GBA Presents: House of Gummy-!

TrailerParkTed · Jan 11, 2024

3x off NVDA $550c!

vanzandt · Jan 11, 2024

LOOK AT ANET GO!
--->$250.75!!!!

vanzandt said:
Stoney!!!!

After much DD.... I like Arista Networks .... BUT...... I think it will pull back.
You can be cheap and wait for the inevitable receding Nasdaq tide, or you can dip a toe in the water and buy a little now at $218.

My biggest loser of the year----> Este Lauder.
I still think this thing will be north of $170 in a year, assuming no black swan surprises.
EL---> $123
More...

And VEEV -->$201. And AJG--->$230
All green on a red day

stonedinvestor · Jan 11, 2024

stonedinvestor said:
There are almost too many Cyber security stocks now. When I invested in Sentenel 1 there were far fewer I feel./

One thing to keep in mind is Varonis is a cyber security stock. I often confuse this name with another tech name... (some Ted stk)

Varonis Systems (NASDAQ:VRNS) stands out in the cybersecurity sector for providing cutting-edge data security solutions. These offerings position it as a reliable investment for portfolio protection in 2024.

Despite a slight $1 million decrease in total revenue, from $123.3 million in 2022 to $122.3 million in the third quarter of 2023, the company demonstrates resilience with notable highlights.

Subscription revenues increased from $96.1 million to $97.7 million, contributing to an impressive 16% year-over-year growth in Annual Recurring Revenues (ARR), totaling $517.5 million. Additionally, Varonis exhibited operational efficiency with a strong cash position of $731.5 million, generating $49.0 million in cash flow during the nine months ending on Sept. 30, 2023.

Notably, leadership has created strategic initiatives that underscore their commitment to staying at the forefront of the cybersecurity landscape. Some key recent initiatives include repurchasing shares, integrating with Salesforce Shield (NYSE:CRM) for advanced threat detection, and expanding globally with data centers in Canada and the United Kingdom.

A comprehensive development is Varonis’s full coverage for Microsoft 365 (NASDAQ:MSFT), effectively addressing the issue of email security. By extending their patented data classification technology to emails, attachments, and calendar events, Varonis enables organizations to proactively reduce their email attack surface, prevent data leakage, and mitigate the risk of generative artificial intelligence.

Varonis’s recognition as the recipient of the Most Outstanding Innovation in Data Security Posture Management (DSPM) award from Cyber Defense Magazine attests to the company’s innovative contributions to the cybersecurity field.
More...

52 week high>

Varonis Systems, Inc. (VRNS)
NasdaqGS - NasdaqGS Real Time Price.

46.33+0.94 (+2.06%)
As of 01:31PM EST.

vanzandt · Jan 11, 2024

CENTENE CORP
CNC---> $79.37

Good near term long play.

stonedinvestor · Jan 11, 2024

I'm worried about this turning over.- THE LIZARD KING

BEING EARN SEASON WE SHOULD STAY AFLOAT BUT THIS SET UP SUCKS THANKS TO ANY DEAL ABOUT SPENDING GOING DOWN THE TUBES... LOOKS LIKE A SHUTDOWN IS COMING (PARTIAL)

stonedinvestor · Jan 11, 2024

stonedinvestor said:
Howmet Aerospace upgraded to Buy from Hold at Truist » 06:12 HWM

2nd upgrade in a week-- would be a good earn play*** Check for date.

XPO also good earn play<--*******
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HWM 52 WEEK HIGH!

INTERESTING CHART NOT OVER EXTENDED. WE SHOULD DO WORK ON THIS.

Howmet Aerospace Inc. (HWM)
NYSE - Nasdaq Real Time Price.
55.15-0.42(-0.75%)
As of 01:39PM EST.

vanzandt · Jan 11, 2024

vanzandt said:
But if you think the rally is gonna continue, especially tech... then buy VEEV.
$173---- because it will go up.
I'm keeping my powder dry for now though.
More...

VEEV---> 201.58

stonedinvestor · Jan 11, 2024

vanzandt said:
CENTENE CORP
CNC---> $79.37

Good near term long play.
More...

74,000 EMPLOYEES BIG CO.

stonedinvestor · Jan 11, 2024

YIKES THIS CAN'T BE GOOD FOR THE INDUSTRY.

Hertz to sell 20,000 EVs in shift back to gas-powered cars

TrailerParkTed · Jan 11, 2024

stonedinvestor said:
52 week high>

Varonis Systems, Inc. (VRNS)
NasdaqGS - NasdaqGS Real Time Price.

46.33+0.94 (+2.06%)
As of 01:31PM EST.
More...

Up from the $30s, very nice!

I started buying at $30, ave cost is $34.