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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: May I Invest as a non accredited investor? ### Answer: Does me holding stock in the company make me an accredited investor with this company in particular? No. But maybe the site will let you trade i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: May I Invest as a non accredited investor? ### Answer: Without knowing the specifics it is hard to give you a specific answer, but most likely the answer is no. If they limit the participation in the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does “issued XXX and YYY shares” mean? ### Answer: authorized 100,000,000 shares They cannot issue shares more than that so 102M isn't possible. Common stock - $.01 par value, authorized 100,000,...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the difference between fixed-income duration and equity duration? ### Answer: A bond has a duration that can be easily calculated. It's the time weighted average of all the payments you'll rec...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does Robinhood calculate fees and taxes over the total gain/loss or per-transaction? ### Answer: I don't see a tag for United States, so I'm having to assume this is US taxes. It doesn't matter what ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I analyse moving averages? ### Answer: Moving Average is mere average line based on historical period; broadly use to view the trend. But it has no relation to price action in due future course...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I analyse moving averages? ### Answer: One could use technical indicators in any number of ways...they aren't rigidly defined for use in any particular way. If they were, only computers would ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I analyse moving averages? ### Answer: If you are going to be a long term investor you are only going to buy and hold. You will not sell. Thus future price is not relevant. Only dividend payout...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What can I do to remedy ISA cash/shares transfer latency? ### Answer: One possibility you may consider is to keep all of your funds in the stocks and shares ISA while investing that proportion you wis...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to deal with activist targeting of individual stocks? ### Answer: The easiest way to deal with risks for individual stocks is to diversify. I do most of my investing in broad market index funds, p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Hdgs to be removed from the S&P/ASX Indices ### Answer: As I said in the comments, from the SMH article, you will get $3.30 per share you hold in Wotif. The bit about Wotif veing replaced in the S&P A...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Definition of “U.S. source” for US non-resident alien capital gains tax ### Answer: The examples you provide in the question are completely irrelevant. It doesn't matter where the brokerage is or wher...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Short or Long Term Capital Gains for Multiple Investments ### Answer: The default is FIFO: first in - first out. Unless you specifically instruct the brokerage otherwise, they'll report that the lot y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Short or Long Term Capital Gains for Multiple Investments ### Answer: Tell your broker. You can usually opt to have certain positions be FIFO and others LIFO. Definitely possible with Interactive Br...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: question about short selling stocks ### Answer: If you had an agreement with your friend such that you could bring back a substantially similar car, you could sell the car and return a different one t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: question about short selling stocks ### Answer: The original owner of the shares can pledge their shares to be short, and they earn interest from lending their shares. The conditions of this arrangeme...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: question about short selling stocks ### Answer: My take on this is that with any short-selling contract you are engaging in, at a specified time in the future you will need to transfer ownership of th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Market makers role ### Answer: The role of the market maker is to make sure there is a bid and ask on a particular stock. That's it. The market maker ensures that there is a price at which you can b...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Choosing which ESPP stocks to sell? ### Answer: the difference would be taxes... Lets say you have two lots, one with a 10 dollar gain, and one with a 20 dollar gain. And lets say you decide to sell...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does conversion of Secured Convertible Notes work? ### Answer: Let's assume that the bonds have a par value of $1,000. If conversion happens, then one bond would be converted into 500 shares. Th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are the tax implications of exercising options early? ### Answer: Despite a fair number of views, no one besides @mbhunter answered, so I'll gather the findings of my own research here. Hopefully...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are the tax implications of exercising options early? ### Answer: The difference is whether your options qualify as incentive stock options (ISOs), or whether they are non-qualifying options. If ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How come we can find stocks with a Price-to-Book ratio less than 1? ### Answer: The VDE fund is an energy fund so this is a function of recent price changes in oil (and gas, coal, &c). For example. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How come we can find stocks with a Price-to-Book ratio less than 1? ### Answer: A lower Price/Book Value means company is undervalued. It could also mean something horribly wrong. While it may look li...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How come we can find stocks with a Price-to-Book ratio less than 1? ### Answer: Note that the formula for Price to Book ratio is: Stock Price / {[Total Assets - (Intangible Assets + Liabilities)] / S...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How come we can find stocks with a Price-to-Book ratio less than 1? ### Answer: Book value = sell all assets and liquidate company . Then it's the value of company on book. Price = the value at which ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which market orders to meet this recommendation : 'Take a position on the purchase of the fooBar share, protect your capital by placing a stop' ### Answer: You would place a stop buy market order at 4...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Death and Capital Gains Taxes (United States) ### Answer: My understanding is that when you die, the stocks are sold and then the money is given to the beneficiary or the stock is repurchased in t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Death and Capital Gains Taxes (United States) ### Answer: Stocks (among other property) currently is allowed a "stepped-up basis" when valuing for estate tax purpose. From the US IRS web page: To det...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is owning ADR share for a good idea for long term investor ### Answer: Usually the ADR fee comes out of dividend payments and is modest. The ADR that I am most familiar with (Vodafone - VOD) pays divi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying & Selling Call Options ### Answer: You're correct. If you have no option position at execution then you carry no risk. Your risk is only based on the net number of options you're holding at exe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying & Selling Call Options ### Answer: If you sold bought a call option then as you stated sold it to someone else what you are doing is selling the call you bought. That leaves you with no positio...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are assets lost in a bankruptcy valued at the time of loss, or according to current value? ### Answer: You are not the person or entity against whom the crime was committed, so the Casualty Loss (thef...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When buying a call option, is the financial stability of the option writer relevant? ### Answer: In the case of regulated, exchange-traded options, the writer of an options contract is obliged to main...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When buying a call option, is the financial stability of the option writer relevant? ### Answer: Exchange traded options are issued in a way that there is no counter party risk. Consider, stocks and ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I get the most value from my employer's ESPP? ### Answer: A 15% discount is a 17.6% return. (100/85 = 1.176). For a holding period that's an average 15.5 days, a half month. It would be silly ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I get the most value from my employer's ESPP? ### Answer: Short answer is to put the max 15% contribution into your ESPP. Long answer is that since you want to be saving as much as you can any...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I get the most value from my employer's ESPP? ### Answer: A 15% discount does not necessarily mean it is a good investment. The stock price can go down at any point. 15% discount might mean y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to exercise options when you they're worth more money than you have? [duplicate] ### Answer: The fact that the option is deep in the money will be reflected in the market price of the option so yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Understanding Put Options ### Answer: Options, both puts and calls, are typically written/sold at different strike prices. For example, even though the stock of XYZ is currently trading at $12.50, the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: US: Basics of taxation of stocks ### Answer: E.g. I buy 1 stock unit for $100.00 and sell it later for $150.00 => income taxes arise. Correct. You pay tax on your gains, i.e.: the different between ne...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why people still look for “naked” short-sellng stocks instead of short selling CFDs ### Answer: Investopedia has a nice article on this here The Key benefit looks like better returns with lower capita...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy stocks of my current employer because of its high dividend yield? ### Answer: Generally, it is considered a bad idea to put significant parts of your money in your own employer's stock, n...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy stocks of my current employer because of its high dividend yield? ### Answer: Your cons say it all. I would not be buying stocks based soley on a high dividend yield. In fact companies wi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy stocks of my current employer because of its high dividend yield? ### Answer: Dividend yields are a product of the dollar amount paid to shareholders and the stock price. Dividends yields...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy stocks of my current employer because of its high dividend yield? ### Answer: Dividend yield is not the only criteria for stock selection. Companies past performance, management, past dea...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I verify that a broker I found online is legitimate? ### Answer: (I answered a similar question before.) Essentially, you shouldn't trust a site you find on the Internet merely because it look...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I verify that a broker I found online is legitimate? ### Answer: Both Scottrade and ING Direct (CapitalOne) have physical branches. Scottrade are wide-spread, ING/CapitalOne are less common (i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I verify that a broker I found online is legitimate? ### Answer: How you check if a broker is legitimate: 1) Are they a registered broker dealer? Broker dealers have to be registered with FINR...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Wash sale rule + Mutual Funds/ETFs? ### Answer: I think the IRS doc you want is http://www.irs.gov/publications/p550/ch04.html#en_US_2010_publink100010601 I believe the answers are: ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do investors go long option contracts when they cannot cover the exercise of the options? ### Answer: I think it depends on your broker. Some brokers will not try to auto exercise in the money options...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do investors go long option contracts when they cannot cover the exercise of the options? ### Answer: I do this often and have never had a problem. My broker is TD Ameritrade and they sent several em...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can an ETF perform differently than its holdings? ### Answer: The Creation/Redemption mechanism is how shares of an ETF are created or redeemed as needed and thus is where there can be differences in ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Ownership in company and rounds of investment ### Answer: Say the company has created 500 shares [or whatever number]. You have 10 shares [equivalent of 2%]. Now when new capital is needed, generally ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stocks always able to be bought and sold at market price? ### Answer: In general stock markets are very similar to that, however, you can also put in limit orders to say that you will only buy or ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stocks always able to be bought and sold at market price? ### Answer: As others have noted, your definition of "market price" is a bit loose. Really whatever price you get becomes the current mar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stocks always able to be bought and sold at market price? ### Answer: Many of the Bitcoin exchanges mimic stock exchanges, though they're much more rudimentary offering only simple buy/sell/cancel...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stocks always able to be bought and sold at market price? ### Answer: For any large company, there's a lot of activity, and if you sell at "market" your buy or sell will execute in seconds within ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stocks always able to be bought and sold at market price? ### Answer: There needs to be a buyer of the shares you are offering. There are a lot of feature rich options for buying and selling. I ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there “buy and hold” passively managed funds? ### Answer: Usually, the amswer to "why sell it" is "to maintain the specific distribution balance, or to track the index, that this fund was designed...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there “buy and hold” passively managed funds? ### Answer: Passive implies following an index. Your question seems to ask about a hypothetical fund that starts, say, as an S&P fund, but as the inde...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there “buy and hold” passively managed funds? ### Answer: They pretty much already have what you are looking for. They are called Unit Investment Trusts. The key behind these is (a) the trust s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Vanguard Target Retirement Fund vs. Similar ETF Distribution (w/ REIT) ### Answer: Target Date Funds automatically change their diversification balance over time, rebalancing and reassigning new contr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Vanguard Target Retirement Fund vs. Similar ETF Distribution (w/ REIT) ### Answer: It looks like an improvement to me, if for no other reason than lowering the expenses. But if you are around 35 years...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Vanguard Target Retirement Fund vs. Similar ETF Distribution (w/ REIT) ### Answer: Your approach sounds solid to me. Alternatively, if (as appears to be the case) then you might want to consider devo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are wash sale rules different for stocks and ETFs / Mutual Funds? ### Answer: What JoeTaxpayer means is that you can sell one ETF and buy another that will perform substantially the same during the 30...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are wash sale rules different for stocks and ETFs / Mutual Funds? ### Answer: No, there's nothing special in mutual funds or ETFs. Wash sale rules apply to any asset. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are wash sale rules different for stocks and ETFs / Mutual Funds? ### Answer: The IRS rules are actually the same. 26 U.S. Code § 1091 - Loss from wash sales of stock or securities In the case of a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Capital gains on no-dividend stocks - a theoretical question ### Answer: Stock prices are set by the market - supply and demand. See Apple for example, which is exactly the company you described: tons...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Capital gains on no-dividend stocks - a theoretical question ### Answer: A stock, at its most basic, is worth exactly what someone else will pay to buy it right now (or in the near future), just like ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Capital gains on no-dividend stocks - a theoretical question ### Answer: Berkshire Hathaway would be a good example of a company that has yet to pay dividends, yet is a highly valued stock. A couple o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Capital gains on no-dividend stocks - a theoretical question ### Answer: You are overlooking the fact that it is not only supply & demand from investors that determines the share price: The company i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stocks and Bankruptcy ### Answer: As Mhoran said, the risks of buying a bankrupt company are huge, and even successful bankruptcy turnarounds don't involve keeping the same stock. For instance, the GM...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stocks and Bankruptcy ### Answer: When they entered Bankruptcy they changed their stock symbol from AAMR to AAMRQ. The Q tells investors that the company i in Bankruptcy. This i what the SEC says abou...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Value of a call option spread ### Answer: On expiry, with the underlying share price at $46, we have : You ask : How come they substract 600-100. Why ? Because you have sold the $45 call to open you ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Value of a call option spread ### Answer: I think you're missing the fact that the trader bought the $40 call but wrote the $45 call -- i.e. someone else bought the $45 call from him. That's why you ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Value of a call option spread ### Answer: You have to look at the real price of the share to calculate the value of the spread. 42$ at the start, 46$ at the end. Think of it this way: When price was ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Value of a call option spread ### Answer: The Explanation is correct. The Traders buys the 1st call and profits linearly form 40$ onwards. At at 45 the short call kick in and neutralizes any further p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is insider trading exactly? ### Answer: Insider trading is any trading done on material non-public information relating to an instrument. If my sister, who works for a drugs testing company, tel...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is insider trading exactly? ### Answer: The CEO of a public company can, and often does, buy (and sell) the stock of his company. In fact, frequently the stock of the company is part of the compe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is insider trading exactly? ### Answer: One scenario described in the original question -- a non-insider who trades after informal conversations with friends, where no insiders directly benefit f...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is insider trading exactly? ### Answer: Using inside sensitive information about corporate and using the same to deal in securities, before the exchanges are made aware of the information. Its mo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax Efficiency with Index Investing ### Answer: Your tax efficient reasoning is solid for where you want to distribute your assets. ETFs are often more tax efficient than their equivalent mutual funds...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can a put option and call option be exercised for the same stock with different strike prices? ### Answer: What you did is called a "strangle." It's rather unlikely that both will be exercised on the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can a put option and call option be exercised for the same stock with different strike prices? ### Answer: You could have both options exercised (and assigned to you) on the same day, but I don't thin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find a list of all reverse listings on European stock exchanges for a specific period? ### Answer: I found the zephyr database, which does the job. Nonetheless if someone knows other (open...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What's the benefit of buying shares in a wholly owned subsidiary if you own parent company stock? ### Answer: The parent company is likely to own other assets, which can be badly performing. Spinoffs ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is Fibonacci values? ### Answer: Usually when a stock is up-trending or down-trending the price does not go up or down in a straight line. In an uptrend the price may go up over a couple of days ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is Fibonacci values? ### Answer: This is how I've understood this concept. Fibonacci nos/levels/ratios/%s is based on concept of sequential increment. You may find lot of info about Fibonacci on ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I exclude bonds from our retirement investment portfolio if our time horizon is still long enough? ### Answer: Having cash and bonds in your portfolio isn't just about balancing out the risk an...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I exclude bonds from our retirement investment portfolio if our time horizon is still long enough? ### Answer: This is always a judgement call based on your own tolerance for risk. Yes, you ha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I exclude bonds from our retirement investment portfolio if our time horizon is still long enough? ### Answer: I've had the same thoughts recently and after reading Investing at Level 3 by Jame...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I trade in U.S stock exchange living in India by choosing the broker in U.S? ### Answer: OptionsXpress includes India in the list of countries where is possible to open an international accou...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I trade in U.S stock exchange living in India by choosing the broker in U.S? ### Answer: It is more easier if you select a Broker in India that would allow you these services. The reason bein...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I trade in U.S stock exchange living in India by choosing the broker in U.S? ### Answer: i have been trading with dollarbird Trading firm for past 1 year there is absolutly no problem everyth...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where do stock traders get realtime updates on Fed announcements? Is there a feed I could scrape? ### Answer: Tthe easiest place to see Fed announcements as soon as they're published is the Federal R...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where do stock traders get realtime updates on Fed announcements? Is there a feed I could scrape? ### Answer: Bloomberg terminal is a pretty standard way nowadays to get this information (and a lot m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there any investment strategies which take advantage of an in-the-money option price that incorporates no “time value”? ### Answer: Options can have a negligible time premium. For American1 calls ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there any investment strategies which take advantage of an in-the-money option price that incorporates no “time value”? ### Answer: It depends on the volatility of the underlying stock. But for "n...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there any investment strategies which take advantage of an in-the-money option price that incorporates no “time value”? ### Answer: you asked for strategies which use deep in the money options: d...