re: Stocks on your watch list

quote:

---

i get that, but investors have a right to some protection in the meantime.

---

Why? Their "protection" is they can liquidate their shares and take their money and go home.

Since there's always a chance the merger is called off for some reason, the companies remain independent entities until the actual approvals are obtained.

quote:

---

i get it, i just dont like it.

---

quote:

---

speaking of math, heres some.
between yesterday's and today's rat-killing, i'm down 25G's on paper. and yet, still only 1,700 down for the week, and i havent sold anything

---

I’ve been going back and forth between 3 options with my shares of LVGO (about 400 total)...

A.) Do nothing, let the merger happen and have all LVGO convert to TDOC on acquisition date. Also with the do-nothing and hold approach, have the possibility that this merger gets declined by shareholders and LVGO continues its parabolic ways (which a small part of me wants to see).

B.) Sell all LVGO now and convert to TDOC, and be done with it.

C.) Sell all LVGO, put it in SE, AAPL, AMZN, etc in the meantime, try and outpace ROI if it was in LVGO/TDOC, and sell/reinvest back into TDOC in December.

I’m leaning towards option C, mostly because I think I can get higher returns the next 4 months in other holdings, but that’s speculation on my part.

I’m a believer in the merger long-term, just sad to see LVGO’s astronomical run end.

I hope the deal fails

quote:

---

C.) Sell all LVGO, put it in SE, AAPL, AMZN, etc in the meantime, try and outpace ROI if it was in LVGO/TDOC, and sell/reinvest back into TDOC in December.

---

I could see the LVGO price going up another 10% between now and the merger, as TDOC price increase to the $250 range. Add in the $11 premium you get at the merger date and I think a case can be made you can make 15%-20% holding the stock for the next few months. I think it has bottomed but obviously that could be wrong.

Will that outpace the ROI of reallocating those funds? I am not sure.

that’s based on a new position though at LVGO 135 right?
if you are in LVGO at lower (I’m in at 100 overall) I don’t think the math works

I have 290 at 50 and 350 and 138.
the problem is that the merger is based on number of shares not LVGO or TDOC share price. If I stay at 640 yes I get the 11/share plus 60% TDOC but what about my profits on the 50 dollar shares of LVGO?

At the merger the 138 dollar shares have the same value as the 50 dollar shares in terms of return.

I suck at math, am I understanding this wrong?

Your profit per share is much higher at the lower price. As TDOC price increases LVGO will as well - merge arb.

I personally expect TDOC price to go up so I think risk of holding LVGO right now versus using the money in other investments is worth it.

Added AYX at $125

Looks like a good swing play. Putting a limit order in at 123.

its not SaaS though...i think AYX is seen a great tool when times are good, but not required. in other words, its customers dont depend on it to operate