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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.

5
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0answers
427 views

Why doesn't Yahoo Finance Adjusted Close value match between its API and web interface?

I see a lot of differences between the adjusted close price in the Yahoo finance web interface and the adjusted close price returned from their API. Take Apple (AAPL) as an example. If you look up ...
3
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0answers
86 views

Sum of quarterly reports is not equal to annual reports

I am trying to calculate a stock's worth and in doing so I am adding values of all the four quarters from quarterly reports but it is not equal to the value in the annual report. I am trying to ...
3
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0answers
54 views

Are there minimum level of service requirement for stocks trading platforms in the USA?

I'm trying to determine the major differences between how a typical bitcoin trading platform operates and how a traditional stocks trading platform operates. Of biggest concern right now is some ...
3
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0answers
766 views

Earnings Per Share Metric on Google Finance vs. Yahoo Finance

I'm new to both sites (and investing) and I noticed that EPS on Google Finance is different than that of Yahoo's EPS metric (e.g. GE's EPS as of March 18 is Google: 1.01, Yahoo (Diluted EPS): .89 ). ...
2
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0answers
41 views

Can a non-resident Canadian citizen working in USA maintain a margin account in Canada?

I am a non-resident Canadian living and working in USA. Can I maintain a margin account for stocks trading in Canada?
2
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0answers
93 views

Stock Options in Exchange for Salary

I received an offer letter with with the option to convert part of the salary to stock options as per the below table. Base salary is ₪33K/month (Israeli Shekel). Be aware of '₪' vs '$' in some ...
2
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0answers
66 views

What happens if stock election to approve accounting firm fails?

Every year I get prospectus for several different stocks with voting instructions for board members and a few other things. Evey single one has "Shall XXX be approved as the accounting firm?" What ...
2
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0answers
78 views

What is the most cost efficient way to invest in overseas stocks as a UK citizen?

I wish to invest in multiple US-based mutual funds and companies. I already have an account with Charles Stanley Direct for my UK-based funds and was disappointed to see that I couldn't use their ...
2
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0answers
126 views

Which stock of Gazprom to buy while investing from France?

I would like to buy shares of Gazprom. I live in France My broker is Degiro From the search I see two options Gazprom ADR SP./2 RL 5L 5 in Euro Gazprom Neft in LSE in USD OGZD in LSE and USD Which ...
2
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0answers
187 views

Can a buyout announcement cause a short squeeze above the announced takeover price?

Consider a company with heavily shorted stock. If that company puts itself up for sale and a friendly (shareholder approved) acquisition happens, can it result in a short squeeze driving the price of ...
2
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0answers
186 views

What does Benjamin Graham mean by debt? (Intelligent Investor Enterprising Investor Criteria 1B)

From Chapter 15. Stock Selection for the Enterprising Investor: "1. Financial condition: (a) Current assets at least 1 1⁄2 times current liabilities, and (b) debt not more than 110% of net current ...
2
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0answers
111 views

Why there is a boost in the after hours trading?

I noticed that there is a boost peak in the after-hours trading for TWTR. Why is that happening?
2
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0answers
1k views

What is a Rebate rate when short selling shares

Investopedia says: The amount paid by a stock lender to a borrower who has put up cash collateral to borrow a stock. The stock loan rebate comes from the reinvestment of the cash collateral by the ...
2
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0answers
86 views

Does the Volcker Rule apply to brokerage firms?

The Volcker Rule states that it: prohibits any banking entity from engaging in proprietary trading or from acquiring or retaining an ownership interest in, sponsoring, or having certain ...
2
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0answers
316 views

Mass RSU grants vesting — should I worry about the stock price?

My company was acquired almost a year ago. In the acquisition, most employees received RSU grants which vested on a 1 year cliff. These RSUs are managed through Etrade. My options for tax purposes ...
2
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0answers
153 views

What Capital Gains are owed for a Non-resident owning stock in US C corporation when it is acquired?

Would a non-resident alien (no connection to the US apart from the company) owning founder/CEO stock (not stock options) of a private US corporation have to pay capital gains tax in the event that the ...
2
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0answers
4k views

How to report short term capital loss occurred between 16-Mar and 31-Mar in ITR2?

I have short term capital gains from sale of equity shares for India financial year 2013-14 as below (Figures are hypothetical, but the concept is exactly how I am facing it) Gain of Rs.30000 in ...
2
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0answers
137 views

Is this a Trailing Limit if Touched Order or something simpler?

This question was previously asked by me here: Understanding a Trailing Limit if Touched Order . Frankly I am still having a hard time getting it so I thought I'd ask a real world example. I bought ...
1
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0answers
42 views

How are stocks traded on multiple exchanges

How does it work, when one company trades on two or more stock exchanges, in different countries? Are the shares bought on the primary and secondary exchanges equivalent ? Can I buy on one, and sell ...
1
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0answers
40 views

How to calculate index PE ratio using individual stocks PE ratios, Is there any way to do it?

We know there are multiple types of indexes like market cap weighted and equal weighted indexes, etc., Currently am working on S&P 500 and is there any way to calculated PE ratio for S&P 500 ...
1
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0answers
66 views

How to distinguish a Chinese VIE from a normally listed company stock?

Recently I have been intrigued by the lower prices of Chinese companies and decided to invest into China. But I stumbled open the problem that many Chinese companies you can invest into are VIE’s (...
1
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0answers
64 views

Peter Lynch Style Investing Question

I’m looking to build a portfolio using the following Peter Lynch Style strategy. What I’m wondering is, do you think this is a good approach? Is there anything you’d change about it? Here’s the ...
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0answers
60 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 ...
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0answers
41 views

Though I understood my RSU and selling the shares I acquird through it but not sure anymore

So let me give a simplified example to start. I have 1,000 RSUs that vested on June 1st 2018. The market value for them is $10 and $10,000 is accounted for on my W-2. 300 shares were automatically ...
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0answers
24 views

Does the SEC (or any governing body) limit Rights Offerings?

Could AAPL offer all shareholders a non-transferable right to purchase two shares at a 20% discount (from today's price, exercisable for one month) for each share they own? This announcement will (...
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0answers
29 views

Are management teams in Canada required to report their ownership in a public company?

Are management teams of companies listed on Canadian stock exchanges required to report their shares in the company? Are they also required to report if they purchase shares on the market?
1
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0answers
662 views

Why do few investors choose off book trading?

What is off order book trading and how it is different from order book trading. When I check the 0r1O (LSE), Few websites show $1585.46 ( last order book trade which took place on 22nd of May) and ...
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0answers
37 views

Buy shares and bonds in non citizens countries

I am from Sri Lanka and I invested in stock market and bond in Sri Lanka. But I really like to buy other countries shares and bonds. Is it possible to buy those thing without citizenship. I know ...
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0answers
26 views

Are there any CEFs of UK stocks for the US investor?

Are there any Closed-End Funds (CEFs, I'm NOT looking for ETFs) available in the USA that invest solely in UK stocks? In particular, are there any lean toward the small-caps and/or dividends? I have ...
1
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0answers
27 views

Retiring on a specific Corpus Invested in Specific Instruments

Let us say mu monthly expenditure is 100 and I have a corpus to last for 15 years, that is 100X12X15=18,000, in effect requiring a return of 6.66% on the corpus for yearly survival (not including ...
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0answers
61 views

Uniform gift to minors act stock sold by state under escheatment?

My grandmother bought me a stock of Disney when I was born and now in graduate school I decided now would be a good idea to cash in on the stock. It was only one share but the stock has split 1:3 and ...
1
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0answers
210 views

Stock trading for Non resident f1-OPT TAX

I am a non resident alien in F1- Opt status. I purchased some stock and sold them in loss.How would I claim loss in 1040 NR form ? I read the IRS website and found it- "Nonresident alien students and ...
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0answers
90 views

I have 8 shares of the Third National Bank and Trust Company of Scranton, PA - what is it worth?

I have 8 shares of the Third National Bank and Trust Company of Scranton, PA - what is it worth? Was taken over by Corestates which was taken over by Wachovia which was taken over by Wells Fargo
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0answers
23 views

Are exchange compliance plan submissions publicly available and where they can be found?

I've encountered several times that a company doesn't meet certain listing standards for an exchange (e.g. min stockholder equity or market capitalization on NASDAQ), submits a compliance plan to the ...
1
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0answers
62 views

What are the costs associated with the buying and selling of US Stocks for a UK Citizen?

So far from my research I have estimated costs, ignoring fluctuations in foreign currency exchange, for a trade profit of < $9,000, held for less than 1 year as: US capital gains tax 10% of profit ...
1
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0answers
362 views

Pandas_datareader: ticker data type of get_nasdaq_symbols()

I used pandas_datarader for getting stock data of NASDAQ. I found out get_nasdaq_symbols() and it returns some good information for each stock. Here is the code: In [27]: from pandas_datareader ...
1
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0answers
124 views

Difference between buying a NYSE-listed company in USD or in EUR

Let's say I'm a European living in Germany and a company is listed only on the NYSE in USD. On my trading platform I can buy shares of this company either on the NYSE in USD or on Xetra in EUR. When ...
1
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0answers
93 views

How common is it for an executive to sell more than $50k in shares without filing a 10b5-1 plan?

So with regard to the Equifax hack and the sale of shares by three executives, we've read that: Filing a 10b5-1 plan and selling shares on a set schedule is an affirmative defense against insider ...
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0answers
718 views

RSU stock vesting after separation from company

I left the company I worked for a month ago. I had a bunch of RSU (restricted stock units) due to vest after my final date of employment. I would have assumed I lose any un-vested stock including ...
1
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0answers
580 views

How do I calculate cost basis and dividends / capital gains from a taxable spinoff?

This is a general (and hopefully easier-to-answer) version of another question I asked. Let's say I own 100 shares of public company X, that I purchased for $10 each long ago. Then company X spins ...
1
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0answers
47 views

83B with for contribution of stock with a low basis in a 721 transaction with forfeiture

I have some stock in a small startup (that I work for) that as part of a 721 transaction is being "acquired" by an LLC. Let's say my basis in the stock is $10 and I am to receive $1000 share of the ...
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0answers
621 views

Capital Gain or Loss Calculation for Mergers & Acquisitions (Canada)

I have a question about calculating capital gains/losses for mergers and acquisitions in which fractional shares and cash are provided as part of the transaction. What part should be listed as capital ...
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0answers
347 views

“Breakeven” point for taxation on short vs long-term stock investments?

Assume that Joe is in the 28% tax bracket. Sale of long-term (greater than 1 year) holdings is therefore federally taxed for Joe at 15%. Joe can either buy and hold for one year (or more) to ...
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0answers
1k views

NR4 box conversion to a 1099DIV

I have box 26 on a NR4, and in box 28 the code "Q". Where do I put these on a 1099DIV? I am using Turbo Tax, and was told that I need to use a 1099DIV, converting the information on the NR4 to a ...
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0answers
860 views

How do I buy shares in companies traded on the Taiwan Stock Exchange from the US?

I'm looking to buy (and hold for years) a tiny position in a stock that's traded on the Taiwan Stock Exchange. Are there any online brokers I can do this with? If there are, how much will I have to ...
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0answers
40 views

Are there any methods to calculate the % of position size to cover my profits based on achieving expected returns and thereafter?

Perhaps modifying Kelly Criterion to gauge the % of bet size to cover and adjusting to a new expected value? I want to let my profits run without exiting the trade prematurely. (or should I just ...
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0answers
97 views

What can I do with de-listed stock?

You had a question regarding UK stock in the Perform Group in October 2014. I am in the unenviable position of owning the same stock but did not receive any communication or information regarding the ...
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0answers
21 views

Time to receive foreign dividends (SET) to N. America

Is there an expected time to receive foreign dividends? It seems to take weeks or longer to receive dividends from stocks on the SET exchange. Granted they have to do a currency conversion and take ...
1
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0answers
55 views

What is intrinsic value of stocks with diluted voting power?

Recent technological companies went to IPO with publicly traded stocks that have 1/10th of voting power of the privately held stocks. Facebook, Google, GoPro are examples of such companies. Usually ...
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0answers
248 views

Preference shares vs. common shares and overall holding structure for a public company?

I am trying to understand the overall holding picture for a listed company — like, there can be preference shares, common shares (free float), etc. My questions are: It would be really great ...