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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: Yes. There are levels of option trading permission. For example, I've never set myself up for naked put writing. But, if you already ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are NSCC illiquid charges? ### Answer: NSCC illiquid charges are charges that apply to the trading of low-priced over-the counter (OTC) securities with low volumes. Open net buy quantity represen...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens when a (Internation) Central securities depository goes bankrupt? ### Answer: There is no generic answer and it would depend on case to case basis. CSD are built on strong foundation in ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Market Close Order ### Answer: During the day, market and limit orders are submitted at any time by market participants and there is a bid and an ask that move around over time. Trades occur wheneve...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Who puts out buy/sell orders during earnings reports or other scheduled relevant information? ### Answer: The early bird catches the worm. The first person who makes use of the information gains! Tha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do you calculate the P/E ratio by industry? ### Answer: You could sum the P/E ratio of all the companies in the industry and divide it by the number of companies to find the average P/E ratio of t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Want to buy above market price? ### Answer: Yes, you can do this buy placing a conditional order to buy at market if the price moves to 106 or above. Once the price hits 106 your market order will hit...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Want to buy above market price? ### Answer: Buy and sell orders always include the price at which you buy/sell. That's how the market prices for stocks are determines. So if you want to place a buy or...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does it mean to be “offset against taxable gains”? ### Answer: Offset against taxable gains means that the amount - $25 million in this case - can be used to reduce another sum that the company w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is capturing a loss a unique opportunity? ### Answer: I agree, one should not let the tax tail wag the investing dog. The only question should be whether he'd buy the stock at today's price. If he wi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: I'm a UK citizen, can I use US stockbrokers? ### Answer: The UK has historically aggressive financial law, inherited from Dutch friendship, influence, and acquisitions by conquest. The law is so open ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to value employee benefits? ### Answer: To fairly compare a comp-only job to a job that offers insurance, get a quote for health insurance. Call your local insurance broker and find out what it wo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to value employee benefits? ### Answer: It would depend on the health insurance that was being offered, and if it covers your family or just you. We pay around $500-600 for individual health insur...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to value employee benefits? ### Answer: Employee Stock Purchase Plans (ESPPs) were heavily neutered by U.S. tax laws a few years ago, and many companies have cut them way back. While discounts of ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to value employee benefits? ### Answer: Health insurance varies wildly per state and per plan and per provider - but check them out to have a baseline to know what it should cost if you did it you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do technical indicators actually work while analyzing stocks? [duplicate] ### Answer: Sure they work - right until they don't. Explanation: A stock picking strategy based on technical indicators is at...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to use a stop and limit order together? ### Answer: You need to use one of each, so a single order wouldn't cover this: The stop-loss order could be placed to handle triggering a sell market orde...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the different between 2 :1 split and 1:1 split ### Answer: There is no such thing as a "one for one" split. It's either N for 1, or 1 for N in a reverse split. And for either, N can't be 1. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the different between 2 :1 split and 1:1 split ### Answer: I'm guessing you're conflating bonus share issuance with stock split. That seems very common to me, from a quick search; there's eve...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the different between 2 :1 split and 1:1 split ### Answer: The 1 for 1 split could be the case where a company is being split into two parts. The new part may be spun off, or sold to another c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Resources on how to be a short term trader? ### Answer: I commend you for your desire to be a smart and engaged investor. Regarding the other comments, yes the market is unpredictable and dangerous, b...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Resources on how to be a short term trader? ### Answer: The problem is that while there are a lot of statistics that can be created from basic market data such as prices and volume, along with the fun...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Resources on how to be a short term trader? ### Answer: If you're a person of normal means, being a short-term trader/speculator is a game that you are going to lose. Don't do it -- do some research o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: In short (pun intended), the shareholder lending the shares does not believe that the shares will fall, even though the potential invest...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: Why would a shareholder lend the investor the shares? Some brokers like IB will pay you to lend your shares: http://ibkb.interactivebrok...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: When I have stock at my brokerage account, the title is in street name - the brokerage's name and the quantity I own is on the books of ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: There are two primary reasons shares are sold short: (1) to speculate that a stock's price will decline and (2) to hedge some other rel...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: Short sellers have to pay interest on the borrowings to the shareholders. Although many times brokers don't pass on these earnings to th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: For the same reason that people bet on different teams. Some think the Tigers will win, others thing the Yankees will win. They wager $5...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: Because they receive compensation (generally interest + dividends) for loaning out the shares. I own an asset X. Somebody else wants t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do shareholders participate in shorting stocks? ### Answer: One thing no one else has touched on is the issue of time frame. If I'm looking to hold my shares over the next few years, I don't mind ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Covered call and put options as separate trades ### Answer: Yes, if the call expires worthless, leaving you with stock. Then you can exercise your put when the stock goes below put strike price. ###en...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do I purchase stocks or not? ### Answer: You didn't give enough information. What is your goal? What is your financial situation? A discount to buy company stock can seem very tempting. I was te...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: RSU vested recently ### Answer: ML is a brokerage firm. Tell them to sell. If you can't or don't know how to do it on-line - call them and do it over the phone. Your citizenship might come in effect w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way I can get bid/ask price data on the NSE in real time? ### Answer: Yes apply for live and dynamic data (you may have to pay for this depending on your broker and your country) and look ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way I can get bid/ask price data on the NSE in real time? ### Answer: Quite a few Banks/brokers offer direct terminals to NSE where you can see live prices. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way I can get bid/ask price data on the NSE in real time? ### Answer: Buy Data products from NSE. You will get historical order book. The Live order book may not be available. https://www....
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I have 10,000 stocks to sell with 23 B market cap ### Answer: You will almost certainly be able to sell 10,000 shares at once. The question is a matter of price. If you sell "at market" then you ma...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I have 10,000 stocks to sell with 23 B market cap ### Answer: First a quick terminology correction: I believe you're proposing selling 10,000 shares of the stock of a company, not "10,000 stocks". ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using stop-loss as risk management: Is it safe? ### Answer: A stop-loss does not guarantee a sale at the given price; it just automatically triggers an unlimited sale as soon as the market reaches the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using stop-loss as risk management: Is it safe? ### Answer: A stop-loss order becomes a market order when a trade has occurred at or below the trigger price you set when creating the order. This means...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Understanding company income statements: What is a good profit margin that would make it worthwhile to invest? ### Answer: The short answer is that it depends on the industry. In other words, margin a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some ways to mitigate the risks of covered calls? ### Answer: Two ways to mitigate this risk are to buy a put at a lower premium to the written call, or manage your trade by buying back your ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some ways to mitigate the risks of covered calls? ### Answer: If the position starts losing money as soon as it is put on, then I would close it out ,taking a small loss. However, if it start...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does investment bank risk during IPO? ### Answer: Investment banks don't have to buy anything. If they don't think the stock is worth buying - they won't. If they think it is - others on the seco...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does investment bank risk during IPO? ### Answer: There are two kinds of engagements in an IPO. The traditional kind where the Banks assume the risks of unsold shares. Money coming out of their p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Taxes, Puts and the Wash Rule ### Answer: There are different schools of thought. You can ask the IRS - and it would not surprise me if you got different answers on different phone calls. One interpre...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does 83b election work when paying fair market value at time of grant? ### Answer: 83(b) election requires you to pay the current taxes on the discount value. If the discount value is 0 - the taxe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does 83b election work when paying fair market value at time of grant? ### Answer: Yes, you would pay no taxes at the time of purchase. In fact, this is not uncommon. Many early employees of start...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does 83b election work when paying fair market value at time of grant? ### Answer: The tax cost at election should be zero. The appreciation is all capital gain beyond your basis, which will be t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does an issue of bonus shares improve shareholder value? ### Answer: It sounds like "bonus shares" are the same as a stock dividend. Stock dividends are equivalent to a stock split except for accounti...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does an issue of bonus shares improve shareholder value? ### Answer: This IS a stock split. http://en.wikipedia.org/wiki/Stock_split Ratios of 2-for-1, 3-for-1, and 3-for-2 splits are the most common,...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does an issue of bonus shares improve shareholder value? ### Answer: The bonus share also improves the liquidity however there is some difference in treatment. Lets say a company has 100 shares, of $1...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: SBI term deposit versus SBI bonds ### Answer: I wrote one to check against the N3 to N6 bonds: http://capitalmind.in/2011/03/sbi-bond-yield-calculator/ Things to note: ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate 1 share movement ### Answer: The price of a share has two components: Bid: The highest price that someone who wants to buy shares is willing to pay for them. Ask: The lowest price tha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate 1 share movement ### Answer: Unless other people believe you have a reason for selling at a lower price, your sale probably has no lasting effect at all on the market. Of course, if p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Making money through CFD ### Answer: What is being described in Longson's answer, though helpful, is perhaps more similar to a financial spread bet. Exactly like a bookmaker, the provider of a spread ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Making money through CFD ### Answer: A CFD is like a bet. Bookies don't own horses or racetracks but you still pay them and they pay you if the horses win. If you buy a CFD the money goes to the firm ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens when there are no Limit Orders? ### Answer: The obvious thing would happen. 10 shares change owner at the price of $100. A partially still open selling order would remain. Market orders w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: ESPP taxes after relocating from Europe to the United States? ### Answer: I would suggest to get an authoritative response from a CPA. In any case it would be for your own benefit to have at least the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: ESPP taxes after relocating from Europe to the United States? ### Answer: If you haven't been a US resident (not citizen, different rules apply) at the time you sold the stock in Europe but it was ins...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: ESPP strategy - Sell right away or hold? ### Answer: A general rule of thumb is to avoid having more than 5% of your investments in any single stock, to avoid excessive risk; it's usually even more ri...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: ESPP strategy - Sell right away or hold? ### Answer: For ESPP, the discount that you get is taxed as ordinary income. Capital gains is taxed at the appropriate rate, which is different based on how lo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Different ways of looking at P/E Ratio vs EPS ### Answer: You could not have two stocks both at $40, both with P/E 2, but one an EPS of $5 and the other $10. EPS = Earnings Per Share P/E = Price per ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Different ways of looking at P/E Ratio vs EPS ### Answer: all other things being equal if you have two stocks, both with a P/E of 2, and one has an EPS of 5 whereas the other has an EPS of 10 is t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Different ways of looking at P/E Ratio vs EPS ### Answer: Check your math... "two stocks, both with a P/E of 2 trading at $40 per share lets say, and one has an EPS of 5 whereas the other has an EPS o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does anyone make significant money on very low volume stocks? ### Answer: First, I want to point out that your question contains an assumption. Does anyone make significant money trading low volum...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does anyone make significant money on very low volume stocks? ### Answer: Because swing trading isn't the only reason to buy a stock, and it's not the only way to make money on a stock. I do not ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Putting the gordon equation into practice ### Answer: The Gordon equation does not use inflation-adjusted numbers. It uses nominal returns/dividends and growth rates. It really says nothing anyone wou...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Correct way to amend tax return as a result of not correctly reporting gains on sale of private stock based on Installment method? ### Answer: After much research, the answer is "a": recompute the tax...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the tax rate for selling stocks? ### Answer: Assuming that taxes were withheld when you received the options, you would now only owe tax on the profit from the sale of the stock. The cost bas...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do my kids need to file a tax return? ### Answer: No they do not. From form 1040 instructions, a single, non-blind dependent under age 65 must file if the following are true: You must file a return if...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do my kids need to file a tax return? ### Answer: If the gift was stock that they have owned for years there can be one hitch: The basis of the stock doesn't reset when it is gifted. For example if gr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Shorting diluting stocks ### Answer: It depends on how big the dilution is. Could be a good trade. Do the math yourself, many times nobody else has as all the employees think they are going to get ric...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Wash sale rule with dividend reinvestment ### Answer: You sold all shares? The potential wash sale effect goes away after 30 days from the dividend date. Selling all shares of a stock where a wash exi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Wash sale rule with dividend reinvestment ### Answer: I was not able to find any authority for the opinion you suggest. Wash sale rules should, IMHO, apply. According to the regulations, you attribute...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Short Selling Specific to India ### Answer: In India the Short is what is called in other markets call as "Naked Short" [I think I got the right term]. It means that you can only short sell intra day ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Short Selling Specific to India ### Answer: In India the only way to short a stock is using F&O which I personally find to be sufficient for any shorting needs. However, Futures can be generally sold ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Short Selling Specific to India ### Answer: In India, as suggested above, short/long position can be taken either in F&O or Spot market. The F&O segment short/long can be kept open for appx. 3 months ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do day-traders or frequent traders handle their taxes? ### Answer: There are two ways to handle this. The first is that the better brokers, such as Charles Schwab, will produce summaries of your g...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do day-traders or frequent traders handle their taxes? ### Answer: Starting of 2011, your broker has to keep track of all the transactions and the cost basis, and it will be reported on your 1099-...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do day-traders or frequent traders handle their taxes? ### Answer: You need to track every buy and sell to track your gains, or more likely, losses. Yes, you report each and every transactions. Pa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Asset management after leaving the USA ### Answer: Yes to all three. However, ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Canadian Citizen and Non Resident for tax purposes ### Answer: However, you might have to pay taxes on capital gains if these stocks were acquired during your prior residency. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: At Vanguard, can I transfer shares from regular investment account to a Roth IRA? ### Answer: No, IRA contributions can only be made in the form of cash (rollovers and conversions are different). You'...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: At Vanguard, can I transfer shares from regular investment account to a Roth IRA? ### Answer: Since you are paying taxes on the distributions from your mutual funds anyway, instead of reinvesting the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a CFD work behind the scenes? ### Answer: There are several ways that the issuers profit from CFDs. If the broker has trades on both sides (buy and sell) they can net the volumes off against ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I exercise underwater ISOs, can I claim a loss? ### Answer: No, because you didn't lose anything. When you exercise ISO "at loss" you're buying stock without a discount, that's it. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I exercise underwater ISOs, can I claim a loss? ### Answer: If you do this, you own a stock worth $1, with a basis of $2. The loss doesn't get realized until the shares are sold. Of course, we hope...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Executing a stop loss at the purchase price? ### Answer: You will lose out on your spread, you always pay a spread. Also, if you are looking at a strategy for using stop losses, try taking into accoun...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stocks: do Good Till Cancelled orders get executed during after hours? ### Answer: You'd have to check the rules for your broker to make sure that the term is being used in its usual sense, but the ty...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stocks: do Good Till Cancelled orders get executed during after hours? ### Answer: When I place an order with Scottrade I also have to specify if I am wanting to trade outside of normal hours. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stocks: do Good Till Cancelled orders get executed during after hours? ### Answer: You typically need to specify that you want the GTC order to be working during the Extended hours session. I trade on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What's the formula for profits and losses when I delta hedge? ### Answer: You don't mention any specific numbers, so I'll answer in generalities. Say I buy a call option today, and I short the underly...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to automate the tracking of ratios and other values for a set of stocks or ETFs? ### Answer: Spreadsheets need not be static, they can pull data from the web. This article describes the method yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can another tax loss be used to offset capital gains taxes? How does it work? ### Answer: Capital gains and losses offset each other first, then your net gain is taxed at the applicable rate. If you h...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can another tax loss be used to offset capital gains taxes? How does it work? ### Answer: Capital losses do mirror capital gains within their holding periods. An asset or investment this is certainly ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to think of two at the money call options with different strike prices and premiums? ### Answer: As other uses have pointed out, your example is unusual in that is does not include any time value...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to think of two at the money call options with different strike prices and premiums? ### Answer: Your scenario depicts 2 "in the money" options, not "at the money". The former is when the share p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What name is given to a value such as this? ### Answer: This is called "change" or "movement" - the change (in points or percentage) from the last closing value. You can read more about the ticker tap...