Daily General Discussion and Advice Thread - February 01, 2022 Investing |
- Daily General Discussion and Advice Thread - February 01, 2022
- Bill Ackman and Pershing are up ~$100 million on their Netflix holding
- Contract accepted on 113 acres of land in Texas Hill Country
- Peter Lynch: The Ultimate Guide to Stock Market Investing
- Exactly how risky would it be to invest in 100% SPY LEAPS?
- Alot of earnings this week. Which will surprise the market?
- How can I "benchmark" the data available as I analyze companies?
- Investing in closed end funds
- Backdoor Roth- would it complicate things if I DCA'd throughout the year and have multiple conversions?
- 17 y/o trying to understand how Collateralised PutWrite strategy works practically.
- What under the radar reopening stocks do you like that are never talked about?
- Best way to buy OTC Stocks on the "Expert Market"?
- What do people think of WWE as a stock?
| Daily General Discussion and Advice Thread - February 01, 2022 Posted: 01 Feb 2022 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] |
| Bill Ackman and Pershing are up ~$100 million on their Netflix holding Posted: 31 Jan 2022 02:44 PM PST Since Jan 26th when Ackman tweeted they acquired 3.3 million shares and became a top 20 shareholder, the shares were in the $350-370 range. By that estimate, the firm is up around $100 million if not more as the stock is up about 15-20% from the lows. Quite an incredible performance off that sum of money. Just wanted to post it because I don't see people talking about it anymore how Ackman finessed that play [link] [comments] |
| Contract accepted on 113 acres of land in Texas Hill Country Posted: 31 Jan 2022 04:29 PM PST I'd been looking for more than a year for 50+ acres I'd primarily use for recreation/weekend getaway as well as a long term investment (land prices here have been going nuts), including seasonal leases to other hunters (this land offers year-round hunting). I found it last weekend and I'm under contract! Ag exempt, wildlife exempt, with electric and fiber internet at the maintained county road. Whitetail, axis, hog, javelina and wild turkey. 150 foot elevation differences and views for 30+ miles from the top, which is suitable for a well and building if I wanted. Two parcels (divided by the county road), both with elevation change, 113 acres in total. Taxes under $400/year. Likely to take 60-90 days to close based on title company backlogs. It took a while to find, but now that I've found it I couldn't be more excited! Long term, there are plans for a new Interstate to come in just south of here, making it much more accessible (and increasing the value even more) without having the Interstate actually on/near the land (decreasing its value). [link] [comments] |
| Peter Lynch: The Ultimate Guide to Stock Market Investing Posted: 31 Jan 2022 06:56 PM PST I found this gem on YouTube and wanted to share with you. A refresher for new beginners to seasoned investors alike, this more than 20 year old video from Peter Lynch is still 100% accurate today. If you don't know who Peter Lynch is, he was a fund manager at Fidelity. He managed the Magellan fund that managed average annual return of 29% for more than a decade. Widely known as one of the best investor of all time, in this video he shares his wisdom of the stock market. P.S. If you want to specifically know what to do when marker goes down, go to 10:25 of the video. I highly recommend watching the entire video though. [link] [comments] |
| Exactly how risky would it be to invest in 100% SPY LEAPS? Posted: 31 Jan 2022 03:56 PM PST As someone early in their investing career (age: mid-late 20s), I'm thinking about putting 100% of my money in as many SPY LEAPS contracts as possible with the longest expiry date possible (which is just under 3 years) If SPY is expected to go up in the long term, then my LEAPS on average should also be very profitable. Sure, there might be years where my LEAPS expire worthless due to temporary corrections/flash crashes/bear markets/etc, but then I can just buy more LEAPS during market downturns that will provide out-sized returns as the market recovers balancing out the contracts that expire worthless (maybe even out-performing expired contracts since downside risk is limited with options as compared to just holding 100 shares) Another idea would be to close out contracts a year out before expiry date to limit the risk of contracts expiring worthless and losing value to theta decay. Thoughts? [link] [comments] |
| Alot of earnings this week. Which will surprise the market? Posted: 31 Jan 2022 02:43 PM PST Alot of earning reports this week. Which ones do you think will surprise on the up- or downside? Keep in mind that aside from past revenue and EPS, guidance and company-specific metrics can play a bigger role. Here's a list of some big names that will report earnings this week:
Also, do you think any of those could move the market? [link] [comments] |
| How can I "benchmark" the data available as I analyze companies? Posted: 31 Jan 2022 04:48 PM PST I overwhelmingly invest by buying and holding in index ETFs designed to give me exposure to the investable world. With a small portion of my portfolio I trade options (read mostly sell) as a means of generating income. I prefer to sell against liquid indexes but I do sometimes sell options against single companies. If we can I'd like to avoid a discussion of the convexity of options and the likelihood of me "blowing-up my account" without good risk management. Instead I'd like help with filling in a gap in my market awareness. The longer I do this the more important it is to me that I fundamentally understand these companies. I'm not building a discounted cash flow analysis, but rather looking at numbers and ratios like Free Cash Flow, Price to Earnings, and Price to Earnings Growth. Its easy to come by the information but more importantly I've come to see that I need a benchmark to measure these ratios against. I'm aware that these ratios typically vary between industries and also vary depending on the age or maturity of the business. Can anyone point me to a reference or database of market sector "leaders" that I could benchmark other companies against? Should I just go look at the Dow index? Any help is much appreciated. [link] [comments] |
| Posted: 01 Feb 2022 05:05 AM PST I have been putting quite a bit of my future retirement investments in CEF'S that pay a monthly or quarterly dividends. My goal in eight years is to retire and use these dividends as monthly income. I have been automatically reinvesting the dividends and purchasing more on a weekly basis. Does this sound like a sound plan? I understand that dividends could be cut in half and have accounted for that. [link] [comments] |
| Posted: 01 Feb 2022 04:19 AM PST I can either do a lump sum $6000 contribution but it technically wouldn't be lump sum as I would have to save up a bit and hold cash for a few months before I had enough money to do this. Or I could have say 6 contributions of $1000 each throughout the year but that would mean I would be doing 6 conversions instead of one. This is my first year doing the backdoor so I don't know if that would complicate things come tax time or does it not change anything? Thanks. Basically is it easier, paperwork wise, to hold cash until I have $6000 ready to deploy or should I just DCA in as much as I can afford throughout the year and get that money into the market immediately until I eventually max it out? [link] [comments] |
| 17 y/o trying to understand how Collateralised PutWrite strategy works practically. Posted: 01 Feb 2022 02:48 AM PST Hi all, i am a 17 y/o who isn't trading but is curious about CPW, so if my information and/or financial terminology isn't spot on please forgive me. I have been doing some reading on the strategy and the reports are very sesquipedalian and i cant seem to get a proper grasp on how the strategy actually works. I understand the strategy at a basic level however am not sure how the strategy is practically implemented. If anybody has any experience with using the strategy then i'd love hear how it works. I also don't understand how insurance comes into play. One of the reports i read spoke on how in periods of high implied volatility, uncertain overall market sentiment can result in people wanting to protect their downside in fear of the underlying hitting its strike price. Is the 'insurance/protection' the Treasury bills that are bought at the same price as the underlying asset, or am i miss-understanding/missing something entirely. [link] [comments] |
| What under the radar reopening stocks do you like that are never talked about? Posted: 01 Feb 2022 12:42 AM PST (Yeah yeah, I know the first answer is "You missed it, should have it in March 2020. Well, some of us didn't, ok? Moving on.) I'm already in Live Nation, Sysco (provides food products to restaurants), TNL, WWE, and BKNG. ABNB is too expensive for me, but Expedia is a decent option. I have tried and had losses attempting to get MSGS and MSGE, no more of anything James Dolan related who is arguably the worst CEO in history. I am heavy into energy stocks such as MRO, FANG, DVN as another way to play reopening. I'm wondering some UTR stocks people like that fit this bill as well? Specifically things that people don't consider like Sysco or SEAT (too high short interest for me imo). [link] [comments] |
| Best way to buy OTC Stocks on the "Expert Market"? Posted: 31 Jan 2022 04:51 PM PST For the sake of argument, assume you know what you're doing (eg. professional financial analyst, etc.). Most OTC stocks are trash... a few are treasure. Assume you can pick the good ones. What's the best way to buy stocks on the restricted OTC markets (US)? [current broker isn't accepting opening orders for those securities] [link] [comments] |
| What do people think of WWE as a stock? Posted: 31 Jan 2022 10:52 PM PST I started getting into it purely off their stock performance, as it is one of the names that has held up great during the "Correction" in January and is at a very low price for the lats year. In my opinion it could be another good reopening play, but my concern or total lack of knowledge is the longevity and loyalty people have to the brand. What do people think? As with a stock like Live nation, my primary focus is just on number of tickets sold. [link] [comments] |
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