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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Effect of company issued options on share price ### Answer: The answer to your question as asked is no. Call options, even those issued by the company, cannot create new shares unless they are employ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Effect of company issued options on share price ### Answer: A company has 100,000 shares and 100,000 unexercised call options (company issued). Share price and strike price both at $1. What country is...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What causes discontinuities with stock prices ### Answer: During the 12 plus hours the market was closed news can change investors opinion of the stock. When the market reopens that first trade could ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How much is my position worth after 5-1 stock split? ### Answer: The average price would be $125 which would be used to compute your basis. You paid $12,500 for the stock that is now worth $4,500 whic...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Restricted Stock Grants - How to prepare tax return when you sell to cover taxes ### Answer: You don't. When you sell them - your cost basis would be the price of the stock at which you sold the stock...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do i get into investing stocks [duplicate] ### Answer: 50 (dollars, Euros?) is a very small amount to invest. The first time I ever bought stock I picked a winner. It went up by about 40% in the f...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do i get into investing stocks [duplicate] ### Answer: Spend your first 50 euros on research materials. Warren Buffett got started as a boy by reading every book in the Library of Congress on inve...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do i get into investing stocks [duplicate] ### Answer: Everything that I'm saying presumes that you're young, and won't need your money back for 20+ years, and that you're going to invest addition...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Extra cash - go towards mortgage, or stock? ### Answer: It's six of one a half dozen of another. Investing the cash is a little more risky. You know exactly what you'll get by paying down your mort...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Extra cash - go towards mortgage, or stock? ### Answer: the math makes sense to invest instead of paying down, but... how much would you borrow at 3.5%, to invest the money into the stock market? It's...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it prudent to sell a stock on a 40% rise in 2 months ### Answer: Depends entirely on the stock and your perception of it. Would you buy it at the current price? If so, keep it. Would you buy someth...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it prudent to sell a stock on a 40% rise in 2 months ### Answer: Sell half. If it's as volatile as you say, sell it all and buy on another dip. No one can really offer targeted advice based on the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it prudent to sell a stock on a 40% rise in 2 months ### Answer: Did you buy near the bottom? Suppose you did then the price is still 16% below. 50% fall and then 40% increase leaves a 16% gap. So ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Dividends and tax withholding for ETF vs Mutual Fund for U.S. Non-Resident Alien? ### Answer: Does my prior answer here to a slightly different question help at all? Are there capital gains taxes or d...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How credible is Stansberry's video “End of America”? ### Answer: I listened to about 15 minutes of the video, but then I read your other link, which gives a much better summary. This guy is an idiot. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How credible is Stansberry's video “End of America”? ### Answer: If we postulate that there is at least some element of truth to the phrase 'A leopard does not change his spots' and then consider thi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How credible is Stansberry's video “End of America”? ### Answer: No. I glanced through the article you linked to. It's quite lengthy, but not compelling. I'd not lose any sleep over this. Others wit...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How credible is Stansberry's video “End of America”? ### Answer: I know nothing about the guy, but I think the "premium" products (Penny stock recommendations, a newsletter devoted to earning 12% per ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How credible is Stansberry's video “End of America”? ### Answer: Others have covered this pretty well, but as someone who once worked for the company that allows Stansberry to publish, let me confirm ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How credible is Stansberry's video “End of America”? ### Answer: Predictions, especially doomsday predictions, can go wrong quickly. I would be careful of anyone calling an "end" to a country like th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I figure out when I'll be able to write call options of a stock? ### Answer: Call the CBOE, the Chicago Board of Options Exchange I've requested options on several IPOs in the past. You mainly...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I figure out when I'll be able to write call options of a stock? ### Answer: You can't know. It's not like every stock has options traded on it, so until you either see the options listed or a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find an ideal single fund to invest all my money in? ### Answer: In the past 10 years there have been mutual funds that would act as a single bucket of stocks and bonds. A good example is Fid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find an ideal single fund to invest all my money in? ### Answer: Not sure what your needs are or what NIS is: However here in the US a good choice for a single fund are "Life Cycle Funds". H...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find an ideal single fund to invest all my money in? ### Answer: First, decide on your asset allocation; are you looking for a fund with 60% stocks/risky-stuff, or 40% or 20%? Second, look fo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find an ideal single fund to invest all my money in? ### Answer: While it is certainly easy to manage single fund, I am not sure it's the right strategy. It's been proven again and again that...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find an ideal single fund to invest all my money in? ### Answer: Though a fan of ETFs (esp. high volume commission-free ones) recently a single, new fund VQT appeared on my radar of interest....
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find an ideal single fund to invest all my money in? ### Answer: A single fund that reflects the local currency would be an index fund in the country. Look for mutual funds which provide for ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some of the key identifiers/characters of an undervalued stock? ### Answer: You can't. If there was a reliable way to identify an undervalued stock, then people would immediately buy it, its ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some of the key identifiers/characters of an undervalued stock? ### Answer: P/E = price per earnings. low P/E (P/E < 4) means stock is undervalued. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How much does the volatility change for a 1$ move in the underlying ### Answer: The volatility measures how fast the stock moves, not how much. So you need to know the period during which that change ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: ETF holding shares in itself ### Answer: Lindsell Train Investment Trust could be different than the "Lindsell Train Limited", the company that runs the fund and thus you are mixing apples and oranges...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: historical stock data starting from 1900 ### Answer: Robert Shiller published US Stock Market data from 1871. Ken French also has historical data on his website. Damodaran has a bunch of historical ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: historical stock data starting from 1900 ### Answer: Good day! Did a little research by using oldest public company (Dutch East India Company, VOC, traded in Amsterdam Stock Exchange) as search criter...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If a stock has only buyers and no sellers how does its price go up? ### Answer: You are interpreting things wrong. Indian Infotech and Software Ltd (BOM:509051) clearly has volume and trades. The Mo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If a stock has only buyers and no sellers how does its price go up? ### Answer: You can, in theory, have the stock price go up without any trading actually occurring. It depends on how the price is qu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If a stock has only buyers and no sellers how does its price go up? ### Answer: Depending on what currency the price is quoted in and is originally sold, currency fluctuation can also carry over onto ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When can you adjust for (and re-allow) a disallowed year-end (December) wash-sale loss? ### Answer: Disallowed losses are created when you buy a stock */- 30 days of a sale at a loss. When you sell a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is a good investment vehicle for introducing kids to investing? ### Answer: I'd also look into index funds (eg Vanguard) as they have low management fees. you can buy these as ETFs as well - so y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is a good investment vehicle for introducing kids to investing? ### Answer: Buy them a physical stock certificate... you can request them from a broker, or buy through a company like http://www.o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is a good investment vehicle for introducing kids to investing? ### Answer: There are mutual funds oriented toward kids or that are suitable in some way (e.g. they have low minimums). Here are tw...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is a good investment vehicle for introducing kids to investing? ### Answer: For "real" investing I would usually recommend mutual funds. But if you are trying to teach a kid about investing, I w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How would I prove my claim in a class action settlement on a “stock misconduct” case when I shorted the stock? ### Answer: No. You shorted the stock so you are not a shareholder. If you covered your s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to sell a stock at a higher value than the market price? ### Answer: You can ask for 305rs, but as long as shares are available at lower prices you won't sell. Only when your ask become...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to sell a stock at a higher value than the market price? ### Answer: The core issue is to understand what 'selling a share' means. There is no special person or company that takes the s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to sell a stock at a higher value than the market price? ### Answer: Yes You could write a covered call and the stock gets called away at the price + premium. You could convince someo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Beginner dividend investor - first steps ### Answer: This has been answered countless times before: One example you may want to look at is DGRO. It is an iShares ETF that many discount brokers trade ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Beginner dividend investor - first steps ### Answer: How do I start? (What broker do I use?) We don't make specific recommendations because in a few years that might not be the best recommendation an...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Beginner dividend investor - first steps ### Answer: Question 1: How do I start? or "the broker" problem Get an online broker. You can do a wire transfer to fund the account from your bank. Question ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Any Experience with the Gone Fishin' Portfolio? ### Answer: Yes, the "based on" claim appears to be true – but the Nobel laureate did not personally design that specific investment portfolio ;-) It lo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the biotechnology industry have such a high PE ratio? ### Answer: If you look at the biotech breakdown, you'll find a lot of NAs when it comes to P/E since there are many young biotech compan...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the biotechnology industry have such a high PE ratio? ### Answer: I want to elaborate on some of the general points made in the other answers, since there is a lot that is special or unique t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the biotechnology industry have such a high PE ratio? ### Answer: Residential Construction at 362x, by the way. I'm going to hazard a guess here - Say XYZ corp trades at $100, and it's showin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the biotechnology industry have such a high PE ratio? ### Answer: Most biotech companies do not have a product they are selling. They have a set of possible drugs that they are developing. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: If you feel comfortable taking an 8% gain on your stocks, then yes, you should sell. It is generally a good idea to know when you want to sell (ei...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: I reread your question. You are not asking about the validity of selling a particular stock after a bit of an increase but a group of stocks. We d...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: It depends on what your investment goals are. Are you investing for the short-term or the long-term? What was your reason for investing in these...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: You should constantly look at your investment portfolio and sell based on future outlook. Don't get emotional. Selling a portfolio of stocks at on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: There is an approach which suggests that each weekend you should review your positions as if they were stocks to be considered for purchase on Mon...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: Try to find out (online) what 'the experts' think about your stock. Normally, there are some that advise you to sell, some to hold and some to buy...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: In my view, it's better to sell when there's a reason to sell, rather than to cap your gains at 8%. I'm assuming you have no such criteria on the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell when my stocks are growing? ### Answer: My thoughts are that if you've seen considerable growth and the profit amassed would be one that makes sense, you would have to seriously consider...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does it really mean to buy a share? ### Answer: I have been careful here to cover both shares in companies and in ETFs (Exchange Traded Funds). Some information such as around corporate actions a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does it really mean to buy a share? ### Answer: Ditto to MD-Tech, but from a more "philosophical" point of view: When you buy stock, you own it, just like you own a cell phone or a toaster or a p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: If they are truly long term investments I would not put a stop loss on them. The recent market dive related to the Brexit vote is a prim...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: Stop loss orders are the exact opposite of what you should be doing if you are implementing a long term buy-and-hold strategy. The motiv...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: Do not use a stop loss order as a long-term investor. The arguments in favor of stop losses being presented by a few users here rely on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: My broker offers the following types of sell orders: I have a strategy to sell-half of my position once the accrued value has doubled. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: The only time I've bothered with stop orders is when I think the position is in a particularly volatile state and there is an earnings r...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: This is the exactly wrong thing to do especially in the age of algorithmic trading. Consider this event from 2010: Chart Source Anoth...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: The emphasis of "stop loss" is "stop", not "loss". Stop and long term are contradictory. After you stop, what are you going to do with y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: Patience is the key to success. If you hold strong without falling to temptations like seeing a small surge in the price. If it goes dow...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I set a stop loss for long term investments? ### Answer: You should definately have a stop loss in place to manage your risk. For a time frame of 5 to 10 years I would be looking at a trailing ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Discussing stock and stock index movement: clarifying percentage vs. points? ### Answer: As I write this, the NASDAQ Composite is at 2790.00, down 6.14 points from yesterday. To calculate the percenta...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Discussing stock and stock index movement: clarifying percentage vs. points? ### Answer: I think that the general public is conditioned to think more in terms of points rather than percentages, so tha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Discussing stock and stock index movement: clarifying percentage vs. points? ### Answer: Points are index based. Simple take the total value of the stocks that compose the index, and set it equal to ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is options implied volatility for a stock determined? ### Answer: There are a few different "kinds" of implied volatility. They are all based on the IVs obtained from the option pricing model you ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Recommendation on Options Back Testing tool please ### Answer: Power Options is one such example of what you seek, not cheap, but one good trade will recover a year's fee. There's a lot you can do wi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Recommendation on Options Back Testing tool please ### Answer: As JoeTaxpayer says, there's a lot you can do with just the stock price. Exploring that a bit: Stock prices are a combination of market s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Recommendation on Options Back Testing tool please ### Answer: Based on my experience with OpenQuant, which is a development platform for automated trading strategies (and therefore can be easily be u...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way to set a stop for a stock before you own it? ### Answer: Yes it is possible, as long as the broker you use allows conditional orders. I use CMC Markets in Australia, and they allow free...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way to set a stop for a stock before you own it? ### Answer: why not just use a conditional order (http://www.investopedia.com/university/intro-to-order-types/conditional-orders.asp)? Like ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Variable Annuity inside a Roth IRA? What is this and how can I switch it to something else? ### Answer: This answer is provided mostly to answer your question "what is it?" A variable annuity is a con...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Variable Annuity inside a Roth IRA? What is this and how can I switch it to something else? ### Answer: Your financial advisor got a pretty good commission for selling you the annuity is what happened...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is investing into real estate a good move for a risk-averse person at the moment ### Answer: Real estate is never a low-risk investment. I'd keep your money in the bank, and make sure that you don't h...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is investing into real estate a good move for a risk-averse person at the moment ### Answer: I'll add this to what the other answers said: if you are a renter now, and the real estate you want to buy ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is investing into real estate a good move for a risk-averse person at the moment ### Answer: If you live and work in the euro-zone, then even after a "crash" all of your income and most of your expens...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is investing into real estate a good move for a risk-averse person at the moment ### Answer: It's always a good move for risk-averse person, expecially in Europe. Because houses are not represented by...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there capital gains taxes or dividend taxes if I invest in the U.S. stock market from outside of the country? ### Answer: Found a great article (with bibliography) that covers taxation on investme...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there capital gains taxes or dividend taxes if I invest in the U.S. stock market from outside of the country? ### Answer: The country from which you purchase stock cannot charge you tax on either ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are there capital gains taxes or dividend taxes if I invest in the U.S. stock market from outside of the country? ### Answer: I believe that tax will be withheld (at 30%?) on dividends paid to non-res...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are the scenarios if mining company around 4c decides to halt stock trading due to capital raising? ### Answer: It appears that the company in question is raising money to invest in expanding its...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Low Fee Income Generating Investments for a Trust ### Answer: If your primary goal is no / minimized fees, there are 3 general options, as I see it: Based on the fact that you want some risk, interes...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Best ISA alternative ### Answer: Your question is actually quite broad, so will try to split it into it's key parts: Yes, standard bank ISAs pay very poor rates of interest at the moment. They are ho...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: The spread goes to the market maker, is the market maker the exchange? ### Answer: Joke warning: These days, it seems that rogue trading programs are the big market makers (this concludes the joke) Hi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: The spread goes to the market maker, is the market maker the exchange? ### Answer: A "market maker" is someone that is contractually bound, by the exchange, to provide both bid and ask prices for a gi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Would an ESOP issue physical shares or stock options (call options) to participating employees? ### Answer: Not necessarily. The abbreviation "ESOP" is ambiguous. There are at least 8 variations I k...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Dividend yield for multiple years? ### Answer: I've recently discovered that Morningstar provides 5yr avgs of a few numbers, including dividend yield, for free. For example, see the right-hand column...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Dividend yield for multiple years? ### Answer: Dividend yield is a tough thing to track because it's a moving target. Dividends are paid periodically the yield is calculated based on the stock price ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it better to buy US stocks on US stock exchanges as a European? ### Answer: Liquidity on dual listed equities is rarely the same on both exchanges. More liquidity means you would typically get a be...