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Questions tagged [stocks]

This tag is to be used for any questions related to Stocks. Ideally they should be accompanied by a country tag if relevant. It is discouraged to ask question about a specific stock. However an example can be used to illustrate a point.

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0answers
19 views

question on market efficiency in the long term

hi guys I understand that market efficiency refers to the idea that overvaluation and undervaluation of stocks will not be possible due to the fact that every stock is traded at its intrinsic value. ...
0
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0answers
20 views

original shareholders' interest and SEO

I understand that the announcement of a secondary equity offering would often sends stock prices falling. but in light of an announcement like this, would it still be to the original shareholders' ...
0
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1answer
26 views

Market efficiency and secondary equity offering

Why would an announcement of a secondary equity offering send stock price down in an efficient market? I understand that in an efficient market, overvaluation and undervaluation of stocks will not be ...
0
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0answers
13 views

Issues of active and index-linked investment [on hold]

Summarised the main issues to consider between index-linked and active investment management
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4answers
400 views

Why does buying at market prices (ala index funds) automatically equal to the average investor?

It's a frequent assumption, here by Burton Malkiel: It’s true that when you buy an index fund, you give up the chance to boast at the golf course that you picked the best performing stock or ...
0
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1answer
46 views

Does ledger-cli support FIFO principle for selling stock lots?

I could not find the detailed information about lot tracking in ledger and would appreciate if someone took the time to make it explicit. If I have two purchase transactions for a fund, at 100 units ...
0
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1answer
26 views

Merger/Acquisition on short and long symbols

I have a general understanding of how mergers and acquisitions work for symbols being traded in long positions. However, I am confused about how these events are calculated when shorts positions are ...
0
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1answer
59 views

price up under selling pressure

Why does share price go up in spite of tremendous selling pressure? I shorted one share after seeing one share where selling was three times more than buying but it went up.
1
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0answers
22 views

How to calculate cost basis for RSUs that are vested and never sold?

Following is my situation (changed the numbers for simplicity): ABC Inc vested 120 RSUs in 2018, in which 20 RSUs were sold by my employer (price of the share $10, and $20 trade fee) for the tax ...
0
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0answers
29 views

Do you know of a free, online source for a history of corporate actions? [closed]

Over time, companies may change their stock symbols, spin off other companies, or merge with or be bought by other companies. If one has a company name or symbol and a date, is there a good way to ...
0
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1answer
28 views

How to count average EPS for interval of years if in this inverval was a split?

For example, I want count average EPS for 10 year for company and this company has stock split (2 to 1) in this 10 years. Do I need to take this into account calculating average EPS for this 10 ...
1
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1answer
37 views

Cash Component in Index

In one of the office discussions today, it came up that index, for example, can have cash also. This information was new to me and I couldn't understand why an Index will have cash? Could someone ...
2
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1answer
49 views

Tax implications of transferring directly-owned stock to a brokerage account?

I don't know all the proper terminology so I hope this is understandable. My father gave me a chunk of stock. The stock I now own is directly bought and handled through the company who's name is on ...
1
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3answers
116 views

Does compounding frequency have any bearing on the return on investment?

If I take 100 dollars and put it into a savings account that pays me 5% annual interest which compounds monthly. At the end of the year I will have $105.12 If I take the same 100 dollars and invest ...
3
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2answers
85 views

Stocks and Shares ISA: fees, taxes, portfolio size

Is an ISA of this kind worth it for a portfolio < £2000? If so, are Stocks and Shares ISAs subject to any not-so-obvious fees for someone without previous experience (i.e. overnight fees)?
0
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0answers
18 views

Relevant fields for mutual funds in Bloomberg Spreadsheet Builder

I need to do an analysis of the performance of Western-European mutual funds over the past 10 years. Therefore, I use Bloomberg to retrieve relevant data. In the Bloomberg Excel spreadsheet builder I ...
0
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1answer
298 views

Why don't I just buy high yield dividend stocks? [duplicate]

https://www.nasdaq.com/dividend-stocks/ I am seeing percentage over 5%, 10% even. I know there are taxes and stuff but the numbers seem more appealing than things like online savings account (~2% ...
2
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1answer
51 views

How to calculate profit for ESPP stocks including cost basis, tax, fees etc

I opted for ESPP stock options in my previous company. The plan offered 10% discount on market value. When I opted for the plan the company created a etrade.com account on my behalf and I could see ...
1
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1answer
44 views

Broker got basis wrong on 1099B

I held some ANDV stock that got bought out by MPC. Terms of the deal were approximately 1.626 shares of MPC per ANDV share, plus $19.80 cash per ANDV share. My 1099B is showing a gain of $1,643.32 (...
2
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1answer
158 views

Can an employee be paid 100% in stock

Can an employee of a publicly listed company (Google, Facebook, Amazon,...) ask to get paid 100% in non-vesting stocks? If so, would the employee be able to defer paying taxes until he/she sells the ...
0
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1answer
82 views

What is the difference between a dividend and share distribution?

For example for one of Vanguard's funds it stated: FTSE Developed World ex-U.K. Equity Index Fund - Accumulation (FPC9.GB) has declared a GBP 6.167605000 per share final distribution. Group 2 ...
0
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1answer
79 views

Reasons to own a non-dividend paying stock? [duplicate]

I’m sitting back doing some self-reflection (procrastination) when I start thinking about stocks. My basic understanding of stocks is that the owner ship of company is split up between owners of any ...
0
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3answers
144 views

Would the following trade scenario trigger a wash sale?

I am new to stock trading and am confused by the usage of the word "before" in the wash sale rule. There is one scenario in particular that I am confused on. For simplicity's sake, let's assume the ...
3
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1answer
83 views

Gnucash brokerage account with multiple stocks

GNUCash setup is driving me nuts. Most accounting software tools allow you to create a brokerage account that holds multiple securities. The account ledger can have transactions for all the ...
1
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1answer
32 views

Selling ETFs in Roth IRA fund, in exchange to buy Bonds tax implications

I would like to sell ETFs in my Roth IRA fund, in exchange to buy Bonds. What are the tax implications of this? Even if the money is still held in the Roth IRA fund, would I get taxed?
2
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1answer
83 views

Does the price per share matter for otherwise similar ETFs?

For example looking at IE00B5BMR087 and IE0031442068 (both links in German), they seem to be very similar. Both try to track the S&P 500 in the same ways, the main difference seems to be that one ...
0
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0answers
52 views

Can I pay a non-USA resident in stock?

I have a private C-corp company. I have a guy in Australia who is doing some work for me soon as a contractor. Is it possible to pay him in stock in my US based company? If so, is there anything ...
0
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0answers
30 views

If I have stock that is unregistered at the time of a company buyout does my stock automatically register?

I was a contractor for a small public company for which I received stock compensation. There is a fee to register the stock so I am waiting to see if the stock ends up being worth anything before ...
13
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1answer
1k views

Acquisition - what happens to stock? [duplicate]

It was announced in October of 2018, that IBM will acquire Red Hat (RHT) for 190 per share. I have shares of RHT. Current price is in the 180 range. What will happen next? Will my shares be converted ...
16
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9answers
2k views

Are ETF trackers fundamentally better than individual stocks?

My situation: I am mostly interested in long-term dividend-paying investments. My philosophy is "only sell if the company becomes fundamentally worse", so I only pick stocks of companies I feel ...
3
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1answer
112 views

Do I need to sell my shares during a merger proactively

I hold shares in the publicly traded company I work for. This company is now being acquired via a cash merger by a second company. They put out a press release expressing their intent to buy all ...
1
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1answer
67 views

Unvested Stock Part of Overall Compensation Package

As part of my overall compensation package I was granted RSUs that are not all vested yet. I will be layed off on 4/5/19. Since the stock was part of overall compensation for time that I clearly was ...
0
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3answers
304 views

Are there any non-decreasing securities on the stock market?

Are there any securities traded on the stock market (i.e. ETPs) that never decrease in value? As an aside (in case anyone mentions bonds): I'm aware there's ETFs for AAA-rated government bonds, but ...
0
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3answers
142 views

Why Wash-sale rule makes a difference?

I have been reading the wash-sale rule. I get the concept, but I do not get why this rule exist or needed. To me, in the end, a person would pay the same amount of taxes with or without create ...
0
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2answers
214 views

Buying and selling a house

Let say I am going to buy a home today for 100K and going to sell this house after 30 years for 300K. I have few questions regarding this one. I might have paid 100K in mortgage, so after 30 years I ...
2
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2answers
86 views

Managing investments for multiple goals

I have been investing towards multiple goals, like Retirement, House, Car, Vacation etc. So I make monthly deposits against each of these goals. But I have a single fidelity account for investing, so ...
2
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2answers
69 views

What does S1 and S2 mean with respect to quarterly reports?

Was looking through earnings reports on Bloomberg Terminal and noticed in addition to Q1 Q2 Q3 Q4 and annual reports, there are also S1 and S2 reports. They seem to be semi-annual but what exactly are ...
1
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2answers
45 views

How are RSU stocks taxed?

I am confused how RSU stocks are taxed. When RSUs vest, some of them are sold (sell to cover). Is this equivalent to tax withheld on your paycheck? The RSU is kind of considered part of my pay and ...
0
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1answer
47 views

Is there reporting for commodities and forex trades?

I was wondering why stock trades are required to be reported to the exchange or trade reporting facility, but why other asset types like commodities, forex etc. don't have to be reported? I couldn't ...
31
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6answers
5k views

ESPP--any reason not to go all in?

I'm just finishing up paying off my student loans (woohoo!) and am starting to look at places I can put my money to make it work for me. I've read Kobliner's Get a Financial Life and am interested in ...
5
votes
4answers
309 views

Should I contribute to my employer's Employee Stock Program (ESPP), and if so how much and only during certain times of the year?

Although it is company-specific, what are your experiences when contributing to ESPP (Employee Stock Program)? More specifically, do you recommend contributing to ESPP in max? Or maybe it is only ...
0
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2answers
77 views

Is this the correct way to calculate how much I'll get paid on Dividend Payable date?

I'm brand new to purchasing stocks and I have a question. If I purchase, say, one share of Exxon at $78.19, do I divide 78.19 by 4.09 (Dividend Yield/Amount) = 19.117 ? Would this mean I would get ...
2
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3answers
121 views

Starting with options trading

I am a regular trader with stocks but I am a complete beginner with options. I am referring to a few online resources like here and here However, I have a few questions. Say I call a stock at $50 ...
1
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1answer
90 views

1099-B Proceeds/Cost Basis reported incorrectly? Or user error?

I was trying to enter my 1099B's from Robinhood into Credit Karma Tax.... The short version of the issue is that I made ~$4k this year, but the 1099B's I have seem to have a cost basis $32,000 ...
0
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1answer
69 views

Am I thinking about whole company returns correct?

I'm trying to answer the questions: "if I owned all of a company, how much would I make?" and "once I know that, how much should I pay?" Let's say I owned Wal-mart outright (took it private and owned ...
0
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2answers
101 views

Why would a stock rise in price after company split announcement?

So I'm curious about the reasons that a company spinning off a portion of itself would result in such a dramatic rise (or potentially fall) in stock price. Is it just a matter of investors being more ...
0
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1answer
166 views

Should I buy stock as soon as I have funds or wait until I have a lump of cash?

I deposit $100 into an online stock account every paycheck. Should I buy stock as soon as the deposit is made or wait until I have a larger amount of cash and buy more at one time?
14
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5answers
6k views

Why do stocks necessarily drop during a recession?

Why do stocks drop during a recession? Where does the money go in favor of these assets? Or is the first question not true?
4
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0answers
92 views

If stock like GOOG does not pay dividends, what is the use of holding onto it? [duplicate]

I don't own many GOOG shares, but those that I do own have increased in value. It seems, though, that growth has flattened and the value is only fluctuating within a fairly stable range. Why should I ...
1
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1answer
42 views

Avoid tax withholding underpayment for RSU's issued

Background While filing taxes for 2018, I got fined for tax withholding underpayment. Nearly half my income was from restricted stock units (RSU). Many other co-workers who also received large ...