GBA Presents: RADIO SAVANT-!

Which one will give the superior return? I have a loss on BROS I need a redeeming trade-
Big Winner.-> $10 trade?

I'm not saying UPATH can't do it. But Cathie Wood....:vomit:
 
TBH, I like Slpunk, but you've seen what earnings do to these things this time around.
I like em both really.

CSCO too. That's my granny tech. If it hits $39 I'm in.
 
TBH, I like Slpunk, but you've seen what earnings do to these things this time around.
I like em both really.

CSCO too. That's my granny tech. If it hits $39 I'm in.



Alright lets get a retrace this am...

we'll use SPLNK. I think it's safer.
 
In a few short words what does Splunk do?

Do they have positive cash flow?

and what is the debt?

Any insider?
No positive cashflow, a little debt, no insiders.
But huge growth.

What do they do?
I already told you>>> cyber security across enterprise systems.

The first sentence is why I said sell by Weds.
Too risky to hold over earnings.
Will get a bump today if tech runs.

If you must hold something.... use PATH.

EDIT: Better yet, just go with Cisco. Wait for the low $40's at least because there is no summer rally, only a dead cat bounce.
 
I think Splunk is one of those tech stocks I have a few that is switching from one thing to cloud.

The word from the street-
It will take time for the cloud mix-shift to unfold, but Splunk's valuation is "attractive".
 
I think Splunk is one of those tech stocks I have a few that is switching from one thing to cloud.

The word from the street-
It will take time for the cloud mix-shift to unfold, but Splunk's valuation is "attractive".
It is, and their SaS grew 113% yoy if I recall.
My estimate is if it heads north on earnings, $110 will be a minimum, but again, we're in a dcb.
So... no way I'd hold over earnings. Plenty of time to get back in later.
On PATH and CSCO>>> the damage is done. For the most part. CSCO could see the $39's despite a few recent upgrades post-earnings.
 
For our international listeners>>> don't let this one get got lost in the flood!
CAT and THO could go lower in the interim however.

Compiling a list of "Rebuilding Ukraine" stocks for that eventuality. When it comes.
I have 4 solid ones so far.
HDELY $11
ABB $29.50
THO $69
CAT $197

Edit:
Oh I forgot, one more.
Atlas Copco
ATLKY $41.50 >>> 2.3% divy too.
 
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