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re: Stocks on your watch list

Posted on 10/28/20 at 3:37 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
48772 posts
Posted on 10/28/20 at 3:37 pm to
Teladoc / Livongo Q3’20 Results (Combined):

-$394.9M rev (+109.3% YoY), 3.5% beat
-67% GM
-15% adj EBITDA margin
-TDOC Q4’20 guidance of 94% YoY growth on the high end (5.5% raise)
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/28/20 at 3:42 pm to
ETSY had a nice report. Don't see what justifies TDOC to drop and ETSY to hold steady, while PINS blows its load.
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 10/28/20 at 3:54 pm to
The TDOC/LVGO combined numbers are great.

FSLY with good enough numbers it may rebound from here.

PINS crushed good for them
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/28/20 at 3:54 pm to
Am I wrong with this:

PINS great long term hold.

FVRR, ETSY great while covid is a concern. (TDOC too).
This post was edited on 10/28/20 at 3:55 pm
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/28/20 at 3:56 pm to
I finally bought PINS today on the Dip and had no idea today was earnings day...kind of sloppy actually.
Sometimes you get lucky, they are up 27% after hours!
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 10/28/20 at 4:00 pm to
I don't get why dome explode and others don't.
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 10/28/20 at 4:01 pm to
I think those are all great long term holds.

I don't see PINS as different from the others you listed.

Of those companies I like ETSY the most
Posted by djrunner
Baton Rouge
Member since Jun 2010
5593 posts
Posted on 10/28/20 at 4:23 pm to
Wish I new.
Posted by cgrand
HAMMOND
Member since Oct 2009
48772 posts
Posted on 10/28/20 at 5:05 pm to
quote:

Of those companies I like ETSY the most

you are going to want to be in ETSY during Q4
Posted by cgrand
HAMMOND
Member since Oct 2009
48772 posts
Posted on 10/28/20 at 5:24 pm to
$LVGO QoQ member adds:

FY 2018: +59,996

Q1 2019: +50,314
Q2: +28,766
Q3: +14,881
Q4: +14,885

Q1 2020: +105,300
Q2: +82,000
Q3: +32,000

Livongo added 219,300 members this year ALONE.

They started the year with 222,700 TOTAL members.
Posted by Eric Nies Grind Time
Member since Sep 2012
25506 posts
Posted on 10/28/20 at 5:29 pm to
After hours Pins can not be stopped, it can not be reasoned with
Posted by cgrand
HAMMOND
Member since Oct 2009
48772 posts
Posted on 10/28/20 at 5:31 pm to
what a ridiculous afternoon this has been
at close I was down 3K
at 330 I was down 13K
at 530 I’m almost back to even
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11958 posts
Posted on 10/28/20 at 5:32 pm to
I had a sell order in PINS call spreads that didn't fill
Posted by Allthatfades
Mississippi
Member since Aug 2014
9336 posts
Posted on 10/28/20 at 5:53 pm to
Are y’all trimming some profits on PINS or letting it ride?
Posted by cgrand
HAMMOND
Member since Oct 2009
48772 posts
Posted on 10/28/20 at 7:19 pm to
PINS closed AH at 64.90 at the high of the day.
amazing

even more amazing, with all the wild market swings since last earnings (8/5), PINS’s lowest dip was from 38 to 35. Other than that it has risen slowly but steadily seemingly immune to selling pressure

PINS will be a monster
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11958 posts
Posted on 10/28/20 at 8:00 pm to
Selling at the open most likely. If you're in shares you're playing a different game then me though so don't think my opinion matters.
This post was edited on 10/28/20 at 8:01 pm
Posted by MrJimBeam
Member since Apr 2009
13074 posts
Posted on 10/28/20 at 8:07 pm to
I’m in mid 30’s. I’m long haul here. I keep trying to find new entry points but like said before, haven’t had too many large drops. Today was actually a good time but I wanted to see earnings first. Too bad
Posted by dltigers3
Collierville, TN
Member since Jun 2010
2207 posts
Posted on 10/28/20 at 8:10 pm to
Im debating on selling about 25% of my position in PINS so I can get back into fastly. I sold off all my fastly at 81 and put it into pins, but I believe the worst is over for fastly now
Posted by MrJimBeam
Member since Apr 2009
13074 posts
Posted on 10/28/20 at 8:17 pm to
Yeah I am about to really up my position in fastly. I sold off at 120 and rebought at 75. I’m selling off a few other positions tomorrow for more, just have to figure out what. It’s hard for me to do anything with PINS.
This post was edited on 10/28/20 at 8:18 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
48772 posts
Posted on 10/28/20 at 9:58 pm to
let’s pour one out for LVGO today...
this may have been their last earnings report, and as usual they crushed it.

I rode this thoroughbred from 48 to 150 in a matter of months, and it was on the way to 200 or 250 before the merger announcement. I still look at it on my dashboard every day and ponder “what if”

so long LVGO and thanks for all the fish
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