Daily General Discussion and spitballin thread - October 29, 2021 Investing |
- Daily General Discussion and spitballin thread - October 29, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. October 29, 2021
- FB & the Metaverse... Time to Sell?
- AMZN has another bad quarter
- Thematic and Ideas Based Investing: Part 2
- How Volvo Cars IPO today could lead to a huge rally for GGPI (Polestar)
- Thematic and Ideas based Investing
- What typically happens to a stock that goes from being listed "over the counter" to the NASDAQ?
- Market capitalization of anything and everything
- $ET- Energy Transfer: BULL Case with $18.5 PT and Analyst ratings of “Strong Buy” with overall 95% buy rating
- I bonds VS bond fund performance.
- What is the point of investing in a hedge fund?
- What market in general is most likely for great 5 year gains?
- PSA: Fidelity uses FIFO tax algorithm by default, however you can switch it. Reading this can save you some big bucks if you're with Fidelity.
- Ways to diverse your portfolio
- "November is going to be live" - Mohammed El Erian. Tapering starts November (basically worldwide), how will the markets react?
- Daily General Discussion and spitballin thread - October 28, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. October 28, 2021
- What is your guy's opinion on TSMC?
- Reckoning a Mutual Fund Components
- What else can I DCA to my portfolio?
- Company Stock Compensation
- Intel Core i5-12600K CPU Up To 50% Faster Than Ryzen 5 5600X, Blows Away The Rocket Lake Core i9-11900K Flagship In Leaked Benchmarks
- Thinking of putting money into a few REITs as an inflation hedge - thoughts?
- US Durable Goods Orders Fall in September
- What are your thoughts on diversification and asset management?
- Wash sale question in regards to holding period
| Daily General Discussion and spitballin thread - October 29, 2021 Posted: 29 Oct 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. October 29, 2021 Posted: 29 Oct 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]  |
| FB & the Metaverse... Time to Sell? Posted: 28 Oct 2021 12:57 PM PDT Seems to me that this re branding and Metaverse hype is really just an attempt to drive attention away from the recent confirmation that FB is actually horrible for our societies. Trying to keep the stock buoyed while deflecting. I've never been a heavy user of FB, always found it creepy, but I bought the IPO and bough more when it dropped to the $20 level. Been holding since. Now, I'm thinking of selling. It's been a good run for FB but their user base isn't growing with younger people and frankly I'm not sure I want to be invested in a company that is so blatantly bad for humanity. FB is on the verge of becoming like Philip Morris and listening to Zuch today... (he's just so insincere & unlikable) it's clear that neither he or FB is interested in addressing the issues. Not to mention the Metaverse is 10y out. I'm disappointed in this company and to quote Kramer (ya, I know) re. the recent FB news "This time just feels different." [link] [comments]  |
| Posted: 28 Oct 2021 01:32 PM PDT EPS miss, revenue miss, higher costs expected due to labor and it's down almost $200 after ER. I'm getting tempted to reduce my exposure to AMZN, my biggest holding and over the last year a huge underperformer. It's been great to me but it's been stuck in this range forever, and seems more likely to exit the bottom of the range than top. Also, the company has had 0 good news since Bezos left. Starting to feel like I own Sears in the 50's. [link] [comments]  |
| Thematic and Ideas Based Investing: Part 2 Posted: 29 Oct 2021 02:27 AM PDT Hi all, My post yesterday (here) seemed to generate a fair bit of interest and thought I'd share some things that I thought could be of interest back to you all to say thank you! For a bit of background, I am a research analyst at Morgan Stanley and previously have worked as a buy-side equity analyst at JPM Asset Management and Lazard Asset Management. Though I was covering a specific sector (retail/luxury/e-commerce), part of the job spec meant creating baskets based on ideas for professional clients. For example, I would create a basket of c20 stocks that we thought was the best way to play the 'reopening post pandemic' or 'the luxury boom in China'. Often the purpose of this was so that clients who are very generalist can get exposure to macro themes or ideas without having to do the individual stock work which is very time consuming. I always thought this kind of product may be of interest to retail investors. I.e. you can construct a portfolio with a handful of baskets based on the themes you want to play at the time. For example, as an investor, you might be a data analyst at Google and believe that data is going to transform the world and no one knows it yet... how do you play that trend in the markets? It's hard right! I'm sharing some of the types of things we used to put together at Morgan Stanley here: - The next FAANGS (here) Here's one from UBS that's more just a collection of top ideas (here) Just to also share, thought I'd attach JPM Ams latest guide to the markets (here) If you guys are interested, I want to keep contributing thematic baskets and ideas, written up much better than those above^ if there's enough interest? You guys have been here since I got my first job to where I am now so would love to share and help the community in any way! Thanks NB/ I'm fully aware of the pitfalls and challenges of thematic investing (just a few here), but my hunch is that it could be interesting to investors who want to have some control but don't want to pick individual stocks due to time/effort constraints. [link] [comments]  |
| How Volvo Cars IPO today could lead to a huge rally for GGPI (Polestar) Posted: 28 Oct 2021 05:02 PM PDT Today Volvo Cars will IPO on the swedish market and a whopping +250,000 swedes have requested to be a part of the IPO, this is insane considering Sweden is a small country with only 10 million people in total, and if you exclude people under 18 who can't buy stocks, then the number of people that have requested to be a part of a single companies IPO in the country becomes even crazier. Sweden's biggest pension funds from AP, and Sweden's most famous technology funds from Swedbank will also officially be a part of the IPO. And these are only requests because shares are not guaranteed. There will be a free float of 17,9%, and there's a high probability that everybody won't get the shares they've requested, which could cause for huge demand on opening day. Considering the huge demand that exists right now and the fact that not everybody will be granted shares, there's a good chance that this could lead to GGPI rallying today. GGPI is a Spac that has an official agreement to merge with Polestar in the near future. Polestar is an electric vehicle company with a revenue of over a billion and has already delivered 20,000 cars as of October this year. Polestar's cars have been received very well by independent reviewers and are usually ranked high on the lists of the greatest electric vehicles ever produced in the world today. Volvo Cars owns 49% of Polestar. If Volvo Cars opens strongly today and their IPO does good, there's a huge chance that people who have missed out on buying Volvo's stock, or people who want to be a part of Volvo's future will run towards Polestar and buy GGPI which will cause it to rally. TL;DR If Volvo Cars does well today on IPO day, there's a huge chance that Volvo owned Polestar will rally today too, which is the spac 'GGPI' that has an official agreement to merge with Polestar. [link] [comments]  |
| Thematic and Ideas based Investing Posted: 28 Oct 2021 07:37 AM PDT Hey guys, I've been looking into managing my money on a more thematic basis. By that I mean investing in 'ideas' as opposed to individual stocks. From my understanding it seems like there's a lot of products out their for mutual funds/ETFs and a lot for individual stock pickers. Was wondering if there's anything out there, platform wise, for thematic or ideas based investing in the middle ground? I've noticed a large number of brokers have started getting on this trend. E.G Morgan Stanley now have a dedicated thematic research desk and I know a lot of asset managers offer themstic funds but I'd like to build them out myself based on ideas but don't want to go through the hassle of finding the individual stocks. One use case might be that I want exposure to China's burgeoning middle class as a theme or perhaps stocks stood to benefit from the recent UK budget announcement etc. All help is much appreciated! Thank you! [link] [comments]  |
| What typically happens to a stock that goes from being listed "over the counter" to the NASDAQ? Posted: 28 Oct 2021 03:17 PM PDT So I currently hold shares of Hertz (HTZZ) which is listed "over the counter". They are poised to be listed on the NASDAQ in the next few weeks/months. Any idea what historically happens to the pricing when a stock goes from OTC to being listed on a major exchange? I decided to go big into Hertz with a 2,000 share purchase worth about $54,000 since I have reason to believe that they will become a major player in the future autonomous transportation as a service market. I didn't realize until today that they were listed "over the counter" and what that meant. Is there any data on what happens to the value of shares of companies typically when they go from OTC to a public exchange? [link] [comments]  |
| Market capitalization of anything and everything Posted: 28 Oct 2021 06:50 PM PDT Market capitalization is important in investing in anything. We value companies, such as Apple, by their market capitalization; they're a "$2.52 trillion" company. It's simple math: share price (how much it costs to buy a single share of ownership) * number of shares. This concept also applies to beanie babies, currencies, and more. Market capitalization is an instantaneous calculation. If 10 people own a share of $1 stock, they have a market cap of $10. If 1 of the 10 sells a share for $5, the market cap is now $50. So, through one transaction, the market cap was raised by $40. As you approach investing, whether it is real estate, stocks, bonds, NFTs, currencies, artwork, whatever it may be, consider market capitalization. Consider how a single transaction, or a string of a few transactions can move the value of items. When you're valuing an investment, understand why it trades at the price it trades. What value may a future investor see in this product? To make money, you must sell at some point. If you never sell an investment (assuming you're not renting, leasing the ownership, or being rewarded for owning it), you never make money. [link] [comments]  |
| Posted: 28 Oct 2021 02:14 PM PDT Energy Transfer LP provides natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities and gathering systems and deliver the natural gas to industrial end-users and other pipelines. Reasons why this stock can see significant upward move.
Key accomplishments and current developments: Operational
Strategic
Financial
[link] [comments]  |
| I bonds VS bond fund performance. Posted: 28 Oct 2021 12:44 PM PDT I'm having a hard time figuring out the performance of TreasuryDirect Series I Savings Bonds ( I Bonds) vs a bond fund such as Vanguard BND. Say like the growth of $10,000 dollars over a 10 or 20 year period. Is there an ETF that tracks closely with I bonds? Like TIPS? Trying to decide what would be the better return on investment. I could create some kind of spreadsheet but I'm sure there is an easy answer. [link] [comments]  |
| What is the point of investing in a hedge fund? Posted: 28 Oct 2021 06:05 PM PDT What is the point of investing in a hedge fund? ( I am aware the average person can't invest in a hedge fund) Do hedge funds have any sort of advantage over, let's say, index funds? How many hedge funds beat the market on a consistent basis? Last time I checked, most of them didn't. Why deal with the expense ratio and fees when you pick and choose your own stocks and investments? Also, don't hedge funds have to abide weird regulations and the like? Wouldn't that be a disadvantage when it comes to investing? I'd love to hear your thoughts down below. Share them down in the comment section! [link] [comments]  |
| What market in general is most likely for great 5 year gains? Posted: 28 Oct 2021 05:49 PM PDT Whether you express this as an ETF or take chances with companie(s) you're certain will end up on-top of a growing industry, what industry or market in general do you see as very likely to succeed and succeed in growing their stock significantly above interest. For example, many who hold cannabis ETFs are expecting great growth if cannabis is legalized nationally in the US. What are some solid ideas that professionals agree on? [link] [comments]  |
| Posted: 27 Oct 2021 05:42 AM PDT I was curious what disposal method fidelity was using for my transactions so I asked the robot assistant if fidelity uses first in first out method for shares, which means the first shares of a stock you owned are the ones that it sells, which doesn't necessarily end up with you paying the lowest amount of taxes which is, to me, about the only thing someone would care about with this sort of deal. So what I did was switched to a new algorithm they have, called tax sensitive, which figures out what share or shares you would have to sell in order to have the lowest hit on your taxes owed. I'm not a big trader but I do rebalance my asset allocation a few times a year. It's under accounts and trade, update accounts and features, and the cost basis option on the left will guide you to all the choices you have. EDIT: IF on PC its under account features, brokerage and trading, then cost basis. [link] [comments]  |
| Ways to diverse your portfolio Posted: 28 Oct 2021 06:34 PM PDT What are ways you are diversifying your investment portfolios? I'm currently sitting on about 11k in my Roth with 80% held in mutual funds and about 20% in etfs , I wanna stay within the Roth IRA system. I don't think I can buy crypto in my Roth IRA , if anyone knows that can they message me, but even still . What are ways you can diversify your portfolio even more within a Roth IRA , I wanna broaden the reach a little so that way it grabs more in terms of the market and will work for me in the future and really generate me revenue. If anyone has suggestions feel free to message me! [link] [comments]  |
| Posted: 27 Oct 2021 05:52 PM PDT Today the Bank of Canada announced that they are stopping all QE. (Hard stop on Taper) but will keep interest rates as they are until 2022. This is just shy of November 1st. European central Banks are set to make an announcement. And then, the Fed after that. It is expected that the ECB will announce a taper, and maybe increase in rates. Will the tapering of all the key banks make the markets bleed red? Or have these events already been priced in? How about when the Fed raises interest rates? Is there someway that the banks can engage in contractionary monetary policy (while Government engage in contractions fiscal policies (raising taxes)) without their being some MAJOR correction in the markets? ----- [link] [comments]  |
| Daily General Discussion and spitballin thread - October 28, 2021 Posted: 28 Oct 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. October 28, 2021 Posted: 28 Oct 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]  |
| What is your guy's opinion on TSMC? Posted: 27 Oct 2021 07:25 PM PDT I don't own much of it and have an avg of $113, but I was thinking with the rise of nvidia and amd, tsmc future should look absolutely insane, since those companies need fabs, which tsmc is by far and away the best. Despite that and it's p/e ratio 28.60, the stock has been trading flat since it cooled down in march this year. Do you guys think it can have a nice bull run within the next few years, or it was just overbought and while it's still a decent long term play, this subs classic stocks, like QQQM, VOO, VTI etc, are just superior at the moment? [link] [comments]  |
| Reckoning a Mutual Fund Components Posted: 28 Oct 2021 04:42 PM PDT I inherited a small IRA and it is invested in Mutual Funds. MAIN QUESTION->>Is there any way to see a chart of all a given mutual funds holdings so it can be reckoned as to what investments are driving the fund going up or down? I am supposing that like any investing endeavor involving a good many individual securities it is likely true that the "winners" or the "losers" wind up driving the performance. [link] [comments]  |
| What else can I DCA to my portfolio? Posted: 27 Oct 2021 02:51 PM PDT Just for some insight: I'm 24, no debt, emergency fund, run my own business that's doing well. So I'm fine with volatility, I've done some DD and I'm comfortable with my risk exposure to my LETFs for at least the next few years. I also DCA everything I buy. Currently my portfolio is •65% $TQQQ & $SPXL split •19% $BTC & $ETH •16% Gold & Silver I do feel like I'm content with my exposure to Leveraged ETFs enough that I don't want to DCA anymore unless there is a significant dip. Until I find something else to diversify with I'm currently trying to increase my Bitcoin sats. I like buying stuff that makes sense, something I can keep buying while I'm in my 20's w/ low overhead so I can reap the benefits in the future. I do believe in the future that we may look back at Bitcoin, ether, gold, s&p500, silver, nasdaq in 2020s and say "wish I held" or "wish I bought". Of course this is my opinion only Not a big fan of REITs currently but I have an open mind. Do you guys think I should just continue to stack what I have, any opinions or advice or experiences would be greatly appreciated. [link] [comments]  |
| Posted: 27 Oct 2021 03:50 PM PDT Hey all, This is really only for my own interest, but how would you go about including compensation (stock) into your overall performance? I'll be working at a company where you can contribute a certain percent of your pay and they match it. My conundrum is that its "free" to me, but then the relative performance is NaN ($0 to $40 isn't... possible). For example, if I got a $10 share and was given $15 worth on top, would my cost basis be $4? How would you go about doing this? Thanks all :) [link] [comments]  |
| Posted: 27 Oct 2021 06:48 AM PDT For all the AMD / Nvidia fanboys, tech specs are here. Cant just endlessly say Intel is terrible.
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| Thinking of putting money into a few REITs as an inflation hedge - thoughts? Posted: 27 Oct 2021 06:38 AM PDT I have a little bit of money (~$40k) that's currently sitting in a checking account, and with inflation being what it is, I'm thinking about putting that into a few REITs. The reason for REITs is that real estate is what I know (I own a few multi-unit residential properties) which makes it easier for me to understand how they make their money, the risks they face, and how they're likely to behave in the coming downturn. I'm specifically staying away from more speculative ones - i.e., no retail space owners, no businesses that just hold mortgages, etc. Just companies that actually own property and collect rent. Simple, easy to follow. The REITs I'm thinking about are:
Thoughts? Is this a good idea? Again, I'm mainly looking for an inflation hedge with a decent dividend paid from FFO (3-5%). Perhaps there are better ones to invest in? Longer term, I'm planning to keep adding around $4k a month, perhaps a little more. [link] [comments]  |
| US Durable Goods Orders Fall in September Posted: 27 Oct 2021 08:42 AM PDT U.S. durable-goods orders fell 0.4% in September, after a 1.3% rise in the prior month, the Commerce Department said Wednesday. Economists surveyed by the Wall Street Journal were expecting a 1% decline. This was the first decline after four straight gains. Orders for defense goods rose sharply in September. Excluding defense, durable goods orders were down 2%. Orders for "core" durable goods – nondefense capital goods orders excluding aircraft – were up 0.8% in September after a 0.5% gain in the prior month. Shipments of core goods rose 1.4%. Much of the weakness was in autos and aircraft. Excluding transportation, durable-goods orders were up 0.4% after an 0.3% gain in August. https://www.marketwatch.com/story/coming-up-durable-goods-orders-for-september-11635336943 [link] [comments]  |
| What are your thoughts on diversification and asset management? Posted: 27 Oct 2021 03:48 PM PDT What are your thoughts on diversification and asset management? (Fund managers) It seems to me most fund managers who seek to beat the market on a consistent basis fail to do so because they refuse to go all in a couple of investments/stocks. They seek to "diversify" their portfolio to prevent risk and other unfortunate things from happening. Is diversification even a good investment strategy anymore? Especially if you are trying to achieve solid returns? It seems to me diversification is problematic and tedious if you aren't looking for stable, low reward returns. How can you manage to pay attention to everything? What are your thoughts on the broader asset management industry? Do you really believe these fund managers have any value? What's the point of utilizing their services if they can't consistently beat the market? I'd love to hear your thoughts down below. I can't wait to hear them. [link] [comments]  |
| Wash sale question in regards to holding period Posted: 27 Oct 2021 10:46 AM PDT Say I've been holding a stock for 6 months, decide to sell it and then buy it back within 30 days which classifies as a wash sale, does the timer reset in regards to the 1 year holding period for long-term gains? Meaning, will I have to hold onto the repurchased stock for another year to classify any new realized gains/losses as LT or does the wash sale account for the 6 months of holding prior to the sale? [link] [comments]  |
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