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re: Stocks on your watch list

Posted on 8/7/20 at 9:53 am to
Posted by TheChosenOne
Member since Dec 2005
18543 posts
Posted on 8/7/20 at 9:53 am to
quote:

I read their ER and I don't see any red flags, certainly nothing that warrants dumping 35% in 2 days.


100%

I just got in right under 124.
Posted by AA7
Birmingham, AL
Member since Nov 2009
26789 posts
Posted on 8/7/20 at 9:57 am to
I got in just under 123. Feel good about this one
Posted by hiltacular
NYC
Member since Jan 2011
19693 posts
Posted on 8/7/20 at 10:00 am to
quote:

its not SaaS though...i think AYX is seen a great tool when times are good, but not required. in other words, its customers dont depend on it to operate


Agreed but at the same time data analytics is still super important and while not "critical" to operations I think you can make a case the business ROI is there even during Covid.
This post was edited on 8/7/20 at 10:01 am
Posted by cgrand
HAMMOND
Member since Oct 2009
39005 posts
Posted on 8/7/20 at 10:04 am to
agree completely.
i'm gonna get in today
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/7/20 at 10:11 am to
All of my ETF picks always do well, although they don't yield very big results. Over a long period of time they will deliver.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/7/20 at 10:13 am to
quote:

agree completely.
i'm gonna get in today


How healthy is AYX. I look at the performance over the last year and they are very up and down. Seems like something you just get in on for short periods.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/7/20 at 10:41 am to
Almost everything seems like it is down a little today. Just one of those days.
Posted by dltigers3
Collierville, TN
Member since Jun 2010
2133 posts
Posted on 8/7/20 at 10:50 am to
Just got AYX at $122. I sold FSLY on the way down, about to buy my position back in them as it seems like it has found a temporary bottom
Posted by AA7
Birmingham, AL
Member since Nov 2009
26789 posts
Posted on 8/7/20 at 10:58 am to
quote:

I sold FSLY on the way down, about to buy my position back in them as it seems like it has found a temporary bottom

I plan on doing the same. I got out around 85.
Posted by Crescent Connection
Lafayette/Nola
Member since Jun 2008
2034 posts
Posted on 8/7/20 at 12:07 pm to
WTF with LVGO? Should’ve sold yesterday and watch this thing shakeout from the sidelines.
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 8/7/20 at 12:08 pm to
I mean, almost every tech stock is down today so it comes with the territory
This post was edited on 8/7/20 at 12:09 pm
Posted by Covingtontiger77
Member since Dec 2015
10458 posts
Posted on 8/7/20 at 12:12 pm to
quote:

I sold FSLY on the way down, about to buy my position back in them as it seems like it has found a temporary bottom I plan on doing the same.

I got out around 85.


No concern about it being announced that FLSY generated 12% of its ad revenue from Tik Toc?


The uncertainty with Tik Tok is what is driving this slide

Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/7/20 at 12:17 pm to
Man....AYX
Posted by hiltacular
NYC
Member since Jan 2011
19693 posts
Posted on 8/7/20 at 12:39 pm to
Just a huge selloff across the board in tech/SaaS. AYX/FSLY/DDOG selloffs prompted everything else. Even the companies that truly had blowout quarters are down.

Look at CRWD as an example, down 7.75% on no news and real no disruption to their business at all. Good buying day

The good news for me is FB and CHGG are at least holding on so its not a complete bloodbath
This post was edited on 8/7/20 at 12:41 pm
Posted by jangalang
Member since Dec 2014
36900 posts
Posted on 8/7/20 at 12:56 pm to
Is BIGC going to be Shopify’s rival or a “rival” like Tulane to LSU?
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/7/20 at 1:32 pm to
Anyone jumping on AYX after the cliff it just fell off of?
Posted by jangalang
Member since Dec 2014
36900 posts
Posted on 8/7/20 at 1:43 pm to
Is there one Ophir stock doing well right now?
Posted by BabyTac
Austin, TX
Member since Jun 2008
12365 posts
Posted on 8/7/20 at 1:48 pm to
TDOC getting absolutely hammered. I don’t get it.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/7/20 at 1:56 pm to
Gotta play the long game.
Posted by AA7
Birmingham, AL
Member since Nov 2009
26789 posts
Posted on 8/7/20 at 1:57 pm to
Almost everything is getting hammered today. Not sure if it’s just uncertainty heading into the weekend or what.
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