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.
- [Bloomberg] Reddit's Stock Threads Become a Must-Read on Wall Street
- Older investors, how do you manage for volatility.
- Buy Index funds Sp&500 from Europe
- Investment thesis on PLTR
- MODELING - Dollar-Cost Averaging: Annual vs Monthly Buy-Ins
- Actively Managed Funds (Your Picks) vs Index Funds?
- Academy Sports and Outdoors ASO
- Contrarian Investment Ideas: Energy and Movie Theatres
- How can I invest 125k into stripe pre IPO?
- Is a lot of investing just common sense/understanding business?
- The market & the never ending Stimulus Package
- Underlying security went through merger. What am I looking at?
- Review my portfolio
- Apple Hi Speed Event
- What are investors most interested in these days?
- Looking for leverage screeners (e.g. debt to ebitda)
- Toyota And Hino USA Developing Futuristic Hydrogen-Powered Semi-Truck
- Electric Truck Startup Lordstown Motors Going Public Late October
- Is it time to consider Vaxart again?
- $XXII - plant biotech company working with Cannabis/Tobacco
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 11 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]  |
| [Bloomberg] Reddit's Stock Threads Become a Must-Read on Wall Street Posted: 11 Oct 2020 08:35 AM PDT Are you young, newly rich from stock trading and ready to take the plunge in options? Wall Street is following your every move. With the sway of stay-at-home traders growing and starting to eclipse other influences on equities, figuring out who is doing what among amateur stock dabblers has become a critical mission for big investors. They're canvassing Reddit threads like r/wallstreetbets and picks at retail brokerages, plugging data into programs and trying to gain an edge. [link] [comments]  |
| Older investors, how do you manage for volatility. Posted: 11 Oct 2020 08:24 PM PDT For purpose of this discussion, I'm defining older as investors who are within 10 years of retirement or already retired. Historically, we were advised to have a certain percentage of our holdings in bonds (for a while there was the 100-age to indicate how much should be in equities). That seems to be not as much in favor, but I'm still curious about what older investors are doing to protect themselves. Are you just full speed ahead and trust that any significant drops will be made up in time? Or do you invest in some more stable blue-chips that are unlikely to lose as much value in a bear market. Or are you actually putting money in bonds? Are you holding more than 6 months of spending in cash? Would love to hear specifics. [link] [comments]  |
| Buy Index funds Sp&500 from Europe Posted: 12 Oct 2020 04:30 AM PDT Hi, I want to invest monthly approximately 200€ in index fund sp&500 but I really don't know what online broker to trust. I'm from Italy so the best here is MoneyFarm but you have to start with a minimum of 5000€, and the fact that i will move from this country in 3/4 years in other country from Europe. May should be a problem with the local broker MoneyFarm, So the questions is what is the best online broke in Europe that's independent from a state or have low fees? [link] [comments]  |
| Posted: 11 Oct 2020 10:23 PM PDT From Palantir's S1 and investment videos:
Even if they capture 10% of $100B TAM, they will have $10B revenue. Company seems to be in good growth trajectory and can become next $100B company in few years. This is my prediction. Any thoughts?? [link] [comments]  |
| MODELING - Dollar-Cost Averaging: Annual vs Monthly Buy-Ins Posted: 11 Oct 2020 12:52 PM PDT So I have been modelling different Dollar-Cost Averaging Methods for sometime Link to Old Post and I have gathered a few nuggets of seemingly obvious information. And I am here to add another. THE THEORY Dollar-Cost Averaging is supposed to take advantages of the ups and downs of the market, ensuring that you hit every lull in the market as well as buy when the market is overvalued. The Methods and Theory described below are purely for the S&P 500 and not for any other index or fund. We all know plainly, that if we were to invest all of our money that we will invest in our lives all at once, at the beginning of our careers we would. This would allow us to have a single great return equivalent to the % increase in market value at the beginning of our career to the end. We all know this is not possible, we cannot live in destitution for the first part of our careers in-order to accomplish this goal. So the theory is this, dollar-cost averaging could be better applied in single, annual deposits as opposed to on a more frequent basis. The theory seems obvious in thought when considering the above paragraphs, but people are often afraid and/or unable to make single annual deposits into their 401k as opposed to dragging it out over the course of a year, citing the fact that the market could crash and that dragging it out will take advantage of it. To the previous statement I am calling BC. THE MODEL Like in my last post, I have stock market data and average dividends since the 1920s. Below will summarize the findings from the previous post. The person being modeled is one who will earn the equivalent of $80k a year (2020) and is adjusted up/down for inflation no matter the year. The person is targeting 15% contribution to his 401k ($12k) annually, and again this is adjusted year by year for inflation. The start year is adjustable, but always ends EOY 2019. This is where the model splits. In one series of models, the person will put 15% of his paycheck into the stockmarket on a monthly basis. In the other series of models, the person puts 15% of his paycheck into the stockmarket all at once, one time a year. I decided to only look at the years from 1980 to present. I did not look beyond that time period. My standard of performance comparison was total return by EOY 2019 and a 10 year return from the starting year (e.g. 1/1/1980 to 1/1/1990). (Keep in mind, I understand that this is not possible. It may take some number of months to get to your target contribution amount, but the principle remains the same). THE RESULTS Graphical Results are pretty simple to interpret, but I will say what it shows plainly. *It is better to put all your annual contribution in at one point (or as fast as you can) as opposed to doing it on a more frequent basis. *There was never a 10 year period in the last 30 years that I could find where there was a net negative return. *The average 10 year return across all 30 years was 5.75%. The implications of this are fairly simple. Its not advantageous to worry about the market crashing with respect to Dollar Cost Averaging. Regardless of your thoughts and feelings on the market, you should put as much money in as quickly as possible until you hit your target. SUMMARY OF PREVIOUS FINDINGS *There is no reactionary strategy that can allow you to flip from fixed income to stocks in a sell-all style in order to take advantage of crashes. *High-Pass Filter analysis doesnt work. *Annual rebalances do not work. *3 month average comparisons do not work. *Its simply better to go 100% into the S&P 500. *For bonds to be advantageous given the sell-all style, they would have extraordinarily high returns in excess of 7%, due simply to the fact that dividends do exist and raise earnings on the S&P 500 over that of a simple point comparison. [link] [comments]  |
| Actively Managed Funds (Your Picks) vs Index Funds? Posted: 11 Oct 2020 03:13 PM PDT There has been a lot of talk of ARK Funds Lately So we all know the conservative mantra of just putting money in the index linked funds and let it work for you. Almost everyone says put 70-80% of your money in VTI and the remaining in VXUS incase the US market is stale. Others will say VOO/IVV but the reasoning is pretty identical to the above sentiment just a bit more focused on US market and in particular the S&P heavy weights. However I am curious if anyone would recommend actively managed funds over those and why? Can you show details of great actively managed ones with the same reputation as the above heavy weights? Can you show the profits or other reasonings on why this is the way to go? [link] [comments]  |
| Academy Sports and Outdoors ASO Posted: 12 Oct 2020 04:11 AM PDT I presented some DD on Canadian Solar CSIQ back in July and I'm here again with another value pick. This time it's Academy Sports. Academy just had an IPO recently which was overshadowed by Trump's COVID news that day. If you check out their S-1 you will see that they present an amazing investment opportunity. They were suppose to IPO at $17-19 a share and it ended up being in the $13 range. This company is growing and already has positive cash flows. Academy is more prominent in the southern US states but continually growing. I suspect that once COVID clears and things return to normal sports and sporting good sales will increase massively, especially this spring and summer. I made a comparison to a close competitor DKS Dick's Sporting Goods and Hibbett Sports HIBB. Enjoy! [link] [comments]  |
| Contrarian Investment Ideas: Energy and Movie Theatres Posted: 11 Oct 2020 08:52 PM PDT # Energy I recently listened to Jesse Felder's podcast interview with Leigh Goehring: https://thefelderreport.com/2020/10/07/leigh-goehring-on-the-generational-opportunity-in-energy-stocks-today/ Energy is really hated right now for many reasons, including: There are a lot of companies to look at, but when there are large sellofs, I prefer to look for opportunity in the dominant players that are less likely to default. Specifically, I'm looking at CVX and XOM: My reasons for buying: I know the long-term (> 50 years) prospects of the energy sector aren't positive, but I don't see it going anywhere in the next 20 years or so. This is especially true after post-COVID issues settle. One signal I'm looking for that I'm not seeing is insider activity. I'd be a lot more confident in this buying decision if I saw more insider buys. # Movie Theaters There are a lot of small players in this scene (e.g. RDI), but the two biggest ones are AMC and Cinemark: These companies can obviously go bankrupt, and the prospects look very grim until COVID is 100% resolved and everyone is comfortable herding around. However, the best time to invest is when there's blood on the streets? My reasons for buying: The argument for theatres is much weaker than energy because it's in a much worse state. Fundamentally, if the companies don't shut down, I simply expect there two be a huge resurgence in movie-going which will prop up an extremely depressed stock price. [link] [comments]  |
| How can I invest 125k into stripe pre IPO? Posted: 11 Oct 2020 11:07 AM PDT Anyone have any insight into this. I'm trying to invest 125,000 into stripe before the IPO. I'm extremely bullish on stripe and do not want to wait for the IPO before investing. I tried looking into forgeglobal in order to purchase but they want a minimum 1,000,000 purchase. That's too rich for me. Since I haven't purchased pre IPO before 125k is the most I'm willing to do. Anyone know how I can accomplish this? Also does anyone have any experience dealing with a pre IPO purchase. I'm hesitant to purchase because I feel I don't have much recourse if something goes wrong but at the same time I understand I need to take a risk in order to get the reward. If anyone has any experience or insight please let me know. [link] [comments]  |
| Is a lot of investing just common sense/understanding business? Posted: 11 Oct 2020 05:18 AM PDT Many investors analyse stocks with many different methods. Value investors look at P/E ratio for e.g but if we look at recent events, all the biggest growing stocks have P/E ratios out of this world. So if you just look at that, you miss out on a lot, but if you look at the business, understand the market/humans and see how amazon/tesla etc. can be the next big companies like microsoft was, you can gain a lot more. Opinions? [link] [comments]  |
| The market & the never ending Stimulus Package Posted: 11 Oct 2020 11:27 AM PDT Over the course of the last few weeks, the stimulus package went from "probable" to "possible" to "unknown" to "improbable" and then "dead-in-the-water" the other day. This debate has continued between the WH, Mnuchin and Pelosi. After the deal seemed dead on Saturday (again), Kudlow suggests that Mnuchin may bring up the stimulus number to appease to Pelosi and the House. Although the market sentiment has been driven up by optimism about corporate earnings, the market has also remained volatile in light of Trump's remarks on the stimulus package. This is reflected in the swing from "No more negotiations until after the election" to "We will consider X, Y, Z". Recent upticks have been built on the anticipation of a stimulus package. As we get closer to the election, and many Senate Republicans still opposed to a large spending bill, I wonder how much of "unicorn" stimulus package being leveraged here is to prop up the market to signal "growth in the economy"? By dangling the stimulus package as a way to keep market sentiment up, the administration can point to up-beat outlook in markets. But how long will markets hold-out for this bill until it becomes too late? I suppose my question is, is there a "damage has already been done" threshold? Honest question. Curious on your thoughts. [link] [comments]  |
| Underlying security went through merger. What am I looking at? Posted: 11 Oct 2020 05:01 AM PDT I bought an 11/20 $44 call on Vivint Solar. Last week the ticker flatlined for a day and the following I find it had merged with RUN. My option is now a 44c 11/20 on RUN1, however I don't think it's marketable. Not listed in the options list, so do I have to excersice the option to recoup? RUN is priced in the 70's so how come a 44c is down over 50%? Thanks in advance. [link] [comments]  |
| Posted: 11 Oct 2020 09:24 PM PDT 20% in bonds (treasury mostly with some high grade corporate) 5% in gold with some silver 30% REIT in commercial heavy 10% telecom 5% banking 5% airlines 5% transport 10% mix of qqq, s and p, vix hedge, clean energy, emerging markets 10% developed markets stock [link] [comments]  |
| Posted: 11 Oct 2020 05:35 PM PDT So there are a ton of articles popping up that the hi speed event on oct 13 will be a more significant event than theyve had in years but its also later than they normally have it its normally done in september. i wonder how much this is gonna affect Q4 sales? was planning on doing some short term buy calls that week still think theyll do fine but now im wondering if doing short term calls this week with the event would be better? Or if long term buy calls would be better but they get more expensive the longer out they are so wouldnt buying more short term be better than less long term? [link] [comments]  |
| What are investors most interested in these days? Posted: 11 Oct 2020 09:20 PM PDT What are some topics you look into these days? Are you looking for information on how to allocate and build your portfolio. or are you looking to learn new stuff that can help you get more out of the stock market? for me personally, I'm following the US elections closely so that I can make informed decisions among the volatility. [link] [comments]  |
| Looking for leverage screeners (e.g. debt to ebitda) Posted: 11 Oct 2020 04:28 PM PDT I'm looking for any stock screener that has cash flow leverage metrics. Most screeners only have categories for things like total debt or debt to equity. I believe during these coronavirus times looking at over-leveraged companies with possible covenant issues is an interesting play. Thanks in advance for your help. [link] [comments]  |
| Toyota And Hino USA Developing Futuristic Hydrogen-Powered Semi-Truck Posted: 11 Oct 2020 01:18 PM PDT The world's largest car manufacturer announced on Monday that it is partnering with Hino USA to develop a new sustainable semi-truck specifically for the North American market. The truck is officially called the 'Class 8 fuel-cell electric truck', and will be based on the existing Hino XL series and powered by Toyota's own fuel-cell technology. The project is still in the design phase, but the company hopes to have a demonstration version of the vehicle ready to unveil to audiences early next year. Meanwhile GM went with NKLA and now looks like a fool. [link] [comments]  |
| Electric Truck Startup Lordstown Motors Going Public Late October Posted: 11 Oct 2020 06:51 PM PDT Lordstown Motors to finalize public merger on Oct. 22 Excerpt:
And:
Unlike what happened with other reverse merger companies recently, the stock price is still in the low 20s. The Investor Presentation can be found here: [link] [comments]  |
| Is it time to consider Vaxart again? Posted: 11 Oct 2020 08:54 PM PDT Motley fool article link VXRT has fallen far from its July peak due to scandals and whatnot. Has this stock now fallen low enough to warrant a value based investment? [link] [comments]  |
| $XXII - plant biotech company working with Cannabis/Tobacco Posted: 11 Oct 2020 08:15 AM PDT Been a while since I've seen this name mentioned. Figured it was worth providing some info to the community (merely from my perspective on the company). This was hugely popular a few years back. One of the most bought stocks on robinhood. It was swinging pretty heavy between 2017 and 2018. For anyone who doesn't know, XXII is a plant biotech company. They focus mainly on tobacco and cannabis with their most notable product being their VLN cigarettes. VLN means Very Low Nicotine and they're essentially another form of cessation product that contains 95% less nicotine compared to regular cigarettes. XXII's website shows dozens of studies with funding from the FDA and NIH that show the results from their cigarettes. People smoke fewer cigarettes, attempt to quit more, and successfully quit more. Right now they have approval to sell these cigarettes for the 'protection of the public health' per their PMTA (Premarket tobacco product application) approval - Following a rigorous science-based review of the premarket tobacco product applications (PMTAs) submitted by the company, the agency determined that authorizing these reduced nicotine products for sale in the U.S. is appropriate for the protection of the public health because of, among several key considerations, the potential to reduce nicotine dependence in addicted adult smokers, who may also benefit from decreasing nicotine exposure and cigarette consumption. The agency determined that non-smokers, including youth, are also unlikely to start using the products, and those who experiment are less likely to become addicted than people who experiment with conventional cigarettes. XXII is in the FINAL stages of their MRTP (Modified risk tobacco product) application and are expecting results any day now. This application allows them to market and label their products with claims to the effects of their cigarettes (95% less nicotine consumption, etc). They have announced that they have a plan to commercialize in the US within 90 days of receiving approval. To this end, we have increased the Company's proactive efforts with the FDA to authorize our MRTP application, as we believe that there is an urgent public health need for a reduced nicotine content combustible alternative like VLN®. We now believe it is not a matter of if but when our application will be granted, and we believe we are months, not years, away from securing our MRTP designation. I am also proud to report that we have plans in place to commercialize VLN® in the U.S. 90 days after we receive our MRTP authorization. These plans include all aspects of supply, manufacturing, sales, and a marketing campaign that has been designed to introduce adult U.S. smokers to the world's lowest nicotine content cigarette. To give you an idea of the effect of tobacco currently, here are some facts from the CDC's site! https://www.cdc.gov/tobacco/data_statistics/fact_sheets/fast_facts/index.htm
Total economic cost of smoking is more than $300 billion a year, including
Many adult cigarette smokers want to quit smoking.
68% of cigarette smokers want to quit. In 2015. The pandemic is surely increasing this number, highlighting how important lung/heart health is. 55% made a quit attempt and NOT EVEN 10% OF THEM WERE SUCCESSFUL. 1300 PEOPLE A DAY DIE FROM SMOKING IN THE US. 22,000 GLOBALLY. What does this mean for XXII? Our consumer market research indicates that 60% of smokers have an interest in using VLN® cigarettes. There are 34 million smokers in the US and more than 1 billion worldwide. Indeed, having the only combustible cigarette with a modified exposure claim authorized by the FDA, the world's preeminent life-sciences regulatory body, could serve as a catalyst for 22nd Century's commercial sales as even achieving just one-quarter of one percent (0.25%) market share of the U.S. tobacco market could result in revenues that may over time, based on current market multiples, drive the Company's market capitalization more than 5 to 10 times higher than it is today. In addition, FDA authorizing the marketing of 22nd Century's modified risk tobacco products with modified exposure claims would open multiple licensing opportunities for 22nd Century's proprietary reduced nicotine content tobacco to accelerate the commercial and public health potential. These opportunities could significantly drive increases to 22nd Century's market value. The information above is only covering their tobacco side. They are working to expand the cannabis side and work on plant engineering to produce high quality cannabis with high percentages of isolated or mixed cannabinoids, depending on what the use is for. We're talking super high THC% weed, CBD, and many of the other cannabinoids in cannabis that are barely talked about. Their CEO gave a strategy update recently that inspired investors and the price has risen about 20-30% in the past two weeks - This stock took some heavy hits. A few years ago it was 4-6 times the price it is now. Why? There was a big plan to actually mandate nicotine levels in cigarettes in the US. Essentially, the FDA wanted to only permit cigarettes with non-addictive levels of nicotine in them. This news made xxii shoot up as they were the only ones with the technology and patents to get this done. Gottlieb, the head of the FDA, was the man spearheading this mandate. But he announced he was stepping down in early 2019 and the stock took a hit as the FDA has pushed that agenda aside. Since then the stock has dropped and dropped to ridiculous levels. Now seems like the perfect time to buy for a speculative play. Do with this info what you will. Feel free to ask me a question or tell me I'm an idiot. [link] [comments]  |
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