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ProgN
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8:44a, 8/12/19
I bought SFIX at 22.20
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ProgN
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8:52a, 8/12/19
Quote:
Roku Stock's Biggest Bull Prefers It Over Netflix. Here's Why. -- Barrons.com
9:40 am ET August 12, 2019 (Dow Jones) Print
By David Marino-Nachison

Buy Roku, not Netflix, says the analyst who is now the biggest Roku bull on Wall Street.

Roku stock (ticker: ROKU), up 309% in 2019 through Friday's close, was up 4.6% to $131.11 shortly after Monday's open. Needham analyst Laura Martin reiterated a Buy rating on the shares on Monday, boosting her price target by $30 to $150, above FactSet's roughly $115 average and the highest tracked by FactSet.

Both Roku and Netflix (NFLX) stocks, Martin said, trade near 8 times her estimates of 2020 revenue. "Given similar valuations, we prefer Roku," she wrote.

The companies both look to benefit from increasing consumer migration to streaming services, but Roku, as a platform that aggregates content and resells other services, means it doesn't need to compete on content or on monthly fees.

Read: Here's Why Netflix's Problems Have Only Just Begun

Roku "is an arms dealer," Martin wrote. "It is indifferent about which over-the-top services or business models win. Roku negotiates a 20-30% revenue share from every over-the-top service that wants access to its 30 million homes. At 3.5 hours a day per household of viewing in the second quarter of 2019, it would be impossible...to launch a new over-the-top service without access to Roku's 36% of connected TV homes."

Roku's shares rose last week after the company reported second-quarter financial results and an updated outlook that encouraged investors. Several bullish analysts quickly boosted their share price targets after the results were released, and one bear said his valuation was "under review."

Shares of Netflix were up 15% in 2019 through Friday's close. They were down 1% at $305.93 shortly after Monday's open. The S&P 500 was down 0.6%. The company's latest quarterly numbers, which included a domestic subscriber loss, worried some investors.
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SW AG80
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In reply to gougler08 • 8:52a, 8/12/19
AG
gougler08 said:
IrishTxAggie said:
ROKU got a rocket up it's ass premarket. Up almost 3% on Needham's upgrade to $150.


My worst no trade so far...was trying to let it get down to $35 a while back (got to $36) and never executed my buys
I got into ROKU at $41 and got out completely at $72. Hindsight can hurt.
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IrishTxAggie
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8:53a, 8/12/19
AG
The gaps on this thing over 5 DAYS
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oldarmy1
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In reply to Aggie_2463 • 8:57a, 8/12/19
AG
Aggie_2463 said:
oldarmy1 said:
Look at the HEAR insider buys above the current price.

So you're saying buy
Yes ---plus they have a buyback program going on.
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Aggie_2463
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In reply to oldarmy1 • 8:57a, 8/12/19
AG
oldarmy1 said:
Aggie_2463 said:
oldarmy1 said:
Look at the HEAR insider buys above the current price.

So you're saying buy
Yes ---plus they have a buyback program going on.
I couldn't actually read your graphic it was too small, but I assumed that's what you were showing lol
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Brewmaster
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In reply to IrishTxAggie • 8:59a, 8/12/19
AG
IrishTxAggie said:
Prognightmare said:
You, me, Irish and Ragoo have been on this board awhile now, so I'm just ribbing a brother.

ETA: FWIW I think it will pullback to $110-113 when all the excitement dies down
Hopefully this week...
I hope you're right! I have some cash to throw at it.
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oldarmy1
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9:01a, 8/12/19
AG
2894 key on S&P short term. We flashed below it but started this bounce. Bull/Bear line of direction is on that mark.
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9:04a, 8/12/19
oldarmy1
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9:06a, 8/12/19
AG
Market feels heavy....we get rips below 2894 and we likely are going for a serious correction.
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ProgN
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In reply to oldarmy1 • 9:07a, 8/12/19
ROKU isn't in the S&P 500 yet, is it? If not, when it get's added, it will really explode.
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oldarmy1
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9:12a, 8/12/19
AG
2nd support bounce on below 2894 flash doe to 2892.63.
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Aggie_2463
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9:14a, 8/12/19
AG
HEAR up to $9.18..
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oldarmy1
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In reply to Aggie_2463 • 9:14a, 8/12/19
AG
Aggie_2463 said:
HEAR up to $9.14
$9.18
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oldarmy1
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9:15a, 8/12/19
AG
There is a seller above $9.15 last 2 days.
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oldarmy1
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9:16a, 8/12/19
AG
COOP creeping up to top of resistance.
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IrishTxAggie
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In reply to oldarmy1 • 9:17a, 8/12/19
AG
oldarmy1 said:
2nd support bounce on below 2894 flash doe to 2892.63.
Looks like this will be pretty solid today.
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IrishTxAggie
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9:34a, 8/12/19
AG
Our favorite penny stock, TRNX, is up ~12% today
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IrishTxAggie
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9:45a, 8/12/19
AG
Looks like ROKU finally found it's resistance at $135.5
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In reply to IrishTxAggie • 9:46a, 8/12/19
oldarmy1
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In reply to ProgN • 9:55a, 8/12/19
AG
Prognightmare said:
I bought SFIX at 22.20
I went Sept 20 $24 calls.
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oldarmy1
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9:56a, 8/12/19
AG
COOP breaking out
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Trolley Problems
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In reply to oldarmy1 • 10:12a, 8/12/19
oldarmy1 said:
COOP breaking out

I know this is one of your long-term accumulation favorites. Do you have a target sell price, or do you just continue to accumulate when it's down in that $9.00 range?
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WestTexAg12
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In reply to IrishTxAggie • 10:25a, 8/12/19
AG
IrishTxAggie said:
Looks like ROKU finally found it's resistance at $135.5


$136.07 now. Shooting up again.
"Give me an army of West Point graduates and I'll win a battle. Give me a handful of Texas Aggies, and I'll win the war.”
- General George S. Patton
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WestTexAg12
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In reply to oldarmy1 • 10:28a, 8/12/19
AG
oldarmy1 said:
Prognightmare said:
I bought SFIX at 22.20
I went Sept 20 $24 calls.


What's your price target for those?
"Give me an army of West Point graduates and I'll win a battle. Give me a handful of Texas Aggies, and I'll win the war.”
- General George S. Patton
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IrishTxAggie
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10:29a, 8/12/19
AG
Argentina market has crashed after Marci got beat like a red-headed stepchild in the primary.
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IrishTxAggie
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In reply to WestTexAg12 • 10:34a, 8/12/19
AG
WestTexAg12 said:
IrishTxAggie said:
Looks like ROKU finally found it's resistance at $135.5


$136.07 now. Shooting up again.
This is mind boggling to me.
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oldarmy1
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In reply to WestTexAg12 • 10:42a, 8/12/19
AG
WestTexAg12 said:
oldarmy1 said:
Prognightmare said:
I bought SFIX at 22.20
I went Sept 20 $24 calls.


What's your price target for those?
$3.25
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oldarmy1
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10:44a, 8/12/19
AG
JD buyers using the down day to sneak it higher against macro market sellers..
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oldarmy1
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10:48a, 8/12/19
AG
WORK breaking out of its support level. I'm a buyer
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spud1910
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In reply to oldarmy1 • 10:52a, 8/12/19
AG
Stock or options on WORK?
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oldarmy1
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In reply to spud1910 • 10:59a, 8/12/19
AG
spud1910 said:
Stock or options on WORK?
Sept 20 $35
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WestTexAg12
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In reply to oldarmy1 • 11:17a, 8/12/19
AG
oldarmy1 said:
JD buyers using the down day to sneak it higher against macro market sellers..


Touched a few times at $27.24 and has a flash above. Looks like resistance to me.
"Give me an army of West Point graduates and I'll win a battle. Give me a handful of Texas Aggies, and I'll win the war.”
- General George S. Patton
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11:23a, 8/12/19
IrishTxAggie
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In reply to [removed post] • 11:25a, 8/12/19
AG
DXC

Money pouring into this one now
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