Stocks - r/Stocks Daily Discussion Monday - Sep 28, 2020 |
- r/Stocks Daily Discussion Monday - Sep 28, 2020
- Musk Sets Sights on Selling 20 Million Teslas by ’27. That Means 70% Annual Growth.
- PYPL is developing an e-commerce platform
- Too much riding on stimulus, set stop loss orders
- 7 mill NKLA stocks held by WOR unlock on Thu 10/1
- Stock futures are up heading into Oct. after 4 weeks of a downward trend
- Which brand is slowly emerging in the daily person's life?
- Is Corsair Gaming (CRSR) a good buy?
- Would it be smarter to invest in High Growth or High Dividend for 401k?
- Dont get too comfortable, use the past to your advantage
- Pelosi on Sunday said another stimulus plan is possible as House Dems try to forge ahead on a smaller aid package costing about $2.4 trillion.
- Morning Market Synopsis - Monday, Sept. 28, 2020
- Warrants for Chamath's SPACs--called TD and they didn't know anything
- Good time to buy AMZN?
- Federal judge postpones Trump ban on popular app TikTok
- What major companies do you think will have steady but significant gains/growth over the next 10-15 years?
- PECK a good solar in coming months?
- Should I exercise this option?
- Stocks for 2030 - Which of these would you put money toward?
- New IPO. CRSR
- Best 5G play for the coming year?
- Long term or Short term stocks?
- Windstream
- Compilation of useful Trading / Economic news Telegram channels. Maybe that will help you
- AMZN still under value for these 3 reasons
| r/Stocks Daily Discussion Monday - Sep 28, 2020 Posted: 28 Sep 2020 01:08 AM PDT These daily discussions run from Monday to Friday including during our themed posts. Some helpful links:
If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned. Please discuss your portfolios in the Rate My Portfolio sticky.. See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday. [link] [comments]  |
| Musk Sets Sights on Selling 20 Million Teslas by ’27. That Means 70% Annual Growth. Posted: 28 Sep 2020 08:31 AM PDT Tesla  CEO Elon Musk tweeted Monday morning that his company might sell 20 million cars by 2027 and he sees 30 million electric vehicles sold across the industry. The numbers are almost too big to contemplate, no matter how investors dissect them, and dissect them they will. Tesla (ticker: TSLA) is expected to deliver about 141,000 cars in the third quarter of 2020 and 483,000 cars for the full year. That amounts to about 30% growth compared with 2019—an impressive achievement given the global pandemic. Ford Motor  (F) sales, for comparison, are expected to dip about 20% in 2020. A few numbers were being tweeted. "Seven years for sure to 30 [million plus] new fully electric vehicles per year, six years maybe," said Musk. "Five years is possible, but unlikely. An extra year makes a giant difference when it comes to exponentials." The 20 million stretch goal is more than 40 times higher than this year's production and works out to an average annual growth rate of roughly 70%. There is precedent. Tesla increased deliveries by about 100% a year on average in the seven years from 2012 to 2019. But Tesla was starting off a base of fewer than 3,000 cars. What's more, it invested about $11 billion from 2012 to 2019 to produce more cars. It has become more efficient over time, but raising production to 20 million vehicles could take up to $100 billion. That is a rough estimate and, again, hard to contemplate. Toyota Motor  (TM) sold about 9 million cars in 2019. It spent roughly $100 billion over the past decade renewing its capacity and retooling plants as new cars were introduced. In the global auto business the numbers are huge. None of this accounts for the ramp-up in the supply chain that will be required to take EV penetration globally from roughly 2% to 30%, based on Musk's comments. He spoke to that issue at his company's Sept. 22 battery technology day. "We're not getting into the [battery] cell business because we—just for the hell of it," Musk said. "It's because it's the fundamental constraint. It's the thing that is the limiting factor for rapid growth." At the event, Tesla laid out plans to cut battery costs by more than 50%. It also outlined plans to cut the amount of investment required to build new battery capacity by about 75%. Obviously, 20 million out of 30 million vehicles works out to market share of 67%. Tesla's share of EV sales in the U.S. was about 55% in 2018 and 2019. Those are the first two years of significant sales of the Model 3, the company's lower-priced model. Musk also said he thinks battery improvements will enable the company to profitably sell a $25,000 car. The Model 3 starts at $35,000. It is worth noting that Tesla achieved 55% share selling cars with an average price of about $75,000. Ford's average selling price is closer to $30,000 per vehicle. If Tesla were to reach 20 million sales, it would mean the company is generating, perhaps, $800 billion in sales and $100 billion in earnings before interest, taxes, depreciation and amortization. There is a long way to go to get there. Investors may be inclined to believe Musk. He's had a good year. Tesla shares are up 387% year to date, as of Friday's closing price, far better than comparable returns of the S&P 500 and Dow Jones Industrial Average. Gains have made Tesla the world's most valuable auto maker. Source: Barron's Thanks for the awards. [link] [comments]  |
| PYPL is developing an e-commerce platform Posted: 27 Sep 2020 10:35 PM PDT I've been using PayPal for years as a payment gateway, and yesterday PayPal paid me $15 to do a 20 minute survey. Every question was tailored towards e-commerce, online marketplaces and payment gateways, and frequently mentioned Shopify, WooCommerce, Wix, Amazon, eBay etc, by asking about how I use the platforms, what tools do I use, what would I recommend, what it would take for me to switch to a competitor etc. Every answer seemed to provide some sort of feedback as to what my perfect e-commerce platform would contain. I've just done some research and found that PayPal have actually openly said that they are developing an e-commerce platform which will bring together a comprehensive set of technology and tools to help businesses of all sizes. [link] [comments]  |
| Too much riding on stimulus, set stop loss orders Posted: 28 Sep 2020 10:16 AM PDT The market is finally up a decent amount. Most of you who invested over the last month or two have probably broke even or at a slight gain. I've been following the next stimulus for months now and right now is a time of extreme risk... Congress is moving towards passing a stimulus but right now it's like a 50-50 chance of passing. It's been stalled for months, and congress is about to go on vacation until december.. If something doesn't pass in the next week or two, then there's no chance of a stimulus, and the election process begins. Extreme volitility... I'm just posting this to advise everyone to put a modest stop loss order on any large investments. Any people who a skeptical about another crash... Well it may all depend on this stimulus passing or not.. If it doesn't pass there's 30million unemployed.. It's going to get rough this holiday season. (personally I've been selling smaller positions and moving money into larger companies that are somewhat undervalued compared to others, and then placing a moderate stop-loss, that way if the stimulus pass I'll still get great earnings, if it doesn't, I'll take a slight loss and decide my options later) [link] [comments]  |
| 7 mill NKLA stocks held by WOR unlock on Thu 10/1 Posted: 28 Sep 2020 04:18 AM PDT https://www.nasdaq.com/articles/nikola-could-fall-when-the-pipe-lock-up-expires-2020-07-15 They dumped 12 mill shares so far. I would expect another dump by the end of the week, and that the market starts adjusting before that. But with NKLA...you never know [link] [comments]  |
| Stock futures are up heading into Oct. after 4 weeks of a downward trend Posted: 28 Sep 2020 05:11 AM PDT We're coming out of September, one of the historically worst months for stocks. Looks like we'll be starting the week with a refreshing sea of green. Probably more of a sign of volatility to come as opposed to a consistent upward trend. But, it's great to see nonetheless! Best of luck with your trading and investing endeavors heading into October. [link] [comments]  |
| Which brand is slowly emerging in the daily person's life? Posted: 28 Sep 2020 12:34 PM PDT Hi there, i'm wondering if anyone has noticed any not-so-well-known brands that are starting to appear in everyday life? I think this one is a tough one but curious to know your thoughts. I think one that comes to mind is maybe Square but i honesty can't think of too many right now. [link] [comments]  |
| Is Corsair Gaming (CRSR) a good buy? Posted: 28 Sep 2020 01:10 PM PDT Corsair Gaming (mainly known as Corsair) just went public a few days ago and I was wondering would they be a good investment? They are a big company mostly known for their high end gaming computers. They also have bought out smaller companies like elgato gaming in 2018 and Orgin PC in 2019. Would this investment be a good one for the long run? [link] [comments]  |
| Would it be smarter to invest in High Growth or High Dividend for 401k? Posted: 28 Sep 2020 05:53 AM PDT I'm 30 with a 401k that probably won't be getting any further contributions for awhile due to COVID so I'm debating if I should add a High Dividend Yield company to my portfolio like $ABBV and use the dividends to reinvest into High Growth companies each quarter? Otherwise, I'll probably just take whatever money I have left and divide it into growth stocks in tech. [link] [comments]  |
| Dont get too comfortable, use the past to your advantage Posted: 28 Sep 2020 10:23 AM PDT I am currently up 4% total from the September dips , I was up about 10% before that , with elections coming up I am looking to sell soon and hold cash for october dips and volatility with elections very close Remember how comfortable we were before September when we were in the green, be ready to take some gains and buy back in after elections ! Dont make the same mistake twice [link] [comments]  |
| Posted: 28 Sep 2020 12:00 PM PDT Negotiations August, but now Treasury Secretary Steven Mnuchin said he and Pelosi have agreed to restart talks. The chamber could vote on the bill as soon as next week. The legislation will include unemployment benefits, direct payments to Americans, Paycheck Protection Program small business loans and aid for airlines. Pelosi, facing growing pressure from moderate Democrats, has tried to convince Mnuchin and White House Chief of Staff Mark Meadows to increase the administration's $1.3 trillion offer by an additional $1 trillion. However, Mnuchin signaled earlier this month that the administration would not approve a plan that was larger than $1.5 trillion. https://www.cnbc.com/2020/09/27/pelosi-believes-coronavirus-relief-deal-still-possible.html [link] [comments]  |
| Morning Market Synopsis - Monday, Sept. 28, 2020 Posted: 28 Sep 2020 08:02 AM PDT US equities higher: Dow +1.80%, S&P 500 +1.54%, Nasdaq +1.28%, Russell 2000 +2.13%
Notable Gainers:
Notable Decliners:
09:56:44 AM CDT on 28 Sep '20 [link] [comments]  |
| Warrants for Chamath's SPACs--called TD and they didn't know anything Posted: 28 Sep 2020 12:32 PM PDT I've been hearing that the warrants for IPOC--and I assume the others--are 1/3 of a share. But outside the fee (of course), they couldn't tell me for sure. Apparently Chamath hasn't released any official details which is also strange for a ticker that's already up. Does anyone know for sure what the details are? I'm not going to buy unless I know, which would be foolish. This really is the wild west of IPOs. SPACs are so new, none of the people I talked to at TD even knew what I was talking about until I led them through it. [link] [comments]  |
| Posted: 28 Sep 2020 09:42 AM PDT Hey guys, So as the title suggests, is it a good time to buy Amazon. i'm asking this because they've had a little bit of a lull in the past month and I'm thinking it's a good time to buy before they go up again what do you guys think? Or should I wait until after the election and see how that goes because normally everything drops? [link] [comments]  |
| Federal judge postpones Trump ban on popular app TikTok Posted: 27 Sep 2020 05:53 PM PDT The ruling followed an emergency hearing Sunday morning in which lawyers for TikTok argued that the administration's app-store ban would infringe on the company's First Amendment rights and do irreparable harm to the business. Earlier this year, President Donald Trump declared that TikTok was a threat to national security and that it must either sell its U.S. operations to U.S. companies or be barred from the country. NEW YORK (AP) — Lawyers for TikTok pleaded with a U.S. federal judge on Sunday to delay the Trump Administration's ban of the popular video sharing program from app stores set to take effect at the end of the day, arguing the move would infringe on First Amendment rights and do irreparable harm to the business. The 90-minute hearing came after President Donald Trump declared this summer that TikTok was a threat to national security and that it either sold its U.S. operations to U.S. companies or the app would be barred from the country. TikTok, owned by Chinese company ByteDance, is scrambling to firm up a deal tentatively struck a week ago in which it would partner with tech company Oracle and retailer Walmart and that would get the blessing of the Chinese and American governments. In the meantime, it is fighting to keep the app available in the U.S. The ban on new downloads of TikTok, which has about 100 million users in the U.S, was delayed once by the government. A more comprehensive ban is scheduled for November, about a week after the presidential election. Judge Carl Nichols of the U.S. District Court for the District of Columbia said he would make a decision by late Sunday, leaving TikTok's fate hanging. In arguments to Judge Nichols, TikTok lawyer John Hall said that TikTok is more than an app but rather is a "modern day version of a town square." "If that prohibition goes into effect at midnight, the consequences immediately are grave,'" Hall said. "It would be no different than the government locking the doors to a public forum, roping off that town square" at a time when a free exchange of ideas is necessary heading into a polarized election. Hall called the ban "punitive," noting that this is "just a blunt way to whack the company now while doing nothing to achieve the stated objective of the prohibition. " TikTok lawyers also argued that a ban on the app would stop tens of thousands of potential viewers and content creators every month and would also hurt its ability to hire new talent. In addition, Hall argued that a ban would prevent existing users from automatically receiving security updates, eroding national security. "This is the most immediate national security threat," argued Schwei. "It is a threat today. It is a risk today and therefore it deserves to be addressed today even while other things are ongoing and playing out." Schwei also argued that TikTok lawyers failed to prove it would suffer irreparable business harm. Trump set the process in motion with executive orders in August that declared TikTok and another Chinese app, WeChat, as threats to national security. The White House says the video service is a security risk because the personal information of its millions of U.S. users could be handed over to Chinese authorities. Trump has said he would approve a proposed deal in which Oracle and Walmart could initially own a combined 20% of a new U.S. entity, TikTok Global. Trump also said he could retract his approval if Oracle doesn't have "total control." The two sides of the TikTok deal have also appeared at odds over the corporate structure of TikTok Global. ByteDance said last week that it will still own 80% of the U.S. entity after a financing round. Oracle, meanwhile, put out a statement saying that Americans "will be the majority and ByteDance will have no ownership in TikTok Global." Chinese media have criticized the deal as bullying and extortion, suggesting that the Chinese government is not happy with the arrangement. ByteDance said Thursday it has applied for a Chinese technology export license after Beijing tightened control over exports last month in an effort to gain leverage over Washington's attempt to force an outright sale of TikTok to U.S. owners. [link] [comments]  |
| Posted: 28 Sep 2020 08:16 AM PDT $100-200 price per a share ideally and I'd say the most important thing is why do you believe this to be the case. I'd say if you don't have conviction in the company then your beliefs are misplaced, am I right? [link] [comments]  |
| PECK a good solar in coming months? Posted: 28 Sep 2020 10:27 AM PDT So, we all saw the huge jump that Sunworks (SUNW) had last week, seemingly out of nowhere. However, I've had my eyes on Peck Holdings since they are merging together soon. We know the election is upcoming, and if Biden wins, there's probably gunna be a big jump in alternative energy stocks. I think my plan will be to swing trade PECK in the meantime, and see if the hype builds before election. But if the election goes the opposite way, there might be a price dump right after (let's be honest, the whole damn market could crash lol). If the price drops out, I'll probably snag some cheaper shares and hold 'em through Q4 to hopefully get the boost that comes with mergers usually. What are y'alls thoughts? [link] [comments]  |
| Should I exercise this option? Posted: 28 Sep 2020 01:56 PM PDT On may 11 I bought two $4 calls of CBAY (avg cost $2) that expire of 10/16. CBAY is now selling at $6.31 a share, but my calls are only worth $1.85 as of today (don't know why). If I exercise (buy) those options myself, I'd be getting 200 shares of CBAY at $4 (paying $800), right? And if I had 400 share of CBAY right now it'd be worth $2524, right? This seems simple, but am I flat-out wrong and should just stick to stuffing my cash under my mattress? [link] [comments]  |
| Stocks for 2030 - Which of these would you put money toward? Posted: 28 Sep 2020 06:16 AM PDT I'm debating which growth stock to add a position to. All of them seem to have considerable pro's and con's: $JD (china), $NIO (china), $SQ (competition), $NET (competition), $TDOC and $ISRG (good buy point?) Runner ups for me are $NVDA, $SHOP, and $MELI but both have grown considerably over the last few years. [link] [comments]  |
| Posted: 28 Sep 2020 01:05 PM PDT So Corsair came out... for those who don't know it yet. CRSR probably one of the best memory chips out there... amazing peripherals. Very good company overall, should be a pretty stable uptred stock in the long run... [link] [comments]  |
| Best 5G play for the coming year? Posted: 28 Sep 2020 01:45 AM PDT I've bought myself into Ericsson ($ERIC) for a nice amount and Nokia ($NOK) for a smaller amount. What do you guys think will be the best 5G play? I think both have more potential, what are your thoughts on these stocks (or similar ones)? [link] [comments]  |
| Long term or Short term stocks? Posted: 28 Sep 2020 12:48 PM PDT I'm new to the stock industry and I have no experience at all or how to even go about it but do people mostly do short term or long term and also why? And what are some long term good stocks and what are very good long term or retirement stocks? Thanks in advance guys! [link] [comments]  |
| Posted: 28 Sep 2020 12:04 PM PDT Windstream has exited bankruptcy. The shares I help of WINMQ are gone, which makes sense. Can anyone tell me where I can get more info. The investor relations page is useless. Would I be safe to assume there is a new ticker or is a company de-listed after emerging from bankruptcy? [link] [comments]  |
| Compilation of useful Trading / Economic news Telegram channels. Maybe that will help you Posted: 28 Sep 2020 12:03 PM PDT Just sharing a list of Telegram channels that I personally use. Feel free to add-on. Trading:
Economics:
[link] [comments]  |
| AMZN still under value for these 3 reasons Posted: 28 Sep 2020 07:55 AM PDT I feel that AMZN is still undervalued because, firstly, it's so damn sticky it's likely to hold onto a large part of its newly expanded customer base (see below image & ticker news info from Bank of America).
Secondly, it's got a lower risk factor over the next few months because it's still a pandemic stock and experts are warning that coronavirus cases can rise significantly this Fall/Winter. Thirdly, retailers are racing to prepare for this Fall/Winter, trying to anticipate demand by stocking 10-15% more than normal of basic supplies. So we should see ongoing strong business thru Amazon, but could see a repeat of Amazon being the most reliable provisioner of households this Winter if there are more lockdowns. Retailers will be 10-15% more stocked with inventory than they were in March and hopefully people will be more prepared with supplies at home than they were in March, too. But as of Oct 1 we will have 6 months to go until cold/flu season ends in April 2021 and major food manufacturers are still low on inventory.
I feel that AMZN can meet its stock price targets over $3500 even if there's a tech stock bubble that's deflating right now. Because I think it's undervalued, I'm starting to think about call option positions that I can add to as needed. [link] [comments]  |
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