14th post;

TWLO up another 4.5% today and touched it’s all time high.  Keep your winners and sell your losers. Just because it’s hitting a 52 week high, does not mean you should necessarily sell. In fact, I find stocks that hit 52 week high’s often continue to do so for quite some time. Newtons law: an object in motion tends to stay in motion (unless given a reason not to) !😬.

Earnings calls for AYX and TTD are coming up tomorrow.  You may note that TTD is down 7% today due to an analyst downgrade.  I will wait to see earnings before agree or disagreeing, but personally don’t have a lot of faith in analysts “opinions”.

Correction: AYX earnings call date was apparently a mistake by Yahoo finance. They will not release today. I don’t have an estimate after emailing their investor relations, but one estimate online says February 28. Not that you guys were sitting by the edge of your seat like me waiting for this release in 25 minutes!😉

• The Trade Desk (NASDAQ:TTD): Q4 Non-GAAP EPS of $1.09 beats by $0.30; GAAP EPS of $0.84 beats by $0.32.

• Revenue of $160.5M (+56.4% Y/Y) beats by $12.77M.

That is beating estimates by more than 30%!!!   More like a complete crushing and pummeling!   TTD stock is up 3-4% in after hours trading in appreciation of this feat!   2 stocks up…2 home runs.  Carry on.  😬

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