GBA Presents: House of Gummy-!

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!!!!:banghead:
 
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%

$21.861.23(+5.96%) :caution:4:00 PM 05/15/24
NYSE |$USD |Post-Market:$22.84+0.98(+4.48%) :caution:7:21 PM
 
GreatCamel said:

Vertex Energy Inc. current at $1.15 ??
Editas Medicine Inc. current at $6.00 ??

Any thoughts on above two
More...




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
 
stonedinvestor said:
AUTO INSURANCE WAS THE LARGEST CONTRIBUTOR OUTSIDE OF HOUSING TO CPI UP 20%

PROGRESSIVE IS A ROCKET SHIP CHART.

CHUBB 1 YR B/O


CB Chubb Limited- PUT IN IRA'S***************

$246.82-1.19 (-0.48%)4:00 PM 02/13/24
NYSE | $USD | Post-Market: $246.82 4:27 PM
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***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<---------:strong:
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
 
stonedinvestor said:
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
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Thank you Stoney.

You all set for the game? Gotta finish and prep for Boston next
 
vanzandt said:
OK, back to being serious and grown up... (sorry Stoney I've entertained the readers enough today participating in your real world... Little Tykes sandbox).

Arnie... good questions.



Long term, even more-so than it has now, generative AI is going to bring down production costs for NFLX. And all the studios for that matter. There's a lot of players in the streaming game, and I too agree stocks like to top out on good news... but I'm not sure NFLX is the way to play it. They are the holy grail of the sector that all the others wish they could be.

One of the biggest issues going forward will be the use of generative AI that has derived so much from existing intellectual property. Artists' rights is going to become a HUGE issue. Last month when I said Accenture was oversold at $330, and it is about 8% below that level now.... was based on my premise that huge quagmires (and hundreds of large lawsuits based on the unlicensed use of IP) is looming large going forward. I couldn't think of a company that profits off of this kind of tumultuous enviroment, so ACN was my best guess. When I saw it was down that much, I figured that might be the play. Either way, if anyone has a company that profits off of guiding Fortune 500 companies thru the minefields of avoiding major litigation, it might be worth a look going forward because I really think this is gonna be a big thing in the not too distant future.
~vz
More...
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
 
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