Daily General Discussion and spitballin thread - September 06, 2021 Investing |
- Daily General Discussion and spitballin thread - September 06, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. September 06, 2021
- Am I wrong for chasing dividends in my scenario?
- Morningstar ETF Rating System Analysis
- My top tech stocks to watch that pays dividends
- How do angel investors in non-tech companies (like Shark Tank) get a return on their investment?
- Dividend stocks vs growth stocks for long time horizon
- Neonode, 54m$ Mcap owns 50% of a court case against APPLE and SAMSUNG with infringment on roughly 4 000 000 000 products.
- Am I holding to much money on the sidelines?
- My take on the market in general right now
| Daily General Discussion and spitballin thread - September 06, 2021 Posted: 06 Sep 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. September 06, 2021 Posted: 06 Sep 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]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Am I wrong for chasing dividends in my scenario? Posted: 05 Sep 2021 11:37 AM PDT I am 34 and married. Combined we make $140k. We have a 1 year old entering daycare and another kid on the way. Daycare is $1000+ per kid, if you are unaware. We currently take $100/week out of our paycheck to invest in stocks. Realistically, we won't increase this for at least 5 years, with daycare costing what it does. It's possible we will have to reduce it. I have approximately $28k across about a dozen stocks at the moment. All pay at least a 3% dividend and IMO have limited downside in the long term. Dividends pay me about $1375 per year at this point. My thought process is, these dividend payments will keep money flowing into my brokerage account and allow me to keep reinforcing my existing positions and opening new ones without having to sell off any positions. It's nice knowing that even if I have to reduce contributions to the brokerage account from our paychecks, I will still be generating some money to invest further with. Thoughts on this? [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Morningstar ETF Rating System Analysis Posted: 05 Sep 2021 07:09 PM PDT I have recently been interested in Morningstar's ETF rating system which has been a popular tool used for ranking ETFs and i wanted to do an experiment or judging of sorts on this system because picking the correct ETF for long term investing and sustainability is extremely important especially with compounded growth, dividend reinvestment, and the fact that most people can not the spend the time I did and usually can just spend a little time looking at articles or have to listen to financial advisors for ETF recommendation which may not always be the best idea considering not all of your financial advisors incentives are/will be aligned with yours. I have personal experience with this considering my father who has cash that needs to be invested in his 401k and also my grandparents which are aiming for sustainability in their portfolio allowing for them not to worry too much about their withdrawal percentage each year. To start it off, You are able to check on Morningstar to see all of their 5 star ratings on ETFs which have varying risk return ratios I have done the arduous task of narrowing down and categorizing these ETFs in their sector both identified by Morningstar and by different preferences. In my first wave of narrowing, I searched up each ETF and looked at the 5 year price history, other analyst rating available besides Morningstar, dividend yields (relative to expectation and ETF type), Morningstar risk/return ratings, and long term sector/industry outlook for the respective ETFs. From the about 140 5-star ETFs rated by Morningstar, only 91 remain from the previous criteria mentioned. I then categorized the remaining 91 ETFs into their categories for comparison between sector ETFs to find which are the best picks: Benchmarks: SPY DIA QQQ IWB IWM VTSAX Capital Allocation Funds: AGOX High Bond (Similar) Funds: ANGL FALN FDHY FLHY FMI HYDB LKOR LQDI MCEF Inflation Protected Bond Funds: LQDI LTPZ Innovation ETFS: ARKK ARKG ARKW KARS Commodities Broad Basket Funds: BCD COM Small Cap (Broad) Funds: CALF ROSC Mid Cap (Broad) Funds: FLQM VO XMVK Large Cap (Broad) Funds: CHGX ESG FCTR FNDX IWL IWY NTSX OEF QLC RWL SCHX VSL VV MGC Dividend/Income (Broad) Funds: DFND DGRO DIVO DLN HNDL PCEF SCHD Globally Diversified Funds: DGT ESGG IOO IQDY SDG Natural Resource Funds: EBLU FIW PHO RTM Consumer Discretionary and Staples Funds: FDIS VCR IYK Foreign Country Funds: FLTW FNDF HSCZ IQLT TLTD Financial Industry Tracking Funds: IAI RYF Technology (Broad) Funds: IBUY IHI PSI SMH SOXX VGT NASDAQ Funds: ONEQ PKW RDVY S&P Funds: XLG XDIV Real Estate (Broad) Funds: INDS SRVR XLRE Industrial Sector Funds: IYJ PRN RGI Socially, Environmentally and Self Aware stock tracking Funds: NACP SUSA WOMN I may do a second part to this where analyze each ETF in each industry or in each ETF type more thoroughly especially for the categories labeled "(broad)" and may give my own rating on ETFs I find interesting since some of the large cap, dividend, NASDAQ, and S&P are doing strategies such as futures contracts or covered calls which differ from the standard equity etf found in these sectors. After this second part I will or someone would If they like to create a final comparison between the final narrowed down portfolio and the benchmark category I created. Thank you for your time. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| My top tech stocks to watch that pays dividends Posted: 05 Sep 2021 08:37 AM PDT My top tech stocks watchlist that pays dividends:
My buying criteria is PE less than 20, Payout less than 80%, Dividend growth year at least 1 year, CAGR for 5 years higher than 3%, YOY revenue growth higher than 0%. Source: my own spreadsheet and seekingalpha.com [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| How do angel investors in non-tech companies (like Shark Tank) get a return on their investment? Posted: 05 Sep 2021 03:01 PM PDT Investors in tech startups tend to prefer in companies with a hope of an exit or an IPO. And when that happens, the investor can hope to sell of his stock. But what about non-tech angel investors, like those in the Shark Tank? A business for selling salsa online or a franchise for sushi restaurants are not likely to have an exit or an IPO. So how do the investors ever get their money back? I can understand the equity may appreciate as the business grows, but how and and when will it ever materialize into cash? Do they at some point start collecting a share of the profits per their equity stake? Cause most of these business are very reluctant to take money out of the business since they want to reinvest and grow. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Dividend stocks vs growth stocks for long time horizon Posted: 06 Sep 2021 02:26 AM PDT I've recently seen a post in this sub that details someone chasing dividends, he was then criticized for not investing in growth stocks given his time horizon. What's, in your opinion, the correct thing to do? I saw some comments suggest keeping some dividends but concentrating the majority of their portfolio on growth stocks and in my opinion this seems like a good combination. I also saw someone saying that dividends in general are useless because of taxes, and how the dividend takes value out of the stock. Also, some people say you should hold dividends in tax deferred accounts and that only the actual return matters. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 06 Sep 2021 12:52 AM PDT Neonode a 54m$ Mcap owns 50% of a court case against APPLE and SAMSUNG with infringment on roughly 4 000 000 000 products. 1 dollar/unit would give #NEON 173$ per share - closed yesterday @ 5,17 How is this possible and what are the odds? Neonode owns the patent to the swipe technology and launched the first touchscreen phone in 2002. The phone had small success at the time and the company changed focus. In the great patent war between #AAPL and #SMSN 2016 Samsung overturned a huge verdict based on patent invalidity. From the ruling: Samsung presented two prior art references, the NeoNode N1 Quickstart Guide ("Neonode") from 2004 and a video and paper by Plaisant that were presented at a computer-human-interactivity conference in 1992. "We reverse the judgment of infringement and no invalidity because the asserted claim of the '721 patent would have been obvious in light of Neonode and Plaisant. New management in Neonode contacted IP specialists Aequitas in 2019 to se if they had a case against Apple and Samsung. In 2020 they filed suit for IP Infringment on patent 993 and 879 Samsung and Apple joined suit and challanged the patent in sept 2020 in IPR - this process will either nullify the patent or give the Neonode side a huge win. They used the same tacticts as samsung aginst apple - Prior art in other patents. The IPR Board agreed on one patent 993 - the Patent is up for discussion. 879 stands! To be made unvalid on grounds of earlier patents A/S argues: Combination of Hisatomi / Ren or Hansen / Gillespie Hisatomi 2002-02-20 Ren 2000/09 Hansen 1998-10-13 GIllespi 2002-04-17 Neonode have invention date 2002-12-19.It turns out have Neon had an ace up their sleeve. Yesterday Neonode filed for discovery in Sweden and questioning of the inventor Magnus Goertz. They searched for the originals of 3 documents already in their posseion all proving the invention took place around May 2001. This kills Apple/Samsungs prior art argument and makes the Patent stand on merit. And for the trial and Jury in texas they want another document: The signed licensdeal with samsung from 2005 that samsung never paid.All documentation from discussion about licensing with APPLE from 2005-2010 These documents will prove the value of the technology in 2005 - probably higher then 1 $ per unit? They will also prove without doubt that Apple and Samsung knew about the infringment IF IPR stands their will be a Jury trial in Texas for Judge Allan albright or settlement How do you think a Jury would react to the licensing deal? Or samsungs defence against apple that the patent is owned på Neonode and NOT paying them a cent? The optics of this case is spectacular and the risk reward extreme.Neonode is a company now producing touchless touch for elevators and kiosks. It is just ramping up after corona and probably will turn from loss to profit in 2022. The client list include NEC and Schindler. The court case described above is a FREE OPTION at the current value... (Source: https://threader.app/thread/1433683270487658530) [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Am I holding to much money on the sidelines? Posted: 05 Sep 2021 10:45 PM PDT I used to be a meme stonker, made quite a bit from GME, BB, and CLOV. I decided to move to ETF's to stop me from having my heart exploding every other day. However, I keep almost the same amount I've invested on the sidelines because I can't stop thinking this market is way to overvalued. I have inflationary fears and a black swan event seems just around the corner. I have a diversified portfolio which I hope will limit my downside in such an event, I'm curious how much you keep on the sidelines. [link] [comments]  | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| My take on the market in general right now Posted: 05 Sep 2021 08:44 PM PDT Macro Background - Low interest rate, high short term growth, low long term growth in general - Pockets of mega trends and companies that ride these mega trends that disrupt whole industries and force change - Macro trends being pulled few years forward which tends to happen after black swan events - Price is more important than valuation and even price becomes more irrelevant as partial shares become mainstream - Largest generation in history with many retail investors with higher conviction, than possibly any time in history mixed with gamification and democratization of financial markets - Supportive central banks with large debts that might make it favorable to keep interest rates lower for longer. Perhaps the beginning of modern monetary theory playing out - Information Age where market participants have their finger in the pulse of the markets more than ever. Could lead to faster mini market cycles followed by fewer and farther in between large long lasting drops. Participants acutely aware of opportunity that arises from large dips historically - Equities becoming part of a companies brand & business model to a point that a company may never have to profit as long as it continues to innovate and disrupt - Investors expect more than profits from company are focused on integrity, sustainability, reputation, innovation [link] [comments]  |
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