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.
4,043
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What happens to non-cooperative shareholders when a company goes private?
I own a few shares in some large publicly-traded US company. This company gets acquired and "goes private". Am I required to give up my shares in the acquisition? What if, for whatever ...
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0
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58
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How do I find a list of stockholders of a public company listed in Canada?
How do i find all stockholders by holding percentage of a publicly listed company in Canada. Including minority stakeholders.
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How to access the Expert Market?
I'm trying to figure out how to get access to the Expert Market. From reading the regulatory filings you need to either be an institutional investor, accredited investor, or a qualified expert. I'm ...
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Are owners of companies that offer public stocks without paying dividends receiving free money?
Let's say Business man X is the owner of a private company. At one point, he decides to take the company public by offering stocks (without distributing dividends). As the private company, now public, ...
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0
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The stock price of the Seer
Motivation:
This post is about stock price modeling. People often says something like "the price is linked to the grouth and future expectations of a company". I'd like to convert these ...
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3
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115
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Does this stock options package sound good?
I got the following stock options offer:
"The stock options will be
granted as possibly feasible following the start of you employment.
The stock options will have a strike price determined by ...
- 121
0
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1
answer
63
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In a divorce is there a benefit to selling stocks?
During a divorce when splitting up an account holding stocks is it better to sell all stocks and split the proceeds or to split the stocks? My husband sold all the stocks in the account which caused a ...
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1
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116
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I want to reinvest in a stock after 2 years of not investing
I currently hold a stock (X) in which I have a 200% profit (invested about 2 years ago). I want to invest on the stock again. However, if I invest money in the stock now, the profit reduces as the ...
0
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0
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23
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Calculate growth rate for stock that went from negative profit to a positive value [duplicate]
I'm trying to calculate the compound growth rate of operating margin, in a 5 years span:
compound growth rate = 100% * ((M1 / M2) ^ (year - 1) - 1)
M1 = current operating margin
M2 = operating ...
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2
answers
2k
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No Cost ETF - Is there a trap here
I have noticed that Fidelity has some no cost ETFs. That is, they do not charge a management fee. I have bought some Vanguard ETFs because they have a very low management fee. I consider both Fidelity ...
- 1,540
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0
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22
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Should I include institution holdings percentage in security analysis?
I'm trying to understand the impact of Institutional Ownership in security analysis, e.g 94% float shares of CROX are owned by institutions, https://www.nasdaq.com/market-activity/stocks/crox/...
- 453
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3
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97
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Should I include negative values to calculate the average PE ratio?
I created a computer program to analyze the stock market. I need to calculate the average PE ratio of each stock market sectors, e.g Health Care, Energy, Utilities.
However, many companies listed have ...
- 453
1
vote
1
answer
58
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How to handle US financial accounts after leaving?
I moved out of USA in Oct 2023 after living there for 8 years as a temporary worker. I am not working in USA anymore (physically or remotely). I have the following accounts:
Robinhood brokerage: ...
- 151
1
vote
0
answers
70
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How do you measure the Accuracy of Implied Volatility?
Recently I've gotten hold of a list or rather a chart of 30-day Implied volatility and historical volatility for the same stock over the course of a year. With these data, I've thought there might be ...
0
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2
answers
754
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How Is Mark Zuckerberg Making Money?
According to this article [paywall], Mark Zuckerberg's Metaverse venture has seen $46 Billion in losses.
In spite of this, Zuckerberg himself has increased his net worth by $59 Billion.
But that's not ...
- 4,374
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1
answer
38
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Question about Google stock volume chart discrepancy
Let's take Disney stock for example:
Go to https://www.google.com/finance and search for Disney.
If I change the date range to 5 year, on October 20, 2023, the volume was 55 million.
But if I change ...
1
vote
0
answers
25
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Where do I pay taxes on stocks which I sell from options that are granted to me? (Netherlands, Belgium)
I am an expat and I travel and move to different countries quite frequently. I am working for a company that plans to IPO at some point soon.
Currently, I am in Belgium, however, I will move to the ...
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0
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44
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Does IBKR require a minimum account balance in order to trade with your own cash (without margin account)?
I don't have a margin account. I have a normal cash account and I have about 700 EUR in it. When I place a limit order to buy, I get this error message:
As mentioned, I don't have a margin account. ...
- 123
1
vote
1
answer
407
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I am inheriting 1,000,000 shares of Oklahoma Energy Corp stock ; is it worthless OKOK stock or hopefully ONEOK or OGE stock ? Is OKOK 100% worthless?
Am inheriting 1,000,000 shares of Oklahoma Energy Corp Company Stock ; is this likely worthless OKOK stock - or - valuable publicly traded ONEOK or OGE stocks ?
0
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0
answers
24
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Long Term Investing in leveraged ETFs such as TQQQ [duplicate]
I am currently investing in TQQQ. My plan is to keep it for the long term. I have read that long term investing in leveraged ETFs is bad. Is that true? If it is I do not understand why since the stock ...
- 1,540
3
votes
1
answer
135
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Can I place an equity order to buy/sell at an exact price, no better or worse?
Limit orders allow buying or selling stocks or options at a certain price or "better". Is there a way to enter or request that an order execute only at an exact price (for whatever reason)? ...
- 149
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votes
1
answer
63
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How is a seasonality chart calculated for a specific stock?
I have seen several websites offer a Seasonality chart for stocks, and I tried to recreate it, but my results have the general line pattern, but its not the same as what I see on other sites.
My ...
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1
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57
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espp tax calculations when loss does not exceed discount
I have participated in four ESPP grants at my current company and am trying to do some tax planning. I've read the following as research:
https://www.irs.gov/faqs/capital-gains-losses-and-sale-of-...
- 101
1
vote
1
answer
262
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How to calculate min. investment amount to reach certain buy in
I invested in a stock which is now 70% in minus. So now imagine I believe it will come back. I want to use the low to invest more money but I'm not sure how much. How do I calculate the necessary ...
- 113
1
vote
1
answer
512
views
How to check for short term supply and demand on the stock market
Assume you're trying to buy at the bid and sell at the ask. The bid has a price and a volume on it, and so does the ask (volume of shares to buy/sell).
If you want to buy at the bid and then ...
- 123
0
votes
2
answers
107
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How to simulate a stop-limit order, stop-loss, and take-profit in backtesting?
I'm working on backtesting a strategy. I need to simulate stop-limit order, stop-loss, and take-profit. Here's my understanding of these concepts:
Stop-limit order: You ask the broker to buy the ...
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0
votes
1
answer
151
views
Do trading platforms purchase stocks at open price if you order the night before?
I am working on a simulated back-testing algorithm. I'm making an assumption that if you place an order of type "market", which means you ask to purchase the stock at the price of the market,...
- 13
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votes
0
answers
26
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How do I calculate the NPV(of DCF) of a mutual fund investment?
How do I measure the yearly cash-flow of a lumpsum mutual fund investment (or an equity investment) (provided I am not cashing out each year), also what do I take as the discount factor?
0
votes
1
answer
56
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Par value less than annual dividend for preferred stocks?
Hey I am just skimming through the chapter 18 of the book intelligent investor by benjamin graham with commentary Jason Zweig. Pg:447 It basically compares Real Estate Investment Trust with Realty ...
2
votes
1
answer
93
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Is Having a Superior Spot Predictor Sufficient for Making Money in Futures?
My friend is encouraging me to get into futures trading, but before I do I want to understand something.
Is having a better spot predictor than everybody else sufficient to make money in futures?
For ...
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4
votes
1
answer
668
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Does a portfolio of low beta stocks, small stocks or value stocks still outperform the market?
I am new to investing. Currently I'm trying to read about it as much as possible. There is one question that bothers me quite much that I cannot find an answer to, so I decided to ask here.
There is a ...
- 151
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vote
3
answers
100
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Why should I use ROIC instead of P/E given that that is the price I'm paying to buy stock?
What are the advantages of using ROIC (Return on Invested Capital) as a key financial metric for analyzing stocks compared to P/E (Price-to-Earnings ratio)? I'm particularly interested in ...
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2
votes
3
answers
290
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Shorting a company's stock after leaving
If a person just generally thinks a company is poorly run and decides to quit, would shorting the stock count as trading on non-public material information? If it's not based on any specific piece of ...
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1
answer
123
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How do I Calculate net interest-bearing debt from balance sheets?
I'm reading The Little Book That Still Beats The Market by Joel Greenblatt, and quote
Earnings yield was measured by calculating the ratio of pretax operating earnings (EBIT) to enterprise value (...
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votes
2
answers
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Is there a way to get the number of trades in a time window?
Is there a way to get the number of trades in a time window? For example, within 1 hour of time window, I want to find the number of trades for Apple, e.g. number of buys and number of sells.
I wasn't ...
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1
answer
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How can a quarter's net income loss can cause a positive diluted adjusted EPS for that quarter
Can someone please let me know how a net income loss lead to a positive diluted adjusted EPS. Recently a stock with ticker symbol UPST has announced Q2 2023 results in which there was a net income ...
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4
votes
1
answer
571
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Is the amount invested in stock by a company public information when more than 5%?
Say a large business such as Apple buys 10% of CitiBank. Is that public information? If so, where can that information be found?
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votes
4
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501
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When is the stock market a good idea?
I'm your average person. I have an education, with 2 years of college in an area unrelated to finance. I have a 401k, and a disposable income. I'd like to invest some of this income. There are many ...
- 145
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votes
2
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Is a stock ISA simply the account one uses to invest in investment platforms?
No matter what I read/watch, it isn't quite clear to me if a stocks/shares ISA is one of the following two:
an account where I can put some money into, and then invest that same money (by linking it ...
- 121
0
votes
1
answer
90
views
Which stock to sell?
Situation
I am based in the USA and own two stocks from the same company, one that I bought at a price of $50, and one that I bought at a price of $70. I have held each one for over a year, to avoid ...
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1
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Do we need to show foreign asset's (US stocks) dividend in ITR filing, That even not withdrawn from the broker (US stock broker)?
I have purchased foreign assets (US stocks) using the INDMoney app for about 5000 rupees from india. And I have received dividends for that stocks in US broker website. Dividends are very low and I ...
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92
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Is it wrong to say that a company only has a single stock?
I'm a newbie to investing and I was doing some research regarding the difference between stocks and shares. According to Investopedia stock simply refers to partial ownership of a company, whereas a ...
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4
votes
1
answer
194
views
Derisk assets and reinvest proceeds (stocks to ETFs/cash)
I have some US-based stocks in a company I recently liquidated. I would like to reinvest 50% of the proceeds into ETFs for eventual retirement, set aside 25% set aside for medium-term cash needs (...
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1
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137
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Is there a point in purchase a stock that will never pay dividends? [duplicate]
Let's assume theoretically that a company will never ever pay dividends. Is there any point to owning its stock? Eventually after a thousand years it will either grow to an extremely large size or it ...
- 307
2
votes
1
answer
370
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What is the difference between a filling date and reporting date
What is the difference in EDGAR report compny between a filling date and reporting date
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1
answer
88
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Recently my mother died - how to handle her living trust account
Mary Smith (a fictional person) dies with several brokerage accounts and a living revocable trust. The trust has several brokerage accounts also. The name of the trust is Smith Living Trust. Now, ...
- 1,540
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0
answers
37
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Understanding these weird types in 13F-HR table
I'm reading the 13F-HR table of BAC, https://www.sec.gov/Archives/edgar/data/70858/000007085823000144/xslForm13F_X02/Q12023XmlTemplate.xml
Does anyone know the meaning of these?
The type of ALKALINE ...
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1
answer
102
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Inflation over time on US Stock investment
I would like to understand a few things about inflation.
Let's suppose I change my currency from EUR to USD, for example, 10k EUR to USD.
Now I invest it in the US Stock market. Let's do an example in ...
- 75
1
vote
1
answer
202
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Does a company buying back its own stock affect how much retained earnings it shows on its balance sheet?
I would think that buying back its own shares would not effect retained earnings. Here is
the formula for retained earnings that I am familiar with:
Retained earnings = Retained earnings from the ...
- 1,540
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2
answers
63
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Is IPO price pre determined or is determined on the IPO listing date?
I was reading the book "The Intelligent Investor" with commentary by Jason Zweig, when I came across the following text in Chapter 6 (Pg 152):
Perhaps no stock personifies the pipe dream of ...