Ideas For Now-

Sea Limited price target was raised to $77 from $67 at Cowen on 05/19
SE Cowen analyst John Blackledge raised the firm's price target on Sea Limited to $77 from $67 and keeps an Outperform rating on the shares. The analyst said Q1 results showed continued robust revenue growth and management believes the change in lifestyles due to the virus should benefit Sea Limited. Management believes the pandemic underscores demand for contactless payments as it builds out its SeaMoney platform

Yea SeaMoney... that's big. like Paypal... But we have soared to $90.... and target was $77 less that a month ago...
 

Wang Says--
Wang referred to "the three core businesses" of online gaming, online shopping, and digital financial services.

On the gaming side of the company ("Garena"), SE has the right of first refusal in Southeast Asia for any games developed by Tencent. The agreement was signed in 2018 and, initially, set for a 5-year period. It refers specifically to the countries of Indonesia, Taiwan, Thailand, the Philippines, Malaysia, and Singapore.

Their own game-->"Free Fire" has a peak active daily user base of over 80 million people. It is the highest-earning mobile game of its type in Southeast Asia.<------YES!

On the shopping side of the company ("Shopee"), SE has strong backing from Tencent while Alibaba backs the rival "Lazada" brand.

Shopee's sales rose to almost US$1 billion in 2019. That represented 224% revenue growth. YES!

The "SeaMoney" digital financial services division is seen by the company as the natural third leg of growth. It comprises several services specialising in e-wallets, payment processing, and micro-lending.

As detailed by Group Chief Corporate Officer Yanjun Wang at the analyst call, its integration with the Shopee platform has been put in place in the past year. Wang referred to "the three core businesses" of online gaming, online shopping, and digital financial services.
 
4 Interesting Small Stocks--

Limelight Networks LLNW--

Lightpath Networks LPTH--

Curaleaf CURLF--

Nio NIO--

The first two I have been confusing a bit in my notes. Limelight is content delivery cloud stuff and would seem to be in all the right places for now and Lightpath is electrical components that use light in some way. Curaleaf obviously is a POT play I do NOT have a good record here... Keep that in mind... I have a near complete loss on my books in another Pot name... and Nio is electronic cars in China. I'm avoiding China almost entirely but have to admit that with the Gov slowing down Tesla the door is wide open for Nio...

I will flush these small ideas out later....~si
 
I think I'm on to something... My Lightpath notes were grouped on the page I was looking at FLIR for the thermal guns... Now I see why back on April 13 I scooped up this info--

LightPath upgraded to Buy from Neutral at B. Riley FBR 04/13 LPTH B. Riley FBR analyst Marc Wiesenberger upgraded LightPath Technologies to Buy from Neutral with a price target of $2.10, up from 75c. The company should benefit from the mass temperature screenings associated with COVID-19, Wiesenberger tells investors in a research note.

A-The Freakin HA!!!! --
 
$200 mln backlog cited at their last earnings report a long morbid stock about to turn a profit???

I have found previous agreements between FLIR and Lightpath so it is conceivable Lightpath is used in new FLIR cameras.. We can't gamble on conceivable. The chart is good. The idea is good. It is an Idea for Now...

Top New Idea Lightpath $2.65 currently. If the market turns over we can get this closer to $2.16. WATCHING.

I have to go wash my car. Later we will look at the other small ideas...
 
Limelight Networks shares compelling at current levels, says Raymond James 07:41 LLNW Raymond James analyst Robert Majek upgraded Limelight Networks to Outperform from Market Perform with a $6 price target after hosting the company's CFO and CAO and completing a series of industry checks. The recent pullback in the shares offers an attractive entry point, Majek tells investors in a research note, adding that he believes the the company's revenue growth potential is underappreciated and risk/reward for shares looks compelling at current levels. Majek believes investors are not giving Limelight enough credit for its efforts in improving the performance of its network and its increasing focus on video streaming that have helped it increase the quality of its customer base and win/expand with large and growing Over-the-Top customers, including Disney+, Apple TV+, Amazon/ Twitch, NBC Peacock, HBO and MLB, many of which were not customers a year ago.

LLNW- $5.37...
 
Oh No We Are In A Recession! Now they tell us a lot of people are out of work. What gives?
The market is flat for the year. No gain. No loss. Or has there been both?

Watching LLNW this morning... I like the fact that this company will benefit from sports coming online and that they have actually raised guidance twice. This is a good sign.

Northland Capital analyst Michael Latimore tells clients, "LLNW is a company with improving growth rates, expanding margins, and top tier customers; and getting a little help via work-from-home." Moreover, "LLNW has perfected its platform for (over-the-top) video and is in every conversation among new meaningful OTT video and live event providers."

LLNW is seeing more daily traffic than ever before. New sports content is slated for the second half of 2020. And while other companies are rescinding guidance, Limelight has raised its full-year expectations twice already. That has Latimore comfortable with an Outperform call and $8 price target.

Pt $8.

Yesterday we got a choppy upgrade--
What happened
Shares of Limelight Networks(NASDAQ:LLNW)were climbing today following an analyst upgrade for the company's stock. It was up as much as 17%, and as of 3:37 p.m EDT on Monday had gained 15.3%.

So what
Raymond James upgraded the content delivery network specialist from a market perform rating to outperform and set a $6 price target for the stock today. Investors jumped on the upgrade and quickly pushed the company's share price up throughout the trading day.

Lets merge those price targets and say -- $7. When is a god time for us to buy I would say low $5's.

ADDING LLNW To The Watch List!
 
It gets confusing but we also have Lightpath. LPTH. This is a a 12 month return already of 140%+. At near 52 week high. $2.70
  • LightPath Technologies Inc.:LightPath Technologies is a designer and manufacturer of optical components for applications such as defense systems, telecommunications, and medical devices. On May 7, the company announced its Q3 FY 2020 results, posting 10% revenue growth.5
LLNW feels a little safer to me in Jan it was a $4 stock and today it is a $5.50 stock. Things are better for sure now I think with this company as the confused and jumbled situation we are in
benefits in some ways what they do.

Today I'm honing in on Limelight Networks. ~si
 
Good Morning Stoned Investors. Today is Fed day, a day for contemplation. The day after George Floyd's funeral, another day for contemplation, that follows the protests and use of a helicopter to help gas a crowd of Americans with tear gas which carries the Corona virus further and better. That truly was a day for contemplation.

A MESSAGE FROM STONEDINVESTING CONCERNING THE CURRENT STATE OF AFFAIRS.-

I am so glad they have shelved Gone With The Wind- It's boring. While they are at it take all those Ethel Merman swim movies and burn them. All the beach blanket bingo movies with Frankie Avalon bye bye... never happened. And that cute little girl-- I hate her Shirly Temple go get lost in the woods will ya. All these movies that tie up space on TCM. -- The family running through the fields.. Ugh.... with the singing -Julie Andrews SHUT UP The Hills are alive with rabid raccoons, I have been there it's SCARY.. run through my fields you'll get a back full of ticks that go to the very worst place imaginable- think for a man the worst place imaginable and attach!!Bite Dig In Burrow... bury your freakin head inside of me release your virus. I had one on my... oh God I can't even talk about it. Folks a lot of blood flow goes to the center of one's manhood... and that's a fine place for a tick to set up shop and maybe have babies inside of me.

We denounce bad historical context, boring movies with white people and of course ethnic and racial prejudices in every form. We are very glad Long-running TV show Cops has been canceled outright by the Paramount Network. Good. But the one that really ticks me off is LIVE PD.. that show is bunk. Cops don't wear the types of sweaters they wear on that show and they go around and ruin everyone's life for a small amount of dope. It's like watching everything wrong in this country -- that show which apparently finally caught a actual killing on tape-- I don't think they have been very forthcoming with the evidence. That's the sense I get without knowing the situation-- what's good for the goose is good for the gander. Those hosts of the show should of said--Woa that looks wrong! That guy can't breath- this is murder... But they are so subservient to the Cops because they have been granted the right of filming them that the show becomes a one sided ongoing lie to the public. That lie is now off the air. It's a small start.

Live PD has been pulled from the schedule of the A&E Network (NYSE:DIS).<------

How will this affect Sinclair Broadcasting i wonder... and or Limelight Networks? They play a lot of Cops and Live PD...

The Market is at a strange point of wanting to melt up. There is this end of June period when portfolio managers have to show that they have been doing something. This dovetails unfortunately with what is being described as a retail rally. The average guy in the street apparently is so excited about this economic reopening that he and she have piled into stocks...

I don't really believe that. I think these vaccine makers and obvious stay at home plays have brought out a new investor a sort of day trader of biotech and health... but in general it's hard to believe all the smart money managers have been sitting on the sidelines the whole time the market bottomed and started up.
 
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