Posts
Arbitrage Opportunity
The shipping company ZIM is being bought out for $35/share in an all cash deal which is expected to close later this year and has already received shareholder and board of directors approval. However the opportunity lies because the shares are trading at $25 which is a significant discount to …
Should I sell my Lululemon stock at a loss and reinvest it into Micron?
I invested in LULU a while ago, thinking that a change in leadership would cause their stock to rise. I was wrong. I'm now down nearly 40%. Meanwhile, I'm also a Micron investor and I'm up by 90%. Would it be a dumb idea to sell all my LULU shares …
S&P 500 about to crash? MU a pure bubble? All tech stocks just bubbles?
With the market rallying lately, everyone’s shouting “bubble” S&P 500 valuations are too high and headed for a crash, MU hitting $1 trillion market cap is pure hype, AI tech stocks are all foam… Sound familiar? This chorus always gets louder in the late stages of every bull market. I’m …
Will the S&P500 exception for the SpaceX IPO open up Standard and Poors and S&P500 funds to potential liability exposure?
With all of the discussions around Standard & Poors plan to make an exception to the SpaceX IPO and immediately add it to the S&P 500, I can't help but wonder if the entire plan is legally actionable. Many people have large investments in S&P 500 funds. If they object …
Which portfolio strategy would you choose based on these backtested cumulative return charts?
Hi everyone, I’m trying to decide between several portfolio strategies (each shown in red on the charts below). The backtest is based on several hundred historical trades, with multiple trades running in parallel (so there is some risk spreading). I’ve also included popular index funds (in other colors) as benchmarks. …
Decided to buy Bloom energy this week
so been looking into BE. really like the company and CEO. CEO said they dont need to do dilution. I know its overvalued, but i dont care about the numbers more about its potential and its backlog despite it running so much already Its takes years to connect data centre …
SK Hynix to double wafer capacity amid AI memory shortage
The memory crunch is raising prices for hyperscalers, enterprises and consumers. SK Hynix is benefitting enormously from it, just like the other two major memory manufacturers Micron and Samsung. However, unlike those two rivals, SK Hynix plans to double its memory-chip wafer production capacity over the next five years. Chairman …
Canadian dividend in an IRA
Dividend of Canadian shares in US retirement account is exempt from Canadian withholding. Rude awakening from Robinhood (possibly relevant to other brokerages): Thank you for your question. Here’s a summary of your situation: * You hold 200 shares of Enbridge (ENB) in your Robinhood traditional IRA (account ending 9877). * …
Googl down 10% from ATH. Is it a good time to buy some more?
Will Alphabet's Q2 earnings be crazy again? They are raising 80 billion to meet unprecedented customer demand for AI infrastructure, and Berkshire Hathaway just invested 10 billion at around 350 per share. I am seeing a lot of chatter about why raising capital through new stock issuance is a bad …
Investing in the SpaceX IPO from Europe
Does anyone know a broker through which one can invest in the SpaceX IPO from Europe (retail investor)? With the high allocation reserved for retail, I imagine SpaceX would open the offering to markets outside the US. From why I've read, investing through E-Trade, Robin Hood, etc is only possible …