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Showing posts with label Money Mindsets. Show all posts
Showing posts with label Money Mindsets. Show all posts

Thursday, September 6, 2018

Money Mindsets: Aphria Inc. (APHQF)

I have been in the MJ sector for over 2 years now just one year after Trudeau election and banking on his promise he would legalize marijuana. It was a long shot as most politician don’t fulfill their promises. But I thought this guy just like his dad PE will want to leave a legacy his dad did with inter alia the Charter Rights and Freedoms and I knew Justin with his ego would want to be part of history. Now with that said I chose Tweed (now CGC), aphria and Aurora back then doing my DD. I sold aurora and bought more of the 2 others. I really never was active on boards waiting holding my shares, took profit along the way and adding on dips. During those 2 years have witnessed the evolution of this sector and its almost endless potential. I have no doubt that this industry will become so big that everyone who invested today will be greatly rewarded in the near future. So forget about the day traders and their bashing comments on this board stay long and y’all be happy.

Do not think I saw this posted - sorry if it is rerun - from investor place yesterday. I understand that there are a lot more pieces coming out now and many are "pump up" pieces, however, thought I would share as APH is his top valued MJ play.Aphria (OTCMKTS:APHQF) remains my favorite among the larger Canadian marijuana stocks. Named after the Celtic word for ?agreeable,? the agreeability goes beyond its core product. Aphria has grown into the third largest producer in Canada. Only Canopy and Aurora (OTCMKTS:ACBFF) exceed Aphria in size.Aphria?s focus centers around #$%$. The company has become a lead producer of products such as capsules and vaporizers. It has also ventured into the recreational market. Like Canopy, it has also partnered with an alcoholic beverage company. In May, it partnered with Southern Glazer?s Wine and Spirits for distribution rights.Aphria has also become the largest profitable cannabis producer in Canada and it has remained so since 2016. Like most Canadian marijuana stocks, it trades at a relatively high multiple. Its price-to-earnings ratio currently stands at about 88. Such a P/E remains expensive by S&P 500 standards. However, market leader Canopy does not have a P/E at all and trades at over 121 times sales. In comparison, APHQF stock looks relatively inexpensive.Growth also looks promising, at least over the long-term. Analysts do not expect to see profit growth for the upcoming fiscal year. However, for the next year, they predict profits will grow by 450% to 55-Canadian-cents-per-share (42 cents, USD). That would take the forward P/E for the next fiscal year to around 30.Hence, against aggressive growth targets, the price of APHQF stock looks reasonable for this industry. Even if it misses that growth target, Aphria still appears to enjoy the best near-term financial conditions among the larger Canadian marijuana stocks. For those looking for a cannabis stock with a market cap above $2 billion, I prefer APHQF stock over its larger counterparts.

Money Mindsets: Finisar Corporation (FNSR)

Shares of Finisar Corp. (fnsr) were up 7.7% in after-hours trading Thursday after the optoelectronics company reported better-than-expected July-quarter results and delivered an earnings forecast that exceeded analyst projections. Finisar expects revenue of $315 million to $335 million for its fiscal second quarter, while analysts were expecting $333 million. The company projects adjusted earnings per share of 19 cents to 25 cents, compared with the FactSet consensus of 18 cents.

The ER on Thursday is a no brainer, all optical companies have good ER and don't see any reason why Fnsr will not. Beat or miss, analysts know it s gonna improve because the climate and environment say so. Optical company's business especially the margin is at its best or getting there somehow. We might have seen the bottom last quarter if not , at the worst is this quarter so no matter what, this stock will go up. Then again, I don't care, I'm here to double my investment. I feel very good with this company because it has a catalyst, and it's gonna come or it might already be in the ER results this Friday. Cash is $1.2B and a tiny improvement on VCSEL sales will mean more is coming in December, Glta..

WHEN Fnsr gets the Sherman plant running with approved Apple sensor's does that mean that somebody somewhere is going to lose market share from Fnsr OR does the product Fnsr is peddling to Apple a different product all together?

I know they are working on the 6" wafer that I believe would be exclusive from Fnsr, but is there anything else they would be making to take some market share away from others in the sector?

Money Mindsets: General Electric (GE)

Big money and Wall Street crooks want the market overall down 3-5% and want to short big names like GE etc, to get in at much lower costs, so they can greedily make even more money off the broken backs of GE, its workers, widows, orphans, retirees, and main street. Their greed knows no bounds. That is why they keep colluding to push out negative analyst reports, and negative articles saying GE needs to come down more in price. The big money backed ORCHESTRATED BEAR SHORT is alive and well until they meet their current levels of greed......

Yesterday Nike lost $4B in market cap based on an announced corporate decision. Yesterday and today GE market cap is down over $4B and not a word from the corporate office. Is there a CEO and leadership team? Where are they? Summer is over. Unbelievable the disconnect between GE management and the GE investor.

It would be important to know exactly who sold a significant block of stock at the open and why. Knowing the identity of the seller would explain their motive, if a serious attempt at manipulation is in progress and what the likely outcome will be for this stock. IMHO an investment bank is working in conjunction with a hedge fund to ultimately acquire a significant portion of GE stock. Once you control a significant percentage , you can usually control a board and do what you like with this behemoth. It is still undervalued and the sum of its parts exceeds its current sticker price.

Is UBS also one of the Market Makers for GE? Why would they downgrade GE with a target price of $13, when the stock was trading below that price on Tuesday?

What is the agenda behind JPM and now UBS bashing GE at these low price to book value, high yield (~4% dividend) levels after the stock has been thru relentless selling during the past 9 months? Who are they accumulating the shares for?

It is sad to see WS criminals trying to steal shares from the retailers (retirees, GE employees and pensioner households), by way of constant bashing and price MANIPULATION using HFT algo controlled trades

Wish SEC stood up to these criminals who ate trying to loot the retail investors!