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.
- Disney will be WAY stronger post-covid
- Nikola and GM team up to make 900-horsepower super electric truck
- Stock idea: $CAJ (Canon) possibly oversold, with overlooked potential, extensive subsidiaries
- Ishares IVV just lowered their expense ratio to 0.03%
- Why do non-tech stocks get dragged down when tech stocks slide?
- Why I believe commodities will present the best return on investment in the coming decade
- Exclusive: Exxon downsizes global empire as Wall Street worries about dividend
- Energy Sector - Long and Short Plays
- Investing in music/film royalties?
- Nutanix: Exposure to Cloud and SaaS for More Reasonable Price
- Why Disney could pop off in the next 5 months because of these 3 reasons:
- A question concerning certain companies that invested in certain companies
- Bought NVDA at 575 USD
- What are some good investment strategies and resources?
- Long-long-long term investing
- Place To View List Of Earnings Results
- QuantumScape listing by SPAC
- Would you consider giving up US citizenship to save capital gains taxes? (details below)
- Opinions on SWAN ETF
- Parent/ holding company’s for investments and ventures
- Contrarian Investing Strategy - overview & comments
- Stock in Nio and how it relates to Tesla
- Private Equity Investments
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 08 Sep 2020 05:10 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]  |
| Disney will be WAY stronger post-covid Posted: 07 Sep 2020 02:50 PM PDT Disney releases D+ just in time for the pandemic and is now highly competitive with Netflix which has 182.8 million subscribers globally compared with 104.5 million for Disney as of Q2 earnings report (including Hulu and ESPN, both of which Disney owns) without even launching in all international markets yet and launching Hulu in Europe next year. This weekend alone, D+ downloads rose +68% due to Mulan. Most importantly, with D+ launch access to Mulan at $30, they have complete ownership of all sales instead of sharing it with movie theaters. Consumer spending inside the D+ app spiked 193% this weekend. Source: https://finance.yahoo.com/amphtml/news/mulan-disney-plus-downloads-68-percent-weekend-194701349.html But the key thing to my thinking is that while Disney's stock has performed relatively well during the pandemic due to D+, post-lockdown they have pent-up demand for their parks, cruises, and theatrical releases too. They are a lockdown play, a post-lockdown play, and a vaccine play. At every moment, they have a winning play and are highly differentiated with every competitor. The sum is worth a lot more than the parts. Thoughts? Edit: Wow didn't expect this to get such a reaction. Some additional info, sources, and clarifications included [link] [comments]  |
| Nikola and GM team up to make 900-horsepower super electric truck Posted: 08 Sep 2020 04:59 AM PDT Nikola (NKLA📷) and GM (GM📷) are teaming up to take on Tesla's cybertruck. The electric truck startup announced Tuesday it has selected GM to be its manufacturing parter for its electric pickup truck dubbed the Badger. The Badger will use GM's widely acclaimed Ultium battery technology. Additionally, Nikola will hand over $2 billion in stock to GM — giving the automaker an 11% stake in the company. "Nikola is one of the most innovative companies in the world. General Motors is one of the top engineering and manufacturing companies in the world. You couldn't dream of a better partnership than this," said Nikola founder and executive chairman Trevor Milton in a statement. "By joining together, we get access to their validated parts for all of our programs, General Motors' Ultium battery technology and a multi-billion dollar fuel cell program ready for production. Nikola immediately gets decades of supplier and manufacturing knowledge, validated and tested production-ready EV propulsion, world-class engineering and investor confidence. Most importantly, General Motors has a vested interest to see Nikola succeed. We made three promises to our stakeholders and have now fulfilled two out of three promises ahead of schedule. What an exciting announcement." Added GM Chairman and CEO Mary Barra, "This strategic partnership with Nikola, an industry leading disrupter, continues the broader deployment of General Motors' all-new Ultium battery and Hydrotec fuel cell systems. "We are growing our presence in multiple high-volume EV segments while building scale to lower battery and fuel cell costs and increase profitability. In addition, applying General Motors' electrified technology solutions to the heavy-duty class of commercial vehicles is another important step in fulfilling our vision of a zero-emissions future." Thus far, the Badger has been a mere rendering that has lit-up social media feeds. The company did begin taking pre-orders for the electric super pickup truck in late June. On paper, the truck stands to be a beast. It's expected to have 906 horsepower and have a 600-mile range using both battery and hydrogen fuel cells. Nikola has said pricing will start at $60,000 for the electric vehicle version and $90,000 for the one that also includes the hydrogen cell. The Badger is expected to be unveiled in early December. Production has been set for 2022. [link] [comments]  |
| Stock idea: $CAJ (Canon) possibly oversold, with overlooked potential, extensive subsidiaries Posted: 07 Sep 2020 10:33 PM PDT OverviewCanon Corp, best known for its line of camera and printer products, is a highly diversified multinational consumer and industrial manufacturer. What most people don't realize is that Canon's camera division is just a small part of its business -- which includes medical diagnostic equipment, semiconductor production lithography and large format publication/advertising printers. Its even lesser known subsidiaries include network security cameras, OLED screen manufacturing equipment, microsatellites and even rocketry. Stock PriceOn Friday, Canon Corp's stock price on the NYSE touched a 52-week low of $16.10, before closing at $16.37. Its 52-week high is $28.41. On the Tokyo Exchange, it's traded as equity 7751, where it hit a low of ¥1,676 on July 31, and currently at ¥1750 (the equivalent of $16.46) EarningsUnfortunately, Canon's earnings have been on a downward trend over the past decade. At its high point, in 2011, they made $2.62 earnings per share. Last year, it was $1.08. And for the second quarter 2020, April through June, the company reported a loss of about $83 Million -- the first such loss since they started reporting earnings in 2001. Because of this, to conserve finances, Canon announced that it would reduce its 6-month dividend, to about .38¢/share (from about .74¢), something they hadn't done in 33 years. While most of this loss can be ascribed to restrictions due to the pandemic, we can expect that the company will be looking at additional cuts and restructuring, to turn around its finances. The loss likely led to the resignation of Canon's President and COO in May, and subsequent return of Fujio Mitarai, taking on the additional roles as President, who had overseen the company through its rise since 1995. SubsidariesCanon has four "business units": Office; Imaging Systems; Medical Systems; Industrial and Others.
Canon is the second biggest producer of printers, behind HP, in both home and business printer segments, and leads in some segments such as multifunction laser printers and high-end continuous-feed inkjets for production. This business unit is boring, but also the most important for Canon's survivability.
For the last 17 years, Canon has dominated in the field of consumer and prosumer digital camera. In 2019, nearly half of all digital cameras (45.4%) were Canon -- greater than Sony, Nikon and Fuji combined. As a consequence of the growth of smart phone cameras, the Imaging division has been on a steady decline, but still makes up a healthy portion of Canon's business. Bucking the trend, the consumer inkjet printer division actually saw around 10% revenue growth over the previous year.
This segment came out of Canon's acquisition of Toshiba Medical Systems in 2016, and saw the smallest decrease in revenue, compared to the previous year. It is set to see additional benefits as more of Canon's existing technological strengths can be merged into medical usage.
Canon is one of the biggest players in semiconductor lithography equipment used in the manufacture of chips, memory modules and other components. Additionally, through its subsidiary Canon Tokki, it has a near monopoly on manufacturing equipment to produce OLED screens, including for Apple's newest iPhone screens Some other interesting units: * Canon Opteron - grows optical crystals (fluorite) used in lenses; and hydrophobic coatings for surfaces * Canon Electronics, which is manufacturing micro-satellites, and launching Canon-optical equipped orbiters, for ultra-high-resolution land photos - unfortunately, the most recent one was "lost" due to a failure of the Rocket Lab's launch on July 4. A future satellite launch is planned. * In parallel, the Canon-led consortium "Space One" started groundbreaking on their own launch site and rocket-port in Japan late last year. Edit: grammar [link] [comments]  |
| Ishares IVV just lowered their expense ratio to 0.03% Posted: 07 Sep 2020 10:15 AM PDT After seeing VOO gather more new long-term investors for AUM, Ishares needed to make IVV more competitive. Expense ratios is usually a big concern for retail investors, along with percentage returns and diversity. This change will make the expense ratio as low as VOO and SCHX. https://www.etfstrategy.com/blackrock-trims-fees-on-its-flagship-us-equity-etfs-ivv-ijh-ijr-95487/ [link] [comments]  |
| Why do non-tech stocks get dragged down when tech stocks slide? Posted: 08 Sep 2020 06:53 AM PDT It seems that whenever tech stocks heat up some of my non-tech stocks are barely affected; however, when tech stock sell offs start happening, my non-tech stocks take a deep dive as well. How do mostly unrelated industries and businesses get pulled down with the wild fluctuations in tech stocks? [link] [comments]  |
| Why I believe commodities will present the best return on investment in the coming decade Posted: 07 Sep 2020 09:40 AM PDT TLDR: I believe precious metals and industrial materials will have a beter return on investment than the broad equities market and will be the main drivers of the next bull market. As you all may or may not have noticed, the stock market and especially the tech giants have been on an incredible run as of late. Even though many people expect a general market downturn in the near future, myself included, it cannot be denied that these companies have presented an incredible return on invested capital in the past few months. These shares have not been the only ones on a tear in the last few months however, with precious metal miners going up in multiples since the lows seen in march. Because of the way monetery policy is implemented at the moment, with an agressive targeting of inflation by the FED and the printing of trillions of dollars, I have shifted my attention to what I think will be the next great bull market. After the decade long bull market we have seen, what do I think will be the next bull market after all this is set and done? Commodities, specifically precious metals followed by industrial materials. We all know that when a currency is being devalued by printing trillions of it, investors tend to take their money and put it into 'safer' investments. These investments have historically been gold and silver, who last experienced great bull markets in the 1980's and after the 2000 dot-com bubble. Now it looks like everything is in place for another massive bull run, where investors will move a part of their portfolio into these assets both as a safety net and an chance to take part in the precious metals bull market. I am a firm believer that we will see higher gold and silver prices the more the dollar (and other currencies around the world) lose value. How high? Nobody knows, but predictions of $5,000 gold and $100 silver have not been uncommon. How do you invest? You can invest into an ETF, buy physical gold and silver or you can invest in the miners who pull it out of the ground. There are a lot of options out there, with miners offering the best leverage for a precious metal bull market. Personally I intend to own Pan American Silver, SSR mining and B2Gold. But am I only going to invest in precious metals? Absolutely not, because while I feel like this bull market is inevitable, I also believe that after the coming economic slowdown that will paint the next two to three years, countries are going to try their hardest to improve their own economies again. This has historically been done with heavy investments in things like infrastructure of all kinds. Regular industrial materials like copper, oil, platinum, uranium and steel have not been the best investments over the past few years, but a industrial material bull market will change all that. With an economic rebuild comes the need for these materials and because the respective prices for these materials have been relatively low over the past few years, I expect a major turnaround to incentivize the new production the world is going to need to properly get back on its feet. Prices of things like oil, copper and especially uranium will shoot up and the companies that produce these materials will go right up there with it. I am especially bullish on uranium, of which I wrote about many times. I believe uranium offers that best risk/reward investment in the current market and will reward patient and strong handed investors who can handle it's volatility on the way up. To truely see how undervalued commodities are compared to regular equities in the S&P 500, I would recommend looking at the chart mentioned here: https://finance.yahoo.com/news/commodities-watch-2020-170025867.html When something is so underinvested in and has all the catalysts in place to rally upwards, a subsequent bull market will be all the more violent on the upside. According to Rick Rule, one of the best commodity investors of the past few decades and CEO of Sprott Global, this will be the investment of choice for him and all his clients and after looking at the numbers, I can't say anything except I fully agree with him. This investment idea is gaining traction and while it is good to always be diversified, it would almost be foolish not to allocate at least a part of your portfolio into commodities. It is what I will be doing and I expect it to outperform the broad equities market in the coming decade. Disclaimer: Make sure to always do your own research when deciding what is right for you. Everybody has different goals and different portfolio's, I am just here to present a different investment oppertunity that I don't see extensively discussed on this sub. Best of luck out there and have a good day. [link] [comments]  |
| Exclusive: Exxon downsizes global empire as Wall Street worries about dividend Posted: 08 Sep 2020 05:51 AM PDT "Ill-timed bets on rising demand have Exxon Mobil Corp (XOM.N) facing a shortfall of about $48 billion through 2021, according to a Reuters tally and Wall Street estimates, a situation that will require the top U.S. oil company to make deep cuts to its staff and projects." (https://www.reuters.com/article/us-exxon-mobil-spending-exclusive-idUSKBN25Z0H7) [link] [comments]  |
| Energy Sector - Long and Short Plays Posted: 08 Sep 2020 05:38 AM PDT I have seen a few people posting about the energy sector and I think at this point there are some really good buys out there. Personally looking at Exxon and Suncor. Exxon simply for size and connections. Suncor because in Canada it has a lot of infrastructure, diversification, and unlike CNQ it was wise enough to cut the dividend. Ideally I would like to see them cut it all together and take the dip in the share price while it is dipping anyway and use all that extra capital for the horizon instead of the playing the short game. Today and this week it may get ugly but some quick plays could provide a good bounce like it did a few weeks back when it did that quick 5-7% in a day. Mid to long term some money as they gobble up the small ones unable to survive in this climate. At least this sector isn't grossly over valued and pumped like Tech is or should I say was? [link] [comments]  |
| Investing in music/film royalties? Posted: 07 Sep 2020 10:19 PM PDT Investing in music/film royalties? Anyone have any experience or guidance with investing in film or music royalties? This is a new field of investing for me. I discovered it while browsing the web. Any advice or resource (even if you could share a link) to learn more about this field would be much appreciated. [link] [comments]  |
| Nutanix: Exposure to Cloud and SaaS for More Reasonable Price Posted: 08 Sep 2020 07:13 AM PDT Nutanix has been a leader in hyper-converged infrastructure (HCI) since its founding in 2009. HCI technology modernizes data center infrastructure by integrating compute, storage, and networking into a unified pool of software-defined resources. The previous reliance on a three-tier architecture of separate compute, storage, and networking hardware limited the ability to scale and increased the costs and resources associated with data center management. With growing adoption of the public cloud over the past decade, enterprises began shifting more and more workloads to remote data centers to boost agility and gain access to additional computing power. However, not all applications can or should be run from a public cloud environment. And for companies seeking better control and security, hybrid cloud became a popular approach. As the hybrid cloud – or the combined use of public cloud and on-premise data center – emerged, so too did HCI. The HCI market has grown from a non-material level only several years ago to $3.9bn in the first quarter of 2020 according to IDC. But as HCI experienced rapid growth, larger players entered the space, such as, VMware and Dell EMC, Cisco, HPE, and Microsoft. Despite initial success following its 2016 IPO, Nutanix shares have steadily declined from over $60 in 2018 to $25.07 today. During that time, VMware began to take market share from Nutanix. In the same report from IDC, VMware market share stood at 41.1% compared to 27% for Nutanix. So far this year, resiliency in tech earnings in the face of the worst economic climate since the financial crisis has led to considerable outperformance for the Nasdaq. As investors piled into the tech trade and bid up cloud, software, and work-from-home stocks to all-time highs, the momentum has distorted risk-pricing of mega cap and hypergrowth tech equities and created a perceived invulnerability of the largest YTD gainers. However, given the role of passive investing and ETFs in boosting the overall performance of the market, near-term the mega cap hypergrowth tech trade remains disproportionately exposed to significant recalibration as we have pointed out recently. In this environment of tech exuberance, hyper growth companies like Okta, CrowdStrike, and Datadog trade from anywhere between 30x to 50x sales. There are even more extreme examples like Shopify (61x) or Zoom (80x). At only 3.73X sales, Nutanix offers much better short-term downside protection relative to other companies while also providing exposure to several important cloud-based technology trends. More importantly, over the long-term, Nutanix is starting to show significant momentum in its transformation from a hardware company to hybrid and multicloud enterprise software provider. At current valuations, Nutanix is priced for further market share erosion, low probability of market share recovery or revenue growth reacceleration, and minimal value in its non-core software. Therefore the combination between the broader market climate and several important developments set Nutanix up for market outperformance over the next few years.
HCI for Hybrid and Multicloud With all of the attention given to public cloud platforms, mainly AWS and Azure, it could be easy to overlook just how popular hybrid cloud has become. Software company Flexera conducted a survey in 2020 and found that 87% of enterprise cloud users deploy a hybrid strategy. And in a 2019 study by Gartner, 81% of respondents said they work with at least two public cloud providers as part of a multicloud strategy. Between hybrid and multicloud use cases, HCI is projected to grow at a CAGR of over 25% over the next five years and pass $25bn in total market value in that time. For hybrid cloud customers, the combination of pooled data center resources and virtualization makes it easier to scale up or down while reducing CAPEX spend and risks of upgrading IT infrastructure. HCI also helps multicloud users by optimizing containerization and maintaining more consistent performance across public cloud platforms and instances. In computing, containers are simply a standardized packaging unit that simplifies the transfer and deployment of applications across different computing environments. Although VMware has continued to take market share in HCI to the detriment of Nutanix, the two companies are considered peer players and the two market leaders by Gartner (whereas Forrester gives an edge to Nutanix). The Nutanix core HCI product is called Acropolis (AOS). It is a software-defined HCI stack that includes a user-friendly control console called Prism and the optional use of the free Nutanix hypervisor AHV (a hypervisor is software or hardware the creates, initializes, and monitors virtual machines). The main advantages claimed by Nutanix to using AOS over competing offerings is the flexibility to choose the right hypervisor for the right workload. With AOS, customers can either use Nutanix AHV, VMware ESXi, or Microsoft Hyper-V. Moreover, AOS keeps data local to the application to speed performance times and optimize network traffic. According to Nutanix, IT organizations can reduce total cost of infrastructure operation up to 60% using AOS. Shift to Software and Subscription Model At the beginning of FY18, Nutanix began to transition from a hardware provider to a software-centric model. The following year, the company announced a shift to a subscription-based approach. The goal of the dual strategy is to optimize Nutanix as a cloud and hardware agnostic platform, giving customers greater choice over hardware systems and reducing the risk of single-vendor lock-in. In the near-term, the move to subscriptions caused some temporary pressure on revenues and exacerbated declining market share. For example, without the model transition, FY19 revenue would have risen 26% versus the 7% reported. Under a subscription model, SaaS companies receive less money up front and tend to report the health of the pipeline in billings rather than purely revenue. However, Nutanix reported in August that 88% of total billings are now subscription-based. This means that the transition to the new model is almost complete. And while there was some initial pain associated with the move, the combination of deferred revenue and impending renewals sets the company up for revenue acceleration in coming quarters. Nutanix ended the most recent quarter with $1.18bn in deferred revenue, marking growth of 30% YoY. Average contract values were up 125%. In addition, renewal billings only contributed 10% to overall FY20 revenues. With a 96% customer retention rate, an uptick in renewals could provide a sizeable bump to billings beyond what is currently captured in the average contract values. Perhaps most importantly, though, the new model has enabled Nutanix to drastically improve gross margins. Non-GAPP gross margins were 81% in August after being as low as 59% in April 2017. While the company will certainly have to address its growing losses at some point, the recent investment of $750mn by Bain Capital buys Nutanix more time to build out its software suite and improve its competitive positioning and sales posture within the enterprise SaaS market. Once the company begins to focus on leveraging free cash flow, earnings power should greatly improve and contribute to multiple expansion. Nutanix Xi, TAM, and RegTech Apart from simply packaging the core HCI platform as a software service, Nutanix has spent the last two years building out a broader range of enterprise cloud software solutions under the Nutanix Xi brand. Some of the products include database-as-a-service (Nutanix Era), application lifecycle management (Nutanix Calm), networking, application, and virtualization security (Nutanix Flow), unified public/private cloud monitoring, data security, and compliance (Xi Beam), and an edge device and IoT application and data management solution (Xi IoT), among others. When including these new markets, Nutanix now sees a TAM of $200bn – nearly double the value attributed to the core HCI business. Within the Nutanix TAM breakdown, the company does not specify the areas of hybrid cloud and edge that it plans to pursue. One rapidly growing area of edge-to-cloud that the company is exposed to, though, is RegTech. RegTech as a broad concept leverages software solutions to help companies optimize reporting, risk management, and regulatory compliance associated with user data. Although originally associated with the financial industry for functions such as anti-money laundering, RegTech will also benefit hybrid, multicloud, and edge-enabled computing, networking, and services by making regulatory compliance more efficient and less costly. As 5G network buildouts mature, the use of edge computing expands, and billions of IoT devices start to come online, up to 175 ZB of data will be generated by 2025. And as regulatory frameworks become more complex, AI/ML RegTech in particular can improve data discovery and controls and eventually automate the compliance lifecycle. All of these features greatly lower risk of non-compliance and reduce management and reporting costs required by a growing number of regulations - on top of existing frameworks such as GDPR, HIPPA, PCI DSS, NIST, SOX, and numerous others. Because RegTech is starting to expand beyond the financial industry, market forecasts vary greatly. However, software-based regulatory compliance is already a multi-billion-dollar industry. And studies project the market could be worth anywhere from $16bn to $55bn by 2025. While some more security-oriented technology companies are present in the cloud compliance space, and there are startups looking to augment the AI/ML aspects of the process, there is an opportunity for a more integrated approach. A dedicated edge-to-cloud RegTech service under Nutanix Xi Beam cloud fill that gap by specifically targeting use cases across multiple clouds and with a mixture of public cloud and on-premise compute. Although primarily a cloud cost optimization tool at first, Xi Beam has out-of-the-box regulatory compliance policies that can help determine the extent to which cloud environments remain in compliance with important frameworks such as PCI-DSS, HIPAA, NIST, CIS, and others. Beam's compliance tools enable customers to visualize their data, potential risks, and necessary configuration adjustments to keep costs down and free up valuable IT staffing resources. Nutanix notes that Beam can help companies save up to 35% on multicloud spend, but that figure is likely to rise as hybrid, multicloud, and edge customers are forced to dedicate resources to managing compliance with a massive stream of new data. Xi Beam already utilizes machine-learning to optimize cost controls and cloud resources to improve spend and consumption. Leveraging machine-learning to likewise automate more aspects of the regulatory compliance and reporting cycle – in combination with the range of features for more general cloud cost controls – could make Xi Beam an early leader in what is likely to become a lucrative end market, adding another growth driver for the company. Conclusion Declining market share in HCI, increased competition, and near-term pressures associated with the shift from a hardware to software company have contributed to declines in Nutanix shares over the past couple of years. At current multiples, market is pricing in low probability of recovery in market share while also assigning little value to the broader platform of enterprise SaaS offerings. Given the mega cap and hyper growth tech trade has become overheated, and companies with sky-high price-to-sales multiples have become increasingly vulnerable to a near-term reversion, companies with more attractive valuations and exposure to high-growth end markets are likely to outperform.
You can also find me on Twitter @BlackjacketCo where I write about emerging technologies and long-term market trends. Thanks for reading! [link] [comments]  |
| Why Disney could pop off in the next 5 months because of these 3 reasons: Posted: 07 Sep 2020 06:26 PM PDT A: Marvels fan base has reeled in 22 billion dollars (Averages 1 billion dollars per movie). Disney+ shows releasing will give Disney more money than a theatrical release. With each show having 6/8 episodes, spread out to one episode per week, and the one week wait before the premiere the viewer will pay for $14 dollars to watch the full show, and being there is 4 shows, that would be $56 dollars per account, and each account is subscribed for about 3/4 of a year. I argue that the marvel fan base craving new content stuck in there homes would un-questionably buy this. Marvel's fan base has broken records. Avengers Endgame grossed over 2 billion dollars. The business plan they have set of "watch it or have it spoiled" is such a great pull to buy. Look at hamilton. It cost Disney 75 million dollars to show, and they earned 752,451 watchers ($5,267,157). The fan base plan works B: Disney tried out their theatrical release program with Mulan. If they were to establish this with Black Widow, at $30 it could be INCREDIBLE. Let's say the number of people who saw Guardians of the Galaxy (#11 out of the top movies, being fair here) purchased it. The movie made $722 million in the box office (ONE OF THE WORST, AGAIN IM BEING FAIR HERE). Let's divide it by 11 dollars, the average ticket cost being either 8 and 13. You get 65 million people. Let's say that 10 percent of those people will watch the movie either pirated, in the same household, or with the same account. You earn $900 million dollars, and that is being extremely extremely fair. NOT TO MENTION: TO PAY THE $30 YOU NEED TO BE A SUBSCRIBER. Disney could make substantial new numbers just from subscribing and keeping people if they enjoy it. C: ESPN has seen a large increase in viewing numbers since the NBA resumed. You could argue this is the case because everyone is stuck inside, and the NBA is on almost every day. Because earnings were reported when Disney was making little profit from ESPN at the time due to COVID, I would argue that with the massive increase it could surprise investors. D: The money that is going to be gained when parks, services, cruises all come back will just be on top of the money pile. I'm 16 years old, I have a joint account with my dad and have been investing with the money I am making from my job. I am learning this business but I hope you enjoyed that analysis. [link] [comments]  |
| A question concerning certain companies that invested in certain companies Posted: 07 Sep 2020 09:39 AM PDT So I'm personally bullish on Sea Ltd($SE), but since Tencent($TCEHY) owns a significant chunk of Sea Ltd and Tencent is more diversified(with more products), would it make sense to buy Tencent instead for the added "safety"? tldr; does it make sense to have exposure to Sea Ltd via buying Tencent instead? [link] [comments]  |
| Posted: 08 Sep 2020 05:37 AM PDT I did lots of research before buying and do believe that this company will keep growing over time. I managed to buy at its peak before its fall. Now the pre-market shows that it will start trading below 470 today. Any other people here in the same boat? Or others holding NVDA? Would like to hear your thoughts. [link] [comments]  |
| What are some good investment strategies and resources? Posted: 08 Sep 2020 05:06 AM PDT A few questions: Would anyone mind sharing some of their stock strategies on how to not get destroyed on big dips like on Thursday? Strategies like using stop orders or trailing stop orders and at what price point or percentage? Are there any sites that provide already counted Elliott Waves? Did any any analyst correctly predict Thursdays dip/correction? Who's a good analyst to follow? Thanks [link] [comments]  |
| Posted: 07 Sep 2020 06:34 PM PDT Hey folks, I'm a trader and investor. Just played crowdstrike and rocket earnings and will be in lululemon tomorrow. My knowledge of the stock market, trading, and investing is okay, but limited. I have 3 boys-10, 8, and 2 years old. I'm not sure how the winter will play out so next year, likely around March, I will be starting an investment account for the three of them. I'm going to invest $5000 a piece for a total of $15k I'd like this to be for the rest of their life but also for car, college tuition, etc... Whatever they may need along the way, assuming they are deserving. I'm thinking around 7 or 8 different stocks would be easy to manage and close to a "set it and forget it" kind of investment. I'm looking for ideas and will also tell you what i'm thinking. First and foremost, I believe cloud computing is the future. Here are my picks and any tips, optimistic or pessimistic thoughts are welcome. Let's say these are for 10+ years Crowdstrike Datadog Teladoc The trade desk Intuitive surgical Livongo Nvidia Roku Microsoft Intel PayPal Square And of course Apple Please tell me what you think ✌️ [link] [comments]  |
| Place To View List Of Earnings Results Posted: 07 Sep 2020 02:03 PM PDT I'm wondering if there is a place where you can pull data on the earnings results for multiple companies at once. Something that indicates whether their earnings beat, met, or missed. I've tried google searching but nothings come up. Anybody know of such a thing? Willing to pay for access. Thanks for any info. [link] [comments]  |
| Posted: 07 Sep 2020 10:42 AM PDT Battery start-up QuantumScape to list via Spac deal This one flew under the radar. $KCAC already up by 127% since 2/9. I've heard of this one before, it was spun off Stanford University R&D into solid state batteries. The investor profile is pretty impressive with VW & and Bill Gates among their main investors. Tesla is on the board. From what I understood, they basically have an agreement for VW to offtake part of their production once line is operational by 2025. As we all know & constantly reminded the EV "mega trend" is on fire & has huge potential at least from a technicals stand point in the current market. According to the CEO, their batteries can almost double the range of lithium ion batteries and charge in 15 min or so & is potentially cheaper. What do you guys think, should we consider a momentum trade on this one? The basically will take the money for expansion and will only be operational in 5 years if they don't go bust before then. [link] [comments]  |
| Would you consider giving up US citizenship to save capital gains taxes? (details below) Posted: 07 Sep 2020 11:57 PM PDT Did anyone here do what Eduardo Saverin of Facebook did? He had more than 1 passport at the time and then gave up US citizenship in order to avoid capital gains taxes due to taxation of global income. edit: Considering doing this within the next few years [link] [comments]  |
| Posted: 07 Sep 2020 08:04 PM PDT Hi folks, SWAN recently came on my radar (after I read Blackswan and was looking for trading insights...) Anyways it's been around for a long time as an index: https://snetworkglobalindexes.com/indexes/s-network-blackswan-core-index/data/constituentdata/swanxt and now since a few years ago as an ETF https://seekingalpha.com/symbol/SWAN Reward vs volatility it looks fantastic - particularly for someone who's a bit on the conservative side like myself. Under the hood they seem to have a mix of treasuries and S&P option contracts. For those more knowledge - was curious to hear opinions about a managed ETF like this? I'm particularly curious regarding how these strategies would behave in an inflationary time or on the other hand if interest rates start to go back up? I would imagine there to be impact on this ETF given the treasure holdings but I don't know how those relationships work. [link] [comments]  |
| Parent/ holding company’s for investments and ventures Posted: 07 Sep 2020 10:37 PM PDT Does anyone use a parent company to own business ventures such as REI company's? Ex- Parent Company 1 Owns 50% in Real estate investing company (with a partner) Owns 100% in single member RE investing company Basically my point is I plan on have a REI Company with a partner and one by my self. I also wanna do many other business ventures one I build capital such as franchises(McDonald's as an example). I want to own it all through my parent company. Is this possible? Thanks for any and all help and advice! [link] [comments]  |
| Contrarian Investing Strategy - overview & comments Posted: 07 Sep 2020 01:51 PM PDT Hi all. I recently read the book Contrarian Investing by Anthony Gallea and William Patalon. It was published in 1998 so a bit dated, however it lays out a very clear investment strategy with a lot of evidence behind it - arguably, the principles may be timeless. I've been implementing this strategy myself with a portion of my portfolio, and while it's too early to comment on results, I thought other people might be interested to see a TLDR of the book. I'd also be curious to hear comments/suggestions or ways this strategy might be improved. To cut it down to bare essence, the Contrarian Investing book recommends the following strategy. Step 1: Look for a company whose share price is <50% of it's 52-week high. (A technical indicator). This forms the "universe" of possible companies you may want to buy into. Step 1.5: has there been significant insider buying on this company, of >$120,000 worth of shares? (Insiders must report to the SEC when they buy/sell). If yes, very strong chance that you want to buy in as well. Step 2: Fundamental screening. Look for at least 2 of the following attributes:
If at least 2 of these, the company is likely being undervalued by the market and you might want to buy some. Beware: if all 4 of these are true, the company might be in dire straits and won't recover. (A value trap - avoid these) Step 3: Selling. Sell your position in a company when one of the following has happened:
In addition to the stop loss, size positions so that no company takes up >5% of portfolio, and no sector/theme >20%. Combined with the stop-loss at 25%, no single position should be able to hurt your portfolio more than 1% - so you can stay in the game. Based on the evidence in the book, this strategy outperformed the market. Value investing (of which this is a variety) has been pretty unlucky the past 10 years - but who knows what the future may hold. Why I think this has potential:
Anyway, that is the strategy. I have been executing it over the past month. Holding periods expected on each position range from 1-3 years so it is truly too early to comment - I have had a few immediately appreciate when I closely tracked insider buying, and followed suit - something to be aware of for sure. Has anyone else tried this strategy or a variant on it to any success? [link] [comments]  |
| Stock in Nio and how it relates to Tesla Posted: 07 Sep 2020 10:27 AM PDT I have about $1,000 in NIO and I believe in its business and ability to grow in the EV industry. My concern is that many EV stocks seem to correlate with Tesla's price, and even though I very much think NIO's value will grow, if Tesla were to crash (which i think is very much a possibility given how insanely overvalued it is) I am afraid of NIO then dropping in price as well just due to this fact. Do you think owning NIO is therefore somewhat risky? Obviously I understand you're taking a risk in any stock but in terms of how Tesla influences other EV stocks? [link] [comments]  |
| Posted: 07 Sep 2020 06:59 PM PDT For a while now I have been seeing Graze Mowing ads on instagram saying you can invest into them to help start the company up at first I thought it was stupid but im looking more into them and I kinda like the idea but have never done any Private Equity investing before and im trying to research how exactly it works out but it seems somewhat complex in Graze Mowings situation you need to invest a minimum of $998 at a share price of $5.80 which if I invest that minimum comes out to just over 172 shares but isnt there a huge chance they never go public and this is just lost money? and if they do go public how would I receive my shares in the company? [link] [comments]  |
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