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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Question about car loan payment ### Answer: This depends on what the alternative is. Your loan of .99% is very favorable rate. If you have the 15,000 right now but only hold it in your checking accoun...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Question about car loan payment ### Answer: You can earn significantly more than 0.99% in the stock market. I'd pay the $450/month and invest the rest in a (relatively conservative) stock market fund...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to evaluate growth stocks ### Answer: A classic text on growth stock picking is Common Stock and Uncommon Profits By Philip Fisher, with a 15 point checklist. Here is a summary of the list that y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What should I do with the stock from my Employee Stock Purchase Plan? ### Answer: While my margin is not nearly as good as yours, I sell out early. I generally think it's a bad idea to hold any singl...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What should I do with the stock from my Employee Stock Purchase Plan? ### Answer: I like C. Ross and MrChrister's advice to not be heavily weighted in one stock over the long run, especially the stock...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What should I do with the stock from my Employee Stock Purchase Plan? ### Answer: Judge this stock no differently than any other is the answer. Optimism isn't fact. http://clarkhoward.com/liveweb/sho...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What should I do with the stock from my Employee Stock Purchase Plan? ### Answer: Since you work there, you may have some home bias. You should treat that as any other stock. I sell my ESPP stocks per...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What should I do with the stock from my Employee Stock Purchase Plan? ### Answer: Split the difference. Max it out, sell half immediately and wait a year or more for the rest. Or keep a third... whate...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens to the insider trade profits? ### Answer: You seem to have a little confusion over terminology that should be cleared up: You are calling this "day-trading" Day-trading is the term for pe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens to the insider trade profits? ### Answer: Is my understanding correct? It's actually higher than that - he exercised options for 94,564 shares at $204.16 and sold them for $252.17 for a g...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a public company issue new shares without diluting the value held by existing shareholders? ### Answer: Unissued capital is only a token restriction. When a company is incorporated a maximum ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a public company issue new shares without diluting the value held by existing shareholders? ### Answer: Let's say the company has a million shares valued at $10 each, so market caps is $10 mi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a public company issue new shares without diluting the value held by existing shareholders? ### Answer: In simplest terms, when a company creates new shares and sells them, it's true that exi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a public company issue new shares without diluting the value held by existing shareholders? ### Answer: As others have posted, the company gains capital in return for its new shares. However,...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is an exercise price in regards to restricted stock awards? ### Answer: It's still the purchase price or the price at which the shares are purchased or granted. This Investopedia article describe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What cost basis do I report on the 1099? ### Answer: You wouldn't fill out a 1099, your employer would or possibly whoever manages the stock account. The 1099-B imported from E-Trade says I had a tr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I sell a stock that I don't have, am I required to buy it before a certain amount of time? ### Answer: I'm just began playing in the stock market. I assume you mean that you're not using real mon...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I sell a stock that I don't have, am I required to buy it before a certain amount of time? ### Answer: If you sell a stock you don't own, it's called a short sale. You borrowed the shares from an o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I sell a stock that I don't have, am I required to buy it before a certain amount of time? ### Answer: I don't actually have any of this stock. Apparently, it's quite common strategy This is called...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If I sell a stock that I don't have, am I required to buy it before a certain amount of time? ### Answer: Answers here are correct but I'll offer an extremely (overly) simple explanation that should h...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Losing Money with Norbert's Gambit ### Answer: When you hold units of the DLR/DLR.U (TSX) ETF, you are indirectly holding U.S. dollars cash or cash equivalents. The ETF can be thought of as a containe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Losing Money with Norbert's Gambit ### Answer: There's a possibility to lose money in exchange rate shifts, but just as much chance to gain money (Efficient Market Hypothesis and all that). If you're ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Losing Money with Norbert's Gambit ### Answer: Can someone please clarify if Norbert's gambit is the optimal procedure to exchange CAD to USD? I'm not sure I'd call an arbitrage trade the "optimal pro...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Am I understanding buying options on stock correctly ### Answer: Here is a quick and dirty explanation of options. In a nutshell, you pay a certain amount to buy a contract that gives you the right, b...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Am I understanding buying options on stock correctly ### Answer: Options have legitimate uses as a way of hedging a bet, but in the hands of anyone but an expert they're gambling, not investing. They ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Am I understanding buying options on stock correctly ### Answer: There is a reason why most professional option traders are sellers instead of buyers. Option sellers IMO are analogous to insurance com...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How much hassle is it inheriting shares? ### Answer: If you prefer the stock rather than cash, you might find it easier to take the cash, report it, and then buy the same stock from within your own co...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When after a companys IPO date can I purchase shares? ### Answer: You can purchase stock immediately in the open market on the day of the IPO when market opens. Below link gives you more information. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: Remind yourself that markets recover, usually within a few years. If you believe this and can remind yourself of this, you ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: If you know the market will crash, you could opt for going short. However, if you think this is too risky, not investing at...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: First, there will always be people who think the market is about to crash. It doesn't really crash very often. When it does...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: I would also be getting out of the stock market if I noticed prices starting to fall and a crash possibly on the way. There...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: Precious metals also tend to do well during times of panic. You could invest in gold miners, a gold or silver ETF or in phy...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: If the market has not crashed but you know it will, sell short or buy puts. If the market has crashed, buy equities while ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the smartest thing to do in case of a stock market crash ### Answer: I suggest to just invest in index funds, these are low risk with high reward stocks that can survive even the worst of stoc...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why might a share price have not changed for several days? ### Answer: It is because 17th was Friday, 18th-19th were weekends and 20th was a holiday on the Toronto Stock Exchange (Family Day). Just to...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy ~$2200 of a hot stock or invest elsewhere? ### Answer: Forget investing, you need to focus on managing your debt. I would keep the 6k in a checking or savings account because you need tha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy ~$2200 of a hot stock or invest elsewhere? ### Answer: Your debt is insane. Forget investing, pay off your debt. You owe 100% of your salary, with only one smallish asset (6K in the ban...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I buy ~$2200 of a hot stock or invest elsewhere? ### Answer: Can you afford to lose the $2200? If not, the answer is don't buy the stock. No one can tell you if a stock will continue to go up. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock Trade Transaction Fee - at what point is it worth it ### Answer: I'm going to assume that you want to be invested all the time and each trade consists in selling a security and buying another on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock Trade Transaction Fee - at what point is it worth it ### Answer: The main question is, how much money you want to make? With every transaction, you should calculate the real price as the price...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is unmarketable stock valued for tax purposes? ### Answer: How you are taxed will depend on what kind of stock awards they are. The value will be determined by the company that issues it, and appr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is buying pressure? ### Answer: Buying pressure is when there are more buy orders than sell orders outstanding. Just because someone wants to buy a stock doesn't mean there's a seller ready to f...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is buying pressure? ### Answer: Buying pressure means there are more interested buyers than there are ready sellers putting upward pressure on prices. That might include institutional buyers who ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Distribution rules LLC vs. S-Corp ### Answer: It's actually the other way around. Distributions in an LLC are usually based on each member's equity share, although the operating agreement can specif...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Distribution rules LLC vs. S-Corp ### Answer: LLC is not a federal tax designation. It's a state-level organization. Your LLC can elect to be treated as a partnership, a disregarded entity (i.e., jus...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is market capitalization? [duplicate] ### Answer: Market Capitalization is the equity value of a company. It measures the total value of the shares available for trade in public markets if they w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is market capitalization? [duplicate] ### Answer: Market capitalization is one way to represent the value of the company. So if a company has 10 million shares, which are each worth $100, then th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is market capitalization? [duplicate] ### Answer: Market Capitalization is the value the market attributes to the company shares calculated by multiplying the current trading price of these share...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is market capitalization? [duplicate] ### Answer: Market Capitalization is the product of the current share price (the last time someone sold a share of the stock, how much?) times the number of ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How many warrants do I need to exercise to get a stock? ### Answer: No, you trade the warrant and the warrant price of $11.50 for one stock. The warrant is a little like an option, but with a longer t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: See list of stock trades for day ### Answer: You can see all the (millions) of trades per day for a US stock only if you purchase that data from the individual exchanges (NYSE, NASDAQ, ARCA, ...), fr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What accounted for DXJR's huge drop in stock price? ### Answer: Imagine you have a bank account with $100 in it. You are thinking about selling this bank account, so ask for some bids on what it's wor...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What accounted for DXJR's huge drop in stock price? ### Answer: For all stocks, expected Dividends are a part of the price it is traded for - consider that originally, the whole idea of stocks was to ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How did I end up with a fraction of a share? ### Answer: It's not that uncommon but it doesn't usually come from standard purchases. Investopedia explains: Definition of 'Fractional Share' A share of...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How did I end up with a fraction of a share? ### Answer: Theoretically, yes, you can only buy or sell whole shares (which is why you still have .16 shares in your account; you can't sell that fraction...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How did I end up with a fraction of a share? ### Answer: Fractional shares don't occur from Dividend Reinvestment Programs - residual credit is carried over until there is enough to purchase a whole s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where to invest, that compounds interest more than annual? ### Answer: Securities (things you can buy on the stock market) that pay dividends usually pay every quarter (every three months), but some ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How often are preferred shareholders made whole after a company goes bankrupt? ### Answer: From the Times A Reader Q.&A. on G.M.’s Bankruptcy Q. I own G.M. preferred shares. Should I be looking to sel...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is 6% too high to trade stocks on margin? ### Answer: 6% isn't "too high" in terms of market rates at the moment, however it's a very subjective question whether it's too high for you. The real questi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is 6% too high to trade stocks on margin? ### Answer: Okay so we are assuming that you can sustain 6% or more return on your investments. Personally I would compare that rate to what lines of credit...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is 6% too high to trade stocks on margin? ### Answer: That seems a little high in my experience. I've used a home equity line of credit instead, as the rates are much lower (~3.5%). ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is 6% too high to trade stocks on margin? ### Answer: Yes, 6% is a waste of money, because some other brokers such as IB offer margin rates below 2%. Also, to borrow money for even less than any bro...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Borrowing share with a covered call for short? ### Answer: No, if your stock is called away, the stock is sold at the agreed upon price. You cannot get it back at your original price. If you don't wan...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When (if) I should consider cashing in (selling) shares to realize capital gains? ### Answer: The only general rule is "If you would buy the stock at its current price, hold and possibly buy. If you w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When (if) I should consider cashing in (selling) shares to realize capital gains? ### Answer: You should know when to sell your shares before you buy them. This is most easily done by placing a stop l...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When (if) I should consider cashing in (selling) shares to realize capital gains? ### Answer: In a perfect world of random stock returns (with a drift) there is no reason to "take profit" by exiting a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When (if) I should consider cashing in (selling) shares to realize capital gains? ### Answer: How about this rule? Sell 10% of your shares every time they double in price. (of course, only buy stocks...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A deferred capital gains tax similar to the real estate 1031 Exchange but for securities reinvestment? ### Answer: Sale of a stock creates a capital gain. It can be offset with losses, up to $3000 mor...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does the premium of an option of a certain strike price increase at a slower rate from OTM to ITM as gamma affects delta? ### Answer: If we assume constant volatility, gamma increases as the stock get...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How far into the future is a stock future? How do stock futures work? ### Answer: Context is key here. Futures don't really have to do with a time in the future in this context. Futures are a capita...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How far into the future is a stock future? How do stock futures work? ### Answer: Futures are an agreement to buy or sell something in the future. The futures "price" is the price at which you agree...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why would this kind of penny stock increase so much in value? ### Answer: Well I'm not going to advise whether it's a good idea to invest in this company (though often OTC is pretty scary), but it DOE...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why would this kind of penny stock increase so much in value? ### Answer: Disregarding the particular example and focusing on the actual questions: YES, definitely, the whole concept of "pump and dump...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is stock price determined? ### Answer: Yes, stock price is determined by the last trade price. There are always going to be people who have put in a price to buy a stock (called a bid price) and p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is stock price determined? ### Answer: Stock price is determined by what's being asked for it, and what's being paid for it. The reported price is either a recent average, or is the last price at ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is stock price determined? ### Answer: You can interpret prices in any way you wish, but the commonly quoted "price" is the last price traded. If your broker routes those orders, unlikely because ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is stock price determined? ### Answer: The answer to each of your questions is no. It is important to appreciate that the "quoted" ticker price may be delayed by say 15 minutes, and thus is not "r...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens if a company I have stock in is bought out? ### Answer: I've seen many buyouts in my own portfolio, including the company I worked for. There have been several different scenarios: The t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens if a company I have stock in is bought out? ### Answer: A buy out is agreed by shareholders. Plus most countries have regulation protecting minority interest. Depending on the terms of bu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why the S&P futures prices are not reflecting the general bullish sentiment of the US stock market ### Answer: This is a great question for understanding how futures work, first let's start with your ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Accounting for splits in a stock price graph ### Answer: One way that is common is to show the value over time of an initial investment, say $10,000. The advantage of this is that it doesn't show sto...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find out which ETFs has holdings in a particular stock? ### Answer: This ETFchannel.com page shows which ETFs hold Wells Fargo and you can search other stocks the get the same information on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find out which ETFs has holdings in a particular stock? ### Answer: An ETF does not track any one individual stock. It "is a marketable security that tracks an index, a commodity, bonds, or ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to sell option with no volume ### Answer: Volume @ 0 doesn't mean that there are no buyers and sellers, it just means that there hasn't been any trades done yet. What you need to look for are the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to sell option with no volume ### Answer: A few observations - A limit order can certainly work, as you've seen. I've put in such an order far beyond the true value, and gotten back a realistic b...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax on Stocks or ETF's ### Answer: If you sell a stock, with no distributions, then your gain is taxable under §1001. But not all realized gains will be recognized as taxable. And some gains which a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax on Stocks or ETF's ### Answer: No, not really. This depends on the situation and the taxing jurisdiction. Different countries have different laws, and some countries have different laws for differ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax on Stocks or ETF's ### Answer: If you receive dividends on an investment, those are taxed. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax on Stocks or ETF's ### Answer: I think the answer you are looking for is: You are not taxed on the original basis (purchase cost) of your investment. If you pay $30 a share, and sell at $35, the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is this trick enough to totally prevent bankrupcy in a case of a crash? ### Answer: When you buy a stock, the worst case scenario is that it drops to 0. Therefore, the most you can lose when buying a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is this trick enough to totally prevent bankrupcy in a case of a crash? ### Answer: Your strategy fails to control risk. Your "inversed crash" is called a rally. And These kind of things often turn in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is this trick enough to totally prevent bankrupcy in a case of a crash? ### Answer: Adding to the answers above, there is another source of risk: if one of the companies you are short receives a bid t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens when a stock gets delisted? ### Answer: When a delisting happens, the primary process involves, the firm or the entity, trying to buy everyone out so that they can take the firm private b...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are support and resistance of a stock? ### Answer: Support and resistance points indicate price levels where there have been a large amount of trading activity, usually from institutions, that te...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are support and resistance of a stock? ### Answer: You should check out existing resources like Investopedia for definitions, and ask questions if there is something you do not understand, instea...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why ever use a market order? ### Answer: What you are saying is a very valid concern. After the flash crash many institutions in the US replaced "true market orders" (where tag 40=1 and has no price)...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why ever use a market order? ### Answer: The purpose of a market order is to guarantee that your order gets filled. If you try to place a limit order at the bid or ask, by the time you enter your orde...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why ever use a market order? ### Answer: I think it all boils down to which is your priority. So it all depends. People that want the stock sooOoooo badly will definitely go for the market order. ##...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why ever use a market order? ### Answer: The original poster's concern is valid. Sometimes, market orders do get executed at seemingly ridiculous prices. In addition to Victor's reasons for using a m...