Stocks - r/Stocks Daily Discussion Wednesday - Apr 28, 2021 |
- r/Stocks Daily Discussion Wednesday - Apr 28, 2021
- Do you think the term, "short squeeze" will be overused and/or actively called out, all the time, on other stocks much much more now?
- A farewell gift from Bezos?
- Apple reports another blowout quarter with sales up 54%
- Good News Fellows, FED kept its policy interest-rate close to zero
- Earnings day: What are your thoughts about AAPL ?
- Facebook revenue rises 48%, users slightly below expectations
- Goldman Sachs: "biggest jump in oil demand ever"
- Some thoughts on the PINS results
- Facebook beats on both top and bottom lines.
- Teladoc Health ($TDOC) reports first-quarter 2021 results
- How do I begin investing at 18
- Here is a Market Recap for today Wednesday, April 28, 2021
- Best way to invest 40k?
- Asking for portfolio allocation advice
- Lost a lot on $SBUX today. Should I buy the dip? Any chance it will go back up next week?
- averaging up try it
- WSJ: Apple Posts Record Revenue for Quarter
- SNCA merger/ PALI
- Tax question
- r/Stocks Discuss Overlooked Stocks Wednesday - Apr 28, 2021
| r/Stocks Daily Discussion Wednesday - Apr 28, 2021 Posted: 28 Apr 2021 02:30 AM PDT These daily discussions run from Monday to Friday including during our themed posts. Some helpful links:
If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned. Please discuss your portfolios in the Rate My Portfolio sticky.. See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday. [link] [comments]  |
| Posted: 28 Apr 2021 10:14 AM PDT I'm imagining it happening like the infamous and recent, "Josh fight" and how now that it's over, everyone and their deranged uncle Jeff is trying to replicate it for one reason or another. I think the term, and just the overall situation in general regarding a short squeeze, will be overused and/or called out much more frequently from now on. As those that missed out are desperate for another one, or those that just think it will happen again because they just don't understand how rare of circumstances they require. I think we will be seeing a lot of posts about, "potential squeeze this" and "potential squeeze that" in the next coming weeks/months. edit: spelling and grammar. [link] [comments]  |
| Posted: 28 Apr 2021 03:18 AM PDT Even if it theoretically has no impact on the value of a share, I would still be pretty excited if there was an Amazon stock split. With Tesla and Apple, it still boosted the prices last summer. Amazon's stock is close to an all-time high right now and would definitely be boosted by such news. However, I once heard that Jeff Bezos didn't want a stock that was too cheap because he was worried that the stock would become a plaything of retail investors. What do you think is the likelihood of a stock split? Position: 8 Amazon shares [link] [comments]  |
| Apple reports another blowout quarter with sales up 54% Posted: 28 Apr 2021 01:37 PM PDT
https://www.cnbc.com/2021/04/28/apple-aapl-earnings-q2-2021.html Other things to note, dividend is rising as expected to $0.22 per share (7% increase). They also announced $90billion in share buy backs. [link] [comments]  |
| Good News Fellows, FED kept its policy interest-rate close to zero Posted: 28 Apr 2021 11:27 AM PDT In addition, the Fed said it would continue buying $120 billion of asset. [link] [comments]  |
| Earnings day: What are your thoughts about AAPL ? Posted: 28 Apr 2021 07:23 AM PDT Interested in hearing your thoughts about the earnings call and what you think the results will do to the share price. 800 shares here mostly held since 2014. Been selling covered calls and buying dips here and there. [link] [comments]  |
| Facebook revenue rises 48%, users slightly below expectations Posted: 28 Apr 2021 01:13 PM PDT https://www.cnbc.com/2021/04/28/facebook-fb-earnings-q1-2021.html Earnings: $3.30 per share vs. $2.37 per share forecast Revenue: $26.17 billion vs. $23.67 billion expected Daily active users (DAUs): 1.88 billion vs. 1.89 billion forecast by FactSet Monthly active users (MAUs): 2.85 billion vs. 2.86 billion forecast by FactSet Average revenue per user (ARPU): $9.27 vs. $8.40 forecast by FactSet FB is the best stock for the reopening economy. The digital ads growth will be enormous once the economy fully reopen. It has the lowest p/e ratio among faang and will be able to play a catch up like Google. [link] [comments]  |
| Goldman Sachs: "biggest jump in oil demand ever" Posted: 28 Apr 2021 11:09 AM PDT https://oilprice.com/Energy/Energy-General/Goldman-Oil-To-Hit-80-On-Largest-Ever-Demand-Jump.html
For those of us who built positions in oil stocks over the last few months things are looking good. A spoiler could be what is going on in India with its Covid surge. If that is indicative of something other than letting their guard down, like the virus variants are truly more contagious, lethal, and vaccine tolerant, then all bets are off. That will be true of all recovery stocks, though. If oil has sustained prices for a few months of $80/b then companies like Suncor will be absolutely minting money. I added more Suncor when it hit $20 last week. I wish I would have bought more. [link] [comments]  |
| Some thoughts on the PINS results Posted: 28 Apr 2021 05:49 AM PDT Disclaimer: I'm long PINS - in fact it's one of my highest conviction holdings. There's a fair bit of confusion about the stock dropping so much in light of a big earnings beat, so I thought I would provide some thoughts for any other longs or potential buyers. In addition to the raw numbers, I've also combed through the earnings call transcript to pick out some interesting tidbits that don't necessarily get reported. All in all the numbers were absolutely fantastic:
So why is the stock off so much given such fantastic numbers? Because of one single item: Monthly active users of 478M fell short of expectations for 480M, largely because growth in the US was flat. Here's what the company said: "As pandemic lockdowns were eased in some parts of the world during mid-March, we began to see signs of less engagement and user growth on Pinterest, and we assume this means people are spending more time off-line. While it's impossible to say how people act as we enter the summer months, we anticipate this trend will continue." My thoughts Short-term investors are overreacting to the MAU concern by interpreting it as, "Uh oh, I guess PINS is just another stay-at-home stock. Time to bail." But this is a mistake. Some amount of pull-forward is totally expected. If people are stuck at home, they're going to spend more time online. We also know people spent more time doing things like redecorating and renovating or learning to cook, the kinds of things that drive engagement with Pinterest. But that doesn't mean we will start to see a decline in usage once COVID is over. People will react to the end of lockdowns by catching up on all the things they couldn't do before: travel, socialize, gather outside the home, etc. But eventually life will get back to pre-covid normal and behavior will swing back to a more normal balance. The same factors that drove usage growth and engagement with Pinterest before covid will continue to drive it in the future. This is partly because people actually use Pinterest in an active way, they don't just scroll through it as a time-waster when they have nothing else to do. [link] [comments]  |
| Facebook beats on both top and bottom lines. Posted: 28 Apr 2021 01:13 PM PDT $26.17b actual revenue vs $23.72 consensus expectation (beat by 10%) $3.30 actual EPS vs $2.61 consensus expectation (beat by 26$) The demise of big tech has been greatly exaggerated. The consistent revenue growth across all of the Big 5 is incredible. https://finance.yahoo.com/news/facebook-q-1-2021-earnings-200751589.html [link] [comments]  |
| Teladoc Health ($TDOC) reports first-quarter 2021 results Posted: 28 Apr 2021 01:25 PM PDT Highlights • Raises full-year guidance as first quarter revenue grows 151% year-over-year to $453.7 million, with total visits increasing 56% to 3.2 million. • Reports the number of consumers enrolled in more than one chronic care program tripling year-over-year as they choose Teladoc Health to meet a broader whole-person need set. • Announces substantial progress on integration, including launch of Medical Group referrals into chronic care management programs and a significant new whole-person care contract with a regional Blue Cross Blue Shield plan on the East Coast. • Finds continued favorable consumer trends, particularly among Millennials, who are showing a greater sustained propensity to use digital health than other generations. "After a transformational year, Teladoc Health continues to show strong momentum by delivering record results across the business," said Jason Gorevic, chief executive officer of Teladoc Health. "Consumers are embracing our whole-person virtual care offerings, engaging with multiple products and coming to us for more of their health needs. As our integration accelerates, we are leading the way in whole-person care, unlocking the full spectrum of healthcare in one unified and personalized consumer experience." Full report; [link] [comments]  |
| How do I begin investing at 18 Posted: 28 Apr 2021 12:25 PM PDT I turned 18 last month, and want to start investing the cash I have earned. I have about 1,000 dollars in savings and want to build off of it and, along with my part-time job, save up so I can pay for college and beyond. Mostly I want to build up enough money so I am not in so much debt as I'm graduating college. I know how to invest and what you're supposed to do, but I'm hesitant to start. And really I don't know what I would even buy to start. So, any input is appreciated. I will continue to read up on investing and learn more. Thanks! [link] [comments]  |
| Here is a Market Recap for today Wednesday, April 28, 2021 Posted: 28 Apr 2021 01:37 PM PDT The stock market fell on Wednesday, with all three major indexes closing modestly red as market participants continue to digest the corporate earnings season and new commentary from the Federal Open Markets Committee. The FOMC said the effective distribution of the vaccine in the US has improved economic conditions but reiterated interest rates will remain near-zero and the asset purchasing program in place. The Fed said, "Amid progress and strong policy support, indicators of economic activity and employment have risen." The committee remains optimistic about the rebound in economic activity, describing the most affected sectors as "having shown improvement", but shows no signs of slowing quantitative easing or raising interest rates. With more than 8 million people still out of jobs compared to pre-pandemic levels, FOMC reiterated its commitment to supporting the economy. The Fed also said inflation has "risen" but attributed the higher readings to "transitory factors", meaning they expect any rise in inflationary pressures to be short-lived. Central bank officials warn that higher inflation reading could be coming as a result of measuring year-over-year changes from a highly unusual 2020. In other words, The Fed looks at changes in prices in a year-over-year format. Data for March and April of this year could therefore reflect large price "increases" because they are being compared against March and April in 2020 that saw massive price drops. Economic data published since the Fed's last meeting in March 17 have largely supported their brighter outlook. Consumer spending surged 9.8% in March and initial jobless claims dropped to pandemic-era lows as more states continue reopening measures. In other news, according to a report by the Conference Board, consumer confidence has surged to a 14-month high in April as effective distribution of the vaccine and easing of social distancing guidelines in the US allows for the economy to gradually reopen. The Conference Board's monthly consumer confidence index jumped to a reading of 121.7 in April, or well above the 113.0 expected. Lynn Franco, senior director of economic indicators at the Conference Board, said in a statement, "Consumers' assessment of current conditions improved significantly in April, suggesting the economic recovery strengthened further in early Q2. Consumers' optimism about the short-term outlook held steady this month. Consumers were more upbeat about their income prospects, perhaps due to the improving job market and the recent round of stimulus checks." Highlights
"To bear trials with a calm mind robs misfortune of its strength and burden." - Seneca [link] [comments]  |
| Posted: 28 Apr 2021 12:01 PM PDT Hey guys! I'm a small business owner who's been fortunate enough to build up a little bit of savings over the past few years. But my family and I are moving in a month so I'm closing down. I've dabbled in stocks for a while now but would love some advice as to what some of y'all think the best/smartest way to invest a portion of my savings is. I've followed this sub for a long time and know there's some really smart folks here. Any advice you have is greatly appreciated! Thanks again and best of luck with all your investmentsx [link] [comments]  |
| Asking for portfolio allocation advice Posted: 28 Apr 2021 05:50 AM PDT Hi, I am a 20-year-old student who is interested in long-term investment for financial freedom. While studying economics and finance during my years in college, I realized that there is no definite answer when it comes to forming a portfolio. I tried to use the efficient frontier model I learned from one of the lectures to analyze historical price data and maximize sharp ratios, but there were a lot of limitations. The portfolio didn't seem to include stocks that have not enough data or underperformed the market but seem to have upside potential. Now I am wondering what method I should use to allocate my assets. I am currently looking into data analysis & security intelligence-related stocks/ETFs(CGNT, BAH, SPLK, LHK, IBM, PLTR, CIBR etc.) since I'm pursuing my career in related fields and safe assets(GLD, GOVT) for portfolio hedging purpose. How do y'all allocate your assets and form a portfolio? And regarding my stock choices, is there any advice you can provide to me? Any advice would be appreciated. [link] [comments]  |
| Lost a lot on $SBUX today. Should I buy the dip? Any chance it will go back up next week? Posted: 28 Apr 2021 02:00 PM PDT I bought an $SBUX call that expires next Friday, May 7th. I lost the entire premium today which is obviously super depressing. I guess I have nothing to lose by waiting it out, but what do you guys think? Any chance I'll be able to make at least half my money back? Or is it a lost cause? Thanks. [link] [comments]  |
| Posted: 27 Apr 2021 08:27 PM PDT average down says the typical reddit investor. I read it all the time here, but no one ever say I'm gonna buy and average up. I mean it's a proven method and easier when the stock is going up because the herd are expecting the stock to go higher. Do what pros do, don't do what amateurs do. Try it, you'll see and you'd sleep better. [link] [comments]  |
| WSJ: Apple Posts Record Revenue for Quarter Posted: 28 Apr 2021 01:51 PM PDT source: https://www.wsj.com/articles/apple-aapl-2q-earnings-report-2021-11619572929?mod=hp_lead_pos2 Apple Posts Record Revenue for Quarter Demand for new 5G iPhones helps fuel a more than doubling of profit to $23.6 billion Apple Inc. AAPL -0.60% reported record revenue Wednesday for the January-to-March quarter because of surging sales of premium iPhones and pandemic-induced buying of its other products. Demand for new, higher-priced 5G iPhones helped fuel a more than doubling of profit to $23.6 billion off $89.6 billion in revenue. On a per share basis, the company said Wednesday, Apple earned $1.40, beating analyst expectations of 99 cents. Apple didn't provide any guidance in its release for this quarter. Chief Executive Tim Cook is expected to speak publicly with analysts this evening. Investors are looking for signs that growth will continue, even as the tech sector struggles with a microchip shortage and other uncertainties stemming from the coronavirus pandemic. Some shareholders are evidently jittery. Shares rose 1.3% this year through Tuesday, while the S&P 500 was up about 12%. "There's just so little room for error—it makes it really challenging," said Dan Morgan, a senior portfolio manager who focuses on technology at Synovus Trust Co., which counts Apple among its largest holdings. "The market always looks six months ahead." Apple and other tech giants have benefited as students and workers stuck at home turned to their products in record numbers, pushing share prices to new heights. Apple's stock almost doubled last year. Its current valuation, as a measure of its price-to-earnings ratio, is the highest since December 2007, according to FactSet, ratcheting up expectations for the company's results. Google-parent Alphabet Inc. beat sales records in the latest quarter thanks to an increase in digital-ad spending, and Microsoft Corp. saw its quarterly sales increase 19%. Even as the world's biggest tech companies continue to post record results, they remain in the crosshairs of regulators and investigators who are scrutinizing how they wield market power. Apple's strength in the market is being questioned by smaller tech companies. Apple this week rolled out software changes to iPhones and iPads to make it harder for apps to track users across the internet, a measure touted by Mr. Cook as a consumer safeguard. Facebook Inc. and others have questioned Apple's motives in the matter. Apple is on the eve of going to trial in federal court to defend itself against claims by the maker of the popular videogame "Fortnite" that the iPhone company is engaged in anticompetitive behavior in its app store. Apple has denied wrongdoing. Observers are also watching for regulators in the European Union to reveal results soon of their investigations into claims of Apple's monopoly behavior. Apple has said the complaints are baseless and defended its role in promoting businesses on its App Store. Apple stopped providing detailed guidance about coming quarters last year, as Covid-19 upended daily life around the world and initially sent markets falling amid fears of a global recession. Still, analysts and investors will be looking for any signs of how Mr. Cook is feeling about the months ahead. Combined with the previous quarter's results, the Cupertino, Calif.-based company is on pace, according to analysts' estimates, to finish with an annual profit topping last year's record tally by more than 20%. Much of the growth last year was fueled in unexpected places. Apple saw record demand for Mac computers and an 11% rise in iPad tablet sales. That growth continued in the March period. On Wednesday, Apple said Mac sales rose 70% to $9.1 billion and iPads increased 79% to $7.8 billion. That beat analyst expectations for increases of 27% and 29%, respectively. The real engine of 2021 is the latest iPhone: Overall iPhone revenue rose 65% to $47.9 billion. Analysts had expected a 42% rise. Higher-end versions of the iPhone 12 appear to be boosting that figure. The average retail price in the U.S. during the past three months rose $52 to $847 from a year earlier, according to data from Consumer Intelligence Research Partners LLC, which surveys buyers. The most expensive version, the Pro Max with a 6.7 inch display that starts at $1,099, saw its share grow to 20% of sales from 13% a year earlier, the survey found. The addition of faster 5G cellular connections to this year's phone was expected to help Apple in China, where competitors had beaten Mr. Cook to market with more advanced phones. Greater China sales nearly doubled to $17.7 billion. [link] [comments]  |
| Posted: 28 Apr 2021 12:06 PM PDT I have been sitting on 35 shares of SNCA. So they merged and are now under the symbol PALI trading at around $10/share now. So did my SNCA shares roll into this now? Also I had a limit set to sell all 35 shares if/when SNCA hit $2.00/share but saw that got cancelled today; was it because of this split? Pretty confused and thanks for any help on this. This is in my RothIRA account. [link] [comments]  |
| Posted: 28 Apr 2021 09:03 AM PDT Last year (2020) I bought stocks they went down and I sold for a loss. I then bought stocks that eventually brought me back up and I eventually broke even a few months into this year (2021). Will I have to pay taxes on the stocks that brought me back up even though I made no money overall? [link] [comments]  |
| r/Stocks Discuss Overlooked Stocks Wednesday - Apr 28, 2021 Posted: 28 Apr 2021 09:00 AM PDT It's lunchtime, Wall St time; time to discuss overlooked stocks that no one is talking about: Overlooked & possibly undervalued stocks. All the rules of r/Stocks still apply, so please see the sidebar or click here. But here's the twist you can't bring up meme stocks that have been hotly discussed in the past several weeks. Those stocks that everyone has been talking about, you can't bring up here or they'll be autoremoved. Why? It's to keep this thread pure & focused. The current list of meme stocks can be found here. So don't mention these stocks in this post or your comment will be removed. Need ideas on which stocks to discuss, try a screener like this one. Important links:
After discussing your stock here, feel free to create a post on r/Stocks with all the information you might have just learned. Thanks & enjoy! [link] [comments]  |
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