Daily General Discussion and Advice Thread - February 27, 2022 Investing |
- Daily General Discussion and Advice Thread - February 27, 2022
- Now that Google has split their stock, will other high-priced companies do the same?
- S&P cuts Russia's rating to junk, Moody's issues junk warning
- I’ve been investing in SPY for over a year. Would it make sense to buy a lower cost ETF instead?
- West to cut some Russian banks off from Swift
- How do stock dividends work?
- BP to exit 19.75% Rosneft shareholding
- Ukrainian Bonds ISIN to support the war effort?
- The Complete List of Russian Companies Listed on London Stock Exchange
- Which Will You Choose and Why ?
- European renewable energy companies?
- Stock recommendations for a 10-20 year time horizon?
- Emerging Market index funds holding Russian companies?
- For Europe, Russia Sanctions Will Sting
- Portfolio performance compared to various indexes: any app available for that?
- Bonds and Distressed Investing
- Michael Jordan's Best Investments
- Daily General Discussion and Advice Thread - February 26, 2022
| Daily General Discussion and Advice Thread - February 27, 2022 Posted: 27 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] |
| Now that Google has split their stock, will other high-priced companies do the same? Posted: 27 Feb 2022 08:28 AM PST Google is at $2689 and recently announced a 20:1 split. I'm wondering if other companies will follow suit. Amazon is the most obvious one to wonder about, at $3076 a share and competes for the same investors as Google. Others are Chipotle at $1497, Autozone at $1864, and Tesla at $810. I know this shouldn't be significant, but the market is all about psychology and we've seen plenty of stocks take off after a split. Even though it's easy to buy fractional shares, I can admit that I don't like to buy any stock if I don't have enough cash for even one full share. [link] [comments] |
| S&P cuts Russia's rating to junk, Moody's issues junk warning Posted: 26 Feb 2022 10:38 AM PST Russia's invasion of Ukraine triggered a flurry of credit rating moves on Friday, with S&P lowering Russia's rating to 'junk' status, Moody's putting it on review for a downgrade to junk, and S&P and Fitch swiftly cutting Ukraine on default worries. [link] [comments] |
| I’ve been investing in SPY for over a year. Would it make sense to buy a lower cost ETF instead? Posted: 27 Feb 2022 10:12 AM PST I've been using Schwab and I initially chose SPY because of its liquidity & time in the game. However it has a net expense ratio of 0.09% vs something like VOO's 0.03%. Since I'm never planning on selling my assets, I might as well choose the lower cost one? I feel a little odd stopping SPY and starting VOO, but would love to hear from you if there's anything I might be missing? Is there a better ETF tracking the S&P 500 on Schwab I should consider? Thanks! [link] [comments] |
| West to cut some Russian banks off from Swift Posted: 26 Feb 2022 02:37 PM PST https://www.bbc.com/news/world-60542433 The EU, US and their allies have agreed to cut off a number of Russian banks from the main international payment system, Swift. "This is intended to cut off these institutions from international financial flows, which will massively restrict their global operations," a German government spokesman said. Russia is reliant on the Swift system for its oil and gas exports. But the move could also harm Western businesses doing business with Russia. Swift, or the "Society for Worldwide Interbank Financial Telecommunication", is a secure messaging system that makes fast, cross-border payments possible, enabling international trade. The measures agreed by the US, UK, Europe and Canada also include restricting the Russian central bank's international reserves, the nations said in a joint statement. [link] [comments] |
| Posted: 27 Feb 2022 09:14 AM PST Last year, I received quarterly dividends from some stocks. These were automatically reinvested as additional stock shares. My question: did I recieve dividends payments just because the stocks did so well last year (over 10% increase) or are quarterly dividends rain or shine? I hope my question makes sense [link] [comments] |
| BP to exit 19.75% Rosneft shareholding Posted: 27 Feb 2022 11:01 AM PST
[link] [comments] |
| Ukrainian Bonds ISIN to support the war effort? Posted: 27 Feb 2022 12:48 AM PST There are great resources to help the Ukrainian people, e.g. Red Cross, NGOs etc. I'd also like to help the Ukrainian state directly with money to defend itself. While the US has already pledged $350m two days ago with more planned, they're going to need more, if the situation drags on and to rebuild if they win. As an individual you do that in the form of bonds e.g. in the US during WW2 you had the Series E bonds you could buy. I don't really care about the return or the loss of money (in my eyes it's a donation anyway). What would be the equivalent Ukrainian Bonds? What would be the ISIN? [link] [comments] |
| The Complete List of Russian Companies Listed on London Stock Exchange Posted: 26 Feb 2022 04:04 AM PST Thought I'd just share this information. 1 FEDERAL GRID COMPANY OF UNIFIED ENERGY SYSTEM, PUBLIC JOINT-STOCK COMPANY Utilities 2 JSC VTB BANK 3 LENTA INTERNATIONAL PUBLIC JOINT-STOCK COMPANY 4 NOVOLIPETSK STEEL Basic Resources Main Market 5 OJSC ROSTELECOM Telecommunications 6 PAO NOVATEK Energy 7 PJSC ACRON 8 PJSC GAZPROM 9 PJSC LUKOIL Energy 10 PJSC MAGNIT Personal Care, Drug and Grocery Stores Main Market 11 PJSC MAGNITOGORSK IRON & STEEL WORKS 12 PJSC MMC NORILSK NICKEL Basic Resources Admission to Trading Only 13 PJSC PHOSAGRO 14 PJSC RUSHYDRO 15 PJSC TATNEFT 16 PUBLIC JOINT STOCK COMPANY GAZPROM NEFT Energy 17 PUBLIC JOINT STOCK COMPANY NOVOROSSIYSK COMMERCIAL SEA PORT Industrial Goods and Services 18 PUBLIC JOINT STOCK COMPANY POLYUS 19 PUBLIC JOINT STOCK COMPANY ROSSETI 20 PUBLIC JOINT STOCK COMPANY SEVERSTAL 21 ROSNEFT OIL COMPANY Energy 22 SBERBANK OF RUSSIA 23 SISTEMA PJSFC 24 SURGUTNEFTEGAS PUBLIC JOINT STOCK COMPANY [link] [comments] |
| Which Will You Choose and Why ? Posted: 27 Feb 2022 06:33 AM PST Hi guys. I want to know your ideas about one particular thing. Let me visualise my question first. There is Company A which is a steel company. And Company A owns 95% of the Company B which is in the steel industry as well. Both companies have wonderfull financials and more ore less same dividend yield. Company A has a free float rate of 47,58 % compared to free float rate of 5% in Company B Company A has no room for expanding. It owns roughly 48.5 mill.sqft ~ 4.5 mill.m2 and use 90% of that territory. On the other hand Company B owns 180.3 mill.sqft ~ 16,75 mill.m2 and usage of that territory is 40%. And i want to know your opinions about Which company's stock is a better call in long (~30 years) term. [link] [comments] |
| European renewable energy companies? Posted: 27 Feb 2022 09:15 AM PST It makes sense that the current war would serve as a catalyst to accelerate renewable energy adoption and reduce reliance on fossil fuels by EU countries. If this indeed turns out to be the case over the next couple of years, which renewable technology companies would best stand to benefit from this new trend? [link] [comments] |
| Stock recommendations for a 10-20 year time horizon? Posted: 26 Feb 2022 04:28 PM PST Hello everyone I am a 29 year old married man, looking for advice. I have a 401k, but I want to have another side investment that can be drawn from without major tax penalties (I've opened a brokerage account to meet this end) I live in the U.S. fully employed making around 50k a year, wife makes about 70k. I want to most probably use these funds to buy a larger home and help pay for college since we are planning on children soon and may need to upsize within the next 10 years. I am open to all recommendations and I am not averse to risk. I have student loans that are at near zero interest so no urgency to pay back. I have some holdings in VTI , VZ, JPM, HD and some other marginal positions currently, looking to add more diversity. I want all of your thoughts on either some picks or strategies to grow 5k + contributions into a reasonable sum to accomplish those goals by then (2032-42 ish). Hoping to amass close to 60-80k for a home down payment and college funds. Thanks for all of your recommendations! Edit: by diversify I suppose I meant literally the opposite, more concentrated positions that could outperform, different stocks. Sorry misspoke. [link] [comments] |
| Emerging Market index funds holding Russian companies? Posted: 26 Feb 2022 01:09 PM PST I have small holdings in emerging market index funds in my portfolio (SCHE). I took a look at the holdings today and noticed holdings in Lukoil and Sberbank of Russia. Are these funds still investing in these Russian companies despite sanctions? I would think that sanctions would halt investments of U.S. funds in Russian companies but am not privy to how that works. Would the ethical thing to do here be to sell these emerging market funds that hold Russian Companies? [link] [comments] |
| For Europe, Russia Sanctions Will Sting Posted: 26 Feb 2022 04:03 PM PST https://www.wsj.com/articles/for-europe-russia-sanctions-will-sting-11645874957 EU sanctions will hurt some sectors, but the bloc didn't sanction gas and oil, which would hit both Russia and Europe's economies hardest If the conflict is prolonged, sanctions escalate in both directions, and energy supply is reduced, the eurozone economy could enter a recession that would last from early summer through the start of 2023, according to economists at Moody's Analytics. "If Russia goes further and restrains supply, or there is damage to pipelines, we could see a significant spike in prices," said Mark Zandi, chief economist at Moody's Analytics. "All that would work towards a stagflation scenario." Economists at insurance giant Allianz SE take a similar view of what they call a "blackout" scenario in which Russia cuts energy supplies. In addition to pushing the eurozone economy into recession, they estimate the eurozone's average annual rate of inflation in 2022 would rise to 6.3% from the 3.8% they expected to see before the invasion. [link] [comments] |
| Portfolio performance compared to various indexes: any app available for that? Posted: 26 Feb 2022 11:28 AM PST I hold a globally diversified set of index ETFs with some factor exposure, total 6 ETFs in total with different weight allocated to each of them. I would like to know if there is any app where I can upload my portfolio and can compare it's past performance with respect to different indexes in different time horizon? [link] [comments] |
| Bonds and Distressed Investing Posted: 26 Feb 2022 12:47 PM PST Hello all! I would say I have a very good foundation on equity research particularly based on the basics of reading a financial statement. I have been trying to read as much about the investing side of accounting and business valuation. Besides this I have also been incorporating a value-based approach reading Graham, Buffet, Greenblatt and many other value based investors. Reading some of these individuals, I see that I only have a rudimentary knowledge of bond investing. I have read some basic bond books such as "The Bond Book by Thao." This book helped me to have a basic knowledge of bonds and the hierarchy of the rating by credit agencies as well as how bonds are affected by interest rates and how they have performed historically, as well as the risks and dangers of different bond types such as government, municipals, and corporate bonds, as well as junk bonds. However, I want to get into a much deeper understanding of how to invest in bonds. Are there any good bond screeners? I also find it difficult trying to find the CUSIP of specific bonds. I feel that finding ticker symbols has been much easier. Do you guys use any tools that help you find different individual bond CUSIPS? I would also like to be able to have a better knowledge of how to value specific bonds such as corporates. I have been reading Security Analysis, which covers this to some extent, but I feel that the language is a bit outdated and a lot of times I am finding myself trying to find out the terminology he employs. Are there any good books, videos, or resources on individual bond analysis? Lastly, how about distressed investing such as investing in bonds of bankrupt companies? Reading Klarman and Greenblatt's chapters on investing in bankruptcy and fallen angels and so, I also want to get familiarized with this field. Yes, I know the dangers of this, but I still at the very least want to know how people analyze investing in distressed companies. Are there any good places to start or resources to follow that you are aware of, such as books, videos, courses, websites, and tools that you are aware of? [link] [comments] |
| Michael Jordan's Best Investments Posted: 26 Feb 2022 04:27 PM PST Apart from dominating the NBA, Michael Jordan also has a phenomenal track record when it comes to venture investing in the sports and entertainment industry. He was the highest paying athlete during his time, but most of his $2.2 billion net worth actually comes from decisions made off-the-court. In this post, we take a look at the background behind Michael Jordan's best investment decisions and how it turned out for Jordan: 1. The Jordan BrandBefore the debut of the Air Jordan shoes in 1985, Converse All-Stars were the hype of the town in NBA. When Nike came with a collaboration deal to then North Carolina Rookie Jordan, Michael almost turned it down in favor of Adidas. After all, Jordan's role model Marques Johnson was being represented by Adidas. In comparison, Nike was still a small company that was in its early stages of penetrating the athlete market. Jordan, ultimately, went with Nike due to the unusual deal structure that provided a lot of potential upside. David Falk, Jordan's agent at the time, negotiated in the possibility of Jordan having his own shoe line with an annual drop schedule of one shoe per year. Nike had just introduced its "Air Sole" technology for its sneakers. The name "Air Jordan" was the perfect fit for Jordan's brand, and the first ever red and black colored Air Jordan 1s were born. The collaboration between Jordan and Nike was met with backlash from the NBA. At the time, the National Basketball Association wanted all players to wear the same white colored Converse shoes as it helped highlight and emphasize the team colors on jerseys. What they didn't want was one single player to represent the association or have their own identity tied in with the game. When Jordan stepped on the court for the Bulls with colored sneakers, it caught the attention of NBA commissioner David Stern. NBA acted on it and claimed that Jordan had violated the 51% rule which requires at least 51% of the colors on a player's shoe to be white. Jordan and Nike collectively fought back through aggressive advertisement campaigns and capitalized on the controversy. The sneakers had racked up nearly $100 million in sales in just the first 12 months. The follow-up Air Jordan II, released in 1986, were the first to contain the jump-man logo that has become enamored with Jordan's brand today. By 1997, the Jordan shoes had become so popular that Nike began to market it as its own separate brand. In 2018-19, the Jordan brand reportedly generated around $3.1 billion in revenue, of which Michael Jordan earns a 5% royalty for himself. 2. The Charlotte HornetsAfter Jordan retired for the second time in 1999, he offered to take a minority stake in the Charlotte Hornets, who were then known as the Bobcats. The deal ended up collapsing after Jordan was turned down by the owners. In 2005, Jordan tried his luck once again and was able to receive a minority stake, as well as the responsibility of building out the team's roster. In 2010, Jordan seized control of the Hornets by paying ~$180 million in cash and assuming all the debt that the franchise had accrued. Although the team itself isn't performing fantastically, this investment turned out to be one of the most lucrative ones for MJ. As of 2021, the franchise was worth roughly $1.5 billion, or almost 5x what Jordan paid for it. In 2018-19, the Hornets generated $240 million of revenue and $39 million in operating income. In September of 2019, Jordan sold 20% of his stake in the Hornets to Gabe Plotkin, of Melvin Capital, and Daniel Sundheim, of D1 Capital for ~$300 million. Jordan owned 97% of the franchise prior to the sale, and continues to maintain control over the Hornets. 3. Sportradar GroupIn 2015, Michael Jordan invested in the $44 million venture round of Sportradar, a global leader in sports data and sports-related digital content. Customers of Sportradar include DraftKings, Twitter, and ESPN. On September 14 of 2021, the company went public on the NASDAQ stock exchange at a price of $27/share, valuing it at ~$8 billion. The Switzerland based company raised almost $513 million from the IPO, and Michael Jordan subsequently increased his stake in the company. He also serves as a Special Advisor to the Board of Directors of Sportradar. As of this writing, the company is valued at $4.13 billion. Sportradar generated ~$500 million in TTM revenue with EBITDA of ~$136 billion. The company is growing quarterly revenue at 29.9% on a YoY basis. 4. aXiomatic GamingIn October of 2018, Michael Jordan and Declaration Capital led the $26 million Series C into aXiomatic Gaming, a provider of financing and expertise for other gaming companies. This investment represented Jordan's first steps into the world of eSports. The leadership group of aXiomatic is impressive and filled with prominent figures from the traditional sports industry. This includes Washington Capital and Wizards owner Ted Leonsis, Los Angeles Dodgers and GSW part-owner Peter Guber, and Tampa Bay Lightning owner Jeff Vinik. aXiomatic has a controlling stake in Team Liquid, the third most valuable eSports team with a reported value of over $300 million. Other investments of aXiomatic include Fortnite developer Epic Games, and Pokémon Go developer Niantic. Both Epic Games and Niantic are expected to be beneficiaries of tailwinds in gaming and metaverse. The companies are currently valued at $42 billion and $9 billion, respectively. 5. DraftKingsMichael Jordan is not new to the world of gambling. The Netflix docuseries "The Last Dance" perfectly captures Jordan's knack for blackjack and casinos. In 2020, MJ took an ownership stake in the online sports gambling giant DraftKings in exchange for becoming a Special Advisor to the company. DraftKings offers experiences across various sports leagues including MLB, NFL, NHL, NBA, NASCAR, and UFC. The company went public in April of 2020 through a SPAC reverse merger with Diamond Eagle Acquisition. DraftKings has majority market share in its industry, and is expected to grow rapidly over the coming years due to regulatory tailwinds across U.S states. The company also has multi-year deals with many sports leagues, including the NBA and NFL. As of this writing, DraftKings is valued at $9 billion on the public markets. They generated TTM revenue of $1.3 billion and is growing their quarterly revenue at ~47% on a YoY basis. The company is in its early growth stage and has still not turned a profit yet. Honorable MentionsSome other notable investments of Jordan include NBA Top Shot parent company Dapper Labs, NASCAR team 23XI Racing, and sports mobile app Buzzer Media. [link] [comments] |
| Daily General Discussion and Advice Thread - February 26, 2022 Posted: 26 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] |
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