Stocks - r/Stocks Daily Discussion Wednesday - Nov 03, 2021 |
- r/Stocks Daily Discussion Wednesday - Nov 03, 2021
- I’m about to invest in some copper and lithium stocks
- Cathie Wood’s Ark Buys the DIp in Zillow
- $Z Zillow Is Now Down 25% in a Single Day and at 1-Year Lows, Why Is This Happening and Is This A Buy Opportunity?
- Is there an option to access a US IPO from Europe?
- Rivian IPO any thoughts about buying it?
- Best place to put 1$ for 75% gains?
- Putting ATVI on my watch list
- I can't get the hang of "letting my winners run"
- How to invest in automation
- How do y’all feel about Allbirds (BIRD) going public?
- Peeling Back the Layers on Paysafe (PSFE) Parts 5-7
- A simple game of would you rather…
- Fed to begin taper later this month
- Trivago (TRVG) DD - my first dd!!
- Square’s Cash App opens up to teens ages 13 to 17 with parental oversight
- (11/3) Wednesday's Pre-Market Stock Movers & News
- Fastly crushes earnings
- How to stop trading on emotions
- What does a FED taper do to bond ETFs?
- Chart correlation?
- $PINS - Pinterest Earnings
- How do I expand my knowledge of other sectors?
- What stock do you think is most likely to 10X in the next 5 years?
- Due Dilligence of a French Nuclear Company (building + operating plants) with 69 billion euro revenue (2020)
| r/Stocks Daily Discussion Wednesday - Nov 03, 2021 Posted: 03 Nov 2021 02:30 AM PDT These daily discussions run from Monday to Friday including during our themed posts. Some helpful links:
If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned. Please discuss your portfolios in the Rate My Portfolio sticky.. See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday. [link] [comments]  |
| I’m about to invest in some copper and lithium stocks Posted: 03 Nov 2021 04:23 AM PDT I have been investing in gold and silver. I invested both in stocks and also have some physical (just gold though, I got no silver). It's not really a lot, but I'm thinking of investing in some copper and lithium too. With copper stocks, I'm planning to go for Southern Copper Corporation (SCCO) since they pay a dividend of $2.70 per share. I feel like they are a safe choice to invest in. Also contemplating investing in BHP, There's a lot going on with copper right now, and I know I might be too late on this, but I still want to take a chance on it. Lundin Gold (LUG) is pretty good too. There was a slight slowdown in production in 2020, but they recently announced the production of 108,799 ounces of gold produced in the second quarter of this year. Their production went up by 14% in Ecuador for the third quarter of 2021. I'm looking into Three Valley Copper (TVC) when it comes to explorations. They're on a roll recently, and they just announced that they entered into an agreement for a C$10 million bought deal financing. They will start mining next month or in early 2022 and are expected to have an annual production between 13,000 and 16,000 tonnes of copper cathode by 2023. I haven't thought of any lithium stocks to invest in, so I'm hoping you guys can suggest some. What do you think of my options? [link] [comments]  |
| Cathie Wood’s Ark Buys the DIp in Zillow Posted: 03 Nov 2021 06:05 AM PDT Cathie Wood's flagship exchange-traded fund pounced on a huge slump in Zillow Group Inc. to add more shares of the embattled real estate company. The ARK Innovation ETF (ticker ARKK) bought 288,813 shares of the property firm on Tuesday, according to the daily trading update from Wood's Ark Investment Management. Zillow plunged over 10% on the day after pulling the plug on its tech-powered home-flipping operation Source: Bloomberg [link] [comments]  |
| Posted: 03 Nov 2021 10:56 AM PDT As a company, it seems to be doing okay, several billion dollar market cap, is there a reason to why the stock fell ultra hard today? Is this a great buy opportunity? Only a week ago, if everyone had to make a price target for how low it could go, being now $20 per share cheaper today, isn't it fair to say it's probably hit almost every single person's price target by now? [link] [comments]  |
| Is there an option to access a US IPO from Europe? Posted: 03 Nov 2021 06:49 AM PDT I want to invest in the Rivian IPO next week, but don't I cannot find an option how to do that from Europe (I am from the Netherlands). I checked the major brokers like Interactive Brokers but they don't have access to IPOs. American brokers like Fidelity and Ameritrade provide services only to US residents + have large minimum amount to invest like 200-500k. I also checked with my bank - no, they don't do this service. But I know people from the EU take part in Nasdaq and NYSE IPOs. Am I missing something? Can you please point me the way to dig? Thank you [link] [comments]  |
| Rivian IPO any thoughts about buying it? Posted: 03 Nov 2021 08:12 AM PDT Rivian is supposed to float their IPO sometime in the next couple of days. Do you think that Amazon will go big on buying their EV vehicles? Amazon is a 20% owner of this company. I would assume that they would buy as many of the vehicles if they were commercially viable since they invested in the company. Any thoughts? [link] [comments]  |
| Best place to put 1$ for 75% gains? Posted: 03 Nov 2021 01:14 PM PDT So I came across a stray dollar while walking my dog and I was wondering if anyone has anyone good stocks that go up 75% in a day? If I get 75% right now I can pull out and buy a Totinos pizza to feed me and my dog :D. I can also do 1$ if anyone has any suggestions, thanks! [link] [comments]  |
| Posted: 03 Nov 2021 10:14 AM PDT Taking a serious look at buying ATVI some time in the next month or so. 1) Could be a beneficiary of tax loss selling. The stock is one of the worst performers of 2021, now down 27% on the year. That means investors will look to sell stocks like this one as we approach the end of the year for tax loss purposes. That also means the stock could see a nice rebound early in 2022 as new investors look for good companies on sale, and previous investors look to re-invest after clearing the wash sale 30 days. 2) It's down another 15% on earnings today despite pretty decent numbers because of the announced delays in the release of Overwatch 2 and Diablo IV. Assuming customers still buy those games when they are released, those are sales delayed not sales lost. That positions the company pretty well for a rebound next year. The drop this year has brought the valuation down to a very attractive level when compared to competitors: P/E of 23 and P/S of 7 compared to 60 and 7 for EA and 32/6 for TTWO. [link] [comments]  |
| I can't get the hang of "letting my winners run" Posted: 02 Nov 2021 11:54 PM PDT I honestly am so crosseyed from this strategy. I am a value and technical investor and swing trader. Most of my holds are between 6 months - 3 years. I always look for value and solid technical setups on pullbacks and rarely chase ATH's. I like to invest in growth stories. If I let my winners run and even average up, they turn negative and end up becoming giant bags. (QS, CGC, WISH, AMWL, BODY, TDOC, BB, FNMA, IQ, TME, NAT) Then I just look to break even... ...but then when I do or if I cut my losses early, stocks go on to 10-25x rampage! (NIO, CAR, DFS, CPE, RRC, TLRY, DKNG, DSX, CRSP, AVAV, IRBT, LRN, NEGG, AHPI, AMRK, CLNE, LAC, SPWR, JKS the list goes on...) I'm obviously missing something really basic here. Should I switch my buy and sell buttons because literally that is the only thing that makes sense right now. Please someone explain this to me like I'm 5. [link] [comments]  |
| Posted: 03 Nov 2021 06:37 AM PDT So amid the ongoing worker shortage, what seems to be the beginning of more widespread strikes, and an increase in the cost of labor, it seems inevitable to me that companies will explore automating their processes. This was a trend I anticipated even before COVID as technology advanced and higher wages seemed inevitable, in combination with the fact that American labor is already much more expensive than in other countries. My question is twofold A. Do you anticipate companies will respond in this way? And if they do, are the cost, complexity of tasks, and current state of the technology such that companies actually can switch to automating tasks? B. If the answer is yes for both, which public companies are best positioned to grow the most as a result of these trends? I found this list that seems to answer this question, but I'm unfamiliar with the website, and some on the list, like GE, do so many other things that I don't anticipate a substantial increase in demand for automation would have a big impact on their stock price. I'm inclined to go with MKS instruments because they have the smallest market cap (so gains are likely to be larger in percentage terms) and because they seem to focus on automation. [link] [comments]  |
| How do y’all feel about Allbirds (BIRD) going public? Posted: 03 Nov 2021 12:43 PM PDT Any thoughts? I absolutely love their shoes. I think they have additional apparel, too? Given it's an apparel retailer, I'm not really sure what that means for future, potential growth? I ask, as I'm not currently invested in any clothing/apparel companies. Any insight would be greatly appreciated. Thank you. [link] [comments]  |
| Peeling Back the Layers on Paysafe (PSFE) Parts 5-7 Posted: 03 Nov 2021 07:54 AM PDT Here are Parts 5 - 7 of an article addressing the main bear arguments on Paysafe. Parts 1- 4 covered Paysafe's outlook on growth, debt, and profit as well as available float. I recommend starting with the introduction in Part 1 (Growth), and following the links from there if still interested. 5. Blackstone GroupMany have blamed PSFE's price decline on insider selling by pointing to Blackstone Group's most recent 13F filings indicating a 23% reduction of their position. However, cross-referencing that 13F and the most recent SEC filing with Paysafe's March 31 20F (p.124) shows that Blackstone holds the exact same number of shares as they did at the time of merger: 123.7 million shares. It's true, private equity lockups expired months ago and the 13F appears to show a sale of 37 million shares between Q1 and Q2. BUT, to believe that they sold those shares then you'd also have to believe that they BOUGHT 37 million shares (a half billion dollar stake) in Q1, PRIOR to their payout from merger, and then immediately turned around and sold that exact same amount of shares for a SIGNIFICANT loss, just after merger. Seems like quite a stretch. When asked directly about Blackstone's 13F and whether they'd sold shares, Paysafe's investor relations responded, "That swing in the 13F position was an issue with the 13F filing, but I see how that was confusing. It was not reflective of any actual open market selling of Paysafe stock." Make of it what you will, but there's no denying that the most recent records show that Blackstone still holds the same number of shares as they did per the original deal structure. The same is true of CVC. Other factors to consider about Blackstone's stake:
6. Insider OwnershipBears have argued that lack of insider ownership is a red flag but on top of the large stake held by board members, Blackstone and CVC, Paysafe's share registration confirms this argument is another non-starter:
7. CompetitionBears like to claim that a large competitor will eat Paysafe's lunch, but it's hard to ignore the fact that Paysafe is the one now encroaching on the North American market. Along with expanding in iGaming, they're initiating their US launch of digital wallets Skrill and Neteller, with higher limits and real-time pay-in/pay-out, which they say "fills a gap in the U.S. market." Some theorize that Paysafe's competitive threat is the reason it's being shorted, so as to inhibit the company's ability to raise capital for further acquisitions, or to prime them for a buyout. But the company has leverage to spare and, when asked directly about a buyout, the CEO was very clear that they are not interested. Speculation aside, bears who claim Paysafe will lose to competitors generally ignore how large, established, specialized and diversified Paysafe is in the global marketplace. With its focus on niche verticals, Paysafe is the undisputed leader in iGaming; it owns the second largest digital wallet in the world; it is #4 globally in integrated payment processing; it does over $100 billion in volume; it is used in 120 countries, and it is so good at multi-jurisdictional regulatory monitoring and risk management that other payment processors often use them as a middle man for transactions. This last point is a key differentiator for Paysafe. CEO McHugh: "Because it's complicated, the risk and regulatory management in payments and gaming at a global scale is not something that's easy to copy." He further notes, "We can de-risk some transactions where the market has abandoned many of these players…we bring millions of consumers into the ecosystem." Paysafe's regulatory expertise enables them to innovate and enhance their moat with new risk-management solutions in different industries like their recently developed travel safeguarding model. It's also a major reason why most iGaming operators use Paysafe's award winning platform (which, like any good pick and shovel play, makes them immune to the lack of brand loyalty among sports bettors who tend to migrate between iGaming operators). Often embedded behind the scenes so that customers don't know they are using it, Paysafe offers a trusted payment gateway that so effectively mitigates transaction liability that it is commonly used as a hidden partner. They work with MasterCard, Visa, Fiserv, WorldPay(US DraftKings), Apple Pay, Google Pay, PayPal, Sightline, REPAY, Intellipay, and a host of others. Paysafe is also behind the roll-out of the award winning Coinbase/Visa card. In most cases it would take years of significant investment for others to match Paysafe's level of monitoring, risk management and underwriting. It's often easier for a "competitor" to just give them a cut of the take. CEO McHugh notes, "That's where we get broader and deeper take rates over time. We process with Worldpay and have a capability with Fiserv as well, so we do multi-processor there." And Danny Chazonoff, COO, adds, "In Europe, we are the acquirer of record, so we have a principal membership with Visa and MasterCard. What that brings for us is the ability to do our own underwriting without any intervention at all from an acquiring bank." Rather than competing directly with other payment processors, Paysafe's angle is to quietly work with everyone. This is partly why Bill Foley describes Paysafe as "ubiquitous. It's just everywhere." Having cited a potential $58 trillion total addressable market, rather than competing in the general retail space, they focus on drilling down in "hard to do, hard to copy" niche verticals. CEO McHugh: "That's why we like the deep verticals as opposed to trying to go head to head in the more general retail space which is more susceptible to scale economics." Through its emerging Unity Platform, Paysafe is also differentiating itself with a single cloud-based payment gateway that synthesizes a large suite of interconnected products and payment rails:
As the CEO points out, "Merchants just want sales regardless of payment method…There are very few competitors that can compete with us across all of the products…we continue to see the combination of our eCommerce gateway, digital wallets, online banking, and eCash solutions as a true differentiator in the market…The company that can synthesize that onto one platform will do very well." Reviews:While on the topic of competition, Bears who apparently aren't aware of Paysafe's award winning consumer products like Paysafecard and Skrill, often point to an odd Trustpilot 1.9/5 star rating of nondescript "Paysafe" with only 287 reviews. Meanwhile, they ignore Trustpilot ratings of Paysafe's actual consumer-facing products like:
By contrast, Trustpilot rates competitors:
Note: This is not to bash competitors, but to point out how the bear argument is essentially meaningless. To be fair, those competing platforms get much better Apple mobile app reviews but, even there, Paysafe's digital wallet Skrill gets a respectable, 4.4 out of 5 stars with 7.2K ratings. And at GooglePlay, their Paysafecard gets 4.3/5 stars with over 103K reviews. For a link to the next part go to Part 1. [link] [comments]  |
| A simple game of would you rather… Posted: 03 Nov 2021 07:53 AM PDT What's up y'all, new to investing, and I have a Roth IRA and 401(k) cooking for me already, but want to dip my toes into retail investing. I have a freed-up $250 ready to drop into something, and have been eyeing the following stocks: $SOFI, $MELI, $NVDA, $CRWD, $UPST, $MSFT and $AMD. If you had to choose one of these stocks, which would it be? You don't have to elaborate on why or why not, but it would be appreciated! Thanks! [link] [comments]  |
| Fed to begin taper later this month Posted: 03 Nov 2021 01:06 PM PDT Source: The Federal Reserve on Wednesday said it would start slowing its pace of asset purchases, the first step in paring back its COVID-era easy money policies. "In light of the substantial further progress the economy has made toward the committee's goals since last December, the Committee decided to begin reducing the monthly pace of its net asset purchases," the policy-setting Federal Open Market Committee said in its updated policy statement Wednesday. Since the depths of the pandemic, the central bank has been directly buying U.S. Treasuries and agency mortgage-backed securities to signal its support of the economic recovery. As of now, the Fed is pacing its purchases at a clip of about $120 billion per month. But the Fed said Wednesday it will gradually slow the pace of those purchases by about $15 billion per month, as part of a plan to bring its so-called quantitative easing program to a full stop by the middle of next year. The taper will begin "later this month" and will continue at that $15 billion pace through December, although the FOMC clarified it could change the pace of taper as needed. The Committee judges that similar reductions in the pace of net asset purchases will likely be appropriate each month, but it is prepared to adjust the pace of purchases if warranted by changes in the economic outlook," the FOMC statement reads. The FOMC still maintained short-term interest rates at near zero. The decision on rates and taper was unanimous. The Fed statement continued to double down on its view that high inflation readings will prove to be "transitory," noting that "supply and demand imbalances related to the pandemic and the reopening of the economy have contributed to sizable price increases in some sectors." Anticipation for a Fed taper has ramped up discussion over the policy-setting Federal Open Market Committee's next steps: raising interest rates. Fed officials have made it clear that the timing of taper has no direct implications for the timing of raising short-term borrowing costs from the current setting of near zero. But markets appear to be getting ahead of the Fed. As Powell and other Fed officials all but signaled that taper was coming, bets on interest rates reflected expectations for a more hawkish cycle of Fed rate hikes through 2022. Headed into Wednesday afternoon's announcement, Fed funds futures contracts priced in a strong chance that the central bank will have hiked rates at least three times by the end of 2022. Those expectations ratcheted up in the four weeks leading up to the Fed's taper announcement. The central bank's next policy-setting announcement is scheduled to take place Dec. 14 and 15. Still, Fed officials have emphasized the need to close the jobs shortfall of 5 million workers (compared to pre-pandemic levels), policymakers have insisted that near-zero interest rates should still support employment as it tapers. "I do think it's time to taper, and I don't think it's time to raise rates," said Federal Reserve Chairman Jerome Powell on Oct. 22. In his press conference, Powell could field questions about whether or not the Fed's tapering plans are connected to future interest rate hikes. But Powell will also likely face questions regarding the central bank's ongoing trading scandal, as well as Powell's own updates on whether or not he's in consideration for another term as Fed chairman. [link] [comments]  |
| Trivago (TRVG) DD - my first dd!! Posted: 03 Nov 2021 08:10 AM PDT This is my first DD, so please be kind! I bought into Trivago last year at about $3, since then it's dropped to $2.5. I was brand new to investing and thought hey maybe the travel sector is a good idea, it's bound to come back after the pandemic and hit new highs. Admittedly, trivago didn't have a lot going for them - I think they were pulling losses even before the pandemic hit tbh. HOWEVER, for some reason I believed they could come back from it, and maybe a good comeback from the pandemic could save them. Finally over the last couple of months, and with their most recent Q3 earnings report, things seem to be looking up for them and I feel good about my decision to buy when I did! Firstly I'll talk about their Q3 earnings report. On November 1st they reported earnings of EUR0.02 per share and a net income of 5.53 mill, compared to the previous year where they reported a loss of 0.01 per share and a 2.31 mill loss in net income. Their 3 month revenue more than doubled to 138.6 million, that's 8 million more than analysts predicted. will this growth continue? Yes I think so. As for future prospects, Trivago have announced two big partnerships this year - TUI Group and HUAWEI. In April this year they announced partnership with TUI, allowing them to offer access to 55,000 excursions, activities and attractions to US, UK, Russia & 11 European countries. This partnership moves them from being just a hotel booking site, to a travel site worthy of competing with the likes of trip advisor, Airbnb and Expedia. Just a couple of weeks ago they announced their partnership with HUAWEI, giving them access to HUAWEI's 580 million monthly users on their app gallery and as a feature on their 'petal search' search engine and 'petal maps'. Trivago CEO is predicting travel to be pre-pandemic levels by spring/summer 2022. In my opinion spring is a bit optimistic. We're facing another winter with coronavirus which is very unpredictable, however, summer could be reachable. Overall, business travel has been increasing and this has always made up a large percentage of Trivago's customer base. It's expected that there will be a further increase of between 30-40% in business travel in 2022, which would again positively impact Trivago. HOWEVER, there is unfortunately a negative. Recently Trivago was taken to Australian courts and is facing a $90 million fine for misleading consumers by prioritising deals from their highest paid advertisers, instead of giving the best deals as they claim to. I'm not sure how much this will impact them to be honest. I think with everything else looking so positive for them, it's something they can get past. What is everyone's opinion on Trivago? Buy, hold, sell? I have faith in some good returns next year, so I will be holding. Thanks for reading! How did I do on my first DD!? [link] [comments]  |
| Square’s Cash App opens up to teens ages 13 to 17 with parental oversight Posted: 03 Nov 2021 01:30 PM PDT Amid a growing number of banking apps aimed at teens, Square Inc.'s Cash App today is broadening its reach by making its payments app available to younger teens between the ages of 13 and 17. Previously, the app required users to be at least 18 years old, like rival Venmo. The company says younger teens will need to get a parent or guardian to authorize their account, but can then begin to send peer-to-peer payments and take delivery of a customized Cash Card, powered by Visa. In addition, teens will be able to send and receive peer-to-peer payments with family and friends, or anyone else on Cash App's network of over 40 million monthly active users. Other features also mirror the existing version of Cash App, including access to spending rewards at top retailers, ATM access with a $2 fee, and support for paycheck direct deposit. This is a good news for square as more people can use cash app. As it competing with venmo, this first move will provide square the opportunity to increase the users loyalty to cash app. Square is still growing revenue at a fast pace and the best fintech stock to own for the next decade. [link] [comments]  |
| (11/3) Wednesday's Pre-Market Stock Movers & News Posted: 03 Nov 2021 05:32 AM PDT Good morning traders and investors of the r/stocks sub! Welcome to Wednesday! Here are your pre-market stock movers & news on this Wednesday, November 3rd, 2021-Dow futures are slightly lower ahead of the Fed decision
STOCK FUTURES CURRENTLY:(CLICK HERE FOR STOCK FUTURES CHARTS!)YESTERDAY'S MARKET MAP:(CLICK HERE FOR YESTERDAY'S MARKET MAP!)TODAY'S MARKET MAP:(CLICK HERE FOR TODAY'S MARKET MAP!)YESTERDAY'S S&P SECTORS:(CLICK HERE FOR YESTERDAY'S S&P SECTORS CHART!)TODAY'S S&P SECTORS:(CLICK HERE FOR TODAY'S S&P SECTORS CHART!)TODAY'S ECONOMIC CALENDAR:(CLICK HERE FOR TODAY'S ECONOMIC CALENDAR!)THIS WEEK'S ECONOMIC CALENDAR:(CLICK HERE FOR THIS WEEK'S ECONOMIC CALENDAR!)THIS WEEK'S UPCOMING IPO'S:(CLICK HERE FOR THIS WEEK'S UPCOMING IPO'S!)THIS WEEK'S EARNINGS CALENDAR:(CLICK HERE FOR THIS WEEK'S EARNINGS CALENDAR!)THIS MORNING'S PRE-MARKET EARNINGS CALENDAR:(CLICK HERE FOR THIS MORNING'S EARNINGS CALENDAR!)EARNINGS RELEASES BEFORE THE OPEN TODAY:(CLICK HERE FOR THIS MORNING'S EARNINGS RELEASES LINK #1!)(CLICK HERE FOR THIS MORNING'S EARNINGS RELEASES LINK #2!)(CLICK HERE FOR THIS MORNING'S EARNINGS RELEASES LINK #3!)EARNINGS RELEASES AFTER THE CLOSE TODAY:(CLICK HERE FOR THIS AFTERNOON'S EARNINGS RELEASES LINK #1!)(CLICK HERE FOR THIS AFTERNOON'S EARNINGS RELEASES LINK #2!)(CLICK HERE FOR THIS AFTERNOON'S EARNINGS RELEASES LINK #3!)(CLICK HERE FOR THIS AFTERNOON'S EARNINGS RELEASES LINK #4!)YESTERDAY'S ANALYST UPGRADES/DOWNGRADES:(CLICK HERE FOR YESTERDAY'S ANALYST UPGRADES/DOWNGRADES LINK #1!)(CLICK HERE FOR YESTERDAY'S ANALYST UPGRADES/DOWNGRADES LINK #2!)(CLICK HERE FOR YESTERDAY'S ANALYST UPGRADES/DOWNGRADES LINK #3!)(CLICK HERE FOR YESTERDAY'S ANALYST UPGRADES/DOWNGRADES LINK #4!)YESTERDAY'S INSIDER TRADING FILINGS:(CLICK HERE FOR YESTERDAY'S INSIDER TRADING FILINGS!)TODAY'S DIVIDEND CALENDAR:(CLICK HERE FOR TODAY'S DIVIDEND CALENDAR LINK!)THIS MORNING'S STOCK NEWS MOVERS:(source: cnbc.com)
FULL DISCLOSURE:
DISCUSS!What's on everyone's radar for today's trading day ahead here at r/stocks? I hope you all have an excellent trading day ahead today on this Wednesday, November 3rd, 2021! :)[link] [comments]  |
| Posted: 03 Nov 2021 01:20 PM PDT Fastly reported Q3 EPS of ($0.11), $0.08 better than the analyst estimate of ($0.19). Revenue for the quarter came in at $87 million versus the consensus estimate of $83.71 million. Q4 and Full-Year 2021 Business Outlook Our 2021 outlook reflects the timing of customer traffic ramping on our platform, anticipated renewals and given our usage based business model, the visibility we have today. Our expected operating profile reflects our continued investment for future growth, along with the impact of the Signal Sciences acquisition. https://finance.yahoo.com/news/fastly-announces-third-quarter-2021-200500559.html [link] [comments]  |
| How to stop trading on emotions Posted: 03 Nov 2021 01:18 PM PDT Hey everybody, in september i bought several F calls for december and january, ofcourse they turned aganist me pretty quick and i was stuck with 90% loss. I told myself i will hold till end of this month or early dec. Recently F rocketed on earnings, i watched the charts like a hawk, then F stagnated and i got scared that it will go back down again leaving me stuck again, so i sold for about 80% loss. Today i looked at F almost touching $19 mark and took a look on those calls… i would almost be at break even. So how do i stop doing this and believe in my plan that i set up? This is not the first time i did this and i just cant learn from my mistake. [link] [comments]  |
| What does a FED taper do to bond ETFs? Posted: 03 Nov 2021 05:29 AM PDT TLDR: if someone could direct me to a "wiki" on monetary policy and it's direct and implied effects (somewhere between an "ELI5" and PhD level), that's be great. TLDR2: Are BND and TLT too risky right now? I repeatedly read various conflicting news on interest rates, yields, and bonds… but it generally is emphasized—ad nauseam—that bond prices and yields have an inverse correlation. So the premise is the FED will eventually hike rates.
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| Posted: 03 Nov 2021 11:59 AM PDT So I noticed a lot lately and specifically today that the charts for most of my stocks in my portfolio (meme or not) have had very similar patterns both rising and falling. Today in the morning several spiked and hung there and then slowly declined and are currently bouncing back to close to the same levels as a couple hours after opening bell. I've been trading a while but am by no means a professional nor do I give advice to anyone I trade my way you trade yours. I wanted to ask is the just the natural waves of the market or is there possibly a deeper correlation like large firms or retirement funds moving these stocks in similar fashion or am I just looking into it too much. Thanks Kenny. [link] [comments]  |
| Posted: 03 Nov 2021 04:38 AM PDT Hey guys, $PINS is reporting earnings tomorrow and I'm curious to see how some of you are going to play it out. Of course everyone was aware of the news around PayPal acquiring them and in the end it turned out it was just a rumor. Some say that was based on Pinterest's announcement of enabling sellers to upload images and catalogues and offering them directly to an online audience. The expansion into online shopping is what makes Pinterest attractive to PayPal and the other digital payment companies. A number of analysts say they expect the tie-ups within e-commerce/social media companies and digital payment giants to grow in the future. The bad news around PINS is that the co-founder Evan Sharp is stepping down from the company and has sold all of his shares in the month of October. According to Finviz, a number of other insiders has been selling stock recently as well. The other bad news is that Pinterest reported it had lost 42 million active monthly users as we are moving out from the pandemic. So what's your take and where do you see PINS going tomorrow? [link] [comments]  |
| How do I expand my knowledge of other sectors? Posted: 03 Nov 2021 05:06 AM PDT I've mostly limited my investing to consumer sectors and tech. I have a decent baseline understanding of these sectors that's allowed me to research companies more easily. I'm not an expert, but I feel I can form opinions on value and price movement. I know the basics of stock analysis, but obviously it's important to understand the company and its operations. The issue I face with sectors like materials or financials is that I lack that baseline understanding for the most part. I could research the companies, and I've tried, but what I'm reading is like Sumerian to me. What are some good sources, if any exist, to gain a broad understanding of these kinds of sectors? I'm looking for both educational and news sources, to learn fundamentals and keep up with industry trends and movement. [link] [comments]  |
| What stock do you think is most likely to 10X in the next 5 years? Posted: 02 Nov 2021 09:40 PM PDT Say you're given $1000 and 5 years to invest it. You can only keep the money you're given if your investment grows by 1,000%. You can choose a single stock in this scenario. Which stock traded on the major exchanges (no OTC) would be your choice? I think my choice would be Lending Club ($LC). Could see them becoming a competitor to SoFi/traditional banks and they currently trade at a much lower market cap. [link] [comments]  |
| Posted: 03 Nov 2021 10:10 AM PDT market cap: 40 billion euro yearly revenue (average of last 5 years): 70.03 billion euros yearly profits (average of last 5 years): 2.04 EDF is a partly state owned electricity company in France. Their main energy source: nuclear power. 90 % of their capacity is nuclear. They got a nuclear generation capacity of 61 GW. Normally nuclear is used as a base load and at full capacity. Since nuclear makes up almost all of the french electric energy supply they got a lot more capacity than they usually used to be able to react to peak demands. Their capacity factor was usually in the 70 % range , worldwide it is 93 % on average. EU carbon prices hit 60€/t. 0.572 kg CO2 are emitted per kWh for gas power plants, coal is even much worse. So it costs 0.034 € (0.000572 t* 60 €/t = 0.034 €) just to emit the Carbon for gas power. The existing EDF reactors operate at a Levelized Cost of Electricity (LCOE) of 0.03 € per kWh (35.15 $ per MWh page 59 in the linked pdf). As you can see on page 57 of the linked paper: for coal and gas plants fuel costs and Carbon costs make up more than 50 % of their overall costs. For nuclear it is less than a third, so operating nuclear at very high capacity makes a lot of economical sense. Keep in mind that some electricity companies bought co2 certificates for years in advance. The cherry on the cake: Germany will close 3 of its 6 remaining nuclear power plants at the 1st January 2022. So another 5.5 % Germanys electricity production will be gone. The last 3 nuclear power plants will close till 2023. bull case:
383.95 TWh *15 %(*100/70) = 82,27 TWh of additional power sold 8,27 *10^7 MWh * 40 €/MWh = 3.28 billion dollars bear cases:
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