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    Saturday, August 28, 2021

    Stocks - I made a spreadsheet to help myself a better long-term investor

    Stocks - I made a spreadsheet to help myself a better long-term investor


    I made a spreadsheet to help myself a better long-term investor

    Posted: 28 Aug 2021 07:30 AM PDT

    **Bug fixes**Hi there was a bug where the API key wouldn't work. That has now been resolved. If you made a copy before, this won't be deployed over and you'll have to make a copy again :(.

    TLDR; I made a spreadsheet that automatically tracks and adds up Owner's earnings:

    About a week ago I made two posts called The Biggest Misconception of Investing & Companies that outearn, outlive, and outperform.

    In the first post, I talked about how investing is not looking at a company's stock price hoping it will go up. Instead, you should look at the company's earnings and collect it like a landlord would their rents — with the expectation that the earnings will one day be greater than the amount you invested.

    The second post details how companies with moats make more money than other companies and hence why they're better investments. I shared a simple, three-step process to identify companies with moats and stressed the correlation between companies with strong moats and Owner's earnings, a metric Warren Buffett created and uses to value companies himself. Unfortunately, Owner's earnings is not a standardized metric and is not provided in the financial statements. It can however be calculated.

    Many of you responded with very encouraging and kinds words. Thank you❤️. In that same vein, I made a spreadsheet based on these concepts that can and hopefully will help you and retail investors alike become better long-term value investors.

    For those of you unfamiliar with Owner's earnings, I will be making a post on this shortly for those of you who wanted me to delve into it more. For now, just know that it represents how much cash falls into the business owner's pockets. Basically it is the amount of cash you're left with after you spend on whatever you need to to maintain, but not grow, the business and is a more realistic and accurate portrayal of a company's intrinsic value than EPS, Operating Cash or FCF.

    In other words, if you have a business that is not profitable (in terms of net income) because it is continually reinvesting its profits into growth for more profits tomorrow, owner's earnings will reflect this and will reward a company that has high revenues but continues to reinvest... think Amazon. Amazon's net income was negative for over a decade, but it's owner's earnings consistently kept going up!

    What does this spreadsheet do?

    This spreadsheet puts you in the position of a business owner, who collects the earnings of their companies on a regular basis. When you own a share you own a part of the business and therefore receive a part of its profits. It does so by automatically tracking and accumulating your Owner's earnings your shares. All you got to do is input your transactions — ticker symbol, date purchased, number of shares purchased, and share price.

    Instead of showing you your total portfolio value or day-to-day share price, which is not only irrelevant to long-term investing (mostly), but also suboptimal insofar as it can evoke volatile emotions and trigger poor decisions, this spreadsheet chiefly displays the Owner's earnings of the businesses and shares you own.

    How will it make you a better long-term investor?

    This spreadsheet and the formula behind it have been meticulously designed to make you a better long-term investor. The formula is as follows:

    Your earnings = Owner's earnings per share * number of shares you own * days held/period 

    To maximize your earnings, you must maximize each of its components. In doing so, you will have achieved the holy grail of long-term value investing:

    1. Invest in great companies with wide moats

    To maximize owner's earnings you must invest in great companies with wide moats that can and will grow their earnings at a high rate for many years into the future. You don't want a company whose earnings stay the same year after year, you want a company that can grow as fast as possible for as long as possible.

    2. Buy stocks at a discount instead of panicking when it falls

    To maximize the number of shares you own you must hunt for value and bargains. You have a limited amount of money to invest so you naturally want to buy as many shares (or earnings) as you can with that money. If two similar companies make $10 a year, one of them selling for $50 a share and the other $25 a share, you're going to go for the one selling for $25 (assuming equal growth rates) because you can buy $20 worth of earnings for the same amount of money. In other words, you want to grow your earnings as efficiently as possible.

    3. Hold on to companies for the long run and compound your money

    To maximize days held you must hold onto your shares for as long as possible. The logic behind this is simple: Each day you hold on to a stock, the more money you make. If you hold a stock for a year, you make 100% of its owner's earnings for that year for every share you owned. If you own it for 6 months you get 50% of its earnings. The longer you hold onto a stock, the more earnings you accumulate, and the more your money compounds.

    Bottom line

    This spreadsheet is an improved, more automatic, and intuitive adaption from a solution I've been using myself and it's helped me become a more calm, collected, rational investor. Without it I would not have had as much fun finding great companies with strong earnings potential, nor would I have held onto them for as long as I have. In other words, it has made me a much more successful long-term investor and I hope it can do the same for you.

    Heres a copy of the spreadsheet: https://docs.google.com/spreadsheets/d/1dkoTDNG_JWeYP-_GJNW8f_MVXfDbSWyZPlfTRo28OUM/edit#gid=2052305304

    ________________________________________________________________________________________________________**Future updates:**This is a very early prototype, with limited functionally. One being you can only go back 5 years from today. The whole point of it is to allow people to better visualize how one would track earnings like I've strongly advocated for in previous posts.

    I will continuously update this spreadsheet to make it better, introduce greater functionality, and make it even more enjoyable to use (I am working on a version 2 as I write this). If you would like to get updates, please enter your email here: https://docs.google.com/forms/d/1kT0PABNoUeLpu4DUPUZtemPSG2gNhUll3CyMZO_Wz4U/edit?usp=sharing

    I put in a lot of effort in this sheet and it would really mean a lot to me if you could spare an extra 1 minute to share your feedback too ❤️

    Looking forward to your feedback, comments, criticisms 🙂

    submitted by /u/No_Try_5797
    [link] [comments]

    YouTube more valuable than Netflix?? But is the stock price of GOOG valuing it?

    Posted: 28 Aug 2021 02:54 AM PDT

    A recent Motley Fool article (depends on how much you trust them) ran over some very interesting data points on how YouTube's fundamentals are way stronger than Netflix and is about to reign #1 on Connected TV platforms.

    Another report I read earlier mentioned that Youtube has paid over $30B to creators over the last 2-3 years (all those annoying unskippable ads doing some good perhaps).

    One edge that Youtube has is that they don't have to pay creators upfront like Netflix does. They only share revenue upon monetization. It makes them a very cashflow friendly business that's growing 35-40%. Their direct response ads business is also going gangbusters.

    The question is whether this is already priced into the Google Stock?

    submitted by /u/Test-Ing2K
    [link] [comments]

    How often do you inject money into your portfolio?

    Posted: 27 Aug 2021 11:45 PM PDT

    Hello all.

    Relatively new to all this, but I've done my research as best I could before I thought I might as well chuck a bit of expendable cash into stocks so I can better learn the ropes.

    My question is: how often do you all buy more of the stock of something you've already invested in? Once a week, a month, every payday? My plan is long term, I'm not knowledgeable for day-trading, however, I do (over time) want to increase the amount I have invested.

    Cheers!

    submitted by /u/A4LinedPaper
    [link] [comments]

    What are some examples of companies with a wide moat?

    Posted: 28 Aug 2021 10:57 AM PDT

    I see "moat" thrown around as this is a key for companies to thrive. I really don't understand what is meant by this. What are these companies? If there is a wide moat wouldn't competitors look to go in that direction?

    submitted by /u/TheRomanDivider
    [link] [comments]

    Wall Street Week Ahead for the trading week beginning August 30th, 2021

    Posted: 28 Aug 2021 05:29 AM PDT

    Good Saturday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.

    Here is everything you need to know to get you ready for the trading week beginning August 30th, 2021.

    A key jobs report in the week ahead could drive the next big market move - (Source)


    With Jackson Hole in the rear-view mirror, August's employment report could be the next driver for markets.


    Stocks gained in the past week, surging again to new highs Friday after a speech by Federal Reserve Chairman Jerome Powell. The chairman acknowledged that Fed officials expect to taper back their $120 billion a month bond-buying program this year, a first step toward reversing easy policy.


    Powell was speaking at the Kansas City Fed's annual Jackson Hole, Wyo. symposium, held virtually this year. He said the Fed has seen sufficient progress on inflation, but the labor market has not yet improved enough to start the taper. Importantly, he also emphasized that the wind down of the bond program does not mean the Fed will automatically move on to raise interest rate hikes.


    "Powell has made it clear the Fed is not prepared to raise interest rates anytime soon. The market seems relieved by that. … With some of the economic data already slowing, I think interest rate hikes are far, far away, and investors are happy about that," said Michael Arone, chief investment strategist for the US SPDR business at State Street Global Advisors.


    Arone said the Fed has so far avoided a "taper tantrum," similar to the 2013 market sell-off when the Fed announced it was rolling back quantitative easing. Powell's speech was widely anticipated to clarify the Fed's position on its $120 billion monthly bond purchases, after a number of Fed officials called for the start of a wind down.


    Jobs are the focal point


    Now, market focus shifts even more fiercely to jobs data, with the release Friday of the August employment report.


    "For sure, the market is going to react," said Jim Caron, head of macro strategies for global fixed income at Morgan Stanley Investment Management. "I think it's important. I think the issue that they're going to have is unemployment benefits don't really run out until the beginning of September. It's really not until you get the October jobs number that you get a more free look at September."


    The dollar index sank after Powell's Friday morning speech, as stocks rallied to new highs and Treasury yields fell. Other data in the coming week includes consumer confidence Tuesday and Wednesday's release of Institute for Supply Management manufacturing data and ADP's private sector payroll data, a kind of preview for Friday's government jobs report.


    "I wouldn't be surprised to see follow-through Monday and Tuesday, but ahead of ADP on Wednesday, I'd look for position adjusting which means weaker stocks and weaker bonds and stronger dollar ahead of the jobs data," said Marc Chandler, chief market strategist at Bannockburn Global Forex.


    He said Powell was dovish, as expected, while still emphasizing that tapering was coming. But the key for markets was that he stressed the end of the program does not mean "tightening" or rate hikes. The 10-year Treasury yield had risen above 1.35% this week, but fell to 1.3% after Powell spoke Friday.


    U.S. 10-year Treasury yield


    "The market will get cautious again ahead of the jobs data. Then it's a new world into September. You have to wait until after the jobs data to see if these moves have sustaining power. This is 'a buy the rumor, sell the fact' move," Chandler said.


    Some market pros had expected an announcement on tapering from the Fed at its September meeting, but that view has now mostly changed to a November or December announcement. "Because of the uncertainty of delta, I think it will take more than the next jobs report," said Diane Swonk, chief economist at Grant Thornton. "The disruption to jobs in particular is if schools have to close again."


    Economists polled by Dow Jones expect 750,000 jobs were created in August and the unemployment rate fell to 5.2%. In July, the economy created 943,000 jobs and unemployment slid to 5.4%. Education was a big contributor in July, with 261,000 jobs added in public schools and private education.


    "It doesn't have to be a spectacular number to satisfy their needs," said Swonk of the August report. "You need a solid jobs number, something north of a half million... I think we're going to be close to that. They're going to want to see September employment as well."


    Market risks


    State Street's Arone said the Fed's discussion of the tapering will be top of mind in the markets, just as the next earnings season rolls around.


    "It will be interesting at a time when the Fed starts taking its foot off the pedal," he said. "Right now, the bull case continues to be reasonably strong, but markets don't go straight up. If I was going to key on a specific risk, I'd keep an eye on third quarter earnings reports, and more importantly what corporate executives are saying about next year."


    Arone said strong earnings has been the biggest driver of market gains, helping investors ignore worries about the spread of the Covid delta variant, the U.S. withdrawal from Afghanistan, and dysfunction in Washington.


    The market's summer rally continued in the past week, with the Dow ending at 35,455, up just about 1% for the week. The S&P 500 and Nasdaq both ended the week at record highs.


    The S&P 500 was up 1.5% at 4,509, and the Nasdaq rose 2.8% to 15,129.


    "The market has been able to ignore all this noise and rally," he said, adding it would be ironic if it were earnings that caused a sell-off and not a Fed policy change or something else.


    He said the market could get choppy in September and into October, a seasonally weak time of year for stocks.


    "We caught a glimpse of this this quarter, with big tech — where the numbers were beating, but they suggested that future quarters would see slower growth," Arone said. "Investors didn't like that, and I think it gave us a glimpse of what happens if it spreads beyond the technology sector to other sectors."


    There are a few earnings in the coming week, including Zoom Video Monday, Campbell Soup Wednesday, and Hewlett Packard and Broadcom Thursday.


    Watching Ida


    The oil and gas industry is closely watching Hurricane Ida, which was heading straight for Louisiana. Oil, gasoline and natural gas all rallied Friday, as energy companies shut down Gulf of Mexico production ahead of the storm. Louisiana is also home to a number of refineries.


    West Texas Intermediate futures settled up nearly 2% Friday, at $68.74 per barrel. The benchmark U.S. crude was up more than 10% for the week, its best weekly gain since June 5, 2020.


    This past week saw the following moves in the S&P:

    (CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!)

    S&P Sectors for this past week:

    (CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!)

    Major Indices for this past week:

    (CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!)

    Major Futures Markets as of Friday's close:

    (CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!)

    Economic Calendar for the Week Ahead:

    (CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!)

    Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:

    (CLICK HERE FOR THE CHART!)

    S&P Sectors for the Past Week:

    (CLICK HERE FOR THE CHART!)

    Major Indices Pullback/Correction Levels as of Friday's close:

    (CLICK HERE FOR THE CHART!)

    Major Indices Rally Levels as of Friday's close:

    (CLICK HERE FOR THE CHART!)

    Most Anticipated Earnings Releases for this week:

    (CLICK HERE FOR THE CHART!)

    Here are the upcoming IPO's for this week:

    (CLICK HERE FOR THE CHART!)

    Friday's Stock Analyst Upgrades & Downgrades:

    (CLICK HERE FOR THE CHART LINK #1!)
    (CLICK HERE FOR THE CHART LINK #2!)
    (CLICK HERE FOR THE CHART LINK #3!)

    Small Cap Labor Day Rally Getting Underway

    In the below chart, daily data since July 1, 1979 through August 20, 2021 for the Russell 2000 index of smaller companies are divided by the Russell 1000 index of largest companies, and then compressed into a single year to show an idealized yearly pattern. When the graph is descending, large-cap companies are outperforming small-cap companies; when the graph is rising, smaller companies are moving up faster than their larger brethren. The most prominent period of outperformance generally begins in mid-December and lasts until late-February or early March with a surge in January. This period of outperformance by small-caps is known as the "January Effect" in the annual Stock Trader's Almanac.

    (CLICK HERE FOR THE CHART!)

    In recent years, another sizable move is quite evident just before Labor Day. One possible explanation for this move is individual investors begin to return to work after summertime vacations and are searching for "bargain" stocks. In a typical year, small-caps would have been lagging and could represent an opportunity relative to other large-cap possibilities. As of today's close, Russell 2000 is up 13.4% compared to the Russell 1000 being up 19.0% year-to-date. Lagging small-caps and resilient U.S. consumers could be the ideal setup for a repeat of this pattern this year. However, the small-cap advantage does historically wane around mid-September.


    Small-Caps Bounce

    ln today's Morning Lineup, we noted the inverse correlation between performance this week and market caps. As shown in the major US Indices screen of our Trend Analyzer tool, the two best performers over the past five days have been Micro-Caps (IWC) followed by small caps like the Russell 2000 (IWM) and the Core S&P Small-Cap ETF (IJR). Mid-cap ETFs are the next best performers with high 2% gains then most large cap indices have only risen around 1.5% this week with the exception of the Dow (DIA) which has not even gained 1%. As for where these indices are trading relative to each one's trading range, it is partially a mean reversion story. Small caps were deeply oversold one week ago and are now sitting just below their 50-DMAs. While not to as extreme of a degree, mid-caps were similarly trading a full standard deviation below their 50-DMAs last week. Today, they are on the opposite side of their 50-DMAs and on the verge of overbought readings.

    (CLICK HERE FOR THE CHART!)

    As previously mentioned, small caps like the Micro-Cap ETF (IWC) and Russell 2000 ETF (IWM) were oversold last week. From a charting perspective, each of these indices' rallies this week are not only bounces from extreme oversold levels, but they also follow brief dips below their 200-DMAs. But whereas the past five days have seen solid gains, yesterday saw IWC and IWM reject their 50-DMAs and the high end of their ranges that have been in place since late July. In other words, even though small caps have led the market this week, they are not out of the woods yet.

    (CLICK HERE FOR THE CHART!)
    (CLICK HERE FOR THE CHART!)

    Looking at the relative strength lines of small caps like IWC and IWM versus the large cap S&P 500 (SPY) over the past year, the past week's outperformance again is a blip on the radar and has only put a small dent in the longer term trend of underperformance.

    (CLICK HERE FOR THE CHART!)

    Where that is not necessarily the case is small market caps versus the smallest market caps. As shown below, the relative strength line of the Micro-Cap ETF (IWC) versus the Russell 2000 (IWM) broke out of the past few months' downtrend over the past few days.

    (CLICK HERE FOR THE CHART!)

    6 Charts on Stocks Making New All-Time Highs

    The S&P 500 Index made yet another new all-time high yesterday, the 50th on the year. "The all-time record for any one year is 77 S&P 500 new all-time highs back in 1995," explained LPL Financial Chief Market Strategist Ryan Detrick. "Incredibly, 2021 is currently on pace for 78 new highs. There's a long way to go, but this has been an amazing year and this is yet another way to show it."

    (CLICK HERE FOR THE CHART!)

    As impressive as 50 new highs is, investors need to remember that new highs happen in clusters that can last decades. We've been sharing this chart for years, saying exactly that: previous periods of new highs lasted much longer than most expected. Mark Twain said history doesn't repeat itself, but it often rhymes. If history rhymes once again, we could still have several more years of new highs.

    (CLICK HERE FOR THE CHART!)

    Another interesting stat about S&P 500 all-time highs is every month so far in 2021 has seen a new high, 8 for 8. Only once have all 12 months made a new all-time high and that was in 2014. This is somewhat surprising, given the S&P 500 gained only 11.4% in 2014, but it was a very slow and persistent move. Most investors (including this author) would guess it was 1995, but that spectacular year saw new highs in 'only' 10 months.

    (CLICK HERE FOR THE CHART!)

    Although August tends to be historically weak for stocks, that hasn't been the case this year. In fact, the S&P 500 has made an incredible 9 new highs already this month, the most since 1929. No, we don't think this is another 1929, but this is just another way to show how astounding this bull run has been.

    (CLICK HERE FOR THE CHART!)

    As shown in the LPL Chart of the Day, 50 new S&P 500 all-time highs before the end of August is quite a feat. In fact, only twice has the 50 level been cracked through the end of August, in 1964 and 1995.

    (CLICK HERE FOR THE CHART!)

    So what happens next? The rest of the year in 1964 the S&P 500 added 3.6%, while it added 9.6% in 1995. Below we looked at all the years with at least 30 new all-time highs through August and sure enough, better than average returns the rest of the year are common. The final 4 months gained 4.7%, versus the average final 4 months gain for all years of 3.6%. Now this is skewed due to 1987s crash, as that was the only time stocks were lower the final 4 months after more than 30 new highs by the end of August. Smoothing things out, the median return jumps up to a very impressive 5.4%, versus a median return of 3.6% for all years.

    (CLICK HERE FOR THE CHART!)

    2021 is off to a roaring start and we continue to expect higher prices before all is said and done. The studies we did today do little to change our view. We'd use any potential weakness as an opportunity to add before potential higher prices.


    Nasdaq Crosses Another 1,000 Point Threshold

    It won't be official until the close, but with the Nasdaq crossing 15,000 for the first time today, it's on pace to cross its third 1,000 point threshold this year and the sixth since the pandemic began in early 2020. The table below lists each 1,000 point threshold that the Nasdaq has crossed over time along with the first day that it crossed that threshold, the number of days since the prior cross, what percentage that 1,000 point consists of relative to the prior threshold, and then how many upside and downside crosses the Nasdaq has had around that level on a closing basis.

    Of all the 1,000 point thresholds the Nasdaq has crossed over time, the only one that it never traded back below after crossing it was 6,000 back in April 2017. Besides 1,000, that was also the 1,000 point threshold that took the longest to cross above. After first crossing 5,000 back in March 2000, it took 6,256 days for the Nasdaq to top 6,000. Since then, though, the Nasdaq has been making quick work of 1,000 point thresholds. With the exception of the 486-day gap between 8K and 9K, every other 1,000-point threshold since 6,000 has taken less than a year to cross. Even in the midst of a global pandemic, it took the Nasdaq less than six months to get from 9,000 to 10,000.

    (CLICK HERE FOR THE CHART!)

    The long-term chart of the Nasdaq below includes red dots to show each time the Nasdaq first crossed a 1,000 point threshold along with the number of days for each one.

    (CLICK HERE FOR THE CHART!)

    Looking at the chart above may give you a feeling of lightheadedness given the seemingly parabolic nature of the last few years. An important thing to keep in mind, though, is that as a percentage of the index's price level, every 1,000 point threshold represents a smaller move in percentage terms. While the move from 9K to 10K represented a move of over 11%, the move from 14K to 15K represents only a little more than 7%. Looking at this chart on a log scale where each label on the y-axis represents a doubling of the index shows how modest the recent 1,000 point thresholds have been relative to earlier ones. Think about it this way, in the less than two years between when the Nasdaq first crossed 2K to when it crossed 5K for the first time (four different 1,000 point thresholds), it rallied 150%. Over the last four years, though, the Nasdaq has crossed 10 different 1,000-point thresholds, but the gain has also only been 150%.

    (CLICK HERE FOR THE CHART!)

    Bulls Head In Separate Directions

    As the major indices have set more record highs in the past week, bullish sentiment has rebounded. The American Association of Individual Investors' (AAII) weekly reading on bullish sentiment rose 6.4 percentage points to 39.4% this week. That is the highest reading of optimism since the week of July 8th when bullish sentiment was a hair above 40%. While recovered, that reading is still muted versus the past year's range and is only 1.5 percentage points above their historical average. In other words, bullish sentiment has rebounded but is far from elevated.

    (CLICK HERE FOR THE CHART!)

    While the AAII survey showed an increase in bullish sentiment, another survey of newsletter writers from Investors Intelligence saw the opposite result. This survey's reading on bullish sentiment dropped to just 50% this week which is the lowest level since May of last year. Although this reading has now fallen out of the past year's range, it is still slightly elevated versus the historical average of 45%.

    (CLICK HERE FOR THE CHART!)

    Given the uptick in bullish sentiment, the AAII survey saw only a third of respondents report as bearish versus 35.1% last week. Like bullish sentiment, this reading remains outside of the range it has occupied for most of the past year although that current reading is also not far away from the historical average of 30.5%.

    (CLICK HERE FOR THE CHART!)

    As we noted in last Thursday's Chart of the Day, the bull-bear spread dipped into negative territory last week for the first time since late January and it was at the lowest level since October 2020. With the inverse moves in bullish and bearish sentiment this week, the spread has moved back into positive territory to its highest level since the last week of July.

    (CLICK HERE FOR THE CHART!)

    Not all of the gains to bullish sentiment came from the bearish camp. Neutral sentiment saw an even larger decline of 4.2 percentage points. That brings the reading down to 27.5% which is the lowest reading since April 15th when it stood at just 21.6%.

    (CLICK HERE FOR THE CHART!)

    STOCK MARKET VIDEO: Stock Market Analysis Video for Week Ending August 27th, 2021

    ([CLICK HERE FOR THE YOUTUBE VIDEO!]())

    (LINK REMOVED.)

    STOCK MARKET VIDEO: ShadowTrader Video Weekly 8.29.21

    ([CLICK HERE FOR THE YOUTUBE VIDEO!]())

    (LINK REMOVED.)


    Here are the most notable companies (tickers) reporting earnings in this upcoming trading week ahead-


    • (TICKERS REMOVED.)

    (CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!)
    (CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!)
    (CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!)

    Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:


    Monday 8.30.21 Before Market Open:

    (CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)

    Monday 8.30.21 After Market Close:

    (CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!)

    Tuesday 8.31.21 Before Market Open:

    (CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)

    Tuesday 8.31.21 After Market Close:

    (CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!)

    Wednesday 9.1.21 Before Market Open:

    (CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)

    Wednesday 9.1.21 After Market Close:

    (CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!)

    Thursday 9.2.21 Before Market Open:

    (CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)

    Thursday 9.2.21 After Market Close:

    (CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!)

    Friday 9.3.21 Before Market Open:

    ([CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!]())

    (NONE.)


    Friday 9.3.21 After Market Close:

    ([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())

    (NONE.)


    Zoom Video Communications, Inc. $340.81

    Zoom Video Communications, Inc. (ZM) is confirmed to report earnings at approximately 4:05 PM ET on Monday, August 30, 2021. The consensus earnings estimate is $1.16 per share on revenue of $990.96 million and the Earnings Whisper ® number is $1.25 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat The company's guidance was for earnings of $1.14 to $1.15 per share on revenue of $985.00 million to $990.00 million. Consensus estimates are for year-over-year earnings growth of 39.76% with revenue increasing by 49.35%. The stock has drifted higher by 2.7% from its open following the earnings release to be 5.9% below its 200 day moving average of $362.10. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, August 17, 2021 there was some notable buying of 10,580 contracts of the $350.00 call and 10,573 contracts of the $350.00 put expiring on Friday, October 15, 2021. Option traders are pricing in a 8.8% move on earnings and the stock has averaged a 13.3% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    CrowdStrike, Inc. $282.31

    CrowdStrike, Inc. (CRWD) is confirmed to report earnings at approximately 4:05 PM ET on Tuesday, August 31, 2021. The consensus earnings estimate is $0.09 per share on revenue of $323.16 million and the Earnings Whisper ® number is $0.13 per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat The company's guidance was for earnings of $0.07 to $0.09 per share on revenue of $318.30 million to $324.40 million. Consensus estimates are for year-over-year earnings growth of 550.00% with revenue increasing by 62.42%. Short interest has decreased by 19.8% since the company's last earnings release while the stock has drifted higher by 30.1% from its open following the earnings release to be 32.2% above its 200 day moving average of $213.57. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, August 16, 2021 there was some notable buying of 3,330 contracts of the $200.00 put expiring on Friday, September 17, 2021. Option traders are pricing in a 7.8% move on earnings and the stock has averaged a 9.4% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    Futu Holdings Ltd $96.47

    Futu Holdings Ltd (FUTU) is confirmed to report earnings at approximately 4:00 AM ET on Tuesday, August 31, 2021. Investor sentiment going into the company's earnings release has 80% expecting an earnings beat. Short interest has decreased by 4.4% since the company's last earnings release while the stock has drifted lower by 20.5% from its open following the earnings release to be 15.7% below its 200 day moving average of $114.41. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, July 27, 2021 there was some notable buying of 2,362 contracts of the $150.00 call expiring on Friday, September 17, 2021. Option traders are pricing in a 12.5% move on earnings and the stock has averaged a 7.3% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    Li Auto Inc. $29.34

    Li Auto Inc. (LI) is confirmed to report earnings at approximately 4:00 AM ET on Monday, August 30, 2021. The consensus estimate is for a loss of $0.03 per share on revenue of $4.41 billion and the Earnings Whisper ® number is ($0.05) per share. Investor sentiment going into the company's earnings release has 61% expecting an earnings beat The company's guidance was for revenue of $609.00 million to $651.70 million. Short interest has increased by 6.2% since the company's last earnings release while the stock has drifted higher by 45.6% from its open following the earnings release to be 0.5% above its 200 day moving average of $29.19. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, August 9, 2021 there was some notable buying of 3,006 contracts of the $28.00 put expiring on Friday, December 17, 2021. Option traders are pricing in a 8.4% move on earnings and the stock has averaged a 8.6% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    Chewy, Inc. $88.11

    Chewy, Inc. (CHWY) is confirmed to report earnings at approximately 4:05 PM ET on Wednesday, September 1, 2021. The consensus estimate is for a loss of $0.01 per share on revenue of $2.20 billion and the Earnings Whisper ® number is $0.03 per share. Investor sentiment going into the company's earnings release has 82% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 87.50% with revenue increasing by 29.42%. Short interest has increased by 7.7% since the company's last earnings release while the stock has drifted higher by 14.6% from its open following the earnings release to be 3.0% above its 200 day moving average of $85.57. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, August 27, 2021 there was some notable buying of 1,235 contracts of the $82.00 put and 1,234 contracts of the $97.00 call expiring on Friday, September 3, 2021. Option traders are pricing in a 8.5% move on earnings and the stock has averaged a 5.7% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    Akoustis Technologies, Inc. $9.99

    Akoustis Technologies, Inc. (AKTS) is confirmed to report earnings at approximately 7:00 AM ET on Monday, August 30, 2021. The consensus estimate is for a loss of $0.16 per share on revenue of $2.50 million and the Earnings Whisper ® number is ($0.19) per share. Investor sentiment going into the company's earnings release has 66% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 15.79% with revenue increasing by 583.06%. Short interest has increased by 22.9% since the company's last earnings release while the stock has drifted lower by 13.0% from its open following the earnings release to be 12.2% below its 200 day moving average of $11.38. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, August 27, 2021 there was some notable buying of 1,551 contracts of the $10.00 call expiring on Friday, September 17, 2021. Option traders are pricing in a 28.8% move on earnings and the stock has averaged a 4.5% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    Catalent, Inc. $129.85

    Catalent, Inc. (CTLT) is confirmed to report earnings at approximately 7:00 AM ET on Monday, August 30, 2021. The consensus earnings estimate is $1.01 per share on revenue of $1.14 billion and the Earnings Whisper ® number is $1.05 per share. Investor sentiment going into the company's earnings release has 63% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 18.82% with revenue increasing by 20.30%. Short interest has decreased by 26.4% since the company's last earnings release while the stock has drifted higher by 19.7% from its open following the earnings release to be 19.2% above its 200 day moving average of $108.93. Overall earnings estimates have been revised higher since the company's last earnings release. Option traders are pricing in a 6.7% move on earnings and the stock has averaged a 4.0% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    Cloudera, Inc. $15.95

    Cloudera, Inc. (CLDR) is confirmed to report earnings at approximately 7:05 AM ET on Monday, August 30, 2021. The consensus earnings estimate is $0.09 per share on revenue of $227.19 million and the Earnings Whisper ® number is $0.11 per share. Investor sentiment going into the company's earnings release has 60% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 12.50% with revenue increasing by 6.00%. Short interest has decreased by 1.7% since the company's last earnings release while the stock has drifted higher by 0.1% from its open following the earnings release to be 12.6% above its 200 day moving average of $14.17. On Friday, August 27, 2021 there was some notable buying of 5,737 contracts of the $16.00 call expiring on Friday, September 3, 2021. Option traders are pricing in a 17.9% move on earnings and the stock has averaged a 11.5% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    DocuSign $300.76

    DocuSign (DOCU) is confirmed to report earnings at approximately 4:05 PM ET on Thursday, September 2, 2021. The consensus earnings estimate is $0.39 per share on revenue of $487.50 million and the Earnings Whisper ® number is $0.42 per share. Investor sentiment going into the company's earnings release has 77% expecting an earnings beat The company's guidance was for revenue of $479.00 million to $485.00 million. Consensus estimates are for year-over-year earnings growth of 550.00% with revenue increasing by 42.46%. Short interest has increased by 15.4% since the company's last earnings release while the stock has drifted higher by 43.3% from its open following the earnings release to be 25.4% above its 200 day moving average of $239.86. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, August 11, 2021 there was some notable buying of 1,911 contracts of the $250.00 put expiring on Friday, September 17, 2021. Option traders are pricing in a 8.6% move on earnings and the stock has averaged a 9.2% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    ChargePoint Holdings, Inc. $21.24

    ChargePoint Holdings, Inc. (CHPT) is confirmed to report earnings at approximately 4:05 PM ET on Wednesday, September 1, 2021. The consensus estimate is for a loss of $0.14 per share on revenue of $49.06 million and the Earnings Whisper ® number is ($0.18) per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat The company's guidance was for revenue of $46.00 million to $51.00 million. The stock has drifted lower by 22.5% from its open following the earnings release. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, August 27, 2021 there was some notable buying of 1,534 contracts of the $30.00 call and 1,502 contracts of the $30.00 put expiring on Friday, September 17, 2021. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 7.0% move in recent quarters.

    (CLICK HERE FOR THE CHART!)


    DISCUSS!

    What are you all watching for in this upcoming trading week?


    I hope you all have a wonderful weekend a great trading week ahead r/stocks. :)

    submitted by /u/bigbear0083
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    Should I be scared, that I can't withdraw my money?

    Posted: 28 Aug 2021 06:00 AM PDT

    I've wanted to try and invest in some stocks. The easiest option for me seems to use apps like Etoro and Webull. While I was comparing those two and looking on reviews and such, I found a decent amount of people saying that they can't withdraw money and some even that they've somehow lost it in the process of withdrawal.

    This scared me a bit, so I'm here to ask, does this happen often? Should I be scared? Or was this just a one in a million case or had some other reason.

    Thanks a lot.

    submitted by /u/Matqx
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    Is Fresh Del Monte Produce (FDP) a buy right now?

    Posted: 28 Aug 2021 11:20 AM PDT

    I was recently looking for some more safer companies to invest in and decided to do some DD on FDP.

    • As of close on Friday, it is trading at $33.13 a share.
    • They currently have a P/E of 13.89 and an EPS of 2.27.
    • Last quarter they reported a 40% increase in gross profit as well as 5% increase in net sales.
    • Debt seems to be being gradually payed down since 2018.

    Looking at the 10-k report for Q2, they reported that their main revenue sources are

    1. Fresh and Value added products
    2. Bananas
    3. Other products and business (poultry, freight services, etc.)

    They also reported that they saw increases in pineapples sales in all regions which helped increase their net sales .

    When I look at the forecast for the banana market and pineapple market, it seems like it is going up year over year (So I assume this helps with future profit to the company).

    My question is, given the fundamentals of this company as well as the current trends in eating ( i.e. healthier eating, dieting, plant based diets, etc.) , would FDP be a good buy or am I missing something in the bigger picture?

    submitted by /u/Ysuihanki
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    Too soon to invest in hydroponic agriculture?

    Posted: 28 Aug 2021 01:46 PM PDT

    With the variability of the climate and seeing how flooding/drought has impacted farmlands in recent years you would think there would be a pivot to more controlled ecosystems implementing virtual grow houses and hydroponics. It certainly has to be the future of agriculture if we intend to continue to expect our fresh foods to be available year round.

    My question is, who is in this business right now? I've skimmed the web searching for companies that are currently vested in the business of hydroponic agriculture and seem to only come up with private entities.

    submitted by /u/Rick_Mexler
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    DOCUsign stock: Good long term hold or just a pandemic beneficiary?

    Posted: 28 Aug 2021 12:31 AM PDT

    I have been looking at DOCU performance, which has been stellar this past year : 139%.

    Revenues have also been growing strong, roughly > 40% over the last 5 years and they have a 70%+ gross margin.

    In a paperless world, their features will be in strong demand but I'm unsure if they are a long term hold because

    a) Don't understand what moat they have - isnt Adobe doing the same thing?

    b) They haven't turned a net profit ever I think so FCF is debatable.

    submitted by /u/Test-Ing2K
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    Microsoft vs Facebook

    Posted: 27 Aug 2021 08:25 PM PDT

    As the title suggests, which stock do you think has more upside in the next 3-5 years?

    I'm holding Microsoft but I'm thinking of making a switch to Facebook due to its higher revenue and profitability growth. The only thing that worries me slightly is the regulatory risk for Facebook. Also, Microsoft is pretty stretched in its valuation in my opinion.

    submitted by /u/AlE833
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    Invest in GOOGL and GOOG or pick one of the two?

    Posted: 28 Aug 2021 01:19 PM PDT

    I'm curious to see what everyone's thoughts are on this. Would I be better off investing an equal amount of money into GOOGL and GOOG stock or would I be better off investing in only one of the two? They both have extremely similar trends and the only difference I came across was with voting rights which I don't care about. I've seen so many past articles and posts talking about picking between the two, but why not pick both? Would there be any disadvantage or risk with this?

    submitted by /u/SolemnWolf123
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    Coffee stocks

    Posted: 28 Aug 2021 09:35 AM PDT

    Hi everyone I'm new to stocks and am a slow builder in my portfolio. 20 bucks here and there believe it or not. I like to invest a little here in there in things I know people buy a lot of on leisurely occasions besides alcohol since I don't drink. Anyone know of any good coffee stocks on the up and up that aren't Starb or other major chains? Also what are some things I should look out for in September for good things I should be looking into thanks.

    submitted by /u/Whereas_Dull
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    Does this work the way I think it works in my head?

    Posted: 28 Aug 2021 06:21 AM PDT

    Pretty new to investing but had a shower thought. I've never read or studied stocks or investing so if this is completely normal and what everyone does, just call me an idiot.

    Assume for this scenario stocks only go up. If I invest 10k in a company, and pull out my initial 10k when the stock goes up and leave the "house money" to ride out, and then put my initial 10k into another stock, pull out again when it goes up, and repeat this process over and over, do I pay short term gains tax at all If I leave all of the house money in the stocks until a year passes? My assumption is you only get taxed on your realized gains, but if I always only sell that original 10k, I've never actually made a profit yet. Is this a right way of thinking?

    submitted by /u/jonsnuuuuuu
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    I started a finance news aggregate site called Macrohint.com

    Posted: 28 Aug 2021 02:12 PM PDT

    Hey r/stocks

    I started a financial and economic news aggregate site (updated daily). The home page is the news aggregation portion and there's a blog page where I have posts about the market(s), economy, and specific stocks too.

    The website is Macrohint.com

    I also have a page on the site called "follow the money" where I compile private jet travel information and connect the dots (or try to) on why those companies or businesspeople are traveling to where they are (as it specifically relates to their company or business). It's mainly an attempt to track big money and even try to get ahead of mergers and other big corporate actions.

    There's also a newsletter function where when you sign up, it'll update you when I make a new blog post (nothing more than that).

    I would really appreciate if you checked out the website and give me any feedback. What do you like and dislike about the site? How could it be better?

    Thank you very much!

    submitted by /u/mike-charlie-lima
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    Chancing volatility

    Posted: 28 Aug 2021 10:15 AM PDT

    Has anyone here found a decent strategy for selling puts after a stock explodes and pulls back? I have been looking at put premiums for $SPT and extremely out of the money puts are prices very high for 17 sep. I was wondering if anyone has found this as a viable strategy? Selling OOTM cash covered puts on the meme stocks when they go moon and right after they pull back.

    submitted by /u/Mysterious----
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    Covid results of Amarin's drug this Sun Aug 29th at ESC Congress

    Posted: 28 Aug 2021 05:33 AM PDT

    Results from the clinical trial(Prepare-IT) of ($AMRN) Amarin's drug Vascepa will be presented this coming Sunday(Aug 29th) at ESC Congress(European Society of Cardiology). In the late breaking COVID results. Could be a game changer for hospital treatment of COVID. Only time will tell.

    The only time to trade (if you are so inclined) after the news breaks, but before US premaket/US open on Monday, would be the Frankfurt market. GLTA

    https://www.boerse-frankfurt.de/equity/amarin-corp-plc-adr

    FYI: $PFE has already shown interest by promoting Vascepa in Canada Link

    FYI: $PFE you ain't getting my shares until it hits $35.

    submitted by /u/stillness0072
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    Timing the market best for a bear market?

    Posted: 28 Aug 2021 04:29 AM PDT

    Timing is bad for a bull market as stocks continue to climb. Time in>timing.

    However for a bear market, wouldn't timing be better?

    You can't predict the bottom but the longer you stay on the sidelines (within reason) the less likely one would lose MORE money jumping in following the idea of "time in the market>timing the market" as stocks continue to plummet.

    I look forward to hearing the discussion of this idea.

    *IMPORTANT CLARIFYING EDIT (most are misunderstanding the premise of the question)*: The premise of this post assumes a hypothetical scenario in which one is IN a bear market already (same thing as we know we are in a bull market now), NOT timing when the bear market happens.

    submitted by /u/asdfgghk
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    Global Electrification Plays

    Posted: 28 Aug 2021 07:48 AM PDT

    Good Morning Everyone. As the world moves from internal combustion engines and coal power plants towards EV's and renewable resources, I'm curious what your long term plays are for pioneering companies in this arena. I feel if there is one sector that will grow exponentially it would be this one.

    submitted by /u/wagman551
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    Buying an ADR vs the stock itself?

    Posted: 28 Aug 2021 07:11 AM PDT

    I've been combing the internet but can't find a conclusive answer. I'm considering a stock for a company based in France. The online trading platform I use lets me buy either the stock itself or the ADR. I'm trying to figure out what makes sense.

    I'm not the most financially savvy guy but I know the basics of an ADR. Some financial institution holds the actual stock and you buy the rights to it. So you have less problems with the currency exchange and liquidity. On the flip side, if the dividends are subject to some tax in the country of origin, that gets applied and you get less.

    That's as much as I know but I'm trying to figure out if there's something I'm missing. France is like the 6th largest economy and I don't think there will be much issue buying the stock directly or being able to sell it. Especially in the modest amount I'm working with. I'm curious if there is some tax implication I'm missing when it comes time to sell given its in a foreign country. I have stock with a company based in Denmark and haven't had an issue but also haven't sold.

    Would appreciate any advice.

    submitted by /u/MrFunktasticc
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    For those with some same stocks across multiple brokerages - how do you make timely trades across brokerages?

    Posted: 28 Aug 2021 08:32 AM PDT

    Let's say you have 200 shares of "$StockX" at TD Ameritrade, 50 shares of the same stock on Webull, and another 80 shares of that same stock on Interactive Brokers. Based on the price action for the day on that stock, you decide to either buy more shares on all your accounts on sell some % of them across all your accounts.

    How do you all who fall have accounts on multiple brokerages that hold the same stock manage to make timely trades across brokerages?

    submitted by /u/Necessary-Helpful
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