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re: Stocks on your watch list

Posted on 10/2/20 at 9:37 am to
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 9:37 am to
quote:

Doctors and nurse practitioners are often on call


It doesn't matter if they are Dr's, NP's or PAC's, if face to face pays twice as much they will be trying to bring patients in. It is already happening, it is not a guess. This can change, especially with an administration change. You do realize that a lot of practices are run by NP's and PA's, they don't even have a Dr on staff?
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/2/20 at 9:39 am to
quote:

Insurance companies are paying half as much for a tel-med visit as they are for a face to face with most Dr's. Many Dr's cannot preform a visit without vitals and some have to have patients in clinic (PT's etc). There is room for growth but it is not looking as bright as it was.


I used to pay $40 for a monthly visit. It now costs $9.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 9:41 am to
That is your co-pay and changes with your plan.

Edit: Or are you talking about compared to face to face visits?
This post was edited on 10/2/20 at 9:43 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/2/20 at 9:44 am to
My co-pay of face-to-face (40) vs. telehealth (9)
Posted by cmlsu
Baton Rouge, LA
Member since Aug 2011
667 posts
Posted on 10/2/20 at 10:01 am to
quote:


It doesn't matter if they are Dr's, NP's or PAC's, if face to face pays twice as much they will be trying to bring patients in. It is already happening, it is not a guess. This can change, especially with an administration change. You do realize that a lot of practices are run by NP's and PA's, they don't even have a Dr on staff?


Yes, i understand clinic’s can have nurse practitioners running the show. When I say on call, I’m referring to after hours and weekends. A billable telehealth visit is advantageous at that time.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 10:03 am to
quote:

My co-pay of face-to-face (40) vs. telehealth (9)



Wow, even less than half. It changes depending on the specialty.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/2/20 at 10:05 am to
I really should have bought more FVRR. Dear lord.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 10:09 am to
quote:

Yes, i understand clinic’s can have nurse practitioners running the show. When I say on call, I’m referring to after hours and weekends. A billable telehealth visit is advantageous at that time.


Absolutely but there are still after hour clinics. If you read my original post I do think that there is room for growth for Tele-Med. However, 3 months ago we were thinking that Tel-Med was going to take the place of face to face visits and at least for now it looks like there are speed bumps slowing that down. I think it is a decent long term play. Watch legislation, if things change with ins payments there could be a big swing.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 10:10 am to
I swung and missed on that one...
Still a buy??
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/2/20 at 10:15 am to
I don't know. The day it goes red for a day or so I am buying more. It's closing in on PENN as by best investment and I just bought it on Sep 10. Up 30%.

I think I read where they are operating in like 150 countries.
This post was edited on 10/2/20 at 10:16 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/2/20 at 10:17 am to
I am taking a strong look at DQ. Will have to read more. I thought it was dairy queen or something.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 10:26 am to
Lol, I did too when it was first recommended to me... I am no guru and might put a couple of hours a week into research total. Let me know your thoughts, I am interested in feedback from some of you more studied guys on it.
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 10/2/20 at 10:29 am to
This is such a weird and confusing day. My gut is telling me to sit back and just watch for now
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 10/2/20 at 10:37 am to
Think I would be hesitant to buy a Chinese solar company. I think the best solar play would have been buying ENPH when the short report came out a couple months ago and it tanked but even that strategy comes with a ton of risk.

Solar is an interesting space right now. Obviously huge demand. I have personally put up large solar systems in a number of buildings, there are legit concerns over the product quality and long term viability. Being completely honest the only reason we do it is bc most often the solar companies replace our roofs.
This post was edited on 10/2/20 at 10:44 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/2/20 at 11:11 am to
Something just happened and everything dropped a little.
Posted by Jag_Warrior
Virginia
Member since May 2015
4292 posts
Posted on 10/2/20 at 11:28 am to
It’ll bounce around based on good and bad news snippets surrounding the ongoing stimulus talks.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/2/20 at 12:37 pm to
I am a hold with a fairly strong position. I am playing with house money at this point however. I think a change in the white house would give this a push whether deserved or not but it is doing well enough under this administration to hold.
Posted by cgrand
HAMMOND
Member since Oct 2009
48797 posts
Posted on 10/2/20 at 1:44 pm to
ROKU 201
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/5/20 at 8:52 am to
quote:

Think I would be hesitant to buy a Chinese solar company.


DQ up another 7.5% for those watching.
Posted by Drew Orleans
Member since Mar 2010
21577 posts
Posted on 10/5/20 at 9:11 am to
Can’t decide whether to sell my 150 November call or keep riding the wave.
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