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re: Stocks on your watch list

Posted on 8/5/20 at 8:39 am to
Posted by poncho villa
DALLAS
Member since Jul 2010
19118 posts
Posted on 8/5/20 at 8:39 am to
I got out of LVGO while the getting was good
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 8/5/20 at 8:48 am to
Added TDOC at $211
Posted by cgrand
HAMMOND
Member since Oct 2009
48814 posts
Posted on 8/5/20 at 8:52 am to
350 LVGO @ 138
Posted by LSUregit
Member since Dec 2013
1693 posts
Posted on 8/5/20 at 8:56 am to
Bought in at $213




- added at $200
This post was edited on 8/5/20 at 9:22 am
Posted by HeLeakin
Member since May 2014
3653 posts
Posted on 8/5/20 at 8:59 am to
Missed the bottom of the dip but got in at 214
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 8/5/20 at 9:01 am to
TDOC dropping makes no sense. They acquire one of the biggest growth names in the industry and the price drops?

LVGO I understand more
This post was edited on 8/5/20 at 9:02 am
Posted by MrJimBeam
Member since Apr 2009
13077 posts
Posted on 8/5/20 at 9:02 am to
Yeah I may re-buy into LVGO as well. Gonna re-organize a few stocks to do it.
Posted by poncho villa
DALLAS
Member since Jul 2010
19118 posts
Posted on 8/5/20 at 9:02 am to
people don't like change I guess.
Posted by LSUregit
Member since Dec 2013
1693 posts
Posted on 8/5/20 at 9:04 am to
SQ printed for me. Been in it awhile, going to trim some today.



- added more to TWLO today
This post was edited on 8/5/20 at 9:07 am
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 8/5/20 at 9:15 am to
quote:

TDOC dropping makes no sense. They acquire one of the biggest growth names in the industry and the price drops?

Yea, I don't get it. I've enjoyed some illogical positive moves over the last few months, so I guess we have to take negative ones too.



Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 8/5/20 at 9:15 am to
Really thinking about jumping in TDOC @ 205
Posted by blueboxer1119
Baton Rouge
Member since May 2013
9782 posts
Posted on 8/5/20 at 9:17 am to
quote:

Added TDOC at $211


Me too...

Not feeling good about that decision...
Posted by igoringa
South Mississippi
Member since Jun 2007
12382 posts
Posted on 8/5/20 at 9:23 am to
I wish you guys all the best - you have nailed this.

I just can't grasp it though. Pro forma revenue this year of 1.3 billion, pro forma market cap at time of merger announcement was around $40 billion.

Over 30 times revenue? Just can't comprehend it. That being said, you guys have made coin on this and I havent lol
Posted by NoMercy
Member since Feb 2007
4755 posts
Posted on 8/5/20 at 9:24 am to
Out of LVGO at $130. Now trying to figure this mess out and see if TDOC is and good move and when the bottom hits.
Posted by MrJimBeam
Member since Apr 2009
13077 posts
Posted on 8/5/20 at 9:26 am to
Weird, I just bought more at 128
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 8/5/20 at 9:27 am to
Switched around and moved more into SE and AAPL, time for a small break from the craziness
Posted by NoMercy
Member since Feb 2007
4755 posts
Posted on 8/5/20 at 9:29 am to
I was in at $97. Was taking my profits now since I had not made heads and tails of this yet and the trend was still straight downward at the time.
Posted by eng08
Member since Jan 2013
6009 posts
Posted on 8/5/20 at 9:36 am to
Same, did it to capture the 45% gain since it’s in a retirement acct.

Might renter later.
Posted by BabyTac
Austin, TX
Member since Jun 2008
16630 posts
Posted on 8/5/20 at 9:38 am to
Added a lot more TDOC at 205. That drop makes no sense to me but then again I have zero idea of what I’m doing most of the time.
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 8/5/20 at 9:46 am to
I think loading up TDOC here is the move. Again, how is acquiring a very good company that aligns perfectly with your growth plan at a fair price a bad thing ?
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