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WILLSCOT MOBILE MINI (WSC) has been a pleasant little surprise for me since I bought it earlier this year.  I continue to see their mobile units everywhere.   :thumbup:

 
ConstruxBoy said:
Eh, a little in my opinion, but not as much. SAP implementations are generally huge projects costing tons of time and money and affecting all parts of a business. I can see some companies slowing down on that and holding for awhile. To me the CRM implementations from companies like Salesforce are smaller and more sales/customer focused, which may be more needed in such a changing customer environment as a result of the pandemic. I think most companies would focus more on the CRM side rather than going whole hog with a full ERP project. 
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As Salesforce has expanded their product portfolio beyond traditional CRM this is a little less true than before, but I would tend to agree.  I really think this is an SAP problem, with IBM getting caught in the shrapnel (as they should since they face many of the same issues with deployment).

 
beef said:
The play to hold LVGO?  I've been sitting on some was planning to hold, but starting to wonder if I should get out and see where TDOC settles before getting back on 
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I don't think there is a choice now. I added some TDOC, not sure if it's about the same as the cash or a bit more. I think it's a little more, but I like them both long term, so OK getting it at 195.

Also, SQ, SPOT and a small amount (more) of DKNG at the end of the day. Held off on starting some more. This is my list of potential buys next week:

DOCU, AAXN, AVGO, TTWO, CHWY, NVDA, QCOM, V, ESTC, FLGT (had before), SDGR, TXG, VITL, WIX, WD, LOB, NVTA, NOW, TEAM, ANET, CRWD, PAYC, WORK, VEEV, FB, PINS, ZNGA, IDXX, EQIX, ISRG 

Not in any particular order or preference, just stuff hanging on my watch list from articles and some recs that I didn't buy yet. Doubtful I will buy all of them, but ones I am looking at. I went with TDOC/SQ/SPOT today because they were down so much more and I like them. I may also add to existing positions. I put together my list of SPACs and stuff not doing so well or stuff doing fine (ASO) that I wasn't planning to hold long term. I could convert those into long term stuff I'd rather own.

 
stbugs said:
I don't think there is a choice now. I added some TDOC, not sure if it's about the same as the cash or a bit more. I think it's a little more, but I like them both long term, so OK getting it at 195.

Also, SQ, SPOT and a small amount (more) of DKNG at the end of the day. Held off on starting some more. This is my list of potential buys next week:

DOCU, AAXN, AVGO, TTWO, CHWY, NVDA, QCOM, V, ESTC, FLGT (had before), SDGR, TXG, VITL, WIX, WD, LOB, NVTA, NOW, TEAM, ANET, CRWD, PAYC, WORK, VEEV, FB, PINS, ZNGA, IDXX, EQIX, ISRG 

Not in any particular order or preference, just stuff hanging on my watch list from articles and some recs that I didn't buy yet. Doubtful I will buy all of them, but ones I am looking at. I went with TDOC/SQ/SPOT today because they were down so much more and I like them. I may also add to existing positions. I put together my list of SPACs and stuff not doing so well or stuff doing fine (ASO) that I wasn't planning to hold long term. I could convert those into long term stuff I'd rather own.
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Can I ask what you love about Telado/Livongo? I'm in the business so very curious.  Livongo made a genius hire in getting Zane Burke from Cerner as President.  This was a diabetes management software firm who had the promise of getting into other disease states.  Tullman was a carnival barker at Allscripts but a good one.  These guys know how to raise valuations.  So then they go public, Teladoc takes advantage of an unbelievable stroke of luck with Coronavirus sparking telehealth and then goes for the mega merger.  Almost all of the top talent at Livongo including Tullman, Burke and Shapiro are out. Took gobs (heard Shapiro the CFO took $850M) of cash and rode off into the sunset or joined private equity.  Meanwhile, I don't have the faith that telehealth is here to stay at scale.  It has a place, but won't replace face/face visits.  It's already sliding big time.   I think both of these were way overvalued.  Could Teladoc have 800 pound gorilla advantage? Sure.  If Jason G is a genius CEO could happen. Don't know.

 
Judge Smails said:
Can I ask what you love about Telado/Livongo? I'm in the business so very curious.  Livongo made a genius hire in getting Zane Burke from Cerner as President.  This was a diabetes management software firm who had the promise of getting into other disease states.  Tullman was a carnival barker at Allscripts but a good one.  These guys know how to raise valuations.  So then they go public, Teladoc takes advantage of an unbelievable stroke of luck with Coronavirus sparking telehealth and then goes for the mega merger.  Almost all of the top talent at Livongo including Tullman, Burke and Shapiro are out. Took gobs (heard Shapiro the CFO took $850M) of cash and rode off into the sunset or joined private equity.  Meanwhile, I don't have the faith that telehealth is here to stay at scale.  It has a place, but won't replace face/face visits.  It's already sliding big time.   I think both of these were way overvalued.  Could Teladoc have 800 pound gorilla advantage? Sure.  If Jason G is a genius CEO could happen. Don't know.
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Are you familiar with ONEM and their model?  If yes, any thoughts?

 
TwinTurbo said:
AAPL gonna go back to 90.
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It might.

i think a “rebalancing” out of FAANG (maybe not G) and i to other quality companies is underway.

JNJ is basically even to 3-4 years ago.  BAC same or down.  

AMNZ is up 300%.AAPL up 200%
 

im not suggesting FAANG shouldn’t be up Over other companies..... but I think it is fair to say the run up has been overly concentrated.

we may be starting a Rebalancing value cycle.  As crummy as this week was it impacted FAANG more than most other companies left behind.

 
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The Ref said:
It might.

i think a “rebalancing” out of FAANG (maybe not G) and i to other quality companies is underway.

JNJ is basically even to 3-4 years ago.  BAC same or down.  

AMNZ is up 300%.AAPL up 200%
 

im not suggesting FAANG shouldn’t be up Over other companies..... but I think it is fair to say the run up has been overly concentrated.

we may be starting a Rebalancing value cycle.  As crummy as this week was it impacted FAANG more than most other companies left behind.
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Be careful just acting like stocks should go up. I’m not as well versed on the other FAANG stocks but I know Amazon.

BAC revenue in 2020 is on pace to be lower than 2016. In 2016, BAC had $80B in revenue and in 2020 it looks like revenue will be around $70B.

AMZN revenue in 2016 was $136B and in 2020 it looks like it will be around $380B and their revenue growth in the quarter where they just blew out estimates was 37%.

I’m sorry, but there’s no way I’m pulling money out of a growing business for one that’s shrinking. BAC has way more higher growth fintech competition than Amazon does.

JNJ has been up about 60% total return in 5 years and it’s revenue growth from 2017 is about 7-8% a year. I think JNJ is a quality investment.

There’s been “rebalancing” talk at least 5 times this year. Amazon destroyed estimates. They tend to be on the cautious side of estimates and honestly not care about final earnings versus revenue and FCF. Their FCF was $29B last quarter, which is a crap load. I don’t get their lowball on Q4 earnings when they expect revenue to be around $115B (@$20B more than this quarter).

 
Judge Smails said:
Can I ask what you love about Telado/Livongo? I'm in the business so very curious.  Livongo made a genius hire in getting Zane Burke from Cerner as President.  This was a diabetes management software firm who had the promise of getting into other disease states.  Tullman was a carnival barker at Allscripts but a good one.  These guys know how to raise valuations.  So then they go public, Teladoc takes advantage of an unbelievable stroke of luck with Coronavirus sparking telehealth and then goes for the mega merger.  Almost all of the top talent at Livongo including Tullman, Burke and Shapiro are out. Took gobs (heard Shapiro the CFO took $850M) of cash and rode off into the sunset or joined private equity.  Meanwhile, I don't have the faith that telehealth is here to stay at scale.  It has a place, but won't replace face/face visits.  It's already sliding big time.   I think both of these were way overvalued.  Could Teladoc have 800 pound gorilla advantage? Sure.  If Jason G is a genius CEO could happen. Don't know.
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Much smarter people at researching stocks than I are the reason why, but the bolded is old guy (like you and I) thinking. I’ve seen so many statements like that about so many new innovations over the past couple decades. I wish I had been in a better position to invest more at all those times.

Anyway, I think the combo has a lot of potential together to keep growing a lot. I like companies that are growing 100%+ in revenues and when they combine and are complimentary it makes me a little more confident in the new company.

 
Judge Smails said:
Can I ask what you love about Telado/Livongo? I'm in the business so very curious.  Livongo made a genius hire in getting Zane Burke from Cerner as President.  This was a diabetes management software firm who had the promise of getting into other disease states.  Tullman was a carnival barker at Allscripts but a good one.  These guys know how to raise valuations.  So then they go public, Teladoc takes advantage of an unbelievable stroke of luck with Coronavirus sparking telehealth and then goes for the mega merger.  Almost all of the top talent at Livongo including Tullman, Burke and Shapiro are out. Took gobs (heard Shapiro the CFO took $850M) of cash and rode off into the sunset or joined private equity.  Meanwhile, I don't have the faith that telehealth is here to stay at scale.  It has a place, but won't replace face/face visits.  It's already sliding big time.   I think both of these were way overvalued.  Could Teladoc have 800 pound gorilla advantage? Sure.  If Jason G is a genius CEO could happen. Don't know.
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Do you plan to invest when they go public?

 
ftr: I agree with you that it won't replace face to face visits, but I don't think it has to. Especially as the population ages AND the Dems keep pushing to get everyone coverage, there needs to be an outlet to keep B&M offices from being overrun for things that don't require a face to face visit. Are they the ultimate answer? I don't know. But they have a headstart and have overcome the regulatory hurdles (HIPAA) that will keep some from even trying to compete.

Pre-COVID, I thought the Medicare Advantage expansion was going to be a big driver for them. This obviously accelerated beyond anything anyone would have dreamed. No idea if it's sustainable, but giving people a reason to NEED to try it initially has to better than continuing to offer it and having people resist because it's not what they're used to. The question will be whether or not they're satisfied customers and it changes their default option for some things.

 
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I don’t know much about the industry as a whole but I prefer the video chat service one of our local hospitals has over going to an actual doctor’s office. Way quicker, easier, cheaper and don’t have to worry about catching the plague from other people in the waiting room. 

 
I definitely think there is a big future for telehealth.  There are tons of doctor's appointments that don't require a physical examination, so why get dressed, drive across town, wait in a germ filled waiting room, etc when you can just log on to your computer 1 minute before your scheduled meeting time, pants optional?

I had a tele-visit with my doctor during Covid and loved it.  It was so easy.

But that right there is my main concern for services like Teledoc.  It's not like they have any kind of special technology.  The technology is easy.  Every doctor in the country can download zoom and offer video visits in 10 seconds.  So if people's providers start offering them (as many already have), what's the motivation to use Teladoc over your regular doctor on a webcam?

There also seem to be some state limitations.  I guess they'll get them worked out but when I was traveling to Colorado and got really sick once I tried to use Teladoc but was not able to be seen.  First they paired me with a Colorado licensed doctor and he said he could not legally see me because my driver's license was from Utah.  Then they paired me a Utah doctor and he said he could not legally see me because I was physically not in Utah at the time.  To be fair this was about a year ago so maybe they've fixed that since then.

 
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FreeBaGeL said:
I definitely think there is a big future for telehealth.  There are tons of doctor's appointments that don't require a physical examination, so why get dressed, drive across town, wait in a germ filled waiting room, etc when you can just log on to your computer 1 minute before your scheduled meeting time, pants optional?

I had a tele-visit with my doctor during Covid and loved it.  It was so easy.

But that right there is my main concern for services like Teledoc.  It's not like they have any kind of special technology.  The technology is easy.  Every doctor in the country can download zoom and offer video visits in 10 seconds.  So if people's providers start offering them (as many already have), what's the motivation to use Teladoc over your regular doctor on a webcam?

There also seem to be some state limitations.  I guess they'll get them worked out but when I was traveling to Colorado and got really sick once I tried to use Teladoc but was not able to be seen.  First they paired me with a Colorado licensed doctor and he said he could not legally see me because my driver's license was from Utah.  Then they paired me a Utah doctor and he said he could not legally see me because I was physically not in Utah at the time.  To be fair this was about a year ago so maybe they've fixed that since then.
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I'm going to guess privacy expectations/laws are going to drive a lot of this. Healthcare has a lot more of that than other industries.

 
There is very limited barrier to entry with telehealth. Adhering to HIPAA is not hard. Everyone can do video. The models are different. Some just supply the technology, other actually supply the doctors on call. More and more health systems want to keep that revenue to themselves, using their doctors. Not Teladoc, Amwell, MD Live, etc. It will be interesting. Digital transformation in heal the care is the rage. Make it easy on the consumer/patient. Telehealth is just one part of that. I’m just saying that all of these companies rushed to go public or merge based on meteoric growth that will not last. Smart on their part. But good luck in future quarters. 

 
FreeBaGeL said:
I definitely think there is a big future for telehealth.  There are tons of doctor's appointments that don't require a physical examination, so why get dressed, drive across town, wait in a germ filled waiting room, etc when you can just log on to your computer 1 minute before your scheduled meeting time, pants optional?

I had a tele-visit with my doctor during Covid and loved it.  It was so easy.

But that right there is my main concern for services like Teledoc.  It's not like they have any kind of special technology.  The technology is easy.  Every doctor in the country can download zoom and offer video visits in 10 seconds.  So if people's providers start offering them (as many already have), what's the motivation to use Teladoc over your regular doctor on a webcam?

There also seem to be some state limitations.  I guess they'll get them worked out but when I was traveling to Colorado and got really sick once I tried to use Teladoc but was not able to be seen.  First they paired me with a Colorado licensed doctor and he said he could not legally see me because my driver's license was from Utah.  Then they paired me a Utah doctor and he said he could not legally see me because I was physically not in Utah at the time.  To be fair this was about a year ago so maybe they've fixed that since then.
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That might be the dumbest thing I've heard lately. My family and I have seen many doctors in different states than my license or domicile, and not just military docs. 

 
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FreeBaGeL said:
I definitely think there is a big future for telehealth.  There are tons of doctor's appointments that don't require a physical examination, so why get dressed, drive across town, wait in a germ filled waiting room, etc when you can just log on to your computer 1 minute before your scheduled meeting time, pants optional?

I had a tele-visit with my doctor during Covid and loved it.  It was so easy.

But that right there is my main concern for services like Teledoc.  It's not like they have any kind of special technology.  The technology is easy.  Every doctor in the country can download zoom and offer video visits in 10 seconds.  So if people's providers start offering them (as many already have), what's the motivation to use Teladoc over your regular doctor on a webcam?

There also seem to be some state limitations.  I guess they'll get them worked out but when I was traveling to Colorado and got really sick once I tried to use Teladoc but was not able to be seen.  First they paired me with a Colorado licensed doctor and he said he could not legally see me because my driver's license was from Utah.  Then they paired me a Utah doctor and he said he could not legally see me because I was physically not in Utah at the time.  To be fair this was about a year ago so maybe they've fixed that since then.
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I agree that the rise of Telehealth doesn’t equal future growth for Teladoc.

For example, I don’t think my healthcare system is generally very flexible/nimble but we were offering Zoom based visits one week into our state’s shut down.

As an alternative for patients without Zoom capability we used telephone visits or an app called Doximity that also allows video visits via Smartphone. So we had multiple HIPPA compliant means to provide patient care remotely up and running super quickly.

Fast forward to now and Zoom is integrated into our EMR so I click a button from the patient’s chart to start the visit, super easy. 99% of visits are now face to face but for certain things video works fine and some patients do prefer it. 

 
D_House said:
I agree that the rise of Telehealth doesn’t equal future growth for Teladoc.

For example, I don’t think my healthcare system is generally very flexible/nimble but we were offering Zoom based visits one week into our state’s shut down.

As an alternative for patients without Zoom capability we used telephone visits or an app called Doximity that also allows video visits via Smartphone. So we had multiple HIPPA compliant means to provide patient care remotely up and running super quickly.

Fast forward to now and Zoom is integrated into our EMR so I click a button from the patient’s chart to start the visit, super easy. 99% of visits are now face to face but for certain things video works fine and some patients do prefer it. 
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Are they HIPAA compliant or they're just usable during the pandemic while the HIPAA requirements are relaxed?

 
If anyone was still looking for a hedge on nuttiness this week, UVXY is throwing a 5% sale this morning. May not last all day.

 
Nugget said:
I had a buy order that filled this morning at 20.05 - I'll take it but my stock app shows the low of the day at 20.07.  Should be about even for the trade between the two at this point.
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Sold all my NRGU this morning -- between the 2 buys I'm up about 25%.  I got gun shy.

 
Desert_Power said:
Pretty much everything related to energy is really cooking today :thumbup:  
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Thank goodness because Amazon sure is sucking the tail pipe. Don’t know why I bought into that dogThank goodness because Amazon sure is sucking the tail pipe. Don’t know why I bought into that dog

 
Expectations for an end of the day sell off?  I'm probably not selling anything else at this point, but I'm try to find some entry points.  

 
Desert_Power said:
Pretty much everything related to energy is really cooking today :thumbup:  
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Boom people must be reading my newsletter (goes into basically my entire portfolio for those so inclined). Unloved energy seems like a great bet for the 2020s (currently like 2% of the  S&P 500 so if you are just an index investor you have very little exposure right now). 

 
beef said:
I shaved a lot of shares I bought between 21-22 today.  Taking some quick profits for sure here, no 2nd thoughts about it.  
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Doing this across the board.  ING with a nice 5% pop today.  Same with TAP.  After the run I've had, just locking in profits and trying to eek out a green day.

 
eaganwildcats said:
Boom people must be reading my newsletter (goes into basically my entire portfolio for those so inclined). Unloved energy seems like a great bet for the 2020s (currently like 2% of the  S&P 500 so if you are just an index investor you have very little exposure right now). 
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I did read that and liked your commentary there. Although, I didn't take much action based on it particularly in tankers. Just odd to see all the different forms of energy moving in the same direction.

 
Basically breaking even today unfortunately. SEDG killing it the wrong way and had done so well that it became a large holding. Still more than double original price but I’d be inline with Nasdaq except for SEDG.

NWBO and INSP trying to knock out SEDG loss by themselves. I’ll take just a positive day overall. Definitely been in a little bit of a rut. Probably should have turned to more cash when I sold ZM. Great decision to dump most of that and FSLY but I could have gone more cash heavy in my IRA.

 
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