Stocks - Important Earnings This Week: Alibaba, PayPal, and Booking Holdings. |
- Important Earnings This Week: Alibaba, PayPal, and Booking Holdings.
- For people waiting for the dip to happen before buying, wouldn't a naked put option be more profitable?
- Investing Strategies - Dividend Growth Investing - Advantages/Disadvantages + Breakdown
- What Netflix's price hikes means for the streaming wars as rivals offer cheaper options
- List of important dates for NIO coming up.
- Visa, Mastercard and Amex profits hit by lack of international travel during pandemic
- 3M (NYSE: MMM) - A Dividend King - A quick look at a noteworthy portfolio inclusion.
- Wacom up 20%! Why?
- My trading rules
- Wash sale clarification
- Are Altria and Philip Morris combined good investments?
- Thoughts on Cleanspark? (CLSK)
- Is anyone buying NKLA and SPCE anymore?
- Bloomberg: The U.S. stock market could be headed for a lost decade
- Timing my entry to the market
- How come the US total index is higher than before covid started?
- SPY Short?
- Advice on Polaris ($PII)?
- Plant based breakthrough therapies have the ability to disrupt the legacy Pharmaceutical catastrophe the globe has lived with.
- AMZN makes me tech-heavy, still go in during Q4 "dip"?
- Best Tech ETF's
| Important Earnings This Week: Alibaba, PayPal, and Booking Holdings. Posted: 01 Nov 2020 05:24 AM PST This week is another big week of earnings with Alibaba, PayPal, Toyota, and Booking Holdings as a group of names headlining the week. Booking Holdings (owners of Kayak, OpenTable, Priceline) should provide an interesting outlook on the current state of travel and the hospitality industry. There current OpenTable suggests only about 80% of restaurants are taking reservations in the U.S. since the pandemic and YoY traffic is still down 50%. Alibaba should provide insight into China's economic recovery, especially around retail spending. It is also going to be interesting to see if U.S. eCommerce companies have picked up orders from Alibaba since last quarter. Which earnings are you watching this week? [link] [comments]  |
| Posted: 01 Nov 2020 04:46 AM PST I've just started learning about option strategies so I might be wrong, but let's say you want to jump on the NIO bandwagon which is currently at $30/stock and you want to get in at $25/stock. Instead of just waiting for the stock price to lower to $25, if you're selling 1x put contract at $25 strike price, you'll be forced to buy 100x NIO stocks at $25 if the current price =< strike price(which is esentially what you're waiting for: buying the dip), and you'll also earn a premium on top of that. If current price > strike price, you wont buy anything but you'll earn the premium, which you'd be missing on if you were just waiting for the dip. So isn't this a win-win scenario? What am I missing here? [link] [comments]  |
| Investing Strategies - Dividend Growth Investing - Advantages/Disadvantages + Breakdown Posted: 01 Nov 2020 11:07 AM PST IntroductionHello guys, this will be a breakdown for the Dividend Growth strategy. It is important to understand how companies need to be evaluated differently based on the investment philosophy you are pursuing. Now, investing in a dividend growth strategy takes time and patience, depending on your income goal, it can take awhile before a dividend portfolio can fully support enough cash flow to sustain your lifestyle without you needing to rely on a full-time or part-time job. But that is the exciting part, once you have enough income from the dividends you can retire or work a job that you perhaps find more exciting? The Strategy:The dividend growth strategy is focused on building up a portfolio of high quality companies that not only pay out a dividend, but have regularly been increasing the dividend payout. The end goal is to create passive income to live off the increasing dividend payouts. So the focus is placed more on the cash flow for wealth rather than the stock appreciation (appreciation is ofcourse an added bonus). NOTE: Dividend yield is not main focus. A common misconception is that a high dividend yield, is the most important measure, however, a yield that is considerably higher similar stocks in the same industry may indicate not a good dividend but rather a depressed price due to company issues. This price may signal a dividend cut or the elimination of the dividend. Most dividend ETFs will filter out the top percentage of dividends yields for this reason. The strategy here is on the dividend growth. If a company increases their payout overtime it is going to have an insane snowball effect when the dividends are reinvested (kinda like the snowball effect for paying off debt). Dividend growth investing uses the compounding effect of reinvesting dividends into the same investment to increase your future dividend payments. With each reinvestment, your shares grow slightly larger. With slightly more shares, your next dividend payment is sightly larger. With enough time invested in solid companies, the growth effect is amazing. This is why dividend growers are so important, they add more fuel to this compounding effect! If you really want to see this effect visualized, check out the charts for Warren Buffets wealth. In 2018 alone, Berkshire raked in $3.8 billion in dividends – "a sum that will increase in 2019," Buffett said in the annual letter. The great majority of the stocks in Berkshire's portfolio are dividend stocks. And many of those stock are growing their dividend. Disadvantages:
Advantages:
Types of Companies to invest into:Below will be a list of Dividend paying companies that have increased their dividends yearly. Often when you are researching these companies you will see them thrown into these categories based on how often they have increased their dividends:
And now the companies (only a few common examples, there are way too many to list):
And so on, many of these companies are ones we all recognize because they are so well established have have very wide markets. They have incredible staying power for these reasons, often having enough money to expand into new markets by buying up new companies or just allocating free capital to the sectors. How to evaluate the companies for this strategy:Since the focus of this investing is less on capital appreciation and more on the dividend growth we need to evaluate the following factors:
There are ofcourse many other factors. Consider the business, does it have a sustainable model (Coca-Cola $ Pepsi)? Is its market shrinking (See oil companies)? Do you like the company and management?? For this type of investing (any type really), you need to know what you are investing into! Performance & Final Thoughts:It depends on what timeframe you are looking at, if say we take from December 1999 - 2017 the S&P 500 Dividend Aristocrats Index outperformed the S&P 500 by 3.37% per year. But if we take other timeframes then the S&P500 is dominant. Beating the S&P500 over the long term is near impossible, but beating the S&P isn't the goal of this strategy. This strategy is focused on passive income. Please supplement this post with your own research. Compare this strategy to general index investing and growth investing. Find what is right for you. The hope is this post provided insight into this strategy and evaluating dividend paying companies. Each different type of investor can learn from the other, dividend vs index vs growth or otherwise. Anyways, have a good day everyone! Edit 1: I did forget to mention ETFs. There are a lot that have many different strategies when it comes to dividends. Some particularly high quality ETFs would be: DGRO, DGRW, SPYD, and NOBL. [link] [comments]  |
| What Netflix's price hikes means for the streaming wars as rivals offer cheaper options Posted: 01 Nov 2020 06:15 AM PST Compared to Netflix, both Disney+ (DIS) and Apple TV+ (AAPL) are steals at $6.99 and $4.99 a month, respectively. According to a new poll conducted by Staples, which surveyed 1,000 consumers across all age groups, 60% of respondents said they currently pay for one or more streaming service — plus a cable subscription. Meanwhile, 46% cited Netflix as the one streaming platform for which they'd cancel a cable subscription. That figure far surpassed its competitors, although it seems like that won't happen for quite some time with nearly 50% of respondents saying they have no plans to cut the cord this year during COVID-19. [link] [comments]  |
| List of important dates for NIO coming up. Posted: 31 Oct 2020 07:52 PM PDT Here's a list of important dates I got from a user named FunSun on Yahoo stocks discussion. This isn't my list. *not my list. If you've got anything to add, it would be awesome.
- by FunSun on Yahoo Finance. [link] [comments]  |
| Visa, Mastercard and Amex profits hit by lack of international travel during pandemic Posted: 31 Oct 2020 07:28 PM PDT Global travel screeched to a halt during the pandemic, and it's hurting credit card companies' bottom line. American Express, Mastercard and Visa all reported double-digit drops in profit for the recent quarter, compared to a year ago. The companies pointed to a plunge in international travel as borders remain closed during the pandemic. Visa was the latest major card company to report results on Wednesday. Cross-border transactions fell 29%, while Visa's revenue in the quarter was down 17% from a year ago. The company did not give guidance based on uncertainty around the virus, but said the cross-border weakness remains a "significant and continued drag on revenue growth." That will likely continue into 2021, according to Visa's CFO Vasant Prabhu. "The cross-border recovery has been sluggish since borders remain closed, and there are significant impediments of crossing borders like quarantines and other such restrictions," Prabhu said on a call with analysts Wednesday. Visa rival Mastercard reported earnings Wednesday, with many of the same themes. Mastercard's net income fell 28% year over year, and net revenue fell 14%, missing analysts' expectations. The company reported a 36% drop in cross-border volumes, and did not forecast a rebound in travel spending anytime soon. Shares of Mastercard have fared the worst in the past week, and are down 11% this week. Visa and American Express are down 8% and 10% this week, respectively. Amex kicked off the card earnings on Friday with a 40% drop in profit from a year earlier. Travel and entertainment spending was down 69% year over year. While the company is "highly confident" that travel demand will return, "it will take a while," American Express CFO Jeffrey Campbell told CNBC in a phone interview. [link] [comments]  |
| 3M (NYSE: MMM) - A Dividend King - A quick look at a noteworthy portfolio inclusion. Posted: 31 Oct 2020 11:46 PM PDT Introduction:3M (way before it was called the Minnesota Mining & Manufacturing) might not be the most iconic corporation, however it is one of the largest in the US, in fact they are one of the few companies actually in the DOW Jones. 3M has been an incredibly innovative company since its humble beginnings, currently it holds over 118,000 patents. They are involved extensively in industry, worker safety, US health care, and consumer goods, producing over 60,000 different products, and operating in over 70 countries. So why own the stock?This is going to come down to your investing preference. If you prefer dividend growth investing, that is, investing into companies that have continuously increased their dividend payout to more quickly compound your dividend reinvestments, then this will definitely be up your alley. If you more prefer growth stocks, well MMM is unfortunately well past its years for growth, especially when compared to the tech companies. So for investors looking to add this dividend stock, what makes MMM a dividend king? Well...
Takeaway/Final Thoughts:This was just a quick post to get the brain juices going, so please do your research to supplement the brisk points mentioned above. This post is probs going to come more down to individual investing philosophy, but those comment are always interesting to read so they are more than welcome! Each different type of investor can learn from the other, dividend vs index vs growth or otherwise. Anyways, have a good day everyone! [link] [comments]  |
| Posted: 01 Nov 2020 08:01 AM PST Any idea what's going on with Wacom Co. on friday? 11W.F Frankfurt https://finance.yahoo.com/quote/11W.F That's what i mean... it doesn't make sense to me. No big news, what am i missing? Will it go down heavily on monday again? [link] [comments]  |
| Posted: 01 Nov 2020 07:08 AM PST Hello all As a newbie I've created trading rules for myself, hope it might helps someone or others can't point my mistakes Trading Rules
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| Posted: 01 Nov 2020 10:13 AM PST Hello, I bought a share of Delta for $44 on February 28. Then. I bought a share of delta for $40 on March 4. I want to sell these stocks at a loss. Am I allowed to sell both of these stocks without incurring a wash sale , or I can only sell the stock I bought on Feb.28. Also, I want to sell my United Shares for a loss, can I do that or do I have to wait 30 days. Thanks for the help [link] [comments]  |
| Are Altria and Philip Morris combined good investments? Posted: 01 Nov 2020 08:28 AM PST I want to buy Philip Morris and Altria because I do not see Juul going away and I also believe that cigarettes will be good for the next 10-20 years. The dividend yield is also pretty big since they do not innovate their products like other companies. Are these stocks combined good investments? [link] [comments]  |
| Thoughts on Cleanspark? (CLSK) Posted: 01 Nov 2020 08:15 AM PST So I've been tracking CLSK for weeks now and it's beginning to look really enticing at these prices. They're slatted to report earnings on the 8th and it's already been stated by the company that they doubled their revenue from last year and they're projecting to double again if not more in 2021. With their recent acquisition of Grid Fabric they've been able to dig their toes into the EV space a bit as well. I'm thinking about opening up a medium sized position after the election, but not sure when to pull the trigger.. Thoughts? [link] [comments]  |
| Is anyone buying NKLA and SPCE anymore? Posted: 01 Nov 2020 12:42 PM PST I bought these when they first came out. Obviously I've experienced losses. I'm curious if anyone sees any upside potential in these. Is anyone buying while cheap? NKLA pisses me off though. Feel like the leaders are like the Wolf of Wall Street types. Should of listened to that redditor a couple months back who said his reasoning for us to avoid the stock was because the CEO has the "face of a con man." I laughed at the time but the dude was right! [link] [comments]  |
| Bloomberg: The U.S. stock market could be headed for a lost decade Posted: 01 Nov 2020 08:55 AM PST "When the history of the modern financial era is written, there's one comment that's almost certain to merit inclusion: "Stocks only go up!" Sports-blogger turned day-trader Dave Portnoy's pithy observation this summer was designed to both amuse and provoke. But if you've put money into U.S. stocks since the market bottomed out in 2009, the chances are you think Portnoy is basically correct. Plenty of professional asset managers would concur. Perhaps the most important question for those considering investing savings today, when stocks are by some metrics among the most expensive they've ever been, is whether Portnoy's philosophy is about to be turned on its head. In other words: "what if stocks don't always go up?" There are reasons to think this fantastic period for the U.S. stock market might soon be followed by a prolonged hangover, possibly lasting a decade or more. Such a stretch of disappointing equity returns would have profound implications for millennials and generation Z. The standard advice around financial planning and retirement saving that's worked so well lately — put your money in an index fund that tracks the market and forget about it — might no longer work so well. In the past decade, investors who bought an index fund that mirrors the S&P 500 Index and reinvested dividends have enjoyed a 13% average annual return, according to Bloomberg data. Even a deadly global pandemic that's triggered a deep recession and widespread unemployment only briefly interrupted the ascendancy of U.S. stocks. The Federal Reserve rode to the rescue once more, and the S&P 500 hit fresh record highs (though lately investors have since grown cautious again). Young investors may conclude that bumper returns are all but guaranteed in the years ahead. If only steadily rising stock prices were always the case. Consider the FTSE 100, an index of some of Britain's preeminent pharmaceutical, energy, mining and consumer goods companies. In price terms (ignoring the impact of reinvesting dividends for a second), the U.K. benchmark is lower now than it was two decades ago. It's not alone. The Stoxx Europe 600 benchmark also remains beneath its dot-com-era peak while the MSCI emerging markets index topped out in 2007 and has yet to recover. The market that really refutes Portnoy's assertion though is Japan: The Nikkei 225 index remains about 40% below its 1989 peak, when a massive financial bubble burst. "Stocks Only Go Up"? Following a financial bubble Japanese investors suffered years of poor returns Could the U.S. market face a similar fate? There've been bleak periods before, most famously in the two decades that followed the 1929 Wall Street crash. Long Hangover U.S. stocks took a long time to recover from the 1929 Wall Street crash As recently as 2012 the S&P 500 was below its 2000 peak. Value-orientated asset managers like GMO's Jeremy Grantham think something similar could happen again, but it's not just well-known Cassandras who worry. Hedge fund billionaire Ray Dalio of Bridgewater Associates and Blackstone's vice chairman Tony James have both warned about a "lost decade" for equity investors. If you'd followed GMO's advice in 2013 to steer clear of American large-cap stocks and load up on emerging market shares, you'd have missed out on seven years of stellar returns. So what's different now? 1. Extreme valuations Equity valuations have grown even more extreme. During the pandemic, they have become completely divorced from economic fundamentals thanks to the Federal Reserve's largess. A stock market bubble pulls forward expected returns from the future, setting investors up for probable disappointment later on. "It's exactly when past returns are most glorious that future prospects are most dismal," investor John Hussman, another famously bearish investment manager wrote recently. He's described today's menu of choices for passive, long-term investors as "the worst in history." Expensive Stocks U.S stock valuations aren't at dotcom era levels, but they're certainly not cheap The CAPE ratio uses a ten-year average of inflation-adjusted earnings to smooth out short-term noise
While this all sounds bleak, it's some comfort that over the very long term stocks have tended to go up. In nominal terms, one dollar invested in the U.S. market in 1900 was worth $58,000 by 2019, according to the Credit Suisse market returns study, or an annualized 6.5% return when adjusted for inflation. In the meantime, there are a few things young investors can do to avoid being caught out by a duff decade for U.S. stocks. For starters, if returns are lower I'm afraid you'll also need to save more to build wealth. Consider adding some exposure to non-U.S. equities, which may at last be due a period of outperformance relative to the U.S. And by reinvesting dividends you can still obtain decent returns even if stock prices go nowhere. (The FTSE 100 has fallen 19% since the turn of the millennium, but investors who reinvested dividends received a 63% return in that period.) Hopefully, the gloomy scenario I've painted won't materialize and U.S. companies will develop new technologies that power the economy and the stock market to new heights in the next decade. But if that doesn't happen, you'll be prepared."
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| Posted: 01 Nov 2020 01:28 AM PST Hey, so I'm from AUS and i hold a small portfolio of shares on my domestic exchange (ASX) and I've been planning on entering the US market for the last year and the current prices look very enticing. I actually bought USD in anticipation of entering a few weeks ago and had the stocks I wanted to buy planned. Luckily I made an error on a US tax form and had to resubmit and wait for processing plus a few days where I wasn't able to get it done. Bottom line is that I would've been down maybe 10-15% across all the picks I had chosen and now that I'm able to buy ive kind of just been waiting since the market continues to be red and I'm expecting Monday will be even worse. What is everyone's opinion on when the best entry point would be for the next 1-30 days ? I'm mainly looking at a portfolio of tech / comms / dividends and welcome to advice on how I can balance that also [link] [comments]  |
| How come the US total index is higher than before covid started? Posted: 01 Nov 2020 07:25 AM PST How come the total usa index is higher than before covid started? How the hell is it even possible? It makes no sense to a newbie like me, while most businesses revenues fell down drastically and there's no light whatsoever when everything will get back to normal again?! [link] [comments]  |
| Posted: 01 Nov 2020 11:03 AM PST Given increasing Covid cases, colder weather and the election uncertainty I feel nearly certain the next 2-4 weeks will lead to a stock market decline. I would say long term I remain bullish once the election is settled and a vaccine is produced, but short term a sharp market decline feels inevitable. I know there are things I'm not considering so I'm hoping to hear some opposing thoughts. But I think a 4-6 week near the money short would be a relatively low risk play. Thanks!! [link] [comments]  |
| Posted: 01 Nov 2020 10:47 AM PST Looks like their recent financials are pretty strong and the general use of their ride products doesn't seem to be much affected by social distancing. Also, their products seem regarded high quality and may be in higher demand during winters in many areas in North America. They closed at $90, which I don't think is a bad entry. Any thoughts? [link] [comments]  |
| Posted: 01 Nov 2020 06:43 AM PST What's your views on psychedelic inspired drug development companies? Is it the Netflix to the cable industry? Compass is already $1.5 billion - if we pick market winners in small caps in the $25-$150 mm, can we get positioned to dominate? [link] [comments]  |
| AMZN makes me tech-heavy, still go in during Q4 "dip"? Posted: 01 Nov 2020 01:07 AM PST Hey All, I've been watching the recent trends and see AMZN dipping enough that I might be interested in buying, however I am unable to get fractional shares which means getting a full share. I had set aside around 10k for term stocks and ETFs, which means one share of AMZN would be over 30% of the whole portfolio. The EPS forecasts are going up, most predictions look positive, the risk seems fairly low. On the other hand with other stocks and ETFs I would be over 50% in tech in a time when sector p/e ratios are at an all time high. Should I just grumble about the tech bubble and go find somewhere else to put my money? [link] [comments]  |
| Posted: 31 Oct 2020 03:26 PM PDT I am quite new to etf's and investing in general. Want to put my toes in and start with etf's. Can anyone suggest best tech etf's? I am looking to invest in high risk short term(will see where this goes) and something solid for long term. ARK are the best bet but not available in UK. QQQ seems to be a very good option. Any other etf's in a different sector which you consider to be hot, please suggest. Another question, how do I know if they are overpriced? Been reading that for some etf's? How do I know that? are there any good sites that can help me? Any help in greatly appreciated. [link] [comments]  |
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