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re: Stocks on your watch list

Posted on 3/1/21 at 11:04 am to
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 3/1/21 at 11:04 am to
I trimmed APPS when it ran hard to to 40 in Nov and 60 in Dec. I've theoretical lost out on $50k in value. I'm done selling my winners.
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 3/1/21 at 11:19 am to
MGNI tho
Posted by Crescent Connection
Member since Jun 2008
2397 posts
Posted on 3/1/21 at 11:22 am to
quote:

APPS....just wow. Anyone trying to decide on a cash out or at least trim position on this monster?

They continue to have incredible ERs, and the purchase of AdColony will only accelerate revenue and growth. If they can tap into iPhones, watch out. APPS, SE, and DKNG are my 3 set it and forget it stocks. All hypergrowth stocks with huge revenue numbers and TAM.
This post was edited on 3/1/21 at 11:30 am
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 3/1/21 at 11:28 am to
Another crazy volatile one that I should have just held. Though, I've done well swinging it.

I'm long on it now. We filled the gap down to 42 last week and may have established some support at 47-48. Wouldn't be bad for it to bounce here in the 50's for a bit to establish a base.
Posted by HeLeakin
Member since May 2014
3653 posts
Posted on 3/1/21 at 11:33 am to
Bought some this morning under 49.
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 3/1/21 at 11:33 am to
Bought a hundo at open right around 50. I am still reading much about it since you mentioned it, but everything I am reading, I feel pretty good long on it

But yeah, I'm done swing trading and stuff. I am completely fine with my previous swings, as it has allowed me to increase my portfolio greatly with the earnings and reinvestment. Everything I am buying is a one year hold at least.
Posted by Douglas Quaid
Mars
Member since Mar 2010
4121 posts
Posted on 3/1/21 at 11:51 am to
I found APPS using a stock screener algo back in the Summer and took a decent speculative position fully expecting to sell it within a few months at most if a 10-20% runup were to occur.

Here we are 8 months or so later and I've somehow managed to not sell and sitting on what has turned into a considerable position that I'm thinking I need to hold at least until the 1 year mark for the tax reduction.
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 3/1/21 at 12:09 pm to
KBNT is another digital ad play I've been watching the last few months. I think I mentioned it briefly back in Jan.

Ad fraud is becoming more of a problem in the digital ad world -- think bots driving up views -- and customers want to know that their ads are reaching real people. Kubient has an innovative AI-based ad fraud tech called Kai that has been garnering attention. Their yearly revenue is less than $2m right now and the stock is way overvalued, so this is a crazy risky play -- it has a low float and swings hard on the slightest news or even no news. They do have some cash and low debt, so they appear to be in a good position. It will likely balloon if they start picking up some solid customers, a merger, or buyout.

This is a lotto ticket and I don't know if/when I'll pick some up. I was looking for it to go back to 6 or below, but it's flying today. It may have found support under $7.
This post was edited on 3/1/21 at 12:19 pm
Posted by hiltacular
NYC
Member since Jan 2011
20200 posts
Posted on 3/1/21 at 12:13 pm to
quote:

I trimmed APPS when it ran hard to to 40 in Nov and 60 in Dec. I've theoretical lost out on $50k in value. I'm done selling my winners.


Looking at like this I too have lost out on a lot of money. I sold all of mine in DEC also
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 3/1/21 at 1:21 pm to
Yea, I hate viewing it that way, which is why I threw in "theoretically". Hindsight is good for learning, but you can't dwell on it.

I truth, a lot of those profits bought things like MGNI, JMIA, and EXPI and I'm up over 100% on those, so it still worked out well.

This post was edited on 3/1/21 at 1:23 pm
Posted by hiltacular
NYC
Member since Jan 2011
20200 posts
Posted on 3/1/21 at 1:44 pm to
Yeah what ifs are tough.

No one ever went broke taking profits

Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 3/1/21 at 3:09 pm to
I am a fan of today
Posted by Ooh Wee Ooh
Member since Nov 2008
1519 posts
Posted on 3/1/21 at 3:13 pm to
Much needed green day after last week
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 3/1/21 at 3:15 pm to
yep, nicely done +4% for me.
SE very strong, and continuing AH in anticipation of earnings
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 3/1/21 at 3:43 pm to
ROKU just took off, something about a nielsen deal

edit:
quote:

Roku, Inc. (NASDAQ: ROKU) and Nielsen (NYSE: NLSN) today announced a strategic alliance between the two companies that will help shape the future of media measurement and TV advertising in a streaming-first market. Roku has entered into an agreement to acquire Nielsen's Advanced Video Advertising (AVA) business, which includes Nielsen's video automatic content recognition (ACR) and dynamic ad insertion (DAI) technologies. The acquisition will accelerate Roku's launch of an end-to-end DAI solution with TV programmers. In addition, Nielsen and Roku will enter into a strategic partnership to integrate complementary Nielsen ad and content measurement products into the Roku platform and further advance Nielsen ONE, the company's cross-media measurement solution.
This post was edited on 3/1/21 at 3:45 pm
Posted by castorinho
13623 posts
Member since Nov 2010
87447 posts
Posted on 3/1/21 at 3:50 pm to
ZM holy shite.
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 3/1/21 at 3:54 pm to
quote:

which includes Nielsen's video automatic content recognition (ACR) and dynamic ad insertion (DAI) technologies.

translation: you will get targeted ads on TV based on your viewing history just like you get targeted ads online based on your browsing history
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 3/1/21 at 3:58 pm to
At what point does Zoom go on a buying spree to expand their ecosystem? IIRC, they have very little debt and they're going to be sitting on mountains of cash.
Posted by MrJimBeam
Member since Apr 2009
13070 posts
Posted on 3/1/21 at 4:00 pm to
As if people hadn't noticed already, ROKU isn't going anywhere and is continuing to make moves to become a monster. #neverselling #mayhavetoinvestmore

10% day here. Best day I've ever had. Time to pour an ice cold beverage. Cheers everyone
This post was edited on 3/1/21 at 5:22 pm
Posted by Brobocop
Baton Rouge, LA
Member since Feb 2018
2116 posts
Posted on 3/1/21 at 4:55 pm to
Cgrand, what are you thinking SE does after earnings?

Is the one of those that will run up until earnings and then see a sell off?
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