Archive for August, 2015

Twitter Musings – Ride the new Tech Wave

August 10th, 2015

Twitter is down over 50% from its 52-week high.  At $27.04, some would say its a screaming buy.

Today’s new killer app is a camera with a real-time feed (e.g. Periscope).  Every smart phone/tablet/body camera/drone has been transformed into a TV camera.  Every person on earth can now live-broadcast to the world.

Twitter is positioned very well to ride this new killer app wave into the future.  The “TV camera everywhere” future will be very disruptive to the TV, media, social media, and telecommunications space.

Microsoft saw this coming early and paid $8.5B in 2011 for Skype.  Twitter is currently valued at $17.7B.

Google, Apple, Microsoft and Amazon have got to be paying attention.  Facebook is.


CBS Musings

August 9th, 2015

At the time of this post CBS is $50.34 with a market cap of $22.4B.  Its 52 week price range is $47.83 to $63.95.

We like this stock for day/swing trades (long) and expect its floor to be $47.50.  For the short term we expect it to trade between its floor and $53.00.  The stock has been beaten up due to “over the top” concerns regarding the transformation of the TV/media/content business from bundled cable to unbundled internet.  CBS should weather this storm better than others.  Results of these trades will be posted on Twitter @GrowthSavvy.