Out Fox The $treet

  Teladoc Health trades back to pre-covid levels despite forecasted strong growth. The telehealth provider continues to expand health products pushing strong into mental health with a higher recurring visit stream. The stock trades at only 33x '22 EBITDA targets, nearly equal to revenue growth targets. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.  Learn More » After several warnings to investors,  Teladoc Health  ( TDOC ) collapsed back to pre-covid levels. Even with dramatic telehealth demand pulled forward, the stock isn't actually trading higher than back at the 2018 highs. My  investment thesis  is finally Bullish on the telehealth provider now that the market is undervaluing the business opportunity. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

  Teladoc Health has fallen ~50% from the highs as major competition enters the telemedicine space. Analysts have cut out year revenue estimates by substantial amounts. Despite the dip below $160, the stock still trades at a forward EV/S multiple of 10x. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.  Learn More » Just this year,  Teladoc Health  ( TDOC ) traded as high as $308 and as low as $130. As analysts cut revenue targets for out years, investors have reduced their appetite for the telehealth provider. My  investment thesis  was very negative on the stock at the higher prices going back into 2020, but my view still isn't bullish on Teladoc Health below $160 due to the tough comps this year. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - July 28 The large amount of analyst...

  Teladoc Health reports strong Q1 financials. The telehealth platform provider provided company metrics showing the business peaked for this cycle. The stock trades at an expensive 11x forward revenues, considering the tough comps for the year. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.  Learn More » Despite  Teladoc Health  ( TDOC ) forecasting that business will still top the COVID-19 boost in most metrics, the stock is falling by nearly 10%. The telehealth provider is forecasting a major slowdown in new members and total visit growth for the year as the company faces tough comps. My  investment thesis  remains bearish on the stock for now. Read the full article on Seeking Alpha.  Update - May 6 The stock for Teladoc Health continues to be line with more and more competition. First, Amwell (AMWL) apparently took Pepsi as a customer and now Walmart (WMT) is buying a co...

Zoom Video is priced for unsustainable trends plus the video conferencing tools isn't ready for privacy issues. The stock is worth double and triple a similar group of companies benefiting from the work-from-home economy. The stock trades at an unsustainable 40x FY21 sales. As the market has collapsed this year due to the coronavirus outbreak,  Zoom Video Communications  ( ZM ) has soared. The company benefits from the virtual economy and reportedly has seen mobile  active users up over 150%  in March. The problem here is that the stock is priced for a virtual only world where users never return to normal trends. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Teledoc (TDOC) is at the center of digital health. My previous research was for investors to 'pump the brakes' when the stock originally hit $60. The stock went on to surge to absurd levels reaching a high of $89. It's very crucial for investors to understand that Teledoc trading this far from the highs doesn't necessarily make the stock a bargain. The stock now trades at a market value of about $4 billion with '19 sales estimates of $550 million. Teledoc probably hits a buy zone down at $45 or when the price hits $3.3 billion or roughly 6x sales estimates. Disclosure: No position. Please review the disclaimer page for more details.