Talking Stocks 2.0

[beshannon]

Originally Posted by Kliminator

What do folks here think of servicenow (NOW)?

I like the company and think it could be a good investment depending on your portfolio. I am long CRM so that is my holding in the space

[beshannon]

Strange day, ADP report, stimulus talks, end of quarter window dressing . . .

I am not unhappy that the markets are up +380 but I do not trust this move

[KaVo8]

Originally Posted by beshannon

The stock is a very thinly traded stock with little float and 5.6% short interest. It would not take much to move the stock and it could easily reverse in the same way.

It may have gotten a pop from the Semi space and people looking for a low priced stock to throw money at.

Thanks for your input.


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[blown5.0]

Anyone thinking of picking up Palantir?

[beshannon]

Originally Posted by blown5.0

Anyone thinking of picking up Palantir?

No I am not

https://seekingalpha.com/article/437...for-perfection

https://seekingalpha.com/news/361190...s-airbnb-talks

[beshannon]

Hope is not an investing strategy

The same thing that ran the markets up this morning are now taking it back down, no stimulus

+360 now after being up +573

Trade your positions not emotions

[JParm]

https://www.barrons.com/articles/mic...?mod=hp_LATEST

14 "cheap" stocks with solid growth prospects, according to Barrons.

Interesting to see FB, GOOGL, MSFT all here and while multiples are higher than years past, I do agree that they still have the legs to run.

I'm in FB and GOOGL but out of MSFT and not looking to reenter, as I'm looking for other higher growth prospects.

[beshannon]

Originally Posted by jpeezy14@hotmail.com

https://www.barrons.com/articles/mic...?mod=hp_LATEST

14 "cheap" stocks with solid growth prospects, according to Barrons.

Interesting to see FB, GOOGL, MSFT all here and while multiples are higher than years past, I do agree that they still have the legs to run.

I'm in FB and GOOGL but out of MSFT and not looking to reenter, as I'm looking for other higher growth prospects.

Good article, I am long MSFT, BMY, ABBV

[beshannon]

Not much of a move from Jobless claims at 837K down 36K

Futures holding up +190

[beshannon]

Amazon price target raised at Pivotal on undervalued ad business

https://seekingalpha.com/news/361886...ed-ad-business

[JParm]

https://www.jdpower.com/business/pre...sfaction-study

AMWL ranked #1 for customer satisfaction in the Telehealth B2C space.

[beshannon]

Originally Posted by jpeezy14@hotmail.com

https://www.jdpower.com/business/pre...sfaction-study

AMWL ranked #1 for customer satisfaction in the Telehealth B2C space.

While I agree that this is the future, I have concerns based on a family member where this "telehealth" presents real problems. Between HIPAA and technology challenges, trying to set up meetings has been a major problem.

If they can work this out I believe this will be a great future

[JParm]

Originally Posted by beshannon

While I agree that this is the future, I have concerns based on a family member where this "telehealth" presents real problems. Between HIPAA and technology challenges, trying to set up meetings has been a major problem.

If they can work this out I believe this will be a great future

Definitely in its infancy and there will be growing pains.

This is a long-term hold for me and any profits within the 1st 5 years or so of this IPO will be icing; otherwise, my outlook is past that 5 year mark to reassess (pending any huge blowout news that would make me think otherwise).

[-dustin]

Opened small positions in AMWL and GDRX. Thought I had waited long enough for GDRX to stabilize...

nope.

I've had my eye on it since IPO, and plan on keeping it around for a while. Not totally sold on telehealth to go big on it, but do think it's here to stay. I feel GoodRX's position in the pharmacy helps their position overall. For now. No telling what'll happen in a year.

[logo]

Originally Posted by beshannon

While I agree that this is the future, I have concerns based on a family member where this "telehealth" presents real problems. Between HIPAA and technology challenges, trying to set up meetings has been a major problem.

If they can work this out I believe this will be a great future

I would agree with you on this. My feeling has been that across the telehealth space, there is still not a clearly perfect business to invest hugely in. I think AMWL and TDOC are the best we have currently, but not convinced yet that they will be the superstars of the future, for reasons that you mentioned. These are also great example of companies that use tech, but aren’t necessarily major tech pioneers and that’s the key missing piece for developing a great telehealth business in my opinion. Sticking an MD on the other end of a video call is not telehealth innovation. That said, I have a position in TDOC, and have been following AMWL and others for potential opportunities to start a small position.

[JParm]

https://www.businesstimes.com.sg/gar...p-target-msmes

Big moves for SE and V here (long SE).

Another e-commerce / Fintech partnership win.

[beshannon]

Did not think this rally would hold, yesterday made no sense and we are now down -75 after being up earlier

Shopping list is ready but we need to break back below 3204 on the S&P for me to be a buyer.

[glenn_herwig]

I loaded up on some JDST. I think gold is kinda overvalued here. And it’s been awfully correlated to equities. If we get dip in market I think gold goes with it. Just my 2 cents.

[beshannon]

Going to be a crazy day, final jobs report before the election and that other news, stay focused, this is a treacherous time

Trump Has Covid-19, Jobs Report, Amazon - 5 Things You Must Know Friday

https://www.thestreet.com/markets/5-...-friday-100220

[avidflyer]

Originally Posted by beshannon

Going to be a crazy day, final jobs report before the election and that other news, stay focused, this is a treacherous time

Just saw that, hope it doesn’t get to crazy....Boris came out of it ok. Hopefully market will stabilize.

[JParm]

After this morning's big news, I'll be on the sidelines today, especially it being a Friday.

We'll see where this week ends and how things begin to shake out next week. If we have a rough one today, not sure the weekend will be enough breathing room for a quick pick-me-up on Monday.

Will be monitoring the VIX closely.

[dmash]

Originally Posted by jpeezy14@hotmail.com

After this morning's big news, I'll be on the sidelines today, especially it being a Friday.

We'll see where this week ends and how things begin to shake out next week. If we have a rough one today, not sure the weekend will be enough breathing room for a quick pick-me-up on Monday.

Will be monitoring the VIX closely.

Days like today are always such a toss up for me.

Buy the dip opportunity, or wait out as it’s the beginning of something bigger

[JParm]

Originally Posted by dmash

Days like today are always such a toss up for me.

Buy the dip opportunity, or wait out as it’s the beginning of something bigger

That's exactly it - if pre-market is any indicator, I don't think this will be a big enough dip for me, personally.

With all the unknowns, I'm ok waiting it out until next week to see if we can actually move up or if we're going back to support levels around 3200.

[JWD531]

I had plans to dip back in today as I was expecting a low day today already. I may wait until Monday to see if it dips further. We’ll see.


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[beshannon]

Originally Posted by jpeezy14@hotmail.com

That's exactly it - if pre-market is any indicator, I don't think this will be a big enough dip for me, personally.

With all the unknowns, I'm ok waiting it out until next week to see if we can actually move up or if we're going back to support levels around 3200.

Originally Posted by JWD531

I had plans to dip back in today as I was expecting a low day today already. I may wait until Monday to see if it dips further. We’ll see.


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Discipline over conviction every time.

There could be reasons to buy today, it must make sense based on goals and strategy.

I have been looking to add to AMZN and AAPL, if they dip below my buy points I will buy. I also have a shopping list of names that I want to add so I am not worried here I am focused on opportunity. Generally I do not want to be a buyer on a Friday with this kind of news flow however, discipline tells me that if there were to be a huge washout, then perhaps toward the close I might be buying.

[logo]

I’ll assess the close and decide if I buy today or not. If there’s no buying pressure towards the end of the day then I’ll likely wait till next week. There are a few however that if they reach my buy point I may add a small portion (watching HD and NKE). There are others where I doubt they will meet my buy point today.

[beshannon]

Big bounce early, not chasing

[-dustin]

market isn't reacting as strongly as I had anticipated. was ready to pull the trigger on some more APPS and DKNG at opening. we'll see where this goes over the next hour.

[avidflyer]

Almost positive...(compared to the early numbers) Nothing seems to effect this market as long as we have the hopes of stimulus money...

[logo]

Volume has just been so thin lately. Unsettling.