Daily General Discussion and Advice Thread - December 23, 2021 Investing |
- Daily General Discussion and Advice Thread - December 23, 2021
- Is inflation good for equities because there are no alternatives for return-seeking cash or is inflation bad for equities because increased costs will eat into profit margins?
- Investing in US stocks from Switzerland
- Why are e-commerce/payments stocks down over the last month?
- US imposes Sanctions on large Potash supplier (Potash prices expected to rally further)
- Realize gains or take on debt?
- Given inflation, what do you think about investing heavily in the commodities index - S&P GSCI?
- ETFs still good investment option in 2021/22?
- Generate 15-17% yearly using IB 1.5% margin and closed end funds
- Investment paid for subscription services?
- Daily General Discussion and Advice Thread - December 22, 2021
- Let’s be real, NFTs most likely won’t be around in years, buut
- Am I missing something, or have the influx of IPOs for COHN not priced in?
- 1 stock to rule them all. So here’s the idea, I’m going to pick one stock to throw some money into & want opinions.
- Question: The SEC is looking at payment to order flow. The question I have is, has there been an increase in retail involvement every time commission prices dropped?
- Does anyone here participate in equity lending programs for passive income? if so can you share your experience.
| Daily General Discussion and Advice Thread - December 23, 2021 Posted: 23 Dec 2021 02:01 AM PST 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! If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments] |
| Posted: 22 Dec 2021 04:20 PM PST What's the overall verdict? I'm sure the answer lies in the middle. Having to pay employees more (at corporations/companies who do attempt to give cost of living raises) and having your entire supply chain cost more is a problem. Can you pass 100% of the inflation-related expenses on to your consumers? I don't know. Sometimes the market goes up, up, up and the advice passed around here is "billions of dollars need return! bonds too low, inflation good!" Then the market goes down and we get news articles about fears of inflation. Inflation is here. We're like 38% higher than we were on 02/14/2020 (right before COVID crash) on the S&P. $337 -> $467 on SPY. Far more than the typical 7-10% we see touted around these forums. It hasn't caused the market to stop climbing yet. [link] [comments] |
| Investing in US stocks from Switzerland Posted: 23 Dec 2021 02:01 AM PST Hi. I'm sorry if this is not the appropriate place for such questions. I am relatively new as far as stocks, ETFs, etc. are concerned. I live in Switzerland and have an account with a Swiss trading company. Now I want to invest in stocks like Paypal & Microsoft (US stock market). Furthermore I am interested in the ETFs VOO & VTI which are also from the USA. These positions are open for purchase in the platform in which I am registered. However, I wonder if I will have problems regarding taxes if I invest money in these positions. The platform itself does not give any answer regarding taxes. Will I be liable to pay taxes in the USA? Will IRS come after me? Can anyone help me with this? Would it cause any problems or can I invest without any worries? [link] [comments] |
| Why are e-commerce/payments stocks down over the last month? Posted: 22 Dec 2021 06:49 PM PST As the title reads, does anyone have any thoughts as to why are e-commerce/payments stocks (such as Square, Shopify, Paypal, Mercadolibre, Sea Ltd., Lightspeed etc.) are down ~30% since mid-November? The Nasdaq has pretty much been flat over the same period. Do you think this is a buying opportunity, or there is more pain to come? [link] [comments] |
| US imposes Sanctions on large Potash supplier (Potash prices expected to rally further) Posted: 22 Dec 2021 03:15 AM PST Potash crucial nutrient for crops BPC (Belarus Potash Company) is the worlds second largest potash producer. Prices for Potash already at 13 year high Worlds largest supplier of Potash is Nutrien Ltd in Canada, they are expected to offset some of the supply needed. Nutriens (NTR) stock price closed up 3.5% on sanction news. Could been an issue of food inflation across the globe. Companies producing potash should have very strong financial years. A sector to certainly keep an eye on. I don't hold any Nutrien stock. https://www.reuters.com/article/belarus-politics-potash-idCAL8N2ST2XA [link] [comments] |
| Realize gains or take on debt? Posted: 22 Dec 2021 02:35 PM PST I understand this might be a highly situational question. If you are in a position where you have unrealized gains and equity in real estate, which of these approaches makes more sense? You could sell stock and then owe taxes on the gains, or you could take out more debt against your real estate and pay interest, but no taxes. In fact you might get tax benefits from higher interest payments. You could even then sell your stock in a DCA fashion, if needed, to cover the extra payments but with a lower tax burden. [link] [comments] |
| Given inflation, what do you think about investing heavily in the commodities index - S&P GSCI? Posted: 23 Dec 2021 12:37 AM PST So my own take on things is that inflation is much higher than expected, much less transient than expected, and the Fed in its current constellation is proposing little more than immaterial rate hike that will have a negligible impact on inflation. Given my perception (and I could be totally wrong, but let's take this for a given) that the entire equities market is hyperinflated, and even so-called "safe stocks" like big-tech are immensely overvalued, and that since the real rate hikes have not yet happened because no one (JPOW, Biden) wants to be the one that deflates the asset bubble by doing the necessary, that bonds will not provide any interesting investment for the time to come, but commodity prices seem to be skycorrected, and as I understand it, they are a good tradition hedge against inflation. But I am thinking not of hedging, but rather using this as a principal core of investment, until the rates are reasonable. Can I get any feedback on this thought? Pros and cons? Other alternatives? One that I can think of personally, is that I'm not sure a basket of all commodities is best, since as I understand it, some commodities like Gas and Oil in an inflationary context will drop massively along with the drop in consumption - so maybe Basic Necessity commodities? Not sure, really... [link] [comments] |
| ETFs still good investment option in 2021/22? Posted: 22 Dec 2021 03:59 AM PST I get my building loan contract payed out and I wanted to invest it, since I don't need the money right now (I already saved up my emergency fund of ~4x my monthly income). The last time I informed myself about investment options I found ETFs to be the right investment option for me. - I'm planning to hold the money for >10 years - Cryptocurrency is way too risky for my purposes - I don't want to actively manage a stock portfolio since I don't know too much about the current market situation and am too lazy to do research on performance etc. - ETFs are liquid so if I have huge financial struggles and already spent my emergency fund I can still sell them - they don't come with much of an extra fee like actively managed funds Are these points still valid? Or are there other investment options I should look into? Furthermore I'd like to invest in SRI ETFs out of social and ecological values, do those perform around the same as conventional ETFs (I don't care if they just slightly underperform). Thank you all! [link] [comments] |
| Generate 15-17% yearly using IB 1.5% margin and closed end funds Posted: 22 Dec 2021 08:29 PM PST Hello all, I had the idea to borrow money from Interactive Brokers at 1.5% interest and invest in closed end funds like PDI which is yielding 10%. I would pocket the difference. After taxes I estimate I would clear between 5-7% free profit. Risks would be if PDI cut the dividend which I deem fairly unlikely or my prinicpal going down in value. This I estimate would be the biggest risk as it could force me to sell my PDI at an inopportune time if I got a margin call. I would have to manage the position. Another risk would be IB raising the interest rates on using their margin which I deem fairly likely in a rising interest rate environment. Are there any other risks I'm missing? I'm thinking of doing this with 10% of my portfolio and if it works out, increasing over time. Please tell me if this is too risky or a dumb idea. Thanks! [link] [comments] |
| Investment paid for subscription services? Posted: 22 Dec 2021 03:26 AM PST I'm curious to hear what paid for subscription everyone uses? I've seen the likes of Barons, Motley Fool, Seeking Alpha…… Are they worth it for investment ideas? I am keen to hear everyone's thoughts on these as I want to get more into long term investments rather than the short term trades I have been doing. I had a subscription to IBD once and they have their IBD list of recommended stocks which is great to follow. Any thoughts on this ? [link] [comments] |
| Daily General Discussion and Advice Thread - December 22, 2021 Posted: 22 Dec 2021 02:01 AM PST 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! 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] |
| Let’s be real, NFTs most likely won’t be around in years, buut Posted: 23 Dec 2021 12:53 AM PST But if I'm being real, I definitely think we're gonna see a huge spike in there value soon. The hype is getting bigger and bigger and if your smart you won't be left with the bags. My question to the smart people when it comes to investing (kinda this sub) is do you guys think we still have further to go? I believe NFTs will hit a new high in the coming years just like crypto and then you had some coins die and others continue to rise. I'm only posting here to see if my logic here is someone sound. I don't wanna be the skeptic again who said "crypto is a scam" and then be mad when it popped. With that being said, is anyone here buying it? If so where are you buying and what king of NFTs are you buying? [link] [comments] |
| Am I missing something, or have the influx of IPOs for COHN not priced in? Posted: 22 Dec 2021 08:41 AM PST I've been researching companies, specifically smaller ones because I have money that I'm willing to risk for better potential gains. While researching, I came across Cohen & Co. Ignoring the extremely low PE ratio (They are a financial institution that deals with SPACs so maybe this is the reason), I noticed that, in the last quarter, they have helped with a significant number of IPOs, far more than any other quarter. Estimating a 7% commission (This was the norm I've been told), it looks to me like they could pull in ~$170 million in revenue, blowing their whole 2020 earnings out of the water. The fact that their stock price shows no reflection of this makes me question exactly what I've missed here. Is there anything amiss with the earnings that I've missed? One thing I noticed is that they are still losing money on their positions in Shift and Metromile, but from their page, their investment in Swift seems to be via a Convertible Note and most of the fall for Metromile was seen in the last quarter, and following losses should be easily offset by the IPO revenue. [link] [comments] |
| Posted: 22 Dec 2021 04:11 PM PST Alright people of the internet. I have a yolo question. If you had $15K to buy one stock and one stock only to buy and hold for the foreseeable future what would it be? Here are the details. I have a bit of money and am thinking of throwing it into one stock, and a fun investment. I know lots of people will answer the S&P or a total market fund etc. but I already have those. I'm looking for one stock to buy as a big bet and hold onto. So any suggestions? I would also welcome answers from those of you who have some experience, maybe you did this once 10 years ago and know what it's like to ride the waves over the years. Anyways thanks for all the input internet people. [link] [comments] |
| Posted: 22 Dec 2021 09:30 AM PST I am having an argument and I cannot find any evidence to support my position. I believe that the lower price in the 90's spurred larger retail involvement and then again in the 2010s at free spurred larger involvement. The person arguing against this is saying that the drop in commission had nothing to do with it, the fact that the market was making money was what spurred the larger involvement of retail traders. I'm curious what people think about this? [link] [comments] |
| Posted: 22 Dec 2021 07:20 AM PST I just recently learn that you can generate passive income from lending out your equity. I'm a long term DCA/buy once investor so I think this is perfect for me. However I do not have experience in this. Looking around the various brokerage it looks like ameritrade only offers this to their IRA accounts. Is this true? Looks like charles swab and e-trade also have this. What are you thoughts and experience with this? Is this safe and how has your experience been like. I feel like a dummy for holding to all more stocks for may be over 10 years without realizing that I can actually generate some revenue from this as well. Thank you in advance. [link] [comments] |
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