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re: Stocks on your watch list
Posted on 12/16/20 at 8:15 am to reds on reds on reds
Posted on 12/16/20 at 8:15 am to reds on reds on reds
quote:
Agreed. Hard to see doctors wanting to use telehealth when they aren’t getting paid the same as when they do in person visits.
It might generate a lot more volume due to the convenience and time saving factors. As a related example, I have bought a great number more books now since I have Kindle on my iPad because I can find anything and download it quickly and easily. I used to have to go and browse Barnes & Noble which was always an hour or two round trip. Now it is a five minutes.
2
Posted on 12/16/20 at 8:24 am to Auburn1968
$187 Teledoc. Good entry point?
I’m talking about 2 shares here, I’m not a baller but this will tangly be 5% of my portfolio.
I’m talking about 2 shares here, I’m not a baller but this will tangly be 5% of my portfolio.
Posted on 12/16/20 at 8:26 am to supadave3
195 was a great entry point too. Ha
Posted on 12/16/20 at 8:27 am to supadave3
Cathie and ARK have been buying TDOC every single day for the past week. Take that FWIW.
Posted on 12/16/20 at 8:28 am to djrunner
quote:
What you are not seeing is that the majority of specialties can and will not use Telehealth after the covid scare. In fact they are not now.
Where are you getting this? Anecdotal evidence? TDOC visits were up over 300% when compared to Q3 last year...and again, focusing on just virtual doctors visits is disregarding the Livongo merger, which is a huge growth market, as well--maybe more stable than the future of virtual doctors visits at this point.
You're also saying "new administration" and disregarding that a large portion of the Telehealth market's growth will be international, where TDOC is well positioned.
Anyways, we obviously have different opinions on this that won't change, so I won't drone on.
Posted on 12/16/20 at 8:29 am to TheChosenOne
quote:
Amazon is building a telehealth business and pitching the service to major employers including Zillow, five people familiar with the matter, who were not authorized to talk to the press, told Business Insider. It's a part of Amazon's massive ambitions in healthcare. In November, it announced Amazon Pharmacy, a drug-delivering business in 48 states with steep discounts for Prime members. Through Amazon Care, the $1.6 trillion shipping giant is getting into the business of actual medical services for the first time, dealing with patients, their protected health information, and their doctors.
Posted on 12/16/20 at 8:30 am to TheChosenOne
My pain management specialist used telehealth for a while, but stopped. It WAS great. Monthly visits are pretty much forced. It's a 5 minute meet up to just go through the particulars.
This post was edited on 12/16/20 at 8:32 am
Posted on 12/16/20 at 8:32 am to cgrand
Well that will cause a bit of a dip today.
Posted on 12/16/20 at 8:35 am to cgrand
Perfect timing 
The pharmaceutical component makes sense due to their logistical prowess. My wife is a pharmacist and Amazon jumping in has been the elephant in the room for a while.
ETA: I'm busy this morning and can't check it, but last I read, Amazon basically built a virtual nurses office. There's no indication, as of now, that they will expand into specialized medicine. "As of now" is the key, obviously.
The pharmaceutical component makes sense due to their logistical prowess. My wife is a pharmacist and Amazon jumping in has been the elephant in the room for a while.
ETA: I'm busy this morning and can't check it, but last I read, Amazon basically built a virtual nurses office. There's no indication, as of now, that they will expand into specialized medicine. "As of now" is the key, obviously.
This post was edited on 12/16/20 at 8:40 am
Posted on 12/16/20 at 8:38 am to Eric Nies Grind Time
I'll say it again, I picked a bad week to get into TDOC.
Concerning teleheath moving forward, our kid's pediatricians said they will stay with it. I think alot of doctors will adjust their business plan because volume can increase. Also, I'm sure at some point they will be able to charge more for a televist for the convienince.
Concerning teleheath moving forward, our kid's pediatricians said they will stay with it. I think alot of doctors will adjust their business plan because volume can increase. Also, I'm sure at some point they will be able to charge more for a televist for the convienince.
Posted on 12/16/20 at 8:39 am to TheChosenOne
Well...Peloton is approaching my sell price...that's nice at least.
Posted on 12/16/20 at 8:46 am to deaconjones35
TDOC, ETSY, and FVRR hate vaccine news. That much is apparent. They got destroyed when the news first came out.
Posted on 12/16/20 at 8:54 am to METAL
quote:
195 was a great entry point too. Ha
Thank God I got distracted and didn’t purchase any yet. It’s now at $183. Eesh.
Posted on 12/16/20 at 8:56 am to supadave3
In other news, APPS may test 50 today.
Posted on 12/16/20 at 8:59 am to TheChosenOne
DKNG finally making a bit of a move
Posted on 12/16/20 at 9:02 am to hiltacular
I was in on GRWG at $14, sold at $21 and have watched it continue to climb up to $36 today. When am I going to stop being a coward and buy back in?
Posted on 12/16/20 at 9:07 am to supadave3
Damn I sold grwg at 33 after it ranked a few days
I’m not even sure what to do at this point everything I put money into drops
I’m not even sure what to do at this point everything I put money into drops
Posted on 12/16/20 at 9:21 am to Auburn1968
quote:
It might generate a lot more volume due to the convenience and time saving factors.
Yea, and it might not. Think about the process of going to the doc. You see the doc for 10 minutes, maybe 15. And they get paid twice as much to do face to face. It will come down to the specialty. Most Family med in my opinion will start with a Telehealth call and be followed up with a face to face if needed. Most specialties will not require such.
Posted on 12/16/20 at 9:27 am to xxTIMMYxx
quote:
My pain management specialist used telehealth for a while, but stopped. It WAS great. Monthly visits are pretty much forced. It's a 5 minute meet up to just go through the particulars.
My career keeps me in Dr offices including PM's. They get paid half as much for telehealth.
You still in DQ?
Posted on 12/16/20 at 9:27 am to djrunner
CYDY up almost 10% today at 3.78
In July it was almost 9.00
Plenty room to run
In July it was almost 9.00
Plenty room to run
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