Optarix

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Optarix

Optarix

@optarix

Sharing experience gained from long-term investing in share markets for over 25 years. Having a fair go is simpler than you think! - Tweets by Matt.

Entrou em Ocak 2018
1.1K Seguindo1.1K Seguidores
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MicroSectors
MicroSectors@msectors·
Tesla $TSLA earnings were released after hours. $ EPS: expected 0.74, reported 0.66 ❌ Miss -10.81% Revenue: expected $24.38B, reported $23.35B ❌ Miss -4.23%
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Optarix
Optarix@optarix·
Mr Market was in a bad mood today. At the close of regular trading the S&P 500 is down by 1.34%. We’ve seen better days. On the upside: This means that there are some stocks that might have an “on sale” sign on them. Just have another look! #investing #personalfinance
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Optarix
Optarix@optarix·
@RachelReevesMP .@RachelReevesMP In 2020 oil companies lost billions. No special tax breaks were offered then. Special taxes now would be pure communism: downside to those who carry the risk, upside to those who didn't carry any risk at all. Not the way to incentivize new investments.
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Rachel Reeves
Rachel Reeves@RachelReevesMP·
12 years of the Tories have led to soaring costs, low growth and falling living standards. And yet despite this and booming oil profits, they still refuse to accept Labour’s plan for a proper windfall tax on energy producers to help foot the bill. bloomberg.com/news/articles/…
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Optarix retweetou
Bloomberg
Bloomberg@business·
Twitter's board is considering adopting a "poison pill" measure that would protect the company from hostile acquisition bids like the one launched by Elon Musk trib.al/Faeab4d
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Optarix
Optarix@optarix·
Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards: Paying for advice, it is critical to understand how the person providing advice gets paid and what their responsibilities are to the investor #4a9bf51b25b5" target="_blank" rel="nofollow noopener">forbes.com/sites/forbesfi… via @forbes #Assetmanagement
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Optarix
Optarix@optarix·
@TalkMarkets Or perhaps we should be concerned that stocks are not trading a lot lower... Given P/E ratios of 25 or even much, much higher, and given Covid-19 impact on earnings is not in those numbers yet, shouldn't stocks be at a much lower level?
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Optarix
Optarix@optarix·
@financialtrave Yes, cost is easily overlooked. For our decisions we usually look at results after fees and tax. Within reason we're willing to accept (higher) fees if warranted for better performance. Often high fee funds do not deserve the higher costs, though.
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Optarix
Optarix@optarix·
@Chad_Shoop In our view it appears as if even with a new stimulus package many stocks and the market in general are too expensive. P/E ratio of 25 or even more needs a really good justification. Earnings hit for companies due to Covid-19 is still largely unclear.
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Chad Shoop
Chad Shoop@Chad_Shoop·
Nice jump in the #StockMarket futures after reports of an #infrastructure bill. It's great, but we haven't heard anything about a more immediate stimulus package for businesses and consumers. If a round two stimulus package gets passed, stocks will surge even higher.
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Optarix
Optarix@optarix·
@Schroders What happens if it turns into an L-shaped one, i.e. long-winded recovery with lots of volatility along the way? Can we rule this out from today's perspective? And what would that mean for everyone's investment approach?
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Optarix
Optarix@optarix·
@Schuldensuehner While understandable that the Fed is taking this step, it also runs the risk of keeping companies alive that could at best be described as "zombies". As a consequence, it seems that credit insurance is yet another distorted financial market. As investor, beware of those zombies.
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Holger Zschaepitz
Holger Zschaepitz@Schuldensuehner·
The cost of credit insurance for both investment-grade and high-yield European corp debt fell the most in 2mths after the Fed unveiled plans to buy individual corp bonds under its Secondary Market Corporate Credit Facility instead of only exchange-traded funds. (via BBG)
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