Category: Uncategorized

It doesn’t look too good folks… but you gotta factor in last week’s absolute drubbing on the market. This is a follow-up to my Feb 9th “Pick Six for 2021” post; an ongoing monthly tally will be kept to see how they’re doing. Magnite (MGNI)  –30% Perion (PERI) –24% Digital Turbine (APPS) –22% Jounce Therapeutics… Continue reading 10Mar21: Pick6/Mo1 Prog. Report

Over the past week the Masters of the Universe on Wall Street decided it was time to bring down the market so they could load up cheap. Whatever machinations they performed must have worked as it wasn’t just speculative companies that got hit, but also proven winners.    Peering out at the carnage on the battlefield,… Continue reading 9Mar21: Four Ready to Launch

Ad tech stocks received a big haircut last week and now is the time to reallocate your investment base within the nascent programmatic advertising industry. These five will rebound at a rapid pace and continue upward well into the future (so plant those seeds). Trade Desk (TTD) Digital Turbine (APPS) Magnite (MGNI) Perion (PERI) Fluent… Continue reading 8Mar21: Programmatic Fab Five

Retail investors have enough of an uphill battle as is, constantly dealing with the whiplash of the market (last week was rough!) and having to guess where the next surprise might be lurking. It’s particularly hard when hedge funds/private equity can add more fuel to the fire with their substantial capital resources and proprietary access… Continue reading 7Mar21: Hedge Fund Dirty Tricks

A story in yesterday’s NYT (Suburban Home Sales Soar in the New York Region) highlights the buying frenzy resulting from many city dwellers wanting to move to the less frenetic pace of the suburbs. The pandemic has forced many people to work at home and with children also attending school remotely, suddenly where you live… Continue reading 6Mar21: Escape from New York

This has been an awful week on the stock market, especially in the world of ad tech. Watching the percentages continue to plummet is sickening, maddening… pick your emotion. If you are counting on selling your shares in the near future for needed expenses, then it’s particularly tough.  But, if you are playing the long… Continue reading 5Mar21: Calm Amidst the Chaos

The entire ad tech market got walloped on Wednesday and investors may be feeling a little dazed. Well shake it off and have confidence in the fact that programmatic advertising is doing just fine (and there are some incredible bargains to be had). Let’s put things in perspective and compare numbers between featherweight Perion (PERI)… Continue reading 4Mar21: Perion vs. Trade Desk

Occasionally you come across a company where growth projections, healthy book numbers, technical charts, low cap size, strategic partnerships, recent positive news and the burgeoning industry it’s within combine to form a strong conclusion: this is a no-brainer. Perion (PERI) is one of these.  The digital advertising solutions company (including CTV) based out of Israel… Continue reading 3Mar21: Perion is a Screaming Buy

Perion (PERI) and Magnite (MGNI) are on the verge of a massive breakout. Make sure you have both in your portfolio. That is all.   “There is all this opportunity, but so few active managers looking to take advantage.” –Dr. Michael Burry, of Big Short fame

The streaming wars are in full battle mode with many trying to catch up to Netflix in the number 1 position. Disney is currently in second place and then there’s the scrappy Discovery+ app which officially launched January 4. In two months they have over 12M subscribers worldwide, with most of those subs opting for… Continue reading 1Mar21: Discovery+, Magnite’s Perfect Match