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The consensus is for Roku's platform revenue to be up like 85% in 2018. 64% in 2019. It's now the solid majority of their revenue.

And because this is driving their growth they've been able to price their hardware competitively against a company like Amazon. They've been able to hold their own, market share-wise.

So it's an interesting strategy in that respect and also the fact that so much of their user growth is coming from these licensing deals with smart TV makers where they'll actually get paid a licensing fee to have their software added to the device and then they can also monetize the usage of that device, the ads and other revenue streams.

So I think there's a lot of growth there and If you look at Roku's valuation right now, they're trading at close to five times next year's expected platform revenue and that looks very appealing given the growth rate that business is seeing and given how much headroom it looks like Roku still has to grow its average revenue per user, for the users of it's hardware and also the users of its platform is in Smart TVs.

2019 is here, and most investors have

their market resolutions ready for the new year.

As a financial journalist I also

have some resolutions.

I'm looking for more market stablility,

and less volatility going into the new year.

Here are what my colleagues at TheStreet

are looking for in the new year.

So the back half of 2018 was completely wracked

by the trade war between US and China.

I'm hoping that in 2019 we can

come to a resolution.

And certainly shareholders of companies

in the semi-conductor sector

or even in smart phones or products that

are made in China will be hoping the same.

FAANG stocks for the last several years

have dominated the tech sector

as well as the markets as a whole.

But they're starting to outlast

their usefulness as a grouping

as different factors drive each

companies performance.

In 2019 I'd like to see a little bit

more breadth to tech investors

interests in stocks,

beyond just the FAANG stocks.

In 2018 we had the big deal.

The big deal was Campbell's Soup and Dan Loeb.

What is the big deal gonna be in 2019?

Well it's kind of hard to tell now.

But I'll take a bit of a flier and say

I'd look for something in the automobile sector

The auto sector in the US is reshaping itself.

There are a lot of assets that are gonna

have to be disposed of.

We've got Elliott involved with Hyundai overseas.

So I think we need to keep

an eye on the auto sector.

Mary Barra is something of a

lightning rod heself.

2018 is coming to an end.

It's the worst year in the market since

the end of the Great Recession in 2008.

That's a 10 year low.

Still, 2019 will probably be better.

The unemployment rate is still going down

and job growth remains at a healthy pace.

Retailers did well over the Christmas period.

And it looks like consumers

are in the mood to spend.

In 2018 in both M&A and private equity

we saw a story of two halves.

I think in 2019, the private equity market

at least initially stays fairly cool.

I think for strategic M&A as well there

are challenges including a decline in equity values

which make targets less likely to transact.

And a general sense of uncertainty

that permeates boards willingness to

consider company altering transactions

on both the buy and

the sell side.

So it's not gonna be quite as bad next year

but there's signs the economy

may slow more than expected

depressing the outlook for future profits.

TheStreet newsroom closes a volatile end of year with a few predictions and resolutions to kickstart your investing into 2019.  

Where is the trade war heading? Invest beyond the FAANG stocks. Are there deals brewing in the auto sector? What will Private Equity and M&A markets look like?

We wish all of our viewers a happy and healthy New Year. 

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