Trading the stockmarket (NO Referrals)

Marvt74 said:
Plus they probably don't need to spend the levels Tesla had. They already have the plants to build the cars and in house knowledge of chassis etc.

They presumably also don't have the insane level of R&D as they can "copy" Tesla and catch up a lot faster when they actually want to.
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Exactly. I actually think it's a good play by the old school auto's. I think Tesla is a great disruptor but I don't see it lasting.
 
Can anyone recommend a platform for a S&S ISA? Starting to be able to save above my emergency fund now I've paid off some CC debt whose 0% periods were coming to an end. I've already opened a Lifetime S&S ISA with AJ Bell with a regular monthly amount but I think there are better options for a normal S&S ISA?

Cavendish looks the cheapest and I'd be managing the portfolio myself, made up of passive tracker funds.
 
Journey said:
The pretty much guaranteed inclusion to the S&P 500 means lots of extra shares having to be picked up by the trackers/funds which is/will push the price up. I expect a big fall back sooner or later.
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But then if they fall it will have to drop out of the S&P500 again. A bit like how EasyJet are going to fall out of the FTSE100

413x said:
It took tesla a long time to get to where it is now.
And a lot of cash burning. I can't see the traditional manufacturers catching up.

Batteries are the future, and can't see anyone but tesla making inroads like they are.

The other manufacturers don't have the resources to put this much into it
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I'm pretty sure, the big European and Japanese manufacturers have plenty more capital available to them than Tesla does, and as others have said, they don't need to spend to as much total since they already have all the plant, machinery etc..

Haven't Toyota put $22bn into R&D in 2018, and $10bn in 2019? VW is around $12bn a year. Tesla's R&D is tiny in comparison. Tesla's R&D Expenses grew from $0.7 billion in 2015 to about $1.5 billion in 2018. Tesla's spending is on building the factories.
 
englishpremier said:
But then if they fall it will have to drop out of the S&P500 again. A bit like how EasyJet are going to fall out of the FTSE100
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It doesn't work like that when your mcap far exceeds the entry requirements already, and the barrier in the case was showing four quarters of profitably in succesion.

The entry requirements for mcap are or were as of 2019 $8.2B and TSLA is currently sat at $245B, the price would need to drop 96% which is unlikely. ;)
 
Journey said:
It doesn't work like that when your mcap far exceeds the entry requirements already, and the barrier in the case was showing four quarters of profitably in succesion.

The entry requirements for mcap are or were as of 2019 $8.2B and TSLA is currently sat at $245B, the price would need to drop 96% which is unlikely. ;)
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Aha, right. I thought it was more like the FTSE. Will have to read more around it. Thanks.
 
MichaelAwkward said:
Can anyone recommend a platform for a S&S ISA? Starting to be able to save above my emergency fund now I've paid off some CC debt whose 0% periods were coming to an end. I've already opened a Lifetime S&S ISA with AJ Bell with a regular monthly amount but I think there are better options for a normal S&S ISA?

Cavendish looks the cheapest and I'd be managing the portfolio myself, made up of passive tracker funds.
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HL or Vanguard. Less choice but cheaper rates (sometimes) with the latter; you can only buy their funds, which are fairly limited, so if you just want a tracker it's fine, if you want more diversity or individual stocks then HL.
 
Russinating said:
HL or Vanguard. Less choice but cheaper rates (sometimes) with the latter; you can only buy their funds, which are fairly limited, so if you just want a tracker it's fine, if you want more diversity or individual stocks then HL.
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Just had a look at HL, but they seem more expensive overall than Cavendish? Wouldn't want to be limited by Vanguard.
 
I've used up my £20k S&S allowance for the tax year. If I were to open an investment account with Fidelity, what tax liabilities might I have on any gains when I sell investments in that account? I'm a higher rate tax payer - am I correct in understanding that there's a £12k allowance before CGT kicks in?
 
Journey said:
TSLA trading at over $1431 in after hours. :eek:
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I listen to The Disciplined Investor podcast by the US investment manager Andrew Horowitz, even though I have no investments or money to risk in them. I've found him to be pretty rational in his analysis over the last 12 years, since I got interested in the machinations of markets.

At the moment a common theme of his is that brokers are reporting record account applications from new investors: the little guy is back in the game in a big way, and Tesla (it seems to me anyway) is a very trendy name for the little guy. Maybe this time it's different because if you have money, where else are you going to park it? So this could go on for a lot longer. It all feels a little shoe-shine boy to me though, so if I had my fingers in Elon Musk's plug socket I'd be wearing rubber boots and have my other hand on the RCD.
 
413x said:
It took tesla a long time to get to where it is now.
And a lot of cash burning. I can't see the traditional manufacturers catching up.

Batteries are the future, and can't see anyone but tesla making inroads like they are.

The other manufacturers don't have the resources to put this much into it
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It’s not the batteries. Anyone can jump into bed with Panasonic for similar
 
Andrew_McP said:
I listen to The Disciplined Investor podcast by the US investment manager Andrew Horowitz, even though I have no investments or money to risk in them. I've found him to be pretty rational in his analysis over the last 12 years, since I got interested in the machinations of markets.

At the moment a common theme of his is that brokers are reporting record account applications from new investors: the little guy is back in the game in a big way, and Tesla (it seems to me anyway) is a very trendy name for the little guy. Maybe this time it's different because if you have money, where else are you going to park it? So this could go on for a lot longer. It all feels a little shoe-shine boy to me though, so if I had my fingers in Elon Musk's plug socket I'd be wearing rubber boots and have my other hand on the RCD.
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I'd warrant there's definitely truth to that. Just look at this thread for one source of people asking for advice on S&S ISAs. And I know of two acquaintances who simply shouldn't/can't afford to be trading who are 'giving it a go'.

It's like when my mum - the most non-techy person I know - started talking about Bitcoin that alarm bells started ringing. And she's totally uninterested in anything investment/news/crypto etc. Interestingly that was just before it crashed a year or so ago.
 
Yeah, i think people have been pulled in my the huge drops and subsequent recovery. They'll hear the odd tales of X increasing by Y% in the last few weeks and want a piece of the action.
 
Russinating said:
I'd warrant there's definitely truth to that. Just look at this thread for one source of people asking for advice on S&S ISAs. And I know of two acquaintances who simply shouldn't/can't afford to be trading who are 'giving it a go'.

It's like when my mum - the most non-techy person I know - started talking about Bitcoin that alarm bells started ringing. And she's totally uninterested in anything investment/news/crypto etc. Interestingly that was just before it crashed a year or so ago.
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Having a great time. Emotional market = time to be careful however. It feels like bitcoin late 2017 atm.

Some area still calling for the demise of tesla. Stanphyl capital apparently told their investors recently it's not even a growth company and will go bust :D
 
I do see a perfect storm forming right now:

- All time highs for Tech firms
- Covid Wave 2?
- China and Hong Kong
- China & UK (Huawei)
- China & USA
- Furlough scheme stop in September

Hard to work out where money should be - in my pocket or in the market.
 
tlrBeta said:
I do see a perfect storm forming right now:

- All time highs for Tech firms
- Covid Wave 2?
- China and Hong Kong
- China & UK (Huawei)
- China & USA
- Furlough scheme stop in September

Hard to work out where money should be - in my pocket or in the market.
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US election is one to watch too IMO.
Trump knows it would be a catastrophe for the markets to tank during a run up to the election. If he/his party loses and the markets tank as the $ printers are turned off or down, he'll take pleasure in saying the markets disagree with him losing :). I can see the USA possibly having a bad time around the elections whatever happens. Will be uproar by either side, depending on whether he wins or loses, especially if COVID comes back with a vengeance for a wave 2
 
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Russinating said:
It's like when my mum - the most non-techy person I know - started talking about Bitcoin that alarm bells started ringing. And she's totally uninterested in anything investment/news/crypto etc.
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This is always a good indicator. The more hype around something, the faster you should run away.
 
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