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.
- Is there interest for DD focused sub?
- What is the truth behind the statement that very few people are able to beat the market?
- S&P without tech 15 year performance
- European Brokers to trade US Options
- Nikola -15% on CEO's 'go it alone' comments
- Can we get an academic Finance sub?
- Covid-19 vaccine - anyone getting behind any of the companies in phase 3?
- Blue Apron will get one last ride during the corona wave
- Taxi EV planes $ERJ Is this worth a position?
- A couple of highlights from Dan Loeb's letter:
- Alien metals Ltd recent spike
- Why aren't more people talking about cold storage like Americold?
- How would you manage a losing position?
- Why are people saying value investing is dead?
- When is the stock market too high?
- How does the SEC audit ADRs
- Thoughts on Titan Medical (TMDI)
- Redfin ($RDFN) Prices Offering of $575 Million of 0% Convertible Senior Notes Due 2025
- Understanding Marketins/Economy
- I think VXX pricing is not properly reflecting the potential for turmoil with a contested election.
- A Question on Matching Investing Strategies to World Knowledge
- Interesting Q3 Market commentary from an RIA firm
- SKYS Sky Solar Acquisition
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 16 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]  |
| Is there interest for DD focused sub? Posted: 16 Oct 2020 12:56 PM PDT Is there, or would there be interest in a DD focused subreddit? As much as I like the current subreddits I am a part of I don't like sitting through beginner questions and speculation with no DD. I think a subreddit for simple stuff is important but I also feel it could be beneficial for a more technical focused subreddit which removes speculation. I would like to guage interest in both the subreddit itself and mods to help me out if it has enough interest. [link] [comments]  |
| What is the truth behind the statement that very few people are able to beat the market? Posted: 16 Oct 2020 12:47 PM PDT Because Reddit seems to be good at picking out winners not only in the short term, but in 4-5 year time spans as well… I've seen a lot of topics from 2016-2017 where people were bullish on companies like AMD (40x), MSFT (4x), NVDA (20x), TSLA (9x). Some were bullish on failures like GE, and Intel but even if you picked those as well, you still would've been up tremendously over the market. The stocks that Reddit were hyping 4-5 months ago and are still hyping up today, NET (1.8x), DKNG (2.5x), SQ (3x), ARKK (2x) have also done very well… And it's not like these are short term stocks either. They all have huge growth opportunities 5-10 years down the line. In contrast on average it takes 7 years for an S&P 500 ETF to 2x. Statistically, it would take 7+ years for my investment in VTI to reach the same % gains as the investment I made in DKNG 5 months ago. Furthermore you'd have to wait 20+ years just for VOO and VTI to reach 8x valuations. Most of us would be in our late 40s, or early 50s by then. As a young person I'd rather take a medium risk, high reward opportunity, than a very-low risk low-reward opportunity. And yet over and over again, we're told that very few people are able to beat the market, and you're better off just dumping everything into an S&P 500 index fund and holding. But the more I lurk on this subreddit and various other investing communities, the more I question that statement. I'm thinking many people underperform the market because they make emotional decisions. They try to time the market, sell innovative companies for a measly 1.5x gain only to buy back again at a higher price due to fomo, liquidate everything on the slightest hint of bad news and so forth. Just like the statistic that got posted, where the Magellan Fund averaged 20% / year over 10 years, but the people who bought into the fund actually had a net negative. And overall there are far more investors like that in general rather than people who know to just buy and hold onto a stock with long term prospects. [link] [comments]  |
| S&P without tech 15 year performance Posted: 16 Oct 2020 10:18 PM PDT Hi, and thanks in advance. I had a discussion with a coworker tonight regarding the performance of the S&P 500 since 08 without tech stocks. He made a claim that there hasn't been much growth since 08 in the spx except for tech the tech sector. I tried doing some googling after he left but I couldn't find any charts that proved or disproved this. Does anyone have any sort of graphic or intel that would help? Thanks again! [link] [comments]  |
| European Brokers to trade US Options Posted: 16 Oct 2020 05:54 AM PDT I'm looking for a European broker that is zero commission that lets EU citizens trade US options without any fees. I have taken a look at SAXO but they have high fees. Also looked at DeGiro but they didn't have the US options that i want. I am now searching for another. What 0% commission broker do you fellow europeans use for trading US options? [link] [comments]  |
| Nikola -15% on CEO's 'go it alone' comments Posted: 16 Oct 2020 12:00 PM PDT Nikola (NASDAQ:NKLA) falls sharply after CEO Mark Russell says he sees a path for the company even if it can't work out a deal with General Motors (NYSE:GM) on a strategic partnership. "We have the ability and we have a base plan of doing it ourselves. If we have a partner, that just enables us to consider going faster and helps reduce the risk," states Russell. Nikola is prepared to drop the Badger truck from its production plans if it can't secure an agreement with an original equipment manufacturer like GM. Talks between Nikola and GM are said to be still going on. Shares of Nikola are down 14.88% and have traded as low as $19.63 during the session. GM is up 1.85%. https://seekingalpha.com/news/3622959-nikolaminus-15-on-ceos-go-alone-comments [link] [comments]  |
| Can we get an academic Finance sub? Posted: 16 Oct 2020 09:12 AM PDT Would be nice to have a sub thats not for loss porn and gain felxing and stupid options and stuff, what about a sub where people share interesting scholarly articles and the latest publications. I just think this would be a much more informative sub. if i am rarted and it already exists lmk. thanks [link] [comments]  |
| Covid-19 vaccine - anyone getting behind any of the companies in phase 3? Posted: 17 Oct 2020 03:01 AM PDT Hi all, I'm trying to keep track of companies that are in phase 3 (final stage of testing) for their corona virus vaccine, namely Moderna, Pfizer, AstraZeneca etc. Is anyone else thinking of buying some of these companies in hope they'll be successful with their vaccine? From an investing standpoint, roughly how much will these companies stocks go up if they succeed with their vaccine? Like what percentage? Feel like there could be money to be made here, maybe just a fools hope! [link] [comments]  |
| Blue Apron will get one last ride during the corona wave Posted: 16 Oct 2020 03:02 PM PDT All meal kit businesses are killing it. Good Food made 40 percent less revenue than APRN yet Good Food is valued 5x more than APRN. Yes good food is growing faster and has better margins but in no way is this difference in market cap justified. I don't know APRN's fate long term, but short term they are poised for a 30 percent pop post earnings. They were given an $18 PT in July and are currently trading below $7. I have 4,650 shares at an average share price of $6.88 and 12 November 20 $6 calls. I like the risk/reward. Edit: positions below Edit #2: This is NOT a high conviction trade for me and the google trends are not impressive. But I do believe APRN is in the right place at the right time and that their stock is undervalued. I am not a financial advisor and recommend those that trade this, trade with caution. It could drop 50 percent just as easily as it could rise 50 percent. GLTA. What are you trading? [link] [comments]  |
| Taxi EV planes $ERJ Is this worth a position? Posted: 16 Oct 2020 02:06 PM PDT I just found out that Embraer will produce these planes in Florida, USA. Its a Brazilian company, but the third largest airplanes manufacturer in the world. Currently trading below 5$ which I think is pretty attractive. What's your thoughts? Is this a good play Trademark application: https://uspto.report/TM/90252678 I just created a shareholder subreddit for those who own or will buy stocks in Embraer in future. http://www.reddit.com/r/embraershareholders [link] [comments]  |
| A couple of highlights from Dan Loeb's letter: Posted: 17 Oct 2020 03:27 AM PDT "The world continues to evolve at an increasingly rapid rate. The behavioral and business changes that surged during the COVID-19 lockdown have, by now, been well-mapped: work (and exercise) from home, online retail, multiplayer gaming, video on demand, online payments, and an explosion in biotech research and drug development. COVID-19 has permanently accelerated fundamental shifts in how we interact with each other and how digital information is turned into value. These shifts were only possible due to an exponential increase in broadband capacity, cloud computing infrastructure, artificial intelligence, VOIP communications, rapid semiconductor innovation, cybersecurity hardening, and the collaborative technology and business tools to bring it all together. The evolution of this ecosystem now underpins almost every business we evaluate. As investors, we must ask ourselves if we wish to engage at the leading edge of this change or end up as roadkill on what was once quaintly called "the information superhighway." "Markets reached an all-time high on September 2, before elevated uncertainty about the election and vaccine timing caused a modest sell-off. Sector rotation was evident throughout, as tech cooled after a summer of euphoria, and some excess in the market was wrung out. Many observers have reasonably asked how markets have remained resilient in a time of historic uncertainty and continued economic suffering for many individuals, a puzzling disconnect. Markets usually look ahead and it is critical to understand that this is not a typical recession – one caused by excesses such as over-investment – but a shock recession which, although rare, historically results in faster retracing because there is no "imbalance" to unwind before a recovery can begin. For this reason, comparisons to 2008 are inappropriate. The policy response so far, whether through monetary, fiscal, or public health measures, has been aggressive by historical standards. Assuming a reasonable expectation of a vaccine early next year, we could see the level of US GDP return to its preCOVID level in the middle of 2021 with a possible fiscal stimulus bill in the first half providing further impetus. A constructive central case notwithstanding, we are attendant to a number of risks: a) political wrangling under a potential gridlock post-election scenario, which could make it harder to enact fiscal support in the event of a faltering recovery; b) a third wave in COVID cases; c) a delay in vaccine distribution timing; d) larger-than-anticipated scarring effects among consumer and businesses, which would be exacerbated by a more protracted recovery; and e) the path of interest rates." "Given the economic recovery and generally conducive monetary policies, conditions seem favorable for asset prices currently. Housing remains robust, inventories are rebuilding, and financial conditions remain loose. While employment will take time to fully recover, declining unemployment off a high level is typically good for stocks because earnings growth is supported by rebounding GDP growth and muted wage pressure. In addition, high slack in the labor market means there is room to run for the post-COVID expansion. A Fed that is eager to nurse the economic recovery means that the typical rise in interest rates following recessions may be more muted, which is supportive for P/E multiples, although a rise in long-end rates is still likely, especially in the event of a Blue Sweep. Regardless of which party wins the Presidential election or whether Democrats obtain a majority of Senate seats, we expect that future stimulus spending will likely outweigh increases in taxation and regulation that are assured under a Democratic majority and thus have maintained our positions and exposures as we approach the election." [link] [comments]  |
| Posted: 17 Oct 2020 02:04 AM PDT Good morning all! I've had my eye on Alien metals ltd (ufo) this week as they've been having an impressive few days. Following a few pieces of good news their share price has boomed. It seems the good news keeps coming, what do all of you make of this? More green? As a new investor I welcome any insights or thoughts on the matter, have a good weekend all! [link] [comments]  |
| Why aren't more people talking about cold storage like Americold? Posted: 16 Oct 2020 02:32 PM PDT X-post from https://www.reddit.com/r/stocks/comments/jcia05/why_arent_more_people_talking_about_cold_storage/ Thought I'd ask it here: Americold's operating income since 2018 has been rock solid stable. They are second largest storage supplier in the world after Lineage Logistics, and they're thriving even more in the pandemic. There will be billions of doses for the vaccine over the next 12 months, and these vaccines need to be temperature-controlled.
[link] [comments]  |
| How would you manage a losing position? Posted: 17 Oct 2020 12:57 AM PDT What kind of advice would you offer someone when they have a pessimistic outlook for a company, especially after sustaining a recent drop after negative news? How would you manage and exit a position? I held shares and LEAPS on Slack. They had a disastrous Q2 earnings, with minimal growth compared to Zoom. Their stock absolutely plummeted and I lost confidence in their long term potential. I waited a few days to think, believing it was oversold at around $24. At $26 per share, I ended up selling a covered call at a strike of $31 for ~45 DTE, trying to collect premiums until getting exercised. I held onto my LEAP dated for 2022. Unfortunately for me, Slack had a miraculous recovery and is already above my strike today. Despite the poor result in hindsight, I don't mind losing out on a few dollars per share. I bought into a couple of EV SPACs on the premise that I could sell covered calls to reduce my risk due to their sky high IVs. However, I realized later that SPACs have a critical flaw in how they had founder's shares and PIPE investors, which can result in the stock cratering due to dilution and the unlocking of PIPE shares. I plan to sell off most of my positions pre merger on green days whenever possible. Unfortunately, I ended up buying HYLN warrants a day before merger, which ended up going down over 50%. I would like to wait until a day before warrant redemption is active to see if the price of warrants with converge with the intrinsic price of the stock - would it make sense to wait until then before cutting losses? [link] [comments]  |
| Why are people saying value investing is dead? Posted: 17 Oct 2020 12:09 AM PDT Obviously value stocks haven't performed this year, that's why they're value stocks, no? I think people look at 2020's best growth stocks and see the excellent performance in a short period of time and automatically assume that value investing is dead. What they seem to forget is that a lot of the popular stocks now would have been fairly considered "value stocks" not even a couple years ago. For example AAPL had a PE of 12 in December 2018. In the early and mid 2010's people were already dismissing Apple and looking elsewhere for opportunities. But the funny thing is is that AAPL was a "value stock" not even a couple years ago, so how can people reasonably say that value investing died? Isn't AAPL a classic example of how value investing can win in the end? I know PE isn't everything but it's a solid tool to use. Here's some more, MSFT was 100% a value stock until Nadella came in a few years ago and the stock skyrocketed. It had PEs around 10 in 2013 and 2016. People looked at MSFT the same way people look at CSCO or INTC today. I think my point is that people say value investing is dead, but the biggest winners of the last few years were "value stocks" that ended up breaking out of their undervalued state and dominating the market. I know AAPL and MSFT are obvious example now but 5,10 years ago they weren't. Thoughts? I could be dead wrong for all I know, and I know that Apple and Microsoft weren't unpopular stocks at all in that time period, but they weren't the hottest. XOM and GE and IBM were all the hottest stocks at one time too. [link] [comments]  |
| When is the stock market too high? Posted: 16 Oct 2020 04:30 PM PDT When looking at stocks to invest in almost all seem to be at their 52 week high and it seems to make little sense to invest at a 52 week high. However, I have seen people in here say they haven't invested since June and have missed out on so many gains. Is a collection of stocks being at a 52 week high an indication of a general over price in the market? How do I know when the stock market is overpriced? (not speculating when I think it will) Is there some key numbers or figure to look at? Or is the market completely untimeable when it comes to something like this? I know some big investors say to sell during a long bull market but what constitutes a "long bull market." If none of this made sense or I missed some obvious key thing sorry I am a newer investor. thanks! [link] [comments]  |
| Posted: 16 Oct 2020 05:59 PM PDT How are they held liable for their balance sheets? I can't seem to find an exact answer to what the process is. From SEC; [link] [comments]  |
| Thoughts on Titan Medical (TMDI) Posted: 16 Oct 2020 12:36 PM PDT Titan recently got a new CFO,Monique Delorme and they have added new members to their boar. The company is rebranding their Sport Robot to ENOS, but they have been down for a while. They are trying to compete with Intuitive in the single port surgical robot area, but are they set up to do so? Medtronic has aligned with Titan to develop their own surgical robots, but it seems like Titan will still be able to develop on their own during this time. Is Titan worth grabbing up now or wait and see? [link] [comments]  |
| Redfin ($RDFN) Prices Offering of $575 Million of 0% Convertible Senior Notes Due 2025 Posted: 16 Oct 2020 06:30 AM PDT
press.redfin.com/news-releases/news-release-details/redfin-prices-offering-575-million-0-convertible-senior-notes WHO is going to buy these notes? BRK did it because they had reputation but Redfin? Isn't this just a LEAP without decay? [link] [comments]  |
| Understanding Marketins/Economy Posted: 16 Oct 2020 05:16 PM PDT I would like to have a deeper and intuitive understanding of the markets/economy/business but I'm not really sure where to start. It seems that are endless pieces to it all and it's very overwhelming. I'm not sure if understanding everything is necessary or not. I'd like to be able to listen to/read financial & economic news and understand it but more importantly understand what it could mean, how one piece of news may affect another area of the economy or market. I'd like to be able to have fluent conversations about finance and the economy. Would really appreciate some guidance on some topics to start with and overall the topics I should have a deep understanding of to truly comprehend the markets/economy. [link] [comments]  |
| I think VXX pricing is not properly reflecting the potential for turmoil with a contested election. Posted: 16 Oct 2020 08:35 PM PDT The market is currently pricing in a high likelihood of a "blue wave" and peaceful transition of power. However I think the race is much closer than people realize and the mail in ballot system is somewhat of a mess. If we learned anything from 2016 it's that we can't trust the polls. If Biden wins by a narrow margin Trump will demand a recount and say the election was rigged, and the mail in ballot system can't be trusted. He's already alluded to this when asked if he'd accept the election results. There's potential for massive chaos in the market and I've been averaging into VXX one the past few weeks. I think VXX is underpriced, has the potential for large returns in early November and is a good hedge if nothing else. Thoughts? [link] [comments]  |
| A Question on Matching Investing Strategies to World Knowledge Posted: 16 Oct 2020 08:09 PM PDT I am quite new to investing and have a question about which investing strategies to use as matches to having (or believing one has) knowledge about the world. In other words, if someone believes they have a model of how the world works regarding pandemics, tech, hospitality, etc., and they want to align the MANY investment strategies available to take advantage of that knowledge. For example:
As a novice who has done only initial research, it seems that each type of trading strategy, such as naked options, spreads, or straight stock purchases, might be uniquely suited to certain types of trend or pattern in the markets. And as a complete noob, I have no idea how to best match those strategies with my (supposed) knowledge. The only advantage I have is knowing how much I don't know. My unskilled plan would be something like the following:
This is what I would do right now, given like 3 hours of YouTube study, but I would love to hear how bad this strategy is, and/or what I should study to better approach the situation. Thanks in advance. [link] [comments]  |
| Interesting Q3 Market commentary from an RIA firm Posted: 16 Oct 2020 02:05 PM PDT Covers investing through the election, type of economic recovery, and Feds new inflation mandate. Found it on LinkedIn and it has some interesting information I hadn't seen elsewhere. Hope it's as helpful to some of you as it was for me. [link] [comments]  |
| Posted: 16 Oct 2020 11:22 AM PDT I don't have a large position in this company, but I've noticed the price is no longer being updated in my brokerage account due to an acquisition earlier this month. Can someone help me understand what happened to my 50 shares in SKYS? Is there anything I need to do to redeem another type of equity or cash resulting from the sale? I think I'm in this group, but I'm not sure what to expect for next steps: "Instructions outlining the steps required to be taken to obtain the merger consideration will be provided to Sky Solar's shareholders who did not tender their Ordinary Shares and/or ADSs in the Offer. Square Limited, which wholly owns Square Acquisition Co., intends to cause all the Company's ADSs to be delisted from Nasdaq and the Ordinary Shares deregistered under the Securities Exchange Act of 1934, as amended." Thanks for the help! [link] [comments]  |
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