I like PLTR and FSLY too. I'll look closer at the others later.Danwell Home said:
Themes I'm looking at that could facilitate some discussions.
-Oil and gas E&Ps. I'm bullish oil over the next decade, fairly bearish on gas short term until LNG buildout online tail end 2024 into 2025.
-$GTLS. They have taken a hit the past month, I like their prospects as they help build LNG infrastructure in Europe. I will add to my position around $100
-Large caps had such a huge run, small caps closed the gap slightly but now back lower. Increasing allocation to small caps in retirement accounts.
-Overweight value for a while now
-Maybe 20% of investable assets allocated to SGOV or comparable short term t bill fund
-Waiting for PLTR to hit $20 so I can exit lol
-Interested in TLT and longer dated treasuries
-Interested in Apple tomorrow, felt like today doesn't matter and its all about what Apple says tomorrow so I bought protective $165P out to next week
Stock Markets
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Danwell Home said:
Gotta pay the $100/month
Sorry, I'm not paying anyone on TA $100/month for anything.
It's furrin.ghostofbucky said:
Ok. Been lurking for a while. Just started playing around with stocks after maxing everything else out. It's fun. So to bring a stock back to the board…
What about OMAB?
/JK
Here is one for you smart people to look at. ACAD I don't know much about them, but they are apparently looking to hire a lot of people before the end of the year. Way up in July and falling since.
I have a question around HES and PXD. Both stocks have fallen relatively significantly since their announcements and well below the announcement per share price. I assume it's simply due to the fact that CVX and XOM have fallen? Is there upside potential of purchasing now, holding for div, and getting a "bump" once the acquisitions are completed in 2024? TIA
GVSI looking for a ticker change. Just got word from FINRA that it should be soon. Could be an exciting month for GVSI depending on the reverse merger.
Don't tempt me with a good time
This is a breakthrough for us because we are in agreement. We initially didn't like one another in the least because of F16, yet here we are. I've said our clubhouse is a special place.Brian Earl Spilner said:Danwell Home said:
Gotta pay the $100/month
Sorry, I'm not paying anyone on TA $100/month for anything.
ProgN said:This is a breakthrough for us because we are in agreement. We initially didn't like one another in the least because of F16, yet here we are. I've said our clubhouse is a special place.Brian Earl Spilner said:Danwell Home said:
Gotta pay the $100/month
Sorry, I'm not paying anyone on TA $100/month for anything.
The locker room where a common mission is will melt away many difference. It's a beautiful thing
ProgN said:This is a breakthrough for us because we are in agreement. We initially didn't like one another in the least because of F16, yet here we are. I've said our clubhouse is a special place.Brian Earl Spilner said:Danwell Home said:
Gotta pay the $100/month
Sorry, I'm not paying anyone on TA $100/month for anything.
Another successful TexAgs hookup
As long as it holds support in the high $18's, I'm seeing $44 gap fill on the table next year. Signs of a solid uptrend starting off a nice looking V bottom. Earnings tomorrow. If it comes with 7M volume or more it could be off.spud1910 said:
Here is one for you smart people to look at. ACAD I don't know much about them, but they are apparently looking to hire a lot of people before the end of the year. Way up in July and falling since.
Nice find. Usually hate pharmas in markets like this. Might be worth a small position with a stop at the recent low.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
- I Bleed Maroon (distracted easily by signatures)
Smartass, but I respect that.
Personally I don't see much risk. Imo, they've dropped with the price of oil and the lady in the administration that hates mega mergers.HoustonAg_2009 said:
I have a question around HES and PXD. Both stocks have fallen relatively significantly since their announcements and well below the announcement per share price. I assume it's simply due to the fact that CVX and XOM have fallen? Is there upside potential of purchasing now, holding for div, and getting a "bump" once the acquisitions are completed in 2024? TIA
The Nevada court has set a November 9th hearing on our litigation to cancel about 300 million shares of $GVSI stock.
— GVSI (@OTCpinkGVSI) October 26, 2023
I'm in this one with some net free shares from back in 2021. Waiting for $1 per share to cover my WWR and ELOX losses. C'mon Georgie!
LOL! I have enough net free shares to pay for my WWR and ELOX losses too if it gets to $1 a share. And go out and get a steak to celebrate!CincySwimmer said:
I'm in this one with some net free shares from back in 2021. Waiting for $1 per share to cover my WWR and ELOX losses. C'mon Georgie!
CincySwimmer said:
I'm in this one with some net free shares from back in 2021. Waiting for $1 per share to cover my WWR and ELOX losses. C'mon Georgie!
Speaking of, what caused the rug pull on ELOX?
PLTR looking good after the earnings beat
Damn - just looked at ROKU. What happened?
MAS444 said:
Damn - just looked at ROKU. What happened?
TLDR
- Revenue growth 18% YOY
- GP% up 3% YOY
- Look for positive 2024 EBITDA
Roku Inc (NASDAQ:ROKU) shares are trading higher Thursday after the company reported strong quarterly results. The stock is also seeing favorable analyst coverage following the print.
What Happened: Roku reported third-quarter revenue of $912.02 million, which was up 20% year-over-year and beat the consensus estimate of $855.16 million, according to Benzinga Pro. Platform revenue was up 18% year-over-year to $787 million.
The company reported a quarterly loss of $2.33 per share versus a loss of 88 cents in the prior year's quarter. Adjusted EBITDA came in at $43 million. Gross profit was up 3% year-over-year.
Roku said it had 75.8 million active accounts at the end of the quarter, up 2.3 million from the end of the second quarter. Streaming hours in the third quarter totaled 26.7 billion. Average revenue per user came in at $41.03, down 7% year-over-year.
"Strong top-line growth, in addition to cost reductions and measures we announced in September to further reduce our YoY OpEx growth rate, enabled us to deliver positive Adjusted EBITDA. We remain committed to achieving positive adjusted EBITDA for full year 2024 with continued improvements after that," the company said in a letter to shareholders.
Roku said it sees fourth-quarter net revenue of approximately $955 million. Total gross profit is expected to come in at $405 million and adjusted EBITDA is expected to total $10 million.
CWH also up bigly.
Charismatic Megafauna
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I'm buying cpe 38c this morning
ROKU with an earnings beat is really shocking
Fidelity down for anyone else?
I seem to be ok re: Fidelity....
We buying this SMCI drop post earnings?
Yup
CincySwimmer said:
I'm in this one with some net free shares from back in 2021. Waiting for $1 per share to cover my WWR and ELOX losses. C'mon Georgie!
We are all in the same boat. Net free shares are so fun!
You can sell the Nov 17 225 Put for $5 right now, ties up a lot of cash for 2 weeks of course but $500 if it bounces or an entry at $220HoustonAg_2009 said:
We buying this SMCI drop post earnings?
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cryption said:
I just bought a starter position in $DNA. The just announced a partnership with PFE focused on the discovery of RNA based drug candidates. The 10/20 2c is getting some action - my plan is sell at 2.30 and a stop at 1.57. I'm playing shares.
Moving today
a close above 1.57 would make me feel pretty good about it, I decided instead of stopping there to layer in one more time and got my cost down to 1.42
Did you cut all your shares when it bottomed last month?
I did not, made an executive decision to keep them for the time being - my position isn't very big and I felt like the thesis was still there I was just early. We'll see what happens
I am following. Back in the green right now.
Orlando Ayala Cant Read
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Man, NBR sure looks good at these prices. Not sure if I'm missing something on that but its had a very very predictable recent history of dropping to where it is now, then finding its way back up again.
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