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re: Stocks on your watch list

Posted on 9/1/20 at 2:56 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
48808 posts
Posted on 9/1/20 at 2:56 pm to
PINS ATH
NVTA ATH
SQ ATH
Posted by dpier16
Member since Aug 2016
282 posts
Posted on 9/1/20 at 4:43 pm to
Starbucks (SBUX) is setting up nicely for a run. snagged a small position in the last few days.
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 9/1/20 at 6:07 pm to
quote:

Make that $140

And now $153 good god
Posted by el Gaucho
He/They
Member since Dec 2010
59142 posts
Posted on 9/1/20 at 6:07 pm to
Y’all think tsla will correct? I had set my mind on taking tendies around 600

Also thinking rkt keeps going
Posted by Mo Jeaux
Member since Aug 2008
63568 posts
Posted on 9/1/20 at 6:07 pm to
Why do you think so?
Posted by cgrand
HAMMOND
Member since Oct 2009
48808 posts
Posted on 9/1/20 at 8:10 pm to
quietly...

LVGO hit 142
TDOC hit 224

plenty of glowing praise lately in the trade publications for both anticipated Q3 earnings and the combined company potential. 142/224 leaves plenty of meat on the bone to get back to pre announcement highs for both, and remember that LVGO Q2 earnings were a blowout.

user retention for both of these companies is extraordinarily high.

two green days in a row here might suggest a more realistic market view and maybe the disappointment is fading
Posted by TigerHouTexas
Member since Jul 2020
17 posts
Posted on 9/1/20 at 8:17 pm to
Anyone have thoughts on KIRK marching up the ER? I grabbed some shares at 7.75 on 28Aug and they haven’t disappointed so far.

Also, any idea what news that’s hurting BNTX? I’n getting crushed there and haven’t seen anything but good news.
Posted by cgrand
HAMMOND
Member since Oct 2009
48808 posts
Posted on 9/2/20 at 6:41 am to
Berenberg analyst Ravi Misra upgrades Teladoc Health to Buy from Hold with a $252 price target
$TDOC
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 9/2/20 at 6:49 am to
Thought on DT? I really like them. A lot like FSLY as far as growth potential. Thinking about starting a position with free cash. Or buying some long calls
Posted by cgrand
HAMMOND
Member since Oct 2009
48808 posts
Posted on 9/2/20 at 7:01 am to
did a quick search, a lot to like there especially recurring revenue. They are a direct competitor to DDOG which has flatlined since their earnings report.

seems to be in a recent uptrend which is where I like to buy.
I may trim some things today and I’ll put this one on my list. I’ve got five positions at ATHs and it’s making me jumpy

you still heavy in SE?
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 9/2/20 at 7:11 am to
No I sold it all at 140, 150% gain. Although I really like them long-term I thing there will be another buying opportunity this fall.

I feel like a bit of a correction may be coming especially with all these kids getting Covid back at school. Might rattle the markets a bit. 2 of my nephews caught it at LSU already, said all of their friends have it too.

Tech co’s not making any money are gonna get pounded imo

But I really don’t know at this point......
Posted by TitleistProV1X
Member since Nov 2015
3649 posts
Posted on 9/2/20 at 7:20 am to
I’m still riding the DOCU train. Initial position was in the mid 50s. This is the biggest winner I’ve ever had, might hit $300 if they have a good earnings report tomorrow.
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 9/2/20 at 7:21 am to
Or more. Look at ZM.
Posted by cgrand
HAMMOND
Member since Oct 2009
48808 posts
Posted on 9/2/20 at 7:23 am to
I’ve still got 120 @ 103.
$165 at the moment might be a good exit, although SE Asia seems to be doing better than we are at present

tech futures up a full 1% this morning LOL
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 9/2/20 at 7:27 am to
I think I'm gonna ride with SE for a while. Their earnings report was ridiculous, and did not take the dreaded earnings dip like a lot of other tech did.

I am intrigued, and want to see where it goes
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 9/2/20 at 7:31 am to
quote:

tech futures up a full 1% this morning LOL


Yeah almost a daily thing now. Apple may be worth 2.5T by the end of the week.

Never been scared of the market but this is making me a little jumpy too.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 9/2/20 at 7:31 am to
SE has been a rock
Posted by cgrand
HAMMOND
Member since Oct 2009
48808 posts
Posted on 9/2/20 at 7:32 am to
what I really should do is sell the 350 LVGO I bought on 8/5 at 138 now that I’m out of the red on it. That would get my cost basis back into the 50’s on 300 shares and lower my exposure

it seems like the right thing to do...
Posted by reds on reds on reds
Member since Sep 2013
4951 posts
Posted on 9/2/20 at 7:40 am to
I don't think that's how the cost basis works but I could be wrong.

I always thought it was first in, first out.
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 9/2/20 at 7:40 am to
Well I think there is still a lot of value out there.

I think WMT is severely undervalued given their recent moves. They are basically taking on Amazon, if they can execute, look out. Same day delivery on everything plus groceries is a huge market.

Maybe I’m different than most but whole food isn’t that appealing to me......Amazon’s grocery anchor. I love the produce but it is overpriced, like everything in the store.

But, I hate Walmart too ha. Especially going into the stores. They really need to streamline the app also, it’s harder to find stuff than amazon.

All these 150 dollar WMT calls coming in seem to think so too

Sorry for rant.....
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