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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questions with no upvoted or accepted answers
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Investment Accounts For People That Regularly Change Country
I would like to invest ~$20,000 a year, ideally mainly in funds. I am a British Citizen however I regularly move country, roughly once every 2 years. I have been in the UK for the past 2 years and ...
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1
answer
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US stock market: How do odd lot orders get filled if they are not advertised to the public?
I recently asked Why didn't my buy limit order become the highest bid? when my odd lot (1 share) buy limit order did not appear in the public list of bids. If odd lot buy orders do not appear in ...
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Hostile takeover bid to turn company private - how does it work (current context: Musk / Twitter)?
With regard to the current coverage of Musk announcing his wish to turn Twitter into a private company, I'd appreciate some clarification:
Twitter stock, according to Yahoo Finance, is owned by ...
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GME counterfeit shares?
There's an article which claims that short sellers + brokers + DTCC sometimes manufactures counterfeit shares through legal and less-than-legal means to attack vulnerable companies and profit from ...
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Is there a correlation between stock market returns and GDP growth in emerging markets?
Contrary to most people's expectations, there is a slight negative correlation between per capita GDP growth and real stock market returns. References:
Is There a Link between GDP Growth and Equity ...
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Can someone explain this discrepancy in Air France stock price vs. Air France ADR price?
So recently Air France decided to issue lots of new shares, to raise money, making its stock price plummet on the Paris exchange by more than 60%:
https://finance.yahoo.com/quote/AF.PA?p=AF.PA&....
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3
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Does the SEC require an announcement of hostile takeovers?
Elon Musk bought 9% (or so) of Twitter. Apparently he failed to make some sort of disclosure, which he is being sued for
Musk started buying Twitter stock in January and acquired more than 5 percent ...
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Stock re-balancing in equal weighted portfolio
I currently have 20 stocks* in my portfolio (market value $300,000) which are equal weighted (5%). I am a long term investor and retired. *As part of the stock portfolio, I actually have 19 stocks and ...
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Canadian tax on capital gain multiple round of investment in the same company
My question is similar to this one (How to calculate capital gains on multiple trades of the same stock?), but lets say I have two objective with my investment. One short term, the other one long term....
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Is there any evidence that zero commission stock brokers are cheaper than those that charge commissions?
Trading costs can be divided into explicit costs and implicit costs. The explicit cost is the commission charged by the stock broker. The implicit costs are the price impact of the trade, and the ...
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Who sets the stock loan costs in U.S. markets?
The market "fee rate" (a.k.a. borrow cost ) for borrowing stock shares to sell short can run very high. (One source for the current borrow cost is a list published every 15 minutes by ...
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UK-US stock transfers
I live in the United States and work for a local office of a UK company (traded on the London Stock Exchange). My employer has an ESPP administered by a company called "Equiniti". I wish ...
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Do customer orders have higher priority than market makers' orders in the US OTC stock market?
In the US OTC stock market, do customer orders have higher priority than market makers' orders? For example, a market maker is bidding on stock S at $10 for 100 shares. Assume that this is the highest ...
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How can I know which underlying security an F share represents?
From my understanding, "F shares" are created by US broker-dealers to show quotes of foreign securities in USD (source: FAQ on F Shares - OTC Markets). If I know the symbol of an F share, is ...
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Santander scrip dividend shares - how to calculate base cost for UK capital gains tax
I own various Spanish shares and often receive scrip or stock dividends in lieu of cash. When I come to sell how do I work out the base cost of the shares for UK capital gains tax purposes? I know it ...
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3
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1
answer
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How do I determine whether or not a stock is DTC-eligible?
From my understanding, exchange-listed stocks are all DTC-eligible (DTC meaning Depository Trust Company), so my question is more about the securities that trade over-the-counter.
How can I check ...
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3
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Equity cannot be redeemed at the option of the holder
I was going through Tier 1 Capital on Investopedia. I came across this note a couple of times in the article.
Equity capital is inclusive of instruments that cannot be redeemed at the option of the ...
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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?
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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 ...
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3
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110
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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 ...
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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 ). ...
user29148
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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 ...
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3
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1
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Tax relief on UK salary income
I am tax-resident in the USA and non-resident in the UK. I receive income from my former UK employer (in the form of stocks vesting in the UK) on which I pay UK income tax.
Is this type of income ...
2
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0
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How to Close Delisted company's short position?
I have shorted OZON and YNDX last year in FEB before suspending trading and after suspending was not able to close these positions. As Companies now are in delisted mode, Broker is not giving chance ...
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How should I account for the unpredictable value of RSUs when retirement planning?
We are in the process of doing some heavy retirement math - figuring out when to target retirement, how much to invest, how much we will have to invest, etc.
Part of my compensation is in RSUs that ...
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Why don't US "zero commission" stock brokerages allow buying of OTC stocks?
I have noticed that many "zero commission" US stock brokerages either do not allow trading in OTC stocks, or otherwise charge a commission to do so. For example, Robinhood has a very limited ...
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Do temporary residents have to pay capital gains tax on unrealized gains when they leave Canada?
Suppose I am a temporary resident in Canada for work or study. I owned some stocks before going to Canada, and bought some more during my stay in Canada. I do not sell any shares during my stay in ...
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Can I save STCG on profit from US stocks by gifting them to parents (with no income) who sell them within 24 months from actual date of acquisition?
Short version of the question
Parents have almost no income. I live in India and earn RSUs listed in USA from my employer as perquisites. Can I save tax by gifting them to parents who then sell them ...
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Does asset custodian matter when determining which capital gains lot you sold? (USA)
Say you bought N shares of some company at broker X on Jan 1, 2021. You bought N more shares of the same company at broker Y on Feb 1, 2021. Then on March 1, 2021, you sell N shares with broker Y. For ...
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Can foreign investors buy small cap stocks listed in China?
Foreign investors can invest in Chinese large cap and mid cap stocks via the Shanghai - Hong Kong Stock Connect and the Shenzhen - Hong Kong Stock Connect. According to the Hong Kong Stock Exchange's ...
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What is the purpose of NSCC illiquid charges for low-volume stocks?
I understand the situations in which I will be charged an NSCC illiquid charge, and I have read: What are NSCC illiquid charges? From my understanding, stock brokers pass the NSCC illiquid charge to ...
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37
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Term for describing a stock listed multiple times in different currencies on a stock exchange
Suppose a stock has multiple tickers on a single stock exchange. All the tickers represent the same underlying instrument (i.e. same ISIN), but each ticker trades in a different currency (e.g. ticker ...
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Are antique stock certificates that are endorsed/signed on the back automatically "bearer certificates" and of value without proof of ownership?
I have spent hours researching this topic, with no luck. My father (a retired antique dealer) has tasked me with figuring out whether a collection of old stock certificates have any negotiable value.
...
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Reports that demand regular review
I am a long-time long position holder, but am moving into more aggressive trades. I am not really looking to do "day trades" but rather in a 2 day to 90 day position.
With this context in ...
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What are some issues with ETN Commodities Indexes?
I am thinking of buying, two ETNs in Commodities Metals (Copper, Nickel). I am curious of risk factors for these.
Besides Barclays Bank going bankrupt during a market crash with unsecured ETN debts, ...
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1
answer
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Is selling a put a wash sale if the buyer does not exercise within 30 days of purchasing the put?
Let's say you sell an equity on the 1st of the month for a loss. On the 10th of the month, you sell a put on the same equity.
If the put is not exercised by the counterparty of the put within 30 days,...
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Has anyone done the process of starting an LTD to trade stocks in the UK? What is required?
I have stocks into a personal account. As you can imagine, if I want to sell and buy during ups and downs, I'll have to account for tax every time I make a profit, even though this is fully reinvested ...
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What are New York Window fees?
Someone told me that if the stock I want to buy/sell does not trade 100% electronically, my stock broker may need to handle physical share certificates. I was told that I could be charged a "New ...
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Stocks broker compensation upon error
I have a stock plan from my employer, which includes RSU vesting on certain dates through E-trade's services. Currently, E-trade has technical issues, which are preventing me (and some other employees ...
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Can companies raise cash by selling covered call options on their treasury stock?
Suppose a company has lots of treasury shares. Can it raise cash by selling call options covered by the treasury stock? If the stock price ends below the strike price of the calls sold, then the ...
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Why do stock buybacks raise the price of stocks?
I don't understand why a buyback would fundamentally raise the price of a stock. Consider a company with $1000K in the bank and annual earnings of $100K. What would be the fair price of this company? ...
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Tail hedging with cash
Vineer Bhansali in his book Tail Risk Hedging makes some claims regarding portfolio protection:
For losses of 0% to -5%, just diversification
For losses of -5% to -15%, alternative betas (momentum)
...
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What does indemnity mean in a "Historique Espèces" (~= history of cash operations) of a securities account in a French financial institution?
I am reading in a "Historique Espèces" (~= history of cash operations) spreadsheet of a securities account in a French financial institution, namely Fortuneo. It says:
I'm quite confident that indemn....
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2
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Big payout from a bankrupt stock?
I had a small position in this Argentinian utility company (Metrogas, MGS) when it suddenly declared bankruptcy. That was about 10 years ago. I still had that position with a $0 value on my account ...
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Can a stock split after its face value reaches ₹1?
Can a stock split after its face value reaches ₹1? Will the face value be less than 1?I am speaking in terms of the Indian stock market. Yes face value means par value.
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254
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"Smoothed" growth rate used to calculate implied equity risk premium
On Aswath Damodaran's website, he publishes an annual dataset that calculates the current equity risk premium implied by current market prices. The dataset can be found here:
http://www.stern.nyu.edu/...
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Leveraged NASDAQ ETF outperforms 3x non leveraged NASDAQ ETF?
I was reading article an about leveraged ETFs on seekingalpha and found this:
High-beta strategies have the potential to help you achieve your goals. Of particular interest is the fact that having 33 ...
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S Corp Options Exercise Tax Benefits
I have options to purchase stock in a S Corp. Is there any tax advantage to exercising those options at least one year prior to a sale of the company for capital gains tax purposes or does concept not ...
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How can a single unit of a business be worth more than its entire market cap?
As of today, June 26th 2019, Thyssenkrupp AG has a market cap of approximately 7.3 billion euros.
On May 10th 2019, Thyssenkrupp AG announced that it will take its elevator business public in an IPO. ...
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Stock Options in Exchange for Salary
I received an offer letter with with the option to convert part of the salary to stock options as per the below table. Base salary is ₪33K/month (Israeli Shekel). Be aware of '₪' vs '$' in some ...
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