Reddit Posts
$AFMJF or $AFM (Canada) Alphamin Resources: Tin
$AFMJF or $AMF (Canada) Alphamin Resources: Tin
APH: take note, slated to grow
$EVGN - AI Name Earnings Beat - $45m Cash and $30m Market Cap
Insider Trading Weekly Update #025: $NOW, $CFLT Executives Bail, Largest Trades Overall + By Market Sector From The Past Week
Apple is Stock Most Likely To Fall - Biggest Short - Here’s Why- Nigel Green CEO deVere WealthTech
DD on $RWBYF or $RWB:APH (balls deep? yes plz)
PHIL to moon? 40% up with 20:1 APH offering on 6/30 still coming
PHIL to moon? Up 40% with free shares of APH coming on 6/30
Mentions
I think USLM looks really interesting at these levels. Waiting for more of a dip, but want to buy more APH.
Been holding since 2016 APH days. I "made" and "lost" a lot of money.
I'm up 35% YTD. Biggest winners are PM, HWM, APH and WRB which are 4 out of my 7 stock portfolio.
There is still just a lot of hype in the advanced robotics department. I'm not the biggest fan of Elon, but I don't hate him either. I just don't know how far we are really along and Elon does have a track record of really blowing things up. Even then, I'd rather just own $APH as a way to play it than any company directly doing it.
Nah, PUTS —> MSTR, MARA, WOLF, APH, CLS (small) SNAP
Buying QCOM and APH
Post their earnings and CEO comes da below. GEV CEO talked about this being early inning in the electrification super cycle. VRT looks to be guiding higher. APH which does stuff with robotics and data centers had a great quarter. Ever since deep seek, there hasn’t been anything positive around these themes, so I’ll take it lol.
Solid guidance as well. APH also had great numbers.
$APH Q1 adjusted EPS 63c, consensus 52c Reports Q1 revenue $4.81B, consensus $4.3B. "We are pleased to have closed the first quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance," said Amphenol president and CEO, R. Adam Norwitt. "Sales increased from prior year by 48%, driven by excellent organic growth in the IT datacom market as well as robust organic growth in the mobile devices, defense and communications networks markets, together with contributions from the Company's acquisition program. In the first quarter, we once again realized strong profitability with Adjusted Operating Margin reaching a record 23.5%. We are extremely proud of the Company's outstanding performance." sees Q2 EPS 64c-66c, consensus 56c Sees Q2 revenue $4.9B-$5B, consensus $4.61B. continued, "I am very pleased with the Company's outstanding first quarter 2025 results. The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets. In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program.
I love how you guys losing money because you only buy high IV options on overvalued tech stocks mean while I’m up 6k today from not being a sheep and understanding what to buy and what strikes and implied volatility to target NIO up 10 GSAT up 10 SBLK up 3 APH up 2 DIS up 2 HUMA up 13 All of these helping me offset losses from crypto miners and oil/tech that have been dying Stop buying the same exact shit day after day there is a lot of stocks out there
Then why tf some stocks that got hit 17% are still falling another 5% this week… APH fucking bs
The year is 2069 and APH is still trading at 69.5
Can we pump APH pls? MM do it all the time so can we. This stock deserves to be $80 or more
Also will suggest another potentially lucrative play - APH
Guys if NVO goes to $90, NVDA to $130, AMD crushes earnings and goes to $130, CELH to $29 and APH back to $72 I will be finally breaking even
Does anyone know why APH got hit so hard tho. Cant find any specific news about it. They just had great earnings
I've been investing for years, important lesson is to let your winners run. Quality companies compound for decades because they have a quality product that no competitors can match, business models that everyone now and forever needs. You should be thinking about adding to them on dips not sell them buy losers. ADP's HRM business isn't superb, that space is somewhat commoditized but all large companies use it, APH is a forever hold, so is DHR, which I am buying on dips, DE is not overvalued and a great business, but I don't like the volatility of commodity exposure, MMC is an insurance brokerage/services, although it has runup a lot, it's one of the best so also basically a forever hold. If I had that portfolio I wouldn't sell anything right now. If I had to I would trim ADP, trim DE, and buy DHR.
For automation plays, I like a few industrial names like AIT, ITT, ITRI, and APH.
2018, but I've since bailed. Sitting on a pile of Tetra Bio Pharma, but nothing tradable! Was deep in on CRON (MJN), and APH; when Tilray bought Aphria, I was truly devastated.
I’m sure robinhood has made a lot off of this. That is $144,065,588.27 if people had to put in that amount for a contract or $290,096,229 if you had to put in dollars and get that return they state. At even the lower number of $144,065,588.27 in a money market account say for 7 days at 4.5% APH now that is about $124,330.57 for 7 days. Reddit made a lot of money off of this *cough cough I mean you guys*.
APH, though a bit less boring because of AI exposure
I have a few that have been solid compounders over a long period of time and I see no reason that shouldn't continue: $TXN/ADI/MCHP - kind of interchangeable, fundamental players in the new digital world $TMO - the foundational player in the life sciences and therefore the pharmaceutical industry $IQV - the leading clinical research organization with a vast trove of data that differentiates them from competitors $APH - an unsung networking juggernaut, continues to chug along $KEYS - a foundational company for telecommunications infrastructure worldwide, increasingly becoming more important in software
This decade will be all about AI infrastructure. So any company supporting the AI infrastructure will be a long-term winner in my opinion. Some names could be VRT, and APH. Also, industries that would experience most benefit out of AI like Insurance that can automate a big chunk of work through AI. Some names there could be UPST, LMND etc.
APH is really well diversified in their business. Great investment.
These companies are drowning in debt and high P/E. I would recommend going through their supply chains to find the companies selling shovel in a gold rush. One example on top of my mind is Amphenol APH. They manufacture electrical connectors for harsh environments. Take a look at its competitors like TE Connectivity and ITT.
A few for me: ANET - 50% Got in in 2023 when it was clear that AI was here to stay. I wasn't expecting the momentum to continue so powerfully into this year. Given some of the dynamics for the company, it looks like it's here to stay for some time. APH - 38% Another AI winner. Just didn't expect it to continue to power higher so nicely. I didn't believe it had so much AI torque. VRT - 67% Another AI winner My biggest *surprise,* though, a company that hooked me the second I understood what it actually did was TransMedics, TMDX. Up an astounding 116%. I bought a nice dip, though, and am up about 150%. What a powerhouse and wonderful, revolutionary company that's saving lives and genuinely improving the state of humanity in their own way, though I'm sure at crazy-high margins.
Why have I never heard of Amphenol Corp? I have follows the markers every day for years and I've never heard the name. $80B market cap. Ticker APH.
Is a wealth front HYSA worth it? I want to open a HYSA and they seem to have high reviews and APH
I see your point now, I thought you were comparing an ETF with democratic-leaning companies to one that doesn’t include those companies. It seems that the most overweight companies in the Dem ETF cited (compared to SPY) are Loews, Costco, APH and IBM. All of those have outperformed the index in the past 3 years. Since they are from very different sectors, I think “coincidence” could be a valid answer.
$APH reports Q2 adjusted EPS 44c, consensus 41c Reports Q2 revenue $3.61B, consensus $3.39B. “We are pleased to have closed the second quarter of 2024 with record sales and Adjusted Diluted EPS both exceeding the high end of our guidance,” said Amphenol President and Chief Executive Officer, R. Adam Norwitt. “Sales increased from prior year by 18%, primarily driven by growth in the IT datacom, defense, commercial air, mobile devices, mobile networks and automotive markets, as well as contributions from the Company’s acquisition program, partially offset by organic moderations in the broadband and industrial markets. During the quarter, we again realized strong profitability with Adjusted Operating Margin reaching a record 21.3%.”
APH - Amphenol Sounds like drugs. I'm gonna buy some.
I work for a top 10 data center construction company, and unfortunately all of them are private as far as I know. You have a lot of good comments and tickers suggested so far. I’ll add MOD and APH. I’m also a fan of SMR. Power is literally running out for these buildings and many projects are being put on indefinite hold.
Alphamin Resources $AFM (TSX) >Alphamin Resources is a low cost tin concentrate producer from its high grade deposit at Mpama North. This is on its mining license and it has an additional five exploration licenses covering a total of 1,270km^(2) in the North Kivu Province of the Democratic Republic of Congo (DRC). >Alphamin is headquartered in Mauritius and listed on the TSX Venture Exchange (TSXV: AFM) and the Johannesburg Stock Exchange AltX (JSE AltX: APH). >At a tin grade of roughly 4.5%, Mpama North is the world’s highest-grade tin resource – about four times higher than most other operating tin mines in the world. >The Mpama North mine is in production. It has an output of \~10 000 tonnes of contained tin per annum, amounting to \~3% of the world’s mined tin supply.
I've seen the name before, just it's one of type of stocks I've been burned with in the past. Actually going to re-open a position in APH, they just did a split. [https://www.cnn.com/2024/06/12/americas/russian-navy-cuba-intl/index.html](https://www.cnn.com/2024/06/12/americas/russian-navy-cuba-intl/index.html) Just interesting how much things have changed from the cold war. Not a ton of news around it. Just seems like a show of strength for Russia. Also this the other day: [https://x.com/Stephanie\_Link/status/1800886948514648345](https://x.com/Stephanie_Link/status/1800886948514648345) >The 5 bps drop in mortgage rates last week led to +15.6% W/W surge in applications. Next week ought to be even better with where rates are now after today’s CPI report. This will be an interesting summer for home sales, since we are going into season.
I will be buying a contract off of APH! Than on to my 2 contracts for NVDA expiring the end of June. They are doing a 10:1 stock split in June 7th. Than June 26 the day after my birthday. Chipotle doing a 50:1 stock split! I’m getting in on that! Than July 12 USLM doing a 4:1 split. Than September 11th Cintas doing a 3:1 split and than LRCX on October 2n will do a 10:1 split! I’m going to get in on the stock pits. So I can own more shares and contracts
Idk I profited on APH and TLRY, lost on LHSIF, and am now holding a bunch of MSOX and LFLY
I'm hangover from yesterday's APH(ter) party Good morning!
Where's our invitation to the APH(ter) party?
AMZN and other megas don’t give a shit about rates. Utilities. MPWR, APH, etc. Boring shit like WM, AZO, ODFL (it’ll come back), UNP Find longs it’s easier than shorting. You can short SOFI if it pops, too much de SPAC taint.
buy anything related to building infrastructure of the future: electrical parts, wiring, electrical energy grid/storage/transmission, anything nuclear reactors, jet engine makers, etc. related tickers: $RCYEY, $GE, $EMR, $APH, $DBD
Also, I have a prediction formula I made that I use which on Thursday was off by a factor of close to -1 on all of the earnings except for GOOG where it was -2x and CDNS, VRT, APH, and ASX where it was spot on.
$APH Amphenol reports Q1 adjusted EPS 80c, consensus 73c Reports Q1 revenue $3.26B, consensus $3.1B. "We are pleased to have closed the first quarter of 2024 with sales and Adjusted Diluted EPS both exceeding the high end of our guidance," said Amphenol President and Chief Executive Officer, R. Adam Norwitt. "Sales increased from prior year by 9%, driven by growth in the IT datacom, commercial air, automotive and defense markets as well as contributions from the Company's acquisition program, partially offset by moderations in the mobile networks, broadband and industrial markets. During the quarter, we again realized strong profitability with Adjusted Operating Margin of 21.0%, a first-quarter record. We are very proud of the Company's outstanding performance during the quarter."
They add it back when calculating all non-gaap numbers, not just EBITDA. The highest quality companies (AAPL, AMZN, APH, etc) generally don’t play the non-gaap game. I just think it’s worth calling out for a company like Uber where SBC is 30%+ of total compensation. Yes, it is of course a non-cash expense, but the sheer amount of dilution in a company like Uber is worth noting. SBC is still a real expense that investors should be aware of.
Not sure why you were downvoted, I like TEL a lot as well. I just mention APH as it was a bit closer to its lows. I have a position in APH, ACLS and TEL
Yup! I’m DCA’ing into APH, ACLS and TEL.
Do you have a watchlist you can share in addition to APH? Thanks.
I’ll attempt to actually answer your question. What I’ve starting building a sneaky position in is with interconnects. Not as sexy as AI but In order Accelerators/GPUs to effectively work with each other for larger training models, the communication bandwidth of the PCIe-based interconnects between them needs to scale to keep up with the exponentially increasing size of parameters and data sets used in AI models. A great place to start would be APH
I can't for the life of me find the source now, but I vaguely remember Irwin mentioning that Canopy approached them. CGC stock had recently had a nice bump and so Irwin didn't find that the offer/valuation was a good match for Tilray investors. It might have been CGC/APH, prior to the Tilray merger? Who knows! I could be way off.
APH, CTST, OGI.wt, TRUL.wt…. I’ve seen some shit man. They say it’s called paying your tuition when you lose money in the market so I’ve got a graduate degree. Here’s to greener futures for us.
I remember when ACB, APH and CGC had 'unlimited growth'
My top performer today APH, up 300%... Will hold for upgrade and 1000%
I remember holding APH, CGC, back in 2016/7 when I was starting out in pot stocks and it wasn't the actual legalization, but the hype of it that made us all that money. I'm looking forward to getting rich all over again. The US will be even bigger gains for us all.
Cannabis sector success story incoming. I was here before and during the Canadian MJ boom. I was and still am your average, every day tradie/wageslave. I had about 20k saved up at the time (all in basic ETF’s) and took a chance on ACB. I watched $1500 turn into $10,000 almost overnight and I quickly shifted my entire portfolio into weedstocks. CGC (I think it had a different ticker back then), APH, and a few others. I watched my portfolio boom to 90k and daily swings of 5-6k up and down didn’t even phase me. I was here during the Aphria short report and watched my portfolio drop from 90k down to 40k overnight. I held on and ended up selling everything with a portfolio worth about 70k and purchased a multi unit home. Renovated that place top to bottom and now have two great tenants and cash flow while my property pays itself off and I rent out of province in one of the most beautiful areas in Canada. I’m far from where I want to be, but weedstocks, and some of the good (and terrible) advice in this channel actually got me to where I am. When the US MJ sector booms, a lot of people here will be upgrading their lifestyles, if ever so slightly. Make sure to take some profits and diversify. Take some of that money and turn it into something you can touch. Have a game plan, and a time frame. Sell your initial investment if you manage to double up perhaps. I’m back to where I was a few years ago, with cash on the sidelines and looking to replicate what I’ve already done. Merry Christmas everyone and best of luck in 2024!
TMO - Thermo Fisher; the premier life sciences/tools company TXN - The bellweather semiconductor company in the analog space APH - One of the best-run networking equipment companies out there MRVL - a little more speculative, but I really like where they've been aiming their business - cloud and networking chips
Maybe not outperform like crazy but still outperform, imo, are: ADI ICLR APH
Lol. Can honestly say I have never owned Tilray. Of course that also means I missed it's mad dash to $300 in the early days. I owned APH back then but was out long before they bought all those juicy LATAM revenues lol.
It is a bit strange. The company is being bought up by another company on the NYSE, Amphenol Corporation (NYSE: APH). Usually we are given shares in the new parent company...not this time. Expected to close in the fourth quarter of 2023 or early 2024 PCTEL will no longer be listed on any public market.
Over valuation? Cannabis stocks, particularly Canadian stock are trading at all time lows essentially. It is a great time to buy, but important to buy as profitable as possible ones. A lot of Canadian LPs have failed business models and can’t churn profits. Dbccf, Nvacf, Vff are likely your best bets in CA.. You said APH, that’s not even a company.. They merged with Tilray.
I like CASY, TJX, APH, SHW, and ADP for some of my picks.
I got so fucked on options today that I bought 1 share of APH, 2 shares of INTC, and a few shares of gamestore 
Haha I appreciate the hypothetical medal. It's all we can afford, for now. I remember feeling this despair when I averaged down bitcoin at 4k and eth at $100-200. I also remember feeling the despair when weedstocks/APH crashed the first time around after the short report. It feels like it's time to flip the script "soon". The volume is basically non existent. Sellers are beyond exhausted. Just look at Cresco, 7.5k volume on the CSE. AYR 2k on CSE, TRUL 12k, just to name a few. Supply is drying up, and once we get an influx of demand, should be off to the races. At least, that's what I'm banking on.
As a long time holder from the Thick Vic days, I can say with zero certainty APH/TLRY is part of the basket as they would constantly move in unison with popcorn and baby on zero material news.
APH (and APHA) holders got absolutely shafted on the merger. My average on TLRY is $19.40. Wonderful. Only need like 10 more weeks like this week from here lol
$APH numbers: ∙ Adj EPS 72c vs. 75c y/y, est 68c (Cons) ∙ EPS 74c vs. 76c y/y ∙ Net sales $3.05b, -2.6% y/y, est $2.95b ∙ Harsh Environment Solutions net sales $888.9m, +12% y/y, est $833.7m
NXPI, TMO, DHR, AVTR, APH, BSX, DXCM, STM, NEE - please do well
JBL, FLX, FN, SANM, RELL, APH are a few of the names I like. I only have a position in JBL, but them FN, SANM and FLX are interesting. My investment thesis is looking for companies that will do well with electrification, onshoring, money from the infrastructure bill/ira act, and then physical data center, especially around power management.
Too vague of a question. Just this calendar year I’ve had a bunch a swing trades make a ton of money and a bunch go to shit. I’ve held multiple stocks all the way down to zero at various times. I stay mostly in the indexes nowadays, with some individual picking for the longer term, as well as some shorter swing trades of a week or less. Keeps it interesting for me and I do OK at it. I wouldn’t advise anyone to do this unless they have significant reliable cash flow from another source other than the stock market. To give you somewhat of an answer, worst picks were all the zeros. Best long term picks have been AMZN, APH, WSO, GGG. However there are lots of shorter term trades that I get out of in the green if I don’t believe in the continued performance of the company. Lately I’ve been buying and selling the AI hype/bubble. Kinda risky, but there is money to be made.
Quake3trust it has been a long journey from APH to APHA to TLRY. The industry has turned multiple times. It has been our ability to adapt to those turns that has left in this position – a company that has the ability to raise capital because of the market’s belief in us, a company with arguably the strongest balance sheet in the space, a diversified business that is only becoming stronger as we add new businesses, the #9 craft beer producer in the US, the #1 Canadian cannabis company measured on share, the #1 branded hemp company in North America, as measured by Mulo and the #1 cannabis company in Germany with the largest production facility in the EU. But to answer your question, back when I joined APH in 2014 as a board member and then becoming CFO in 2015, this is not where I expected the company to be in mid-2023. While the cannabis industry in Canada evolved to something no one was expecting, we are such a stronger company as a result of all the other things we have done that no one would have thought of back in 2014. International cannabis revenue has declined over the last nine months as a result of our exit from Israel. Israel has too many license holders, there is too many sub-par product in the space and companies that are not motivated to pay their bills. They place orders, bring the product into the market, try to compete on price only and then try to pass the price decreases on to the supplier, if they are even willing to pay. We believe, now is not the time to be selling in the Israeli market. However, we continue to expand our operations into other European countries and expect that trend will continue.
Hi Carl, Thank you for addressing our questions. I've been long believer, follower and shareholder since APH and have added shares until I had no money left to add. However since the TLRY merger, I have been silently questioning but ultimately trusting in the management. I hope things can turn around, so here are my questions. I hope that they are not as challenging for you as it seems my ability to recoup my losses are. ​ 1. Before legalization, Vic Neufeld predicted that the Canadian cannabis market would undergo oversupply and price compression destroying many companies and that low CoGs would determine the companies that survived and own the space. How has the management capitalized on being right when everyone else was wrong? 2. It seems to me, correct me if I am wrong, that you have made some big purchases: BrokenCoast, Medmen, TLRY, HEXO, Sweetwater, Breckenridge, GreenFlash; At a huge cost in 'goodwill' which has been lost and written off as "impairment charges". How much in total are these impairment charges so far and how much is more are you expecting? 3. Canada banned cannabis advertising and marketing, and restricted packaging to "plain" labels. You bought the #1 brand Broken Coast and had IMO great brand distinction with GoodSupply, Solei, RIFF, B!NGO. Despite knowing that the consumer only sees the name in plain text on a plain box with the THC percentage, you kept pushing money into branding and even buying HEXO for more brands that are basically a name and THC percent. How is this not a waste of money and even cannibalizing your existing brands? 4. What efforts are you making to open up regulations on advertising, and marketing to leverage the amount you've invested into brands? 5. The total addressable market for cannabis in Canada has reached the peak and Canada has forced this by banning it's sale where alcohol and tobacco are sold and regulating cannabis products so that they cannot successfully market themselves as direct alternatives despite it being the preferred and healthy alternative for many people. Now that your competition is dead and the whole industry is struggling to realize profit, is it time to level the playing field and open up the Canadian cannabis market to replace alcohol and tobacco? What efforts are you making with the Canadian government to change these anticompetitive regulations? 6. It seems to me like the path to profitability is to change the Canadian landscape and there is great economic and political benefit to Canada. TLRY seems well positioned but is this something the management recognizes as a priority and is it a challenge they are capable of succeeding at? Thanks again Carl.
Reader's Digest version to provide context: As a long term shareholder (early 2018) I watched APH become APHA and then the buy of Tilray (I believe the decision to take Tilray's name was likely due to Aphria having a bad reputation, especially with a short report done on them by Hindenburg in Dec 2018). I suspect most of the anger is due to this sector in general getting smashed for the last 28 months. The next has to do with Irwin Simon getting paid tens of millions of dollars a year, but hardly owns any shares. He seems to prefer buying hotels (so much for focus). I am not sure how he regards retail shareholders (the largest group of shareholders). We gambled and lost on SAFE. Rescheduling is taking longer than planned, and Germany fell short of expectations. Speaking for myself, despite these outside influences, I am not seeing (it does not mean they are not doing something) a cogent gameplan from the high priced help. That move last week (given there is cash on the books and the stock price is hovering around the point where margin calls are made with no shares allowed to be bought on credit) seems to punish long term shareholders in favour of terms that appear to invite shorting. I doubt Mr. Merton will be able to shed much light, but who knows, maybe he will be in a position to clarify WTF happened.
I've seen a number of AMAs over the years and appreciate the community engagement Carl! Been investing since APH and would like to know the best way to get more involved in support of Tilray's future. Such as, where to share product ideas or solutions? Oh, and how many shares do I need to join the board??
Carl: I have owned APH/APHA/TLRY for over five years now. I have to construct this as a question in order to make the cut. I hope this "question" makes it to the very top of the long list of good queries as it may impact the tone of your responses to a host of legitimate concerns. My question is: How do you intend on answering these AMA questions? If your responses are mostly defensive rhetoric, I will take my losses in this company and try to recoup elsewhere, perhaps MSOs, or even in another sector like AI. If you are able to provide a cogent overview of where this sector is headed and perhaps offer the slightest bit of insight and dare I say 'hope' that something tangible is coming for Tilray than perhaps I could be convinced to remain invested. I've been on Reddit weedstocks for about as long as I have owned your stock. I assure you the 'mood' on Tilray has changed significantly over the years. Most have already written off Canopy Growth; it seems Tilray is not far behind. Why should I remain invested in Tilray and not move into a MSO? Or into another sector altogether?
Hmmm...I just noticed something rather compelling on my unsheltered investment account. I do not have anything on margin. I had a very bad experience in 2018 when I was about 50% margin on APH when Hindenburg released its report. Never again. However, and this could be potentially significant, I note that my available margin (I own mostly Tilray in this account) went from about a third of the value of my investment to zero. I could not buy anything on margin even if I wanted to (BUT I DON'T WANT TO). Has anyone else noticed this? Somewhere in the back of my mind I seem to recall if the share price of a company went below a certain amount then the financial institution will reduce available margin on the account. First time I recall seeing no margin available. I am still trying to figure out why Tilray dumped so badly on Friday. The debenture issue was not good news, but the significant percent decline seems a rather harsh backlash. I cannot help but wonder if a lot of retail wound up getting margin calls as the percentage of margine was automatically reduced. Given there was some entity picking up all the sell orders (that flatline yesterday was really quite something) could this have been the result of technically driven margin calls? As I stated, this just occurred to me as I noted '0' in my margin available column when there is normally room to buy about a third more of the value of my cash equivalent.
From APH to APHA to TLRY, is this where you expected the company to be mid 2023? With multiple press releases about Europe, why is international cannabis revenue falling?
[https://www.amazon.com/photos/all/gallery/lPQtNmS5S7CEDA6XLpnw2g?sf=1&ref\_=APH\_D\_PA1](https://www.amazon.com/photos/all/gallery/lPQtNmS5S7CEDA6XLpnw2g?sf=1&ref_=APH_D_PA1)
APH Q1-2023 Earnings EPS +3% $ 0.69 (vs 0.67) REV +3% $ 2.97B (vs 2.9b) Second Quarter 2023 Outlook Amphenol expects sales to be in the range of $2.890 billion to $2.950 billion vs. $3.07B consensus. This represents a 6% to 8% decline over the prior year quarter. Adjusted Diluted EPS is expected to be in the range of $0.66 to $0.68 vs. $0.72 consensus, representing a 9% to 12% decline over the second quarter of 2022.
>I would recommend looking into companies that are involved in the cannabis industry. Many of these companies are small and penny stocks, so they may be a good fit for your portfolio. Some examples include Canopy Growth Corporation (CGC), Aurora Cannabis Inc. (ACB), and Aphria Inc. (APH).
Not yet, I will. Actually started looking into STM today and ended up opening a position. I moved out of my APH position, ended up making like 8%, and moved into here.
Didn't realize APH report this morning, looks like it was a double beat: $0.78 EPS vs $0.75 EPS Expected $3.24B Revenue vs of $3.03B However it lower it's Q1 Guidance looks like it's down like 2-3%. Not too terrible.
ABT 110p, APH 80c, Punked out on 200p's on BA, FCX 40p, NSC 240p lets see how f'd I am!
APH earnings on Wednesday, could be a runner. Work in electrical industry, make a lot of military grade plugs and receptacles.....
Similar situation...I exited about half of my overall position in this sector (sold all my MSOS) the second week of December. I am seriously contemplating moving what remains to the beaten down FANG stocks. The only Wild Card I see is a reschedule announcement...but to misquote your comment, a Hail Mary might lie in a surprise rescheduling. I've been here since 2017. I only did really well twice; the first time was that glorious morning when Bruce Linton surprised the market with the 5B Constellation cash injection. Turned my 35 dollar WEED shares into 55 almost overnight. I sold before they hit 70ish. The second time was selling my 11 dollar APHA shares for 17 in Jan 2021 (but missing that run to 40). Unfortunately I made a big margin buy on APH just before the Hindenburg Report (went all in on the reported Altria deal). Then I bought into Peter Aceto being CEO of CanTrust (his background was CEO of a Tangerine Bank), and of course I somehow determined Cresco was a solid investment. I bought ACB after visiting the West Edmonton Mall and seeing their flagship store. I sold a few months later at a 50 percent loss. That could have been much worse. My list of miscalls in this sector seems endless. Hope? Mostly lost. Fortunately, I went big into oil when ConTango pushed a barrel of oil into negative territory. That was insanity and I jumped in big time. Some of those dividend earners have grown over ten fold these last two years. Bottom line...my overall portfolio is still down down 30 percent. My loss on weedstocks comes in around 70 to 80 percent. If it was not for this sector I would actually be green. Not desperate; but certainly wondering if these pigs will ever fly.
APH earnings next week, I work industry adjacent, they may be due for a run. Seems like MMs kept the price under 80 this week so the big chunk of calls didn't pay. Low liquidity on options, so beware. https://finance.yahoo.com/news/strong-financial-prospects-force-driving-130953578.html?.tsrc=rss
Northern Trust missed big time APH (Amphenol) has earnings next week may be one of the few companies to have a good year. A lot of military equipment being ordered on NATO's side to replace all the shit we sent over.
Not too much longer until ACLS and APH rocket