Recent setbacks are creating an opportunity in ROKU

Brian Dress, director of research at Left Brain Investment Research, says that Roku -- the firm's "stock of the year" for 2020 -- has seen its stock price struggle this year off a mixed earnings picture, but he says that the company's business model hasn't changed and the medium- to long-term prospects look good, even if the stock struggles in the near term. As a result -- an as opposed to stocks like Peloton and Zillow, where Dress says the investment thesis has changed -- Roku's concerns seem to be temporary, which is why Dress is holding onto the stock and considering adding it to portfolios that aren't exposed to it now.