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re: Stocks on your watch list

Posted on 8/5/20 at 3:31 pm to
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 8/5/20 at 3:31 pm to
quote:

LVGO's earnings were going to make my pants tight and my wallet full...and now this shite


Yep, same here.

I guess the bright side is it's still amazingly even on the week and that TDOC+LVGO will be a powerhouse.

Still think LVGO played it's cards too soon.
Posted by cgrand
HAMMOND
Member since Oct 2009
48814 posts
Posted on 8/5/20 at 4:51 pm to
what an asskicking today
i'm off to get drunk

see yall tomorrow
Posted by castorinho
13623 posts
Member since Nov 2010
87463 posts
Posted on 8/5/20 at 5:20 pm to
I was "right" on ROKU
Posted by jimjackandjose
Member since Jun 2011
6748 posts
Posted on 8/5/20 at 5:22 pm to
Getting hammered AH. Dont understand that
Posted by HeLeakin
Member since May 2014
3653 posts
Posted on 8/5/20 at 5:26 pm to
Bought more TDOC before the bell. Glad to see it go up a bit during AH.
Posted by castorinho
13623 posts
Member since Nov 2010
87463 posts
Posted on 8/5/20 at 5:30 pm to
quote:

Getting hammered AH. Dont understand that
it sucks not it's still up 15% in the last month.
And I personally bought my last batch under $60 in March. So I'm not worried at all. Roku has a market cap of 19B. The growth potential is there
Posted by Saintsisit
Member since Jan 2013
5247 posts
Posted on 8/5/20 at 5:57 pm to
Cgrand, OTRK is starting to move!
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/6/20 at 7:21 am to
I sold my LVGO up 42% and I am not sure what to do now. TDOC is pretty low right now. Would it be the right move to go in on TDOC?

I don't know how the merger will work.
Posted by BZ504
Texas
Member since Oct 2005
13587 posts
Posted on 8/6/20 at 7:26 am to
Your LVGO shares will convert to TDOC at 0.59 shares for every LVGO shares and $11 cash for each LVGO share. My understanding anyway. I think it will rebound, but I’m curious.
Posted by cgrand
HAMMOND
Member since Oct 2009
48814 posts
Posted on 8/6/20 at 7:32 am to
morning all, it’s a new day with new opportunities.

let’s review the carnage:

-my FSLY losses are substantial but all on paper. I am not going to whine about a short term dip on a stock I am still up over 200% on. To have captured that loss I would have had to sell my position and incur short term capital gains anyway

-LVGO and TDOC are rebounding this morning. Same situation on paper with FSLY, still way up and the future is promising.

-the only loss of capital I had is on my 350 LVGO purchase yesterday. I should have waited but I didn’t. In any event I am down a real loss of $4.00/share. That is the number I need to recoup in the coming days elsewhere

-SQ, ETSY, SE all at all time highs. All have been very good purchases.
-NVTA recovered post earnings dip

Let’s see what happens today.
DDOG earnings upcoming


This post was edited on 8/6/20 at 7:38 am
Posted by LSURussian
Member since Feb 2005
134836 posts
Posted on 8/6/20 at 7:35 am to
quote:

LVGO and TDOC are rebounding this morning. Same with FSLY
According to my trading screen FSLY is down to $90/share or almost -18% this morning in pre-market trading.

Is my pricing messed up?
Posted by auisssa
Member since Feb 2010
4702 posts
Posted on 8/6/20 at 7:36 am to
Nope, that's the price
Posted by cgrand
HAMMOND
Member since Oct 2009
48814 posts
Posted on 8/6/20 at 7:37 am to
no I meant same with FSLY that my losses are on paper other than the shares I bought yesterday. Clarified my post
This post was edited on 8/6/20 at 7:39 am
Posted by LSURussian
Member since Feb 2005
134836 posts
Posted on 8/6/20 at 7:38 am to
Gotcha. Thanks.
Posted by papz
Austin, TX
Member since Jul 2008
9382 posts
Posted on 8/6/20 at 7:43 am to
Buying some BIGC lotto tickets for a long hold.
Posted by Crescent Connection
Member since Jun 2008
2398 posts
Posted on 8/6/20 at 8:01 am to
Anyone has a definitive answer to the conversion of LVGO to TDOC at the end of the year? Heard it was at 0.59 TDOC plus cash as of close on Aug 4, and hearing it’s 0.59 TDOC plus cash at time of merger in December. Hopefully, they will clarify during conference call.

Also, how bullish are we on OTRK?
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 8/6/20 at 8:06 am to
quote:

Anyone has a definitive answer to the conversion of LVGO to TDOC at the end of the year? Heard it was at 0.59 TDOC plus cash as of close on Aug 4, and hearing it’s 0.59 TDOC plus cash at time of merger in December. Hopefully, they will clarify during conference call.


I think they will clarify on conf call.

IMO the deal makes much more sense based off closing price on 8/4 and # of shares. To structure a deal based on closing price on an undecided date is extremely strange. What is to stop everyone from piling in a week before merger date for the $11 premium? Makes no sense

I think the deal is a lot better than a lot of the twitter people believe but I definitely understand their frustration bc LVGO still had a large run in it. I think people are just pissed they cashed out at 300% gains and not 1000%. LVGO/TDOC is a great partnership in the long run.

IT's good to see our girl cybercash28/madmarket still championing it
This post was edited on 8/6/20 at 8:10 am
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/6/20 at 8:14 am to
quote:

I think they will clarify on conf call.

IMO the deal makes much more sense based off closing price on 8/4 and # of shares. To structure a deal based on closing price on an undecided date is extremely strange. What is to stop everyone from piling in a week before merger date for the $11 premium? Makes no sense

I think the deal is a lot better than a lot of the twitter people believe but I definitely understand their frustration bc LVGO still had a large run in it. I think people are just pissed they cashed out at 300% gains and not 1000%. LVGO/TDOC is a great partnership in the long run.

IT's good to see our girl cybercash28/madmarket still championing it


So what is the smart move here? I'm new. I was hoping to hold on to LVGO for a while.
Posted by hiltacular
NYC
Member since Jan 2011
20202 posts
Posted on 8/6/20 at 8:21 am to
I sold some LVGO yesterday at $155 after the price shot up and started to come down. I am holding the rest until we get clarity on the deal.

I bought TDOC right around $200 yesterday and am inclined to add more if it goes below $210. I don't think I will add more to LVGO at this point.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/6/20 at 8:23 am to
quote:

I sold some LVGO yesterday at $155 after the price shot up and started to come down. I am holding the rest until we get clarity on the deal.

I bought TDOC right around $200 yesterday and am inclined to add more if it goes below $210. I don't think I will add more to LVGO at this point.



I sold LVGO yesterday too. TDOC is at 202 right now.

It is 217 "before hours". I am not sure what that entails if I were to buy in.
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