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Rate My Portfolio – r/Stocks Quarterly Thread June 2019

Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.

Why quarterly? Public companies report earnings quarterly; many investors take this as an opportunity to rebalance their portfolios. We highly recommend you do some reading: A list ofrelevant posts & book recommendations.

You can find stocks on your own by using a scanner like your brokers orFinviz.To help further, heres a list ofrelevant websites.

If you dont have a broker yet, see ourlist of brokersor search old posts. If you havent started investing or trading yet, then setup yourpaper trading.

Be aware ofBusiness Cycle Investingwhich Fidelity issues updates to the state of global business cycles every 1 to 3 months (note: Fidelity changes their links often, so search for it since their take on it is vestopedias take on the Business Cycleand theirvideo.

If you need help with a falling stock price, check out InvestopediasThe Art of Selling A Losing Positionand theirlist of biases.

Heres a list of all theprevious portfolio stickies.

This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals arent your thing then just ignore the theme and/orpost your arguments against fundamentals hereand not in the current post.

Some helpful day to day links, including news:

Finvizfor charts, fundamentals, and aggregated news

Market Check- Possibly why the market is doing what its doing

Most fundamentals are updated every 3 months due to the fact that corporations release earnings reports every quarter, so traders are always speculating at what those earnings will say, and investors may change the size of their holdings based on those reports. Expect a lot of volatility around earnings, but it usually doesnt matter if youre holding long term, but keep in mind the importance of earnings reports because a trend of declining earnings or a decline in some other fundamental will drive the stock down over the long term as well.

See the following word cloud and click through for the wiki:

Market Cap – Shares Outstanding – Volume – Dividend – EPS – P/E Ratio – EPS Q/Q – PEG – Sales Q/Q – Return on Assets (ROA) – Return on Equity (ROE) – BETA – SMA – quarterly earnings

Ok, Im a beginner thats trying to wrap my head around investing before starting out, but I feel unsure about the whole concept of what stocks mean to a company and what Im actually purchasing.

I keep hearing the analogy that a stock is a piece of a company, but what does that actually mean? I would assume that it meant stockholders would be entitled to a percentage of the companys profits relative to the volume of stocks they own in the company, paid out in dividends. For instance, owning 500 out of the 1000 total stock volume in a company gets you 50% of the profit.

However, some companies (e.g Amazon), do not pay dividends. If the company does not pay dividends, then what am I actually purchasing? Are these stocks simply thought of as trading instruments that are used by investors to buy low and sell high?

i should away close to 60k of stocks recently and now i think recession proof stocks are safer. what would you buy and why?

Ive seen a few interesting things of this nature, like dividend ETFs that are focused on the best combination of growth and yield.

I read somewhere that the day of reporting is sometimes correlated to the companys performance for the previous quarter. So Im wondering:

What is the earliest date companies are able to report their earnings for every quarter (Q1, Q2, Q3, Q4)?

And, what is the latest date companies are able to report their earnings for every quarter (Q1, Q2, Q3, Q4)?

Good afternoon and happy Saturday to all of you here onr/stocks. I hope everyone on this subreddit made out pretty nicely in the market this past week, and is ready for the new trading week ahead.

Here is everything you need to know to get you ready for the trading week beginning July 29th, 2019.

The Fed is expected to cut interest rates for the first time in more than a decade Wednesday, a pre-emptive move as concerns rise about the impact of the trade wars and a slowing global economy.

Fridays July jobs report should show that the U.S. economy is still strong, with 170,000 nonfarm payrolls being added and an extremely low unemployment rate of 3.7%, according to Refinitiv. That follows this past Fridays report of second -quarter GDP, which grew at a better than expected 2.1% but showed clear signs of impact from tariffs and trade friction.

Stocks gained in the past week, with the S&P 500 and Nasdaq hitting new highs, as investors anticipated a Fed rate cut, and also a better-than-expected earnings season. Earnings growth is slightly positive so far this quarter, but that could improve with another big wave of earnings in the week ahead, when nearly a third of the S&P 500 report.

Apple, Exxon Mobil, Procter and Gamble, Merck, General Motors and Verizonare among companies reporting. Beyond Meat, the hot IPO with a market cap bigger than a quarter of companies in the S&P 500, reports Monday. Seventy-five percent of companies have beaten estimates so far and 60% beat revenue expectations.

It will be the Fed though that will likely have the most market impact, and strategists are looking for the central bank to signal it is open to future cuts but not necessarily promising them. Economists mostly expect anywhere from one to three rate cuts this year, but there is near consensus that this first cut will be a quarter percentage point.

The market is pricing in a 25 basis point cut, said Quincy Krosby, chief market strategist with Prudential Financial. We already know of two Fed presidents who dont think we need it, so theres obviously going to be a discussion, with the strong data. The chairman, who is in the camp that we need to have an insurance cut, is going to make the case that while the economic data are all gaining strength, they are still worried about weakening conditions, due to uncertainty regarding trade and tariffs.

The strains of the trade war and tariffs showed up in a reduction in gross private domestic investment in second quarter GDP of 5.5%, the worst decline in that category since 2015. Within that, exports fell 5.2%. The decline in business investment wiped a full percentage point from the final GDP number.

Theory: Using Paper Trading as a valuation tool to test stocks performance before putting real money on the line to greatly reduce the risks associated with personal investing and trading?

If Paper Trading apps like Investopedia trade like that on the real life stock market with the exemption of having to take on risk, would it be a good risk management and valuation tool to instead use these apps as a tool to test and track a stocks performance before putting real money on the line?

Simply put, using the stock trading simulator app as a rough draft to test the validity of your analysis on the company and then only investing real money on the line once youve tracked the stocks performance, showed positive results and know your analysis was correct?

What do you guys think about this investment theory? What other ways could you use these apps for to help with investing?

Any advice, suggestions or opinions would be greatly appreciated! Thanks! 🙂

Almost any post related to stocks is welcome on /r/stocks. However, dont hesitate to tell us about a ticker we should know about! Check out our wiki and live chat!