Ideas For Now-

Discussion in 'Stocks' started by stonedinvestor, Apr 27, 2020.

  1. Van-- Testing. Science. These are two areas that win if Biden wins. That seems for sure---
    And I don't think there is vicious downside if Russia hacks the system and we get a shocking outcome. These stocks have been stymied by the current administrations refusal to roll out testing because it reveals higher numbers.

    ORASURE!

    OraSure saliva collection device nabs emergency use nod in U.S. for coronavirus
    Nov. 3, 2020 7:33 AM ET|About: OraSure Technologies, ... (OSUR)|


    The FDA grants emergency use authorization (EUA) to OraSure Technologies (NASDAQ:OSUR) unit DNA Genotek's ORAcollect-RNA saliva collection device for the collection, stabilization and transport of saliva specimens suspected of containing SARS-CoV-2 RNA, the second FDA EUA nod for its saliva collection devices (OMNIgene-ORAL).

    OraSure is also developing a lab-based oral fluid SARS-CoV-2 antibody test and a rapid antigen self-test for COVID-19.

    Shares up 9% premarket on light volume.
     
    #2001     Nov 3, 2020
    vanzandt likes this.
  2. Thank You China! Wow big news I was getting an itchy feeling about this worlds biggest IPO...
    Don't trust this Ma dude=


    Alibaba sinks after Shanghai suspends Ant Group's blockbuster IPO
    Nov. 3, 2020 8:22 AM ET|About: Alibaba Group Holding Limited (BABA)|


    A tweet from Chinese state-affiliated media company Global Times says the Shanghai stock exchange has suspended that arm of Ant Group's (NYSE:BABA) IPO.

    The tweet was backed up by Shanghai's market regulator, which cites recent regulatory talks and the possible inability for Ant to comply with IPO disclosure requirements.

    Yesterday, the WSJ reported that controlling Ant owner Jack Ma and two executives were summoned on Monday to meet with China's central bank and the securities, banking, and foreign exchange regulators.

    The details weren't discussed. Ant simply said that views "regarding the health and stability of the financial sector were exchanged."
     
    #2002     Nov 3, 2020
  3. Barcodes forever Van---

    Zebra Tech gains after Q3 beats, upside profit forecast
    Nov. 3, 2020 7:29 AM ET|About: Zebra Technologies Corporation (ZBRA)|
    Zebra Technologies (NASDAQ:ZBRA) shares are up 3.1% pre-market after Q3 beats that included revenue of $1.13B (flat Y/Y, $60M ahead of consensus) and EPS of $3.27 ($0.46 above consensus).

    Enterprise Visibility & Mobility segment sales totaled $757M , up 4% Y/Y. Asset Intelligence & Tracking totaled $346M, an organic decline of 7% Y/Y.

    Adjusted gross margin was 43.8% vs. the 44.5% consensus and 47.7% in last year's quarter. The Y/Y drop was due to an unfavorable product mix.

    Adjusted EBITDA fell from $257M to $$230M due to the lower gross margin.

    Adjusted EBITDA margin was 20.3% vs. 19.2% consensus and 22.7% last year.

    For Q4, Zebra expects adjusted net sales to increase 3-7% Y/Y and $3.70-3.90 EPS, above the $3.27 consensus.

    For the year, ZBRA says net sales and adjusted EBITDA margin will be down on the year. FCF should be at least $650M.
     
    #2003     Nov 3, 2020
  4. Do you notice that when you do have the story right the outcomes could be better stock wise? I was expecting a much bigger bounce.-- Market feels very heavy to me.

    Mimecast +3% following earnings beat, margins improve, guides higher
    Nov. 3, 2020 4:30 AM ET|About: Mimecast Limited (MIME)|

    Mimecast (NASDAQ:MIME) reports fiscal Q2 results that easily beat top and bottom line estimates.

    Q2 highlights: Total revenue grew 19% y/y to $122.7M.

    Adj. gross margin was 78%, compared to 76% in last year's quarter.

    Net income was $10.1M, compared to net loss of $0.9M year-ago.

    Adjusted EBITDA of $33.6M vs. a guidance of $26.8-$27.8M.

    Added 500 net new customers. Total customers 39,200 globally.

    Cash and cash equivalents as of Sept. 30, 2020 were $230.7M.

    MIME sees Q3 revenues between $126.0-$127.0M vs. a consensus of $124.8M and adj. EBITDA between $28.0-$29.0M.

    For FY21, sees revenues in the range of $490.5-493.5M (prior: $488.1-493.1M) vs. $489.9M consensus and adj. EBITDA between $109-$110.5M (prior: $97.3-$99.3M).
     
    #2004     Nov 3, 2020
  5. vanzandt

    vanzandt

    Hi stoney.
    long amzn pre-market at 3012.25.
    just a few shares.

    closed SNAP for a $0.53 gain.

    will read your latest ideas.
    Nattassia called in and said she was quarantining today, but she agreed amzn was a good Gummy of the Day.
     
    #2005     Nov 3, 2020
  6. vanzandt

    vanzandt

    The good thing about Chewy.... they have that Pet Central section on their website. Muttley enjoys clicking thru the French Poodle's. Wants me to buy her a grooming brush for Xmas. Why? I'm wondering if Muttley switched teams after she was fixed.

    As Chairman of GBA, you're wondering has Van been in my gummies... no!
    I had to look up Chinese Hamster ovaries. Apparently that's how Regeneron makes their Covid treatment.
    https://securityboulevard.com/2020/10/factcheck-regenerons-use-of-embryonic-stem-cells/

    Is there a hamster play out there Stoney or do we just stick with Chewy which GBA put in the portfolio at $54ish?
    Cute little things.

    Chinese Hamsters

    Unlike the other dwarf hamsters, Chinese hamsters (Cricetulus griseus) are not a true dwarf. Size-wise, they are between the Campbell’s hamster and the Syrian hamster. Like the Roborovskis, they have special needs. Chinese hamsters require a large hamster cage or container because they do best with lots of objects to hide in. Chinese hamsters are fast and hard to catch, but should sit still once in your hand. Pet Chinese hamsters are illegal in some places, such as California, so check with your state’s Department of Fish and Game or your local hamster club before getting this hamster species.

    Illegal in California.... ?!
    More conspiracy to keep Trump from getting a cure.

    https://petcentral.chewy.com/types-of-hamsters/

    [​IMG]
     
    #2006     Nov 3, 2020
  7. $37.87---> $40. I was expecting a lot more. Gummy Earnings play. Almost annoying the effort.

    Mimecast Limited (MIME)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD

    40.26+2.21 (+5.81%)
    As of 9:49AM EST. Market open.
     
    #2007     Nov 3, 2020
  8. Jumia Technologies AG (JMIA) Roars back!
    NYSE - Nasdaq Real Time Price. Currency in USD

    17.25+1.20 (+7.45%)
    As of 9:54AM EST. Market open.

    What the hell do they do again....
     
    #2008     Nov 3, 2020
  9. <<WATCHING>>

    JMIA-

    FOUR-

    ZNGA-
     
    #2009     Nov 3, 2020
  10. vanzandt

    vanzandt

    I'm thinking about adding SNAP to the Gummies 4 Grandma portfolio.
    Ordinarily I try to keep the high flyers out of there, but damn the price action on this pig is strong.
    I should have not screwed w/amzn today and just held on to SNAP. I just closed amzn at 3028, yeehaw, seltzer money.

    Everything is up in the G4G portfolio stoney, except your dog stock BERY lol. Just give LUV some love. It'll be fine.

    CGC $19 $20
    SJM $114 $117.50
    BERY $49 $48
    LUV $40.75 $39.19
     
    #2010     Nov 3, 2020