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WebMD Health Corp. Message Board

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  • The WebMD Executives, including Marty Wygod, were granted stock options on December 20, 2013 at a price of $38.65, the closing price of the stock on December 18, 2013.
    Here we are one year later, and they may be granting new options this December at or near last year's price.
    Could this be the bottom ??

  • Reply to

    TODAY'S TRADING SUMMARY

    by stevecrf Nov 25, 2014 4:35 PM
    tracey563@bellsouth.net tracey563 Nov 26, 2014 12:02 PM Flag

    im usually pretty dismissive of holiday trading like today and fri,the real big boys are not playiong,they dont need to,the real small guys like us dont really do much its that lower mid folks that are hard to identifi and where they are coming from.il take any move mon seriously

  • Reply to

    TODAY'S TRADING SUMMARY

    by stevecrf Nov 25, 2014 4:35 PM

    Early on, it appears that WebMD buyers showed up today while the sellers took a long weekend. At least for now, the technicals seem to be moving in the right direction, albeit, with no real volume !!

  • Reply to

    TODAY'S TRADING SUMMARY

    by stevecrf Nov 25, 2014 4:35 PM
    tracey563@bellsouth.net tracey563 Nov 26, 2014 9:04 AM Flag

    nothing will happen today or fri except in retail.ill be looking more towards next week

  • There appears to be some signs of a bottom for WebMD. Looking at the numbers, the stock did not put in a lower low today, that's positive, however, it did not put in a higher high, that's negative. The low volume provides no sign of a change in sentiment, that's neutral to slightly negative. The closing price was slightly lower than yesterday, just 4 cents, that's neutral to positive. The stock closed at $36.61, just 24 cents below the intra-day high of $36.85, which leads to the possibility that the stock may put in a higher high tomorrow, that's positive. It appears that the stock may soon be in a position, technically, to begin it's reversal to the upside. Hopefully, there will be no downgrades or other negative news events that impact the stock or the overall market.

  • Reply to

    1ST QTR. '15 VS. 1ST QTR. '14 % GROWTH

    by stevecrf Nov 25, 2014 2:33 PM
    tracey563@bellsouth.net tracey563 Nov 25, 2014 3:48 PM Flag

    tough comp

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM
    tracey563@bellsouth.net tracey563 Nov 25, 2014 3:48 PM Flag

    thanks steve have a good one and if you are up north stay safe,you too limp

  • The 1st qtr. of 2014 had Revenue growth of + 18% primarily due to the Blue Cross / Blue Shield Federal Employee Program. The question for the 1st qtr. of 2015 is: Will the Walgreen's Promotional Partnership with WebMD match the 18% Revenue growth rate generated by the BC/BS FEP??

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    Tracey, you're right ! Have a Happy Thanksgiving!

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM
    tracey563@bellsouth.net tracey563 Nov 25, 2014 1:17 PM Flag

    steve with bad weather heading north andhitting tomorow today may likely be the last real trading day before the holidays,i suspect fri will be pretty empty on the floor with mon being pretty avg while waiting for early retail results.

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    Tracey, Here's my take on the low volume / lack of interest in WebMD's stock. 1) Small Cap stock with limited float 2) High Institutional Holdings as a % of total float 3) Lack of guidance for 2015 4) Negative technicals 5) No reversal in downward trend, however, today's range is very tight, has not yet traded below yesterday's low of $35.64. 6) Have not put in a higher high vs. yesterday's high of $37.04. 7) Where we close today may provide greater insight into whether the worst of the selling may be over. 8) Month ends on Friday over a long Holiday weekend for many traders. 9) Catalysts needed as in a technical reversal, news, upgrade, options grant etc.

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM
    tracey563@bellsouth.net tracey563 Nov 25, 2014 11:09 AM Flag

    steve i filed and was the lead plaintiuff in a derivitives suit from that debacle we did lose but post that the co did tighten up on some of their comments.it seems the selling is less,however there seems to be little interest in the co ,thats troublesom to me now,this is a big brand and yet from an investment point theres little interest.

    Sentiment: Hold

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    The questions today are, does WebMD record a lower low vs. yesterday's low of $35.64 ? Do we close higher and put in a higher high? Can we draw any conclusions from today's stock action? What will the volume be?

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    Very good questions.
    However, if you consult the last Q&A session, you’ll find most of them have been asked and answered:
    - Are they a technology company or a media company?
    Well, in fact they’re both. And hence it’s so difficult to put a fair value on them. In the past, emphasis has been on media, but now Marty has decided to turn them into something more what I would call a real “Marty” company, an entity that provides a wider public with information and services.
    - Whatever happened to the: 1) partnership with Qualcomm and 2) acquisition of Avado.
    They are both INSIDE Healthy Target and other applications:
    Avado: “David, can you give us an update on where you guys stand with the development on what you've been calling the WebMD connect platform in terms of rollout calendars and expected applications and things of that nature?”
    “Sure. We're continuing on our development efforts. And again, as we said in the prepared remarks, the initial features that connect our audiences will be rolled out in early 2015. So some of the examples of those features and capabilities are, for example, the ability of a Healthy Target user to share their weekly report and their progress in that program with their physician, the ability for people to book appointments with their physicians. So as we roll out those various features and functions, we'll start talking about them, but those are the -- probably the first couple you're going to see. And you should see those relatively soon.”
    Qualcomm: “About 1.5 years ago, you did the deal with QUALCOMM to develop certain technologies. Could you give some colour? Are there any updates of what's going on with the arrangement with them?”
    “Sure. So within our Healthy Target program that exists on the WebMD flagship app, there's the ability to sync data from various biometric devices. For several of those devices, we use QUALCOMM technology and the QUALCOMM 2net platform to allow us to get data from those devices in a HIPAA-compliant way. So it's kind of inside the app so it's not evident to a user.”
    - Mobile presents a challenge to all healthcare content providers. Screen real-estate is less so there's less ads to serve per page (or app page) viewed. And some pharma companies are reluctant to advertise with the new pop-up mobile ad form factors since they are limited in how the creative/information can be displayed.
    Heath P. Terry - Goldman Sachs Group Inc., Research Division
    “And then, particularly, on the WebMD property, to what extent you're starting to see pharma advertisers embrace mobile in an environment where it seems like we're still waiting on any sort of additional clarity from the FDA in terms of their stance on the availability of mobile?”
    David Schlanger: “…and just with respect to your last comment, Heath, there's nothing we're waiting for from the FDA on mobile. There's no unique regulation with respect to mobile. The same fair balance rules apply. And the industry in general across both pharma and CPG advertisers, and pharma in particular because they're the ones that have the fair balance requirement, have learned how to deal with smaller screen size in presenting safety information. As I said in the prepared remarks, particularly in this selling season, we are seeing the most demand we've seen for mobile to date. Currently, the programs we are selling, a majority of them have a mobile element, and that's across our business. As we've said previously, Medscape is ahead of the consumer side with respect to pharma in monetizing mobile, primarily because we've been at it longer with Medscape. But across our business, we are seeing much stronger demand and acceptance of mobile as a marketing platform. And again, that applies across our advertising segments.”
    And please, don’t forget Walgreens:
    “Visitors to WebMD will be able to easily use Walgreens' prescription refill from within the WebMD experience across desktop and mobile.”
    If somebody knows how to bring prescription drugs to the consumer and at the same time make money out of it, it’s the creator of Medco, Marty Wygod.

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM
    tracey563@bellsouth.net tracey563 Nov 24, 2014 6:59 PM Flag

    not bad newbie,not bad.lolim left with a question,whats your rational to hold,give what you outlined which is a pretty interesting summation of the situation

    Sentiment: Hold

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    Ask yourself the following questions:
    - Are they a technology company or a media company?
    - If they're a tech company why the low growth rate in revenue...this suggests they're more like a media company.
    - If they're a media company, then why the P/E ratio of 45. I'm not a big fan of P/E but that's a big multiple to put on a media company with a small/moderate growth rate.
    - Whatever happened to the: 1) partnership with Qualcomm and 2) acquisition of Avado. Its been over a year since the former and about a year since the latter. Why is it taking so long to monetize these events?
    - Over a year ago, Wall Street analysts were saying that WebMD was the "Google" of healthcare. Mgmt talked a good story about beefing up analytics and having the aforementioned partnerships w/ Qualcomm.Avodo, such that the stock price was bid up in expectation of revenue acceleration. The revenue growth hasn't happened so the price is coming back down.
    - Mobile presents a challenge to all healthcare content providers. Screen real-estate is less so there's less ads to serve per page (or app page) viewed. And some pharma companies are reluctant to advertise with the new pop-up mobile ad form factors since they are limited in how the creative/information can be displayed.
    - So while mobile traffic is up, that's not necessarily a good thing for WebMD (or Everyday Health for that matter)

    Sentiment: Hold

  • Reply to

    CVS STOCK VS. WALGREENS

    by stevecrf Nov 24, 2014 12:12 PM

    Tracey, here is something to ponder relative to some former brilliant Marketing Strategies that launched one of the still #1 selling cigarette brands in the world, Marlboro, and it's iconic American Cowboy image used in it's Worldwide Advertising Campaign of yesteryear !! How did they come up with idea for the cowboy?
    Well. think about all the positive images we had of cowboys growing up in the 50's, 60's and early 70's. Starting with the Lone Ranger, Gene Autry, Roy Rodgers, Rawhide,The Virginian, Gunsmoke, Have Gun Will Travel, Bat Masterson, Bonanza, The Rifleman, The Big Valley, Maverick, Cheyenne, etc. It was a no brainer for the Phillip Morris Marketing and Advertising Team to hitch on to this cowboy wagon train of this rugged, admired, cowboy image!! Unfortunately, the product gave us cancer, including the cowboy model used in the advertising, he developed lung cancer from smoking.

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    Limp, I believe, Sun Trust is referring to their estimates as being too high and not WebMD's. It's their opinion for what it is worth, not much !!

  • Reply to

    CVS STOCK VS. WALGREENS

    by stevecrf Nov 24, 2014 12:12 PM

    Tracey, I do not believe that it should be evaluated as liberal vs. conservative victory but rather as a specific well thought through drug store retail strategy that responds to an obviously changing consumer healthcare mindset. The consumer has no choice but to take control of their well being via a serious evaluation of their own everyday habits and how those habits impact their health and longevity. The future ability of the government to pay for irresponsible consumer behavior are certainly numbered. We as a country must recognize the responsibility we have as citizens to assume a greater responsibility for our health.
    CVS, via this new CVS HEALTH logo and a well-defined strategy, is winning the battle for the consumer's attention and patronage.

  • Reply to

    downgrade

    by limpingbull Nov 24, 2014 9:43 AM

    “Believing 2015 estimates are too high, SunTrust has downgraded WebMD to Neutral, and slashed its target by $15 to $40”.
    I didn’t know we had any 2015 estimates!

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