question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
9251 | Using stock options to lower income tax in the USA? | [
"30201"
] | [
"You're talking about NQO - non-qualified stock options. Even assuming the whole scheme is going to work, the way NQO are taxed is that the difference between the fair market value and the strike price is considered income to you and is taxed as salary. You'll save nothing, and will add a huge headache and addition... |
9257 | What is the maximum I can have stored in a traditional 401(k) and a Roth 401(k)? | [
"163878",
"151045"
] | [
"I've never seen anything in any IRS publication that placed limits on the balance of a 401K, only on what you can contribute (and defer from taxes) each year. The way the IRS 'gets theirs' as it were is on the taxes you have to pay (for a traditional IRA anyway) which would not be insubstantial when you start to ... |
9259 | Which USA Brokerage Firms can I transfer my India stocks to? | [
"340210"
] | [
"You might what to check out Interactive Brokers. If your India stock is NSE listed they might be able to do it since they support trading on that exchange. I would talk to a customer service rep there first. https://www.interactivebrokers.com/en/index.php?f=exchanges&p=asia"
] |
926 | The equivalent of the standing order in the internet age for the UK specifically | [
"347109"
] | [
"A standing order is still the right way to do this. Most bank accounts have online access and will let your customer setup the standing order online, without having to fill in a paper form."
] |
9260 | Can I withdraw cash from selling investments before the settlement date? | [
"109422",
"315205"
] | [
"No, you cannot withdraw the money until settlement day. Some brokers will allow you to trade with unsettled funds, but you cannot withdraw it until it is settled. Think about it, when you buy stock you have to pay for them by T+3, so if you sell you actually don't receive the funds until T+3.",
"\"Depends on yo... |
9264 | How can you correlate a company stock's performance with overall market performance? | [
"382394",
"378821"
] | [
"How can you correlate a company stock's performance with overall market performance. No you can't. There is no simple magic formulae that will result in profits. There are quite a few statistical algorithms that specialists have built, that work most of the times. But they are incorrect most of the times as well."... |
9265 | What kind of traditional IRA should I use to hold funds from old employer 401K plans? | [
"532672"
] | [
"Magazines like SmartMoney often have an annual issue that reviews brokers. One broker may have a wider variety of no-fee mutual funds, and if that's your priority, then the stock commissions may be a moot issue for you. In general, you can't go wrong with a Fidelity or Schwab, and to choose investments within the ... |
9267 | What is a good price to “Roll” a Covered Call? | [
"415887",
"442823",
"257609"
] | [
"There is no reason to roll an option if the current market value is lower than the strike sold. Out-of-the-money strikes (as is the $12 strike) are all time value which is decaying constantly and that is to our advantage. If share price remains below the strike, the option will expire worthless, you will still hav... |
9269 | What should I do about proxy statements? | [
"377147",
"511117",
"536931"
] | [
"\"You own a fractional share of the company, maybe you should care enough to at least read the proxy statements which explain the pro and con position for each of the issues you are voting on. That doesn't seem like too much to ask. On the other hand, if you are saying that the people who get paid to be knowledgea... |
927 | Generally Accepted Accounting Principles question | [
"444145"
] | [
"You recognize expense when you sell the hot dog. When you pay for the buns you have inventory, which is an asset. When you sell the hot dog - you have cost of goods sold, which is the expense. Expense principle says that you recognize expense when you use the product. You use the buns when you actually sell the ho... |
9271 | What is the maximum number of options I can buy if the price is $0.01? | [
"399367"
] | [
"Options trading at $.01 have the same position limits as other options. Self regulatory organizations set the position limits for options which can be 250,000 contracts on one side of the book, as an example. Weeklies that are expiring soon have lots of liquidity while trading at $0.01, you can see this in Bank of... |
9272 | Why does a company's stock price affect its ability to raise debt? | [
"509659"
] | [
"As JB hints, it is likely due to superior or improving, fundamentals. If the fundamentals of a company improve then its ability to repay loans improves. If its ability to repay improves then more sources of cash become willing to lend to the company. Also if fundamentals are improving then more sources are willing... |
9274 | Why is the number of issued shares less than the number of outstanding shares | [
"573851",
"261926",
"99947"
] | [
"\"The formulae #issued shares = #outstanding shares + #treasury shares looks right. However it looks like the Treasury Shares are treated as -ve in accounting books and thus the outstanding shares are more than issued shares to the extent of Treasury shares. Further info at \"\"Accounting for treasury stock\"\" on... |
9278 | How can I generate $250/month every month from $4000 that I have? | [
"333059",
"373119"
] | [
"If you are looking to begin living off the money now, then Dheer's answer is correct - it is not possible. However, if you are looking to grow that money (and potentially additional money added at later dates), then you could make this work. 250 a month corresponds to 3000 per year. A first approximation is that y... |
9279 | How to invest in Japan's stock market from the UK | [
"152695"
] | [
"Use an exchange traded fund ETF, namely SPDR MSCI Japan EUR Hdg Ucits ETF. It is hedged and can be bought in the UK by this broker State Street Global Advisors on the London Stock Exchange LSE. Link here. Article on JAPAN ETF hedged in Sterling Pound here."
] |
9280 | What happened to GOOG-stock? Why isn't it 1.000 USD? | [
"345404"
] | [
"The stock split, it is similar to what happened to Apple a little while back. When Google split 2 to 1, it means that each share holder got 2 shares for each 1 share they had and each share was 1/2 the price."
] |
9281 | Can an ETF, open at a price other than what the pre-market was at? | [
"515579",
"78842"
] | [
"If I understand you correctly, you are noticing that a stock's price can change drastically when the time changes from pre-market trading hours to open market hours. This could occur because a much smaller pool of investors make trades during pre-market and after-market hours. When the regular market opens there i... |
9283 | How to find out the amount of preferred stock of Coca Cola Company? | [
"416397",
"506236",
"546548",
"560499"
] | [
"Coca Cola doesn't seem to have any preferred shares outstanding. From the annual report, it does say that the number of common shares outstanding was 2,294,316,831 as of February 22, 2011. (cover page, right before the horizontal break) But normally, you can find it either toward the beginning of the document or i... |
9285 | Just getting started and not sure where to go from here | [
"96045"
] | [
"There's a lot going on here. I'd be making the maximum ($5500 for a single person under 50) contribution to the Roth IRA each year. Not too late to put in for 2014 before Wednesday, 4/15. Not out of your income, but from the T Rowe Price account. As long as you have earned income, you can make an IRA deposit up t... |
9290 | Tax benefits to buying stocks on Dec 31 vs. one day later? | [
"35752"
] | [
"For a long term gain you must hold the stock a year and a day, so, the long term hold period will fall into 2015 regardless. This is the only tax related issue that occurs to me, did you have something else in mind? Welcome to Money.SE."
] |
9293 | Is there any algorithm to calculate highest possible return on stock market? | [
"102618",
"250653"
] | [
"Highest possible is meaningless. Ex: Use 17x Leverage on E-mini S&P 500 Futures, perfectly long before an uptick and short before a downtick every minute. Goes to the moon in a day of 1,440 minutes. You are supposed to use a Buy-and-Hold SPY, with leverage that makes the Standard Deviation of SPY same as your Po... |
9294 | Why are stop order called “stop” when it is in fact a “start” condition? | [
"322891",
"580927"
] | [
"A stop order can be used to both enter or exit a position. A stop loss is used to set the price you want to get out if the price reaches that level. Whilst a stop buy or entry order is used to get into a position if the price reaches your desired level for entry. The stop order just means that you want to place yo... |
9295 | Is unrealized gain part of asset? | [
"526823",
"531787"
] | [
"\"Stocks, as an asset, represent the sum of the current market value of all of your holdings. If your portfolio is showing unrealized gains and losses, then that net amount is inherently reflected in the current market value of your holdings. That's not to say cost basis is not important. Any closed trades, reali... |
93 | Really have to use business credit card for personal expenses | [
"292748"
] | [
"\"I really have to use the business card for personal expenses, please assume that in your answer. This is very hard to believe. You must do that? Why not just have the company pay you $1600 each month? Then you can use that money for whatever you want. Why can't you do this? (I cannot think of a legitimate reason... |
930 | Automate Savings by Percentage on varying paychecks? | [
"401111",
"502223"
] | [
"When I have been faced with this sort of situation I have done the split at the bank. They had the ability to recognize the deposit as a payroll transfer and split it the way I wanted. I put a specific amount of money into checking, another amount of money into the mortgage, and a specific amount of money into an... |
9300 | Can I buy IPO stock during the pre-market trading on the day of IPO? | [
"573600"
] | [
"The first moment of trading usually occurs even later than that. It may take a few hours to balance the current buy/sell orders and open the stock. Watch CNBC when a hot IPO is about to open and you'll see the process in real time. If you miss it, look at a one day Yahoo chart to see when the open occurred."
] |
9302 | How expensive is it to keep minimal cash at a brokerage? | [
"153010",
"288219"
] | [
"You're trying to mitigate the risk of having your investments wiped out by fraud committed by your broker by using margin loans to buy stock secured by other, non-cash assets in your account. The solution that you are proposing does not make any sense at all. You mitigate a very low probability/high impact risk by... |
9304 | Inherited Stock | [
"413174"
] | [
"Since you reference SS, I surmise you are in the US. Stock you inherit gets a stepped up basis when it's inherited. (so long as it was not contained within a tax deffered retirement account.) When you sell, the new basis is taken from that day you inherited it. It should be minimal compared to your desire to dive... |
9306 | Stock Option Value correlated to net worth of company | [
"385177",
"447812",
"461130"
] | [
"There could also be some degree of dilution at play here. If they are rapidly expanding and hiring, or if they took on another round of funding each share may have a lower amount of value though the company might be worth more than they were previously. The newly issued options may also be of a different class.",
... |
931 | How can I judge loan availability? | [
"52250",
"26397"
] | [
"It sounds like your current loan is in your name. As such, you are responsible for paying it. Not your family, you. It also sounds like the loan payments are regularly late. That'll likely drastically affect your credit rating. Given what you've said, it doesn't surprise me that you were declined for a credit card... |
9312 | How to file income tax returns for profits from ESPP stock? | [
"581632",
"467853"
] | [
"Consult a professional CA. For shares sold outside the Indian Stock Exchanges, these will be treated as normal Long Term Capital Gains if held more than one year. The rate would be 10% without Indexation and 20% with Indexation. If the stocks are held for less than 1 years, it will be short term gains and taxed ac... |
9316 | Why do non-electronic stock exchanges (with floor traders) still exist? | [
"182462",
"276690"
] | [
"For the second part, no most NYSE trades are done electronically.",
"Non-electronic stock exchanges still exist because they used to exist. There are a lot of people in trading firms who grew up with floor trading and don't want to give it up, either because they feel more comfortable with it or because they mig... |
9317 | How do I begin investment saving, rather than just saving in a bank account? | [
"323228",
"176548"
] | [
"In general, the higher the return (such as interest), the higher the risk. If there were a high-return no-risk investment, enough people would buy it to drive the price up and make it a low-return no-risk investment. Interest rates are low now, but so is inflation. They generally go up and down together. So, as a ... |
9318 | Where Can The Fully Diluted Outstanding Shares Of A Company Be Found? | [
"258973"
] | [
"You can calculate the fully diluted shares by comparing EPS vs diluted (adjusted) EPS as reported in 10K. I don't believe they report the number directly, but it is a trivial math exercise to reach it. The do report outstanding common stock (basis for EPS)."
] |
9321 | Long term investing alternative to mutual funds | [
"409603",
"351088"
] | [
"\"Typically mutual funds will report an annualized return. It's probably an average of 8% per year from the date of inception of the fund. That at least gives some basis of comparison if you're looking at funds of different ages (they will also often report annualized 1-, 3-, 5-, and 10- year returns, which are pr... |
9323 | Is there a “standard deduction” for Line 5 on Schedule A of Federal taxes? | [
"148715"
] | [
"\"The $10,400 is in the question, in two pieces. His employer withheld $8000, and her employer withheld $2400. Thus they paid together $10,400 in income taxes, which are deductible if you itemize deductions and choose income taxes over sales taxes (you can deduct one or the other). There's nothing \"\"standard\... |
9324 | Multiple mortgage pre-approvals and effects on credit score | [
"547598",
"129574"
] | [
"\"The problem is not the credit score; it is the \"\"competing\"\" inquiries. Multiple inquiries will be considered as one if done withing a short time period (2 month, IIRC) and for the same kind of credit, because people do shop for rates, you're not the first one to do that. So don't worry about that. What you ... |
9326 | Changes in Capital Gains Tax in the US - Going to 20% in 2011? | [
"376800",
"523481",
"557361"
] | [
"The top long-term capital gains tax rate will rise to 20% effective 1 Jan, 2011, unless Congress decides to do something about it before then. (Will they? Who knows!! There's been talk about it, but, well, it's Congress. They don't even know what they're going to do.) Anyway. The rules about when you can sell sto... |
9327 | Getting started in stock with one special field of activity | [
"562046",
"1103",
"188596",
"240591"
] | [
"I don't think investing in only one industry, which you may know well, is very wise. You may want to invest in that industry but you should not restrict yourself from investing solely in that industry. There are many times when your chosen industry may not be performing very well and other industries are performi... |
933 | How can I find out how much a currency is traded? | [
"517345"
] | [
"\"This is actually a fairly hard question to answer well as much of the currency trading that is done in financial markets is actually done directly with banks and other financial institutions instead of on a centralized market and the banks are understandably not always excited to part with information on how exa... |
9337 | What is the minimum lot size (number of shares) for the London Stock Exchange? | [
"522907",
"488055"
] | [
"\"Good question! It seems to me that there is no minimum order size for shares trading on the LSE. Please note, I couldn't find an definite answer, but: According to the \"\"International Order Book\"\" document (see: http://www.londonstockexchange.com/traders-and-brokers/rules-regulations/change-and-updates/stock... |
934 | Can a company charge you for services never requested or received? | [
"249106",
"125288",
"251258",
"442293"
] | [
"In general, you can only be charged for services if there is some kind of contract. The contract doesn't have to be written, but you have to have agreed to it somehow. However, it is possible that you entered into a contract due to some clause in the home purchase contract or the contract with the home owners' ass... |
9341 | Mutual Funds Definition and Role | [
"367960",
"479420"
] | [
"\"I think you are asking about actively managed funds vs. indexes and possibly also vs. diversified funds like target date funds. This is also related to the question of mutual fund vs. ETF. First, a fund can be either actively managed or it can attempt to track an index. An actively managed fund has a fund manage... |
9345 | Formula for estimating amount needed to become full-time stock market investor | [
"194363"
] | [
"You can't get there from here. This isn't the right data. Consider the following five-year history: 2%, 16%, 32%, 14%, 1%. That would give a 13% average annual return. Now compare to -37%, 26%, 15%, 2%, 16%. That would give a 4% average annual return. Notice anything about those numbers? Two of them are i... |
9349 | Why do people buy stocks at higher price in merger? | [
"327127",
"281419",
"186220"
] | [
"\"Without any highly credible anticipation of a company being a target of a pending takeover, its common stock will normally trade at what can be considered non-control or \"\"passive market\"\" prices, i.e. prices that passive securities investors pay or receive for each share of stock. When there is talk or sugg... |
935 | Should I have more than one brokerage account? | [
"140990",
"422938"
] | [
"\"I believe the answer here is no: SIPC protection of customers with multiple accounts is determined by \"\"separate capacity.\"\" Each separate capacity is protected up to $500,000 for securities and cash (including a $250,000 limit for cash only). Accounts held in the same capacity are combined for purposes of t... |
9358 | Whether to prepay mortgage or invest in stocks | [
"285234",
"368590",
"154449",
"209963"
] | [
"\"I strongly doubt your numbers, but lets switch the question around anyway. Would you borrow 10k on your house to buy stocks on leverage? That's putting your house at risk to have the chance of a gain in the stock market (and nothing in the market is sure, especially in the short term), and I would really advi... |
9359 | How should I think about stock dividends? | [
"156253",
"164895",
"467081",
"538079",
"425641"
] | [
"At 19 years old you can and should be investing to see your money grow over the years. Reinvesting the dividends does get to be pretty significant because they compound over many years. Historically this dividend compounding accounts for about half of the total gains from stocks. At 70 years old I am not investing... |
9362 | Why some things are traded in an exchange while others are traded OTC | [
"574820"
] | [
"All securities must be registered with the SEC. Securities are defined as (1) The term “security” means any note, stock, treasury stock, security future, security-based swap, bond, debenture, evidence of indebtedness, certificate of interest or participation in any profit-sharing agreement, collateral-trust ... |
9366 | How does the U.S. wash sale replacement stock rule work? | [
"436530",
"177798"
] | [
"\"From Pub 550: More or less stock bought than sold. If the number of shares of substantially identical stock or securities you buy within 30 days before or after the sale is either more or less than the number of shares you sold, you must determine the particular shares to which the wash sale rules appl... |
9367 | Is there any benefit to investing in an index fund? | [
"298350",
"308071",
"334919",
"379213",
"322070"
] | [
"\"Index funds may invest either in index components directly or in other instruments (like ETFs, index options, futures, etc.) which are highly correlated with the index. The specific fund prospectus or description on any decent financial site should contain these details. Index funds are not actively managed, bu... |
937 | Can I deduct taxes for home office as a freelance computer software developer? | [
"295509",
"380165"
] | [
"This answer is assuming you're in the US, which apparently you're not. I doubt that the rules in the EU are significantly different, but I don't know for sure. In case of an IRS control, is it ok to say that I regularly connect remotely to work from home although in the work contract it says I must work at cli... |
9371 | Do I just let an options conversion/reversal trade go to expiration? | [
"111301",
"384221"
] | [
"To Chris' comment, find out if the assignment commission is the same as the commission for an executed trade. If that does affect the profit, just let it expire. I've had spreads (buy a call, sell a higher strike call, same dates) so deep in the money, I just made sense to let both exercise at expiration. Don't p... |
9373 | How does a company select a particular price for its shares? | [
"151132",
"320472"
] | [
"\"First, keep in mind that there are generally 2 ways to buy a corporation's shares: You can buy a share directly from the corporation. This does not happen often; it usually happens at the Initial Public Offering [the first time the company becomes \"\"public\"\" where anyone with access to the stock exchange can... |
9378 | What does it mean if a company pays a quarterly dividend? How much would I get quarterly? | [
"408610"
] | [
"\"Google is a poor example since it doesn't pay a dividend (and doesn't expect to), so let's use another example with easy numbers. Company X has a stock price of $100, and it pays a quarterly dividend (many companies do). Let's assume X pays a dividend of $4. Dividends are always quoted in annual terms, as is div... |
938 | Received a late 1099 MISC for income I reported already, do I have to amend? | [
"599496"
] | [
"Why would the IRS be coming after you if you reported the income? If you reported everything, then the IRS will use the 1099 to cross-check, see that everything is in order, be happy and done with it. The lady was supposed to give you the 1099 by the end of January, and she may be penalized by the IRS for being la... |
9384 | What laws/regulations are there regardings gifts in the form of large sums of money? | [
"416225",
"529435"
] | [
"\"This depends on the country(ies) involved. US citizen/resident giving gifts is required to pay a gift tax. The recipient of the gift, however, pays nothing. The value of the gift at the time of the gift-giving is used to determine the tax, and an exclusion of $14000 per person per year (as of 2013) is available ... |
9393 | Best starting options to invest for retirement without a 401k | [
"404800",
"187124",
"437453"
] | [
"First, check out some of the answers on this question: Oversimplify it for me: the correct order of investing When you have determined that you are ready to invest for retirement, there are two things you need to consider: the investment and the account. These are separate items. The investment is what makes your... |
9397 | Calculating return on a series of stock positions with multiple uneven transactions | [
"402216"
] | [
"\"Generally if you are using FIFO (first in, first out) accounting, you will need to match the transactions based on the number of shares. In your example, at the beginning of day 6, you had two lots of shares, 100 @ 50 and 10 @ 52. On that day you sold 50 shares, and using FIFO, you sold 50 shares of the first l... |
9399 | ESPP (Employee Stock Purchase Plan) Funds on Mortgage Loan Application | [
"98767",
"440179"
] | [
"The problem is that you don't have the money now; so they can't know with 100% certainty that you will have it on settlement day. What happens if you don't file the paperwork in time? or you change your mind because you think the company stock is going to go through the roof next quarter? They would have to pull ... |
9401 | Placing limit order and stop loss on same stock at same time | [
"165548",
"448713",
"429147"
] | [
"Although this is possible with many brokers, it's not advisable. In many cases you may end up with both trades executed at the same time. This is because during the opening, the stock might spike up or down heavily, bid/ask spread widens, and both of your orders would get picked up, resulting in an instant loss. Y... |
9402 | Buying USA Stocks from Sri Lanka | [
"253024",
"82283"
] | [
"Verify if a local bank offers to participate in different stock markets - big companies like apple or facebook often gets traded on different markets - like Xetra (germany) or SIX (Switzerland). That being said I'd recommend you to rethink this strategy and maybe using some products offered by your bank - for 1000... |
941 | Why do sole proprietors in India generally use a current account? | [
"295203",
"456636"
] | [
"No. Current account is not a requirement. You can use savings account. You would need to pay taxes on interest. Savings account have limitation on number of withdrawal in a quarter, hence most sole proprietorship have current account.",
"Current account offers a lot of benefits for sole proprietors. Think of it ... |
9410 | What's the difference between shares outstanding and regular shares? | [
"98654"
] | [
"outstanding shares are the shares(regular shares) that are still tradable in the market, where the firm in question is listed. The term is primarily used to distinguish from shares held in treasury(treasury stock), which have been bought back(buybacks) from the market and aren't currently tradable in the market. W... |
9418 | Is an open-sourced World Stock Index a pipe-dream? | [
"89602",
"193805"
] | [
"\"An index is just a mathematical calculation based on stock prices. Anyone can create such a calculation and (given a little effort) publish it based on publicly available data. The question of \"\"open source\"\" is simply whether or not the calculator chooses to publish the calculation used. Given how easy an i... |
942 | Credit card expenses showing as Liabilities in QuickBooks | [
"102002"
] | [
"Is it normal in QuickBooks to have credit card expenses being shows as liabilities? Is there a way I can correct this? If they are expenses they shouldn't be negative liabilities unless you overpaid your credit card by that amount. It sounds like perhaps when you linked the account the credit/debit mapping may h... |
9421 | What is a “Subscription Rights Offering” of a stock one owns? | [
"498752"
] | [
"After a company goes public, if it wants to raise more money, then it does this by secondary public offering or rights issue. In subscription rights issue gives the right to existing share holders to buy new shares at equal proportion. So if every one buys, they maintain the same percentage of ownership. Generally... |
9424 | Should I invest $35,000 for 3-5 months? [duplicate] | [
"267627",
"324946"
] | [
"Yes, and there are several ways, the safest is a high-yield savings account which will return about 1% yearly, so $35 per month. That's not extremely much, but better than nothing (you probably get almost zero interest on a regular checking account).",
"\"Is it possible to profit from some of this money in the s... |
9427 | Net money invested in Stock indexes ended up in red | [
"373750"
] | [
"Not sure where you got the 296 crores figure. The data on the sheet shows activity by category of investors. In the end NET of all BUY and SELL across all categories will always be Zero. It has no bearing on whether the stock market goes up or goes down. If you compare only activity by certain category, say FII th... |
9428 | Can two or more people own 1 stock in the US? | [
"579919"
] | [
"A share of stock is an asset not much different than any other asset. If the share is being held in a joint account, it's being jointly owned. If the share is being held by a company with multiple owners then the share is owned by the various owners. If you're married and in a community property state, then it'... |
9429 | ETF S&P 500 with Reinvested Dividend | [
"183910",
"360716",
"158934",
"176342"
] | [
"The problem there is that there's a tax due on that dividend. So, if you wish, you can buy the ETF and specify to reinvest dividends, but you'll have to pay a bit of tax on them, and keep track of your basis, if the account isn't a retirement account.",
"\"What you seem to want is a dividend reinvestment plan (D... |
943 | Why would a restaurant offer a very large cash discount? | [
"351159",
"194159",
"365187"
] | [
"Why would such a large discount make business sense to the restaurant? The legit reasons could be; Or can I assume that the restaurant is trying to avoid leaving a paper trail so that they could avoid paying tax? The illegal reasons could be;",
"Another possible reason for this is to benefit the servers. When ... |
9432 | investing - where to trade online? (Greek citizen) | [
"15772",
"396985"
] | [
"You will likely need to open an account in another EU country, like a broker operating out of France, Britain or Germany, to get the best options. If you are comfortable using an english language site and interface, I highly recommend Interactive Brokers as they let you trade in many markets simultaneously, have ... |
9434 | How could strike price for new shares be higher than the market price | [
"33357",
"91208"
] | [
"This can arise with very thinly traded stocks for large blocks of shares. If the market only has a few thousand dollars available at between 8.37 and 12.5 the price is largely meaningless for people who want to invest in hundreds of thousands/millions of dollars worth, as the quoted price can't get them anywhere n... |
9437 | How does a stake sale affect a company's stock price? | [
"400841"
] | [
"Is it normal for such transactions to create new outstanding shares? Yes a company can create new shares or a Majority share holder can sell some of his stake or it can be a mix of both. how will this news affect the short-term and long-term price of the company's stock? This is opinion based and not apt for this ... |
944 | How to estimate federal and state taxes likely to be due on my side income? | [
"418630"
] | [
"\"Most states that have income tax base their taxes on the income reported on your federal return, with some state-specific adjustments. So answering your last question first: Yes, if it matters for federal, it will matter for state (in most cases). For estimating the tax liability, I would not use the effective... |
9440 | Taxes: Sold House this Year, Buying Next Year | [
"438666",
"75410"
] | [
"When you sell your primary residence, you are required to capitalize any loss or gain at that point; you do not carry over your loss or gain (as you might in an investment property). As such, the timing of the purchase of the next house is not relevant in this discussion: you gained however much you gained alread... |
9442 | Would it be considered appropriate to use a market order for my very first stock trade? | [
"184756",
"292642",
"249279",
"155151"
] | [
"Difference between a limit and market order is largely a trade-off between price certainty and timing certainty. If you think the security is already well priced, the downside of a limit order is the price may never hit your limit and keep trading away from you. You'll either spend a lot of time amending your orde... |
9443 | Determining the basis for capital gain [duplicate] | [
"424352"
] | [
"If you make money in currency speculation (as in your example), that is a capital gain. A more complicated example is if you were to buy and then sell stocks on the mexican stock exchange. Your capital gain (or loss) would be the difference in value in US dollars of your stocks accounting for varying exchange rat... |
9445 | When is the best time to put a large amount of assets in the stock market? | [
"333961",
"53244",
"564787",
"57393",
"291015"
] | [
"\"Trying to \"\"time the market\"\" is usually a bad idea. People who do this every day for a living have a hard time doing that, and I'm guessing you don't have that kind of time and knowledge. So that leaves you with your first and third options, commonly called lump-sum and dollar cost averaging respectively. ... |
9446 | Looking for a stock market simulation that's as close to the real thing as possible | [
"483168",
"382597",
"200984",
"367845",
"406457"
] | [
"\"There is a site that treats you like a fund manager in the real market, Marketoracy, http://marketocracy.com/. Each user is given 1 million in cash. You can have multiple \"\"mutual funds\"\", and the site allows use to choose between two types of strategies, buy/sell, short/cover. Currently, options are not sup... |
9453 | What does it mean for a company to have its market cap larger than the market size? | [
"343120",
"321432",
"344220",
"224011",
"403739",
"363546",
"173262"
] | [
"The difference between the two numbers is that the market size of a particular product is expressed as an annual number ($10 million per year, in your example). The market cap of a stock, on the other hand, is a long-term valuation of the company.",
"First read mhoran's answer, Then this - If the company sold ... |
9454 | selling apple stock limit order | [
"502147"
] | [
"Your order may or may not be executed. The price of stock can open anywhere. Often yesterday's close is a good indication of today's open, but with a big event overnight, the open may be somewhere quite different. You'll have to wait and see like the rest of us. Also, even if it doesn't execute at the open, th... |
9456 | What happens to an options contract during an all stock acquisition? | [
"207253",
"550785"
] | [
"According to this article: With an all-stock merger, the number of shares covered by a call option is changed to adjust for the value of the buyout. The options on the bought-out company will change to options on the buyer stock at the same strike price, but for a different number of shares. Normally, one option i... |
9457 | How to invest Rs.10k in India | [
"290757",
"581712"
] | [
"Rs 10,000 is a small but good amount to begin with. I would suggest you start by investing in some good mutual funds. Do some research, a balance mutual fund is less risky less returns compared to a equity mutual fund. The other option is directly investing in stock market, however this needs some experience and y... |
9458 | Sell Stock using Limit | [
"28685"
] | [
"if I put a limit sell at $22.00 now, will it not sell until it's at $22.00 and I will continue to keep the stock? Basically yes. But note that brokers generally don't allow such limit orders to persist indefinitely. The default may even be that they're only valid until the end of the day, and usually the maximum v... |
9459 | Will I get a tax form for sale of direct purchased stock (US)? | [
"28633"
] | [
"\"I think I found the answer, at least in my specific case. From the heading \"\"Questar/Dominion Resources Merger\"\" in this linked website: Q: When will I receive tax forms showing the stock and dividend payments? A: You can expect a Form 1099-B in early February 2017 showing the amount associated with payment ... |
9460 | Finding Uncorrelated Assets | [
"449043"
] | [
"Have a look at: Diversify Portfolio. The site provides various tools all focused on correlation, diversification and portfolio construction. You can scan through every stock and ETF listed on the NASDAQ and NYSE to find any kind of correlation you're looking for. You can also create a portfolio and then analyze al... |
9464 | Simple and safe way to manage a lot of cash | [
"598440",
"71299",
"463636",
"575794"
] | [
"Overall I think your idea is sound. The key here is to choose that 401k provider wisely and have a specific asset allocation plan (like Joe mentioned) Summary of this approach: Pluses: Minuses: I'd consider Vanguard for simple, no frills investing. If you're looking to get into choosing stocks, check out the Mot... |
9467 | Low risk hybrid investment strategy | [
"150080",
"427300",
"170700"
] | [
"I recall similar strategies when (in the US) interest rates were quite a bit higher than now. The investment company put 75% or so into into a 5 year guaranteed bond, the rest was placed in stock index options. In effect, one had a guaranteed return (less inflation, of course) of principal, and a chance for some m... |
9469 | Why is it important to research a stock before buying it? | [
"358846",
"220772",
"269709",
"41687"
] | [
"The only sensible reason to invest in individual stocks is if you have reason to think that they will perform better than the market as a whole. How are you to come to that conclusion other than by doing in-depth research into the stock and the company behind it? If you can't, or don't want to, reach that conclu... |
947 | What are useful indexes for rapid evaluation of country investment risk? | [
"194682"
] | [
"Rather than using the Human Development Index or Ease of Doing Business, if you primary purpose is for investments, you need to consider the Country rating provided by various agencies like These would tell as to how good the country is for investment in general. Just to highlight a difference, China may not fare... |
9471 | Foreign currency losing value — can I report this as a loss for tax purposes? | [
"169245"
] | [
"This loss would be unrealized and, assuming you're a cash-basis tax-payer, you would not be able to take a loss on your 2014 tax return. This is similar to if you held a stock that lost 50% of its value. You wouldn't be able to claim this loss until you finally sold it. The link that User58220 posted may come int... |
9475 | How should I deal with my long term gain this year? | [
"403608",
"38287"
] | [
"\"Long term capital gains are taxed at 15% this year, so the most you stand to save is $150. I wouldn't sell anything at a loss just to offset that, unless you planned on selling anyways. A few reasons: The Long term capital gains rate will go up to 20% next year, so your losses will be \"\"worth more\"\" next ye... |
9478 | Option spreads in registered accounts | [
"282143"
] | [
"From my own personal experience, you cannot trade spreads in RRSP or TFSA accounts in Canada. You can only buy options (buy a call or buy a put) or you can sell calls against your stock (covered call selling). You will not be able to sell naked options, or trade any type of spread or combo (calendars, condors, etc... |
948 | How to account for personal baby sitter? | [
"280788",
"297938",
"470066"
] | [
"\"Are you working for a company that offers a Dependent Care Account? You may be able to withhold up to $5000/yr pre tax for care for you child. If you cover more than half her expenses, she is your dependent. You can't \"\"double dip.\"\" If she is your dependent, she cannot be the care provider for purposes of ... |
9482 | Do Options take Dividend into account? | [
"542586",
"18805"
] | [
"No can't make quick bucks. It depends very much on what the strike price was. Dividends which are below 10% of the market value of the underlying stock, would be deemed to be ordinary dividends and no adjustment in the Strike Price would be made for ordinary dividends. For extra-ordinary dividends, above 10%... |
9484 | What types of ETFs are taxed differently by the IRS? | [
"545267",
"474745"
] | [
"\"Very interesting question. While searching i also found that some precious metal ETFs (including IAU) gains are taxed at 28% because IRS considers it \"\"collectible\"\", rather than the usual long term 15% for stocks and stock holding ETFs. As for capital gain tax you have to pay now my guess it's because of th... |
9485 | Equity As Part of Compensation | [
"533457",
"453829"
] | [
"With LLCs, the operation agreement can define different shares for different kinds of income or equity, and different partners may be treated differently. In essence, you can end up with a different stock class for each partner/member. So you need to read the grant document and the OA really carefully to know what... |
9486 | Does owning BP ADR from US stock market required to pay custody fees | [
"429123",
"145555"
] | [
"\"New SEC rules also now allow brokers to collect fees on non-dividend bearing accounts as an \"\"ADR Pass-Through Fee\"\". Since BP (and BP ADR) is not currently paying dividends, this is probably going to be the case here. According to the Schwab brokerage firm, the fee is usually 1-3 cents per share. I did an E... |
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