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re: Stocks on your watch list

Posted on 2/19/21 at 1:42 pm to
Posted by Swagga
504
Member since Dec 2009
19205 posts
Posted on 2/19/21 at 1:42 pm to
I was going to buy more Gogo but I think I’m just going to hold what I have and play a little conservative. I’ll put that money elsewhere.
Posted by keakdasneak
Member since Dec 2006
7198 posts
Posted on 2/19/21 at 1:44 pm to
I'm curious if anyone has any knowledge/research on Upwork(UPWK). Thank you in advance.
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/19/21 at 2:13 pm to
For those interested, WATT is doing some shenanigans on Apple battery speculations.
Posted by Ancient Astronaut
Member since May 2015
37323 posts
Posted on 2/19/21 at 2:50 pm to
Zom and DraftKings
Posted by cgrand
HAMMOND
Member since Oct 2009
48717 posts
Posted on 2/19/21 at 3:33 pm to
good day, shitty week (but we needed a shitty week).
up 2.5% today, down 4% from last friday

YTD up 30% and down 5% from my YTD high

SQ earnings on tue, ETSY & TDOC on wed

i was hoping to trim some of my runners at highs to raise some living cash, i'll try to do that next week
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/19/21 at 3:57 pm to
Great day. Up 7.5%

I’m stuck with 2 pennies. Not sure if I want to cut bait, but these damn analysts are expecting some movement. My gut says BS.

BIDU with major rebound
This post was edited on 2/19/21 at 3:58 pm
Posted by BlackPawnMartyr
Houston, TX
Member since Dec 2010
16299 posts
Posted on 2/19/21 at 4:11 pm to
quote:

BIDU with major rebound


Yay!
Posted by tigersfan1989
Baton Rouge
Member since Oct 2018
1265 posts
Posted on 2/19/21 at 8:11 pm to
Is anybody else tech heavy theses days? Kind of worries me a bit
Posted by PillPusher
Gulf Coast
Member since Oct 2009
5945 posts
Posted on 2/19/21 at 8:25 pm to
I’m so tech heavy I consider my AMZN the KO of my portfolio.
Posted by tigersfan1989
Baton Rouge
Member since Oct 2018
1265 posts
Posted on 2/19/21 at 8:27 pm to
Maybe you can somewhat consider Amazon as retail instead of tech. To be honest it’s not a stretch to classify it as retail
Posted by Jag_Warrior
Virginia
Member since May 2015
4292 posts
Posted on 2/19/21 at 8:38 pm to
quote:

Is anybody else tech heavy theses days? Kind of worries me a bit


Yep. In my investment accounts and somewhat in my trading account. But in the investment accounts, I do have different types of tech, including fintech.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 2:10 am to
The Roku Analysts: Rosenblatt Securities analyst Mark Zgutowicz maintains a Buy rating on Roku's stock with a price target lifted from $420 to $560.

Needham analyst Laura Martin maintains a Buy rating on Roku with a price target lifted from $400 to $550.

Wedbush analyst Michael Pachter maintains a Neutral rating on Roku with an unchanged $475 price target
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 2:10 am to
8 Takeaways From The Earnings Call: Roku's management hosted a post-earnings conference call with analysts and eight key takeaways support an incremental bullish stance on the stock, Martin wrote in a note. These include:

Fourth-quarter EBITDA of $113.5 million was nearly three times higher than expected.
Roku's installed base of unique homes rose by 5.2 million to 51.2 million Active Accounts and represents nearly 50% of all US Connected TV homes.
Disputes between Roku and TCL appear "behind them" as the two are working on a UK and Brazil launch in 2021.
Whenever a user signs up for a paid subscription (i.e Netflix) within Roku's platform, the company keeps an estimated 20% commission for the life of the customer. This proposition continues to grow with new streaming video on demand entrants.
Some advertisers are generating superior returns on investments on Roku versus other large social media platforms and there is plenty of upside for continued growth.
Roughly 50% of Roku's total 46 million homes are watching the Roku Channel at least once a month.
Roku's 100% always logged-in first-party data is becoming more valuable.
Roku's average revenue per user over a trailing 12-month period was up 24% at $28.76.
This post was edited on 2/20/21 at 2:11 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 7:06 am to
I think the BLOK ETF might be a good choice with everything going on right now. It has been climbing fast over the last month
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 7:08 am to
quote:

Is anybody else tech heavy theses days? Kind of worries me a bit


FinTech is a massive winner right now. Hell, I’m taking a hard look at TIGR and FUTU. Bought TIGR yesterday morning.
This post was edited on 2/20/21 at 7:26 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 7:24 am to
I haven’t gotten much into the “conversation” portion of Yahoo Finance under any particular stock, but there is some good information in there. I was just checking out RIDE.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 7:34 am to
Never mind. I read that wrong
This post was edited on 2/20/21 at 7:59 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 7:52 am to
Found an easy to read/navigate ARK buys and sells, updated daily (click the TRADES tab)

DAILY COMBINED ARK ETF TRADES

Re-Posting the Google Tracking Spreadsheet:

Ultimate Tracking Google Spreadsheet
This post was edited on 2/20/21 at 7:54 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 8:34 am to
Is anyone in Teradyne? Cathy is buying the hell out of it. Also buying Rockwell and Lockheed like crazy. Guessing she is expecting war.

Very heavy on genome/ therapeutics
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/20/21 at 8:41 am to
Cathy did say that the next decade will be the genome one.
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