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Y sigue el rally.
"No es cosa de suerte, sino de perseverancia"
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Así es, y hoy habla Mr. Trump, tipo 23hrs hora de Chile
La rentabilidad es variable, por lo que nada garantiza que las rentabilidades pasadas se repitan en el futuro.
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A esta hora temible reversal del SP 500...
La Esperanza es, en verdad, el peor de los males, porque prolonga las torturas de los hombres.(Friedrich Wihelm Nietzschee) @patatrader
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y bajando de un nivel importante.
va a buscar un minimo mayor en el cp al parecer.
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A esta hora temible reversal del SP 500...
Y ese reversal a la baja del 21/3 no viene solo. USA abriendo con gap a la baja. El horno no está para bollos pero hay que mirar con atención cuano se armen zonas de acumulación.
La Esperanza es, en verdad, el peor de los males, porque prolonga las torturas de los hombres.(Friedrich Wihelm Nietzschee) @patatrader
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PATALARRASTRA escribió:A esta hora temible reversal del SP 500...
Y ese reversal a la baja del 21/3 no viene solo. USA abriendo con gap a la baja. El horno no está para bollos pero hay que mirar con atención cuano se armen zonas de acumulación.
Cerrando gap por acá..
La Esperanza es, en verdad, el peor de los males, porque prolonga las torturas de los hombres.(Friedrich Wihelm Nietzschee) @patatrader
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Linda reacción...
La Esperanza es, en verdad, el peor de los males, porque prolonga las torturas de los hombres.(Friedrich Wihelm Nietzschee) @patatrader
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como los mercados estan bien con los coreanos y chinos ofreciendo combos
Si usted está en un juego de póker durante veinte minutos y no sabe quién es el tonto de la mesa, entonces usted es el tonto
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allá vamos con el SP.. objetivo mínimo en 2.490
Es el mercado el que habla, encuentra el lenguaje para interpretarlo
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danger!
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Muy cerca ya de llegar a la zona de peligro
Es el mercado el que habla, encuentra el lenguaje para interpretarlo
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Qué olor a azufre diría un forero.. está de temer la figura...
La Esperanza es, en verdad, el peor de los males, porque prolonga las torturas de los hombres.(Friedrich Wihelm Nietzschee) @patatrader
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Como que voy entendiendo su firma estimado, saludos y gracias
La rentabilidad es variable, por lo que nada garantiza que las rentabilidades pasadas se repitan en el futuro.
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Qué olor a azufre diría un forero.. está de temer la figura...
Muy buen gráfico, gracias!
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SP500 arrancó a un pelo de volver a meterse al canal ascendente... para el día viene fantástico pero veremos al cierre si persisten los riesgos..
La Esperanza es, en verdad, el peor de los males, porque prolonga las torturas de los hombres.(Friedrich Wihelm Nietzschee) @patatrader
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SP500 arrancó a un pelo de volver a meterse al canal ascendente... para el día viene fantástico pero veremos al cierre si persisten los riesgos..
Rompió hacia arriba, dando entrada hoy para mi gusto.
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Mañana feriado en USA
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Una consulta: ¿ que corredoras ofrecen acciones estadounidenses? ¿ qué comisión cobran ? ¿ cuál es el monto mínimo para operar? Gracias
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Una consulta que vuelvo a reiterar haber si hay respuestas
¿ qué corredoras de acciones chilenas ofrecen actualmente acciones estadounidenses? o acciones europeas ? ¿ qué comisión cobran ? ¿ cuál sería el monto mínimo para operar? Gracias. Esperando respuestas...
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SAV, te recomiendo Renta4. En el siguiente link podrás ver sus tarifas:
https://www.renta4.cl/pdf/Renta4-Tarifas-2016.pdf
Saludos.
Es caudillo el jinete sin miedo, y tiene alas el noble animal.
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Atentos mañana con el s&p
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Focus on companies with low debt that do a lot of domestic business and exploit few tax loopholes
The Republican-led tax cut has been an amazing gift to investors.
Analysts at Goldman Sachs think 2018 S&P 500 earnings will grow 14%, with more than a third of that coming from tax reform. That's in the process of getting priced in to stock prices, and it helps explain the market's strength so far this year.
Since tax reform passed, "much of the rally has been analysts doing forecasts for 2018 and adjusting the tax rate," says Charles Mulford , an accounting professor at the Georgia Institute of Technology who runs the Georgia Tech Financial Analysis Lab .
There's good reason for the rally. Theoretically, at least, the market value of a company should increase Spam the dollar amount of tax saved multiplied Spam the company's price-to-earnings ratio, says Albert Meyer , a money manager at Bastiat Capital , which is up 177% since its April 2006 inception compared with 104% for the S&P 500 .
This is another way of saying that as earnings increase Spam the amount of tax saved, either the P/E ratio has to go down or the stock price has to go up. This won't always be the case, but it is a good rule of thumb.
Let's take Home Depot Inc. (HD) as an example. The retailer paid $4.3 billion in 2016 taxes at an effective tax rate of 36%. At 21%, Home Depot would have paid $2.5 billion , saving $1.8 billion . Multiply Home Depot's P/E of 27 Spam that $1.8 billion in extra earnings, and you get a $48.6 billion increase in market capitalization. That boosts Home Depot's value to $282 billion from $233 billion , a 21% increase in the value of the company, and presumably its stock, though some of this is undoubtedly priced in already.
Here are four basic rules to follow if you want to hunt for tax cut beneficiaries on your own -- to avoid the pitfalls and get the most traction. I've also included a few dozen companies that appear to be some of the biggest potential beneficiaries. Special thanks to S&P Global Market Intelligence for assistance with screening databases to come up with the numbers to do this.
Rule No. 1 : Check the effective tax rates
The rallying cry for corporate tax cuts was that U.S. business taxes were among the highest in the world. This was only a half-truth. The dirty little secret among U.S. companies is that, because clever tax lawyers exploit a raft of deductions, many companies pay no tax at all. Or at least rates well below the current 21%. Obviously, they aren't going to benefit from a tax cut to 21% from 35%. Big picture, the effective tax rate for the S&P 500 was 26% last year, far below the 35% tax rate at the time, notes Abby Cohen of Goldman Sachs .
A lot of companies pay no taxes because they make no money. Obviously, you can scratch them off your list of tax-cut beneficiaries. Many of those are in energy and biotechnology, including Hess Corp. (HES), Halliburton Co. (HAL), ConocoPhillips (COP), Alnylam Pharmaceuticals Inc. (ALNY) and Juno Therapeutics Inc. (JUNO). Early-stage companies like Tesla Inc. (TSLA) are in the same boat.
But even companies reporting lots of net income can have low tax rates. They're not going to benefit from lower tax rates. These include Alphabet Inc. (GOOGL) (GOOGL), with an effective tax rate of 19.3%, Facebook Inc. (FB) (18.4%) and Boeing Co. (BA) (12.1%).
In contrast, companies with lots of net income and also effective tax rates well above the new 21% level include: Wells Fargo & Co. (WFC), with an effective tax rate of 31.4%, Walt Disney Co. (DIS) (32%), Comcast (CMCSA) (CMCSA) (37%), Fastenal (FAST) (36.8%), Dollar General Corp. (DG) (36%) and American Express Co. (AXP) (33%). You can find the effective tax rate in a company's annual 10-K report.
Rule No. 2: Go domestic
Companies that pay all or most of their tax abroad won't benefit from the U.S. tax cut. So take those off your tax-boost shopping list. Caterpillar Inc. (CAT) has a relatively high effective rate of around 30%. But it's all on foreign profits. The same goes for Philip Morris International Inc. (PM). Aflac Inc. (AFL) pays a large percentage of its tax abroad, so it fits the bill, too.
In contrast, companies that do stand to benefit because they have tax rates well above 21% on mostly domestic profits, while they report little to no foreign taxes, include: CVS Health Corp. (CVS) with a tax rate of 38.4%, United Parcel Service Inc. (UPS) (33%), Lowe's Cos . (LOW) (40.5%), TJX Cos . (TJX) (38%), Southwest Airlines Co. (LUV) (36.7%), Altria Group Inc. (MO) (34.8%), Aetna Inc. (AET), Visa Inc. (V) (42.7%), Campbell Soup Co. (CPB) (31.4%), Comcast (37%), Capital One Financial Corp. (COF) (31.3%) and Verizon Communications Inc. (VZ) (35.2%).
Rule No. 3: Avoid companies with high debt
They're not going to benefit as much from the tax cuts, because the new rules limit deductions for interest paid. Companies can only deduct interest expenses of up to 30% of earnings before interest, taxes, depreciation and amortization. This will take a sizable bite out of earnings. Congress' Joint Committee on Taxation estimates that the change will raise about $171 billion in tax revenue over 10 years. Further restrictions on interest deductions starting in 2022 will raise another $307 billion over 10 years
ompanies with high tax rates that have a lot of debt include: J.C. Penney Co. (JCP), Avis Budget Group Inc. (CAR), Eastman Kodak Co. (KODK), Ford Motor Co. (F), Pitney Bowes Inc. (PBI), Sinclair Broadcast Group Inc. (SBGI), Sequential Brands Group Inc. (SQBG) and Townsquare Media Inc. (TSQ).
Rule No. 4: Go small
The sweet spot for companies getting a boost from the tax cut are small- and mid-cap companies, which I'll define as businesses with a market cap of between $500 million and $5 billion . There are two reasons why. First, they typically can't afford the army of tax lawyers hired Spam large-cap companies. So they tend to pay higher taxes. Next, those companies are less researched and noticed Spam others. So any benefit from the tax cut may be less priced in.
To find some of the better potential winners here, I cut out any names that are losing money or don't pay taxes. Next, I avoided the ones with high debt, and those paying a substantial amount of tax to foreign countries. I also avoided names that look expensive either on a P/E or price-to-book basis.
Names that look like big winners under the tax cut because they clear all these hurdles and pay high effective tax rates include: Evercore Inc. (EVR), with a tax rate of 44.5%, MYR Group Inc. (MYRG) (44%), Primoris Services Corp. (PRIM) (43%), Kforce Inc. (KFRC) (41%), ePlus Inc. (PLUS) (41%), Meridian Bioscience Inc. (VIVO) (40.8%), Scholastic Corp. (SCHL) (40.3%), Heritage Insurance Holdings Inc. (HRTG) (40%), Houlihan Lokey Inc. (HLI) (39.3%), DSW Inc. (DSW) (38.8%), Marriott Vacations Worldwide Corp. (VAC) (38.4%), Beacon Roofing Supply Inc. (BECN) (38.3%), On Assignment Inc. (ASGN) (38.2%), Shoe Carnival Inc. (SCVL) (37.7%), American Eagle Outfitters Inc. (AEO) (36.6%), Ethan Allen Interiors Inc. (ETH) (36.5%), Urban Outfitters Inc. (URBN) (35.5%), Winnebago Industries Inc. (WGO) (34.3%), Waddell & Reed Financial Inc. (WDR) (33.9%) and Encore Wire Corp. (WIRE) (33.4%).
Companies excluded as direct beneficiaries of the tax cut still stand to gain. Presumably, the companies that do benefit will invest some of their newfound cash flow, creating economic growth. And the lower rates will encourage more foreign investment in the U.S. Plus, the boost to stocks may reduce unfunded pension liabilities at governments around the country, potentially lowering the tax burden.
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S&P500 -4,1%?? Que se rompió?? VIX +115%??
Parece que es en serio esta cosa...
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S&P500 -4,1%?? Que se rompió?? VIX +115%??
Parece que es en serio esta cosa...
Mañana vamos a ver que tan seria es la cosa.
Hoy por hoy, en la mesa de dinero nadie sabía que sucedía ni los bancos ni nadie, solo una salida fuerte de flujos y miedo a una fuerte inflación / subida de tasas de EEUU.
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Hace varios días que estaban anunciando una posible y fuerte corrección de los mercados.La siguiente nota es del Noviembre 2017.
http://www.bolsamania.com/capitalbolsa/ … 48018.html
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Alguien me explica que paso ayer? y porque habria de seguir hoy?
Gracias
Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world
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Alguien me explica que paso ayer? y porque habria de seguir hoy?
Gracias
Rolex: adjunto extracto de diario financiero, en donde explica el porque está pasando esto.
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gracias eluspa.
Mirando el pre market, parece que nos vamos a rojo!
Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world
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gracias eluspa.
Mirando el pre market, parece que nos vamos a rojo!
Como ves lo que le depara - en el MP- esta alza de tasas al mercado inmobiliario chileno?
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