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.
- President of the USA Tests Positive For COVID-19
- Nikola targets critical YouTube accounts in copyright crackdown
- Electric truck player HYLN "IPO" and DD
- Initial Jobless Claims for the week ending on September 26: 837,000
- Trian Takes Stakes in Invesco & Janus Henderson
- ‘Ten cannabis companies’ to list on the London Stock Exchange in 2021 as regulators look to relax rules. The first UK LSE listing is now imminent.
- what is the end game for this pandemic and economy?
- Bonds Vs. High-Yield Savings Account?
- NANO-X Imaging up 20% pre-market
- Long term investors: Do we give Ford a chance? New CEO Farley takes the reigns today.
- Time to invest in climate-friendly companies?
- DKNG
- How Will We React To NKLA’s Coercion and Disinformation Campaign?
- Do investors generally care about management analysis and non-GAAP metrics?
- $AMZN - Jefferies gets "logistics expert" to analyze Amazon's fulfillment network
- Nanox Announces Live Demonstration of its Nanox.ARC System at Radiology Society of North America (RSNA) 2020
- Is this a value trap?
- Companies following market trends and if they are safer or carry more risk.
- What investments did well from 2000-2010?
- Daily Advice Thread - All basic help or advice questions must be posted here.
- How do you calculate what a good buy price is for any given stock?
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 02 Oct 2020 05:12 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]  |
| President of the USA Tests Positive For COVID-19 Posted: 01 Oct 2020 10:10 PM PDT As per CNBC You require 250 characters so Im typing more. Futures tanked hard after this news. Down 1.5% and falling. I hope this is not against the rules, this is huge news. Edit: Futures have stabilized around -1.5% to -2% as of 2am eastern time. [link] [comments]  |
| Nikola targets critical YouTube accounts in copyright crackdown Posted: 01 Oct 2020 01:58 PM PDT
https://www.ft.com/content/e2d4fa14-b61d-4302-8a6e-02ba43349452 [link] [comments]  |
| Electric truck player HYLN "IPO" and DD Posted: 02 Oct 2020 04:30 AM PDT The time for Hyliion's "IPO" (HYLN) has come. About Hyliion The company description below comes from a recent Business Wire article. I can't provide the link as a certain other company can't be mentioned in the link itself:
Investor Presentation As someone else wrote here, Hyliion (HYLN) is not the next Nikola. This is a good thing. The company's Investor Presentation can be found here. As can be shown in the presentation: 1) HYLN has its defined niche: Class 8 trucks. Not even Tesla will be competing in this field, for a decade or more. 2) HYLN has a total addressable market of $800 billion in the US alone. One customer, Agility, operates in 100 countries. 3) HYLN won't play the capital-intensive game of setting up EV-related infrastructure. They are not in the business of being a "gas station." 4) HYLN will first use renewable natural gas and natural gas generators for its Hypertruck electrified powertrain systems, yet is already developing them to be compatible with fully electric solutions such as hydrogen fuel cells. They are being practical here in addressing the needs of original equipment manufacturers (OEMs) of trucks (for the trucking industry). 5) HYLN already has operational prototypes. 6) HYLN already has million-mileage logs for the first number of trucks already deployed. Renewable Natural Gas An article on FreightWaves provides a brief summary of what renewable natural gas is:
RNG production is expected to double in the near future. Infrastructure-wise, there are plenty of natural gas stations in Europe. For example, Italy has over 1,400, while Germany has over 800. Battery Management Supply Chain Two years ago, Hyliion acquired Gentherm's battery division to have its battery management supply chain in-house. Financials Future-oriented revenue data (projections), per the Investor Presentation, are as follows: 2020: $1 million 2021: $8 million 2022: $344 million 2023: $1.0 billion 2024: $2.1 billion Not every target company in a reverse merger discloses current or historical financial information. In this case, however, such information can be found in an SEC filing. Values and Governance Hyliion has just committed to its reverse merger while having a non-classified board. It's one thing to assert that the company isn't conducive to fraud like Nikola has been (such as plastic model vehicles with no operating prototypes, or fake orders). It's quite another to demonstrate this. One of the problems Nikola has is having a classified board. In the long run, a classified board isn't as effective as a non-classified board. This comparison extends to fraud prevention. Stock Price Disadvantages Being an engineer by background, Thomas Healy does not have the marketing skills of Trevor Milton. While Hyliion itself has the potential to break away from the Nikola drama, HYLN's price will likely remain quite dependent upon TSLA's price movements, just like all the other stocks in the EV space. Any out-of-control tweet by Elon Musk, let alone any performance hiccup over at Tesla, could have adverse effects on HYLN. Stock Price Advantages Even I expected a second wave of COVID-19 to have a correction effect on tech stocks. I was mistaken in this regard, as large institutional funds have rotated back into the tech sector, including that part of it which is future-tech oriented (TSLA, SHOP, FSLY, ZM, etc.). Evaluation HYLN is a solid hold for at least five years, maybe even ten. It is definitely worth a starter position first thing in the morning, and an additional position or two later in the day, for DCA purposes. Disclosure: Long on shares and warrants. [link] [comments]  |
| Initial Jobless Claims for the week ending on September 26: 837,000 Posted: 01 Oct 2020 05:37 AM PDT https://www.dol.gov/sites/dolgov/files/OPA/newsreleases/ui-claims/20201873.pdf Just over six months after the global pandemic was declared, the US is still seeing new weekly jobless claims higher than the worst week of the Global Financial Crisis. From the report:
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| Trian Takes Stakes in Invesco & Janus Henderson Posted: 02 Oct 2020 05:00 AM PDT Nelson Peltz's Trian fund has taken 9.9% stakes in both Invesco ($IVZ) and Janus Henderson Group ($JHG) with an eye on Invesco acquiring Janus Henderson to compete with larger rival Blackrock ($BLK). Invesco ($IVZ) is up 7.91% and Janus Henderson ($JHG) 6.48% in early morning trading.Nelson Peltz takes larger stakes in Invesco, Janus Henderson [link] [comments]  |
| Posted: 02 Oct 2020 01:45 AM PDT UK cash-shell company Spinnaker Opportunities hopes to become the first cannabis company to list on the London Stock Exchange - within a matter of months. And, Chairman Andy Morrison believes if it is successful, by this time next year, it could be joined by a further 10 cannabis-related businesses. This follows the release of the first official listing guidelines by the UK Financial Conduct Authority (FCA), which had previously blocked entry to the market for all cannabis companies. [link] [comments]  |
| what is the end game for this pandemic and economy? Posted: 01 Oct 2020 09:59 PM PDT a couple of observations from my microcosm of the world:
if I do some back of the napkin math, we need likely 2-3 more stimulus to buy enough time for this country to have herd immunity. by then, we've accumulated ~ 6 -8 trillion in debt as a nation. so question and title is what do you think will happen across the board and how one should invest or just hold on to cash? [link] [comments]  |
| Bonds Vs. High-Yield Savings Account? Posted: 01 Oct 2020 04:39 PM PDT I hope this question is unique enough to be allowed outside the mega thread. If not, just let me know! I currently have a High-Yield Savings account through American Express that has a current APY of 0.60%. It was 2% before the Fed slashed rates. Considering that a saving account is insured (Up to $250,000) why would anyone chose bonds over a savings account? The only bonds that can compete (Rate wise) are long term or junk bonds. [link] [comments]  |
| NANO-X Imaging up 20% pre-market Posted: 02 Oct 2020 03:06 AM PDT I've been following NNOX very closely since IPO. A summary of the activity is below: - FDA approval submitted - 6k submitted - FDA approval anticipated Q1 2020 - Analysts provide targets of $60 low, $70 high. - Citron issues [highly speculative] short report. NNOX loses c50% value @ ~$35 - Muddy Waters issues [highly speculative] short report. NNOX dips further, losing c20-30% value @ ~$23 - volatility between $23-30 over the past fortnight. - Motley Fool does interview with NNOX CEO - SK Telecom refutes short reports in the strongest terms - explosion of growth pre-market @~$30 Does anyone have more information about the last 24h? Edit: NNOX performing live demo of its ARC system in November. This is really exciting news. [link] [comments]  |
| Long term investors: Do we give Ford a chance? New CEO Farley takes the reigns today. Posted: 01 Oct 2020 07:06 AM PDT Management shift officially begins today. Farley has stated that he is intent on operational restructuring and shaking up his executive team. I think Farley brings a much needed change, but I'm wondering if they're too behind already compared to its competitors. What are your thoughts, specifically for long term investors? [link] [comments]  |
| Time to invest in climate-friendly companies? Posted: 02 Oct 2020 05:38 AM PDT It is an interesting transition, especially given the oil prices today (2/10/2020) are at an all-time low; Shell and BP shares at the LOWEST level for 25 years, indicating that investors may not be buying their 'new' clean zero carbon 2050 strategies. https://good-with-money.com/2020/09/29/how-renewables-can-make-you-money/ [link] [comments]  |
| Posted: 01 Oct 2020 09:07 AM PDT I mostly put my money into ETF's and Mutual funds in my IRA and brokerage account, but am thinking about reconsidering my strategy for draftkings. I have approximately $5.8k in cash and I keep watching this stock go up. What are some of your opinions? [link] [comments]  |
| How Will We React To NKLA’s Coercion and Disinformation Campaign? Posted: 02 Oct 2020 12:09 AM PDT First it's removing YouTube videos, what is next? Silencing journalists who publish negative articles and taking away our freedom of speech? It's a slippery slope... This type of behavior has to be sanctioned and reprimanded. It's ok to be aggressive (TSLA battling short sellers) but limiting freedom of speech using arbitrary laws reeks of decay. [link] [comments]  |
| Do investors generally care about management analysis and non-GAAP metrics? Posted: 01 Oct 2020 11:15 PM PDT Coming from accounting my instinct is to focus on GAAP only under the assumption that management analysis is just marketing always intended to make the company look as strong as possible but maybe I'm biased. Do investors (especially institutional investors) generally care more about GAAP or non-GAAP? [link] [comments]  |
| $AMZN - Jefferies gets "logistics expert" to analyze Amazon's fulfillment network Posted: 01 Oct 2020 09:33 AM PDT "We hosted a conf call with a supply chain / logistics expert to discuss the current state of AMZN's fulfillment network. Key takes: 1) Increased customer demand is causing AMZN to expand capacity at an unprecedented pace, 2) Expanded same-day delivery could be just 12 months away, 3) AMZN is taking over delivery for legacy carriers, 4) Recent moves in grocery suggest AMZN is shifting to a self-distribution model, with potential to drive margins higher." "AMZN is expanding fulfillment capacity at unprecedented pace, adding 2.25M sq ft per week, or the equivalent of ~40 football fields. AMZN's footprint has grown by ~53M sq ft (+33%) in the U.S. alone between March through September, and our expert believes could reach an additional 117M sq ft by the end of 2020. Our expert estimates another 36M of sq ft is already planned for 2021, but could end up being significantly more. To put this level of expansion in perspective, WMT operates just over 140M sq ft of DC space in the U.S., which took ~50 years to build. Interestingly, a large portion of this new capacity was already planned prior to the pandemic." "Expanded same-day delivery could be just 12 months away: Our expert believes that AMZN is building out same-day capabilities by morphing its traditional delivery stations into hybrid facilities (opening up to 700K sq ft facilities vs traditional 100-150K sq ft) that can handle the dual function of being a delivery station and fulfillment center. The strategy helps bypass sortation centers, cutting down on time and costs, with an initial focus on fast-moving consumer goods (top 30-40K SKUs) within the top 50 metro areas. Currently, AMZN operates 336 delivery stations, which are expected to grow to ~430 by year-end and to 1,000-1,500 over time, enabling AMZN to eventually reach 85% of the U.S. population. Our expert believes these capacity additions may position AMZN to announce expanded same-day delivery offerings within the next 12 months." "AMZN is disintermediating third-party carriers: Our expert estimates Amazon Logistics will handle 5B+ packages in the U.S. during 2020 (or 67% of total), double the ~2.5B packages handled last year (or 50% of total). For comparison, our expert estimates UPS and FedEx will handle 5.3B/3.1B packages in the U.S. during 2020. As AMZN builds more delivery stations and moves closer to 85% coverage, a diminishing portion of volume will go through third-party carriers. Once AMZN's network reaches full scale, our expert believes UPS will be primarily handling "out-of-region customers" (where AMZN does not have any facilities) and USPS will be handling low-density parts of the country." "AMZN is making initial moves toward self-distribution in grocery retail: In an industry characterized by economies of scale, AMZN is taking initial steps to compete more effectively against the leaders in grocery by becoming a more efficient and profitable operator. AMZN recently leased a 1.1M sq ft grocery distribution center in Orlando, Florida. Eventually, our expert envisions AMZN building a nationwide network of 10-12 dedicated retail grocery distribution centers, which would involve a capital investment of $1.5-2.0B over the next 5 years." [link] [comments]  |
| Posted: 01 Oct 2020 01:19 PM PDT |
| Posted: 01 Oct 2020 09:02 PM PDT I am looking at PAA, ET, and DSSI. They have amazing PE ratios, dividends, and even P/B ratios, it seems that even if they hold their revenue/eps where it is at now, it would be a steal. Its even got some wiggle room to go lower and still be a good deal. Only risk it seems is that they have high levels of debt although they have enough cash flow earnings to pay it off. DSSI
PAA
ET
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| Companies following market trends and if they are safer or carry more risk. Posted: 01 Oct 2020 08:58 PM PDT What makes companies follow market trends like crashes ect, and if there are companies out there that don't follow market trends can they be considered safer or more volatile because of that fact. I'm not completely sure on the concept if there even is one here but I was just wondering from an investors POV. [link] [comments]  |
| What investments did well from 2000-2010? Posted: 01 Oct 2020 08:32 PM PDT Looking at the s&p 500, stocks seemed to be mostly stagnant throughout this period, besides notable exceptions like aapl. In such stagnant periods, what other types of investments tend to do better? I'd assume bonds and gold would do well, and the GLD trust seems to have done very well throughout this time, though I'm not sure about bonds. With dividend yield on stocks did gold and bonds beat stocks throughout this decade? If we are expecting another market stagnation for the next ten years, would gold and bonds be the likeliest winners? [link] [comments]  |
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 01 Oct 2020 05:12 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]  |
| How do you calculate what a good buy price is for any given stock? Posted: 01 Oct 2020 06:52 PM PDT Is there a certain calculation or metric you use to work out what a fair price is for a given stock at the time your interested in buying? I'd assume you would factor in : forward P/E; trailing P/E; EPS, ROI over TTM/ LFY; Beta value; Debt/asset ratio; profit margin; revenue trend over past few years; CEO's experience/ future plans for the company; tangible value & intangible value... Is there any way to actually calculate an actual figure of what a reasonable buy price is though? Thanks for any advice you can offer! [link] [comments]  |
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