question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
6749 | Why should the P/E ratio of a growth stock match its percentage earnings growth rate? | [
"70512",
"416732",
"533818"
] | [
"This is only a rule of thumb. Peter Lynch popularized it; the ratio PE/growth is often called the Lynch Ratio. At best it's a very rough guideline. I could fill up this page with other caveats. I'm not saying that it's wrong, only that it's grossly incomplete. For a 10 second eyeball valuation of growth stocks, it... |
675 | Individual Client or Customer fining or charging a Company a penalty fee | [
"539317"
] | [
"What's the primary factor keeping a consumer from handing out fees as liberally as corporations or small businesses do? Power. Can an individual, or more appropriately, what keeps an individual from being able to charge, fine or penalize a Business? If it could be accomplished, but at a high cost, let's assume it'... |
6750 | Can a company block a specific person from buying its stock? | [
"458730",
"378825",
"55999",
"285214",
"567653"
] | [
"I assume you are talking about a publicly traded company listed on a major stock exchange and the buyer resides in the US. (Private companies and non-US locations can change the rules really a lot.) The short answer is no, because the company does not own the stock, various investors do. Each investor has to make ... |
6751 | Treatment of donations of appreciated stock to a IRC §501(c)(7) Social Club? | [
"134545"
] | [
"If cash donations are not deductable, stock contributions aren't either and I believe the same rules apply as for a private party."
] |
6754 | How should I decide whether to buy more shares of a stock when its price drops? | [
"445439",
"491843"
] | [
"\"A key principle of economics is: Sunk costs are irrelevant. You bought the stock at 147 and it has now fallen to 144. That's too bad. This has nothing to do with whether it is wise or foolish to buy shares at 144. The only relevant thing to consider is: Do I expect the stock to go up or down from 144? You have l... |
6755 | Can compensation income from an employee stock purchase plan be negative? | [
"543898"
] | [
"The sentence you quoted does not apply in the case where you sell the stock at a loss. In that case, you recognize zero ordinary income, and a capital loss (opposite of a gain) for the loss. Reference: http://efs.fidelity.com/support/sps/article/article2.html"
] |
6756 | Gauge the strength of the resistance level of a stock just using EMA | [
"197046"
] | [
"Firstly, you mean resistance not support, as a support is below the current price and resistance is above the price. Secondly using a MA as support or resistance would mean that that support or resistance level would move up or down as the price moved up or down and would not be static at $25. Generally stocks wil... |
6757 | Can someone explain recent AAMRQ stock price behavior to me? | [
"204209"
] | [
"There are things that are clearly beyond me as well. Cash per share is $12.61 but the debt looks like $30 or so per share. I look at that, and the $22 negative book value and don't see where the shareholders are able to recoup anything."
] |
6758 | Can I invest in the London stock market when resident on a visa? | [
"30996"
] | [
"There are no legal restrictions on doing this. If you're living in the UK, just open an account like any other resident of the UK would."
] |
6759 | What do I need to start trading in the NSE (National Stock Exchange)? | [
"582048",
"544174",
"559967"
] | [
"To start trading at a minimum you need 3 things; Bank Account: This again is not must, but most preferred to transact. Quite a few broker would insist on this. Demat Account: This is must as all shares on NSE are held electronically. The custodians are CSDL or NSDL both Government entities. These don't offer servi... |
676 | Tax intricacies of MLP in a Roth IRA | [
"353159"
] | [
"\"You seem to have it right. Unless you have a big position, having MLP shares in your IRA will not cause you any tax hassles. Your IRA will get a Schedule K from the MPL (which may be mailed to you), but you won't need to do anything with that unless you're over the UBI limit. Last I checked, that was $1000, a... |
6761 | Is the money you get from shorting a stock free to use for going long on other stocks? | [
"537153",
"330900"
] | [
"You will be charged a stock borrow fee, which is inversely related to the relative supply of the stock you are shorting. IB claims to pay a rebate on the short proceeds, which would offset part or all of that fee, but it doesn't appear relevant in your case because: It is a bit strange to me that IB would not requ... |
6762 | Is it possible to buy stock as a gift for a minor without involving the guardians? | [
"295115",
"521934"
] | [
"You should talk to a lawyer. One solution I can think of is using a trust. Keep in mind that that may complicate things (non-revocable trusts are taxed on income not distributed, and revocable trust means you effectively keep the owenership of the stock). If you don't mind paying taxes on the dividends and keep th... |
6764 | Why most of apple stock price since 10years have been gained overnight? | [
"410887"
] | [
"\"I'll answer this question: \"\"Why do intraday traders close their position at then end of day while most gains can be done overnight (buy just before the market close and sell just after it opens). Is this observation true for other companies or is it specific to apple ?\"\" Intraday traders often trade shares ... |
6765 | Announcement of rights offering (above market price) causing stock price increase [duplicate] | [
"64943"
] | [
"This seemed very unrealistic, I mean who would do that? But to my immense surprise the market price increased to 5.50$ in the following week! Why is that? This is strange. It seems that people mistakenly [?] believe that the company should be at 5.5 and currently available cheap. This looks like irrational behavio... |
6767 | Did the New York Stock Exchange ever close on a weekday so they could file paperwork? | [
"26326"
] | [
"Yes, from June 1968 until December 1968, they closed the NYSE every Wednesday so they could catch up on paperwork representing billions of dollars in unprocessed transactions. Even after the NYSE re-opened on Wednesdays in January 1969, they still had to close it early at 2pm for seven more months. Forbes has a d... |
6768 | How do I get the latest or even realtime information of institutions stock buy/sell action? | [
"366578"
] | [
"Of course not, this is confidential information in the same way that I cannot phone up your bank and ask to see a list of the transactions that you have made. Any bank has to be extremely careful about protecting the private transactions of it's customers and would be subject to heavy fines if it revealed this inf... |
6769 | College student interested in starting a stock portfolio, how much should I invest? | [
"178691"
] | [
"You should invest a trivial (<500$USD) amount of money in a stock portfolio. If you aren't able to make more on the market than the interest rates of your loans, you are losing money. This question has discussed this topic as well."
] |
677 | I am a Resident Alien for tax purposes. Can I claim exemptions from the India - US Tax Treaty (21)? | [
"79552"
] | [
"I was able to find several references that claim that the Indo-US treaty provision is limited to five years: Here it says this (on page 20): Generally the treaty exemption for students is limited to the first five calendar years that the international student is in the U.S. However there is no set time limit f... |
6770 | Can company owners use lay offs to prevent restricted stock from vesting before an acquisition? | [
"92202",
"255045"
] | [
"Depending on your local laws, such a layoff may be an unlawful act. If the whole purpose of the lay-off is to strip the employees of their RSU's, the employer may be liable and get sued. However, you have to check that with a lawyer licensed in your jurisdiction. In many places there are no laws against this. In a... |
6773 | Periodicity in stock charts | [
"389562"
] | [
"If the period is consistent for company X, but occurs in a different month as Company Y, it might be linked to the release of their annual report, or the payment of their annual dividend. Companies don't have to end their fiscal year near the end of the Calendar year, therefore these end of year events could occur... |
6774 | Deal with stock PSEC | [
"146177"
] | [
"It looks like it has to deal with an expiration of rights as a taxable event. I found this link via google, which states that Not only does the PSEC shareholder have a TAXABLE EVENT, but he has TWO taxable events. The net effect of these two taxable events has DIFFERENT CONSEQUENCES for DIFFERENT SHAREHOLDERS... |
6777 | Why do stock or commodity prices sometimes rise suddenly just before market close? | [
"17231"
] | [
"This is often the case where traders are closing out short positions they don't want to hold overnight, for a variety of reasons that matter to them. Most frequently, this is from day traders or high-frequency traders settling their accounts before the markets close."
] |
6781 | How does order matching happen in stock exchanges? | [
"203573",
"519204"
] | [
"But how does the quantity matching happen? For example, if I want to buy 1000 shares at $100, but there is only one seller to sell 10 shares at $100, what happens then? This depends on the type of order you've placed. If you placed a fill-or-kill order, your order to buy or sell a certain number of shares is route... |
6782 | Consequences of buying/selling a large number of shares for a low volume stock? | [
"358164",
"555226",
"151723",
"581116",
"277491"
] | [
"\"The effect of making a single purchase, of size and timing described, would not cause market disequilibrium, it would only hurt you (and your P&L). As @littleadv said, you would be unlikely to get your order filled. You asked about making a \"\"sudden\"\" purchase. Let's say you placed the order and were willin... |
6783 | Stock Exchange price target | [
"383616"
] | [
"\"Price targets aren't set day to day, because of market fluctuations are so high from day to day. But in their stock recommendations, brokerage firms will often set price targets for \"\"one year out.\"\" These targets aren't set in stone, so use them at your risk.\""
] |
6784 | New to Stock Trading | [
"184338",
"263967"
] | [
"\"Good ones, no there are not. Go to a bookstore and pick up a copy of \"\"The Intelligent Investor.\"\" It was last published in 1972 and is still in print and will teach you everything you need to know. If you have accounting skills, pick up a copy of \"\"Security Analysis\"\" by Benjamin Graham. The 1943 ve... |
6788 | When Employees are “Granted” Stock Options, is the Company encouraging Long-Term investments from them? | [
"237718"
] | [
"There are two things to consider: taxes - beneficial treatment for long-term holding, and for ESPP's you can get lower taxes on higher earnings. Also, depending on local laws, some share schemes allow one to avoid some or all on the income tax. For example, in the UK £2000 in shares is treated differently to 2000 ... |
6789 | How can I calculate the volatility(standard deviation) of a stock price? and/or ROI (return on investment) of a stock? | [
"336284",
"20022",
"565487"
] | [
"\"the \"\"how\"\" all depends on your level of computer savvy. Are you an Excel spreadsheet user or can you write in programming languages such as python? Either approach have math functions that make the calculation of ROI and Volatility trivial. If you're a python coder, then look up \"\"pandas\"\" (http://panda... |
679 | Mortgage implications if I were to quit my job shortly after being approved? | [
"324331"
] | [
"You mention that you would quit right after getting approved. But in the United States there would be one last check as a part of closing. Therefore it would be best to wait until after closing to quit your job. Waiting until after closing would also protect you from some hiccup that causes a delay in closing, thu... |
6790 | How is a long call and short stock portfolio equivalent to lending money | [
"188152"
] | [
"hmmm. I think it's because in both cases, you must pay for it up front, before the positions are closed out. You own nothing except the right to buy the stock re: the call, and the obligation to buy the stock re: the short. You buy a call, but must borrow the stock, for which you must put some margin collateral a... |
6793 | List of web sites or online forums for stock picking and security analysis | [
"41577"
] | [
"This is a great forum, mostly focused around mutual funds though: http://www.bogleheads.org/"
] |
6794 | Do I need to report a capital gain/loss for stock given as a bonus and already taxed? | [
"314200"
] | [
"If you received shares as part of a bonus you needed to pay income tax on the dollar valuse of those shares at the time you received them. This income tax is based on the dollar value of the bonus and has nothing to do with the shares. If you have since sold these shares you will need to report any capital gain or... |
6797 | On what time scales are stock support and resistance levels meaningful? | [
"517286",
"73224"
] | [
"Support and resistance only works as a self-fulfilling prophecy. If everyone trading that stock agrees there's a resistance at so-and-so level, and it is on such-and-such scale, then they will trade accordingly and there will really be a support or resistance. So while you can identify them at any time scale (alth... |
6798 | Do precious metals and mining sector index funds grow as much as the general stock market? | [
"163446"
] | [
"Metals and Mining is an interesting special case for stocks. It's relationship to U.S. equity (SPX) is particularly weak (~0.3 correlation) compared to most stocks so it doesn't behave like equity. However, it is still stock and not a commodities index so it's relation to major metals (Gold for instance) is not ... |
6799 | What is the fair value of a stock given the bid and ask prices? Is there such a relationship? | [
"271029",
"233568",
"556694"
] | [
"None of the above. The fair value is a term used to describe an analytical result of projecting the company's future dividends and profits into a present value. Such estimates are published by the likes of Morningstar, S&P and Value Line. It is quite common for a stock to trade well above or below such estimated... |
680 | Can my U.S. company do work for a foreign company and get wire transfers to my personal account? | [
"152027"
] | [
"It seems that you're complicating things quite a bit. Why would you not create a business entity, open one or more bank accounts for it, and then have the money wired into those accounts? If you plan on being a company then set up the appropriate structure for it. In the U.S., you can form an S-corporation or an... |
6801 | Why did I lose 2 cents more than the difference in the stock prices on my Robinhood trade? | [
"115815",
"260836"
] | [
"\"Free, huh? From their Commission and Fee Schedule: So if you literally bought two shares, then the SEC added one penny in fees and FINRA added one penny as a \"\"Trading Activity Fee\"\" Note that there are several other fees on their schedule that may not apply to you. If you had bought 100 shares instead, you... |
6804 | Can I actually get a share of stock issued with a piece of paper anymore? | [
"346882",
"152607",
"159577"
] | [
"Yes, indeed. For example, Ford Motor Company's website has a bit about them. Is there any advantage to having an actual physical note instead of a website? You can safeguard them yourself. Which may or may not be a good thing. It certainly brings up a bit of hassle and extra costs if you want to sell them. Tho... |
6806 | Would selling significantly below market affect the value of a stock | [
"136822",
"189920"
] | [
"\"Assuming you are executing your order on a registered exchange by a registered broker, your order will be filled at the best bid price available. This is because brokers are legally obliged to get the best price available. For example, if the market is showing a bid of 49.99 and an offer of 50.01 and you submit... |
6808 | How to understand adding or removing “liquidity” in stock markets with market/non-market orders? | [
"486692"
] | [
"Not all limit orders add liquidity, but all market orders remove liquidity presuming there is liquidity to remove. A liquidity providing order is one that is posted to the limit book. If an order, even a limit order, is filled before being posted to the limit book, it removes liquidity. Liquidity is measured by a ... |
6809 | Saving tax for long term stock investment capital gain by quiting my current job? | [
"300641",
"446843",
"496217"
] | [
"The capital gain is counted as part of your income. So with a million capital gain you will be in a high tax bracket, and have to pay the corresponding capital gains tax rate on the million.",
"Reducing your income by 20k is guaranteed to lower your tax bill by less than 20k (because there are no tax rates great... |
6810 | Is there a kind of financial advisor for stock investors? How to find a good one? | [
"121255"
] | [
"I'm a retired stockbroker/Registered Investment Advisor. My initial discussions with prospects never had a fee. Restricted stock is unsaleable without specific permission from the issuing company, and typically involves time specifc periods when stock can be sold and/or amounts of stock that can be sold. Not for ... |
6812 | What is high trading volume in a stock indicative of? Is high liquidity a good thing or a bad thing? | [
"230343",
"24856",
"302372",
"464810"
] | [
"\"High liquidity doesn't necessarily mean that \"\"everybody is getting rid of the stock\"\", since somebody is obviously buying whatever stock that is being sold. Also, as mentioned, low liquidity may mean that you would have trouble selling the stock in the future.\"",
"\"In general, there should be a \"\"liqu... |
6816 | Is it possible that for shares to be reinvested in a stock you already sold? | [
"501931"
] | [
"I believe this depends on the broker's policies. For example, here is Vanguard's policy (from https://personal.vanguard.com/us/whatweoffer/stocksbondscds/brokeragedividendprogram): Does selling shares affect a distribution? If you sell the entire position two days or more before the dividend-payable date, your dis... |
6817 | How can I buy an OTC stock listed in Nasdaq from India? | [
"107215"
] | [
"According to this page on their website (http://www.kotaksecurities.com/internationaleq/homepage.htm), Kotak Securities is one big-name Indian broker that offers an international equities account to its Indian customers. Presumably, they should be able to answer all your questions. Since this is a competitive mar... |
682 | What tax-free retirement accounts are available for self-employed individuals? | [
"582191"
] | [
"You can open a self-employed 401k, here's an example. You can deposit up to 50K (including the personal cap and the profit sharing/matching portion)."
] |
6822 | does one have to keep stock until the dividend payment date to get the dividend? (Record Date vs Payment Date) [duplicate] | [
"527636"
] | [
"You only have to hold the shares at the opening of the ex-dividend date to get the dividends. So you can actually sell the shares on ex-dividend date and still get the dividends. Ex-dividend date occurs before the record date and payment date, so you will get the dividend even if you sold before the record date."
... |
6823 | Do I need to pay taxes in the US as an Alien Resident for my Canadian stock capital gains | [
"73723"
] | [
"I will answer my own question. After calling my broker, they explained me this:"
] |
6825 | Does a stock's price represent current liquidation of all shares? | [
"349147",
"386225",
"124205"
] | [
"\"What if everyone decided to sell all the shares at a given moment, let's say when the stock is trading at $40? I imagine supply would outweigh demand and the stock would fall. Yes this is the case. Every large \"\"Sell\"\" order results in price going down and every large \"\"Buy\"\" order results in price going... |
6828 | Can unclear or deceptive company news and updates affect the stock price in the opposite direction of where the company is actually headed? | [
"240550"
] | [
"Yes, but only in a relatively short term. False news or speculations can definitely change the stock price, sometimes even significantly. However, the stock price will eventually (in the long-term) correct itself and head to the right direction."
] |
683 | How to know more about my tax situation in the States | [
"546329"
] | [
"The LLC (not you) is probably in debt to the California FTB. Any LLC registered in California must pay at least $800 a year, until it is officially dissolved (i.e.: notice of cancellation/dissolution properly filed with the California Secretary of State). The FTB may come after members (including you) personally, ... |
6831 | Why do stock exchanges close at night? | [
"326115",
"447625",
"321639"
] | [
"Here are some plausible reasons why markets might continue to close:",
"I believe there are electronic exchanges that run continuously, but the older ones don't want to change their practices since some people may have strategies which (claim they) are based on this behavior so there would be a lot of unhappy ... |
6833 | When an in-the-money stock option expires does the broker always execute it or does its value become worthless if the owner doesn't execute it? | [
"227399"
] | [
"It depends on the broker, each one's rules may vary. Your broker should be able to answer this question for how they handle such a situation. The broker I used would execute and immediately sell the stock if the option was 25 cents in the money at expiration. If they simply executed and news broke over the weekend... |
6836 | Large BUY LIMIT orders' effect on a stock's price | [
"109345",
"284813"
] | [
"Traders sometimes look at the depth of the book (number of outstanding limit orders) to try and gauge the sentiment of the market or otherwise use this information to formulate their strategy. If there was a large outstanding buy order at $49.50, there's a decent chance this could increase the price by influencin... |
6839 | How it actually works? Selling a call on a stock I hold, but has done poor, might the market thinks may rise | [
"449280",
"443569"
] | [
"\"You seem to have it right. You will be selling what's known as a covered call. When you sell the call, you enter it as \"\"sell to open\"\" and the system should see that you own the stock. You need to be approved for options trading, not all accounts are. As far as this particular trade goes - No, the stock do... |
6840 | How will a limit order be executed when the stock market opens if there is a large change from the price of the day before? | [
"200879"
] | [
"The next day the market opens trading at 10.50, You haven't specified whether you limit order for $10.10 is to buy or sell. When the trading opens next day, it follows the same process of matching the orders. So if you have put a limit order to buy at $10.10 and there is no sell order at that price, your trade wil... |
6843 | Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? | [
"420974",
"307230",
"88813",
"545284",
"385095",
"332467",
"45472",
"131127",
"169954",
"220608",
"417457",
"10710"
] | [
"\"Though it seems unintuitive, you should rationally ignore the past performance of this stock (including the fact that it's at its 52-week high) and focus exclusively on factors that you believe should affect it moving forward. If you think it's going to go up even further, more than the return on your other op... |
6844 | How do I interpret this analysis from Second Opinion? | [
"510640",
"2633",
"137117"
] | [
"\"In Second Opinion's opinion, they say \"\"Do not initiate new position.\"\" This means do not buy the stock if you do not already own it. Since they also say to hold if you do own it, this is a very \"\"who knows what it will do\"\" neutral position (IMO).\"",
"\"This is analyst speak for \"\"the stock isn'... |
6845 | What is a 10 Year Treasury Note and How Can it be Used to Calculate the Intrinsic Value of a Stock? | [
"72529"
] | [
"\"It's a form of debt issued by the United States Treasury. As the name implies, a 10-year note is held for 10 years (after which you get the face value in cash), and it pays interest twice per year. It's being used in the calculator to stand for a readily available, medium-term, nearly risk-free investment, as a ... |
6847 | What does Dividend 165% mean in stock market? | [
"61193"
] | [
"Do not confuse the DIV (%) value and the dividend yield. As you can see from this page, the DIV (%) is, as you say, 165%. However, the dividend yield is 3.73% at the time of writing. As the Investopedia page referenced above says: The payout ratio is calculated as follows: Annual Dividends per Share / Earnings p... |
685 | Freelance trading of products in India | [
"453839"
] | [
"For most goods there is no license required, unless you are trading in restricted goods. Remittance need to be routed via banks and they should comply with FMEA. Your Bank or a qualified CA can guide you."
] |
6851 | Using Marine Traffic (AIS) to make stock picks? | [
"384536",
"90119"
] | [
"Since you seem determined to consider this, I'd like to break down for you why I believe it is an incredibly risky proposition: 1) In general, picking individual stocks is risky. Individual stocks are by their nature not diversified assets, and a single company-wide calamity (a la Volkswagen emissions, etc.) can c... |
6852 | Why do so many people trade a bankrupt company's stock? | [
"597346"
] | [
"It may have some value! Investopedia has a well-written quick article on how stock holders may still get some portion of the liquidated assets. While there is generally little left for common shareholders if the price of those shares is tiny and some money does come back to shareholders there can still be signif... |
6853 | Incentive Stock Option (ISO) tax question - more specific this time | [
"61919",
"570112"
] | [
"\"Alternatively you could exercise 12000 shares for $36000 and immediately sell 7200 shares to recover your exercise price. Then you use the remaining 4800 share to pay the exercise price of the remaining 8000 options. Both scenarios are equivalent but may have different fees associated, so it's worth checking the... |
6855 | Who owns NASDAQ? Does it collect fees from stock transactions? | [
"538396"
] | [
"\"NASDAQ OMX Group owns NASDAQ, a stock exchange. It is a corporation, and is listed on the NASDAQ as NDAQ. It makes money by: source NASDAQ also charges for market data services, found in the NASDAQ \"\"Datastore\"\". Other information about the fees charged by NYSE and NASDAQ may be found in the Investopedia art... |
6856 | How will my stock purchase affect my taxes? | [
"419856",
"189028"
] | [
"Assuming you are in the US, and are an average joe, the answer to your question is no. Investment costs do not reduce your taxable income for the year you make the investment. They do factor in to the cost basis of your investment and so will affect your taxes in the year you sell the investment. If you want to re... |
6857 | Shares in stock exchange and dividend payout relationship | [
"86757"
] | [
"It would be 0.22 * Rs 5 per share, i.e. Rs 1.1 per share. For 1000 share it would be Rs 1.1 * 1000, i.e. 1100"
] |
6859 | Are stock purchases on NASDAQ trackable to personal information? | [
"534370",
"552322"
] | [
"In the United States, when key people in a company buy or sell shares there are reporting requirements. The definition of key people includes people like the CEO, and large shareholders. There are also rules that can lock out their ability to buy and sell shares during periods where their insider knowledge would ... |
686 | Cost is (maybe) part of basis for two assets | [
"325865"
] | [
"For accounting purposes, consider the costs of acquisition as part of the cost of the asset as opposed to expensing. This will be important to consider if you need to amortise the asset for reporting or tax purposes. Dr. Land $250,000 Dr. Building: $250,000 Cr. Cash $500,000 The acquisition of the land from previ... |
6861 | Is it possible to trade US stock from Europe ? | [
"551809",
"430692"
] | [
"Any large stockbroker will offer trading in US securities. As a foreign national you will be required to register with the US tax authorities (IRS) by completing and filing a W-8BEN form and pay US withholding taxes on any dividend income you receive. US dividends are paid net of withholding taxes, so you do not ... |
6863 | Which technical analysis indicators are considered leading stock market indicators? | [
"88964"
] | [
"Relative Strength Indicators are also trailing indicators. They are based on the number of recent upticks or downticks in an investment's price. (The size of a tick is quantized, and related to the investment's price.) By the time enough upticks have accumulated to generate a buy signal, the investment has alre... |
6865 | Why public companies care how their stock price fluctuates? [duplicate] | [
"596736"
] | [
"The folks who hold stock are the legal owners of the company. If a majority of stock holders become unhappy with the management of a company they can fire the executives and put in new management, or they can direct the company to close its doors and sell off its assets. As a crude approximation, the stock holders... |
6866 | What should I do with my stock options? | [
"488207"
] | [
"The main reason to exercise the shares sooner rather than later is that you have to hold the shares for 1 year to gain access to the long-term capital gains rate when you sell your shares. You do not want short-term capital gains rates to apply to these shares when you sell them. If the company is unable to go pub... |
6869 | How to change stock quantity in KMyMoney investment editor? | [
"557219"
] | [
"I can't give you a detailed answer because I'm away from the computer where I use kMyMoney, but IIRC to add investments you have to create new transactions on the 'brokerage account' linked to your investment account."
] |
6870 | When to start investing in the stock market? | [
"479697"
] | [
"Investing requires capital, and the fastest way to get the capital is to develop good saving habits. Investing is an ongoing process to help you accumulate wealth, so to take advantage of compounding, the earlier you start, the better. I can suggest a few pointers to get you started on the investing journey. Gods... |
6871 | Question about stock taxes buy/sell short term | [
"89546",
"33287"
] | [
"If you have made $33k from winning trades and lost $30k from loosing trades your net gain for the year would be $3k, so obviously you would pay taxes only on the net $3k gains.",
"As Victor says, you pay tax on net profit. If this is a significant source of income for you, you should file quarterly estimated tax... |
6874 | UK Online Stock Tradiing for Beginner and Small Amounts? | [
"59871"
] | [
"Try something like this: http://www.halifax.co.uk/sharedealing/our-accounts/fantasy-trader/ Virtual or fantasy trading is a great way to immerse yourself in that world and not lose your money whilst you make basic mistakes. Once real money is involved, there are some online platforms that are cheaper for lower amo... |
6876 | What is an “at close order” in the stock market? | [
"471131",
"139438"
] | [
"Usually backtests for (long-term) strategies are evaluated on a end-of-day basis where you only consider close prices. If your strategy performs well in these backtests, hopes are that if you use a market-on-close (MOC) order your performance will not diverge too much from the backtest. The fact that it won't dive... |
6878 | Stock options value | [
"163396"
] | [
"What you will probably get is an option to buy, for £10,000, £10,000 worth of stock. If the stock price on the day your option is granted is £2.50, then that's 4,000 shares. Companies rarely grant discounted options, as there are tax disincentives. The benefit of the stock option is that when you exercise it, you ... |
6879 | Is there a mathematical formula to determine a stock's price at a given time? | [
"435963",
"57516",
"339963",
"69506"
] | [
"A stock market is just that, a market place where buyers and sellers come together to buy and sell shares in companies listed on that stock market. There is no global stock price, the price relates to the last price a stock was traded at on a particular stock market. However, a company can be listed on more than o... |
6881 | Understanding summary of brokerage account value, cash balance, buying power? | [
"566378"
] | [
"Here you go: I'll leave the last question as an exercise to the reader."
] |
6882 | Can I use a different HSA than PayFlex that came with aetna? | [
"411334",
"558172",
"591069"
] | [
"You can ask your employer for anything that you want. However, most employers, if they are contributing their own money into your HSA, or you are contributing to your own HSA through payroll deduction, only work with one HSA, which is much easier for them to manage. You are free to decline their HSA if you want. ... |
6883 | Why do people build a stock portfolio if one could get a higher return from bank interest than dividend per annum? | [
"67415",
"257413"
] | [
"Stock prices aren't constant; they rise and fall. The overall return on a share is the combination of the dividends paid plus the change in value of the share. Some companies pay no dividend at all yet investors still buy their shares because they believe the share price will rise. People invest in stocks becau... |
6884 | If I use stock as collateral for a loan and I default, does the bank pay taxes when they sell my stock? | [
"323731",
"355972",
"310326"
] | [
"If you are planning this as a tax avoidance scheme, well it is not. The gains will be taxable in your hands and not in the Banks hands. Banks simply don't cash out the stock at the same price, there will be quite a bit of both Lawyers and others ... so in the end you will end up paying more. The link indicates tha... |
6885 | How can the ROE on a stock be more than 100%? | [
"371515",
"549181"
] | [
"An operating margin will not compare with ROE. If a company has even a small margin on a large turnover and has a comparative lower shareholder equity, it ROE will be much higher. One ratio alone can not analyse a company. You need a full set of ratios and figures.",
"A company's Return on Equity (ROE) is its ne... |
6886 | Wash sale rule impact on different scenarios between different types of accounts | [
"536610",
"377944"
] | [
"\"The wash sale rule only applies when the sale in question is at a loss. So the rule does not apply at all to your cases 3, 4, 7, 8, 11, 12, 15, and 16, which all start with a gain. You get a capital gain at the first sale and then a separately computed gain / loss at the second sale, depending on the case, BUT... |
6887 | Wash sale rule question | [
"292762"
] | [
"Yes. On December 10, you have a wash sale. As long as you don't buy the stock back for 30 days after that, the wash is of no consequence. In other words, you don't have a wash issue if you don't own the stock for 30 days."
] |
6889 | Are dividends the only thing linking stocks to corporate performance? | [
"496681"
] | [
"There is certainly an obligation in some cases of a company to distribute profit, either as dividend or a stock buy back. Activist investors frequently push for one or the other when a company is doing well - sometimes to the detriment of future growth, in some eyes - and can even file shareholder lawsuits (saying... |
6894 | How does a limit order work for a credit spread? | [
"238075"
] | [
"As you probably know, a credit spread involves buying a call (or put) at one strike and selling another call (or put) at another with the same maturity, so you're dealing with two orders. Your broker will likely have to fill this order themselves, meaning that they'll have to look at the existing bid/asks for the ... |
6897 | At what percentage drop should you buy to average down | [
"106740",
"71924",
"507507"
] | [
"\"TL;DR; There is no silver bullet. You have to decide how much to invest and when on your own. Averaging down definition: DEFINITION of 'Average Down' The process of buying additional shares in a company at lower prices than you originally purchased. This brings the average price you've paid for all your shares ... |
6898 | For an equivalent company security, does it make more sense to trade them in country with dividend tax free? | [
"355089"
] | [
"You might have to pay a premium for the stocks on the dividend tax–free exchanges. For example, HSBC on the NYSE yields 4.71% versus HSBC on the LSE which yields only 4.56%. Assuming the shares are truly identical, the only reason for this (aside from market fluctuations) is if the taxes are more favorable in the ... |
69 | Deducting business expenses paid for by gift card | [
"378484"
] | [
"To quote the answer you linked to: Perhaps the simplest way to think about this is you can only deduct an expense that you actually incur. In other words, the expense should show up on a bank or CC statement. So, if your business purchased the $1000 gift card for $800, you should see a $800 charge appearing on a b... |
690 | Obtaining California SOS number for out-of-state LLC | [
"57486"
] | [
"\"SOS stands for Secretary of State. The California Department of State handles the business entities registration, and the website is here. See \"\"Forms\"\" in the navigation menu on the left. Specifically, you'll be looking for LLC-5.\""
] |
6900 | What exactly is BATS Chi-X Europe? | [
"516078",
"34080",
"152747"
] | [
"I work at BATS Chi-X Europe and wanted to provide some clarity/answers to these questions. BATS Chi-X Europe is a Recognised Investment Exchange, so it is indeed a stock exchange. Sometimes the term “equity market” could be used when explaining our business, but essentially we are a stock exchange. As some backg... |
6902 | What is the options industry changing about option symbols in February, 2010? | [
"71732",
"143606"
] | [
"\"The change is generally known as the Options Symbology Initiative (or \"\"OSI\"\") and there is a highly comprehensive guide to what occurred here. The basic gist of what occurred was a shift FROM: A coded system in which a shorter (3 to 5 letter symbol) could be used, but the symbols required a data source ... |
6904 | When trading put options, is your total risk decreased if you are in a position to exercise the option? | [
"359778",
"286189",
"216065"
] | [
"The risk situation of the put option is the same whether you own the stock or not. You risk $5 and stand to gain 0 to $250 in the period before expiration (say $50 if the stock reaches $200 and you sell). Holding the stock or not changes nothing about that. What is different is the consideration as to whether ... |
6905 | Options vs Stocks which is more profitable | [
"387162",
"120859",
"533727",
"394066",
"229626"
] | [
"Nearly 3 years ago, I wrote an article, Betting on Apple at 9 to 2 which described a bet in which a 35% move in the stock returned 354% on the option trade. Leverage works both ways, no move, or a slight move down, and the bet would have been lost. While I find this to be entertaining, I don't call it investing. ... |
6906 | How many stocks will I own in n years if I reinvest my dividends? | [
"129327",
"386309"
] | [
"Your example shows a 4% dividend. If we assume the stock continues to yield 4%, the math drops to something simple. Rule of 72 says your shares will double in 18 years. So in 18 years, 1000 shares will be 2000, at whatever price it's trading. Shares X (1.04)^N years = shares after N years. This is as good an ove... |
6908 | Uni-Select (UNS.TO) Market Cap Incorrect? | [
"536674"
] | [
"Note that your link shows the shares as of March 31, 2016 while http://uniselect.com/content/files/Press-release/Press-Release-Q1-2016-Final.pdf notes a 2-for-1 stock split so thus you have to double the shares to get the proper number is what you are missing. The stock split occurred in May and thus is after the ... |
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