Netflix tracking ahead of Q2 ad tier estimate, says JPMorgan » 05:28 NFLX Perspective Therapeutics price target raised to $2.20 from $1.50 at JonesResearch » 04:51 CATX This is an interesting case study HUMA. I am 90% sure these guys had insider selling which led me to stay away during a recent FDA read out which I am 75% sure was positive. And I'm 40% sure the stk really didn't move on the news. and now I am 100% sure someone is trying to change the narrative... Humacyte director buys $667.5K in common stock » 19:54 HUMA This afternoon we have to go through this//////////
I went through my notes and rumors and the other company besides Trade Desk that has some relationship with Netflix is Magnite MGNI.// I gave out Trade Desk as a buy the other day to Darc... of course all of this has to happen. I feel like I'm never wrong--except for when I sold TTD for GTLB!!!!
Coupang rallies after UBS says sales, market share, and margins will continue to go higher iQIYI Non-GAAP EPADS of $0.12 beats by $0.04, revenue of $1.1B beats by $20M
This was a Dividend play for us a thread or two ago. It was jettisoned from the portfolio when it did not give a total return but now is back on my screen. April 16th was $40 today $43.26 // nice uptrend higher lows..// $44.88 will be a trouble spot... so there is no rush but that 7.9% yield... yum. Along with TXO (keeps going up) we could be bringing in 16% in divvies<----------!!!!!!! A)EPR EPR Properties- Yield (FWD) 7.91% $43.260.01(+0.02%)4:00 PM 05/15/24 NYSE |$USD |Pre-Market:$43.50+0.24(+0.55%)8:04 AM B)TXO TXO Partners, L.P.- Yield (TTM) 9.52% $21.861.23(+5.96%) 4:00 PM 05/15/24 NYSE |$USD |Post-Market:$22.84+0.98(+4.48%) 7:21 PM
Vertex your best hope is 1.40 Since May 9 it has traded at this price might be the right price. No earn. Low vol Stay away. Editas Looks much better I know these guys// If BLUE scores with their first patient it will be good news for EDIT. I won't get too much in the weeds but their has always been complex behind the scenes stuff who owns the rights to what and who developed what tech where a Dr moved between companies.. Way back when Gene editing started there was more hope for EDIT vs CRSP but CRSP has crushed them in the courts.. 1st target $7.03 Then $8.02 Volume very low so wait for three times vol day before entering. I like this one better. ~si
***Warren Buffet is moving in. We are moving out. Stk has flattened out last month. This will raise a lot of cash for our % ideas. No 47<--------- IRA sell today-->CB Chubb Limited $252.97-0.19(-0.08%)4:00 PM 05/15/24 NYSE |$USD |Pre-Market:$272.75+19.78(+7.82%)8:25 AM
Good points as always. If the AI brings down costs, could that precipitate a race to bottom on streaming fees? Lower costs= smaller margins, yes? Correction: Lower prices= smaller margins