Roku: The Perfect Neutral Player for Happiness

The cord cutting movement is only gaining steam. 30% of all TV viewing time is done via streaming, but only 3% of advertising dollars are going to streaming. And when you're best of breed like Roku, that's a lot of revenue potentially captured. I just think with the consumer tailwind at their back, I just like it. It's an expensive stock. So you got to be ready for some serious volatility, but the upside could be considerable.