Ideas For Now-

I've been thinking about what happens if and when Biden wins--

Well the children sing of course but TESTING a 2nd wave will coincide with this election and any serious medical thought in the white house will mean much more testing. I believe this may be the surprise sector that really takes off because the $'s are guaranteed.

HOLX on the high side mass tests done at a facility / lab + Orasure for At home... FLDM or special situations universities, Army etc. I own all three.

I saw a weird ad on TV yesterday it was a PSA for Covid in NYC and had the usual things to do
Said in an upbeat way--

1... wear a mask 2... elbow bump 3. wash your hands... 4 keep your distance 5- stay outside and then right at end end they slipped this in " and get tested a lot " something like that : "and take lots of tests" I swear they slipped that in and maybe even came up with an icon...I nearly jumped out if bed. It was weird. No explanation--Where? who pays? why? what test?..." AND GET TESTED OFTEN!" THAT'S IT! That's what it said...
 
stonedinvestor said:
I've been thinking about what happens if and when Biden wins--

Well the children sing of course but TESTING a 2nd wave will coincide with this election and any serious medical thought in the white house will mean much more testing. I believe this may be the surprise sector that really takes off because the $'s are guaranteed.

HOLX on the high side mass tests done at a facility / lab + Orasure for At home... FLDM or special situations universities, Army etc. I own all three.

I saw a weird ad on TV yesterday it was a PSA for Covid in NYC and had the usual things to do
Said in an upbeat way--

1... wear a mask 2... elbow bump 3. wash your hands... 4 keep your distance 5- stay outside and then right at end end they slipped this in " and get tested a lot " something like that : "and take lots of tests" I swear they slipped that in and maybe even came up with an icon...I nearly jumped out if bed. It was weird. No explanation--Where? who pays? why? what test?..." AND GET TESTED OFTEN!" THAT'S IT! That's what it said...
More...

These guys just reported. Quest.
It was up 4% earlier.

SECAUCUS, N.J., Oct. 22, 2020 /PRNewswire/ -- Quest Diagnostics Incorporated (NYSE: DGX), the world's leading provider of diagnostic information services, announced today financial results for the third quarter ended September 30, 2020.



"Quest had a very strong third quarter, benefiting from continued demand for COVID-19 testing and the rapid recovery of health care utilization," said Steve Rusckowski, Chairman, CEO and President, Quest Diagnostics. "Quest has performed over 22 million COVID-19 molecular and serology tests to date, more than any other provider. We also developed and introduced several new innovations that are contributing to enabling the country's return to work, the classroom, and the athletic field. I am extremely proud of all that Quest Diagnostics has accomplished throughout the COVID-19 pandemic, and would like to thank our more than 47,000 employees for their hard work and dedication.
 
stonedinvestor said:
Van I have looked again at your contract with gummybearadvisors and it says you can "get off" on Fridays
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And where were you today? You missed the daytrade from hell on SNAP. It went straight up.
Hey anyway, like a gift from above, I have figured out the next, and possibly the best stock for the "Gummies for Grandma" portolio. It was sooo easy. It's right there for all of us to see.

Uh-uh.
I'm not sharing in public yet.
Its sooooo obvious.
I'll send ya pm stoney.
 
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Van I had a very difficult day one of my holdings-- One I had doubled down on blew up Limelight Net-- Now I have a lot of explaining to do. It was down 30%! Explaining not only to my money manger but to Nastassia! OMG she landed here somehow showed up outside my building in NYC and completely called me out.

Nastassia has demanded a board meeting.

She wants to table the idea of ending this thread and starting a new one perhaps focused on the cannabis sector. For that to happen that sector would have to take off after the election.

We'll see.

Van I need you to take a look at Corsair Gaming-- this is the most promising of the recent SPACs I think --

Corsair Gaming(CRSR) took back Thursday's losses with a 3.3% thrust higher. The company cleared a narrow IPO base with a 22.60 entry on Tuesday> The company has gone beyond its roots in selling memory components for personal computers to expand into high-end accessories for the video gaming market.
 
stonedinvestor said:
Van I need you to take a look at Corsair Gaming-- this is the most promising of the recent SPACs I think --

Corsair Gaming(CRSR) took back Thursday's losses with a 3.3% thrust higher. The company cleared a narrow IPO base with a 22.60 entry on Tuesday> The company has gone beyond its roots in selling memory components for personal computers to expand into high-end accessories for the video gaming market.
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I didn't crunch any numbers, but I went through the S-1 quickly. I know zero about the gaming sector, other than there's a lot of money in it lol, and E-Sports is a big deal that will probably continue to grow. These guys are a lot like Logitec.

It looks like they are a pretty popular and trusted brand among their targeted consumer demographic. That in and upon itself can and will probably help drive the stock higher. But I have a feeling there's only a small percentage of the Robinhood crowd that actually digs into a company's financials. This company has been around a long time and has never turned a profit until recently. A Covid bump? Logitec cited that for its increase in revenue.

Over 30% of their sales come from Amazon, I'd imagine that figure will continue to grow. Thing is, Amazon does a good job of putting competitor's products in your face, and from what I read this is the high dollar merchandise. So if disposable incomes among their customers contract do to the current economic environment, I would imagine if someone must by a product, they may go for a cheaper but equivalent offering.

Then there's this (straight from the S-1):


Cloud computing may seriously harm our business.

Cloud computing refers to a computing environment in which software is run on third-party servers and accessed by end-users over the internet. In a cloud computing environment a user’s computer may be a so-called “dumb terminal” with minimal processing power and limited need for high-performance components. Through cloud computing, gamers will be able to access and play graphically sophisticated games that they may not be able to otherwise play on a PC that is not fully equipped with the necessary, and often expensive, hardware. If cloud computing is widely accepted, the demand for high-performance computer gaming hardware products such as the PC high-performance memory, prebuilt and custom gaming PCs and laptops, and other PC gaming components we sell, could diminish significantly. As a result, if cloud computing gaming were to become widely adopted, such adoption could seriously harm our business.

They sell these wares:

g507744g05z12.jpg


Obsolete with the cloud right? At least a bunch of it is I would guess.

And this:

because we are focused on developing gear for gamers, we have no specific plans to attract gamers who use only mobile devices or tablets and we have no plans to develop gear specifically designed for gamers who use mobile devices or tablets. As a result, if gamers migrate to mobile devices or tablets and away from PCs and consoles, our business may be seriously harmed.

So.... I dunno stoney. It may be a good short term swing play on momo and Robinhooders, but its certainly not one for the "G4G portfolio" yet. We need to see some quarterly reports. I noticed a bunch of early investors dumped at $17 a few weeks after the ipo though. For whatever that's worth. My guess its like every other stock out there... overpriced for what you're getting from a pure business standpoint.

Regarding Natassia demanding a board meeting, that's fine, but no social distancing Natasia. We're old school. We don't have an HR dept to file a SH complaint with. :cool:
 
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Your turn. What is this all about?
Recent ipo. Off 25%. Any potential?


AZYO_logo.jpg

We are a commercial-stage regenerative medicine company focused on creating the next generation of differentiated products and improving outcomes in patients undergoing surgery, concentrating on patients receiving implantable medical devices. From our proprietary tissue processing platforms, we have developed a portfolio of advanced regenerative medical products that are designed to be very similar to natural biological material. Our proprietary products, which we refer to as our Core Products, are designed to address the implantable electronic device/cardiovascular, orthopedic/spinal repair and soft tissue reconstruction markets, which represented a combined $3 billion market opportunity in the United States in 2019. To expand our commercial reach, we have commercial relationships with major medical device companies, such as Boston Scientific and Medtronic, to promote and sell some of our Core Products. We believe our focus on our unique regenerative medicine platforms and our Core Products will ultimately maximize our probability of continued clinical and commercial success and will create a long-term competitive advantage for us.
 
I'm on it!

But First! (This is like that scene in that movie about weddings) -

Amazon of Africa....
Jumia could go 'well over $150 a share' in next five years, Citron says <'''''

 
vanzandt said:
Your turn. What is this all about?
Recent ipo. Off 25%. Any potential?


AZYO_logo.jpg


Near as I can tell this is a sector that had some hot IPO'S- four came out and soared and then he last three have all been busts-- this must be a sector cool down problem, they only have 1 year of cash after an IPO not good.- Lots of competitors.

  • Commercial-stage regenerative medicine company Aziyo Biologics (AZYO) prices a full-sized IPOwith 2.94M shares priced at $17, the midpoint of the prior $16-18 range.
  • Financials: 2019 revenue totaled $42.9M (+10% Y/Y) with a net loss of $11.9M, up from the $11.6M in 2018. For H1 2020, revenue was $9M (-4% Y/Y) with a $9.7M net loss.
  • Competitors include Medronic(NYSE:MDT), Terumo(OTCPK:TRUMF), NuVasive(NASDAQ:NUVA), and AbbVie(NYSE:ABBV).
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The trickle of IPO activity seen over the summer accelerated significantly as the fall approached. Portable dialysis startup Outset Medical raised $242 million in September, after which Pulmonx and Aziyo Biologics priced IPOs in quick succession. Among those offerings, digital health startup G Medical Innovations and spinal surgery player Spine Elements set their target ranges.

With most of the non-cancer medtech IPOs happening in the past 10 weeks, there is a limited set of data to assess how companies are faring on public markets. As it stands, Lyra, RenalytixAI and Aziyo are trading between 12% and 26% below their IPO prices. The other four companies are well above their IPO prices.

Inari is leading the way, having seen its share price soar 281% in its short time on public markets, and Pulmonx is in second following its 122% increase. Outset Medical and Acutus are up 57% and 68%, respectively.

There is little that links the early winners of the medtech IPO class of 2020. Outset Medical sells a portable dialysis machine that is now cleared for home use, positioning the company to benefit from the anticipated shift away from in-center treatment that market leader Fresenius Medical Care talked about last week. Yet, Inari, Pulmonx and Acutus are all active in areas that have been negatively affected by the pandemic.
 
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