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re: Stocks on your watch list

Posted on 12/11/20 at 3:35 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/11/20 at 3:35 pm to
nice week for me despite the T/W/Th rollercoaster.
3.5% overall gain and my positions are all either at highs or growing back towards them.

13 trading days left...
Posted by deaconjones35
Thibodaux
Member since Sep 2009
9896 posts
Posted on 12/11/20 at 4:16 pm to
And PINS stays above 70.
Posted by molsusports
Member since Jul 2004
37504 posts
Posted on 12/11/20 at 10:12 pm to
Reading a little about Disney and ran across speculation that llnw may be bought by either Disney or Cisco. The recent floor for llnw seems to be around 4. I don't know whether this is a good gamble but am considering.
Posted by deaconjones35
Thibodaux
Member since Sep 2009
9896 posts
Posted on 12/12/20 at 8:40 am to
Bought LLNW around 6 right before it tumbled. Have 450 shares now averaging down to 5.50. I’ve been planning on holding long term and picking up more. They missed their last earnings, but from what I understand they are still in a good position. Hopefully it starts running up a bit on the way to their next earnings report. I’ve seen the talk about Disney and Cisco, but I think it may be more wishful thinking from people that have been holding for a while.
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/12/20 at 2:59 pm to
looking at some charts this morning

TDOC is trading now at the same price it was in april.
plenty of leaks and valleys (and one huge merger) in between.
the averages are starting to converge in a narrow band as it trades in a range

I believe strongly that their 4Q earnings (which will include LVGO) will be stratospheric. They only provided partial guidance at the last call and we are completely in the dark now on how the LVGO unit is performing. LVGO was up 400% for the year for a reason.

I’m not buying any more because it’s way overweight in my pile, but below 200 here should be a very good entry. TDOC is almost all owned by institutions and they’ve been piling in while they can. Once the big insurers codify coverage for telehealth after COVID (and they are doing so already) it’s going to be a money machine
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26743 posts
Posted on 12/12/20 at 3:01 pm to
I may have to hold my nose and get back in
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/12/20 at 3:06 pm to
honestly anyone who hasn’t been in all summer and fall hasn’t missed anything. How many other opportunities can you say that about?

all the other big movers are at highs. If you didn’t buy months ago you missed the move. I think TDOC and ROKU are the two with “buy me now” sirens flashing

PINS I love but it’s pretty extended.
SQ, SE, FSLY, ETSY, etc are all stretched as well. Entries are hard to find.

TDOC is just standing there on the corner whistling
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26743 posts
Posted on 12/12/20 at 4:13 pm to
Agree with you. It needs to clear 200 with conviction and never look back.
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26743 posts
Posted on 12/12/20 at 5:56 pm to
Maybe I’m insane but I still like SE at a 90B market cap. I think it can be 400B in a few years
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/13/20 at 7:50 am to
major ceiling resistance at 205.
if 205 becomes support it could go for a ride.

ARK owns 1B in TDOC. That’s a 3.5% stake in a 29B company.
I don’t follow ARK all that closely but that’s a lot of capital to tie up on one name. At minimum that should give some confidence to us little fish.

4Q earnings on Feb 24
Posted by Allthatfades
Mississippi
Member since Aug 2014
9324 posts
Posted on 12/13/20 at 8:09 am to
You still think ROKU has more room to grow?
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/13/20 at 9:49 am to
in a year or so ROKU at 300 will be a distant memory.
I think it doubles from here
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/13/20 at 11:53 am to
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/13/20 at 1:01 pm to
quote:

$TDOC has made a partnership with one of the biggest insurance companies in Denmark $TOP to offer its services.

Healthcare in Denmark is "free" (paid through taxes) so it's going to be exciting to see if people are going to use its services.

TDOC is international and has been. LVGO is (was) not. If TDOC can leverage its international agreements to open these markets to LVGO subscriptions, look out

the western EU market is almost entirely socialized medicine. Couple that with the Canadian market and TDOC becomes basically a government contractor, at predictable and at high usage margins. If it’s “free” to the patient it’s going to be used
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 12/13/20 at 2:06 pm to
Been watching TDOC for a while. Held for a while with no dice.

Should be ready to blow up. I believe it will do well. Might be the right time to jump in.
Posted by deaconjones35
Thibodaux
Member since Sep 2009
9896 posts
Posted on 12/13/20 at 7:13 pm to
Pretty sure I’m finally going to get in this week. That merger stuff kept me away. The question is do I sell some of my current portfolio or put more cash in?
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/13/20 at 7:19 pm to
TDOC chart graphing volume by price (on the right).



the stock price is in an ascending wedge (resistance flat but higher support). The volume bars in the right show the relative number of shares held at a certain price. It’s a good illustration of the base built in the high 190’s. You can also see that the next “shelf” are shares currently being held at a loss. That would indicate that the price will likely settle there (demand becomes supply).

I think there’s twenty bucks of stock price just waiting there
This post was edited on 12/13/20 at 7:21 pm
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 12/13/20 at 9:00 pm to
Chance of pace. LCA is merging with GNOG. Vote its Friday. Should get passed and a nice bump .

Holding to $40 most likely
Posted by jlu03
San Diego
Member since Jul 2012
3357 posts
Posted on 12/14/20 at 12:33 am to
The more I read about Blackberry the more I like the company. Have a buy order for 500 shares tomorrow morning.
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 12/14/20 at 8:40 am to
NVTA 60
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