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  • Reply to

    Greece

    by limpingbull Jun 29, 2015 2:07 PM
    tracey563@bellsouth.net tracey563 Jun 30, 2015 3:44 PM Flag

    they still have issues and if greece is really let off the hook than we start getting into moral hazard issue of renegotiation,total forgiveness,though doubtful,and look puerto rico they are in bad shape as are a bunch of states,i am awatr yjat the two other countries are getting better but thay are not out ofthe woods

  • Reply to

    Greece

    by limpingbull Jun 29, 2015 2:07 PM

    Greece is the word............ for the summer selloff of 2015....ever notice how every summer some catastrophe/bad news sends the market into a temporary tailspin? next year its sell in may for me -no matter what ...

  • Reply to

    Greece

    by limpingbull Jun 29, 2015 2:07 PM

    Tracey, to compare Spain and Italy to Greece, is an insult to them.
    Their economies are already improving tremendously, and they are not being governed by a bunch of leftwing idiots.
    As the head of the IMF said: It is time Greece sent some adults to the table!

  • Reply to

    Greece

    by limpingbull Jun 29, 2015 2:07 PM
    tracey563@bellsouth.net tracey563 Jun 29, 2015 4:32 PM Flag

    the potential for bad is enormous,heres why spain and italy are in deep trouble also they could decide to stiff creditors,puerto rico same deal,this could could get real bad down the line,hell a dem president who belioeves ion krugman could say um who cares about the debt payments,we COULD be entering a new phase of world economies

  • Greece 10,8 million people
    22 th GDP per hab

    who gives a hoot????

    A good opportunity for the boys to get stuff cheap

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    Tracey, I think you're missing my point. Marty is not concerned with what the analyst's think or what Wall Street in general thinks. Refer to what the LimpingBull said many months ago about Wygod building his Monument to Healthcare, he will continue on with WebMD until he achieves all that he has envisioned. He is not interested in ginning up the share price, however, the previous tender offers served 2 specific purposes: 1) To reduce the overall float and 2) Provide liquidity during the tender time frame for insiders to cash in on a portion of their vested options, as the normal trading volume can not absorb abnormally large sales without impacting the price of the stock.
    It is not by chance, but more by design, that the stock remains in a mid forties trading range. If Wygod wanted a higher share price, right now, he would release news about new revenue streams coming next year, but obviously that is not the way he operates. He will keep everything under wraps until it is ready for street consumption.

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    tracey563@bellsouth.net tracey563 Jun 24, 2015 7:32 PM Flag

    in a perfect world you are right,the problem is wall st still runs on analysts,still run on cnbc hype,marty use to get it,but as i said this generation is totally ignoring this co and unfortunately they seem to control the levers and pullys.the walgreen thing is critical as walgreens is visible and has lots of street watchers.

    Sentiment: Hold

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    Limp and Tracey,
    I share and understand both of your points of view. However, there is more going on at WebMD, and it is yet to be divulged. For example, gross profit margins are increasing because the current infrastructure supporting both the private and public portals can accommodate substantially larger revenue streams without major capital expenditures. The Cap Ex spending has been at a level of about $20 to $25 million for the last couple of years and it is sufficient for those 2 platforms. Now, WebMD has announced an increase in Cap Ex this year to $45 to $55 million and said it is due to the build out of the new Corporate Headquarters. What exactly is the Cap Ex increase of $20 to $30 million building out? It certainly is not for office design /furniture! It is for infrastructure, as in servers, that will be accommodating new revenue platforms. Marty Wygod did not increase office space by 50% and Cap Ex by 100% coming off this years revenue growth of a weak 6% to 9%, he has increased it because something much bigger is going to launch in 2016.
    They are keeping everything close to the vest.. Also, on March 31st 2016, the 2.25% convertible note comes due and WebMD will be returning $252 million to the note holders unless the stock surpasses the convert price of $71.84. This may be the reason that the company has not been aggressively buying back stock so far this year, as Marty does not anticipate an additional 3.5 million shares being added to the current float next March 31st. It will be interesting to see if there is another tender offer coming in September, however, given what I just said, there would be no need unless, the new revenue streams in 2016 can drive the stock price above $71.84 before March 31, 2016. Lets face it, only Marty and his inner circle know the answer to that question. So perhaps, a tender in September of this year may be telling us something about the potential for stock appreciation and the convertible note. Stay Tuned! More to come

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    Having been with Marty for about 35 years or more, I know how you feel.
    Forget about Icahn, he went in for a fast buck and didn't get it. Marty takes a much longer view.
    And forget about the new analysts. They don't have any vision. They just ask for guidance and then they start guessing.
    With my knowledge of Marty, I prefer to apply the psychology of the individual and do my own guessing and analysis. And apart from Walgreens, I'm very hopeful concerning the Blue Cross Blue Shield deal that will be actvated this automn.
    With WBMD having a turnkey solution for 27.9million potential clients with 120million individuals – surely they should be able to make some money out of that one?

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    tracey563@bellsouth.net tracey563 Jun 24, 2015 11:25 AM Flag

    i wonder if that disaster has permanantly left a scar on the street,reminder even icahn gave up on this after a year cause marty wouldnt do anything for shareholders.,also let be honest the generation of analysts that followed marty are likey out of the business,dead or retired,the new guys dont give a #$%$ who he was/is or what he had done.me,im starting to feel like a guy married for 30 years and the marriage has gotten stale,as i said if this is not over 50 by years end im getting a divorce,im not getting younger and there are other fish in the sea...im talking stocks not woman

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    Tracey,
    I completely agree with you that we should be higher were it not for the loss of goodwill because of the desaster three years ago. At least now they have realised they need more sources of income, and I'm still hoping for good news concerning Walgreens.
    Perhaps the kiss for the sleeping beauty will be the earnings at the beginning of August...

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    tracey563@bellsouth.net tracey563 Jun 24, 2015 10:23 AM Flag

    limp agree with your bottom of the post,id never comp wbmd with thedow because up until 3 or 4 years ago the dow was mostly widows and orphan stocks.the nasdaq is the real comp,and heres where we diverge...a little,wbmd is tightly held stock,very limited float,thats why it should have performed better,and one last thing and i havent checked my facts here but it does seem that volume has gone down year to year,if im right than this should have done better,this should be trading into the mid 50 by now,and the way things seem to be going we are a cpl of years away

    Sentiment: Hold

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    Tracey, If you look at the charts, we are not doing too badly, considering the hole we were in:

    WBMD 10.13.2008 $ 15.18 = + 198%
    DJ 10.13.2008 8,852.22 = + 105%
    Nasdaq 10.13.2008 1,711.29 = + 365%

    As for the market in general we should not forget the huge amounts of money still being pumped into the system, resulting in historically extremely low interest rates. The economy is only now slowly climbing out of a very nasty recession and, in my opinion, has still got a long way to go.
    As for some “experts” moaning about the “strong” US$ - well, if we compare it to one of the few serious currencies, the Swiss Franc, it is still about 23% below where it was in 2008...

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    tracey563@bellsouth.net tracey563 Jun 23, 2015 10:33 AM Flag

    im with you but in a lot of ways this stock missed the bull mkt since the collapse of 08,this bull mkt is really long in the tooth

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    Sleeping beauty waiting for the kiss...

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    tracey563@bellsouth.net tracey563 Jun 22, 2015 4:38 PM Flag

    i raised the issue with steve,i just wonder if anyone on the street really cares,todays 125000 shares is indicitive,cripe my aunt died 2 years ago and she had wekk north of 200000 shares herself that accumulated with all of martys financial engineering over the years

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM

    It has always been Marty Wygod's aim to reduce health care costs. After all, his most successful company so far was called Medical Cost Containment Services, or Medco.
    In the fight against waste and to increase efficiency, WBMD is the obvious partner for any government. They have been working together for years on desease prevention.

  • Can WebMD / Physicians / Medicare Recipients be the next wave of participants in a huge cost savings for the Medicare Program via the less costly visit to the doctor via telemedicine? Could WebMD, with its cadre of Medscape Doctors, be working with the Government to provide a means of reducing office visits by seniors via the utilization of telemedicine and smart phone technology? There is no doubt that a % of office visits by Medicare Recipients could be reduced if a viable alternative was available to these senior citizens.
    Given that the cost of Medicare is expanding rapidly due to 10,000 Baby Boomers turning 65 every day and qualifying for Medicare Benefits, the Federal Government is seeking viable cost saving alternatives for quality healthcare. Could WebMD Telemedicine be part of the solution?

  • Fish, a 50% increase in office space is to accommodate added staff for the coming expansion of WebMD Revenues resulting from the build out of their technological infrastructure. One of which is the development of a telemedicine voice and video platform for interaction on the internet between patient and doctor. The specifics of which have not been discussed by WebMD Management as of yet. However, if you consider that there are 625,000 physicians actively using Medscape, I'm quite sure WebMD has data on what % of these doctors have interest in participating in telemedicine. The launch of this platform could have meaningful revenue implications next year. Look at the announced partnership between MD Live and Walgreens recently.

  • Love it , steve ! now lets see if it happens...still no thoughts on the 50% increase in office space?

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