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Share Picks 2018

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  • Options
    #1562
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    evolving_doors wrote: »
    Anyhow... to add to the rumour of proposed marriage between Diageo and Aphria ... 2 more bigwigs have left Diagio for Aphria.
    Tom Looney US president of Diageo
    Jakob Ripshtein CFO.

    Following appointment of other heavy hitters Michael Serruya, Schlomo Bibas and John M. Herhalt.

    So ya! tip pick is for Aphria

    I have a few of these since a post of yours on pot strocks in the summer.
    There is talk of Altria taking a stake too and with it on the NYSE now the way has been paved.


  • Options
    #1563
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    In on Aphria today


  • Options
    #1564
    littlevillage
    Registered Users Posts: 2,912 ✭✭✭littlevillage


    Saanvi Important Blank wrote: »
    In on Aphria today

    Where are ye buying Aphria ?

    on Degiro it seems to only list TSX and Frankfurt :rolleyes:

    Thought it recenty listed on the NYSE or NASDAQ?


  • Options
    #1565
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    TSX for me


  • Options
    #1566
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    littlevillage wrote: »
    Where are ye buying Aphria ?

    on Degiro it seems to only list TSX and Frankfurt :rolleyes:

    Thought it recenty listed on the NYSE or NASDAQ?

    On the NYSE since Thursday last but don't see it on DeGiro other than Canada and Frankfurt. Hardly any trading in Frankfurt though so would have to be Canada.


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  • Options
    #1567
    Mach 3
    Registered Users Posts: 233 ✭✭Mach 3


    Skelet0n wrote: »
    Anyone who followed me into EDRY again after the 40% run previously, from ST:
    original_143707378.png

    Bouncing nicely off resistance and support lines, should keep tracing up.

    Look for a run if it breaks above the blue line.

    There is divergence on both indicators. ie neither followed the new high in price action.


  • Options
    #1568
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Any thoughts on RGSE?

    More dilution incoming but sentiment is good.

    Maybe an easy in and out play, down 8% today.


  • Options
    #1569
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    TOPS moving nicely again, dip bought at 1.80, EDRY taking it's time it seems.

    Thought it was shipping season..

    VSTM / VKTX / NIo / APH all looking good for today.

    Anyone eyeing up anything else? Looking for options.


  • Options
    #1570
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    I sold GALT yesterday near the top of the spike for once. I'd liketo get back in as from these levels I think it could be a 3/4 bagger but would prefer around 5 or under.

    LEDS has closed up the last 5 days, it's pre ER spike could be very close.


  • Options
    #1571
    valoren
    Registered Users Posts: 5,462 ✭✭✭valoren


    Best play would be Altria for pot stocks.
    The management would most certainly be looking for either a significant stake or buy one as a subsidiary.

    Can't seem to see APHA on degiro for the NYSE?


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  • Options
    #1572
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    valoren wrote: »
    Best play would be Altria for pot stocks.
    The management would most certainly be looking for either a significant stake or buy one as a subsidiary.

    Can't seem to see APHA on degiro for the NYSE?

    Altria have had talks with Aphria (this could get confusing) not long ago.
    Aphria made a statement that talks had been held but nothing agreed.


  • Options
    #1573
    evolving_doors
    Closed Accounts Posts: 11,812 ✭✭✭✭evolving_doors


    valoren wrote: »
    Best play would be Altria for pot stocks.
    The management would most certainly be looking for either a significant stake or buy one as a subsidiary.

    Can't seem to see APHA on degiro for the NYSE?

    Just get Aphria in Canada no!


  • Options
    #1574
    valoren
    Registered Users Posts: 5,462 ✭✭✭valoren


    evolving_doors wrote: »
    Just get Aphria in Canada no!

    True. I guess it's a case of, using a Canada analogy, skating towards where the puck will be i.e. big tobacco looking to cash invest themselves in pot.


  • Options
    #1575
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Saanvi Important Blank wrote: »
    TOPS moving nicely again, dip bought at 1.80, EDRY taking it's time it seems.

    Thought it was shipping season..

    EDRY earnings on the 8th.

    Should get it started.


  • Options
    #1576
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Skelet0n wrote: »
    EDRY earnings on the 8th.

    Should get it started.

    Thoughts on earnings? To buy the dip or not.


  • Options
    #1577
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Saanvi Important Blank wrote: »
    Thoughts on earnings? To buy the dip or not.

    Depends on how big your position is at the moment, how the midterms turn out, and how ready you are to take a low float risk.

    I personally think they'll beat earnings and it'll take off but I've been in since $9.50.


  • Options
    #1578
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Skelet0n wrote: »
    Depends on how big your position is at the moment, how the midterms turn out, and how ready you are to take a low float risk.

    I personally think they'll beat earnings and it'll take off but I've been in since $9.50.

    Got in at a similar price myself. Pulled the trigger there. If it gets within a few dollars of book value I'll take the profits. Way up with TOPS. Have dip bought twice so used that to pick up the extra EDRY.


  • Options
    #1579
    evolving_doors
    Closed Accounts Posts: 11,812 ✭✭✭✭evolving_doors


    valoren wrote: »
    True. I guess it's a case of, using a Canada analogy, skating towards where the puck will be i.e. big tobacco looking to cash invest themselves in pot.

    Just on the tobacco interest. I think any of these emerging companies would be cautious of being associated with 'evil tobacco' , especially as they're getting their nose in the tent via the medical benefits route (evil alcohol ain't as dirty a word..yet). So for that reason I'd be in two minds about banking on Altria... but of course they would have buckets of that evil tobacco money to throw around. And if it's all about first mover/mergers and acquisitions then they might take the queen's shilling.


  • Options
    #1580
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Midterms turned out great for us.

    Futures green, bring on the open.


  • Options
    #1581
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Good news for VSTM holders, though in the opposite world this stock lives in, good news means red so we'll see what happens.

    http://investor.verastem.com/phoenix.zhtml?c=250749&p=irol-newsArticle&ID=2375824


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  • Options
    #1582
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Skelet0n wrote: »
    Good news for VSTM holders, though in the opposite world this stock lives in, good news means red so we'll see what happens.

    http://investor.verastem.com/phoenix.zhtml?c=250749&p=irol-newsArticle&ID=2375824

    Am I right in thinking we are trading at cash?


  • Options
    #1583
    evolving_doors
    Closed Accounts Posts: 11,812 ✭✭✭✭evolving_doors


    Saanvi Important Blank wrote: »
    Am I right in thinking we are trading at cash?

    What's that mean


  • Options
    #1584
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Saanvi Important Blank wrote: »

    Am I right in thinking we are trading at cash?

    I don’t believe so, where did you read that?


  • Options
    #1585
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    "Verastem cash on hand for the quarter ending June 30, 2018 was $0.169B"
    The raised another $150M with convertible bonds last month.
    With a 350M market cap they're not far off, in theory anyway.

    Some more info about cash here.
    https://seekingalpha.com/article/4219044-give-verastem?page=2


  • Options
    #1586
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Bob Harris wrote: »
    "Verastem cash on hand for the quarter ending June 30, 2018 was $0.169B"
    The raised another $150M with convertible bonds last month.
    With a 350M market cap they're not far off, in theory anyway.

    Some more info about cash here.
    https://seekingalpha.com/article/4219044-give-verastem?page=2

    Ah I was looking at the BS from last earnings. Forgot about the new cash.


  • Options
    #1587
    Pussyhands
    Registered Users Posts: 8,239 ✭✭✭Pussyhands


    All green this morning.


  • Options
    #1588
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    evolving_doors wrote: »
    What's that mean

    When a stocks market cap is similar to its cash holdings minus liabilities.


  • Options
    #1589
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    Skelet0n wrote: »
    Ah I was looking at the BS from last earnings. Forgot about the new cash.

    Read that twice and took BS to mean bullshit. :pac:


  • Options
    #1590
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    The amount of times I’ve had to google two or three letters followed by “finance abbreviation”.


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  • Options
    #1591
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    EDRY earnings pushed to the 15th.

    Additionally VKTX report after close today.


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