Stocks - r/Stocks Daily Discussion Wednesday - Jan 12, 2022 |
- r/Stocks Daily Discussion Wednesday - Jan 12, 2022
- Inflation rises 7% over the past year to the highest level since 1982
- Why do all the best stock traders go into politics?
- Axios: White House braces for brutal inflation report
- What am I not understanding?
- If you're going to pick stocks, you need a venture capital mindset
- Here is a Market Recap for today Tuesday, January 11, 2022
- Bed Bath & Beyond (BBBY) Stock Gains in Pre Market on Insider Buying
- Is Uranium a good long-term investment?
- How would you Invest 100k right now?
- These UBS Comments Sent Baidu (BIDU) Stock Higher Today
- Rising interest rates? Remember the long-term trend.
- Dutch Brothers Coffee+ (BROS)
- [Communications] Choosing between AT&T and Verizon
- Anyone eyeing Curiosity Stream? CURI$
- Pfizer collaborating with beam therapeutics
- The Metaverse Debate
- any under the radar small to mid-cap companies that you think will do well over the next 5, 10, 20, years?
- I’m wondering something about buying a stock
- How's This Portfolio and Allocation?
- Thoughts on a portfolio based mainly on Projected 5-Yr EPS Growth?
- How do I screen for stocks properly
- Words of wisdom from Jim Chanos
| r/Stocks Daily Discussion Wednesday - Jan 12, 2022 Posted: 12 Jan 2022 02:30 AM PST 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] | ||||||||||||||||||||
| Inflation rises 7% over the past year to the highest level since 1982 Posted: 12 Jan 2022 05:33 AM PST The consumer price index for December 2021 was expected to increase 7% from a year ago, according to economists surveyed by Dow Jones. Inflation rises 7% over the past year to the highest level since 1982 The consumer price index, a gauge that measures costs across dozens of items, increased 7%, according to the department's Bureau of Labor Statistics. On a monthly basis, CPI increased 0.5%. Economists surveyed by Dow Jones had been expecting the measure to increase 7% on an annual basis and 0.4% from November. The annual move was the fastest increase since June 1982. Excluding food and energy prices, so-called core CPI increased 5.5% year over year and 0.6% from the previous month. That compared to estimates of 5.4% and 0.5%. Credit to CNBC and Jeff Cox:https://www.cnbc.com/2022/01/12/cpi-december-2021-.html [link] [comments] | ||||||||||||||||||||
| Why do all the best stock traders go into politics? Posted: 12 Jan 2022 04:57 AM PST I just can't fathom it. They're so good at trading stocks. I mean look! They outperform SPY, which 99% of Hedge Funds (filled with 'genius' investors) fail to do. If I was that good, I wouldn't go into politics. That's for sure. [link] [comments] | ||||||||||||||||||||
| Axios: White House braces for brutal inflation report Posted: 11 Jan 2022 05:42 PM PST https://www.yahoo.com/now/white-house-braces-brutal-inflation-012747187.html The White House is bracing for another bad report Wednesday on inflation — but now expects it to slow down by the end of the year, administration officials tell Axios. Why it matters: The Biden administration had been labeling price hikes as "transitory." By publicly warning the Consumer Price Index December reading shows inflation will linger through 2022, officials are trying to temper public expectations and minimize the bad-news blow. [link] [comments] | ||||||||||||||||||||
| Posted: 11 Jan 2022 12:19 PM PST
Yet SP500 is near ATH. I'm no economist, but that doesn't make a bit of sense. My market confidence is quickly eroding. Anecdotally I've ordered 22 vehicles at work, we're told to expect them in 1.5 years. Local stores (walmart, target, etc) are closing to try to restock. Nearly everywhere is short staffed and trying to hire. [link] [comments] | ||||||||||||||||||||
| If you're going to pick stocks, you need a venture capital mindset Posted: 12 Jan 2022 05:10 AM PST We've all heard the warnings, "don't pick individual stocks, just buy a broad market index fund." But I enjoy picking stocks, I like researching companies and speculating on the future. So, I decided to dig deeper into the rationale behind this advice to understand how I might make stock picking work. In a 2018 study, Hendrik Bessembinder posed the question "Do Stocks Outperform Treasury Bills?" Bessembinder looked at all common stocks in the Center for Research in Security Prices database from 1926 to 2016, and compared their returns against one-month Treasury bills, the capitalization‐weighted average return, and the equal‐weighted average return. Common Stock Returns at Various Horizons
From the study, we see that only 51.6% of stocks held for a year beat the return of a one-month T-bill! Furthermore, only 26.1% of stocks held for their entire lifetime beat the equal-weighted return. The odds are not stacked in your favour. Picking stocks at random is very likely to underperform an index over the long-term. You're probably not even going to beat short-dated Treasuries. If one is going to pick stocks, how does one overcome these odds? I found this part of the study particularly revealing:
Therefore I conclude, to be a successful stock picker one must think like a venture capitalist. But how does one embody this mindset? How does venture investing work? That's beyond the scope of this post, it's something I want to investigate in future. But I think this article is a good place to start:
In future, I want to explore the venture capital approach in detail because I'm convinced it's the key to being a successful stock picker. I am not a financial advisor, please make your own judgements. [link] [comments] | ||||||||||||||||||||
| Here is a Market Recap for today Tuesday, January 11, 2022 Posted: 11 Jan 2022 01:25 PM PST PsychoMarket Recap - Tuesday, January 11, 2022 After one of the wildest days I've experienced in the market, stocks carried on yesterday's momentum, with all three major indexes advancing as market participants digested new testimony from Federal Reserve Chair Jerome Powell. Markets Today
During his confirmation hearing before Congress, Powell said the US economy was healthy enough to support a reduction in the accommodative monetary policy that has propped up the markets for the last two years. This means putting an end to quantitative easing and raising the interest rate. He said, "As we move through this year … if things develop as expected, we'll be normalizing policy, meaning we're going to end our asset purchases in March, meaning we'll be raising rates over the course of the year. At some point perhaps later this year we will start to allow the balance sheet to run off, and that's just the road to normalizing policy." Powell reiterated that the Central Bank was prepared to act if the pace of inflation does not begin to moderate in the coming months. He said, "If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will." Powell said the moves are in response to an economy with a strong labor market, with an unemployment rate of 3.9% in December, but elevated inflation. Powell said, "What that [the unemployment rate coupled with elevated inflation] is really telling us is that the economy no longer needs or wants the very highly accommodative policies that we've had in place to deal with the pandemic and its aftermath. We're really just going to be moving over the course of this year to a policy that is closer to normal. But it's a long road to normal from where we are." The Fed's most potent tool remains interest rates, which the central bank has pinned to zero since the depths of the pandemic. Raising interest rates could address higher demand by making it more expensive to borrow. However, higher borrowing costs would not do much to address supply-side constraints and shipping bottlenecks that are greatly contributing to the rise in prices. Powell said, "We can affect the demand side, we can't affect the supply side. But this really is a combination of the two." Meanwhile, the 10-year Treasury yield, which reached a yearly higher at 1.8% yesterday, came down after Powell's speech, hovering at 1.741% at the time of writing. Steven Wieting, Global Chief Investment Strategist at Citigroup, said "We're seeing across the board a re-rating of what the Federal Reserve will do. The likelihood is very clear that the Fed will succeed in sinking inflation. That is going to happen one way or the other and we are just trying to gather how actively the Fed will be doing that." Regarding interest rate hikes, JP Morgan CEO Jamie Dimon said he sees the Fed passing four rate hikes next year, one more than the currently telegraphed three. Speaking to CNBC, Dimon said, "It's possible that inflation is worse than people think. I, personally, would be surprised if it's just four increases this year. Four would be very easy for the economy to absorb." Looking ahead, the Bureau of Labor Statistics is set to release December's Consumer Price Index Friday, which is currently expected to show a 7.0% jump in year-over-year prices, the largest jump since 1982. This could also spark more volatility. Moreover, at the end of the week, big financial institutions, including JP Morgan (JPM), Blackrock (BLK), Citigroup, and Wells Fargo (WFC) will earnings Friday morning before the opening bell. Highlights
"I find that the harder I work, the more luck I seem to have." -Thomas Jefferson [link] [comments] | ||||||||||||||||||||
| Bed Bath & Beyond (BBBY) Stock Gains in Pre Market on Insider Buying Posted: 12 Jan 2022 05:35 AM PST CFO, EVPs, Director, all buying shares below $14 https://www.streetinsider.com/Hot+Insider+Trades/Bed+Bath+%26+Beyond+%28BBBY%29+Stock+Gains+in+Pre+Market+on+Insider+Buying/19451903.html [link] [comments] | ||||||||||||||||||||
| Is Uranium a good long-term investment? Posted: 11 Jan 2022 02:20 PM PST Title, basically. I'm pretty new to investing, and I heard some good things about uranium as a potentially undervalued investment. Information on it is pretty lacking, however- it seems like there was an attempt at a squeeze of it in September 2021, and it's remained somewhat steady since then. The news seems to suggest that a lot of places (China, India, EU) are making big nuclear investments. If nuclear is a good call, what are the best stocks to invest in for profit long-term? [link] [comments] | ||||||||||||||||||||
| How would you Invest 100k right now? Posted: 11 Jan 2022 09:38 AM PST A close family relative recently asked me about investing and how i would invest 100k in stock. However i dont have too much knowledge on the stock market and mostly keep up with it out of pure Interest and dont invest alot of money myself, therefore my knowledge is very limited. We mainly want to focus on stocks and ETF's. [link] [comments] | ||||||||||||||||||||
| These UBS Comments Sent Baidu (BIDU) Stock Higher Today Posted: 12 Jan 2022 06:42 AM PST UBS analyst Wei Xiong reiterated a Buy rating and raised the price target on Baidu (NASDAQ: BIDU) to $230.00 per share from the prior $220.00. The analyst believes Baidu offers "one of the best long-term risk/rewards" in the bank's research coverage. [link] [comments] | ||||||||||||||||||||
| Rising interest rates? Remember the long-term trend. Posted: 11 Jan 2022 11:33 PM PST 700 years of falling interest rates. This paper reconstructs global real interest rates on an annual basis going back to the 14th century, covering 78% of advanced economy GDP over time. Across successive monetary and fiscal regimes, and a variety of asset classes, real interest rates have...a trend decline between 0.6–1.6 basis points per annum . [link] [comments] | ||||||||||||||||||||
| Posted: 11 Jan 2022 09:51 PM PST Dutch Brothers Coffee (BROS) IPO'd in Sep 2021, opening in low $20s. It moved up into the $70s & since has traded down into the $40s. They operate Stand Alone Kiosk's offering Coffee, Energy, & various other custom drinks, all via Drive Thru. The Co has an excellent program to optimize customers Drive Thru service & are focused on "Giving the customer quality service, promptly". This is a quote from Grandson 76, an employee. They currently have some 500+ locations in 11 states & are focused on opening 4,000. BROS anticipates opening 125 stores in 2022 compared to 116 in 2021. Grandson 76 (7th Grandchild, 6th Grandson) works at a BROS Kiosk in Clovis CA. I'm not a coffee, sports drink, etc addict so I've not used it (Never been to a Starbucks either). However, I drive by Vincent's location 1 to 2 times a week, & at various times, & I've NEVER seen the service drive without cars. Never! The stock was mentioned on Fast Money 1/2 Time, 2Dy, by Josh Brown. I will guess and say Josh's commentary 2Dy, 11Jan2022, will cause some interest 2Morrow. Based on Josh's soliloquy, & Grandson Vincent enthusiasm, I've started a position, & am recommending it as a buy. Institutions own 53% of the Co, there's Short Int of 2%, Mthly Options are available. I'm interested in additional info, input. BOL2All, JoeC [link] [comments] | ||||||||||||||||||||
| [Communications] Choosing between AT&T and Verizon Posted: 12 Jan 2022 06:35 AM PST Hello I'm looking to buy into one of these two stocks for a mid term duration (1-5 years) Only thing being I can't decide between the two so should I just split evenly or do you a preference for one company over the other ? Looking forward to your arguments [link] [comments] | ||||||||||||||||||||
| Anyone eyeing Curiosity Stream? CURI$ Posted: 11 Jan 2022 04:29 PM PST This one has been on my list for little over a year and now and I'm starting to think its sitting at a steal of a deal price right now at 5.80, only a 300M market cap. Apparently they have 23M subscribers last year, up 10M from the year before and are expanding into other education platforms like One Day university and Nebula. Beside that they are mostly just trying to grow globaly and connect to foreign markets as well as grow their content from ~3k to ~11k videos. This will take sometime, two years at most before they even become profitable but I believe that this stock is a bit oversold. I understand that they can be viewed as a niche market but I think their efforts towards global expance might be going unnoticed. I think it's also important to point out that a lot of parents are pulling their kids out of public/private school. (Reasons good and bad) and they will be looking else where to fill in the curriculum. Anyway thanks for listening to the rant, let me know what you think about CURI please! [link] [comments] | ||||||||||||||||||||
| Pfizer collaborating with beam therapeutics Posted: 11 Jan 2022 03:56 PM PST According to Pfizer CEO, after their due diligence they chose beam as a future partner to get into the tech. The deal includes some cash upfront with even more after a milestone has been completed. Full news can be read on yahoo finance Haven't seen a post about it yet and so i thought about starting one in order to read other people's opinions. My position is quite small at around half the current stock price [link] [comments] | ||||||||||||||||||||
| Posted: 11 Jan 2022 04:14 PM PST Now obviously this has been a hugely talked about topic in the last few months. It seems as if nearly every person has taken one of two standpoints. Either they believe the concept is a scam, and will lead absolutely no where. The other, believes it is the future, and nearly every aspect of our lives will take place in this virtual world. Can we engage in a meaningful debate over the topic? Both sides make good arguments, however I am here to tell you my side. Take it with a pinch of salt, as I am some nobody on Reddit. I do believe nearly all aspects of our lives will one day take place in the Metaverse. Now what even is the Metaverse? Does one company own it? Is it a combination of all corporations collaborating to create one big virtual world? My prediction is that one, singular company will come out with such an advanced virtual world, they will almost immediately become one of the most valuable companies in the world. However, I do believe they will have the help of a company already capable of designing advanced engines. I strongly believe in the partnership of a game developer and the main creator behind the Metaverse, to solidify their dominance. My guess? Take-Two Interactive (TTWO) will be that game developer. Their game engines are truly unreal, and the most immersive games mankind has ever seen. Combine this with VR, and limitless possibilities/events in the world, and you have just found the key to allowing every person on the planet to virtually live their dreams. I do believe it is too early to tell just who that winner will be. As of now, I believe Meta is best positioned to come out on top, however it will come down to simplicity. Whoever makes the easiest product with the clearest UI, will win. [link] [comments] | ||||||||||||||||||||
| Posted: 11 Jan 2022 02:45 PM PST I started investing with a fidelity youth account in November, here are the companies i have bought so far: AMD 7.9 shares (obviously my favorite) FB 2 shares SQ 4 shares PYPL: 3 shares Net: 3 shares I´m down a bit rn with all the commotion in the markets rn, but I´m holding and buying more of these companies for the next 5, 10, 20 years. i want to buildup a sizeable account that puts me on the right track in university financially wise. as i get older i´ll obviously add the more traditional broad marker ETF´s as my risk tolerance and time horizon change. I´m incredibly tech-heavy and would appreciate any stock tips, especially nontech ones. after googling their wikipedia page, i will try to get through the more relevant parts of their 10k report. at least that´s the plan!. any advice? [link] [comments] | ||||||||||||||||||||
| I’m wondering something about buying a stock Posted: 11 Jan 2022 08:40 PM PST Hello Reddit! I recently got my fidelity account running and I have a question about purchasing stocks that I haven't seen anywhere else on the internet so I decided to ask here. So say a share of a stock is $200, do I need a full $200 to purchase it? Or is there a way I can buy a piece of that stock but for less money? For example when a day is bad for the market if I want to buy a dip in a stock that's basically guaranteed to rise again (say Amazon) do I need to have the full amount of a value of one share to purchase or can I spend less and still gain the value the stock gains over time? As of the time I'm writing this a share of Amazon is $3,300. If I plan on buying any of it must I invest $3,300 or can I spend less? [link] [comments] | ||||||||||||||||||||
| How's This Portfolio and Allocation? Posted: 12 Jan 2022 07:47 AM PST What do you think of this allocation for a us stock portfolio. Probably 15 years from retirement, if that matters. Though I doubt I will be able to afford to. Anyway here ya go. VTI 35% SCHD 25% VO 25% IJR 15% I have some that I put into oil last year but this is what I'm trying to add to on the regular. [link] [comments] | ||||||||||||||||||||
| Thoughts on a portfolio based mainly on Projected 5-Yr EPS Growth? Posted: 12 Jan 2022 07:33 AM PST I'm thinking about ways to clean up and concentrate my portfolio, and I noticed an interesting measurement Morningstar has for large caps: Projected 5-year EPS growth. Finviz has a similar measurement for large and small caps. What drawbacks would there be with a portfolio designed with this as a primary factor? It would obviously be very growth heavy. But even if this growth is already "priced in", it's still going to happen most likely, right? At 30% EPS growth/year, a company's earnings would double in less than 3 years. The main issue seems to be that underperformance on a given quarter would be met more critically in the short term. What do you think? An example of this might look something like: GOOGL, AMD, AXP, DIS, CMG, U, ENPH [link] [comments] | ||||||||||||||||||||
| How do I screen for stocks properly Posted: 12 Jan 2022 07:27 AM PST As the title shows, I need some help getting on the right track. I've been trying to invest for a year, and I'm back where I started in terms of money in. I've got 1/2 of my portfolio in solid companies or ETF that I'll hold which is probably what kept me in the black. But how do you filter out all the noise and screen for growth stocks? [link] [comments] | ||||||||||||||||||||
| Words of wisdom from Jim Chanos Posted: 12 Jan 2022 07:20 AM PST From Terry Smith's latest investor letter:
I think everyone understands the context here: once the economy actually reopens, people will lose interest in speculating on airlines and other shitty businesses and move on to something else. It's the old adage: buy the rumor, sell the news. What is useful to think about however is that the same principle can be extended to any stock that's trading on a strong story and behaves much more like an instrument than a business / company. For example, I would similarly proclaim that the worst thing that can happen to Tesla (stock) is that they actually get to 20 million cars annually. (Just recall how news of Hertz buying 100,000 Teslas added $119 billion to TSLA market cap). Anyway, just a reminder that speculating is OK, but you should know when price and value have become detached and understand what is truly driving the price of a stock. Otherwise you might be in for a rude awakening. [link] [comments] |
| You are subscribed to email updates from Stocks - Investing and trading for all. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment