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Under: DIS finally getting some traction.? Dec 14, 2017 17:08:45 GMT -6
martyc: I took an entry level position in DIS. Will add eventually to overweight when it becomes clearer that the deal will go thru. Can't believe how well positioned they will be. 60% Hulu. 20% of content watched on NFLX they can pull. More in thread Dec 14, 2017 11:05:16 GMT -6 *
Under: Great posts on $DIS Dec 13, 2017 17:50:49 GMT -6
Under: $ROKU Citron on a war path. Nov 28, 2017 15:11:20 GMT -6
martyc: Wrote a couple blogs on streaming content. This one is probably most useful seekingalpha.com/instablog/400846-marty-chilberg/5074802-direct-consumer-content-still-king Nov 21, 2017 18:57:38 GMT -6
Under: $HAS takeover bid for $MAT? Nov 10, 2017 16:16:07 GMT -6 *
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty? Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out Nov 9, 2017 7:08:53 GMT -6
Under: $ROKU pops AH Nov 8, 2017 17:07:56 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5067522-cloud-tracks-alphabet-q3-2017 Nov 7, 2017 12:32:02 GMT -6
martyc: I can't figure out how best to play this. QCOM back to where I sold Friday. NXPI I still own and rallying cause it may break up? Nov 6, 2017 10:57:48 GMT -6
martyc: Sure looks like it will be interesting to watch. $70 hostile Nov 6, 2017 7:34:45 GMT -6
Under: Offer on the table for QCOM. 60 in cash 10 in shares seems low. Would be willing to sell at 80. Nov 6, 2017 6:50:15 GMT -6
martyc: I decided to sell before close tho it sure looks like a real offer is coming Nov 3, 2017 18:48:39 GMT -6
Under: $QCOM up nice on rumor! Nov 3, 2017 15:07:54 GMT -6
martyc: Market is brutal these days with poor guides. Just have to pick the right ones to ride. Nov 2, 2017 20:54:41 GMT -6
Under: Beat and in-lines with poor guidance is bringing some opportunities. Nov 2, 2017 14:48:53 GMT -6
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