GBA's "2021 Stock Phantasma"

Discussion in 'Stocks' started by stonedinvestor, Jan 1, 2021.

  1.  
    #4911     May 14, 2021
  2. :)
    • EV names riding higher in midday trading include Niu Technologies(NIU+9.5%), Ayro(AYRO+8.2%), Kandi Technologies(KNDI+7.7%), Nio(NIO+5.9%), Workhorse Group(WKHS+4.6%), Arrival(ARVL+5.7%), Canoo(GOEV+4.9%), Li Auto(LI+4.4%), Foresight Autonomous Holdings(FRSX+9.8%), Nikola(NKLA+2.4%), Lordstown Motors(RIDE+3.9%), Hyliion Holdings(HYLN+4.7%), GreenPower Motor Company(GP+3.1%)and Lucid/Churchill Capital IV(CCIV+4.1%).
     
    #4912     May 14, 2021
  3. :thumbsup:
     
    #4913     May 14, 2021
  4. Cathy stays confident on upside for Skillz stock
    May 15, 2021 8:25 AM ETSkillz Inc. (SKLZ
    • ARK Invest thinks the recent recovery in share price for Skillz (NYSE:SKLZ) can continue as the impact of the short reports earlier in the year fade.
    • "We have stated our belief that claims against Skillz are grossly exaggerated or false and are confident in the company's position in the gaming ecosystem. Skillz is a leading mobile games platform that enables competitive esports style play. Leveraging its patented match-making technology, Skillz hosts billions of casual esports tournaments worldwide."
    • Highlighting the firm's confidence, ARK bought 441,784 shares of Skillz for the ARK Innovation ETF on May 12 and 964,450 shares on May 13.
    • On Seeking Alpha, author Star Investments thinks Skillz has extremely high upside for risk-tolerant investors.
    • "If over time, Skillz manages to broaden and diversify the number of profitable games on its platform, it will attract more paying users on to the platform and the stock will likely quickly blow past the highest current price targets by analysts if they can add additional profitable games besides the current top 3 games," reads part of the bullish article.
     
    #4914     May 15, 2021
  5. I know it's not that original but SNAP is in that zone that has worked in the past. Two times I have taken SNAP from $48 or $50 and zoomed to approx $59.... (never $60!) It is possible this is truly a channel stock.-

    SNAP- $53
    Snap Inc.
    $52.99
    +2.03 (+3.98%)
     
    #4915     May 15, 2021
  6. And all in all, Baird notes detection/mitigation tech is likely to get increased focus in the wake of the executive order. Specific technologies and key players there include PAM and CyberArk; data security and Varonis (NASDAQ:VRNS); and EDR and CrowdStrike.

    Varonis VRNS<-- Spotlght
     
    #4916     May 15, 2021
  7. The EO also is explicit about implementing multi-factor authentication at government agencies, and Baird agrees that's "crucial" to an effective Zero Trust strategy. Most notable here is Okta, though also deserving callouts are Ping Identity Holding (NYSE:PING) and CyberArk (NASDAQ:CYBR).

    Ping <---- Spotlight
     
    #4917     May 15, 2021
    • And names most relevant to SIEM in Baird's list are Splunk (NASDAQ:SPLK) and Rapid7 (NASDAQ:RPD), though other companies like FireEye (NASDAQ:FEYE) also have SIEM offerings.
    FireEye<----- Spotlight


     
    #4918     May 15, 2021
  8. FERG- British company. Talk of listing in US a while's back now Nelson Peltz has bought in. They got rid of their business in UK I want to say plumbing but I'm not sure...
    Ferguson PLC
    $131.03

    Kind of a strange move unless you know something... which Nelson usually does.
     
    #4919     May 15, 2021
  9. vanzandt

    vanzandt

    Stoney, I dug into this long before your Seeking Alpha blogger.
    Best plays for now.

    CRWD
    PANW
    FTNT
    CHKP
    OKTA
     
    #4920     May 15, 2021