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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a simple strategy of selling stock over a period of time? ### Answer: The best strategy for RSU's, specifically, is to sell them as they vest. Usually, vesting is not all in one day, but rath...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a simple strategy of selling stock over a period of time? ### Answer: Yes, there is an analogous strategy for selling: it's to sell a fixed number of shares per period of time. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate stock price (value) based on given values for equity and debt? ### Answer: There is no formula for calculating a stock price based on the financials of a company. A stock price is set...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate stock price (value) based on given values for equity and debt? ### Answer: Adding assets (equity) and liabilities (debt) never gives you anything useful. The value of a company is its...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate stock price (value) based on given values for equity and debt? ### Answer: I'll give you my quick and dirty way to value a company: A quick and dirty valuation could be: equity + 10 t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some important factors to consider before investing in a stock/index fund and why? ### Answer: Goal - What is it that you are saving or investing to have: Educational costs, retirement, vacat...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can the purchaser of a stock call option cancel the contract? ### Answer: You bought the right – but not the obligation – to buy a certain number of shares at $15 from whomsoever sold you the option,...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can the purchaser of a stock call option cancel the contract? ### Answer: I'm adding to @Dilip's basic answer, to cover the additional points in your question. I'll assume you are referring to public...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For what dates are the NYSE and U.S. stock exchanges typically closed? ### Answer: The NYSE publishes a list of holidays at its website. New link: https://www.nyse.com/markets/hours-calendars Old lin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For what dates are the NYSE and U.S. stock exchanges typically closed? ### Answer: Stumbled upon this question, I've found the updated dates for 2016 and 2017 in a more permanent location. https://www...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For what dates are the NYSE and U.S. stock exchanges typically closed? ### Answer: All public US equity exchanges are closed on the 9 US trading holidays (see below) and open on all other days. Excha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the term for the quantity (high price minus low price) for a stock? ### Answer: It is known as the range or the price spread of the stock. You can read more about it here http://www.investoped...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the term for the quantity (high price minus low price) for a stock? ### Answer: Just guessing here… How about Daily Median price? StockCharts provides a similar value they call VWAP. Which st...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a good strategy to invest when two stock companies either merge or acquisition? ### Answer: There is a strategy called merger-arbitrage where you buy the stock of the acquired company when it...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a good strategy to invest when two stock companies either merge or acquisition? ### Answer: There's an old adage in the equities business - "buy on rumor, sell on fact". Sometimes the strate...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Company A is buying company B, what happens to the stock? ### Answer: It depends on the timing of the events. Sometimes the buying company announces their intention but the other company doesn't like ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Company A is buying company B, what happens to the stock? ### Answer: I think the correct statement is that Expedia wants to buy Orbitz for $12/share. The market price is $11, which means there is som...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate how much a large stock position is really worth? ### Answer: This is actually a very complicated question. The key reading in this area is a seminal paper by Almgren & Chriss, "Optima...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate how much a large stock position is really worth? ### Answer: I don't have a formula for anything like this, but it is important to note that the "current value" of any asset is really...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate how much a large stock position is really worth? ### Answer: One of two things is true: You own less than 5% of the total shares outstanding. Your transaction will have little to no e...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate how much a large stock position is really worth? ### Answer: Something like cost = a × avg_spreadb + c × volatilityd × (order_size/avg_volume)e. Different brokers have different formu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Implications of a Canadian company IPO having a dual TSX/NYSE stock listing? ### Answer: Investors who are themselves Canadian and already hold Canadian dollars (CAD) would be more likely to purchase ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Perform exercise-and-hold AND exercise-and-sell-to-cover? ### Answer: The simplest thing to do here is to speak to your employer about what is allowed. This should be spelt out in your company's "Sto...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Perform exercise-and-hold AND exercise-and-sell-to-cover? ### Answer: Ask the folks administering your plan. They're the ones who define and implement the available choices for that specific plan. ###...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Evaluating stocks useless? ### Answer: Is evaluating stocks just a loss of time if the stock is traded very much? Not at all! Making sound investment decisions based on fundamental analysis of compani...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If a company goes private, does it still count as a capital gain/loss? ### Answer: does it still count as a capital gain or loss? Yes. Is it essentially treated like you sold the stock at the price of...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I buy shares of oil? I'm told it's done through ETFs. How's that related to oil prices per barrel? ### Answer: While we're not supposed to make direct recommendations, and I am in no way advis...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I buy shares of oil? I'm told it's done through ETFs. How's that related to oil prices per barrel? ### Answer: The papers you would need to buy are called 'futures', and they give you the righ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Exercise ISO or NSO in solo 401k? ### Answer: You have a Solo 401(k). You can fund it with cash, or I believe, with shares of your own company. You can't pull in other assets such as the ISOs from ano...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Margin Calculations Question ### Answer: The setup is a purchase of 200 shares at $40 with a cash deposit of $4000 and margin loan of $4000 which a year later grew to $4240. With a margin requirement...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is Bearish Bar Reversal? ### Answer: What it is trying to describe is the psychology around the current price of the stock. In candlestick charts for example, if you get what is called a Bearish...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the difference between adjusted close and close price slightly different between each day? ### Answer: Prices are adjusted for return and not payout. So if you take the ratio of the close pric...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the rate of return for a security when there is no risk-free rate (CAPM)? ### Answer: For starters, the risk-free rate has nothing to do with stocks. It would be independent of anything. It ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the dividend if yield is 3.04? ### Answer: From the hover text of the said screen; Latest dividend/dividend yield Latest dividend is dividend per share paid to shareholders in the most recen...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to interpret a big ask size? ### Answer: Yes, but it must be remembered that these conditions only last for instants, and that's why only HFTs can take advantage of this. During 2/28/14's selloff ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Bed and Breakfast, Same Day Capital Gains UK ### Answer: The 'same day rule' in the UK is a rule for matching purposes only. It says that sales on any day are matched firstly with purchases made on t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there an ETF or Mutual Fund which tracks James O'Shaugnessy's Trending 25 stock strategy? ### Answer: Funds can't limit themselves to a small number of stocks without also limiting themselves to a ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which set of earnings is used to work out the P/E of a stock ### Answer: This is a note from my broker, CMC Markets, who use Morningstar: Morningstar calculate the P/E Ratio using a weighted average o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which set of earnings is used to work out the P/E of a stock ### Answer: There are two common types of P/E ratio calculations: "trailing" and "forward" (and then there are various mixes of the two). T...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which set of earnings is used to work out the P/E of a stock ### Answer: @jlowin's answer has a very good discussion of the types of PE ratio so I will just answer a very specific question from within...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to allocate pre-tax money to a specific stock? ### Answer: Whether an investment is pre-tax is determined by the type of account (i.e., tax-advantaged vs ordinary taxable account), but ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I transfer my Employee Stock Purchase Plan assets to a different broker? ### Answer: I have an ESPP with E*Trade; you can transfer stock like that via a physical (paper) asset-transfer form. Look ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to reconcile these contradictory statements about the effect of volume on stock price? ### Answer: The first statement is talking about a sudden sharp increase in volume (double or more of average...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to reconcile these contradictory statements about the effect of volume on stock price? ### Answer: These statements aren't necessarily contradictory. In the first case, investors are bearish becau...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I make a profit by selling a stock short? ### Answer: Being "long" - expecting the price to go up to make a profit - is a two step process: 1) buy 2) sell Being "short" - expecting the price ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I make a profit by selling a stock short? ### Answer: How so? If i sell short, then i make a profit only if the price goes down so i can buy back at a lower price. Yes, but if the price is goi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Correct term for describing how “interesting” a stock is to buy ### Answer: You can call it a stock rating of say between 0 to 5 or 0 to 10 or whatever scale you want to use. It should not be called ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Top 3 things to do before year end for your Stock Portfolio? ### Answer: Bonus: Contribute to (or start!) your IRA for 2010. This doesn't have to be done have to be done by the end of the year; you c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Top 3 things to do before year end for your Stock Portfolio? ### Answer: Not knowing the US laws at all, you should worry more about having the best stock portfolio and less about taxes. My 0,02€ ###e...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I use losses from sale of stock to offset capital gains from sale of property ### Answer: Capital losses from the sale of stocks can be used to offset capital gains from the sale of a house, assum...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to map stock ticker symbols to ISIN (International Securities Identification Number)? ### Answer: There is no simple way to convert an ISIN into a stock ticker symbol. The only way to even attempt...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to map stock ticker symbols to ISIN (International Securities Identification Number)? ### Answer: It is possible to make a REST API call providing the ISIN to get the ticker in the response: Pyth...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I calculate total return of stock with partial sale? ### Answer: If you just want to know total return, either as dollars or a percentage, just add up the total amount spent on buys and compar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I calculate total return of stock with partial sale? ### Answer: You have only sold 200 shares for $4.75 from those bought for $3.15. So your profit on those 200 shares is $1.60 per share or $...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I calculate total return of stock with partial sale? ### Answer: Treat each position or partial position as a separate LOT. Each time you open a position, a new lot of shares is created. If yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I calculate total return of stock with partial sale? ### Answer: There are many ways to calculate the return, and every way will give you a different results in terms of a percentage-value. On...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I fully deduct capital losses against discounted capital gains? ### Answer: The short answer is no - the CGT discount is only applied against your net capital gain. So your net capital gain would ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to interpret these explanatory graphs (about option strategies)? ### Answer: The blue line is illustrating the net profit or loss the investor will realise according to how the price of the underl...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is dividend taxation priced in derivatives? ### Answer: No. Black Scholes includes a number of variables to calculate the value of the derivative but taxation isn't one of them. Whether you are tradin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is dividend taxation priced in derivatives? ### Answer: While derivative pricing models are better modeling reality as academia invests more into the subject, none sufficiently do. If, for example, on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find data on delisted stocks? ### Answer: You need a source of delisted historical data. Such data is typically only available from paid sources. According to my records, AULT (Ault Inc) beg...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find data on delisted stocks? ### Answer: In general you cannot. Once the security is no longer listed on the exchange - it doesn't have to provide information to the exchange and regulators...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I buy put options on an ADR? ### Answer: Some ADRs have standardized options that trade on US exchanges. If your stock/ADR is one of those, then you find the put option through most brokerages th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there software to buy and sell stocks in real time on very small moves in price? ### Answer: I'm answering in a perspective of an End-User within the United Kingdom. Most stockbrokers won't provid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there software to buy and sell stocks in real time on very small moves in price? ### Answer: Note that the pros pay for extremely fast access and are literally fighting over nanoseconds to get eve...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: 83(b) and long term capital gain ### Answer: You should apply for 83(b) within 30 days. 10 months is too late, sorry. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Wash sales and year end tax implications ### Answer: Yes, the net effect is zero. If you own zero shares by Nov 30, for example, and don't buy any more shares by 12/31, the year is done, and nothing l...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Set different trigger and sell price for Trailing Stop Limit ### Answer: It will depend largely on your broker what type of stop and trailing stop orders they provide. Saying that, I have not come acr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can a stop loss order be triggered by random price? ### Answer: Typically this isn't a random order- having a small volume just means it's not showing on the chart, but it is a vlid price point. Same ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does the Dow Jones Industrial Average (DJIA) divisor change to account for dividends? ### Answer: The methodology for divisor changes is based on splits and composition changes. Dividends are igno...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does the Dow Jones Industrial Average (DJIA) divisor change to account for dividends? ### Answer: Scrip dividends are similar to stock splits. With a stock split, 100 shares can turn into 200 shar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: I am a small retail investor. Can I invest in the Facebook IPO at the IPO price? [duplicate] ### Answer: I have an account with ETrade. Earlier this week I got an offer to participate in the IPO prope...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How good is Wall Street Survivor for learning about investing? ### Answer: While I've never used Wall Street Survivor, I took a look over the marketing materials and I've seen multiple similar contest...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How good is Wall Street Survivor for learning about investing? ### Answer: To be honest, wall street survivor is good but when it comes to learning the stock markets from Europe, Beat wall street is t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How good is Wall Street Survivor for learning about investing? ### Answer: I find this site to be really poor for the virtual play portion, especially the options league. After you place a trade, you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: S&P reports: number of shareholders? ### Answer: Yes these are the number of shareholders that are not held in "street name" plus the different brokerages that hold the shares in "street name". So th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Offsetting capital losses against gains for stocks ### Answer: The loss for B can be used to write off the gain for A. You will fill out a schedule 3 with cost base and proceeds of disposition. This...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Basic Algorithmic Trading Strategy ### Answer: This strategy is called trading the 'Golden Cross' if the 50 day SMA moves above the 200 day, or the 'Death Cross' when the 50 day SMA moves below the 20...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Definition of equity ### Answer: I was wondering why equity is reflecting ownership of the issuing entity? That is the definition of equity in this regard. My understanding is that for a stock/equity...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Definition of equity ### Answer: The word equity always refers to the ownership of something, whether it be a company or a home. The wikipedia article is differentiating companies by how they raised m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Risk tolerance as I age ### Answer: You say you have 90% in stocks. I'll assume that you have the other 10% in bonds. For the sake of simplicity, I'll assume that your investments in stocks are in nic...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are the risks with ETFs with relatively low market caps? ### Answer: Market cap probably isn't as big of an issue as the bid/ask spread and the liquidity, although they tend to be related. The sp...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: how do capital gains work if you don't know the original purchase price? ### Answer: There are two scenarios to determine the relevant date, and then a couple of options to determine the relevant pric...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I use regular or adjusted close for backtesting? ### Answer: You would have to compare your backtesting to what you will be doing in real trading, and try to have the backtesting as close to yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I use regular or adjusted close for backtesting? ### Answer: A one year period of study - Stock A trades at $100, and doesn't increase in value, but has $10 in dividends over the period. Stock...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I use regular or adjusted close for backtesting? ### Answer: If you want to monitor how well you did in choosing your investments you will want to use stock prices that account for the dividend...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Large volume options sell ### Answer: It depends upon who the counterparty is. If the counterparty is the OCC, they would most likely call force majeure if their finances were at serious risk. They c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Large volume options sell ### Answer: Yes this is possible in the most liquid securities, but currently it would take several days to get filled in one contract at that amount There are also position ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why call option price increases with higher volatility ### Answer: The mathematics make it easier to understand why this is the case. Using very bad shorthand, d1 and d2 are inputs into N(), and N() c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why call option price increases with higher volatility ### Answer: Understanding the BS equation is not needed. What is needed is an understanding of the bell curve. You seem to understand volatilit...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why call option price increases with higher volatility ### Answer: I agree that high volatility just means the underlying stock price fluctuates more, and it does not imply if the stock is going up or...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why call option price increases with higher volatility ### Answer: When volatility is higher, the option is more likely to end up in-the-money. Moreover, when it ends up in-the-money, it is likely to ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why call option price increases with higher volatility ### Answer: The entire premise of purchasing a call option is your expectation that the prices will rise. So even though there is a possibility o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why call option price increases with higher volatility ### Answer: Let's say a stock trades at $100 right now, and you can buy a $100 call option. When you buy the call option (and the money you paid ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Basic questions about investing in stocks ### Answer: What is a stock? A share of stock represents ownership of a portion of a corporation. In olden times, you would get a physical stock certificate (...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Basic questions about investing in stocks ### Answer: Now a days, your stocks can be seen virtually through a brokerage account. Back in the days, a stock certificate was the only way to authenticate ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Basic questions about investing in stocks ### Answer: For point two.. The norm for buying stock is to just register online with a major broker: Fidelity, Schwab,TD Ameritrade...etc, send them money to...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Basic questions about investing in stocks ### Answer: A stock represents your share of ownership in a corporation. All of these shares indicate towards your part of ownership in a corporation a shareh...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Reasons for a warrant's intrinsic value and price not adding up? ### Answer: While on the surface it may seem that the warrant you described is trading below intrinsic value, there are many reasons wh...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I convert spread option into regular call or put? ### Answer: Just so I'm clear- the end result is a long call, and you think the stock is going up. There is nothing wrong with that fundamentally....