Daily General Discussion and Advice Thread - February 06, 2022 Investing |
- Daily General Discussion and Advice Thread - February 06, 2022
- What’s the current bull case?
- Facebook - A value mega tech or the next IBM
- Why I don’t invest small positions in companies
- Is there anywhere i can see FXAIX on a chart?
- Is AI priced in to tech stocks?
- HELP: Where should I put 70K right now Real Estate or Stock Market
- Crowdfunding successes for small investors
- Are we in the second shoulder?
| Daily General Discussion and Advice Thread - February 06, 2022 Posted: 06 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] |
| Posted: 06 Feb 2022 07:50 AM PST As interest rates rise in the future, earnings of the companies that make up the index will most likely fall (since access to cheap capital going forward will slowly erode) If companies earn less and grow less, they are typically worth less. With all of this "known" and "priced in" data, what's the case for the S&P to reach back to its all time high of 4800, and then continue growing onwards to 5000 and beyond? Most of the people I interact with in terms of investment discussions seem to be "calling for" an upcoming and overdue global recession. There's a non-zero amount of data out there to build this argument/case. What's the counter data to defend the bull case? [link] [comments] |
| Facebook - A value mega tech or the next IBM Posted: 06 Feb 2022 10:09 AM PST Opinion: The thing that talking heads on CNBC do not remember is that Zuck is not a creative visionary. He stole The Facebook idea from the twins. He bought IG and WhatsApp after they were hugely successful and FB's offerings couldn't compete. He got Sandberg from Google. The guy steals IPs and buys successful products. Longs can argue low PE for a mega tech. that their ads business is the only game in town besides google and will generate massive CF and earnings going forward. Longs can argue that they will find a workaround for Apple privacy issues. But all the discussion around advertising is missing the point. Ads will generate single to low double digit growth for the forseeable future. Competition from AMZN, Tiktok and AAPL will intensify. Goog is not getting weaker. I believe FB, based on their ad business model is going the way of IBM, a behemoth that will see their core business decline in growth year after year. This is the reason Zuck pivoted so hard to Meta. They have the data and it's not looking good. Also, the bad press around FB makes rebranding a good idea. But Zuck should have done what Google did. Create an umbrella that contains FB. But nope. He went all in to meta. The problem is that he's trying to push his vision down consumer and businesses' throats. Live and work in the metaverse. Except this vision has been tried multiple times in the last 30 years and it just don't stick. No one wants to strap on a headset and stay for too long in fake reality. The stock will live and die on the metaverse narrative. And it's going to die a slow death. Zuck fucked up on this one. He tried to steal once again...but this time, he's stole a failed product vision. FB = 200 by EOY [link] [comments] |
| Why I don’t invest small positions in companies Posted: 05 Feb 2022 05:38 PM PST I don't even bother buying a stock if its going to be only a small percentage of my holdings. Why? Because even if something is just 1% of your holdings you have to do just as much research and news watching as something that is 10% of your holdings. It simply isn't worth all the time and effort in monitoring such a small position. And if you don't have time to monitor all your positions you will make more mistakes. At this point my limit is 5% of my holdings. Right now I only hold 4 individual stocks. The rest are index funds. I'd rather be on top of 4 stocks instead of having 40 different stocks that I can't keep up with. And even if that 1% position goes up 100% that really doesn't move the needle at all. [link] [comments] |
| Is there anywhere i can see FXAIX on a chart? Posted: 06 Feb 2022 11:17 AM PST I use tradingview.com but can't find this ETF. Is it equivalent to VOO or SPX? Both these are on Tradingview.com, can i just have their charts to track performance of FXAIX? I just want to be able to track the performance of this etf from my phone and i use trading view.com to track all my other assets so it would be best if i could use it but I'm willing to use another app. How similar are SPX, VOO and FXAIX? [link] [comments] |
| Is AI priced in to tech stocks? Posted: 06 Feb 2022 07:59 AM PST *If* AI is going to make a big dent on the universe, is it dramatically underpriced in tech stocks today? I would guess Meta, Alphabet, Amazon and Microsoft will probably dominate. With meta trading at 17x is there a lot of value in peripheral business models in an increasingly AI future? I'm wondering if any AI-heavy tech companies are accidentally trading at massively reduced multiples if they are in comparable territory to more traditional companies? Interesting related article: https://www.theverge.com/2022/1/24/22898651/meta-artificial-intelligence-ai-supercomputer-rsc-2022 Interested in your thoughts! [link] [comments] |
| HELP: Where should I put 70K right now Real Estate or Stock Market Posted: 06 Feb 2022 09:19 AM PST Real Estate: I am looking at around 500K home that can generate short term rental income but after calculating everything (taxes, fees, insurance, management fees, etc) it seems like I could save myself a headache and give the 70K to a asset management that would yield higher annualized. I understand that leverage is the difference in this scenario and IF housing market continues to go higher would actually make more money because the investment amount is greater but I'm not sure if I buy into the housing market at these euphoric highs. If anyone has thoughts on this let me know. Thanks [link] [comments] |
| Crowdfunding successes for small investors Posted: 05 Feb 2022 08:32 AM PST Anyone here made significant gains through investments in companies listed on crowdfunding sites such as wefunder or startengine? Would greatly appreciate success stories. [link] [comments] |
| Are we in the second shoulder? Posted: 05 Feb 2022 08:52 AM PST It seems that we're quite possibly forming the second shoulder of the head and shoulders pattern. Zoom out to a year on QQQ and the shape is quite apparent, and in a more attenuated form in SPX and the total market as well. There's the usual chatter as to the forces currently at work from both analysts and market participants, including here. I must say that as a non-expert retail investor who reads regularly, it definitely seems that sentiment, at least, has changed; the permabull stuff is dying away. Thoughts? The head-and-shoulders pattern is thought to be one of the most reliable technical indicators. We have a lot of attempts to rally in meme stocks like TSLA, but they seem to be losing ground. A related but important question is, if we are to see the second shoulder, what comes after? So far the Fed's interference, er, guiding hand has largely softened and protracted what would otherwise have been sharper corrections for a clearly overextended market. So far we haven't seen margin calls and other accelerants on a large scale. The fact we haven't reached that tipping point doesn't mean it's impossible or unlikely, but it's hard to assess. ETA: For those who like to baselessly claim widespread debunking of TA or that there's no evidence for the head-and-shoulders pattern, you are simply incorrect--please contribute to the discussion but without simple conclusive dismissals. For example, see: The Predictive Power of "Head-and-Shoulders " Price Patterns in the U.S. Stock Market
A New Recognition Algorithm for "Head-and-Shoulders" Price Patterns
Identification of the Head-and-Shoulders Technical Analysis Pattern with Neural Networks
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