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Earning calls of lots of major financial institutions on Jan 12. JPM, BAC, WFC, HDB, BLK, …
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Lazy Stock investing: What stocks can give you 8-10% growth with low risk attached?
'Coffee Can Investing' : Companies with 10% rev growth + 15% ROCE over 5 yrs + strong moat
India-based plays, 3 ideas, thoughts?
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Saw your post on Singaporefi, I would say I'm somewhat in a similar experience but I'm making more than my peers + I got in early on crypto. I can say that I'm working for fun at the moment and looking for buy a HDB first before a private property, either one should be sublet fetching me another stream of income. I can either choose to FIRE or continue to work, I feel like I would continue to work regardless of the salary as money isn't exactly a big thing for me. I work to contribute and also keep myself busy. It comes down to what you want to do in the long run and what makes you happy. That's the key.
Short US Treasuries via $TMV Long foreign banks...largest being $BAP but also $ITUB, $HDB Long $GDX , looking for 20% more upside
Gotten every single country to the negotiating table lamp :) you must be dreaming if you think those counties really care to negotiate in good faith. Everyone is laughing at the 🥭 man and his administration. I am not a sinkie and I do not know what is a HDB..
Except they got every single country to the negotiating table. Meanwhile you’re a sinkie staying in HDB. What a joke.
That bank is a sleeping giant but it is sleeping like anything. Even a Fixed deposit with the rate of mere 5% has given more return than HDFC. While the profit of the bank has doubled in the last 3 years, the price is almost the same. HDFC is testing the patience of every investor here. On business terms, HDFC is doing very well. It is filing a new IPO (HDB Financial services). People are hoping HDFC may repeat the story of ITC (same story. Good revenue but poor share growth in the initial phase of bull run. Then it doubled the money in last 2 years).
I'm in Singapore as well....and you're still wrong. First of all if your income is lower you can qualify for an HDB which is definitely not 10x your yearly salary unless it's prime or whatever. If your income is higher, and cannot qualify for an HDB then yes private condos can be very expensive and require 25% but don't act like this is the only option.
You can only laugh in HDB
$HDB rupees are the new Bitcoin fuck wads
For stocks (ADRs only), I have INFY, HDB, ICICI. Infosys is a good proxy of India IT, but ran into some trouble recently. HDB is blue chip, and ICICI is a bit more aggressive, both for banks. Tata motors is another one that I will buy at some point. All the above above have good corp governance and professional management teams
Go easy on saying it is a lot of generational wealth. It is less than the cost of a HDB nowadays. Hehe.
I have no Indian companies in my portfolio, but if I did buy a NYSE-listed one like HDB, do I not own a legal claim to that share of the company? It's not like China, where you own a foreign-domiciled profit-sharing agreement that the CCP can simply undo whenever it wants, right?
Felix said slippage was why large gdp growth suppressed stocks. IFN largest holding is HBD. They haven't issued much new stock in the last 10 years. https://www.macrotrends.net/stocks/charts/HDB/hdfc-bank/shares-outstanding
I know the singapore property market well and own there. Yes its very hot right now but prices have gone crazy. The government is busy building a large amount of flats and closing down an airport to make space for more developments. Prices can still go up but buying after such a surge is a risk as they won't go up for forever and there will be drop. Likely around 2025 with current trends. The stamp duty tax break only applies to US, Swiss and a couple of other smaller countries. So the vast majority of your buyers will have to pay the 60% , likely will mean prices will start to fall in the near term. Also lastly- the cheap flats for 550k are for locals only. These are HDB government houses so Americans will not be able to buy them.
1) The property in Singapore is a lot more expensive than 550k. Unless you buy a HDB (government subsidized housing) but you have to be a citizen to enjoy the cheap prices. 2) No fucking way a 500k house is getting you 3k per month in rent. I lived there with my parents and we rented a 3 bedroom worth about 1.5mil USD for like 3k a month. 3) Highly doubt there's 10000 prostitutes. 4) The weather in Singapore sounds good because it's hot all year round but trust me after living there for enough time you'd get sick of it. 5) The good jobs are reserved for the high level corporates and not some random autists from WSB. Most likely you won't get paid much if you're not high up in corporate and Singapore has the most ridiculous living costs. 6) Most importantly, there aren't any "bad bitches".
What is your obsession with condos? Don’t you live in an HDB?
Buy India bank HDB or IBN…much safer and never bankrupt…
HDB. India's largest private sector bank by assets.
just go after INDA, IBN, and HDB....
Short $HDB they are a lender to Adani and also have a 3.1 billion dollar stake in them.
There’s very few ADRs but some companies I would suggest are HDB, TTM, INFY. You could also set up a brokerage account as a foreign investor (only allowed to trade stocks). Zerodha is the most popular one here. As for the individual stocks, I’d suggest top 10 holdings of the INDA etf (which is otherwise a bit too diversified).
Im anticipating a rough 2023 so I'm sticking to my holdings but I'm looking more into foreign companies or at least American companies with a strong international presence. I've been doing well with BRK.B, HCA and CAT. I've started to buy into Rubis,VALE, BHP, PBR,ASAI,HDB, and a few more companies outside the country. I restarted my position in GOOGL at $94. I feel investors should really start looking outside the US. it's just a matter of time before the dollar collapses. Latin America is where I'm setting my eye. Also I'm Keeping an eye on the small cap CSV. It's a funeral service company that's aggressively aquiring all the mom and pop funeral homes. It's been really beat up recently.
As retail, you cant trade Indian stocks listed in India without citizenship or residency there. (Local market rules) You can trade few indian stocks on US exchanges (HDB, IBN, INDY, TTM, WIT etc.). There are some India specific ETFs trading in US and Europe as well (INDY, INDA, EPI etc) if you want to try that. In IBKR, even if you cant trade the stocks you can still trade the Indian index NIFTY futures as they also trades on singapore exchange. You need to activate signapore in your regions in IBKR. The futures are expressed in dollars and each index point change leads to change of 2 dollars.(2$ per point)
I wouldn't be offended if there was judgement - it's a lot of damn stocks lmao. Genuinely, I didn't plan on owning this many. I was between 30-50 for the majority of my investing, and as I got further and further into my research, there were just so many compelling stocks I found my account ballooning lol. Over the long-term, I do see myself falling back under 100 easily. 110 is my hard cap and I have about 5-10 stocks I still want to buy at some point, but as some of my speculative drop off/names under-perform, it'll be easier to cull the portfolio. Keeping track is a big task. I use Seeking Alpha/The Fly for my daily news alert/analyst PTs/etc. I also utilize VIC/Barron's/Motley Fool/CS-provided research for in-depth articles, and have subscriptions to WSJ/Kiplinger for macro news. Each quarter I do a full portfolio review, going over earnings, financials, news, outside opinions, etc. I put each stock into a category in my own spreadsheet - labelling them "Keep", "Anchor", "Spec", "High Conviction", "On Watch" - I also add in my own commentary as to what I like/dislike about the stock. When it comes to buying/selling - it all varies around the type of stock. I try to keep my buys close to reasonable P/E, P/S, and PEG ranges - but obviously give more/less leniency depending on the type of stock I am looking at. Obviously we want to see outperformance on at least the 5-yr, if not the 10-yr. A dividend is good, but not necessary. I look at Rev/EPS growth rates and have specific ranges for the type of stock - also looking for FCF growth. Buybacks are also a huge thing - I try to avoid stocks with a lot of SBC. Sometimes I will also buy to enter a specific market. I bought HDB and INFY specifically as bets on India long-term. Selling is a little more succinct. If I go down 25% on any stock, that's immediately a review (this year has been fun lol). Continued earnings misses, slowing growth, inept management, etc. I've also been trimming a lot of my big wins, like ENPH and CELH as their P/E's skyrocket.
I've got a bunch that are ADRs to diversify outside of the US. Vodafone VOD pays a nice dividend but has been terrible for the last eight years. Checkpoint CHKP is a great stock but doesn't pay a dividend, good price right now too, Toyota is down a bit from it's ATH but still looking good and pays a nice dividend, hard to go wrong with the world's best run company! I've also got Nordisk NVO , but I don't know if I'd buy here. Vale is another good one if you think the world is changing and the green revolution is a real thing, copper prices are set to go way up over the next decade and the nickel deal with the big EV car manufacturer means stable income. TEVA is risky but all good value stocks are kinda scratch and dent buys, TEVA has serious potential returns if they catch a break. HDB is a well run band in India that has been on my watch list for about six months, I haven't bought any yet, but it's interesting.
"In October and November 2014, the funds experienced significant trading losses due to volatility in the financial markets. Thereafter, Hope Advisors/Bruton entered a series of paired trades that essentially cancelled each other and effectively rolled over realization of losses to subsequent months, which allowed them to report a targeted monthly realized gain of approximately 1% in the funds every month, receive incentive fees every month, and avoid the high water mark restriction. This practice was not disclosed to the investors. Toward the end of every month, Bruton would approve such trades calculated to achieve those goals in light of that month’s realized losses. Thus, between November 2014 and March 2016, Hope Advisors collected over $6 million in incentive fees from the HI Fund, which, after payment of salaries and expenses, was divided nearly equally between Bruton and two other Hope Advisors employees. HDB, which also had significant unrealized losses, paid Hope Advisors over $1 million in fees, a significant portion of which Bruton retained." Seems pretty clear to me.
JNJ, HDB, AAPL, BRK-B, AMZN were the "good" ones. But mostly index funds like VFIAX. A good company's share price is ruined by a bear market. But the company itself, unless it changes for the worse or is dependent on another company that absolutely tanks, will continue to profit. Profitable companies generally survive. As such its price will go up with the next bull market. It's usually among the first to recover too.
1. HDB .. HDFC Bank ADR 2. SP500
ZS, PLTR, CRWD: growth stocks. Patience is the key here. ZS is already very expensive. Could take awhile. Opportunity costs. CRSR: cheap asaf. Really feels the high container prices rn. So, rev is a bit in the gutter. Now is a good buy before everything get’s rolling again. Don’t know much about RVLV and HDB. SE: China fears etc PYPL: difficult one. BRK, MSFT and NVDA: don’t sell them.
SE has a negative EPS going into a recession, Paypal is linked to crypto now and interest rate sensitive because its also a creditor and retail payment again, recession risk, CRSR was a pandemic play, thats over, Berkshire you can hold its one you buy for 10-30 years hold, ZS again, negative EPS, HDB is an Indian bank global political issues, CRWD negative EPS with improving fundamentals, RVLV consumer internet fashion retail recession risk, MSFT is a buy and hold forever and NVDA was a pandemic chip shortage play and the shortage is over. Only 1 of your stocks pays a modest dividend and all of them are over valued.
>I would like to buy a Chinese ETF like KWEB, but too scared to own anything related to china. Is that avoidance based on fear or moral objections? >I’ve been holding BABA till 2-3 weeks ago, but just cut the losses. And I agree with you that I rely mostly on US. Been thinking of buying HDB, Indian bank, but got to do some more research. What made you sell BABA other than the stock price continuing to decline? >And could you please share your portfolio or mention some stocks you believe in the long-term? My portfolio is primarily small-cap value or global market index ETFs. Oddly enough, one of my very few individual stock picks is the one you sold.
>Most Anticipated Releases $HDB $M $TDOC $FUBO $LOW $OSTK $BABA $COIN $MRNA $SQ [discord.gg/hvP8E8U878](https://t.co/uM1KBBIg4U) https://t.co/LlLpFFcjQm ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-02-20 ^08:25:45 ^EST-0500
I think international banks will probably do well for a while from rising rates and dollar getting towards the top of it's channel on dxy. Maybe stuff like LYG, HDB, DB, BCS, etc... I haven't done that much research yet, just a gut feeling
Nice, I just put HDB on my watchlist two days ago.
For buying Indian individual stocks as retail participant you will need to be Indian citizen (resident or non resident). This applies even with interactive brokers for India access. Hence if you aren't one, best will be nifty index ETFs like INDA or INDY, small cap ETF like SMIN. Also some Indian stocks trade in US. (HDB, IBN, INFY, WIT, TTM, RDY) and AXB (London)
Some large Indian companies are also listed as ADRs : $HDB $IBN $TTM $WIT $INFY
CCP is just stealing the Money from international investors. DIDI IPO is the best example. The jokers and CCP apologists are recommending investment on HOPE. I will never ever invest in CCP companies. Better invest in Indian companies. Look at mind blowing ten year charts of WIPRO and HDB
They’re getting fucked by Covid numbers. I bought some $HDB on Friday and will continue to buy through the worst Covid news. It’ll turn around the sec those numbers recede for big gains
Hey @Theta_Prophet - do you see this shit? You see these covid numbers coming in too for India? I've kept our position in EPI but we went ahead and we're shorting the bank stocks. The instruments available to me in our market to bet against the Indian banks are extremely limited, there are two banks with ADRs listed on our exchanges - ICICI ($IBN) and HDFC ($HDB). We're going to ride this shit down. Do you have any words of advice with these being ADRs? Same shit right the daily just hits upfront?
Question for the masses: What does a large gap in bid/ask imply? On eTrade seeing $70.90 x 500 for Bid and $80.00 x 200 for Ask (Bid 70.90 x 500 and Ask of 72.84 x 100 on TD Ameritrade). 10 Day volume average of 1.8M if that helps. Ticker is HDB. This seems positive if you're hoping for price movement up, but I'm not very bright so figured I'd check with you all.
Hopefully cashing in on some (HDB) options I bought not long ago based on an assumption they'd beat earnings again (platforms I use haven't updated so tough for me to be sure but looks like they did as best I can tell looking at their earnings report from yesterday). Question for fellow apes: What does a large gap in bid/ask imply? On eTrade seeing $70.90 x 500 for Bid and $80.00 x 200 for Ask (Bid 70.90 x 500 and Ask of 72.84 x 100 on TD Ameritrade). 10 Day volume average of 1.8M if that helps. This seems positive if you're hoping for price movement up, but I'm smooth brained so not sure.
Bought some $HDB today @ $69.63. Large Indian bank that is extremely oversold On daily chart: RSI: 25.92 Money Flow Index: 15.83 Stochastics just crossed Stock has been getting killed lately because India is having issues controlling the coronavirus. We buy at the bottom and sell at the top. See y’all on da moon
Thanks, put an edit just under the link with the tickers - it's HDB, IBN and RDY.
My EM stocks are BABA, HDB, INFY, and SNE. Im also considering MITSY and JAPSY on a pullback.