re: Stocks on your watch list

TDOC/LVGO rebounded nicely. I bought back into TDOC yesterday evening around $211 after seeing their numbers were good and the drop didn't really make sense.

On the flip side, sold half of PINS before close. Over thought it and getting beat down all day had me risk adverse. Oh well, still got some of the pop.

Futures already turned negative

I sold and got back in heavy with just TDOC at 195. Holding for the longterm and wish I had AH trading in my main account so I could have bought more when it tanked last night.

You sold your sweetheart, Roku?

I think PYPL is up there with SQ as a good investment.

Twilio can suck my balls right now (you too APPS!). I expect they will be back. The price target on TWLO is like 375-385. I have no clue about apps, but I anticipate it will return to form as the covid lockdowns continue, but maybe I am wrong on that.

MSFT came out with a great report a few days ago and it is getting nailed. I don't understand it. I am dropping MSFT as soon as it gets close to even. Can't stand that stock.

Is the ROKU price target still 255?

I think LVGO was well on it's way to being a 300 stock with just the US market. It's an insurance company's wet dream. TDOC introduces access to the international market and additional customer base. That's not even mentioning the future of telemedicine and TDOC being primed to lead the way. I won't speculate about when it will hit 300, but I have no doubt that it will.

There are price targets out there for apps at 40. I think it just got beat down after the insane run with a general market pullback from uncertainty and profit taking so investors can move into other tech stocks and other sectors. APPS earning report next week will be huge. If they blow it out again, I think it cements them as another monster growth tech/ad stock.

yes I do want to get in APPS

watch ETSY and LVGO/TDOC today, patterns have been for nice bounces after good earnings if there was a dip in AH.

ETSY upgraded to 169-170 already this morning by two analysts

as for RKT I have no idea, don’t follow

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for the rest of the year I think I’m set up pretty well. E-commerce, payments, advertising should all ramp up thru the holidays. I have one more big earnings day on 11/5 then it should settle down

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Speaking of 11/5....what’s your expectations for NET? Do you think it benefits with earnings being announced right after the election? (Hope election doesn’t take too long to declare a winner)

NET I think is way undervalued. They have way more customers than FSLY does just a different pricing model. Cloudflare is everywhere