Stocks - r/Stocks Daily Discussion & Options Trading Thursday - Jun 10, 2021 |
- r/Stocks Daily Discussion & Options Trading Thursday - Jun 10, 2021
- r/Stocks Daily Thread on Meme Stocks Thursday - Jun 10, 2021
- Microsoft is developing new hardware to bring its ‘Netflix for games’ service to TVs
- SENS (DD). Potential giant in the making
- Why Would Price Go Down if Inflow is Consistently Higher Than Outflow?
- How much did the rebalancing helped ICLN?
- Rolls Royce (RYCEY) question
- US Reverse Repo
- Rite Aid $RAD - Undervalued
- What’s pushing down VIX so low?
- Any stock at a huge discount?
- Who are these people?
- Looking for a Semi conductor investment
- Question about selecting which lot of shares to sell from 1 individual stock
- Thoughts on oil?
- CNQ DD & Analysis
- Capital gains question
- Consumer Price Index Summary
- Margin account question
- Question about NVDA's Stock Split/Dividend
- $BABA is undervalued seems like an open secret at this point, so what's your explanation of why Alibaba stock hasn't gone up as expected
- Is WISH a solid stock?
- VRTX has a huge drop in the after hours
- Softbank valuation
- $CHWY Earnings key takeaways
- r/Stocks Discuss Overlooked Stocks Thursday - Jun 10, 2021
| r/Stocks Daily Discussion & Options Trading Thursday - Jun 10, 2021 Posted: 10 Jun 2021 02:30 AM PDT This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme and/or post your arguments against options here and not in the current post. Some helpful day to day links, including news:
Required info to start understanding options:
See the following word cloud and click through for the wiki: If you have a basic question, for example "what is delta," then google "investopedia delta" 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. See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday. [link] [comments]  |
| r/Stocks Daily Thread on Meme Stocks Thursday - Jun 10, 2021 Posted: 10 Jun 2021 04:00 AM PDT The meme stock scheduled posts will run Mon to Fri and won't be a sticky; you're probably seeing this because automod sent you here or you woke up early Wall St time; good morning! Welcome traders who just can't help them selves discuss the same exact stock that's been discussed 100s of times a day. I get it, you want to talk about what's popular, what's hot, and that 1.. single.. stock you like.. well here you go! Some helpful links just for you:
An important message from our mod u/TCGYT regarding meme stocks. Lastly if you need professional help:
[link] [comments]  |
| Microsoft is developing new hardware to bring its ‘Netflix for games’ service to TVs Posted: 10 Jun 2021 09:44 AM PDT Microsoft is developing dedicated streaming hardware that people will be able to hook up to their TVs to use its Netflix-like cloud gaming service. The company is betting the future of video games will be a subscription-based model where people pay a certain amount of money each month to get access to a plethora of titles. Its Xbox Game Pass service does exactly that, offering access to a library of games developed both in-house and by third-party studios. That's mostly digital downloads, but last year streaming was added with Microsoft publicly releasing Xbox Cloud Gaming. The feature is sort of like a "Netflix for games," allowing gamers to play games that are hosted on remote servers and then streamed to users over the internet. A number of other companies have launched similar game-streaming services, including Google with Stadia and Amazon with Luna. Now, Microsoft is aiming to push its cloud gaming product to other platforms. It started rolling out Xbox Cloud Gaming to some users via a web browser on iPhones, iPads and PCs in April (Microsoft couldn't launch a proper mobile app for cloud gaming on Apple devices due to a dispute over App Store policies). And on Thursday, the company announced it wants to expand the service to TVs as well. One way it plans to do that is by partnering with manufacturers to add cloud gaming to smart TVs. But Microsoft is also developing streaming devices which users can plug into their TV or computer monitor to stream games from the cloud. The company didn't elaborate on what those devices could look like, though it's reminiscent of Amazon's Fire TV and Google's Chromecast dongles, both of which now support cloud gaming. In addition, Microsoft says it is working with mobile carriers like Telstra in Australia to offer new Xbox subscription models. It's also expanding cloud gaming to four new countries — Australia, Brazil, Mexico and Japan — later this year, and aims to publicly launch the browser-based version of the software to all members of its $15-a-month Xbox Game Pass Ultimate subscription in the coming weeks. Microsoft said it plans to add cloud gaming to its new Xbox Series X console, which launched last November to compete with Sony's PlayStation 5. In the next few weeks, the company will also upgrade the servers that power its cloud gaming service from its old Xbox One hardware to the Xbox Series X. Microsoft competes aggressively with Sony when it comes to gaming. But it's taking a different strategy to its Japanese counterpart. While Sony is known for blockbuster exclusives that can only be played on a PlayStation console, Microsoft is focusing on embedding its Xbox services onto multiple platforms, including mobile and PC. Microsoft has been stepping up its investments in gaming, buying the iconic studio Bethesda for $7.5 billion in its biggest video game-related acquisition yet. The company is holding a joint event with Bethesda on Sunday as part of the E3 gaming conference to show off new games, with fans speculating they will reveal some details about a hotly-anticipated sci-fi game called Starfield. https://www.cnbc.com/2021/06/10/e3-microsoft-xbox-cloud-gaming-tv.html [link] [comments]  |
| SENS (DD). Potential giant in the making Posted: 10 Jun 2021 06:25 PM PDT Just a pharmacist and casual trader so take my opinion with a lot of salt.
SENS makes a soon to be approved 180 day implantable glucose monitor It just had a trial that was positive and will likely gain approval later this year. In the pharmacy world, we have contracts given to us by Medicare that involve contacting patients and completing tasks. For diabetic patients, continuous glucose monitoring is pushed for heavily in these contracts. Currently on market, there is freestyle libre (sensor changed every 2 weeks). Market cap 195bn... Bad comp cuz abbot does a lot of other things. Dexcom is the closest comp, they have a *edit 10 day continuous monitor as their main product. Market cap for dexcom is 37.9 bn. Stock price is currently 398$ Pre approval (3/28/2018) dexcom traded at 74.16 Within a year it was at 119$ In 2020 it was 262.96 on that day This year it was at 352.73$ on march 26th.... Growth was massive once adoption started. SENS is currently trading at 3.78$. with a market cap at 1bn... SENS has an arguably superior product than either of it's 2 main competitors. It will gain FDA approval this year most likely (covid delayed it's schedule). 180 day implantable is huge from a patient and doctor burden standpoint. Also, it fits well with medicare's appointment mandate schedule. The product is going to crush the market space it is entering. I don't think it's a short squeeze play, but it does have 25% short interest, which could be interesting if it starts to gain more traction pre approval. FDA approval date could trap anyone left shorting it still I think, as a lotto ticket in this casino it could have massive upside, with very minimal downside. Even if adoption is slow or low, it's priced so low it should be near a floor. Even if it eats up a quarter of it's competitors market cap (which it should since it's product is better), it a 10x gainer.. [link] [comments]  |
| Why Would Price Go Down if Inflow is Consistently Higher Than Outflow? Posted: 10 Jun 2021 10:42 AM PDT I jumped on the stock bandwagon/hive mind in late Jan/early Feb so I'm new to the stock thing and have been trying to understand how everything works ever since. One question I haven't been able to find and answer or explanation for is Inflow and Outflow. For example on the AMC stock according to the Webull app the Inflow is consistently greater than the outflow but the price of the stock still drops at times. Inflow vs outflow surely can't be the only factor I'm that determines a stock price but the basics tell me when there's more people buying (inflow) the price goes up and more people selling (outflow) price goes down. So if there's more people buying all the time wouldn't the price move up a lot more? Whenever I ask this I get one word answers like "manipulation" "dark pools" "hedgies". I'd like better explanations though or at least more detailed. Seems too simple an answer to be strictly manipulation. Ive seen greater and smaller differences in the inflow vs outflow than this before but at the time the stock is still going down. [link] [comments]  |
| How much did the rebalancing helped ICLN? Posted: 10 Jun 2021 12:01 PM PDT Hello! Everyone was waiting for ICLN to be rebalanced and getting rid of huge PLUG holdings. I don't think I have sufficient knowledge experience to comment on how much did the rebalancing helped, so wanted to ask you guys who have been in the market for way longer than I am. I think it's still early to decide the results of rebalancing but what do you think the future of ICLN could be? Thanks! [link] [comments]  |
| Posted: 10 Jun 2021 05:32 AM PDT What are y'all's honest impressions about this stock. I just sold a lot of oil stocks and am looking to make a move. I understand it has done a stock split a couple of times so it won't quadruple my money or anything, but I feel like it definitely has potential to double. Any of y'all feel the same way? Any risk you see them going bankrupt? [link] [comments]  |
| Posted: 10 Jun 2021 02:18 PM PDT With the record high reverse repos, it is the financial institutions which are initiating these right? They are essentially receiving securities for their excess cash? Except the rate right now is 0%, so what's the benefit? That the US securities are slightly stronger than the US dollar because other countries invest in the US securities? I understand the process mostly, just can't figure out the purpose with no interest given to the financial institutions? Or am I completely misunderstanding? [link] [comments]  |
| Posted: 10 Jun 2021 09:27 AM PDT All, I think a greatly undervalued stock is Rite Aid. Since the sale to Walgreens fell through (Walgreens decided to only purchase half of Rite Aid stores), the stock has taken a beating. Since then, Rite Aid has brought in a new CEO and changed up their management team. They've implemented a new strategy to modernize the store layout, focus on growing their PBM, acquired Bartell (Seattle's largest pharmacy) and creating a better experience for customers. Rite Aid is the 3rd largest pharmacy chain in the US (behind Walgreens and CVS). In FY21 they've done $24B+ in Revenue. The issue is that they have not turned a profit. There's 2 outcomes: Rite Aid's turnaround plan implemented by the new management team is successful and Rite Aid becomes profitable resulting in significant rise in share price or Rite Aid gets acquired. I believe all signs point to Rite Aid eventually getting acquired. Good value play here. [link] [comments]  |
| What’s pushing down VIX so low? Posted: 10 Jun 2021 09:58 AM PDT I understand that the uncertainty before the CPI announcement no longer exists, so yeah that's a smack to VIX. But it's down to the level that one would think that the market in general is starting to rocket because the announcement was like super bullish af for the market or something, which I don't really agree. So what exactly is it that's killing VIX? [link] [comments]  |
| Posted: 10 Jun 2021 07:57 PM PDT EDU is the only one I can think of that might be worth buying right now, but aside that I don't know any other stock. I think HAE is good, but I don't think it's gonna go up anytime soon. Do you know any stock that's trade at a huge discount? I need to add more stocks to my watch list. [link] [comments]  |
| Posted: 10 Jun 2021 10:22 AM PDT Who are these people??? (read in Jerry Seinfeld voice)... For many years I have followed various stock and investment related conversations on Yahoo Finance, Stock Twits and other platforms. My interest is mostly entertainment value, but I do find the threads useful for getting a general sense of the mood of investors related to specific stocks. Not unlike a very big water cooler. Anyway... I find it interesting that there seems to be a cottage industry of people who spend a great deal of time posting on these sites. I often wonder who these people are. Some have very detailed information about stocks. Some show up regularly to berate stocks with a barrage of rants/memes/invective. No doubt some are folks just clowning around and killing time and some are legitimately interested in constructive dialog and exchange of ideas about investing. However, there are others that seem quite sophisticated in their approach to pumping, touting, disparaging or otherwise stirring up irrational enthusiasm or sowing extreme doubt or doomsday predictions about a stock. Are these paid pump and dump mills? Shills for hedge funds? Auto responding robots? Russian hackers? I cant imagine anyone truly believes these posts will have any real effect on share prices... but a lot of efforts seems to go into these postings. Anyone have any insight into this phenomenon? [link] [comments]  |
| Looking for a Semi conductor investment Posted: 10 Jun 2021 04:49 PM PDT hey everyone, just want to hear some of your semiconductor plays whoever has any. I was considering buying some AMD shares/TSM and have just started my research. I'd also consider a semiconductor etf as I do like a bunch of them. just looking for different ideas [link] [comments]  |
| Question about selecting which lot of shares to sell from 1 individual stock Posted: 10 Jun 2021 06:05 PM PDT I'm a noob retail investor, please bear with me. If I sell a portion of my shares in a particular stock (short position) that are at a higher cost basis than current share price, and I have also bought said stock within the last 30 days at a cost basis lower than current share price, will that be considered a Wash Sale? Or would my cost basis average down since I am offloading the higher basis shares? The reason I ask is because I want to trim my about a third of my position with the goal of lowering my cost basis. [link] [comments]  |
| Posted: 10 Jun 2021 03:22 PM PDT I bought a few oil stocks last March/April, currently up about 500% on each. What is the general consensus on future outlook? We've obviously rebounded a lot, is there more room? I've already sold my initial investment a couple months back so I'm playing with the houses money at this point. [link] [comments]  |
| Posted: 10 Jun 2021 05:23 PM PDT Doing a DD on another new position in my portfolio, since I got a fire new gaming keyboard, and would like to test it out by writing about stocks lol. Today's stock I'd like to focus on is CNQ, Canadian Natural Resources LTD. As an investor who's been heavily vested in several solar stocks, I was trying to stay away from natural gas, due to the inevitable clash with my other energy stocks, but honestly, it will probably be awhile before natural gas and solar stocks can't co-exist. However, I could not pass up the upside of this particular stock. Pros: International Diversification: Diversification in of itself is not a good reason to buy a stock, but given the other valuable selling points of this stock, I think it's worth starting with a more minor bonus, that this stock gives you foreign investment in the Canadian Natural Resources sector, which can be a nice bonus when a lot of the great companies to invest in are US companies Strong Dividend: CNQ currently has a dividend yield of 4.19%, making it well above average in the energy sector, nearly twice as high as the market mean of 2.25%. Undervalued: CNQ is currently trading at a PE ratio of 19.70, despite earning an average PE ratio of 85.64 over the last 5 years, suggesting the stock could be undervalued by as much as 300% it's current price. Defensive Play: With the current high oil prices, CNQ will double as both a bullish short term bet as well as a defensive market hedge against inflation, or a short term correction. The industry CNQ is in is unlikely to correct anytime soon, and it's high dividend yield makes it a very defensive stock. Long Term Debt to Equity: CNQ also raises no issues when it comes to long-term debt to equity. While one could argue that CNQ is a tad underleveraged, this comes with the caveat of it having no issues with long term debt Cons: Currently trading off of long term highs: The stock was recently at all time highs and likely will correct in the short term. Long Term Competition with Solar: In the long term, this stock could be at odds with other explosive solar stocks that will be competing for market share while enjoying government subsidies. Short to medium term, I do not think this will be much of a problem. Overall: CNQ is great right now both as a defensive asset play in the energy sector as well as an undervalued dividend stock with great upside potential. [link] [comments]  |
| Posted: 10 Jun 2021 06:22 PM PDT If i held stock that wasnt yet public for over a year and it recently went public Would i pay long or short term capital gains on it? Does the year mark start when i got the stock or when it went public. I tried to google, it was a mess [link] [comments]  |
| Posted: 10 Jun 2021 05:45 AM PDT
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| Posted: 10 Jun 2021 02:53 PM PDT Apologies if this has been posted elsewhere, have not been able to find an explanation that makes sense to me. I applied for a higher options tier than i needed (got rejected, have a lower tier now) and got put onto a margins account by default. From my understanding any shares placed in margin can be used against the potential margin load on the account, and increase the amount permitted. I have no intention of ever spending more than i have in cash on hand in my account. Is there any reason to keep the margin status on the account? Conversely, should i put all my stocks in "margin" status or "cash"? I have a few stocks in both statuses at the moment and wanted to figure out. Thanks for any help clarifying this for me. [link] [comments]  |
| Question about NVDA's Stock Split/Dividend Posted: 10 Jun 2021 12:54 PM PDT Hey friendos. I have been having a hell-uv-a-time trying to figure out the mechanics of the NVDA stock split that just got approved.
So my question is, if I buy shares on the friday before record date, do I have to hold until the Jul 19th, or am I in the clear b/c the shares are being distributed as a "dividend". My instincts tell me that it should probably read share holders as of the split date will receive 3:1 because otherwise a new shareholder after the 21st of Jun basically committed to losing 75% of the value. My experience with "dividends" if you hold on the record date the next day you can sell and still receive the dividend... The wording just seems off... or I could be crazy... I guess is a "stock" dividend materially different than a "cash dividend"? thanks [link] [comments]  |
| Posted: 10 Jun 2021 10:52 AM PDT I don't really have a DD, just a discussion question. I've been passively following BABA for about a year now and don't have a position. If you're bullish on BABA, can you explain why you think the company hasn't gone up as you expected? What's stopping the stock from going up? It almost seems like an open secret at this point that BABA is undervalued. Would also love bear points on BABA or why you think the stock should go down or travel sideways. [link] [comments]  |
| Posted: 10 Jun 2021 01:50 PM PDT Trended on some of the forums recently. What's your take on it? Do you think it's a pump and dump, or is there actually a future for it? I'm in pretty deep right now in shares, hoping for the best. Lots of folks saying it's undervalued, others saying it's setting up to dump. Earnings overall didn't look to bad to me (but I'm dumb, lol). If you have WISH, what's your thesis? Or if you don't, why are you bearish on it? Just looking for some open ended discussion. Thanks folks! [link] [comments]  |
| VRTX has a huge drop in the after hours Posted: 10 Jun 2021 08:19 PM PDT I had 3 Put Credit spreads (legs at $205/$190) that looked like they'd be expiring tomorrow, giving me a nice little chunk of change. But then VRTX announce they're shutting down one of their critical developmental drug therapies (details are linked above. It's all over my head to be honest) Will the sudden 13% drop carry over into tomorrow's trading day? I'm thinking I need to bail out of the position and move on from the stock, but I'm thinking maybe I should roll this down a few weeks. any insight would be great. [link] [comments]  |
| Posted: 10 Jun 2021 03:03 PM PDT Softbank (TYO: 9984, OTC: SFTBF) is currently trading at a P/E ratio of 3.89, which is well below the industry average. The total capitalization of the stock is also lower than its stake of 24.9% in BABA alone. It seems that this company is heavily undervalued, considering that it is still profitable despite its apparent lack of earnings growth. Is this stock a buy, or am I looking at a value trap? [link] [comments]  |
| Posted: 10 Jun 2021 02:41 PM PDT The biggest category everybody already looks at is Sales. Even coming out of the Pandemic Chewy's Sales increased 31.7%. Solid for any company. They are forecasting $8.9-9 billion for the year. On top of the increase in sales, Chewy also, once again, added to their Gross Margin Percentage. Adding to your Gross Margin Percentage is the equivalent of adding sales. Q1 2020 they were at 23.4% and Q1 2021 they are at 27.6% respectively. FY 2020 totaled out to 25.5%. This 2.1% increase over what they did last year will result in an additional $189 million going to their bottom line based on their forecasted $9 billion in 2021 Sales. Also, one of the most overlooked categories I usually see when people are looking at financials statements are the cash flows from Operations. Chewy's Net cash provided by operating activities was $98.3 million and their free cash flow was $59.4 million. At the end of the day, cash is always king and Chewy has been rolling it in extremely well. My takeaways (opinion). Chewy is in a prime position to continue the growth that has propelled them to where they are and should continue to see increased earnings going forward. The current valuation of the company I believe is still too low and the current market cap is less than their annual revenue. If you compare Chewy to someone like Amazon. Amazon has annual revenue of $386 billion (FY'20) and a market cap of $1.7 Trillion. This comes to 4.4X Annual Revenue. Chewy is also commanding a higher profit margin than Amazon who comes in just shy of 25%. TL/DR: Chewy keeps kicking Ass - is extremely undervalued. This is not financial advice. I'm just some dumbass. [link] [comments]  |
| r/Stocks Discuss Overlooked Stocks Thursday - Jun 10, 2021 Posted: 10 Jun 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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