Hey, that's my instinct looking at it through the lens of both the consumer stuck at home and looking to get the next-gen consoles, and the producer of the chips. Please Vanz, don't hold back on my account. Give me your analysis of why buying gaming / chip stocks would be a bad play for a swing long at this time, into Q1 2021. 'Tis the only way I will learn. (Remember, I am not at the level of free cash-flow, debt and all that other balance-sheet stuff.)
YOU NEED A BIG MONITOR MAYBE THREE OF THEM. YOU NEED A SUPER FAST MOUSE. AND A BUNCH OF OTHER JUNK. HEADPHONES WITH A MADONNA MIKE, ETC. IN SHORT YOU NEED CORSAIR GAMING! I forgot the cruise stk in my list... Norwegian Cruise Line price target raised to $18 from $15 at Deutsche Bank 07:07 NCLH Deutsche Bank analyst Chris Woronka raised the firm's price target on Norwegian Cruise Line to $18 from $15 and keeps a Hold rating on the shares following the company's Q3 results. While there continues to be limited new information about when Norwegian and peers might return to U.S. sailings, investor focus remains on what the 2022 and 2023 recovery trajectory looks like, Woronka tells investors in a research note. The analyst believes the shares already reflect optimism about the company's liquidity. There was a DOUBLE downgrade today on Trane! Finally that trane is off the track. Waning Covid breeze or something but you get the idea. I think today the work from home stuff will stabilize a bit as people realize most jobs are aiming for summer of NEXT year to get people back to work. It's certainly not a 2020 story with the virus peaking. So today we figure out who has brought unnatural earnings forward and who actually will grow through all of this. Normally I would not like a Co with a ton of competition and here we have the biggest of the big as competition but Lets look this morning at SLACK. From what I can gather this is a way for companies to communicate & message with each other and do snazzy chats? Well maybe I don't get it but it seems people do like this feature and compare it to TEAM I believe which is a Microsoft product I think.?? Bottom line Slack gave away something for free and now they are cashing in on I want to say 1 of eight customers has signed up... I know I know... This is not the most scientific stock review! Someone out there talk me through WORK which confusingly is SLACK. TY.
Slack is reporting very encouraging progress. For one, the number of customers using shared channels keeps increasing at a rapid pace, approaching half of the paid customer base. As a result, the network (measured in number of endpoints) is growing at an exponential rate, and has even accelerated in the last few quarters. So not only does this show that this is a highly used feature, it also shows how the network overall is growing. Secondly, to further reduce to burden of adoption of shared channels, Slack has introduced a 90-day free trial when joining via a paid customer. As a result, even though the initial WFH surge has likely cooled substantially, Slack is (still) seeing record growth of paid customers. Specifically, as the initial free trials expired towards the end of the quarter, Slack added 1k (of its 8k total) paid customers adds for the quarter in August due to this program
" shared channels " is the buzzword. Tao Value highlighted a few stocks and Slack Technologies Inc. (NYSE:WORK) is one of them. Slack Technologies Inc. (NYSE:WORK) is a software company. Year-to-date, Slack Technologies Inc. (NYSE:WORK) stock gained 18.2% and on October 27th it had a closing price of $27.93. Here is what Tao Value said: "We initiated a new position in Slack, who recently is under pressure from Microsoft Teams’ fierce competition. I have been tracking Slack since its private days and I think now is a good opportunity to buy. My thesis are: 1) Slack is a fundamentally unique tool creating substantially more value for users (albeit under-monetized) than competitors; & 2) founder/CEO Stewart Butterfield is a mindful leader with proven track record of innovation and pivoting business. To understand what Slack really is, we need to go back to its birth. When Butterfield and his early partners were busy with their second unsuccessful stint in building a MMO (massively multiplayer) game named Glitch, they were not satisfied with how they collaborate at work using existing tools. Thus, they decide to build an internal tool to get jobs better done with integration of all you need for work, which ultimately became Slack. Microsoft Teams did a decent job in copying it, but it cannot kill Slack. Through channel checks, I found not a single Teams user enthusiastic about it (many use it as a rebranded “Lync”, or IM & conference call only, not even workflow integration), while most of Slack users are. I think the users of these two are fundamentally different based on engagements, thus should be valued differently. Furthermore, I also believe Slack has potential to innovate and pivot, further creating value for stakeholders. Slack is not Butterfield’s first major business pivot. Interestingly, during his first unsuccessful MMO game stint, one in-game feature later evolved into the popular photo-sharing website Flickr, which eventually bought by Yahoo!. Building a product on the side later becoming a hit is no easy task, let alone having done it twice. It requires deep thinking about “how to build things right” and extraordinary rationality (think about how you, as a leader, would justify the additional resources while your main product already consumes your team entirely). I believe the new inter-corporation tool Slack Connect is a promising direction, and I expect more of such innovations." Slack Technologies Inc. (NYSE:WORK) stock has underperformed the S&P 500 Index in the trailing one year period..... COMEBACK??????????????????
Speaking of Trane (and Carrier for that matter), I wonder who makes their compressors these days? They have both changed hands so many times in the last 40 years, they used to make them themselves but I doubt that now. Probably sourced in China, worth a look though. There might be an off the radar back-door play on the Pfizer vaccine there Stoney. 2 billion doses means a lot of refrigeration right? Refrigeration needs compressors. Gotta see who builds those units on semi-trailers. I'll get to that in a minute here....
$WNS $16.50 Chart looks good too. New refrigerated semi trailer incorporates hybrid composite-metal technology Wabash National Corp. (Lafayette, IN, US) unveiled its road-ready, customer-owned, refrigerated, all-composite van trailer with a composite-metal hybrid floor yesterday. The Molded Structural Composite Cold Chain Series refrigerated van is all-composite, with a composite/metal hybrid floor offering exceptional strength. Wabash National Corp. (Lafayette, IN, US) unveiled its road-ready, customer-owned refrigerated van trailer at yesterday’s 2017 Technology and Maintenance Council (TMC) annual meeting and Transportation Technology Exhibition in Nashville, TN, US, an event of the American Trucking Assns. (Arlington, VA, US). The new trailer, owned by K&B Transportation (Sioux City, IA, US), is the culmination of Wabash’s promise to have a finished trailer incorporating innovative composite design and materials at the 2017 show, after announcing the concept last year. The Molded Structural Composite Cold Chain Series refrigerated van offers 25% better thermal efficiency than traditional reefers, yet is 20% lighter than existing traditional vans, says Wabash president and chief operating officer Brent Yeagy: “We see this product as an increased value proposition for our customers. We currently have four customers signed up, and we are ramping up production.” In addition to K&B, the customers include Werner Enterprises, Leonard’s Express and Combined Transport. Yeagy and Robert Lane, vice president of product engineering at Wabash, along with Scott Lewit, president of Structural Composites (Melbourne, FL, US), who is a consultant on the project, talked with CW last evening just before the unveiling at the Nashville show. Lewit explains that the trailer is manufactured with all-composite sides and top, using the sandwich technology first described in this November 2015 blog posting at CW’s Web site, regarding Wabash’s adoption of composites: http://www.compositesworld.com/blog...ized-composites-even-in-space-and-more-growth. What makes the Molded Structural Composite Cold Chain van really unique is the innovative floor. Instead of a typical steel cross-member structure with an insulated floor attached to it, Lewit explains that the Cold Chain design is a co-molded and co-cured assembly of hollow aluminum extrusions (which allow cold air to flow through the floor) and composite structure laminated directly on the metal. Structural Composites’ patented (more patents pending) CoCure Strain Tunable Resin, a mixture of commodity polyester with varying percentages of polyurethane, has been formulated for compatibility with the metal; the hybrid metal/composite structure is laminated and cured as a 53-ft long single part. “This is a multifunctional blending of materials, which gives us the ability to best use the properties of the composite and the metal,” says Lewit. While the exact details of reinforcements weren’t disclosed, the three say carbon fiber can be used in the floor structure where needed, to meet customer specifications. A combination of glass with small amounts of carbon fiber helps keep cost down, and adds Lewit, “The metal provides some extra modulus.” The innovative co-molded floor structure is about 11 centimeters thick (4.5 inches), compared to a conventional refrigerated van’s 22-centimeter floor. More importantly, the new design provides a 50% increase in floor rating, that is, how much fork lift load it can support. A standard reefer van floor is rated at 16,000 lbs, and current “dry” vans (those carrying dry goods, not refrigerated) are rated at 20,000 lbs. Says Yeagy, “This new floor has a 24,000 lb rating. There is no other 24k fork lift rated reefer van out there today. This is a real breakthrough.” Lane adds, “You’re getting a 50% increase in floor rating, with a much thinner structure.” The bottom line: with the hybrid floor, the Molded Structural Composite Cold Chain Series refrigerated van can be used for both refrigerated and dry loads, which improves profits for shippers with more “backhaul” opportunities (i.e., the ability to carry goods on a return trip). Yeagy explains that 100+ trailers will be produced over the next 18 months, with much of the production occurring at the company’s recently-acquired composites manufacturing facility in Little Falls, MN, US, a former Larson Boat plant (see CW’s story on that acquisition: http://www.compositesworld.com/news...omposites-manufacturing-facility-in-minnesota). Concludes Yeagy, “We’re very optimistic about the new trailer, and we think we have generated a lot of buzz in the industry.” Adds Lewit, “Wabash has the commitment to push through new technology and disrupt the industry — there are a lot of breakthroughs here.”