GBA Presents: THE GREEN MARKET

stonedinvestor said:
God No I have NO idea what Roku does and have never ever seen one of their units anywhere this may be a fake company.. Vaguely remember a stick you plugged into your TV?
More...
Never heard of it?
:p
+++++++++++++++++++++++++++++

Post by: stonedinvestor, 37 minutes ago in forum: Stocks
GBA Presents: THE GREEN MARKET

...[Those] are the names in our top 10 -- so the Tesla(NASDAQ:TSLA), the Roku(NASDAQ:ROKU), Teladoc Health(NYSE:TDOC), Square(NYSE:SQ),...

Post by: stonedinvestor, Dec 16, 2021 in forum: Stocks
GBA Presents: THE GREEN MARKET

You see this is an example of companies stealing SONOS ideas. Roku announces TCL Roku TV Wireless Soundbar 10:15 ROKU, SONO In partnership with...

Post by: stonedinvestor, Oct 26, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

What a crap lineup! Roku Inc. (ROKU-1.3%) adds17 new linear channels to its lineup, bringing its total channel offerings to over 200. The new...

Post by: stonedinvestor, Aug 17, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...maker Weber is said to price IPO below range, sells fewer shares-? Roku CEO: COVID reopening led to lower TV watching last quarter- What does...

Post by: stonedinvestor, Aug 5, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...TVs, either directly access the Internet or do it via devices like Roku, Amazon Fire, or Google Chrome. With cord cutting this would seem to...

Post by: stonedinvestor, Jul 2, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...hit hard before the bell. Tesla(NASDAQ:TSLA), Square(NYSE:SQ)and Roku(NASDAQ:ROKU)are all down more than 5%. ARKK is below $100 for the first...

Post by: stonedinvestor, May 11, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

Spread it like peanut butter. Tesla, Roku, Square weigh on Cathie Wood’s flagship ARKK ETF, down 12% for the week Cathie Wood’s flagship fund...

Post by: stonedinvestor, May 6, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...TV, Apple iOS, Android TV, Android Mobile, Amazon Prime, Amazon Fire, Roku, Tubi, Dish, Sling, Samsung smart TVs, and LG smart TVs. A broad...

Post by: stonedinvestor, Mar 4, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...which represents 2.76% of ARKK's holdings fell 9.59% Wednesday, Roku was down 6.46% which is ARKK’s second largest holding and Tesla ARKK’s top...

Post by: stonedinvestor, Mar 4, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...some of ARKK's portfolio of top 10 names includes a 7% holding in Roku (ROKU) (27x sales), Square (SQ) (320x PE), Twilio (TWLO) (40x sales and...

Post by: stonedinvestor, Feb 13, 2021 in forum: Stocks
GBA's "2021 Stock Phantasma"

...of portfolio Tesla Inc 9.2% CRISPR Therapeutics AG 5.8% Roku, Inc. Class A 5.7% Square, Inc. Class A 5.4% Invitae Corp. 5.3%<---? Editas...

Post by: stonedinvestor, Jan 17, 2021 in forum: Stocks
 
MAKING A BOLD CALL HERE ON A FALLING KNIFE....

I'VE BEEN ITCHING TO BUY DOCCUSIGN SINCE I USED THE PRODUCT SIGNING SOME BANK FORMS.

IT HAS BEEN IN A SKI SLOP PATTERN A WATERFALL DECLINE...

AND NOW IT IS A BUY. Technical Picture Be Dammed! $115.....

DocuSign's massive opportunity
DocuSign is down 60% from its highs following investors' overreaction to its lower billings in Q3 of 2021. Despite that, the company is still healthy and growing. Its main product enables its 1.1 million global business customers to sign and collect signatures electronically, making a previously pen-and-paper process faster and easier. With just $1.5 billion of the $50 billion digital signature and agreement market in its grasp, DocuSign enjoys an enormous, still-growing market opportunity.

As that market expands, so does the company. From Q3 2020 to Q3 2021, its subscription revenue rose 50%. Overall revenue grew 35% in 2019 and 39% in 2020, and management expects 49% growth for 2021.

International revenue currently makes up only 23% of its total revenue, but it's growing very quickly – 68% year over year in the latest quarter. To keep enjoying that growth, DocuSign needs to keep an eye on regulatory risk abroad; some of the countries where it's currently growing fastest are debating whether electronic signatures are too prone to fraud.

DocuSign is trying to lock in its place in the market through its analytics tools, which its primary competitor, Adobe (NASDAQ:ADBE), lacks. Agreements between two parties often require extensive and sometimes expensive reviews. DocuSign Analyzer uses A.I. to determine risk and summarize the main points of the agreement. That exclusive feature's helping DocuSign land and keep customers: Existing clients spent 21% more year over year in Q3 2021, up from 17% in Q3 2020, suggesting that DocuSign's staying healthy despite rising competition.

Even so, the company isn't immune to the pandemic's effects. As businesses rushed to go digital, they pulled demand for DocuSign's services forward; the company grew faster than expected last year but slower than expected this year around, leading to the slower growth and smaller billings in Q3 that dismayed investors. But while the stock has spiraled downward, the company's still firing on all cylinders. As DocuSign gets bigger, growth will naturally slow – but it's clearly not coming to a halt.
 
Sending this idea to the HF....
BUY DOCCU :wtf: I know... I know and I think Buy
LNG.


If anyone can get this article in Barons online out today.. Please post it. It mentions LNG.

Europe Looks Beyond Russia for Natural Gas. These Companies May Benefit.
Feb. 18, 2022 4:45 am ET

TWO BUYS DOCCU & LNG
 
stonedinvestor said:
Sending this idea to the HF....
BUY DOCCU :wtf: I know... I know and I think Buy
LNG.


If anyone can get this article in Barons online out today.. Please post it. It mentions LNG.

Europe Looks Beyond Russia for Natural Gas. These Companies May Benefit.
Feb. 18, 2022 4:45 am ET

TWO BUYS DOCCU & LNG
More...
You don't think everything is priced in already with Cheniere? Seriously.
 
DOCCU has been downgraded by over 4 houses... so at least that is out of the way...

DocuSign CEO buys $2.41M in common stock 01/11 DOCU In a regulatory filing, DocuSign disclosed that its CEO Daniel Springer bought 18.7K shares of common stock on January 10th in a total transaction size of $2.41M.

Jan 10 DOCU = $127
 
vanzandt said:
You don't think everything is priced in already with Cheniere? Seriously.
More...


The way I see it Van is threefold. 1- They say oil stocks are going down the last few days this one is not. 2- They do Nat gas which Europe needs very bad. 3- They have this new Terminal on line and that should really goose earn. I see a big big beat... We are EXPORTING nat gas!

These cats benefit the most.

Jan 12th The stock was $114 Feb 12th it's $115 not exactly galloping away more of a base I would say.

Overall move $88---->$115..... in a full year...

Energy Big Loser Today Down 1%.


This is the most recent commentary...
Cheniere Energy price target raised to $134 from $129 at Bernstein 09:07 LNG Bernstein analyst Jean Ann Salisbury raised the firm's price target on Cheniere Energy to $134 from $129 and keeps an Outperform rating on the shares. The analyst notes that while she doesn't usually make big calls on earnings, she believes Cheniere seems poised to beat consensus for 2022 guidance next Thursday, and she do not think this is fully baked into numbers.

From my experience when an analyst talks like that you BUY. Lets just get thebest possible price.. This Russia mess confuses the whole set up....
 
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