Ideas For Now-

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

  1. vanzandt

    vanzandt

    Stoney...
    How'd we miss Citrix Systems (CTXS) as the ultimate under the radar "work at home" play?!!!!!!
    Everyone missed it. Until today it would seem.
    One plug on Bloomberg and look what happens.

    Citrix Systems, Inc. offers Enterprise and Service Provider products, which include Workspace Services solutions and Delivery Networking products. The Company's Enterprise and Service Provider products include Cloud Services solutions, and related license updates and maintenance, support and professional services. The Company's NetScaler nCore Technology is an architecture that enables execution of multiple packet engines in parallel. The Company's workspace services include Application Virtualization and virtual desktop infrastructure (VDI), Enterprise Mobility Management and Citrix Workspace Suite. The Company's NetScaler ADC is a software-defined application delivery controller (ADC) and load balancer. The Company's Cloud Services include ShareFile and Citrix Cloud. It provides various ways for customers to receive upgrades, support and maintenance for products, which include Software Maintenance, Subscription Advantage, Technical Support Services and Hardware Maintenance.
     
    #471     Jul 20, 2020

  2. NAILED IT!!!
    Hibbett Sports, Inc. (HIBB)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
    Add to watchlist
    Visitors trend2W10W9M
    22.49-0.81 (-3.46%)
    At close: July 20 4:00PM EDT
    28.69 +6.20 (27.60%)<------
     
    #472     Jul 21, 2020
  3. Van I'm in a bad way. Hunched over in pain. Yesterday in 110 degree heat I dug my leech filed up. I got some really bad news yesterday. They are talking vast sums of money that I have just created. Money that I have made here at Elite Trader for you all they now want to take. So I went out and dug dug dug. Thee trenches. Then I had two pickup trucks sand, stone, earth. Why me.... Will this work?

    I don't know if my hip or my back hurts worse. Yesterday was one of the hottest days ever.
     
    #473     Jul 21, 2020
  4. Limelight Networks (LLNW) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.

    This quarterly report represents an earnings surprise of 200%.
     
    #474     Jul 21, 2020
  5. Digital Turbine Inc- APPS-

    I run across this name quite a bit-- what do they do- some form of digital advertising on the net-- which I thought was slowing down a bit.

    (NASDAQ: APPS-taking another run at their July 16, 12-year high of $13.96. On top of an impressive 154.4% year-over-year gain)))))

    Let's Ask Rocky!

    According to a study from Schaeffer's Senior Quantitative Analyst Rocky White, this record high comes amid historically low implied volatility (IV). White's data shows that there have been two other times in the past five years when the stock was trading within 2% of its 52-week high, while its Schaeffer's Volatility Index (SVI) sat in the 20th percentile of its annual range or lower -- as is the case with APPS' current SVI of 91%, which sits in the 18th percentile of its 12-month range. The equity saw positive one-month returns on one of these signals, averaging a return of 17.3%. From its current perch, a move of similar magnitude would put the stock at $16.38, eclipsing its recent peak

    [​IMG]
    APPS July 13
    Symbol LAST_PRICE Change % Change
    APPS
    Digital Turbine, Inc.
    $13.28 +0.51 +3.95%

    -Digital Turbine, Inc., through its subsidiaries, provides media and mobile communication products and solutions for mobile operators, application advertisers, device original equipment manufacturers, and other third parties worldwide. Its software platform that enables mobile operators and OEMs to control, manage, and monetize devices. The company also provides programmatic advertising and targeted media delivery services; and other products and professional services directly related to the core platform.



    LLNW
    Limelight Networks, Inc.
    7.65 +0.53 +7.37%
    HIBB
    Hibbett Sports, Inc.
    22.49 -0.81 -3.46%
    BCRX
    BioCryst Pharmaceuticals, Inc.
    5.13 +0.10 +1.89%
    LCA
    Landcadia Holdings II, Inc.
    14.15 +0.07 +0.50%
    HOLX
    Hologic, Inc.
    61.43 -0.45 -0.73%
    TER
    Teradyne, Inc.
    89.74 +3.32 +3.84%
    WIMHY
    William Hill plc
    6.11 -0.09 -1.45%
    WIMHF
    William Hill plc
    1.5800 +0.0500 +3.27%

     
    #475     Jul 21, 2020

  6. Van what is an open market buy anyway just a buy on the open? When I buy during the day at say noon that's not a real " buy "... Is open market unending buying? Open ended?

    I would say watch the RS it has been under performing when that turns up we should be on our way.


    Bearishpattern detected<-----------
    [​IMG]
    Relative Strength Index (RSI)<-------------bugabooo


    • But Everything else looks right we are in at $59 it's $62 and we are waiting for the RS line ST Up MT Up LT Up
     
    #476     Jul 21, 2020
  7. I have to figure out what to do about our robot arm stock today TER. Hold thru earnigs or not

    Reasons To Hld)
    + They usually beat earnings and by quite a bit. Last two reporting periods they beat.
    + Business seems good unabated by world events.
    + Part of the Ideas For Now Portfolio which we are supposed to be holding for a year!
    + Exceptionally well run and well-positioned in both semi test and in industrial automation.


    Reasons to Sell)-
    - I have to double check but we are up over $10 a share.
    -The shares are trading at 25 times next year's consensus estimates, while they have historically traded in the mid to low teens. To hope for further expansion from here if they just make their number...
    - Some risk with China// China and Huawei.
    - Some recent downgrades & 1 upgrade-
    07/14/20 Craig-Hallum
    Teradyne downgraded to Hold on valuation at Craig-Hallum
    07/13/20 Deutsche Bank
    Teradyne price target raised to $92 from $85 at Deutsche Bank
    07/10/20 Northland
    Teradyne downgraded to Market Perform from Outperform at Northland



    • Had a Goldman virtual conference with no move out of it by Goldman one way or another same thing happened at I think Cowen... Kind of makes me nervous......
     
    #477     Jul 21, 2020
  8. One idea I am toying with is selling TER today and buying VMC.
    Rotating from tech to infrastructure spending....
     
    #478     Jul 21, 2020
  9. Boyd Gaming launchs its Stardust Social Casino app 09:03 BYD Boyd Gaming announced the relaunch of its iconic Stardust brand with the debut of the all-new Stardust Social Casino app. The Stardust Social Casino mobile app features a regularly updated selection of popular slot titles from Boyd Gaming casino floors across the country. The game is free to play and is now available for download on iOS and Android mobile platforms.

    BYD-$21.

    This is another one of these Casino game apps... Not actual sports betting.
     
    #479     Jul 21, 2020
  10. vanzandt

    vanzandt

    Good morning Stoney. You used a shovel!? lol. Well that reminded me of a stock, I'll get to that in a second.

    An open market buy is where an insider just buys the stock just like you or I would. Say VMC is at $125 and one of the directors buys 10,000 shares at the ask. That's an open market buy.
    Here's an example, Stevie Wynn in 2016:
    _________________________________
    January 22, 2016 - 5:57 pm
    Wynn Resorts Chairman Steve Wynn spent more than $31.8 million this week to acquire additional shares of his casino company’s stock, according to a securities filing Friday.

    The transactions, which took place Wednesday through Friday, marks the second time in two months that Wynn has bought up company shares on the open market. Wynn’s stock price has drastically declined in value over the past year.
    _____________________________________

    It basically telegraphs that the people who know, know the stock is undervalued. Sometimes. In Wynn's case, it went straight to $200 and didn't look back. For awhile that is. He bought around $62 if I recall.

    Anyway, in keeping with our infrastructure spending thesis, your shovel story reminded of one I have played on and off over the years but haven't looked at lately.
    $URI
    United Rentals. They rent everything and always do well when the economy is on the move. Any infrastructure bill will move the stock. I just looked, its almost $160. I think the last time I traded it it was around $116. Go figure huh.

    Remember when I was telling you about fragmented sectors where a big player scoops up all the mom and pops like Grow Gen is doing? $URI did that with equipment rental to a great degree over the years. It was a fragmented business with lots of local players that were already established. They'd go in and buy em out.

    That sand and gravel you got, it probably came out of one of Vulcan's quarries. Or Martin Marietta's. Good to see you're doing your part. Instead of a shovel next time though, just go rent a mini-hoe from URI for $500. Do it on Friday night and you get the one day rate for the whole weekend. While it may seem intimidating to run, its really not. Let your son do it lol, its like a video game. He'll have it wired in about 30 minutes and you'll have nice neat trenches with no back-ache.
     
    Last edited: Jul 21, 2020
    #480     Jul 21, 2020