Friday File: Bright Screens, Streaming Wars and Palantir Profits

by Travis Johnson, Stock Gumshoe | July 17, 2020 4:00 pm

A vacation sendoff that includes a new buy, some thoughts on screens and streaming, and a couple sells in the Real Money Portfolio.

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Source URL: https://www.stockgumshoe.com/2020/07/friday-file-bright-screens-streaming-wars-and-palantir-profits/


21 responses to “Friday File: Bright Screens, Streaming Wars and Palantir Profits”

  1. popo says:

    Enjoy a change of scenery!

  2. Gerald Withers says:

    hope you and family have a great, safe and relaxing vacation!

  3. eb0079 says:

    Well deserved vacation Travis
    Enjoy !

  4. SoGiAm says:

    Have an awesome vacation with the Gummy bunch Travis!
    #ThankYOU for consistently sharing all these years with us and keeping it real!
    #LoveRulesTheUniverse!
    Best Alwayz!

  5. SoGiAm says:

    $CAPR #ISEV2020 International Society for #Extracellular #Vesicles to Host Annual Meeting Virtually https://exosome-rna.com/international-society-for-extracellular-vesicles-to-host-annual-meeting-virtually/ http://isev.org Plenary Speaker Eduardo Marbán Founding Director, Cedars-Sinai Heart Institute
    @Capricor
    $CAPR
    @organicellTM
    $BPSR #exosome #hcsm #biotech
    https://twitter.com/H0U3/status/1283016673533079558?s=20

    Best!

  6. SoGiAm says:

    $CAPR $BPSR
    The International Society for #ExtracellularVesicles #EV announces the #ISEV2020 Virtual Meeting for July 20-22 This platform will bring together 1,200+ #EV researchers worldwide, feature scientific sessions, poster & paper sessions, networking https://exosome-rna.com/international-society-for-extracellular-vesicles-to-host-annual-meeting-virtually/ $CAPR $BPSR https://pic.twitter.com/UT1Fh2nlm8

    https://twitter.com/H0U3/status/1283984170964967424?s=20

    Best!

  7. tanglesome says:

    $OLED is too rich a valuation for me, but I did micro-dose into the $JSMD ETF which tracks it along with other bullish healthcare sector companies and $ETSY, plus it only has a 0.30% expense ratio.

  8. investing101 says:

    Enjoy your vacation.

  9. jj1156 says:

    UDC has stated in the past, that they are five years ahead of anyone else when it comes to blue material. It will only go in new designs though. Samsung is scheduled to begin production of QD-OLED TVS next year. The OLED will be for a blue back lighting – it is rumored to be an fluorescent blue as opposed to the phosphorescent blue that UDC is trying to commercialize. I am holding out hope that it comes to market – I just can’t see Samsung backtracking to use the inefficient fluorescent blue when Samsung’s current QLED’s are selling well.

    UDC stated int the fourth quarter that they are looking for a partner by the end of the year in regards to OVJP – the recent press release was exciting and I hope it will lead to a partner.

    Last year they announced a venture arm of the company called OLED Ventures. Like to see how that will all progress too. I think it is a good buy, Travis.

  10. kingdomwar says:

    It just feels like a correction is coming. Then some good buying opportunities.

  11. leesal says:

    Interactive Brokers reports ROKU insider purchase of 40,000 shares on 7/13/20

    Enjoy your vacation!!!

  12. abunchofprofits@gmail.com says:

    Travis thanks so much for what you do, so much detail in everything you do, truly amazing.

    Quick question on the real money portfolio. Do we get real time, or same day notification on when you buy or sell something? Or are all changes shown to members only on Friday when the report comes out?

    Thank you

  13. jimmydee says:

    Thanks bud, great info as always and enjoy your time off!!!JD

  14. bunion132 says:

    Travis, please comment on the merger of Teladoc and Livongo Health announced this morning. I believe that many members on this site own TDOC which is causing concern today as it is down about 15% already even as the market has been open only about 1-1/2 hrs as I write this.

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