$Teladoc Health (TDOC.US)$ : “What’s going on there, right now we’ve got this Cathie wood, she sells the stock almost every day. She bought it much higher, it’s really painful to watch.”
$Fortinet (FTNT.US)$ : “Fortinet reported a very good quarter...I remain committed to Nikesh Arora and Palo Alto Networks, which I think is doing the best of all of them.”
$Enova (ENVA.US)$ : “Enova, a little dicey. A little dicey because it’s untraditional lending...

Upgrades
• $The Baldwin Insurance Group (BRP.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $31
• $Centennial Resource Development (CDEV.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $12 (from $8)
• $Enova (ENVA.US)$ : Janney Upgrades to Buy from Neutral - PT $49
• $Fortive (FTV.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $75
• $Helios Technologies (HLIO.US)$ : KeyBanc Upgrades to Overweight from Sector Weight - PT $90
• $Helmerich & Payne (HP.US)$ : Seaport...