Daily General Discussion and spitballin thread - April 29, 2021 Investing

---

• Daily General Discussion and spitballin thread - April 29, 2021
• Daily Advice Thread - All basic help or advice questions must be posted here.
• Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks
• Why REITs Are in a position to outperform equities on a risk-adjusted basis
• How has dominos pizza done well as a stock despite the company having negative equity as far back as 2005 on their balance sheet
• Facebook's Q1 2021 Earnings: 48% Revenue Growth YoY ($26.1B)
• Noobquestion - Index or ETF, Example: S&P500
• Shopify Earnings report Q1
• what are your short and long term thoughts on teladoc?
• Alibaba Price Target ? Am I mistaken?
• $OTGLY - CD Projekt 4 ADR - Thoughts and Opinions
• Has anyone tried this product before. I’m thinking it could pair well with my Public account.
• Looking for a books about investing, stocks and specifically about debunking TA

Daily General Discussion and spitballin thread - April 29, 2021 Posted: 29 Apr 2021 02:01 AM PDT Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! This thread is for: General questions Your personal commentary on markets Opinion gathering on a given stock Non advice beginner questions Keep in mind that this subreddit, and this thread, is not an appropriate venue for questions that should be directed towards your broker's customer support or google. If you would like to ask a question about your personal situation or if you are asking for advice please keep these posts in the daily advice thread as that thread is more well suited for those questions. Any posts that should be comments in this thread will likely be removed. submitted by /u/AutoModerator [link] [comments]

Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 29 Apr 2021 02:00 AM PDT 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 [link] [comments]

Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks Posted: 28 Apr 2021 01:53 PM PDT Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected. Apple did not issue official guidance for what it expects in the quarter ending in June. Here's how Apple did: EPS: $1.40 vs. $0.99 est. Revenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-year iPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-year Services revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over year Other Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-year Mac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-year iPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-year Gross margin: 42.5% vs. 39.8% estimated Apple authorized $90 billion in share buybacks. https://www.cnbc.com/2021/04/28/apple-aapl-earnings-q2-2021.html Incredible beat by Apple, beats expected revenue by over $12 billion for the quarter. submitted by /u/Kanolie [link] [comments]

Why REITs Are in a position to outperform equities on a risk-adjusted basis Posted: 28 Apr 2021 10:28 AM PDT The corporate tax hike will affect most corporations, but REITs are "pass through", so they will be unaffected by this as they do not pay corporate taxes. The capital gains and qualified dividend tax hike won't affect REITs either, because they're already taxed as ordinary income(other than QBI deduction) Biden's targetting of "like kind exchange" tax deferrals won't affect REITs, but investors that invested in real estate directly may have less of a reason to do so over just investing in REITs. Real estate has historically done well during periods of inflation, and many leading indicators for inflation are present(High commodity prices, shortages, high demand, stimulus, M2 growth, unemployment dropping, rising inflation expectations) REITs have yet to recover as much in share price as much as the equity market. While equities are trading at far higher P/E ratios than they were a year ago, REITs FFO to price ratios are still looking cheap. If you look at 1999 when equities were starting to trade at similar P/E Ratios, REITs went on to perform well during the tech bubble crash up until the real estate bubble several years later. Low interest rates present an opportunity for leveraged investment submitted by /u/skilliard7 [link] [comments]

How has dominos pizza done well as a stock despite the company having negative equity as far back as 2005 on their balance sheet Posted: 28 Apr 2021 09:31 PM PDT I kind of glanced at their financials after ordering pizza online while waiting for the delivery, I didn't go too in depth so maybe I am missing something, maybe their negative equity is a result of accounting tricks. I know they have been profitable every year since 2005, I looked as far back as 2005 on macro trends since that is the earliest It allows. Their cash from operations is positive and they buy back shares, Maybe I don't fully understand what negative equity means, but as far as I know this means the business should fail and the shareholders have claim to nothing, any explanations? submitted by /u/Zeen454545 [link] [comments]

Facebook's Q1 2021 Earnings: 48% Revenue Growth YoY ($26.1B) Posted: 28 Apr 2021 01:39 PM PDT Earnings Release Just continued, crazy growth from $FB. RIP to all the shorts. -------------------- First Quarter 2021 Operational and Other Financial Highlights • Facebook daily active users (DAUs) – DAUs were 1.88 billion on average for March 2021, an increase of 8% year-over-year. • Facebook monthly active users (MAUs) – MAUs were 2.85 billion as of March 31, 2021, an increase of 10% year-over-year. • Family daily active people (DAP) – DAP was 2.72 billion on average for March 2021, an increase of 15% year-over-year. • Family monthly active people (MAP) – MAP was 3.45 billion as of March 31, 2021, an increase of 15% year-over-year. • Capital expenditures – Capital expenditures, including principal payments on finance leases, were $4.42 billion for the first quarter of 2021. • Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $64.22 billion as of March 31, 2021. • Headcount – Headcount was 60,654 as of March 31, 2021, an increase of 26% year-over-year submitted by /u/5EQiByvHDu [link] [comments]

Noobquestion - Index or ETF, Example: S&P500 Posted: 28 Apr 2021 11:16 PM PDT Hey People. So i just startet to invest my first bucks in stocks. Index Funds or ETFs seem like a very good place to start for me for now. I was looking on vanguard.com when i found that there is an Index Fund of the S&P 500 AND an ETF. What exacly is the differnce between those two? At the moment i am on Scalable Capital and they only offer " Vanguard S&P 500 UCITS ETF ( IE00BFMXXD54 ) ". For now i would just go with that. But it bugs me that i dont know the difference. Can someone give me some short advice on that? submitted by /u/lolimapeanut_ [link] [comments]

Shopify Earnings report Q1 Posted: 29 Apr 2021 03:09 AM PDT Q1 Results Revenue: 988.6 (110% YoY) GMV expanded to 37.3 Billion dollars (114% YoY) Net income is 1.25 Billion but that includes an 1.3 Billion gain on Affirm and if you take that out the company lost around 42 Million which means loss actually expanded slightly from last YoY. Shop is taking off At the end of Q1 2021, Shop had more than 107 million registered users, including buyers using Shop Pay as well as the Shop App, of which more than 24 million were Monthly Active Users. Outlook They are predicting that Q1 will be the smallest quarter in the year, which means the expect more the 3.9 Billion in revenue for FY21 which is a 106% growth. Really great. This is a very strong business. submitted by /u/EfficientInflation67 [link] [comments]

what are your short and long term thoughts on teladoc? Posted: 29 Apr 2021 02:54 AM PDT The quarterly results from yesterday was a mixed bag. Net loss worse than expected, but revenue guidance was raised. So don't know if the 5% drop after market was an overreaction or it will drop more today. https://finance.yahoo.com/news/teladoc-tdoc-q1-earnings-revenues-220510076.html barrons.com/articles/teledoc-health-drops-on-a-big-net-loss-51619645793?siteid=yhoof2 I really don't know what to do with tdoc. It is now my biggest individual company holding, around 30k euros. It has turned from my biggest winner earlier this year to one of the worst (fallen from 308 to 176, that is almost -43%!) I have been averaging down, but still 10% down and I am a bit hesitant to add more. Seems there are a lot of ppl who think this was just a covid play, but I don't think so. But in the mean time, not having any time frame where this company starts becoming profitable makes me anxious. submitted by /u/futureIsYes [link] [comments]

Alibaba Price Target ? Am I mistaken? Posted: 28 Apr 2021 09:46 AM PDT Alibaba Price Target I've been holding a couple hundred shares of Alibaba for a little while and last night while I was browsing yahoo finance I noticed that the price target range had been lifted from $220-$350 to $1000-$2500 and almost had a heart attack from the excitement. I know that price targets are just guessed, but I was very happy to see what seemed to be an incredibly positive outlook on the mid-term future of the stock by almost 50+ analysts. https://finance.yahoo.com/quote/BABA/ Do you guys think that this target was just a glitch? Or is there something I'm missing? I know that the Issues with ANT are moving forward, and that Jack Ma might step back or step down, but I'm not aware of any other big news. Is BABA expected to start trading at a higher PE ratio or something? submitted by /u/atomichabits555 [link] [comments]

$OTGLY - CD Projekt 4 ADR - Thoughts and Opinions Posted: 28 Apr 2021 05:58 AM PDT Good Morning, I have been following this project for some time. With the launch issues around Cyberpunk 2077, investors really beat it up, assuming the refunds would materially impact earnings, as a large % of revenue. Well, it looks this has not been the case, considering. Even after some much needed positive news, the stock seems stuck in this low ten's range. Anyone have any other thoughts or opinions on an entry point here? Thanks in advance. ​ $OTGLY - CD Projekt 4 ADR - Thoughts and Opinions submitted by /u/McLaren5280 [link] [comments]

Has anyone tried this product before. I’m thinking it could pair well with my Public account. Posted: 28 Apr 2021 09:21 PM PDT I'm looking to expand beyond Public, and was curious if anyone has used https://letterdrop.com/finance. I'm trying to fully leverage my investing knowledge and build passive income with a paid newsletter. I'm not experienced with any platforms and how to distribute my content well. I'm seeking advice especially from investment content creators that might have used both platforms already. I'm new to this and am trying to find the right tool for myself. However, would also love to hear anyone's thoughts or experiences with it in general. submitted by /u/lifewisdommoney [link] [comments]

Looking for a books about investing, stocks and specifically about debunking TA Posted: 28 Apr 2021 02:12 PM PDT I'm looking for finance/investing books that discuss the relation between the current explosive growth of the markets/"growth" Stocks and technology. Imo the emerging tech in the last 10 year reached a completely new level and already changed the markets for good. I don't think we will ever see "bear" Markets again but only "bear" Phases that will last for very short times. So maybe something in that direction. Also I would like a book that debunks myths about TA, and shows how it is useful. In general I don't mind books that are somewhat more "scientific" Especially since I'm familiar with advanced math. However I'd like them to be well and not too dry so I can read them to relax. In general I feel like economics is a completly shitty science(sorry). Yes, the financial markets/system is very complex, especially in combination with legislation, taxes etc. However I'm still in disbelief how bad designed the system is. Tho most changes/improvements face huge political/sociological hurdles. /rantover I also wouldn't mind books about psychological behaviour in markets. I read thinking fast, slow by Daniel kahnemann and I twas really good IMO. submitted by /u/brokester [link] [comments]

You are subscribed to email updates from Lose money with friends!. To stop receiving these emails, you may unsubscribe now.	Email delivery powered by Google
Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States