Communications
ZOOM - Bullish analyst ratingOne of this year's hottest IPOs is still winning over new fans. Dmitry Netis at Stephens is initiating coverage of Zoom Video (ZM) with a bullish overweight rating .
The analyst's price target of $115 suggests that there's 26% of upside from current levels, an encouraging goal for the provider of video-conferencing solutions for enterprises that has already soared 153% since going public at $36 in April through Thursday's close.
---News reported by Rick Munarriz, The Motley Fool / Yahoo Finance
I - Intellistat (Satellite Comms)Comparing Cboe VIX VIX to I I
Currently leaning toward lower fibretracement, but we're talking about low earth satellite comms for 5G, Gov, Mil, all things big data or stock wouldn't have crushed it last 18mo.
Just a note here in case reaching lower fibonacci retracement for entry.
Twilio - entry at 63.44-63.50 areaTWLO TWLO has been oversold and great day momentum trade. Looking for resistance below current price around $63.50 area.
Market Cap is higher than Enterprise value, but the world is going to need more of what they offer....6.47B vs 6.1B.
VIX Rult #1
VIX Rule #2, don't forget Rule #1
VIX Just reminding you
About; Twilio Inc. offers Cloud Communications Platform, which enables developers to build, scale and operate real-time communications within software applications. The Company's platform consists of Programmable Communications Cloud, Super Network and Business Model for Innovators. Its Programmable Communications Cloud software enables developers to embed voice, messaging, video and authentication capabilities into their applications through its Application Programming Interfaces (APIs). Its Programmable Communications Cloud offers building blocks that enable its customers to build what they need. Its Programmable Communications Cloud includes Programmable Voice, Programmable Messaging, Programmable Video and Use Case APIs. The Super Network is its software layer that allows its customers' software to communicate with connected devices globally. It interconnects with communications networks around the world. Recently partnered to provide narrow-band IoT for lower cost cellular services.
Recently acquired SendGrid
When will bigdata give positive earnings, think Google turning profitable...
Consolidated Communications Holdings Cup&Handle about to brkout Watch for breakout: 9.26.18 2:30pm
CNSL is about to come out of a weekly cup and handle formation or minimally a double bottom, which both usually rise upward.
Small-cap telecommunications stock adding fiber optic lines and hurt by earnings after infrastructure investment.
* Compares to: CBB FTR CMCSA T
* Pays 12% Dividend yield currently, so little risk. Ex-divident is Oct. 12th. payable Nov. 1st and quarterly.
* Potential to double on Fibretracement to $24 into early 2019 and upward by end of 2019 into 5G massive MIMO communications and fiber optic cable lines for markets served.
* Will be positioned to grow into 2019 with dividends and then catch 5G services growth and target by year end 2019 likely $28-30, as Telecom stocks grow when profits made.
* EPS Growth was -386800%, just indicates it is making progress with profitability vs industry average 144%, but it is a small cap.
* Mkt Cap $914M, 2018 sales will be $1.4B, that's a bababa-billion. Enterprise value with recent upgrade is paultry 3.25B, or shows undervalue ratio 3.25/0.914 = 3.55 and poised to grow customers. Book value buy?
* Debt however is high and will reduce with growth as small-cap to mid-cap (expected for market and opportunity).
* Insider buying is small, but a positive 27,000 shares/yr. last 2 yrs.
* With telecom & cable industry at current prices not sure if it'd be an acquisition target?
About CNSL: Consolidated Communications Holdings, Inc., through its subsidiaries, provides various integrated communications services to business and residential customers in the United States. It offers a range of communication services and products that include local and long-distance, high-speed broadband Internet access, video, voice over Internet protocol, private line, custom calling features, security, cloud, data center, managed and IT, and directory publishing services, as well as engages in equipment sales activities. The company also sells and supports telecommunications equipment, such as key, private branch exchange, IP-based telephone systems, and other hardware solutions, as well as offers support services to medium and large business customers. As of December 31, 2017, it had approximately 972 thousand voice connections, 784 thousand data connections, and 103 thousand video connections. The company serves customers in consumer, commercial, and carrier channels.
I - IntellistatIs this the falling from orbit its been in? What a ride...missed and didn't want to jump on low earth communication satellite being launched.
Expecting this will have some falling as not profitable yet growing.
Posting for own use and future reference on this stock.
EVC Entravision CommunicationsI am not licensed or certified by any individual or institution to give financial advice. I am not a professional Stock trader.
I was asked my opinion on Entravision. You may have noticed I switched from Candlesticks to Line chart format for this one; I think in this instance it gives this particular Stock chart an easier read. The up front answer is--don't touch it for now; unless you are experienced with various spread strategies, in that case it may work for you. For now I can't see it being bullish or bearish. I think it's in limbo. I looked at this with a few different secondary indicators; I used the Exponential Moving Averages (EMA), Stochastics, and MACD Histograms--none of them showed me anything definitive so I left this chart with just horizontal lines. One possibility is this Stock is starting to roll or consolidate. If that is the case it is in the middle of its roll and shouldn't be touched until you can see its support and resistance. This is the only strategy I can currently think of, and the lines I drew were based off that strategy. EMA won't really help when it comes to a rolling Stock so if you are interested in this particular one I'd leave those off. Stochastics and MACD can be of assistance; but when I viewed them with the settings I was originally taught they both showed neutral.
If you are wondering if this is a good buy and hold, that's up to you. I don't see it being terribly bearish; but the downside to being neutral is it isn't incredibly bullish either. It's dividend dropped from $.31 in the second quarter of 2017 to $.05 in the third and fourth quarter of 2017. I haven't done research into why, you can do that on your own if you want. Historically, it's first quarter dividend announcement hasn't been released until late February or mid March so it probably wouldn't be a bad idea to wait and see if they will release a dividend, and if so how much, before making a decision (whether yay or nay) about buying Extravision to hold.
LVLT similar to AKAM review, new trend potential, 400-450$ areaTake profit and manage remaining amount till 400-450$ area.
Charter Communications (CHTR)Potential beginning of a Bear Major Trend Reversal.
Earlier Bull Trend began in August, the bears tested
fairly strong below the exponential moving average (20)
for the first leg down and break of the bull trend.
After the bear test, the bulls retest back up creating a new swing high
(wedge top- 3 pushes up.). This might be considered a 40% probability trade,
but with a wide enough stop loss, it may be worth scaling into. It could be the starting
point of a bear reversal to at least the previous November Low.