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.
- Saudi Aramco sticks to dividend pledge despite 73% earnings drop
- What are the must have paid-for services? Not stock picks..
- mediatek and Intel working together on 5g
- XERS - Potentially a 15X-20X+ Play for August
- What exactly are the unique risks of Chinese companies that make them trade at nearly half the cost of US stocks?
- Should I include international bonds in my portfolio?
- Buffett Continues Record Pace of Share Repurchases in July/Q3
- Tax loss harvesting with options(puts)
- Kodak down almost 40% in pre market: loan deal on hold after allegations
- What is the catch with pre-IPO investing?
- Today’s Market Observations - August 10, 2020
- What is safer currency to invest in, EUR or USD?
- How do I invest in online education?
- Hungarian Capital Market
- Non-Americans who do not spend US Dollars but invest primarily in US markets, how do you hedge or does it matter to you?
- alteryx as a long term buy?
- TTD.V 3D printing PPE quarterly financials imminent. Expecting huge gains Q over Q
- DFEN long term
- How to calculate foreign exchange effect on investment
- [Seeking Alpha] Revisiting Uber profitability forecast, it's only worse. Travel in the 1 to 25 mile range has not shown any signs of recovering through July. While Eats is the bright spot for Uber, extra incentives had been 45% of revenue in 2019 and is likely still high, compared to .4% for rides.
- Question on Equity ownership technicals beyond price and volume
- As somebody that has literally no idea what I'm talking about, why SHOULDN'T I invest in Indonesia?
- Do any online brokerage platforms have a feature to sort a portfolio into folders?
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 09 Aug 2020 05:13 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]  |
| Saudi Aramco sticks to dividend pledge despite 73% earnings drop Posted: 09 Aug 2020 07:59 AM PDT https://www.ft.com/content/3c2c576c-51c6-4ced-b1c2-586c4b2f4914 Saudi Aramco stuck by plans to pay out $75bn in dividends this year despite a 73 per cent drop in second-quarter earnings and surging debt levels, as the state energy group bets on a rebound for the pandemic-hit oil sector. [link] [comments]  |
| What are the must have paid-for services? Not stock picks.. Posted: 09 Aug 2020 04:30 PM PDT Gimme what you hands down, no matter what, paid for and don't even look the other way service you've bought when it comes to investing. I'm talking about screeners like Finviz, Discord groups, stock picks if you'd like (but I prob know most peoples answers here), Udemy classes, w/e. I'd love to know what people have "invested" their money in and saw a good ROI (money, knowledge, w/e) out of it. Whether is was a class, software, subscription etc... There is a lot of noise in this subject would be good to accumulate everyones successful paid for investments. [link] [comments]  |
| mediatek and Intel working together on 5g Posted: 09 Aug 2020 08:42 PM PDT Money in the bank.
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| XERS - Potentially a 15X-20X+ Play for August Posted: 10 Aug 2020 04:57 AM PDT Someone has recently pointed out this company to me. I did a lot of research and now believe it's the best trading opportunity for Aug 2020. I've compiled my own and other investors' research – read below. Overview Xeris Pharmaceuticals (XERS, see https://www.xerispharma.com) looks completely overlooked and undervalued. They've recently created a breakthrough product (Gvoke HypoPen) that is now believed to be the best emergency treatment for severe hypoglycemia (low blood sugar – see https://www.healthline.com/health/hypoglycemia). The Gvoke HypoPen (see https://www.gvokeglucagon.com) is similar to an EpiPen (it treats hypoglycemia in an emergency situation). There is a huge market for this due to the growing number of people diagnosed with diabetes. According to an older CBS article "371 million people had diabetes globally in 2012… By 2030, they expect 552 million people will have the disease." (see https://www.cbsnews.com/news/371-million-people-have-diabetes-globally-about-half-undiagnosed). It is apparent that hospitals, schools, and regular businesses will be phasing out their Glucagon medical kits for the new Gvokes. Furthermore, there are millions of individual diabetics that will want to have these accessible in case of emergency. Gvoke is currently covered by about 80% of insurance companies in the US with $0 copay. Moreover, Gvoke is close to approval in EU. The company's debt is very reasonable and they have plenty of cash on hand. Xeris actually has trouble producing enough Gvokes to meet all the recent demand. Catalysts There seems to be a perfect storm of factors that could propel the XERS stock and options into the stratosphere: • Recently launched (July 1st) game-changing product (Gvoke HypoPen, see https://finance.yahoo.com/news/xeris-pharmaceuticals-announces-gvoke-hypopen-110000083.html) • Earnings report & conference call - Mon 08/10/20 – Today! Due to new sales of Gvoke HypoPen, the next ER is likely to show solid numbers (see https://finance.yahoo.com/news/xeris-pharmaceuticals-announce-second-quarter-200500496.html) • Active Stock/Low float The stock has been very active and liquid recently with over 2M shares traded daily (with a tight spread of $0.01 most of the time). XERS has a pretty low float of about 27M shares with 58% held long-term by institutions. • Reduced stock price (about $3.30 and rising at the time of writing) The XERS price has recently dropped due to overreaction to a public offering. It presents a great opportunity to purchase at the right price • Short squeeze Recently increased short borrow rate across various brokers (see https://twitter.com/dteb16/status/1287783290347368449, as an example) makes shorting XERS much harder. Between that, the upcoming ER + other good news, we are likely to see a major short squeeze in the next few weeks • George Soros – recently disclosed a 5.3% stake (about 2.5M shares) in the company (see https://www.smarteranalyst.com/yahoo/xeris-spikes-12-after-hours-on-soros-stake-analyst-says-buy/amp). It's a great sign when such prominent investors purchase a large block of stock in line with 58% of total institutional ownership • Medium 12-month XERS price target (based on 4 analysts) is $12.50, with a high forecast of $15.00 (see https://www.tipranks.com/stocks/xers/price-target, https://finance.yahoo.com/news/2-beaten-penny-stocks-look-193735305.html). • A $4.1M contract (see https://beta.sam.gov/opp/acb59c12ce004ebf832c456d8c10d283/view) was awarded to Xeris on July 1st by the Department of Veteran Affairs, which is for some reason still unannounced • Many other products at different developmental stages in the company's pipeline (several versions of Glucagon, Diazepam, Pramlintide-Insulin, etc.) – see https://www.xerispharma.com/research-development/pipeline Risk/Reward It seems to me that the reward far outweighs the risk in this case. There's an overwhelming amount of evidence pointing to the significant upside (see Catalysts). Conclusion There is already a major buzz around the stock and the price is starting to reflect it. With everything that's happening, my conservative target for XERS stock is $15-$17 within the next few months (would make options earn a very nice multiple). Everything feels like XERS is getting ready to explode. TLDR: I am currently buying/accumulating XERS stock and options - 09/18/20 $5c, 10/16/20 $5c & 01/15/21 $5c. This looks like a great ground-floor opportunity to me. If you agree – join me before all other investors pile in and price explodes. These are my own opinions, I'm not a financial advisor. This post is not investment advice. [link] [comments]  |
| Posted: 09 Aug 2020 02:52 PM PDT The US stock market currently has a collective P/E ratio of 28.81, while the collective P/E ratio of the Chinese stock market is merely 15.96 - 45% cheaper. This is despite the fact that China is a developing country with very high growth rates. Given this stage of growth and its population being over 4 times the size of US population, we would expect the opposite: Chinese stocks should have a higher P/E ratio than the US. Yet the opposite is true. Clearly this difference must be driven by elevated perceived risks of Chinese equity, but what are those risks precisely, and how concerning are they really? For example, China calls itself "communist", though it operates much like a capitalistic market - certainly having a stock market is very capitalistic and as far from communism as an economy can get. Is there a realistic risk that the ostensibly "communist" nature of China will emerge at some point, and manifest perhaps in substantial losses to investors, with Chinese companies becoming nationalized or otherwise dishonoring their equity owners? One final note: not all Chinese companies are traded below their American equivalents' P/E ratios. Some of the biggest tech companies are not. For instance, Baidu trades at far higher P/E ratio (133.17) than roughly-equivalent American Alphabet (32.87). Tencent is trading higher (47.73) than its equivalent Facebook (32.78). As someone who works in technology, this seems odd to me from the opposite end, since Google for example is a multinational with far higher levels of sophistication and technical leadership than Baidu, much like Facebook compared to Tencent. [link] [comments]  |
| Should I include international bonds in my portfolio? Posted: 10 Aug 2020 04:57 AM PDT I'm US-based, building a retirement portfolio. I have probably 30 years to go until then, but I'm feeling obligated to include at least a small percentage of bonds. Should I just focus on US bonds like BND or AGG, or should I get some ex-US bonds in there as well? I've looked at BNDW, which seems to be a mix of BND and BNDX. Thoughts? Thanks! [link] [comments]  |
| Buffett Continues Record Pace of Share Repurchases in July/Q3 Posted: 09 Aug 2020 10:27 AM PDT Share counts at the bottom of page 1 on Berkshire Hathaway's 10Q forms for Q1 and Q2 indicate that Buffett bought back almost $8 billion in shares between April 23rd and July 30th. This is far greater than the $5.1 billion reported for Q2. This means that repurchases in July alone were over $2 billion. Shares outstanding as of April 23: Class A — 692,885 Class B — 1,390,707,370 Market cap using August 7th Friday's close: $509.1 billion Shares outstanding as of July 30: Class A — 657,906 Class B — 1,401,356,454 Market cap using August 7th Friday's close: $500.4 billion Edit: Thanks to u/secretfinaccount I figured out the exact amount of the July repurchases: $2.7 billion! [link] [comments]  |
| Tax loss harvesting with options(puts) Posted: 10 Aug 2020 01:44 AM PDT I bought $9100 worth of SPY puts in March that expired worthless. Can I harvest the tax losses from contracts like this? Also, for the purpose of the 30 day rule, does this apply to contracts too? If I lost $9.1k betting against SPY and I bought SPY or a comparable stock within 30 days(which I might have thru my retirement account), does that constitute a wash sale? I am planning to realize some of my gains this year if the taxes on them can be offset by this capital loss. Thank you for any help! [link] [comments]  |
| Kodak down almost 40% in pre market: loan deal on hold after allegations Posted: 10 Aug 2020 04:53 AM PDT The U.S. International Development Finance Corp. says it is holding up a loan agreement with Eastman Kodak (NYSE:KODK) to produce drugs that could be used to fight the coronavirus until allegations of insider trading are cleared. "Recent allegations of wrongdoing raise serious concerns," DFC said late Friday in a tweet. Last month, the government agency signed a letter of intent that could provide the former photography company a $765M loan to help pay for factory changes needed to make pharmaceutical ingredients in short supply in the U.S. But last week, Democrat U.S. senators asked the SEC to investigate whether insider trading laws had been broken, citing "unusual trading activity" before the deal was announced, and the SEC reportedly has launched a probe. [link] [comments]  |
| What is the catch with pre-IPO investing? Posted: 10 Aug 2020 04:46 AM PDT Has anyone here managed to successfully invest in pre-IPO stages via angel.co or equity zen or similar sites? And did your investing efforts with individual startups and pre-IPO companies yield significantly higher results than S&P500 benchmark index investing? What is the catch and how to best do due diligence in order to invest successfully in other startups? To me it seems like investing in publicly traded companies has become too "efficient" and too "priced in". Basically, since the barrier of entry is low to trade on Robinhood too many people are doing it, so you can't really get the same return you could where barrier of entry is higher like investing in pre-IPOs as an accredited investor. Any good resources one should read if they are ready to become one? [link] [comments]  |
| Today’s Market Observations - August 10, 2020 Posted: 10 Aug 2020 03:05 AM PDT Today's Market Observations Looking at futures price auction during Asian / European hours: · NASDAQ: just made its summer high and in the process of decline (downtrend stage) below 11,000 before the bullish trend returns · S&P: topping-out process to enter downtrend stage · Yields: 10yr yield continues going up and will probably do so for another 2-3 days, then likely to turn sideways or down · Gold: made its summer high. Near term performance will be correlated to yields, which should be sideways or down after probably rising for 2-3 days. Expect seeing gold at levels just below 2,000 before going all the way up to 2,150. Overall, some serious risk for equities in the next 2 weeks. These should drift slowly downward before the bullish trend is back. Possible sharper sell-off can be triggered by some negative newsflow, e.g. some retaliation coming from China. For those young guys and gals here who want to learn (and make some very serious money through consistency and the law of compounding) rather than simply gamble, I suggest starting following a simple but very useful 1-2-3-4 technical system. At any point in time, a risk asset is either in 1- sideways, 2- up, 3- topping-out, or 4 downtrend stage. Long positions should be established mostly in the beginning of Stage 2. Selling/shorts in the beginning of Stage 4. I'll try posting similar observations on the price auction every morning. Some of you may find it useful to frame your mind and developing and finetuning your trading strategies. [link] [comments]  |
| What is safer currency to invest in, EUR or USD? Posted: 10 Aug 2020 03:01 AM PDT Hello. I am from Europe, Czech Republic so one way or another, i have to convert into foreign currency to be able to buy ETFs. Which currency do you see as safer bet long term ? I am 20yo with few thousand "USD", it will surely grow as i work and save. I would like to set it up the right way from the start. [link] [comments]  |
| How do I invest in online education? Posted: 09 Aug 2020 06:00 PM PDT Many school districts are asking parents to choose between online only or in school learning. I think we'll soon discover that lower income households are choosing in-person learning while higher income households are choosing online learning since lower income families can't afford to stay at home with their kids. In addition, higher income households can afford to hire tutors to supplement the lack of in person learning. In the future I could even see policymakers considering off loading higher income students online if it the quality matches or even exceeds in person learning and becomes cost effective. I'm interested in Chegg. Are there ETFs that give me the exposure in online learning I'm looking for? Etf.com has a list of high expsoure etfs for Chegg. Should I consider those? I'm beginner, so I hope this question is allowed. [link] [comments]  |
| Posted: 10 Aug 2020 02:29 AM PDT Looking for some clues here. I have recently noticed that the Hungarian corporate bonds market is surprisingly vibrant, with companies being able to access capital not only in HUF but also in EUR, with relatively low-interest rates, especially in comparison to other CEE countries. Does anyone with an understanding of this market have any insights where is this capital coming from? Can this be connected to the Bank of China located there? [link] [comments]  |
| Posted: 10 Aug 2020 02:28 AM PDT If you are Australian and bought the S&P 500 dip in March, you'd have noticed that USD has weakened by ~26% against AUD, wiping off almost any gains you got in terms of AUD. How do you hedge against this if you don't want to invest in ya own bogan stock market that isn't going anywhere? [link] [comments]  |
| Posted: 09 Aug 2020 08:12 PM PDT I see a lot of people talking about alteryx as a long term buy, just wondering what the motivation is here. Are you expecting alteryx to get bought out eventually? Or, do you think it has long term staying power in the market? Personally, I think the market is overcrowded with these tools and as a BI developer, I can't wrap my head around why anyone would pay such an insanely high price for a product like this. I mean, honestly, is it the automation aspect of alteryx? I hear a lot of people saying it helps their analysts who don't like to code or don't want to code to move data from point to point b by cleaning up spreadsheets, grabbing data from databases etc... If that is the case, you can honestly accomplish this with a few lines of python code in pandas which is of course FREE. My theory is anyone can learn to code if they put the time and effort in. With some effort, time, python and SQL, you can pretty much do at least 85% of what alteryx does out of the box right? [link] [comments]  |
| TTD.V 3D printing PPE quarterly financials imminent. Expecting huge gains Q over Q Posted: 09 Aug 2020 11:43 PM PDT This nifty 3D printing company Tinkerine out of Delta, B.C. is well worth the deep dive. If you spend a little time on ceo.ca and navigate to the TTD ticker, the chat board there has oodles of recent due diligence. Sharing is caring my average cost is .13 take a look! Expecting a seven figure quarter... 50 million shares and many longs holding the float... you do the math! [link] [comments]  |
| Posted: 09 Aug 2020 01:08 PM PDT I know a lot of people say DFEN is a bad investment long term because it is a leveraged ETF and subject to decay. However, it's basically close to $0 at this point down to around $12 from its high of around $70 in March. I know it probably won't go back to $70, but it should at least go back to the $20, $30 and maybe even $40 range as the aerospace & defense stocks gradually recover in the coming year or two, right? As long as one can stomach the short term volatility, over a year or so one could probably double their money over time by buying in now, right? [link] [comments]  |
| How to calculate foreign exchange effect on investment Posted: 10 Aug 2020 01:55 AM PDT I am Australian, looking at a stock listing on Trading212 the Vanguard SP500 that is listed on the London stock exchange denominated in GBP, but the underlying assets of the fund are US based companies. If my understanding is correct, I am exposing myself to two forms of exchange risk. The first being AUD/GBP, and the second being the inherent GBP/USD because of the underlying fund assets. My question is, how would I calculate the exchange rate gain/loss of the two currency pairs in 12 months time to determine the actual return of the investment? Note. I am aware that SP500 is available as a fund in Australia but am curious about the exchange implications nonetheless [link] [comments]  |
| Posted: 09 Aug 2020 09:51 PM PDT https://seekingalpha.com/article/4366880-uber-revisiting-profitability-forecast-and-only-worse
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| Question on Equity ownership technicals beyond price and volume Posted: 09 Aug 2020 09:17 PM PDT I'm looking for any data to profile and compare the shareholders of different companies to each other. Are there sites that track and trend overall insider holdings over time? Track Institutional investment ownership over time? Is there any way to estimate if trading volume represents a small number of shares traded frequently or a large number traded infrequently? Is there any visibility into outstanding limit buy/sell orders or options tracked over time that would give perspective on shifting shareholder confidence? For example- people talk a lot about the impact of robinhood, It would be interesting to see the % of company shares held by robinhood investors over time. [link] [comments]  |
| As somebody that has literally no idea what I'm talking about, why SHOULDN'T I invest in Indonesia? Posted: 09 Aug 2020 04:49 PM PDT Yes, this is a real question. As of posting this, Indonesia's 30yr APY is 7.44 (https://tradingeconomics.com/bonds), and Indonesia is a G20 member, as well as 'Investment Grade' and stable by all major credit rating agencies (https://en.wikipedia.org/wiki/List_of_countries_by_credit_rating). With my abject lack of comprehension, this seems like a no-brainer. What aren't I understanding? Is it like an inflation/PPP/real-wage difference with the Euro that people expect it to be worth less than a Western investment, or is this actually somehow a perfectly fine and safe investment I accidentally stumbled upon, that you might now be personally considering? (If this ain't the right sub, please point me along. Forgot r/PersonalFinance is ass and asked there, won't make that mistake again.) [link] [comments]  |
| Do any online brokerage platforms have a feature to sort a portfolio into folders? Posted: 09 Aug 2020 11:50 AM PDT It would be really helpful for me to be able to sort a portfolio into thematic folders and be able to see the current balance of each, and ideally the performance of each (but the performance breakdown isn't as important as being able to see the balance). Are there any online brokerage platforms that have this feature? I use e*Trade currently and as a workaround, I have created four brokerage accounts within my login and named each one as desired...however, this doesn't work for my Roth IRA account in there since it can only be a single account. The above is the one feature that would make my investment management a lot easier, but bonus points if it does any of these things (again, not as important as being able to sort into folders):
edit: I cross-posted this to /r/trading because a lot of what I do would be considered trading, but I have most of these same needs for long-term investing positions. I'll make the same offer here as I did there. If you recommend a platform and I make the switch to it, I'll Paypal/Venmo you $100 (or make a $100 donation to a reputable US-based charity of your choosing if you prefer not to send your email..bitcoin would probably work too if that's easy enough for me to set up). Scout's honor on whether I make the switch. (It may take a couple weeks for me to make a decision and potentially switch.) [link] [comments]  |
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