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Invest & Retire Community

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205 contributions to Invest & Retire Community
2 likes • 9h
@Rong Zhou I had that set up already it is called TD Easy trade. You can NOT trade option in that platform and it is only mobile access. My goal is to move all my RRSPs /TFSA to EASY trade.
2 likes • 9h
@Rong Zhou I will transfer in kind ( fund or stocks ) and have 2 margin accounts( both Canadian and US) which I already had it set up at IBRK.
SBUX and NIKE
Last week and today I added to my long positions in both, Nike and Starbucks. I also sold April 10 puts last week and I am already positive. Does anybody else is investing in these two stocks?
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New comment 2h ago
5 likes • 2d
@Cris Bob what is a good entry price for Nike? I have some interest to build a position but I haven't had time to do a deep dive on their fundamentals.
1 like • 9h
Nike : Positives vs Negatives + large market cap 142Billions, dominating global brand with large moat + 6.4billions Free cash flow over next 5yrs + short term quarter to quarter earning 0.77 to 1.03 for next 4 quarters + $51.6billions revenue with over >56% sales outside of North America + Most analysts have fair value of $120. Current price $94 (appears undervalue but i personally dont think so), with most "buy" rating + Improved margin with more direct to consumer sales/network. Current profit margin 10.1% - Nike only guided 1% sale growth for 2024 - PE still high at 27.7 -expecting fairly high growth expectation, forward PE ratio of 24.9 -/+ One time restructuring plan absorb $$$ in 2nd half of 2024 P&L - Competitors ie Hoka one, Lululemon, other sports wear gaining market shares - macro China pressure, shipping delays, high input costs continues My target price $90-$93, will buy more if btw $80-90. I want to buy stock well below BB band.
2 likes • 2d
@Sukhwinder Dhanoa Have it formed a bottom lol ?
3 likes • 2d
@Rong Zhou @Sandra Van Den Ham 100% of my covered calls I use delta 0.20 to 0.30 are usually expired worthless. I am long term investor and use covered calls to hedge my positions during market volatility.
LULU hedge made +100%
Previously, I was bullish LULU with earnings beat. But their forecast didn't impress Wallstreet The stock down -18% after earnings. Before earnings, I mentioned you should buy a hedge. The students in Investing Accelerator earned +100% on the hedge put position. This allows you to now do 2 things: 1. You can buy more LULU at 18% discount 2. You buy another stock of your choice. Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Free webinar - how to get 30%: https://5mininvesting.com/free-case-study/ In April, my goal is to help 20 people without a financial background to master investing. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals. If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get 30% per year. During the call, we will map out exactly how you can achieve 30%, what you are lacking, how you can improve. If you have any questions about the program, you can ask during the call as well. Schedule a call here: https://bit.ly/48mJlgR Remember to go to the Classroom tab for additional investing resources.
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New comment 1d ago
2 likes • 2d
@Sandra Van Den Ham Lulu financial was priced for perfection. Macro for Nike is not doing well. Didn't think Lulu would do well until macro improved.
Why do you need index funds... for the scatterbrains.
Safe index funds are the ones where it has a basket of stocks such as S&P 500. Dangerous index funds are spot indexes for Bitcoin (where it doesn't have diversification) If you sometimes forget to manage your own portfolio, then diversified index funds are perfect for you. ​When it comes to investing, there are investment vehicles where you must plan for an exit such as options / monthly passive income strategies / higher risk trades for individual stocks (such as AI). However, we are all so busy (doctors/engineers/programmers) and sometimes forget to monitor our position. If you know you are too busy to time an exit, ​then use index funds for the majority of your portfolio. ​If you entered into a low, great - you don't need to exit for many years to come If you entered at a high, just continue to dollar cost average and you will be fine long term. (This is not true for individual stocks - refer to EV and Fintech in recent years) Index funds (mostly) always come back, especially S&P 500. For the scatterbrains, use index funds. For individual trades, ​​​​​​​​​​​​​​​​you can use automation and rules to make monitoring for an exit easier Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Free webinar - how to get 30%: https://5mininvesting.com/free-case-study/ In March, my goal is to help 10 people without a financial background to master investing. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals.
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New comment 15d ago
1 like • 15d
@Sandra Van Den Ham VFV or VOO
1 like • 15d
@Sandra Van Den Ham some ETF have double or triple fees built in the fund. I am not a fan.
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Kim Huynh
6
511points to level up
@kim-huynh-9986
Semi-retired pharmacist. Passionate in learning and earning passive investment income.

Active 9h ago
Joined Feb 17, 2023
Canada GTA
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