2023 Q2 Earnings--- How much is actually priced in?

Does anyone else feel that volatility from inflation data moving markets has gotten less significant over time and the markets are actually more worried about 2023 Q2 earnings than inflation? I was wondering in your opinion how much earnings estimates are actually priced in to the markets.

According to FactSet:

- Earnings Decline: For Q2 2023, the estimated earnings decline for the S&P 500 is -7.2%. If -7.2% is the actual decline for the quarte

Healthcare investing: CVS or UNH?

Curious to hear which of the two you would choose to hold long term?

I’ve been eyeing on HC stocks as they continue to decline, and am looking to enter long term positions. UNH’s earnings Friday can be a good time as it will give us a sense of direction where HC is headed to.

While UNH has been a more consistent performer and CVS has been accepting more debt in time of high interest, CVS also has much lower PE and a higher dividend which makes the

Thoughts on RCM Technologies (RCMT)?

Staffing company providing services to companies in the US, Canada, Puerto Rico, Serbia; specialist health care, management, information technologies, engineering. Founded in New Jersey 1971. Had a crazy run from spring -22 to summer -22 with an increase around 300 %, benefited from an increased demand due to COVID. Then dropped down gradually until late march -23. Now up around 67 % last 3 months. Current P/E is around 10.

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Inflation data good; FED Speak still hawkish and rate hikes still coming.

In June, further strides were made in the ongoing battle against inflation. However, these developments do not necessarily alter the likelihood of a Federal Reserve rate hike later this month. Consumer prices recorded a 0.2% increase in June, falling below the expected consensus of 0.3% and bringing the twelve-month change down to 3.0%. While this might suggest a recent rapid moderation in inflation, a closer analysis reveals that this is primarily attributed to

Seeking Advice: Is Investing via DCA in 80% Nasdaq 100 (QQQ) and 20% MSCI USA Small Cap Value Weighted (European ETF) sensible for Long-Term

Hey fellow Redditors,
I'm in my mid-twenties, adventurous when it comes to risks, and planning to invest for more than 20 years. I've been doing some research on investment strategies, and I'm considering using the Dollar-Cost Averaging (DCA) approach to build my portfolio.
I have a particular allocation in mind: 80% in Nasdaq 100 (QQQ) and 20% in MSCI USA Small Cap Value Weighted (European ETF).
My rationale behind this allocation is

Elon Musk’s new company xAI

https://www.cnbc.com/2023/07/12/elon-musk-launches-his-new-company-xai.html Reading up on all the different people he’s pulling together to work on this project (assuming it’s legit which is probable since he’s always trying to out do others) it would be a fairly promising company to invest in. Are there going to be public shares in the stock market in the near future?

Weighted Average Changed - Exchange Rate?

Hi all,

Very basic question here but I noticed recently my average investment in a stock changed recently. Let’s say it was sat at an average of $100 it is now $102.

I deal in the UK so GBP. Is this because the dollar is rising against pound sterling?

If the dollar continues to increase against 1GBP then the average will automatically go up and if it goes down so will the average?

Thanks.

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Why do dividends from my mutual fund start out at a loss?

Hey everyone,

Im new to mutual funds and have one through fidelity on FFANX. Yesterday was our dividend day and I have mine to automatically reinvest.

The dividends paid and reinvested were $308.45, and the fund raised $.05 yesterday, but dividend/order says I lost $48.24 and it doesn’t seem like my value went up by $308. It says my average cost basis was $13.81

Can someone tell me a litttle bit about why they started out at a lost, or why

No day trade limits

Beginner here, been on Robinhood for a couple years but don’t like the limit of trades you can do in a certain amount of time. Does Webull or any other app allow you to freely day trade? The descriptions for that are kind of vague online.

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Investment Advice Needed

I am in my mid 20s and started a “moonshot” portfolio with a 20k principle. The original thesis is a venture capital approach where i invest in 15-20 companies and hold them until i am 40-60 yrs old. Most will go under, but hopefully the homerun picks will greatly outweigh the principle.

Problem: 20k is only 2.5% of my total invested capital. I realized i spread myself too thin and the gains i am already getting on some picks (i.e exact sciences up 180%)


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