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re: Stocks on your watch list
Posted on 8/28/20 at 10:07 am to cgrand
Posted on 8/28/20 at 10:07 am to cgrand
GRWG
quote:
The team at Oppenheimer lifts its 12-18 month price target on GrowGeneration (NASDAQ:GRWG) to $25 from $15. That would be about 66% upside from last night's close of $15.06. "GrowGeneration represents a leading, yet still up-and-coming retail chain within the rapidly expanding and dynamic market for hydroponic and organic gardening supplies ... Data suggest an accelerating topline trajectory and strengthening signals of leverage and scale." The stock's up 3.25% premarket to $15.55. Shares earlier this month climbed to nearly $23 before becoming a target of short-seller Hindenburg Research. The disclosure of insider sales earlier this week also knocked the stock back.
0
Posted on 8/28/20 at 10:08 am to cgrand
Yeah, Roku is looking great. Are you just going to hold for the long term or are you looking to sell in a bit?
Posted on 8/28/20 at 10:11 am to Eric Nies Grind Time
I had already trimmed back at mid 150's.
long hold on my remaining shares, to 300 or so
long hold on my remaining shares, to 300 or so
Posted on 8/28/20 at 10:43 am to cgrand
I think spirit will break 20 soon
It sucks to be up nearly 10k today but be “broke” because I’m outta cash lol
It sucks to be up nearly 10k today but be “broke” because I’m outta cash lol
Posted on 8/28/20 at 1:04 pm to cgrand
any idea whats goin on with LVGO and TDOC? down 3%
Posted on 8/28/20 at 1:21 pm to DomincDecoco
daily noise...
if your in these two, early november will be the inflection point. both should report nice earnings, and the merger should soon follow.
in the meantime, ANY good news on the COVID front will like bring sellers. those sellers are dumb
if your in these two, early november will be the inflection point. both should report nice earnings, and the merger should soon follow.
in the meantime, ANY good news on the COVID front will like bring sellers. those sellers are dumb
Posted on 8/29/20 at 9:17 am to reds on reds on reds
quote:
DOCU has been on a rip
reports earnings Thursday after the close.
should be interesting
Posted on 8/29/20 at 9:50 am to cgrand
Thoughts on google dumping 100 million into Amwell? Do you think this hurts teledoc (steals market share on a growing company) or just reaffirms this is the future? Teladoc is the obvious leader in this race at the moment.
Amwell going public to raise more capital btw
Amwell going public to raise more capital btw
Posted on 8/29/20 at 9:52 am to cgrand
this is a really interesting article on the future of e commerce
LINK
in that context WMTs interest in tiktok is compelling.
other beneficiaries:
SQ
PYPL
FSLY
ETSY
PINS
the internet is being transformed very quickly to being optimized for discovery rather than search. There will soon be very few sites/portals/apps that the vast majority of people ever stray from
quote:
In the future, we’re all going to be shopping on video apps like TikTok. Whether you’re buying instant noodles or high-end sweaters, it has become increasingly clear that short video clips are the future of ecommerce. Think of them as compulsively watchable commercials—with a direct link to buy.
LINK
in that context WMTs interest in tiktok is compelling.
other beneficiaries:
SQ
PYPL
FSLY
ETSY
PINS
the internet is being transformed very quickly to being optimized for discovery rather than search. There will soon be very few sites/portals/apps that the vast majority of people ever stray from
Posted on 8/29/20 at 9:56 am to LSURN98
quote:
Thoughts on google dumping 100 million into Amwell? Do you think this hurts teledoc (steals market share on a growing company) or just reaffirms this is the future? Teladoc is the obvious leader in this race at the moment.
There is going to be competition. The space and potential is massive. Literally every person on the planet needs healthcare.
I think google investing in them just reaffirms the need for TDOC to buy someone like Livongo to differentiate themselves from others and to also continue the push ahead of everyone else.
Posted on 8/29/20 at 10:01 am to hiltacular
CRWD reports on 9/2 very interested to see if they get eps positive and revs 80%+.
Also interested in M reporting 9/2 as a swing play, it had a massive run the last time it reported. I think profit/revs could be better than expected but not sure how sentiment will be
Also interested in M reporting 9/2 as a swing play, it had a massive run the last time it reported. I think profit/revs could be better than expected but not sure how sentiment will be
This post was edited on 8/29/20 at 10:04 am
Posted on 8/29/20 at 10:02 am to LSURN98
goodrx is going public also.
the field getting crowded tells me that my opinion on the future of medicine is probably a good one.
in that context I think the market would have had a much better response to one of the giants buying TDOC or LVGO. Both are tiny in comparison, and combined will still be tiny. But they do have a massive head start and I think revenues are going to explode in the next couple of years. Then we can see if they really do have the better product
the field getting crowded tells me that my opinion on the future of medicine is probably a good one.
in that context I think the market would have had a much better response to one of the giants buying TDOC or LVGO. Both are tiny in comparison, and combined will still be tiny. But they do have a massive head start and I think revenues are going to explode in the next couple of years. Then we can see if they really do have the better product
Posted on 8/29/20 at 10:09 am to cgrand
Amwell and goodrx might present a pretty nice early buying opportunity
Posted on 8/29/20 at 11:22 am to hiltacular
quote:
Literally every person on the planet needs healthcare.
Wonder if this model works in the single payer (Canadian) or mixed (UK) systems where profit is far less attainable than in the US environment.
Healthcare scares me because it is so vulnerable to changes in government policy.
Posted on 8/29/20 at 11:29 am to LSURN98
quote:
Healthcare scares me because it is so vulnerable to changes in government policy.
the news has been all good so far in Medicare/Medicaid telehealth policy. And that’s here to stay.
The real test is if remote monitoring, self care support and video checkups actually wind up saving money, across the board (patients, employers, insurance and taxpayers). If it does, the market will demand it
Posted on 8/29/20 at 11:54 am to cgrand
What do you think about EHTH?
Are they going to fix their issues and bounce back? Despite their statement that the outgoing COO had been planning to leave since January, I'm skeptical that this wasn't directly related to their internal issues that were raised in the last earnings call.
Are they going to fix their issues and bounce back? Despite their statement that the outgoing COO had been planning to leave since January, I'm skeptical that this wasn't directly related to their internal issues that were raised in the last earnings call.
Posted on 8/30/20 at 10:28 am to whitefoot
I don’t follow that one but on the periphery the news hasn’t been good.
Some execs just did big stocks buybacks so who knows.
one thing that has been clear to me though is that the user market will go to the best in class platform no matter how big or well established it is. It’s why innovation on the developer side is so key and why I do think that the “danger” to stockholders from competition from the big 5 is overblown. Healthcare should be resistant to commoditization for that reason, patients have only now been given real options and I don’t think that an amazon for healthcare is where most people will elect to go.
Even a whiff of independence I think is enough to differentiate even if in the background all the data is still being harvested and sold (which it is).
one other thing on the consumer side...you need to build the brand. This is going to sound dumb but “livongo” is a terrible brand name, “teledoc” is a good one.
Some execs just did big stocks buybacks so who knows.
one thing that has been clear to me though is that the user market will go to the best in class platform no matter how big or well established it is. It’s why innovation on the developer side is so key and why I do think that the “danger” to stockholders from competition from the big 5 is overblown. Healthcare should be resistant to commoditization for that reason, patients have only now been given real options and I don’t think that an amazon for healthcare is where most people will elect to go.
Even a whiff of independence I think is enough to differentiate even if in the background all the data is still being harvested and sold (which it is).
one other thing on the consumer side...you need to build the brand. This is going to sound dumb but “livongo” is a terrible brand name, “teledoc” is a good one.
Posted on 8/30/20 at 10:35 am to cgrand
e-commerce on the other hand is quickly and dramatically consolidating. See the article I posted above on short video and the role it will play in consumer engagement in the virtual marketplace
I think the two (virtual healthcare and virtual commerce) don’t and won’t overlap that much. There should continue to be a difference between what gadget or commodity you buy and from who you buy it, and what platform you use to diagnose, treat and maintain your health. AI will have a huge role in both, but one side is discretionary and the other side is life and death
I might be wrong but I don’t think TDOC, LVGO, and the others have anything to fear from google or amazon or Microsoft. Those companies will be willing partners in the data market, they won’t want to kill it
I think the two (virtual healthcare and virtual commerce) don’t and won’t overlap that much. There should continue to be a difference between what gadget or commodity you buy and from who you buy it, and what platform you use to diagnose, treat and maintain your health. AI will have a huge role in both, but one side is discretionary and the other side is life and death
I might be wrong but I don’t think TDOC, LVGO, and the others have anything to fear from google or amazon or Microsoft. Those companies will be willing partners in the data market, they won’t want to kill it
Posted on 8/30/20 at 10:52 am to cgrand
doing some twitter scrolling with my coffee...tons of chat about PINS. Still cheap at 35 but maybe not for long.
I had it back in april at 16, sold and go back in/out a few times, missed the earning gap up in august. I’m in as of Thursday at 34
I had it back in april at 16, sold and go back in/out a few times, missed the earning gap up in august. I’m in as of Thursday at 34
Posted on 8/30/20 at 11:43 am to cgrand
HTBX
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