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re: Stocks on your watch list

Posted on 10/8/20 at 11:57 am to
Posted by fallguy_1978
Best States #50
Member since Feb 2018
53508 posts
Posted on 10/8/20 at 11:57 am to
quote:

AYX wow

I dumped a few K that I had in DAL for this one last Wednesday.
Posted by cgrand
HAMMOND
Member since Oct 2009
48794 posts
Posted on 10/8/20 at 1:27 pm to
NVTA holding 52, building a nice base above 50.
this one is shaping up really nicely

Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26745 posts
Posted on 10/8/20 at 1:51 pm to
quote:

why would you do that



To use proceeds to buy LVGO
Posted by el Gaucho
He/They
Member since Dec 2010
59132 posts
Posted on 10/8/20 at 3:03 pm to
GameStop went up like 45% I sold down at 30% for a good profit but missed a little I guess

Then I bought back in like an idiot
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 10/8/20 at 5:11 pm to
quote:

To use proceeds to buy LVGO


Should buy AMWL instead. I think LVGO is at or near ceiling for considerable future. Meanwhile AMWL is just hitting their stride, so to speak. I dropped 20k in Them 2 weeks ago and have already almost doubled my money. Expecting 50 by EOY.
Posted by bass
Member since Oct 2016
4810 posts
Posted on 10/8/20 at 5:18 pm to
I just spent $100 for 100 F 7.50 calls expiring tomorrow. I need someone with big money to push F up to 9 where it belongs.
Posted by TigerHouTexas
Member since Jul 2020
17 posts
Posted on 10/8/20 at 11:01 pm to
I posted about KIRK in late Aug, I’m not a big fish and I’m not paying a service. Then the stock was $7.75 and now $10 AH. ER is 28Nov and I think they should be favorable. The number of stores have decreased and earnings maintained last qtr.
Posted by Allthatfades
Mississippi
Member since Aug 2014
9341 posts
Posted on 10/9/20 at 6:19 am to
RKT looking like it might run a little.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/9/20 at 6:37 am to
JPMorgan lifts Rocket Companies (NYSE:RKT) to an Overweight rating after having it slotted at Neutral.

"Our Overweight rating is based upon our view that shares offer relative upside as investors rotated toward more credit-sensitive stocks. We see upside in the near term from GOS and volume as primary/secondary spreads remain elevated," writes analyst Richard Shane.

JP lowers the December 2021 price target to $28.50 from $31, based on a 17.0X multiple applied to its FY22 EPS forecast of $1.69.

Shares of Rocket are up 5.80% premarket to $24.05.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/9/20 at 6:40 am to
I'm looking to drop RKT. I have several other things I would like to get into and I think RKT will be cyclical.

I just printed out all 5 of ARK ETF's and was shocked at how many I have on their lists.

I am about to build my own 5G ETF. Spent the last few months getting the companies I want to buy.

Looking hard at one of DQ, ENPH, SEDG, or BE. I will probably grab the one that has 5G implications, but DQ is killing it.
This post was edited on 10/9/20 at 6:40 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/9/20 at 6:45 am to
Got a SeekingAlpha alert that the TikTok ban was blocked by a judge, Justice Department appealing.
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 10/9/20 at 7:28 am to
quote:

I think LVGO is at or near ceiling for considerable future.

What makes you think that? They’re going to blowout earnings again and the TDOC vote is in 3 weeks, so that will be settled soon.
Posted by cgrand
HAMMOND
Member since Oct 2009
48794 posts
Posted on 10/9/20 at 7:37 am to
I’m still very heavy in LVGO/TDOC
too heavy probably but if it works out I’ll be one happy MFer
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 10/9/20 at 8:28 am to
I sold all of my LVGO at 135 during the carnage. I bought in at 50 and through its growth it became roughly 40% of my portfolio, so it was time to scale back. I bought back in with TDOC at 195, so I'm riding again at about 1/3 of my original position.

I'm a big believer in LVGO/TDOC.

Posted by cgrand
HAMMOND
Member since Oct 2009
48794 posts
Posted on 10/9/20 at 8:36 am to
what will be extremely interesting is that they will release separate earnings reports in early NOV for 3Q. What if LVGO earnings are a blowout and TDOC are just so so?

or both are a blowout?

one can’t move without the other.
also there should be a digestion period after the merger is finalized. There will be a huge cash payout to LVGO holders via dividend
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 10/9/20 at 8:51 am to
I am expecting both to run up through earnings.

On another note, APPS has been such a winner. Bought it on a whim a few weeks back and now am up 50%
Posted by ynlvr
Rocket City
Member since Feb 2009
5546 posts
Posted on 10/9/20 at 9:00 am to
quote:

APPS

Damn son, APPS up 10X from bottom in March
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 10/9/20 at 9:15 am to
I actually bought APPS at 23 with some of my LVGO profits back in August. I think I posted about it in here somewhere. I'm not in love with the tech, because it seems like bloatware, but there's a market for it and they're running with it.
Posted by cgrand
HAMMOND
Member since Oct 2009
48794 posts
Posted on 10/9/20 at 9:21 am to
what do they do?
it’s on my watch list mocking me
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 10/9/20 at 9:22 am to
I bought at $25 around the same time i started playing the back and forth with grwg. I know very little about it but man 50% in a few weeks I’m tempted to cash out
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