The recent weakness in WBMD might in part be due to people jumping to conclusions without paying careful attention to what has been said or written by the people who should know.
When Wayne Gattinella was trying to explain why guidance showed a modest decline in growth (more prudent approach by big pharma in-house experts with regard to observing government’s rules and regulations), this at once has been interpreted as a decline of digital marketing or even as the end of WBMD’s business model.
Let’s be clear: It is just a momentary slowdown in GROWTH!
In my opinion the difficulties with the application of digital marketing rules and regulations could even result in new clients for WBMD, as potential customers might turn to the experts for help.
Given that we soon should see some significant income from international operations and the booming mobile sector, the momentary slowdown in the growth of digital marketing should be of no importance with regard to overall results.
With the decline in wbmd stock price and assuning im going to be right that the stock will be below 45,soon, i wonder if this now a msft takever,you are buying the merged co for about 10 percent below the merger price so in effect 1o pecent more than the merged price this assumes a 20 percent premium,and they are going to do an msft mobile device,none the less as this stock drops it does become a takeover candidate.i can see offers in the 51-53 area,it would be a bargain and the merger work is completed for them.
1.20 pm 158 thousand shares up 19 cents,im not feeling a comeback.no volume minimal price movement,bleh if you are a bull,if you are bearish here this looks like a small pause before resumption downward unless here is a surprise later.
unless uncle ben says something really meaningful the mkt loks to be setting up for further down side,i think web goes under 46,not a big drop as we are only 30 cents away.i doubt there little needham chat will help much,unless they are rolling out something special,but that would likely be known.
exactly one monthof non stop downside save for 2 or 3 up days.Within the next 3 to 4 days the last obstacle to breaching the 40 level should occur 44 and change,thats the 52 week low,after that technicly 37-38 is the next stop,we may be watching the next yahoo-aol from a stock point i dont see this company progressing.Iv dumped all buts a a thousand shares,and im looking at upticks to bail out of this,on the other hand my puts since the lower mid fifties have been great,i expect to ride this into the mid 30s by mid fall who knows maybe into the 20s if we get a major mkt crash courtesy of our polititions
Wbmd commited the biggest sin you can if you area high multible stock,anounce slower growth even if temporaray.It appear that the stock may have found a temp bottom,which I think will fail to od early fall when our leaders reallty wreck things.
all of this recmendations are worthless.The stockprice collaped becuse of guidence and now from a technical angle 42 is the next support level.If this isnt breachd in the next 2 mos ill be stunned,as an options play aug 45 puts look like a winner.I really think this tock willsee the low30s by the time .The mkt has any shot of a rally,but im really bearish the next 6mos
40 percent in this environment is silly,no wonder Citi is in trouble,i can buy atarget of 60and even that if we are gonna collapse economicly because of politcs.Also hi beta stocks cant afford anything but strong earnings and growth or they are punished like this was,watch how this trades from here,there will unlikely be any more benifit of doubt issues.