CIM-B: Higher for Longer

As the market continues to price in higher interest rates for longer, there is opportunity in owning floating rate securities. CIM-B is a preferred stock issued by Chimera Investment Corporation with a fixed rate coupon of 8.0%. CIM-B trades at a 15% discount to par leading to a current rate of 9.4%.

On 3/30/24, 9 months from now, CIM-B switches to a floating rate security of 5.79% + 3m SOFR + 0.26%. The 3m SOFR is the replacement for LIBOR and is current

Canadian ETFS

Looking for some input from fellow Canucks on your preferred Canadian ETF’s. I’m looking to move some gains from individual stocks and to make some regular contributions going forward (want to avoid the currency exchange fees).

Looking at VFV.TO and COW.TO currently.

Thanks I’m advance.

submitted by /u/amach9
Thoughts on NDAQ purchasing Calypso/Adenza

NDAQ has been outperforming the s&p 500 for nearly a decade until now. When news of the deal purchasing Adenza (formerly calypso) broke the stock tumbled to $50

NDAQ says they are pivoting toward fintech rather than just exchange operation due to narrowing margins and limited growth. Not only did they purchase Adenza but they did so at what appears to be a very expensive price. Calypso was purchased by private equity for ~3.4b in 2021. Only 2 years la

Favorite defense contractor for the long term? (LMT, RTX etc)

Planning to own one of the defense contractors. Looking to invest for the long term (so the next war(s), not the current one).

The obvious options are Lockheed Martin (LMT), Raytheon (RTX), General Dynamics (GD), Northrop Grumman (NOC).

Any thoughts?

submitted by /u/AlternativeOwn3387
What will be the impact on Index Funds when Money Markets return to under 2% yield?

There's historic amounts of money in these MMF yielding 5% risk free right now. Is it fair to assume that all this capital will rotate into the market once interest rates come back to earth. How much impact could it actually have?

submitted by /u/TheRealLBJ
Is $META going to benefit from Threads?

One of the questions that many META shareholders have is, what is the impact of Threads on the company’s value?

The answer isn’t simple, and I’ll try to break down the components and share my thoughts.

Mark Zuckerberg shared that monetization options would be explored once Threads hits one billion users (As am I writing this, there are over 83 million users. For comparison, Twitter has close to 400 million).

From Meta’s point of view, the so

It amazes me how few people invest in the stock market.

Considering how important it is that your savings keep up with / out paces, inflation it amazes me how few people actually do invest or even know how to.

Why are we not taught in school about investing?

submitted by /u/SchizoMitzo
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Never loosing indicators(?)

Hi redditors,

I have a stupid question with a standard obvious text-book answer goes like "are you dumb?." But I am curious anyway about your creative ways of saying it.

I have a friend who I know for a long time and he is interested in stock market for the past few years. He is looking for indicators and trying to apply them to different indicies, shares, CFDs etc. Recently his claim was that he found never loosing indicators. His argume

QQQ vs VGT vs VOO vs VUG

22 years old with extremely high risk tolerance.
Looking to put 50% of my portfolio into one or two of these ETFs. I want to get everyones opinion on these and see what you guys would recommend.
As of now, i'm leaning towards 25% QQQ and 25% VOO. Looks like VGT has outperformed both of these ETFs though so not sure why everyone recommends QQQ. VUG is also a good one but I think I would rather pick VOO. I understand there is a good amount of overlap

Rising Real Yields Threaten High-Yield Companies’ Share Prices

A surge in US real yields, reflecting the return on bonds adjusted for inflation, has raised concerns among investors about the implications for riskier assets such as stocks. The yield on 10-year inflation-protected securities (Tips) reached 1.82% on Friday, the highest level since 2009, as investors increasingly anticipated the Federal Reserve maintaining higher interest rates to combat inflation.

Real yields serve as a vital indicator of borrowing cost


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