Have conflicting thoughtson TDOC merger. On the one hand, critics of the merger say that TDOC is paying too much for LVGO & that the companies will not have huge synergistic savings or that LVGO would have been better off staying independent as it is growing faster than TDOC. Think LVGO CEO said this way they wont have to compete with each other. In any case, perhaps a further drop in prices will make these 2 a very good Buy. But iirc it wont close til the 4th qtr? Opportunity cost makes the merger time too long?