Daily General Discussion and spitballin thread - August 30, 2021 Investing |
- Daily General Discussion and spitballin thread - August 30, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. August 30, 2021
- It will only get harder to figure out how $BABA and other China holdings are really doing; "China to cleanse online content that badmouths its economy"
- Investors on Reddit be like…
- Howard Marks seeks 'hidden gems' in India in a world of low returns
- Long term value/growth rebalance strategy
- Is Peer to Peer Lending a Viable Alternative to the Stock Market?
- Takeaway into $AMRN's German launch 13 days from now
- Recommend any free internet based resources for news, analysis, tips etc?
- [China/thermal solar farms]Shouhang High Tech Energy Co Ltd
| Daily General Discussion and spitballin thread - August 30, 2021 Posted: 30 Aug 2021 02:02 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:
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. [link] [comments]  |
| Daily Advice Thread - All basic help or advice questions must be posted here. August 30, 2021 Posted: 30 Aug 2021 02:01 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:
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! [link] [comments]  |
| Posted: 29 Aug 2021 02:49 PM PDT And in some kind of ironic twist, the mods over at wallstreetbets removed this post on this topic, even though CCP curbing the flow of economic data will directly impact foreign investors' ability to do DD on $BABA , $NIO, and other Chinese holdings. [link] [comments]  |
| Posted: 29 Aug 2021 09:34 PM PDT
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| Howard Marks seeks 'hidden gems' in India in a world of low returns Posted: 29 Aug 2021 09:15 AM PDT
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| Long term value/growth rebalance strategy Posted: 30 Aug 2021 04:21 AM PDT Tldr let PE multiples trigger a rebalance into value. Thoughts? Did some quick analysis on S&P 500 PE ratio. Current PE is not a good measure due to 2020 earnings but the estimated earnings for 2021 are 205 which puts sp500 around 22 times earnings I'll take 2010 earnings of 89 and bump it up to 90 for best case analysis. Assume way above average earnings growth of 7.2%. For 11 years to get us to 2021. How much am I willing to pay for earnings if recent average is 16 times earnings with 19 being the extreme? 20 of course. I'm a long term investor. I'll divide by 10 because I'm looking at spy. 90×1.07211×20÷10 = 386 Ok. We should be here. Earnings are much higher than expected due to the stimulus. If we take current record earnings with a 20 PE the extreme shouldn't be at 450 until roughly 2 years from now. End of this year plus 1.5 205×1.0721.5×20 = 4,550 Here's the strategy: When I see earnings multiple rise to these heights I move from something like SPY to VTV. Value. The percentages can be customized for risk tolerance but that's the general idea. Let PE trigger a rebalance. An example portfolio may be SPY 80% QQQ 20%. Add to and hold for a decade. Notice the sky high multiples, move all QQQ into VTV. Move half of spy into VTV. Keep adding to SPY QQQ in the same 80/20 ratio even though you're buying high, doesn't matter. Hold and add for another decade and watch as PE come back to normal either through mind blowing earnings or prices drop. Either easy you've protected your earnings and can weather a correction. [link] [comments]  |
| Is Peer to Peer Lending a Viable Alternative to the Stock Market? Posted: 30 Aug 2021 04:34 AM PDT Basically my question is in the title -> "Is Peer to Peer Lending a Viable Alternative to the Stock Market?" But now I'm going to write a bunch of stuff elaborating on this point, as there is a minimum for submission on this subreddit. Please enjoy! I am wondering, with great curiosity, if anyone here (or there) has tried online peer to peer lending services. I would like to know about your experience. Perhaps, if you were so bold, you may also venture to remark about your return on investments. Of course I do not mean to pry. Simply, I am l seeking for anyone (and everyone) with experience with something like Peerform, Upstart, Funding Circle, Prosper, Payoff, or any other similar platform offering similar services and potential benefits. More specifically, should I need to clarify, what was your general experience with this investment? How long have you held this investment? Were there any major problems? Were there any surprises? Were you filled with joy? Or.. Did this investment break your heart? And most ever importantly, and not to be forgotten, (as it is the center of the debate) I mean to propose once again and beg your audience and ask with great earnestness, Is Peer to Peer Lending a Viable Alternative to the Stock Market? Please feel free to further elaborate by agreeing or very possibly (although I will presume no more likely) disagreeing. Perhaps we can even get a rousing bout of fisticuffs going here regarding one of the finer points you chance to provide. Of course, I mean this most figuratively. Certainly you are a person of great character and eloquence. From what I can gather, assess, and understand, it appears that one might very well expect up to an 8% return annually on these such investments -or indeed much more! This sounds a bit far fetched, and quite frankly, dubious to me. There certainly must be some risk, or pitfalls if you will, that I'm not aware of or fully appreciating. Of course there is always the risk of the borrowers not repaying what was lent to them in the first place. I would think this would be of paramount concern. So if you have lent using this service, I ask you, has the issue regarding repayment and the potential for delinquency and/or if not down right dereliction of prior obligations, been of such a substantive issue that you, your person, have had to deal with negatively in any magnitude of order or capacity? [link] [comments]  |
| Takeaway into $AMRN's German launch 13 days from now Posted: 29 Aug 2021 09:06 AM PDT Here is the Prepare-IT 1 COVID study Link My take away: Nothing big, but does show Vascepa is extermely safe for people. And sets up for future studies in other areas. What I think will happen Monday US open My take away: Will be pressured down, but since upcoming catalysts coming, could be a buying opportunity. Frankfurt market will be interesting to watch. Next Catalyst 1: Prepare-IT 2 COVID study My take away: Cardio-Link was a similar study on a smaller scale that showed promising results. Supposedly Prepare-IT 2 should finish up this Monday. When we get the results who knows. Next Catalyst 2: German launch 13 days from now Link My take away: Amarin will have to PR the launch sooner or later. Plus the more info for rest of EU at launch date. Prediction: $PFE will work with AMRN to promote throughout EU. Kind of how they started with in Canada. Link And especially with the recent results of from the REDUCE-IT trial Link which showed to reduce ischemic events in patients with prior heart attacks GLTA stay frosty. [link] [comments]  |
| Recommend any free internet based resources for news, analysis, tips etc? Posted: 29 Aug 2021 11:10 AM PDT Recommend any free internet based resources for news, analysis, tips etc? Im asking for some help. Would you recommend and free news, analysis, and learning sites, socmedia profiles, apps, youtube channels etc. Obviously the wellspring of all earthly wisdom is here, I also use seeking alpha, cnbc, investing.com. What do you use, except the block of cheese molding on your floor, that's too easy. I just quit my job and I want to become better at investing and treat it like a full time job, not necessarily as a day trader, but with trading stocks on a short-medium basis for income. I've been an investor for 22 years now, but Im looking to up my game. [link] [comments]  |
| [China/thermal solar farms]Shouhang High Tech Energy Co Ltd Posted: 29 Aug 2021 12:18 PM PDT This is a company that has been hammered, but they have designed the world's largest thermal solar plant, which should count for something. Does anyone understand why they are doing so awful? I think solar thermal could have a future, at least until SMRs or fusion plants get online. I do not recommend anyone to buy this stock. Financials: https://www.wsj.com/market-data/quotes/CN/002665/financials I tried to find their annual report, but couldn't find anything, which is another reason not to invest. From a foreign investment perspective China seems like a complete failure at this point. I have no position in this stock or in any Chinese stock. [link] [comments]  |
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