• Breaking News

    Wednesday, February 10, 2021

    Formal posting guidelines for political topics and what constitutes investment vs corporate news. **READ BEFORE COMMENTING IN THIS SUB PLEASE** Investing

    Formal posting guidelines for political topics and what constitutes investment vs corporate news. **READ BEFORE COMMENTING IN THIS SUB PLEASE** Investing


    Formal posting guidelines for political topics and what constitutes investment vs corporate news. **READ BEFORE COMMENTING IN THIS SUB PLEASE**

    Posted: 01 Sep 2019 12:31 PM PDT

    Alright everyone, it looks like we had pretty broad support in this thread when it comes to cracking down on the hyper partisanship that's been spilling out of the political subreddits to all corners of reddit. In this thread I'm going to lay out some formal guidelines for comments on political topics. Since this is so widespread I want to be clear here: this post is everyone's formal warning. That means temporary or in some cases permanent bans are being handed out for people who violate said guidelines immediately. This is really the only way to deal wit this issue. I'm going to try to get automod to sticky applicable threads with this post as well.

    First lets address politics

    I want to note something first: we are absolutely enforcing higher posting standards for political threads. I think it's entirely uncontroversial to point out that calling Warren Buffett an asshole doesn't nearly stir up the anger that calling any given political figure an asshole will. Comments like that being upvoted quickly derail threads and drive the discussion away from investing.

    So here's the simple guideline which I'll expand on: you're free to express your opinion so long as it's tied to investing, you put effort in to it, and it's civil. We're not here to stop the free flow of discussion or ideas but we are here to keep discussion surrounding investing and civil.

    Tied to investing: this should be pretty straightforward but I'm laying it out here anyway. Investing encompasses markets, economic impacts, corporate profits, shifts in the yield curve, the federal reserve, taxes, potential government spending that may impact your portfolio.

    Investing does not encompass immigration, personal lives of politicians, social issues, climate change(unless specifically within the context of impact to energy or similar), how you feel about a particular news organization's potential biases, etc. If it's not in the first list it's probably not investing related. Making comments pertaining to non investment related politics only serves to drive the conversation off course and create a thread that is indistinguishable from one in a political subreddit. Driving conversation off topic in high level comments by bringing up politics in unrelated threads also falls in this category.

    Effort: no shitposts. If you're not conveying a thought or analysis of a particular subject then it's probably best to not post. Furthermore top level comments like "fuck my portfolio" don't help keeping conversation on track. Lastly and most importantly anything that falls in to the political meme universe isn't going to fly here. That means if you're repeating something like TDS, MAGA, trade wars are good and easy to win, Pocahontas, orange man bad, any of the millions of nicknames for the president, very stable genius, any given childish spin on Democrat/republican(ex DemocRAT or Republitard), etc isn't tolerated. These sorts of things only serve to agitate those on the opposite end of the political spectrum and create partisan arguments.

    Your post should be something like "I disagree/agree with Trump here because [policy] will do XYZ which is good/bad for ABC and blah blah blah blah". If you are unable to express an investment related position on a topic without insults and memes then you probably should just go to a political subreddit and comment there.

    Special note here: conspiracy theories about politics and markets are not allowed. If you are going to imply criminal market manipulation or insider trading proof in the form of reporting or other documentation is necessary. This is not a place for baseless accusations derived from political leaning.

    Civility: so we already don't allow personal attacks here. Generally speaking many people identify so closely with political parties and politicians that they react to political attacks the same way they will to personal attacks. I get it, people get worked up over politics. Translating that emotion to a post here only serves to have people with opposing views get similarly worked up. This isn't an appropriate subreddit for that. We're here to discuss investing. So any comment that would violate our personal attacks rule if you made it towards another user is prohibited against political parties or figures. /r/investing is not a platform for people to express their outrage towards politicians or political parties. There are tons of subreddits for that sort of thing.

    So now that the guidelines are made clear, here's the consequences. In our observation the vast majority of people engaging in political attacks and low effort posts are not regular contributors. They tend to frequent political subreddits and engage in political attacks elsewhere. So we're automatically handing out 30 day bans for violation of the above rules. If you feel like your ban was in error or unfair you can appeal in modmail but we're not really inclined to reverse decisions if you aren't already a regular contributor. For egregious offenses the ban may be 60 days or permanent. For overt racism, death threats against any public figure, or similar there is an automatic permanent ban.

    Now Corporate vs Investment News

    /u/crasymike did an awesome job laying out the general guidelines here: https://www.reddit.com/r/investing/comments/b3ss3q/topics_being_removed_corporate_news_vs_investor/

    I'm going to just copy some of the hard guidelines here so they're in the same place but take a look at that thread to see a full explanation.

    tl;dr Not all corporate news is investment news. If you post a topic the onus is on you to guide the discussion towards investing. If the moderators feel that a topic lacks relevance (which is more clearly defined below) then it might be removed. Off-topic top-level comments have similar standards applied to them.

    This means that the onus is on you as the person posting the topic to guide the discussion. As moderators all we can do is remove offending comments, but we can't incite relevant discussion in every topic.

    Tell us, why is this political news impactful? Seek out an article that discusses market impacts rather than a generic article. If you want to post corporate news then find an article that includes the impact on the investment. Copy that information into the body of your post. Include price history. Add other pertinent links or details for the corporate.

    If you include no relevant investing information then don't be surprised if the topic is completely derailed from discussing investing. If you are posting a topic you need to invite people to talk about investing by using an article, or including information, that is pertinent to investors.

    As moderators, we have a few policies that we use to guide ourselves. This is a broad rule that requires some interpretation, but here we go:

    • If we can't figure out how your topic relates to investing, and the article doesn't include any (or extremely little) market news, and the body of your post doesn't link the topic to investing we will probably remove it as off-topic.

    • If your topic has an indirect relation to investing (such as being about a public company, or is major market shifting news) but you included no market information and the article(s) you linked have no investing information we may remove it if we feel that there is no clear reason to expect on-topic comments.

    • If someone posts a top-level comment on a thread that completely derails away from investing we will probably remove it.

    If the policies above would result in the modteam seemingly needing to remove nearly every top level comment in a thread, and we felt like your thread is "borderline" not investing news, then we will take this as confirmation that the topic wasn't investing news. If the entire conversation in a thread is already driven off topic by political attacks or off topic discussion we will lock and remove a thread no matter how topical it is. Please do your part and downvote/report political attacks even if you agree with them. This will prevent us from just nuking a thread

    submitted by /u/MasterCookSwag
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    Daily Advice Thread - All basic help or advice questions must be posted here.

    Posted: 10 Feb 2021 02:00 AM PST

    If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:

    • How old are you? What country do you live in?
    • Are you employed/making income? How much?
    • What are your objectives with this money? (Buy a house? Retirement savings?)
    • What is your time horizon? Do you need this money next month? Next 20yrs?
    • What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?)
    • What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?)
    • Any big debts (include interest rate) or expenses?
    • And any other relevant financial information will be useful to give you a proper answer.

    Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources.

    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!

    submitted by /u/AutoModerator
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    Collection of Finviz screeners

    Posted: 09 Feb 2021 08:22 PM PST

    Thanks to old posts on Redditt - I am posting Finviz screeners that other investors are using.
    If you have feedback, corrections or want to share your favorites, please post below.

    1. Shorted stocks - https://finviz.com/screener.ashx?v=131&f=cap_smallover,geo_usa,sh_avgvol_o500,sh_curvol_o500,sh_opt_optionshort,sh_price_o3,sh_relvol_o1,sh_short_high&o=-shortinterestshare
    2. Short squeeze - https://finviz.com/screener.ashx?v=131&f=sh_avgvol_o100,sh_instown_u50,sh_price_o2,sh_short_o15&ft=4&o=-shortinterestshare
    3. Weekly Earnings gap up - https://finviz.com/screener.ashx?v=141&f=earningsdate_tomorrowafter,sh_avgvol_o400,sh_curvol_o50,sh_short_u25,ta_averagetruerange_o0.5,ta_gap_u2&ft=4&o=-perfytd
    4. Bankruptcy squeeze candidates - https://finviz.com/screener.ashx?v=131&f=fa_pb_low,sh_short_o30&ft=4&o=-shortinterestshare
    5. Potential uptrend from weekly lows - https://finviz.com/screener.ashx?v=141&f=sh_avgvol_o400,ta_pattern_channelup,ta_perf_1wdown&ft=4&o=perf1w
    6. Bounce at moving average - https://finviz.com/screener.ashx?v=141&f=sh_avgvol_o400,sh_curvol_o2000,sh_relvol_o1,ta_sma20_pa,ta_sma50_pb&ft=4&o=-perf1w
    7. Oversold reversal - https://finviz.com/screener.ashx?v=111&f=sh_price_o5,sh_relvol_o2,ta_change_u,ta_rsi_os30&ft=4&o=price
    8. Oversold with upcoming earnings - https://finviz.com/screener.ashx?v=141&f=cap_smallover,earningsdate_thismonth,fa_epsqoq_o15,fa_grossmargin_o20,sh_avgvol_o750,sh_curvol_o1000,ta_perf_52w10o,ta_rsi_nob50&ft=4&o=perfytd
    9. New highs - https://finviz.com/screener.ashx?v=141&f=an_recom_buy,sh_price_u7,ta_change_u,ta_highlow20d_nh,ta_highlow50d_nh,ta_highlow52w_nh,ta_perf_dup&ft=4&o=-perf1w
    10. Breaking out - https://finviz.com/screener.ashx?v=141&f=fa_debteq_u1,fa_roe_o20,sh_avgvol_o100,ta_highlow50d_nh,ta_sma20_pa,ta_sma200_pa,ta_sma50_pa&ft=4&o=-perf1w
    11. SMA crossover - https://finviz.com/screener.ashx?v=141&f=fa_pe_profitable,sh_avgvol_o400,sh_relvol_o1,sh_short_low,ta_beta_o1,ta_sma50_cross20b&ft=4
    12. High Earnings growth - https://finviz.com/screener.ashx?v=141&f=fa_epsqoq_o25,fa_epsyoy_o25,fa_epsyoy1_o25,fa_salesqoq_o25,sh_avgvol_o400,ta_rsi_nos50,ta_sma200_pa&ft=4&o=-perfytd
    13. High Sales growth - https://finviz.com/screener.ashx?v=111&f=fa_debteq_u0.5,fa_roe_o15,fa_sales5years_o20,fa_salesqoq_o20,sh_avgvol_o200,sh_instown_o60,sh_price_o5,sh_short_u5&ft=4
    14. High relative volume - https://finviz.com/screener.ashx?v=131&f=fa_curratio_o1,fa_epsqoq_o15,fa_quickratio_o1,fa_salesqoq_o15,sh_avgvol_o400,sh_price_o5,sh_relvol_o1.5,ta_sma20_pa,ta_sma200_sb50,ta_sma50_sa200&ft=4&o=instown
    15. Consistent growth on a bullish trend - https://finviz.com/screener.ashx?v=141&f=fa_eps5years_pos,fa_epsqoq_o20,fa_epsyoy_o25,fa_epsyoy1_o15,fa_estltgrowth_pos,fa_roe_o15,sh_instown_o10,sh_price_o15,ta_highlow52w_a90h,ta_rsi_nos50&ft=4&o=-perfytd
    16. Buy and Hold value - https://finviz.com/screener.ashx?v=121&f=cap_microover,fa_curratio_o1.5,fa_estltgrowth_o10,fa_peg_o1,fa_roe_o15,ta_beta_o1.5,ta_sma20_pa&ft=4&o=-forwardpe
    17. Undervalued dividend growth - https://finviz.com/screener.ashx?v=111&f=cap_largeover,fa_div_pos,fa_epsyoy1_o5,fa_estltgrowth_o5,fa_payoutratio_u50,fa_pe_u20,fa_peg_low&ft=4&o=-pe
    18. Low PE value - https://finviz.com/screener.ashx?v=141&f=cap_smallunder,fa_pb_low,fa_pe_low,fa_peg_low,fa_roa_pos,fa_roe_pos,sh_price_o5&ft=4&o=-perfytd
    19. CANSLIM - https://finviz.com/screener.ashx?v=111&f=fa_eps5years_o20,fa_epsqoq_o20,fa_epsyoy_o20,fa_sales5years_o20,fa_salesqoq_o20,sh_curvol_o200&ft=4

    Hope everyone finds it as useful as I did.

    submitted by /u/udit76
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    After spending the weekend looking at marijuana stocks I've picked my top dog: Cresco Labs CRLBF

    Posted: 09 Feb 2021 09:13 AM PST

    After spending the weekend looking at marijuana stocks to get into before Dems make it legal nationally CRLBF gets my seal of approval.

    1. They sell a ton of gummies and edibles. I don't think legalizing weed is going to drastically change the number of people that smoke it or how they get it. But most people in states that it is not legal in will get to enjoy edibles that were previously unavailable to them. Also edibles are easy to scale up the manufacturer and distribution of.

    2. Cresco is an American company. I think believe that the Canadian companies don't have as much potential for growth as American ones do. Just my opinion.

    3. Cresco is the nation's largest wholesale distributor. This will be huge when every Tom, Dick and Joe starts opening cannabis shops like starbucks.

    4. They are virtically intergraded. This makes them more nimble and gives them the ability to change fast when the time comes.

    All marijuana stocks are going to go up. I'd be interested in some discussion about some lesser known small caps.

    submitted by /u/cahlima
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    I watch Motley Fools new program offering video today

    Posted: 09 Feb 2021 04:10 PM PST

    So they have a new product coming out, I think its just called 10x. its an annual subscription service for $1,299 (lets see how well that'll sell lol) which they will release 40 companies that they think have potential to reach 10x valuation from where they are today.

    I got about 10 different emails within the last couple of days calling it their "boldest project ever" so I finally watched it.

    They mentioned 3 of the 40 stocks that could get to 10x value earlier today which were pinterest, lemonade, and opendoor technologies.

    So there ya go. Dont know enough about these companies , but I sat through the video so you don't have to.

    submitted by /u/paulrobert1989
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    Out of all the "bubbles" that are forming right now, which ones would you buy the most if it popped> (EV, marijuana, fintech, crypto, etc...)

    Posted: 09 Feb 2021 09:01 PM PST

    Let's say a crash does happen soon, which sector or theme would you want to buy the most, if or when it does happen in the coming months?

    As we all know, EV, marijuana, fintech, tech, genomics have all 5-20X'd since the start of the pandemic. The more famous investors such as Burry and Cathie Wood seem convinced that there will be a crash or at least a correction coming soon.

    Also bonus question: What companies would you buy the most of within said bubble popping?

    Personally for me it would probably be EV > weed > tech > genomics. With TSLA and NIO being the top 2 companies I would start buying. After that it would be APHA, and then from there stuff like SQ, NET, DKNG, SNOW, and LMND.

    submitted by /u/Okmanl
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    Why I believe $OPRA is overseen by investors

    Posted: 10 Feb 2021 02:00 AM PST

    Opera is known by most people as the default browser on non-apple smartphones in 2012.

    What is overlooked is that Opera is more than just a browser. The company has been bought by a consortium of investors lead by Zhou Yahui.

    Half of existing products have been launched in the last years and new initiatives are in the pipeline:

    • Opera desktop browser) (Windows, MacOS, Linux)
    • Opera browser for Android
    • Opera GX : Opera's gaming browser, released in June 2019. The browser allows users to customize how much RAM, CPU, and network bandwidth it uses, and reached 7 million monthly active users.
    • Opera Mini: originally released in 2005, version 50 of the browser was released in May 2020.[54]#cite_note-:1-55) The redesign included a new UI, an improved data-saving mode, and a built-in file sharing service.
    • Opera News: released in 2018, a news app with an AI-engine In 2020, Opera announced that its Opera News service had more than 200 million monthly active users.
    • Opera Touch: a mobile browser released in 2018, available for Android and iOS
    • OPay: a fintech startup incubated by Opera, it is a mobile-based money platform in Nigeria released in 2018.
    • Opera Ads: advertising platform which integrates into all of Opera's products released in May 2019.
    • Nanobank: Microlending services which is partly owned by Opera

    New Initiatives:

    • Pocosys and Fjord Bank acquisition to push "Buy now Pay later" services in Europe
    • Acquisitoin of YOYO games which will generate synergies and a new market with the Opera GX browser.
    • Olist.ng

    The pace of product launches is accelerating and with Opera News and the Opera Browser customer aqcuisition costs are considerably low. Downsides seem limited as Opera is profitable and growing its customer base steadilty.

    this is no financial advice.

    submitted by /u/Behi89
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    Second Quarter Results: 6 months into the /r/investing underrated stock survey and the average return was 72% (37% as a portfolio)

    Posted: 09 Feb 2021 04:23 AM PST

    Building on a previous post (http://redd.it/i2thge/) asking the community to pick underrated stocks, there was interest in seeing the quarterly performance of everyone's picks

    The first quarter can be seen here: http://redd.it/jti14m/

    For this quarter, the key takeaways are as follows:

    • Overall average return of 72.2% (driven by the GME pick)
    • If you invested equally in each stock, returns would have been 41.9%, or if you bought one of each stock, returns would have been 37.5%
    • 86% of the 254 picks have shown a positive return, with 80% greater than 10% return and 20% greater than 100% return
    • Highest returning pick: Gamestock (GME) at 1342% flagged by /u/EmployerOfTheMonth, to which they stated "If it goes up, people will think I'm some sort genius for going against the crowd, if it goes down, people will just mindly brush me off as a moron for actually thinking this was underrated"
    • If you invested in the top 5 most upvoted stocks (NET, CRSP, STNE, NVDA, NOK), you would have seen an average return of 62%
    • If you invested in the top 5 most controversial stocks (TSLA, WD, AMD, LMND, UBER), you would have seen a return of 93%
    • If you had invested equally in the stocks with greater than 10% return in the first 30 days, your total return would be 53.1%

    In graphical format, you can also see the results here: https://i.imgur.com/CzEYTxv.png

    For those who keep asking for another round of tracking underrated stocks, I'll add a comment below to collect new picks to monitor. Happy to update you on a similar cadence.

    As a reminder, please do not interpret results seen here as an endorsement of the investing prowess of the community. Invest at your own risk.

    For reference, below is a table of the current stocks sorted by performance

    Symbol Company Delta Provided by
    GME GameStop Corp. 1342% /u/EmployerOfTheMonth
    FCEL FuelCell Energy Inc 885% /u/i-kno-nothing, /u/dewaser
    EH EHang Holdings Ltd - ADR 703% /u/TheEUR0PEAN
    AYTU Aytu Bioscience Inc 502% /u/Bkzkilla2, /u/beefy-ambulance, /u/subaruveganguy22
    PLUG Plug Power Inc 487% /u/lukwas_
    DQ Daqo New Energy Corp 365% /u/stonk_daddy
    NIO Nio Inc - ADR 340% /u/makesalotofmoney, /u/Carrera_GT, /u/Charlie Brown364
    APHA Aphria Inc 325% /u/Aprhria, /u/Bdghablig
    APPS Digital Turbine Inc 303% /u/toop4
    SPWR SunPower Corporation 282% /u/Hadouukken
    NTLA Intellia Therapeutics Inc 273% /u/earthmoonsun
    UAVS Ageagle Aerial Systems Inc 268% /u/fishkillr
    GBTC Grayscale Bitcoin Trust (Btc) 250% /u/asherlevi
    JMIA Jumia Technologies AG - ADR 218% /u/Jerund, /u/souptrades, /u/7YearOldCodPlayer, /u/CharlieBrown364, /u/fortnitehead
    TSLA Tesla Inc 197% /u/Skurinator, /u/goldcakes, /u/redmars1234, /u/Drortmeyer2017
    ALTO Pacific Ethanol 187% /u/adamtejot
    BB BlackBerry Ltd 184% /u/mh1t, /u/EthosPathosLegos
    XPEL Xpel Inc 183% /u/Bkazzle
    SOLO Electrameccanica Vehicles Corp 178% /u/IHaveUsernameBlock
    ENPH Enphase Energy Inc 172% /u/deGoblin
    TCNNF Trulieve Cannabis Corp 163% /u/grphelps1, /u/Cucumber_Cooling
    KLR Kaleyra Inc 161% /u/souptrades
    BABYF Else Nutrition Holdings Inc 156% /u/PringlesAreUs
    TPIC TPI Composites Inc 155% /u/polwas
    ALNOV Novacyt SA 149% /u/Snoopmatt
    CRLBF Cresco Labs Inc 148% /u/UncleSlippyFist
    PENN Penn National Gaming, Inc 147% /u/Calpool
    PLNHF Planet 13 Holdings Inc 145% /u/MMatter1
    TUP Tupperware Brands Corporation 145% /u/Scumbaggedfriends
    WKHS Workhorse Group Inc 140% /u/VisionsDB
    CSIQ Canadian Solar Inc. 135% /u/MrMineHeads, vvv561
    SITM SiTime Corp 135% /u/drbh_
    TAN Invesco Solar ETF 132% /u/z74al
    CDLX Cardlytics Inc 129% /u/whossayn, /u/YarManYak
    PINS Pinterest Inc 128% /u/EthanPhan
    NET Cloudflare Inc 127% /u/thereisnospoongeek, /u/olliemacg, /u/Boots2243
    CVAC CureVac 126% /u/Tangerinho
    INMD Inmode Ltd 119% /u/meta-cognizant, /u/craneman813
    SIX Six Flags Entertainment Corp 119% /u/EthosPathosLegos
    AXON Axon Enterprise 117% /u/ansofteng
    MAXR Maxar Technologies Inc 113% /u/Borne2Run
    GM General Motors Company 113% /u/Buttershine_Beta
    INSP Inspire Medical Systems Inc 113% /u/JPINFV2
    PTON Peloton Interactive Inc 112% /u/loosetingles
    LMND Lemonade Inc 112% /u/br1ghtness, /u/skkreet, /u/hahadumblloyd
    VIAC CBS Corporation Common Stock 108% /u/1987supertramp
    XBC Xebec Adsorption Inc. 107% /u/Mug_of_coffee
    AIR AAR Corp. 106% /u/paulo92834
    SE Sea Ltd 104% /u/scatterblodded, /u/tradeintel828384839, /u/thug_funnie, /u/Meymo
    RDFN Redfin Corp 103% /u/shreddit47
    EDIT Editas Medicine Inc 101% /u/earthmoonsun
    CVM CEL-SCI Corporation 100% /u/Golden_Pineapple
    TSE:WELL WELL Health Technologies Corp 100% /u/Unlucky-Prize, /u/IcemanVish
    PMCB Pharmacyte Biotech Inc 100% /u/DillieTheSquid
    COTY Coty Inc 99% /u/NhatNguyen2112
    ICLN iShares Global Clean Energy ETF 98% /u/drheman25Q
    AUMN Golden Minerals Co 95% /u/YEEEEEAAAAA
    ALLY Ally Financial Inc 95% /u/jcurtis44
    VNRX VolitionRX Ltd 94% /u/RiDDDiK1337
    RIGL Rigel Pharmaceuticals, Inc. 91% /u/Gay_Demons
    IAC IAC/Interactivecorp 89% /u/dvdmovie1
    TXG 10X Genomics Inc 89% /u/Unlucky-Prize
    TA Travelcenters of America Inc 89% /u/jk_tilt
    RVP Retractable Technologies, Inc. 89% /u/EmreCanPuns
    CRSP Crispr Therapeutics AG 88% /u/emtvaikkajoku
    PD Pagerduty Inc 88% /u/throthrowth
    IIPR Innovative Industrial Properties Inc 88% /u/Dalis_Ktm
    NCR NCR Corporation 87% /u/IAMBEOWULFF, /u/fistymonkey1337
    BL Blackline Inc 87% /u/veebeew
    RMCF Rocky Mountain Chocolate Factory, Inc. 84% /u/howtoreadspaghetti
    ELVT Elevate Credit Inc 84% /u/ScoreFuture
    SAVE Spirit Airlines Incorporated 84% /u/Matous_Palecek
    UTZ Utz Brands Inc 84% /u/RIC_FLAIR-WOOO
    RNLSY Renault ADR 82% /u/jw8700
    RAZFF Razer Inc 82% /u/ThatOneRedditBro
    DKNG Draftkings Inc 82% /u/boomshalock
    STNE StoneCo Ltd 81% /u/GromGrommeta
    Uber Uber Technologies Inc 80% /u/DukeBD2021
    FLR Fluor Corp 80% /u/lost_searching
    NVTA InVitae Corp 79% /u/emtvaikkajoku, /u/CrackHeadRodeo
    SQ Square Inc 77% /u/cuti95, /u/ConstructivePlayer, /u/Lfastrsx, /u/jercky, /u/CharlieBrown364
    PRLB Proto Labs Inc 74% /u/JEesSs
    TTD Trade Desk Inc 73% /u/all_hail_hypno, /u/Kay312010
    MU Micron Technology, Inc. 72% /u/Wexoch
    ETSY Etsy Inc 72% /u/PeskyShart
    NUAN Nuance Communications Inc. 71% /u/IwantmyMTZ
    HEAR Turtle Beach Corp 69% /u/chancsc11
    WD Walker & Dunlop, Inc. 69% /u/TBSchemer
    MAC Macerich Co 69% /u/skvettlappen
    TTCF Tattooed Chef Inc 67% /u/Mug_of_coffee
    PRPL Purple Innovation Inc 66% /u/jloy88, /u/CharlieBrown364, /u/RemiMartin
    TSM Taiwan Semiconductor Mfg. Co. Ltd. 66% /u/Paks_12345, /u/sogladatwork, /u/BlissfulThinkr
    RAMPF Polaris Infrastructure Inc 66% /u/CaptainCanuck93
    RUN Sunrun Inc 64% /u/FactualNeutronStar
    INSG Inseego Corp 63% /u/esoccer141414
    TAAL Taal Distributed Information Techs Inc 62% /u/AwesomeMathUse
    MX Magnachip Semiconductor Corp 61% /u/samtony234
    TWLO Twilio Inc 60% /u/MarconianRex
    RAD Rite Aid Corporation 59% /u/ManagerMilkshake
    MELI Mercadolibre Inc 59% /u/pontoumporcento
    LDL Lydall, Inc. 59% /u/Henisockle
    EZJ ProShares Ultra MSCI Japan ETF 57% /u/Necessary_Club_6714
    LOGI Logitech International SA 56% /u/CharlieBrown364
    OTIC Otonomy Inc 54% /u/Unlucky-Prize
    ASML ASML Holding NV 54% /u/EthosPathosLegos, /u/earthmoonsun
    DS Drive Shack Inc 52% /u/Bobjenkins97
    NYSE:PSTH Pershing Square Tontine Holdings Ord Shs Class A 52% /u/5_yr_lurker
    SBSW Sibanye Stillwater Ltd 52% /u/marqui4me
    SEDG Solaredge Technologies Inc 51% /u/m4r1vs
    ESRT Empire State Realty Trust Inc 51% /u/silverpaw1786
    YETI Yeti Holdings Inc 50% /u/boomwhackers
    GAN Gan Ltd 50% /u/emcdeezy22
    TDOC Teladoc Health Inc 50% /u/staniel_diverson, /u/Raybay192, /u/Drifter 1996, /u/moveitover
    ALXN Alexion Pharmaceuticals, Inc. 50% /u/fisk47
    WORK Slack Technologies Inc 49% /u/AntwanDixon_
    BPY Brookfield Property Partners LP Unit 49% /u/Onarco
    MDWD Mediwound Ltd 48% /u/blueblade408
    BTU Peabody Energy Corporation 48% /u/aviatoraway1
    MS Morgan Stanley 47% /u/wrs97
    TGT Target Corporation 47% /u/Kosher-Bacon
    SDGR Schrodinger Inc 47% /u/TipasaNuptials, /u/asianmarysue, /u/RattleGoreBitcoin
    CYBR Cyberark Software Ltd 46% /u/Kevenam
    DIS Walt Disney Co 46% /u/jadenmc2189, /u/biz_student
    NYMT New York Mortgage Trust Inc 46% /u/ToKeepAndToHoldForev
    FLIR FLIR Systems, Inc. 46% /u/zerokarma
    SNE Sony Corp 44% /u/drorhac
    TMDX TransMedics Group Inc 44% /u/DropoutEngy
    AVLR Avalara Inc 44% /u/nomdeplume_alias
    BLU BELLUS Health Inc 43% /u/NhatNguyen2112
    URW Unibail-Rodamco-Westfield SE 43% /u/eams66
    TEAM Atlassian Corporation PLC 43% /u/shadowrckts
    CCJ Cameco Corp 42% /u/jh4962772, /u/Commandobolt, /u/3STmotivation
    JPM JPMorgan Chase & Co. 41% /u/wrs97
    WIZZ Wizz Air Holdings PLC 41% /u/Matous_Palecek
    FSLY Fastly Inc 41% /u/AwesomeMathUse
    VHC VirnetX Holding Corporation 40% /u/vyts18
    SAM Boston Beer Company Inc 39% /u/Top_Island
    SDC SmileDirectClub Inc 39% /u/meeni131
    GFL GFL Environmental Inc 39% /u/lenadunhamsbutthole
    NPSNY Naspers Limited 38% /u/Demandredz
    TSE:AC Air Canada 38% /u/priamXus
    MTCH Match Group Inc 37% /u/BallinLikeImKobe24
    HERO Global X Video Games & Esports ETF 37% /u/sgtyzi
    NOW ServiceNow Inc 36% /u/cookingboy
    OKTA Okta Inc 35% /u/Bcr731
    DRNA Dicerna Pharmaceuticals Inc 34% /u/earthmoonsun
    SLP Simulations Plus, Inc. 34% /u/hellohi3
    WFC Wells Fargo & Co 33% /u/yehdhbdjdjd
    GNUS Genius Brands International Inc 32% /u/due11
    CDW CDW common stock 31% /u/plorfu
    TAP Molson Coors Beverage Co Class B 31% /u/howtoreadspaghetti
    CIBR First Trust NASDAQ Cybersecurity ETF 29% /u/komoggmu321
    BFIT Global X Health & Wellness Thematic ETF 29% /u/Venhuizer
    NVDA NVIDIA Corporation 29% /u/TBSchemer, friedtea15
    TD Toronto-Dominion Bank 29% /u/robbierox123
    BYND Beyond Meat Inc 29% /u/Kreisensalat, /u/Flipside
    SPOT Spotify Technology SA 28% /u/_Hard4Jesus
    HR.UN H&R Real Estate Investment Trust 28% /u/CaptainCanuck93
    SHOP Shopify Inc 28% /u/AwesomeMathUse
    BAM Brookfield Asset Management Inc 28% /u/duongroi, /u/Avaronah
    CYDY CytoDyn Inc 27% /u/dufmum
    BAC Bank of America Corp 27% /u/oobydoobydoobydoo, /u/wrs97
    OLED Universal Display Corporation 26% /u/niknikniknikniknik1
    TJX TJX Companies Inc 26% /u/princess-smartypants
    STO:TIGO-SDB Millicom International Cellular SA(SWE) 26% /u/joseph460
    DNNGY Orsted A S Unsponsored ADR 25% /u/BrentfordFC21
    ESNT Essent Group Ltd 25% /u/veggie-man
    OTCMKTS:PRXXF Paradox Interactive AB (publ) 23% /u/I_worship_odin
    AAPL Apple Inc 23% /u/tcldstnvdw
    INTC Intel Corporation 23% /u/ionlypwn, /u/TitanCrasher54, /u/niknikniknikniknik1
    VLO Valero Energy Corporation 23% /u/chickenandcheesefart
    NEWR New Relic Inc 23% /u/Dalis_Ktm
    WAB Westinghouse Air Brake Technologies Corp 23% /u/warman506
    ATVI Activision Blizzard, Inc. 23% /u/Mondanivalo
    NVR NVR, Inc. 22% /u/Linnake
    ARCC Ares Capital Corporation 22% /u/ThemChecks
    NATH Nathan's Famous, Inc. 22% /u/howtoreadspaghetti
    DOCU Docusign Inc 22% /u/h3ku, /u/Teach-101
    TRVN Trevena Inc 21% /u/pacosteles
    VTSAX Vanguard Total Stock Market Index Fund Admiral Shares 21% /u/WackyBeachJustice
    FSR Fisker Inc 21% /u/bigsexy12
    OXB Oxford BioMedica plc 20% /u/arabidopsis
    IMKTA Ingles Markets, Incorporated 20% /u/kimjungoon
    RTX Raytheon Technologies Corp 18% /u/anon2019L
    CHGG Chegg Inc 17% /u/Boots2243
    HZNP Horizon Therapeutics PLC 16% /u/thesearchforanswer
    VTR Ventas, Inc. 16% /u/Unlucky-Prize
    MMX Maverix Metals Inc 15% /u/AwesomeMathUse
    BBY Best Buy Co Inc 15% /u/1madeamistake
    SRNE Sorrento Therapeutics Inc 14% /u/DowJonesLocker
    OTCMKTS:GMWKF Games Workshop Group PLC 14% /u/MAUSECOP, /u/Thenattylimit
    HELE Helen of Troy Limited 14% /u/aa341
    MSFT Microsoft Corporation 14% /u/TBSchemer
    VEEV Veeva Systems Inc 14% /u/JohnSpartans
    BRK.B Berkshire Hathaway Inc. Class B 13% /u/Jeroen_Jrn, /u/Cuza
    CVS CVS Health Corp 12% /u/handsomeandsmart_
    ISRG Intuitive Surgical, Inc. 12% /u/swalloforswallo
    AYX Alteryx Inc 12% /u/Kme2
    TWOU 2U Inc 12% /u/DickDaddy
    EW Edwards Lifesciences Corp 12% /u/TheTubbyOlive
    WMT Walmart Inc 12% /u/anthonyjh21
    NYT New York Times Co 11% /u/jonhuang
    HKMPF Hikma Pharmaceuticals Plc 10% /u/Marvins-Room
    MMMB Mamamancini's Holdings Inc 9% /u/Jayesslee
    AWK American Water Works Company Inc 8% /u/InfamousLegato
    LON:KEFI KEFI Gold and Copper Plc 8% /u/Scipio-Africannabis-
    AMD Advanced Micro Devices, Inc. 8% /u/ArneGo, /u/apqwer, /u/LoveOfProfit
    ZAGG Zagg Inc 8% /u/ni_shi_shei
    TRU TransUnion 7% /u/AndyCircus
    BEP Brookfield Renewable Partners LP 7% /u/YourPineapplePunch
    TSE:FAF Fire & Flower Holdings Corp 6% /u/tobcar
    SWCH Switch Inc 4% /u/gce1010
    ACMR ACM Research Inc 4% /u/moveitover
    BABA Alibaba Group Holding Ltd - ADR 4% /u/helio987, /u/ScreeMart, /u/Necessary_Club_6714
    LZAGY Lonza Group ADR 3% /u/Fuck512
    VMW VMware, Inc. 3% /u/kingbrow2020
    PLD Prologis Inc 2% /u/ImPinkSnail
    MO Altria Group Inc 2% /u/ARGENT_UM_PUR, /u/gm14202
    ZTS Zoetis Inc 1% /u/BearBearChooey
    JBSS John B. Sanfilippo & Son, Inc. -1% /u/chris011186
    OPK Opko Health Inc. -1% /u/CS1026
    HII Huntington Ingalls Industries Inc -2% /u/howtoreadspaghetti
    GILD Gilead Sciences, Inc. -2% /u/Leroy--Brown
    TNDM Tandem Diabetes Care Inc -3% /u/liao24
    O Realty Income Corp -3% /u/bushysmalls
    BAH Booz Allen Hamilton Holding Corporation -3% /u/i_smel_hookers
    LON:AAZ Anglo Asian Mining -4% /u/krenaldi1
    CCI Crown Castle International Corp -4% /u/jkgator
    KR Kroger Co -6% /u/bxkrish
    EQIX Equinix Inc -6% /u/gce1010
    NSRGY Nestle ADR -7% /u/suburban_robot
    DXCM DexCom, Inc. -8% /u/InformalAid
    GPL Great Panther Mining Ltd -9% /u/Tony0x01
    OTCMKTS:MMTRS Mills Music Trust Unit -9% /u/ARGENT_UM_PUR
    AMT American Tower Corp -10% /u/editviewgo
    FNMA Federal National Mortgage Association -10% /u/figbuilding, /u/onkel_axel
    PAF Pan African Resources plc -11% /u/Fruity_Pineapple
    FFMGF First Mining Gold Corp -12% /u/RecCenterBall
    NOK Nokia Oyj -14% /u/perfectriot, /u/LiabilityFree
    TSE:GCM Gran Colombia Gold Corp -15% /u/Linnake
    TQQQ ProShares UltraPro QQQ -15% /u/iggy555, /u/Guiterrezjm6
    AGRA Agraflora Organics International Inc -20% /u/spreeshark
    FNV Franco Nevada Corp -20% /u/AwesomeMathUse
    WTRH Waitr Holdings Inc -24% /u/exstaticj
    KL Kirkland Lake Gold Ltd -25% /u/New_username_
    LLNW Limelight Networks, Inc. -26% /u/cyberdex, /u/thug_funnie
    IMMNOV Immunovia AB (publ) -29% /u/jennyther
    BBAR Banco Bbva Argentina SA -29% /u/GAV17
    ALT Altimmune Inc -30% /u/Spes-Caritas
    OTGLY CD Projekt 4 ADR Representing Ord Shs -32% /u/Thtb
    IBIO Ibio Inc -36% /u/PrairieDogger69
    PTOTF Patriot One Technologies Inc -40% /u/DanReynolds
    BCLI Brainstorm Cell Therapeutics Inc -43% /u/BigSexyTolo
    SHLO Shiloh Industries -94% /u/brainbroked

    For those also interested, there was a stock picking survey back in October of 2018. That overall portfolio is up 58% with an average return of 138% (driven by the triple digit gains in Enpahse and Tesla). You can see the original picks in my history; happy to provide an update on that one if there is interest.

    submitted by /u/Kme2
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    Instead of investing in EV companies... Investing in commodities needed to produce EV

    Posted: 09 Feb 2021 11:22 AM PST

    Seems there are a lot deep value investor who are thoroughly convinced that commodities and energy will make a gigantic comeback.

    A lot of them are most bullish on the uranium sector. It looks like many uranium companies already 4-5X'd from their 6 month lows. And looking at the entire chart of various uranium companies, that's still a blip in the radar compared to how huge the uranium bull run was back in 2007.

    Anyways aside from uranium has anyone else researched other commodities? For example nickel, graphite, cobalt and so on needed to build EV and what the potential gains are from that?

    It seems like this community usually just talks about tech stocks, or companies that people claim are "already overpriced" (TSLA, plug, nio etc...).

    submitted by /u/Okmanl
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    $APHA to $TLRY Conversion

    Posted: 09 Feb 2021 10:52 AM PST

    Sup,

    It's been posted in here plenty of times regarding the APHA - TLRY merger that when the merger goes through, one APHA share will be converted to .8381 TLRY shares. My question is... will we see the prices of APHA and TLRY naturally come close to this .8381 conversion rate closer to the deal? Currently .8381 of TLRY would come out to $35.49, and APHA is trading at $23.45.

    Will we likely see some natural or manipulated movement close to this price ratio, either in APHA rising or TLRY falling? Seems like this can't just be a free money glitch, no? If anyone has experience with similar deals in the past insight would be appreciated!

    submitted by /u/theobi
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    I believe we are in a bubble [I need to vent...]

    Posted: 09 Feb 2021 11:59 AM PST

    Seriously, I need to vent a bit.

    I considered some companies out there to be overvalued last year, but they've doubled, tripled, or even grew ten-fold in value in the past year. Why are they trading at 100x their top line?! Some companies are burning money like never before, have a smaller revenue than before, and are firing people left and right, but they still grew 700%. wtf. Take SPWR as an example, or LMND. I walk past the LMND offices every day, I met Shai Wininger in person. I'm not going to rant about that specific company, but the market is disconnected from reality. LMND has 80M in revenue, burns money, doesn't grow, but tripled in value in 6 months. Why??

    Half of the stock charts that I'm looking at seem normal and then in 2020 they shoot up like never before. You can let a 5 year old pick any 5 stocks and it would have netted you a 30% return on average, easy!

    What's happening? This is unprecedented.

    I need someone to prove me wrong, or at least provide me with some rationale as to what is happening.

    With all of that said, I'm still investing big on margin, but I'm strongly considering changing my portfolio to things that I believe are more solid, and jump out of the 10x bandwagons. I made insane gains last year, but this party can't go on forever and it needs to come down to earth.

    submitted by /u/ButtFlapMan
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    Artificial intelligence meets agriculture, IPO

    Posted: 09 Feb 2021 02:01 PM PST

    First post, so please direct me if I do things wrong.

    Farmer's Edge Inc just filed for Initial public offering (https://www.bloomberg.com/news/articles/2021-02-09/farmers-edge-files-papers-for-initial-public-offering-in-canada)

    Farmers Edge employs technology to collect and analyze local weather, soil moisture and satellite data to help farmers improve crop efficiencies and yields. Chief Executive Officer Wade Barnes co-founded the firm in 2005 and it has since expanded operations across Canada's Prairie provinces and abroad, with offices in the U.S., Australia, Russia, Brazil and Ukraine.

    I would like any information you guys drum up as im just learning about this and usually am comfortable with the SPAC setup. I always read good info and wanted to add.

    submitted by /u/Papa_Pazuzu
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    Corsair Gaming Reports Fourth Quarter and Full Year 2020 Financial Results

    Posted: 09 Feb 2021 09:23 PM PST

    FREMONT, Calif., Feb. 09, 2021 (GLOBE NEWSWIRE) -- Corsair Gaming, Inc. (NASDAQ:CRSR) ("Corsair"), a leading global provider and innovator of high-performance gear for gamers and content creators, today announced preliminary financial results for the fourth quarter and full year ended December 31, 2020.

    Fourth Quarter 2020 Highlights

    Net revenue was $556.3 million, an increase of 70.4% year-over-year. Gamer and creator peripherals segment net revenue was $191.8 million, an increase of 104.0% year-over-year. Gaming components and systems segment net revenue was $364.5 million, an increase of 56.8% year-over-year. Gross profit was $153.8 million, an increase of 118.3% year-over-year, with gross margin of 27.6%, an improvement of 600 basis points year-over-year. Gamer and creator peripherals segment gross profit was $68.9 million, an increase of 197.7% year-over-year. Gaming components and systems segment gross profit was $84.9 million, an increase of 79.5% year-over-year. Operating income was $58.9 million, an increase of 314.2% year-over-year. Adjusted operating income was $71.0 million, an increase of 166.9% year-over-year. Net income was $43.0 million, or $0.43 per diluted share, compared to net income of $6.0 million in the same period a year ago, or $0.08 per diluted share. Adjusted net income was $53.0 million, or $0.53 per diluted share, an increase of 214.8% year-over-year compared to adjusted net income of $16.8 million in the same period a year ago, or $0.21 per diluted share. Adjusted EBITDA was $72.5 million, an increase of 154.7% year-over-year, with adjusted EBITDA margin of 13.0%, an improvement of 430 basis points year-over-year. As of December 31, 2020, we had cash and restricted cash of $133.6 million, $48.1 million capacity under our revolving credit facility and total long-term debt of $321.4 million. Cash flows from operations was $68.6 million, which increased from $36.0 million in the same period a year ago, bringing the full year 2020 cash flow from operations to $169.0 million. Full Year 2020 Highlights

    Net revenue was $1.7 billion, an increase of 55.2% year-over-year. Gamer and creator peripherals segment net revenue was $539.4 million, an increase of 83.4% year-over-year. Gaming components and systems segment net revenue was $1,163.0 million, an increase of 44.8% year-over-year. Gross profit was $465.4 million, an increase of 107.5% year-over-year, with gross margin of 27.3%, an improvement of 690 basis points year-over-year. Gamer and creator peripherals segment gross profit was $189.7 million, an increase of 133.2% year-over-year. Gaming components and systems segment gross profit was $275.7 million, an increase of 92.9% year-over-year. Operating income was $158.4 million, an increase of 568.0% year-over-year. Adjusted operating income was $204.8 million, an increase of 211.4% year-over-year. Net income was $103.2 million, or $1.14 per diluted share, compared to net loss of $8.4 million in the same period a year ago, or $(0.11) per diluted share. Adjusted net income was $145.0 million, or $1.60 per diluted share, an increase of 427.0% year-over-year compared to adjusted net income of $27.5 million, or $0.35 per diluted share. Adjusted EBITDA was $213.0 million, an increase of 197.5% year-over-year, with adjusted EBITDA margin of 12.5%, an improvement of 600 basis points year-over-year. Definitions of the non-GAAP financial measures used in this press release and reconciliations of such measures to their nearest GAAP equivalents are included below under the heading "Use and Reconciliation of Non-GAAP Financial Measures."

    "We are excited to see the market for gaming and streaming product continue to grow at such a pace. It is clear that a new wave of gamers and streamers has entered the market as well as consumers building gaming PCs for the first time. Our expectation is that all these people that are new to the market will continue to buy gaming and streaming products from us for many years into the future. I am particularly pleased that the revenue from our gaming components and systems segment is now over $1 billion. And equally happy to see our gamer and creator peripherals segment grow by 83% and break through the half billion milestone. Obviously this is amazing growth in both segments. We continue to bring out exciting new product in all our product lines, and these seem to be resonating well with our current and new customers. In fact our last three major product launches, the K100 keyboard, the Elgato Wave microphone, and the 4000X gaming case, are all showing near 5 star reviews at major retailers, and gained solid market share in a short time," stated Andy Paul, Chief Executive Officer of Corsair.

    "We are extremely pleased with our financial performance in the fourth quarter. We have paid off an additional $50 million in debt during the quarter, making the total debt repayment $190 million for 2020. We expect to continue to use our operating cashflows to reduce our debt and continue to invest in growth. We also had a successful secondary offering this January, with all net proceeds going to the selling shareholders participating in the secondary," said Michael G. Potter, Chief Financial Officer of Corsair.

    Financial Outlook

    For the full year 2021, we currently expect:

    Net revenue to be in the range of $1.8 billion to $1.95 billion. Adjusted operating income to be in the range of $205 million to $220 million. Adjusted EBITDA to be in the range of $215 million to $230 million. Certain non-GAAP measures included in our financial outlook were not reconciled to the comparable GAAP financial measures because the GAAP measures are not accessible on a forward-looking basis. We are unable to reconcile these forward looking non-GAAP financial measures to the most directly comparable GAAP measures without unreasonable efforts because we are currently unable to predict with a reasonable degree of certainty the type and extent of certain items that would be expected to impact GAAP measures for these periods but would not impact the non-GAAP measures. Such items may include stock-based compensation charges, public offering related charges, depreciation and amortization, severance, IPO costs and other items. The unavailable information could have a significant impact on our GAAP financial results.

    The foregoing forward-looking statements reflect our expectations as of today's date. Given the number of risk factors, uncertainties and assumptions discussed below, actual results may differ materially. We do not intend to update our financial outlook until our next quarterly results announcement.

    Please see "Use and Reconciliation of Non-GAAP Financial Measures" below for a discussion on how we calculate the non-GAAP measures presented herein and a reconciliation to the most directly comparable GAAP measure.

    Recent Developments

    On February 1, 2021, in the patent infringement case, Ironburg Inventions Ltd. v. Valve Corp, the jury unanimously found that Valve Corp infringed Ironburg's controller patent and awarded Corsair's subsidiary Ironburg (a subsidiary of SCUF) over $4 million. In addition, the jury unanimously found willful infringement by Valve Crop. The jury verdict of willful infringement is the first step to a potential award of enhanced damages up to the statutory limit of treble damages. On January 26, 2021, Corsair closed its follow-on public offering by selling stockholders of 8,625,000 shares of its common stock at a price of $35.00 per share. The total gross proceeds from the offering, before deducting underwriting discounts and commissions and other offering expenses were approximately $301,875,000. The selling stockholders received all of the net proceeds from the offering. On January 12, 2021 Corsair announced the promotion of Thi La to President and COO, as well as other senior leadership promotions. On January 28, 2021 Corsair launched three new Corsair Gen 4 PCIe x4 NVMe M.2 Solid State Drives – the MP600 CORE, MP600 PRO and MP600 PRO Hydro X Edition. All MP600 SSDs store massive amounts of data with lightning-fast transfer speeds, leveraging PCIe technology for incredible sustained performance. On January 21, 2021 Corsair launched its Vengeance RGB PRO SL high-performance DDR4 memory kits. Initially available in a wide range of frequencies up to 3,600MHz and kits up to 128GB (4x32GB) in both black and white, VENGEANCE RGB PRO SL boasts dynamic ten-zone RGB lighting in a form-factor just 44mm tall, offering wide compatibility with nearly any PC build. Each module is tightly screened and optimized for peak performance and overclocking potential, for memory that matches its mesmerizing visuals with equally impressive performance. On January 14, 2021 Corsair launched a new series of mid-tower ATX cases to suit nearly any build: the Corsair 5000D, 5000D AIRFLOW and the iCUE 5000X RGB. Every 5000 Series case offers simple and tidy cable management thanks to the Corsair RapidRoute cable management system, terrific cooling from included fans featuring Corsair AirGuide technology and a spacious interior that fits multiple radiators, including two 360mm simultaneously. Between the understated styling of the 5000D, the optimized airflow of the 5000D AIRFLOW, and the eye-catching RGB lighting behind four beautiful tempered glass panels of the 5000X RGB, the 5000 Series has a case to meet any builder's priorities. On December 9, 2020 Corsair under its SCUF brand unveiled the new SCUF H1 customizable wired gaming headset. Based on the design and technology of the award-winning CORSAIR VIRTUOSO headset, the H1 is customizable and tailored for competitive gamers who prefer the zero-latency provided by a wired headset. The SCUF H1's lightweight design is fully configurable and built for comfort, with immersive sound and a high-resolution interchangeable microphone to make crucial callouts that can be the difference between a victory or a loss. Every rustle of footsteps in a grassy field and every far-off missile strike is delivered with clear fidelity, almost doubling the audio frequency of most gaming headsets.

    submitted by /u/AwesomeMathUse
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    Selling Puts to Generate Yield in this Bubbly Market. Talk me out of it!

    Posted: 09 Feb 2021 07:38 PM PST

    Market feels a little frothy and I'm moving to cash. That said I still want to generate income on the idle cash in excess of money market rates (nil). I don't want to touch bonds as rising interest rates will crush long durations bonds and short term bonds are also generating nil returns. Looking for suggestions but am leaning towards selling puts.

    My thought is to sell July 2021 puts on AVGO, MSFT, AAPL, TSM. Setting strikes for 25-35% discounts on these stocks would get you a rough return of 3-4% annualized. Nothing spectacular but beats money markets. In the event the market crashes before July, I would be happy to buy any of these stocks at the discount.

    Let me know if you have better suggestions for names to sell puts on (without excessive risk) or other strategies to generate yield. I'm not inclined to buy high dividend yield stocks as those will still get dragged down in a market correction and then you are stuck holding them until they recover. I'd rather generate yield now while remaining liquid so I'm in a position to bottom feed after a correction.

    submitted by /u/hunk0cheez
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    Bumble set for IPO at $38-$40; projected to start trading Thursday

    Posted: 09 Feb 2021 05:08 PM PST

    How is everyone feeling about this IPO?

    My broker is offering to (potentially) allocate me some shares at the IPO price. I'm probably going to pass on it, but want to make sure there isn't universal agreement that I'd be foolish to do that.

    Normally, in the current market environment, I'd jump on any IPO they offer me. But I really question Bumble's sexist business model - just rubs me the wrong way. But as an old guy whose been married for 20 years, I'm not really in their target market.

    So how to people in the target really feel about Bumble? I feel like Tinder, Match and Plenty of Fish are the preferred dating apps for most 20-somethings. Bumble seems like something that people go to once they get sick of the other ones as a last-ditch effort before abandoning online dating all together. Women go there once they're jaded and sick of receiving random dick picks; men go there once they're desperate and haven't gotten matches anywhere else (which seems like a self-defeating process since men have no control on Bumble).

    I'm also not impressed by the "friend finder" and "Linked-In alternative" strategies. I feel like Linked in already fills that role and it's going to be tough to compete with the established platform. And I don't think that the population of people looking to make online friends for hanging out is a big population.

    My personal negative view of the company makes me think it's not going to be successful long-term, and that it is unlikely to even have a first-day bump from the IPO price. If they price it at $40, I'd be surprised if it moves up from that much at all. I'd be more shocked by a $50 first-day close than a $35 close.

    submitted by /u/Bobby_does_reddit
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    SLRX: A little double-digit jewel

    Posted: 09 Feb 2021 10:31 PM PST

    This biotech company has 9 very important catalysts in 2021. Two of them refer to its studies against Ewing's sarcoma and various solid tumors.

    It has a very small float and there are a lot of institutional shareholders with short positions that will have to get rid of them causing a short squeeze.

    Its current potential is above $10 per share. Wedbush has a warrant to buy shares (payment made to him by the company for a merger) at an exercise price above $15.

    This is a unique opportunity in the market

    submitted by /u/Bolsatrading
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    Mutual funds like ICLN for 401k account

    Posted: 10 Feb 2021 01:21 AM PST

    For my 401K, I have access to a Brokerage account in Fidelity which lets me purchase only mutual funds, no stocks or ETFs. I'm in my 20s and want to invest in more aggressive, potentially risky, high growth areas. So far, I've identified some sector mutual funds I liked with low expensive ratios.

    I'm very bullish on clean energy and love ICLN in my individual brokerage account, but cannot find any similar offering in the Fidelity mutual funds list. There are a couple I could see but they have very high expense ratios (2%+).

    What are your favorite mutual funds in this clean energy sector? I'm looking for growth focused mutual funds in general too, irrespective of the sector.

    submitted by /u/robograd
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    Investing strategy if I'm young and earned some big one-time cash

    Posted: 09 Feb 2021 06:54 PM PST

    I joined pre-IPO company few years ago, and after my company went public, I earned large amount of money from my stock options (around ~$3M after tax).

    I'm in my early 30s, so I know the general advice is be more risky. But there is a pretty good chance that I won't make this much money in the future, especially I go safe and join well-known public companies. I still plan to work at least until my 50s.

    How should I invest this one-time lump sum money? Should I go risky (90 stocks 10 bonds/gold/cash) because I'm young, or should I be more conservative (60 stocks 40 bonds/gold/cash) because my yearly earnings might decline in the future?

    My goal is to increase my net worth when I retire, so that I can have a luxurious lifestyle.

    submitted by /u/jxgcn
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    Sell or Hold Cannabis Stocks

    Posted: 09 Feb 2021 12:04 PM PST

    I bought like 2-4 shares each of 6 cannabis stocks in July and August 2019 just to get a taste of the movement and comfortable with investing. One APHA total return is over 200% because they are planning a merger with Tilray and with the presidency making it more promising to be legalized or decriminalized federally. I have another down CannTrust at -85.53 total return. Lol I'm confused if holding either of these would be smart or to sell at this point.

    Here are break downs of others:

    CGC +31% IGC +64% YCBD +39% OGI -26%

    New at investing so please be nice.

    submitted by /u/VerryPerry
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    PRNT, 3D Printing Could Be The Best Industry To Invest In For The Decade

    Posted: 09 Feb 2021 10:42 AM PST

    3D printing has not been integrated much into our society at this point, but at some point I think that 3D printing will be such an integral part of manufacturing and life itself. We're just now seeing the capabilities of 3D printing entire buildings. Once the process is fully developed It can replace a large portion of current construction companies.

    Some of the videos we see of commercial 3D printing stuff is pretty impressive, just imagine that technology fully developed 10-20 years from now. PRNT had provided some of the best returns out of any ETF, and even has been outperforming all the ARK's lately. What are your thoughts on 3D printing and PRNT specifically?

    submitted by /u/Accomplished_Lie4011
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    Foot Locker (FL) Stock Analysis

    Posted: 09 Feb 2021 08:50 PM PST

    We all know Foot Locker as the mall-based retail stores that always has those giant shoe walls, and is constantly full of sneaker heads

    But some people forget that FL is a public company and a pretty nice one at that. No its not a huge revenue grower, but they are very interesting, especially as the post-COVID world begins to take shape.

    As it turns out, Foot Locker just had its best earnings by net income IN ITS HISTORY!! This is mostly due to so many people buying shoes with their stimulus checks. Not to mention, there is probably some pent up demand for shoe and mall aficionados.

    Foot Locker has a tiny PE ratio under 15, and a forward PE under 10! Consider that the market is trading well over a PE of 25 right now. Not to mention, FL has a superb balance sheet (keeping in mind the year 2020 was). Revenues grow an average of 3-5% per year, but again, FL is not a big grower.

    Another super important point to make, is that FL used to pay a dividend upwards of 5%. Of course, in lue of the pandemic, Foot Locker paused its dividend for a few quarters. The dividend has come back, albeit at only 1% for now.

    My question to you is, where do you see Foot Locker heading? Of course, such a fantastic quarter like the previous one can't be sustained for many years, but the potential for a 5% dividend in the near future, as well as more stimulus money getting used to buy shoes off Foot Locker's shelves, definitely indicates FL could be headed towards a few quarters of great success

    For a little bit more information on Foot Locker, please check out this video HERE:

    Foot Locker (FL) Stock Fundamental Analysis (Best Value and Dividend Stock)

    submitted by /u/Financial_Freedommp
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    Consider A Globally-Diversified Leveraged Portfolio

    Posted: 09 Feb 2021 04:28 PM PST

    Hello,

    Here's a portfolio for those with the willingness to take on risk for maximum returns (especially young savers).

    Explanation

    1) Choose a globally-diversified, low-expense set of smart-beta stock ETFs (tilting to factors that outperform like value, quality and momentum).

    2) Use margin to leverage the portfolio to ~2:1, which is the optimal investment size for maximum returns as per the Kelly Criterion.

    3) Sell short SPX box spreads in order to borrow near the risk-free rate (~0.5%).

    The portfolio is much more tax-efficient than using derivatives (since most gains stay unrealized). Historically (using US data back to 1929), the above portfolio would've indeed significantly outperformed the market. I don't care for past performance but it is always nice to confirm that the intuition indeed played out empirically.

    Positions

    I like a 50/30/20 split of US/Ex-US/EM (especially since International has attractive valuations). For the US, I like VFMF, VIOV and some VTI. For Ex-US, I like FNDF, ISCF, FNDE and EMGF.

    Brokerage

    Definitely Interactive Brokers. Their rock-bottom margin rates are vital. You can lower the rate further by selling SPX boxes short.

    Rebalance

    As the market goes up, this strategy calls for you to buy more stocks to get the leverage back up to 2:1. You also need to sell stocks during market declines to keep maintain close to 2:1 leverage. This might seem "buy high, sell low" but there's no reliable way to time or mis-time the market so don't worry about that. Rebalancing is key to make sure you don't blow up and that you maintain a high CAGR long-term. I recommend rebalancing if leverage is outside 1.8-2.2x, or once a month. Don't rebalance too frequently (say, daily, like those leveraged ETFs), it's not optimal.

    Conclusion

    Leverage is taboo but if used properly, without overbetting, using well-diversified funds, it can be a useful portfolio for those looking to take on more risk for more reward (like myself).

    submitted by /u/Dry-Drink
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    One Planet for us all investment discussion

    Posted: 10 Feb 2021 02:00 AM PST

    Hi guys,

    The announcement last week that Bezos is going to step down and focus on the Bezos Earth Fund got me motivated about environmental/positive stocks that I can invest in. Now for a bit of background I am a Brazilian carnivore that loves a rodizio (look it up if you've never heard of it) but over the past few years I have tried to slowly reduce my carbon footprint by lowering the amount of meat I eat to only 3-4 days a week with the rest of the week having meat alternatives. This is mainly driven by my partner who is a vegetarian thanks to the countless documentaries showing the horrendous conditions animals are kept in (yes America, I am looking at you) and the carbon footprint impact it has on our planet (David Attenborough documentary One Planet if you want to see a LEGENDS take on it). At the end of 2020 I bought some shares in Beyond Meat which was both a financial and environmental decision based on the expected increase in demand due to people doing Veganuary. On the 6th of Jan it was downgraded to Overweight by Piper Sandler causing it to crash 9% in a day. I find this very convenient seeing as only 6 days later the stock almost doubled in price following the Taco Bell partnership news. Now the sceptic in me feels that was placed news in order to buy at a lower price following a tip off about the deal. I will never really know due to the rigged game we are playing but that is how I feel (note this is only my opinion and not targeting Piper here but someone in the know surely made a fortune on this pump down and up).

    Now comes my question. I just feel like a lot of the best companies that are up and coming are only available to VCs and private investors (Lewis Hamilton, Di Caprio to name a couple) which leaves us behind on getting in. So what stocks do you guys think has both financial and environmental potential over the next few years? From my side a couple of companies I would love to invest in are Impossible Foods and Moving Mountains but neither of them are available to invest in by us retail investors (they are available to buy though so if you get a chance to try them out). Another company I invested in that is doing the part for the environment is Brewdog PLC who I believe has bucked the trend by not trying to cash out by selling to the Big Guys, as is usually the fate of most brewers around the world. They did this by creating EquityForPunks which allows us beer drinkers to own a share of the company (I'd share a referral link but don't want this to be advertising in any way) . They have managed to raise over £100M through this and part of their latest fund raising was to become carbon negative for the entire life of the company (look up Brewdog for Tomorrow). That is right guys they looked back at their total footprint and have now managed to become one of the first companies who is carbon negative (I don't know who but I'm sure others came first) by a range of actions including buying 2,000+ acres of land to plan trees. This is something I can really support and hopefully make some money later down the line when they decide to go public (or at least not lose money hopefully). If you have anything to share that you think is worth keeping an eye on please share :)

    Sorry for the ramble but I think I better wrap it up here.

    submitted by /u/BeyondDaMoonPunk
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    FMS - undervalued COVID play on kidney care dialysis company

    Posted: 09 Feb 2021 11:46 AM PST

    Open to feedback and counter arguments.

    Starting Point

    • Researchers are warning that COVID19 will accelerate the global growth of patients with Chronic Kidney Disease (CKD) over a long period of time. That's because the disease damages the kidney's much in the same way it damages the lungs. The exact number of patients who will develop CKD after contracting COVID is unknown but could be as high as 8% of total patients (combining 25% of AKI occurrences in NIH study with 35% prevalence of Mt. Sinai study). Regardless of the exact figures, even when considering increased mortality of COVID for patients with preexisting CKD, let's move forward with the premise that COVID will increase the growth of CKD patients globally.

    TAM

    • According to Fortune Business Insights, "The global dialysis market size was $90.33 billion in 2019 and is projected to reach USD 177.56 billion by 2027, exhibiting a CAGR of 7.7% during the forecast period."

    • A quick google search will produce many equivalent sources. You'll also see that COVID-aside the TAM for CKD was already projected to grow at astonishing rates globally due to increased prevalence of diabetes resulting in part from the spread unhealthy western diets and an increased sedentary lifestyle. But for the purposes of this post, let's use the forecast from FBI above.

    The Investment - Fresenius Medical Care [FMS] - This German-based company is one of the world's leading providers of products and services for people with kidney failure.

    The Catalyst - Overreaction to a recent news release introduces opportunity for value play: - On February 01, FMS issued a press release stating that, "accelerated COVID-19 related excess mortality of dialysis patients and continued related higher direct costs [will] negatively affect 2021 business development." More specifically, "Based on the currently available information and status of analysis, revenue growth of up to mid-single digits and assumes net income before potential restructuring measures to decline by up to 25 percent."

    • In summary, they are being hit hard in the short term by COVID. CKD patients are dying at much higher rates than the baseline, and they have significantly higher operating costs due to precautionary measures. However, these are temporary setbacks. Remember, the research suggests that COVID will increase the number of CKD patients over time even when considering the increased mortality rate. FMS concludes, "Fresenius Medical Care's mid-term targets until 2025 as defined in October 2020, remain unchanged."

    • The share price dropped from roughly $42 to about $34 or approximately 20%. I argue that the market is overreacting to the short-term impact of COVID on FMS and thus presenting a long term opportunity.

    Basic Financial Picture

    • First, a review of their financial situation suggests steady and stable growth across the past several years. Nothing really grabs my attention. They have health cash flow. Manageable debt. Revenue growth. Stable margins. I'll paste some of the basic numbers below and then dive into my projections.

    FMS basic financial numbers (in millions)

    In millions 2019 2018 2017 2016 2015
    Revenue 19573 19541 20100 17910 16737
    Net Income 1343 2340 1446 1243 1029
    EPS 2.22 3.81 2.35 2.03 1.69
    Cash on Hand 1128 2533 1105 747 549
    Total Assets 36886 30992 27155 26933 25365
    Total Liabilities 22072 15754 14916 15476 14869
    Net Cash Flow -1274 1378 304 197 -84
    Free Cash Flow per Share 0.65 -0.45 0.64 0.16 0.13
    Debt/Equity Ratio 0.68 0.58 0.68 0.74 0.82
    Net Profit Margin 6.86 11.98 7.2 6.94 6.15
    Return on Investment 7.31 12.4 9.35 8.3 7.16

    My Napkin Math - Let's calculate global market share that FMS captured for treatment of CKD patients in 2019. (17.48B EURO X 1.12 USD) / 90.33 TAM) = 21.6%. - Net income 2019 was $1.34B - Assuming market share is stable, projected to 2027, 21.6% of the $177.56 billion TAM is $38.35 billion revenue. - Median net profit margin going back through 2018 – 7.5% - Applying this median net profit margin to the 2027 revenue estimate gives us a net income 2027 estimate of $2.88B. Which means you could conservatively say that FMS net income will double by 2027. - Current price is 34.21 with P/E ratio of 12.59 - Median P/E ratio over the past 10 years is 17.6. - Let's assume current P/E ratio is maintained. That puts 2027 price target at $73.52. - Let's assume return to median P/E ratio of 17.6. That puts 2027 price target at $102.77 - Let's assume high P/E ratio of 23.96 that occurred in 2016. That puts 2027 price target at $139.90 - That's a potential 114% - 308% gain over 6 years on share price alone. Pretty good considering FMS really only needs to scale their current operations enough to maintain their market share and margin. That's a fairly low bar for a company that is at the top of the field and growing. And to put icing on the cake, they have a growing dividend which current sits at a ~2% yield.

    Headwinds - While researchers think COVID19 will increase the number of CKD patients over a long period of time, it's also apparent that patients with pre-existing kidney disorders have a higher COVID19 mortality rate than their peers without kidney disease. That means that demand might suffer in the short-term for companies who are currently providing dialysis services. Furthermore, as with many businesses, there are increased COVID19-related costs for kidney care providers – especially those who specialize in outpatient kidney care clinics as opposed to at home services as they need to take extra precaution with PPE and immune compromised patients. - The largest headwind in my opinion is the movement from dialysis clinics to home dialysis. FMS primarily providers in clinic dialysis services and our model falls apart if FMS loses market share. However, FMS is well aware of the transformation to home dialysis, as this is not a new development, and they are shifting their business model to provide more of these services. Moreover, the initiative to move to home dialysis, while aggressive, has been ongoing since the Obama years and FMS revenue has not seen a dramatic hit. Still, to decrease this risk, I'm hedging against FMS's failure to adapt by also going long on OM, a young company that produces the best home dialysis machines on the market.

    Other companies - Onset Medical [OM] – Mentioned above. Disruptive tech. New company. Sky high valuation but useful as a hedge against FMS losing market share. - Davita Kidney Care [DVA] – FMS's largest US competitor. I consider them a strong long-term investment as well, as they are moving to home dialysis model faster and they have a slightly better reputation than FMS in terms of quality, but their valuation is much higher at the moment.

    submitted by /u/hugsfunny
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    Europcar Mobility Group bargain penny stock

    Posted: 09 Feb 2021 05:44 PM PST

    Bargain penny stock

    Current $0.48. Jan 2020 $5.8.

    One of the largest hire vehicle companies in the world

    It is about to undergo massive restructuring in 2021. All of the resolutions necessary for the implementation of the financial restructuring plan have been approved last week: it will enable the group to finalise the implementation of this comprehensive plan, which notably contemplates a massive reduction of the Group's corporate debt by €1,100m through equitisation and a significant new money injection, via capital increases1 and new fleet financing facilities (approx. €500m in total).

    At the start of 2020 it was trading at just under $6 a share, it is now $0.40.

    Holidaying and travel will open up again this summer and the next few years after, holidaying will boom. Europcar will directly benefit from this.

    Last 3 years it had a year on year revenue growth of 7.8%

    Has very high environmental standards- plans to make 35% of worldwide fleet electric/hybrid by 2023.

    Received a gold rating from EcoVadis for ESG performance, second highest out of all hire companies.

    Too cheap to not take a punt at, massive upside potential...

    This isn't financial advice.

    submitted by /u/Lizard_worm
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    Long Term Investment Thoughts

    Posted: 09 Feb 2021 04:15 PM PST

    Hello, I am creating a EV portfolio for long term growth and these are my picks and why and just wanted your guys opinion on them.

    TSLA: Overall been a really big part of EV market and with the addition of the S&P 500 a while ago I have no reason to believe that they will not be part of the EV market still in the next 5-10+ years as the EV revolution will happen and TSLA will be there

    NIO: Chinese stock and overall really good models and since they have batteries it will be even bigger in China as they need more cars and owning a Tesla which you have to charge is not convenient as majority of people who live in China live in apartments

    GM: This is a very long term plan but with the vision of trying to turn every car model into a EV model they will help tremendously with the whole EV revolution. The traditionally American SUV or Truck will be provided by GM car's not Tesla as we saw with the cybertruck

    WKHS: They have partnerships and probably will have more with other companies and providing them with EV vehicles and overall a really good long term investment I believe so

    XL: I really like this because its like WKHS providing EV vehicles for other types of vehicles helping create EV vehicles of already existing vehicles not completely new ones.

    submitted by /u/DefinetlyReddit
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    Clean Energy / Energy Storage Investment

    Posted: 09 Feb 2021 01:18 PM PST

    Hello r/investing. I am looking to make an investment, and wanted to collect your insights.

    I am particularly interested in diversifying into the clean energy sector. The fact that I have not seen anything pointing towards the optimum method of generating clean / renewable energy at this point in time makes me want to focus less on the energy generation method itself, but something more diversified, common, and required between all forms of energy as a whole: the storage of energy.

    Are there any solid energy storage ETFs that you could suggest I look into? I would prefer US company-centric ETFs if possible.

    Note: I am relatively new to this sector, so I won't claim to be an expert. If I am not considering something in my assumptions, please feel free to share your insights and let me know. Specifically, if I am off the mark regarding the energy generation methods (wind, solar, etc.) let me know.

    (Also) note: I do feel as though we are due for a market correction relatively soon. On top of that I do think there are some companies that have good products / services, but are overvalued currently (Tesla, for example). I'd be open to discuss one-off stocks that could be good values if the price is right as well. Once again, let me know your thoughts.

    submitted by /u/BJJ_Gorilla
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