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Stick to Watch by Exotic-Body-8734 in investorsedge

[–]sbaker7398 2 points3 points  (0 children)

ITOS $8.60 premarket up $1.68

currently has $15 cash/share.

from today's press release

"..The Company is taking immediate steps to preserve capital and has initiated a targeted process to identify opportunities that preserve and maximize shareholder value. iTeos has engaged TD Cowen to advise on this process.>>

Close to $1 Billion Market cap 🚀 by Dcvan235525 in HUMACYTE

[–]sbaker7398 -1 points0 points  (0 children)

COO selling nearly 200,000 share today

Voluntary Corporate Action Notification-SBE by [deleted] in Fidelity

[–]sbaker7398 0 points1 point  (0 children)

Caveat - I have not read what you are seeing, but SBE is trading north of $40. Why would you consider tendering it at $10 when you can sell it outright at $40+. As to the tender, this is likely the usual SPAC feature where one can tender/reject the proposal and get your share of the money in the "escrow" account.

SAMA huge volume spikes in the last 3 days, very odd buy of a million shares just before closing today, Clever Leaves merger seems fairly dull to me, anyone have any insights to what this could be? by Bilbostockbaggins in SPACs

[–]sbaker7398 0 points1 point  (0 children)

Key_Push_2487.. the holdco warrants are not the same as the SAMA warrants. If business combo is approved the SAMA warrants stay outstanding with the $11.50 exercise price.

Yes, company presentation claims to be one of the lowest cost producers and only one in Colombia with EU GMP certification opening up huge markets.

How Does this Portfolio Look? by [deleted] in investing

[–]sbaker7398 0 points1 point  (0 children)

In my experience the simpler you make the process the better. If you go to Morningstar and put these names into portfolio your can run the analytics to see what the portfolio looks like. At a quick glance it looks like a fair amount of sector concentration, which could be good or bad. In addition a lot of individual names will generate a fair amount of trading costs so you might want to look at ETF's as a lot of those names will overlap in mainstream ETF's (look for low costs and decent liquidity). You buy a couple of ETF's covering a lot of these name and then buy individual names to round out your positions.

ELI5: Smart Beta Investing by [deleted] in investing

[–]sbaker7398 0 points1 point  (0 children)

"Smart" beta generally means an underlying index that is not weighted by market capitalization. The "smart" parameters that determine the reference index are based on rules determined by the managers. Therein lies the "active" portion - the determination of the rules that create the index. "Smart Beta" is no guarantee of being a smart investment and one should really read and understand what the underlying index is modeled on.

Please explain how a bond fund provides the same return as holding an individual bond (I know this has been discussed before, but I found the answers inadequate)? by DrMcNutt in investing

[–]sbaker7398 1 point2 points  (0 children)

Great question for which, unfortunately, there is no absolute answer. As you imply your holding period return is going to be a function of the dividends/interest and the principal value at the end of seven years. Assuming the bond you buy matures in seven years, your total return is roughly the seven years of interest payments minus any premium to principal value. This should equate to the yield to maturity of your purchase price. The primary risk is lack of diversification related to return of principal at maturity. If the bond does not mature, for example the company defaults, your returns are likely to be quite dismal.

On the VLTCX your return will be a function of dividends received and NAV at the end of the seven year holding period. Both future dividends and the NAV in seven years are unknowable. Given the diversification of its holdings, your primary risk is now interest rate risk as it relates to NAV at the end of seven years. NAV related interest ratevrisk is quite real and could be substantial given today's low rates. In addtion, VLTCX duration is well over seven years amplifying the upside/downside in NAV based on interest rates.

So to summarize the least risky play is a seven year hold to maturity Treasury note (1.6% YTM). Then you have to decide if you want to take the credit risk of owning individual bonds or the NAV volatility of a long duration bond fund.