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NVidia has a P/E ratio of ~54 right now. Historically, for other fast growing high-performing companies, how does that hold up? What were the P/E ratios for Intel and MSFT in the early/mid '90s? How will NVidia's P/E ratio eventually come down to something normal? Stock split? Price correction?
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Jan 14, 2018 18:34
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Risky Bisquick posted:xposting some dd Right, I get that video cards are sold out right now. That spurred my question. But the pics don't answer my question re: the long term P/E ratio of NVidia. So you're implying there will be what, a stock split?
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Jan 14, 2018 18:50
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For you guys doing the goon ETF thing, what software are you using to track your portfolio and what broker are you using to trade (with what fees)? I'm pretty much a passive investor boglehead type but am considering branching out and investing in some select favorites of mine. Options so far mostly seem to be at either $5 or $7 per trade.
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Jan 18, 2018 04:06
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Okay stock peoples, help make a call: reasonable response or full of poo poo? I recently emailed the company that runs BOTZ ETF ( https://www.globalxfunds.com/funds/botz/ ), asking why Alphabet/Google stock wasn't in a fund seeking exposure to artificial intelligence companies. Google/Alphabet, of course, is a world-leader in AI: 1. https://deepmind.com/ , a google acquisition 2. https://www.recode.net/2017/5/19/15657758/google-artificial-intelligence-ai-investments google buying a ton of AI companies 3. https://www.wired.com/2017/05/sundar-pichai-sees-googles-future-smartest-cloud/ google's CEO calling it an "AI-first company" Google uses AI to optimize ad revenue among other things. And Waymo is in it for self-driving cars. The BOTZ ETF primarily seeks to track this indxx ( https://www.indxx.com/indices.php?id=240 ) but also has discretionary funds. Anyway, I received this response from the BOTZ ETF: quote:Dear (pmchem), So, goons: reasonable response or full of poo poo?
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Jan 19, 2018 01:27
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Yeah, this discussion of “what kind of company” are you seems to be problematic for ETFs. Google is an “ad company”? People see those ads because, for example, they search on google. Google search heavily relies on machine learning / AI research, e.g. https://en.m.wikipedia.org/wiki/RankBrain . And that’s just one application of it in Alphabet. Who knows what future revenues DeepMind research will generate? Google didn’t buy that company for entertainment value. I mean you could call NVidia a retail graphics card part supplier but that’s missing the point. They’re a huge AI play too since neutral network training is best done on GPUs. NVidia is pumping AI all the time even though they don’t get any significant revenue from selling AI software/services. Edit: I think you’re an AI company if you’re either majority expenditures or world leading in AI R&D, or nonlinearly growing revenues due to applied AI. pmchem fucked around with this message at 03:08 on Jan 19, 2018 |
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Jan 19, 2018 03:06
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Leperflesh posted:From an investor's standpoint, someone has to convince me that there's a reason for grouping these companies together. Generally it's because you are bullish or bearish on that specific sector. How can you be bullish or bearish on "AI"? Are you bullish or bearish on REST APIs? Python scripts? mulithreaded processing? These are also tools for solving software problems! The only difference is that they're not sexy buzzwords, like "Artificial Intelligence." Roll that question back 60 years. Remember The Graduate? “One word: plastics.” Not a specific application of plastics in piping, consumer goods containers, or cars. Just “plastics”. Innovations in plastics production and materials performance were driven by the fields of chemistry and chemical engineering. Broadly investing in companies with leading plastics technology, or increasing profits due to use of plastics, would’ve been a solid plan. You did academic and industrial research in plastics. Graduate degrees studying them. You still do. You don’t get a Ph.D. in compsci because you wrote a python script or REST API. They may be tools you use along the way. Maybe for the ideas inside them. I’m saying AI is like the new plastics. So who’s the best at it? And who’s making money off it? Those questions can be answered. Those companies go in the ETF. Google/Alphabet is one of them.
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Jan 19, 2018 03:27
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I literally took a shot at drawing that line several posts up,quote:I think you’re an AI company if you’re either majority expenditures or world leading in AI R&D, or nonlinearly growing revenues due to applied AI. s/AI/plastics/ That may not be a perfect definition -- welcome to input there -- but it was posted well before you asked those questions.
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Jan 19, 2018 04:26
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Cory Parsnipson posted:The impression I get is that when people say Artificial Intelligence they really mean machine learning and applications of neural networks. Those are the new hotness that everyone's using nowadays right? That's a fair, brief description. As a nerd topic, it's of course pored over in detail on wikipedia: https://en.wikipedia.org/wiki/Artificial_intelligence and NVidia -- a retail graphics card part supplier (or perhaps an AI company) -- has their own take: https://blogs.nvidia.com/blog/2016/07/29/whats-difference-artificial-intelligence-machine-learning-deep-learning-ai/ There are several other easily google-able definitions of AI/ML.
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Jan 19, 2018 04:33
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Anyone have a free link to see real-time (or, heck, lagged) intraday volume for S&P500 or NYSE or DJIA? I know people have paid charting tools to view this kind of data per quote, but, free tools?
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Mar 2, 2020 17:15
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DNK posted:https://www.finviz.com has intraday candle charts of price action right on top. Digging into it requires a sub tho. hmm, I'm really looking for intraday time-histories of volume, not price. Price seems easier to find.
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Mar 2, 2020 17:45
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currently set to break single largest point gain in DJIA history, perfectly rational market response to a pandemic and chinese economic collapse nothing to see here, move along citizen
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Mar 2, 2020 21:53
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Who is doing the pumping?
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Mar 2, 2020 22:16
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Doccykins posted:Fed cuts rates by 50bps, rip puts something something 'priced in'
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Mar 3, 2020 16:16
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Anyone own REITs as a part of their portfolio? How do you think fed rates / QE / and coronavirus affect that sector?
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Mar 3, 2020 17:10
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Agronox posted:Hooray a winning ticket. Thank you implied volatility Why buy those at close? Aren't they worthless after today, and SPY was far from 291 at close?
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Mar 7, 2020 00:33
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Woodchip posted:Houston, they have a problem. and it's literally Houston that has a problem since so many O&G companies are HQ'd in that city.
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Mar 9, 2020 00:00
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saintonan posted:Curious that the market is selling off both equities and bonds - bond yields have jumped a fair bit today. No idea where that money is going. jokes posted:Cash gang has gone mainstream. Now I don't feel as lonely. That surprised me. Yields aren't that high but major institutional holders need T-Bonds to protect themselves against bank failures. They can't simply have accounts with billions of dollars in them, right? The risk of bank failure would outstrap the loss from getting lower t-bond yield vs. savings/MM/CD yield. Are they betting on deflation?
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Mar 11, 2020 21:38
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greasyhands posted:Money is fairly aggressively coming out of bonds too, theres a cash pile building and we are going to rip higher so fast its going to make peoples heads spin right the gently caress off. China is almost fully back to work- this thing is going to ripple across the globe, do some damage, take a few old people off our hands, and disappear. We are in a mechanically broken market right now with a mechanically broken administration steering the ship that cash is covering margin calls
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Mar 12, 2020 20:11
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Was the optimal asset position today simply being in all cash? I mean, aside from owning put options or some inverse etf
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Mar 12, 2020 21:36
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Does shorts covering positions (buying stocks to cover closed puts) really affect overnight trading values?
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Mar 13, 2020 14:31
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Anyone here use thinkorswim (TOS)? In TOS, how do you see the expense ratio of an ETF like VGT, or mutual fund? I can't seem to find a way. I am new at the platform. Clearly, I can find the expense ratio elsewhere (like at Vanguard itself).
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Mar 14, 2020 15:29
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Baddog posted:You do you man. Yes, hedging via puts is a common, real strategy and some people may not realize it: https://www.investopedia.com/terms/p/protective-put.asp "Don't time the market" should stay in its own thread. It's terrible advice when a global disaster is looming (edit: which is already here, welp!).
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Mar 14, 2020 23:44
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/r/wallstreetbets can't be taken too seriously, but I'm a sucker for downfall memes: https://www.youtube.com/watch?v=VNEWaJD0vNA
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Mar 15, 2020 15:16
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fougera posted:The trade this week is TLT calls. Why do you expect treasury values to reverse and thus yields to go down?
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Mar 15, 2020 18:56
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But even during the 2008 financial crisis the 10-year yield was 2x what it is now, so, might it be overbought? I am trying to imagine a scenario where treasury ETF values go higher this week and it's not obvious. Govt action may imply inflation which does not help. Honest question.
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Mar 15, 2020 20:02
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fougera posted:Its not comparable because the system is in a lot more debt and GDP has been growing at a slower rate. Would cash (money markets) or gold be a more likely flight to safety than treasuries, though, given the low yields?
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Mar 15, 2020 20:24
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fougera posted:Have you seen Eurodollar futures? Its been a straight line up. Not saying this is wrong, but TLT at least had a pullback. No, haven't seen them, I legit am trying to understand treasuries better so I can figure out when and when not to invest in something like VGIT/VGLT/EDV ETFs (or corresponding mutual funds) as part of a larger portfolio. Treasuries are in uncharted territory.
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Mar 15, 2020 21:19
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Did stuff like this happen during the Great Recession? https://www.businesswire.com/news/home/20200315005041/en/ProShares-Announces-ETF-Lineup quote:BETHESDA, Md.--(BUSINESS WIRE)--ProShare Advisors and ProShare Capital Management announced today plans to liquidate and close six ProShares Trust ETFs and two ProShares Trust II ETFs, respectively, based on an ongoing review of ProShares product offerings. Specifically, the following ETFs will be liquidated and closed:
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Mar 15, 2020 22:00
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Stock market is only 20% off all-time highs and, well, let's do every last single thing the fed can do to save the market!
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Mar 15, 2020 22:05
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hahaha holy poo poo "Reserve Requirements For many years, reserve requirements played a central role in the implementation of monetary policy by creating a stable demand for reserves. In January 2019, the FOMC announced its intention to implement monetary policy in an ample reserves regime. Reserve requirements do not play a significant role in this operating framework. In light of the shift to an ample reserves regime, the Board has reduced reserve requirement ratios to zero percent effective on March 26, the beginning of the next reserve maintenance period. This action eliminates reserve requirements for thousands of depository institutions and will help to support lending to households and businesses."
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Mar 15, 2020 22:19
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Fed conf call @ 6:30pm ET https://www.youtube.com/watch?v=7oDRD7v5UWk
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Mar 15, 2020 23:08
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I dunno man, I don't see an upside in letting JPMorganChase bet all their cash on the market instead of keeping some aside for me withdrawing from a savings account edit: I mean, to your point, if there are ample reserves then why the need to remove the reserve requirement?
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Mar 15, 2020 23:09
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We're living in bizarro-land. /r/wallstreetbets temporarily went private yesterday, causing quite a commotion for about an hour. Meanwhile, one of its most-upvoted DD posts, https://www.reddit.com/r/wallstreetbets/comments/fit5yg/the_shadow_war_how_thursday_and_friday_set_up_for/ had its user be deleted during the time the subreddit was private (ostensibly because they just hit 1 million subs), https://www.reddit.com/r/wallstreetbets/comments/fjb97s/the_wsb_war_how_going_private_set_up_an/ That user had a history of posting semi-conspiracy theory market analysis with a lot of buzzwords, some graphics and links. Either a real market guy with some unusual ideas, or, given his language and some bits of nonsense in theories, possibly a Russian disinformation poster intentionally trying to degrade confidence in US markets. Russia has a history of being active in popular subreddits, such as /r/thedonald, and reddit has a history of deleting manipulative accounts when it can be demonstrated they're foreign agents. So how wild is it that I'm willing to believe Russia's Internet Research Agency is actively posting in a meme-based stock market subreddit? 21st century problems, folks.
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Mar 16, 2020 13:07
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Baddog posted:Sooooo, I actually got up for a market open, but I dunno wtf I'm gonna do besides stare. Well, you aren't gonna be trading for 15 minutes, because the first breaker is gonna be immediately tripped!
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Mar 16, 2020 14:17
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Dwight Eisenhower posted:Lol welp now we're back at 18 P/e haha took too long writing that post what's a good web link to get the instantaneous number on that? edit: nvm this just updated https://www.multpl.com/s-p-500-pe-ratio
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Mar 16, 2020 14:40
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I'm impressed with SWAN weathering this so well -- anyone know of similar funds/ETFs? https://etfdb.com/etf/SWAN/#etf-ticker-profile https://stockcharts.com/freecharts/perf.php?SPY%2CSWAN SWAN is designed to track the S&P500 and somehow uses treasuries as a hedge. Downside is high expense ratio and presumably lower return in normal market conditions.
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Mar 16, 2020 16:02
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FreelanceSocialist posted:Anyone have any insight into $USO or oil in general? Been trying to follow that market a bit but there's been too many other things going on. Anyone long $USO at this price? Careful with USO, it may behave weirdly in rising oil markets: https://www.cnbc.com/2016/08/25/snake-oil-why-the-3-billion-dollar-uso-etf-is-down-this-year-even-as-crude-has-surged.html
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Mar 16, 2020 16:38
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twitter and marketwatch have now reported that schumer is proposing $750b in a second relief bill and the markets have not moved ...wow?
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Mar 16, 2020 20:21
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Bored As gently caress posted:Got 3k set aside now. What puts are looking good today? can you short the constitution?
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Mar 16, 2020 20:37
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VIX gonna close above 80
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Mar 16, 2020 20:39
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