber is that those people are staying home, meaning they're not taking rides to restaurants, bars, parties, concerts or to work. Even as the meal delivery business grew in the first quarter and the rides business declined, Eats still accounted for less than one-third of total gross bookings and rides made up 69%. And with coronavirus cases growing in 36 states and hotspots like Texas and Florida tightening their restrictions on businesses and residents, Uber investors have reason for skepticism, particularly because so many companies have said they won't be reopening their offices for the rest of the year. In a report last week, BTIG estimated that about 25% of Uber's bookings for rides came from commuters. "Our take is that the Street under-estimated exposure to commute rides and the fact that workers in key markets aren't coming back anytime soon," wrote BTIG's Jake Fuller, who still recommends buying the stock. Initially, investors seem happy with the Postmates deal. Uber's stock rose 6% on Monday to $32.52 and is up 9.1% for the year, while the S&P 500 is down slightly in 2020. Uber said the combination will lead to more than $200 million in "run-rate synergies" within a year of close, a positive sign for Fuller and other analysts.  Uber shares this year CNBC Michael Graham, an analyst at Canaccord Genuity, said in a report on Monday that the deal means 98% of the food delivery market in the U.S. will be controlled by Uber, GrubHub and privately held DoorDash. Graham is bullish because of "Covid-19 related tailwinds" and the "complementary geographic mix." Uber CEO Dara Khosrowshahi said in a call with investors after the transaction was announced that the rides business has bounced back a bit of late. After falling 75% in the second quarter from a year earlier, it's now at less than a 60% decline from the prior year. Some countries are even seeing growth, he said. Meanwhile, Eats' bookings more than doubled in the second quarter, and Postmates' grew 67%, Uber said in its presentation. "We're in the unique position of having the Eats business to significantly offset headwinds in our rides business," Khosrowshahi said. It's far from a total offset, however. Twice in May, Uber announced jobs cuts of at least 3,000 employees, leaving it with about 20,000, according to the latest available headcount figures. The company also said it would be shutting or consolidating 45 offices. Difficult projections Additionally, Uber faces a lawsuit from California Attorney General Xavier Becerra, who alleged in May that Uber and ride-sharing rival Lyft have misclassified their drivers as contractors, violating a state law that went into effect this year. City attorneys from San Francisco, Los Angeles and San Diego joined Becerra in the lawsuit, which claims that the companies denied workers the right to overtime pay, disability insurance and other benefits. Postmates, which says on its website that it has more than 1,000 employees, wasn't exactly thriving before the coronavirus struck. The company laid off dozens of employees in December and closed its office in Mexico City. It had plans to go public, but was forced to reconsider after seeing investor response to Uber and Lyft and the near collapse of WeWork. Uber expects the deal to close in the first quarter of next year. The company scrapped its guidance for this year in April, but analysts are projecting an 8% drop in revenue to just over $13 billion, according to Refinitiv. While analysts anticipate a reacceleration in 2021, that's based on the assumptions that food delivery will continue to grow and that rides will also pick back up. Given the trajectory of the coronavirus in the U.S., that's a pretty optimistic assumption. An Uber spokesperson declined to comment [link] [comments]  |
| Is real estate my generation's golden goose? Posted: 06 Jul 2020 06:01 PM PDT I (21) am somewhat of a novice to investing. I have begun reading a few books (Robert Kiyosaki, Peter Mallouk), but I've become very much interested in owning and renting real estate. From my (likely misinformed) POV, it looks like you can't lose in real estate as long as you have enough bank to weather whatever storms come your way and you invest in properties that have consistent demand.
It seems the primary concern is the amount of time, energy, and the initial capital required. I feel like this is a simplistic way of looking at things, so I was curious what everyone thought. And of course, any books on real estate investing y'all can suggest would be invaluable. [link] [comments]  |
| Thoughts on Dominion Energy (D)? Posted: 06 Jul 2020 09:06 PM PDT What are your guy's thoughts on Dominion energy long term? I'm interested after the price dropped 11% today due to the pipeline being axed. However, they are still a key natural gas provider, which should continue to grow as the U.S. continues to phase out coal, and they are starting to invest heavily in wind power. They pay a nice dividend but might cut/reduce it short term. Thoughts? [link] [comments]  |
| 100% Chance of Profit Position? Posted: 06 Jul 2020 03:45 PM PDT I was playing with options on Tastyworks and I accidentally ran into a position(Short Iron Condor on Google) with a 100% chance of profit. How is this possible?? I tried doing the math myself and it looks like I'd lose money no matter what, not gain it. Can somebody help me figure this out? Link to a screenshot of said position: https://imgur.com/a/64awtcO [link] [comments]  |
| Palantir secretly files its s-1 Posted: 06 Jul 2020 07:10 PM PDT
https://www.businesswire.com/news/home/20200706005622/en/ Will it be a direct listing? Target acquisition for PSHT.U? A normal IPO? Who knows! [link] [comments]  |
| Is BEER (Bond Equity Earnings yield Ratio) still a valid measurement tool in today's environment? Posted: 06 Jul 2020 11:16 AM PDT One of the measurement tools that is used for valuing different investment options is the bond equity earnings yield ratio (BEER). BEER is calculated by dividing the bond yield, usually of a five- or 10-year government bond, by the current earnings yield — an inverted price-to-earnings ratio — of a stock benchmark in the same market. Generally a BEER value greater than one indicates stock markets are overvalued, while a reading less than one suggests the opposite. Pre covid-19 (say late 2018), when 10 year treasuries were in the 3% range, and the S&P 500 was ~28, we had a BEER near 1. Now, with the 10yr treasury sitting at 0.68%, we have BEER values of a minuscule 0.15! Blind use of the tool means stocks are SUPER cheap compared to treasuries. (I know for many here that seems obvious.) I've been bearish for some time, well before covid - and now the situation is that while we've rebounded from March's low I think the long term trend of the real economy is at best treading water, or more likely a grind downwards which will necessarily manifest itself, eventually, in all stock prices. So while stocks may be a better choice than treasuries/bonds, maybe both are bad and gold/silver is a better temporary refuge, or even cash assuming inflation doesn't destroy it. But if I toss my crystal ball out and stick to analysis such as BEER it's saying the upside for stocks is clear. Thoughts? TL;DR: Is BEER still a valid measurement tool or are the current economic conditions so completely upside down that until we know what the new normal is, that this tool has been rendered temporarily inapplicable? [link] [comments]  |
| Why don't more companies perform stock splits like Alibaba is doing? Posted: 06 Jul 2020 12:14 PM PDT Can someone explain why it makes sense to have stocks like Amazon hitting $3,000 Tesla hitting $1,300 and Google is $1,300 as well. What benefit does this give to the corporation to keep their stock this high instead of splitting and making the stock more affordable which would bring more investors to the table? We see Alibaba at $240 doing an 8 for 1 split, why doesn't Amazon do a 10 for 1 split making their price $300? [link] [comments]  |
| Posted: 06 Jul 2020 02:10 PM PDT Where do people get the live updates to see which type of yield curve there is (inverted, flat, normal,etc.) Is there a specific website that is. used to find this data? It is a good indicator to figure out when recessions are going to happen (aka when it is inverted). Any helps would much be appreciated. [link] [comments]  |
| Posted: 06 Jul 2020 09:05 AM PDT IBM is trading $40 off its 52 week high, not a trend other tech conglomerates are experiencing, as most are creating new highs. It's PEG is right around 3 which to me is fantastic I feel like they less and less require full offices for their business to be successful as cloud storage/computing is so important... thoughts? [link] [comments]  |
| How Ai Helped me become a better trader. Posted: 06 Jul 2020 12:56 PM PDT A while back I posted to this page about the topic of an "AI Stock Market Predictor." I got a lot of great advice on the legitimacy of the idea. With some people saying to go-ahead and others who explained that that just was not feasible in this day and age. I decided to go ahead and build it out. 2 months later I finished my project and, I just started using it in the past 3 weeks. Some of its main features are a news scraper, that ranks and grades different news articles to tell me if the news is good or bad. And an AI price predictor that tells me the direction of the stock for the next 2hr and the next week. I am happy to report that it has indeed made me money. Enough money to pay for my time working on the project. I believe that by taking out the human factor (me) improves my trading greatly. Spending your whole day looking at charts and reading articles can make our minds numb, and I think that it can hinder our decision-making skills as well. And I know, AI can't be right 100% of the time but I think it's important to let computers do some of the heavy lifting so we (humans) don't have to. I would advise people to start reading books on AI and ML because I really think that it will change the finance industry forever. Please let me know if have any comments / you would like more info, happy to talk more about my project. [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