ACB

Aurora Cannabis

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-$5.80 -81.92%
Alberto Wallis's avatar
$22.4m follower assets
Upcoming Earnings Calendar (Feb 7th - 11th)
Hey guys!

A key week is ahead of us! Here's what I'm interested in:

  • $APPS - One of my largest holdings. I'd like an update on the progress of single-tap and the tests they were running with Meta $FB. I'm also interested in seeing how their device footprint is expanding after their latest deals.
  • $DIS - They've invested heavily on Marvel and Star Wars series for Disney+, so let's see if this translates to lower churn and higher growth.
  • $NET - Really interesting stock but the valuation seems too high. Let's see if there's a good opportunity to enter post-earnings.

Good luck!

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:

TUE:

WED:

THU:

FRI:
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Mega week for earnings! (Nov 8-12)
Here are featured earnings we are paying attention to @ Fincredible.

The ones I'm paying close attention are:

$PYPL - Want to learn more about their plans for 'super app', integration of BNPL and if any color on rumored $PINS acqn, which is now dead (or never was there). I own some $PYPL

$PLTR - I think I'm the only non-bull on this company. I'm unsure of their technological prowess and confused by their corporate governance. I don't own and have no plans, but just curious.

$COIN - I have no exposure in crypto except via a managed investment on Titan, but I think this is a great way to continue to learn and try and get smarter

$U - I like this company a lot. I'm particularly interested in their non-gaming revenues which I think is a larger TAM. Selfishly, I'm hoping this stock falls after earnings (Sorry for the many who own it) so I can buy on the dip, but not expecting it.

$SOFI $AFRM - I view both of these innovative companies but are overpriced, and don't have as much moat as people give them credit. Yet always interested to hear about them to be proven wrong, and given my investments in $PYPL, banks, and various private fintechs

$EHTH - not Ethereum, but eHealth. Given they fired most of the management team recently, always interested in what the tone/focus of the call is.

BTW as of this week, for S&P 500 companies (plus other popular stocks) you can not only play the calls in real-time at Fincredible, but also read the transcript and monitor specific keywords in real-time. Check it out - https://app.fincredible.ai/latest-earnings

MON

TUE

WED

THU

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Eric Pelnik's avatar
$278.2m follower assets
Earnings this week
📞Which calls are you most excited for?
**

Monday, May 10th**
$AFRM Affirm Holdings
$APPF AppFolio
$DUK Duke Energy
$TTD Trade Desk
$VOYA Voya Financial
$SPCE Virgin Galactic
$REAL The RealReal
$VCYT Veracyte
$MAR Marriot
$SDC Smile Direct Club
$WYNN Wynn Resorts

Tuesday, May 11th
$EA Electronic Arts
$ARMK Aramark
$COKE Coca-Cola
$FUBO Fubotv
$U Unity Software

Wednesday, May 12th
$AMAT Applied Materials
$JACK Jack in the Box
$DT Dynatrace
$VRM Vroom
$LMND Lemonade
$SONO Sonos
$WIX Wix.com

Thursday, May 13th
$ACB Aurora Cannabis
$BABA Alibaba Group
$ABNB Airbnb
$DIS Walt Disney
$DASH DoorDash
$FTCH Farfetch
$GDRX Goodrx
$PUBM PubMatic
$NEWR New Relic
$COIN Coinbase

Friday, May 14th
None of interest

Sources: Business Insider, Google Finance, and Yahoo Finance
Micheas's avatar
$49.8m follower assets
With a Georgia Sweep We Could See a Marijuana Stock Spike
Intro:

In the morning of January 6th, with the appearance that the Senate will be split 50:50, the immediate buy that I see is diving further into marijuana stocks.

Yes, could we look at the industry and manufacturing expecting a Biden agenda to tackle infrastructure or climate change. However, a more explicit agenda item that we saw a previous spike on election night is in the marijuana market following victories on the ballot in individual states. With the potential of federal decriminalization, this is a great opportunity to buy in or add more to my portfolio.

What I am doing about it:

I already own $ACB and placed purchase orders for $SSPK and will be cautiously watching until I see a confirmed victory for Ossoff.
  • I purchased $ACB back in October and November.

What's next is to see the 100-day agenda that President-elect Biden comes out with. If we don't see any mention of decriminalization and the stock price responds negatively, Ill buy more to lower my cost in $SSPK (maybe $ACB as well, depending on the price change).

My expectation would be any legislation for decriminalization would fall down the priority list compared to reversing Trump's family separation policy and distributing the covid-19 vaccine.

Looking at Biden's own website to see his plan around federal decriminalization and with a democratic majority in both houses of Congress, it's not as much of a matter of if but when.

"Decriminalize the use of cannabis and automatically expunge all prior cannabis use convictions. Biden believes no one should be in jail because of cannabis use. As president, he will decriminalize cannabis use and automatically expunge prior convictions. And, he will support the legalization of cannabis for medical purposes, leave decisions regarding legalization for recreational use up to the states, and reschedule cannabis as a Schedule II drug so researchers can study its positive and negative impacts."
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Eric Pelnik's avatar
$278.2m follower assets
Earnings this week
Monday, Nov 9th
$MCD McDonald's
$BYND Beyond Meat
$CGC Canopy Growth Corp
$TLRY Tilray
$REAL The RealReal
$ACB Aurora Cannabis
$NKLA Nikola
$ELY Callaway Golf
$ZI ZoomInfo

Tuesday, Nov 10th
$DDOG Datadog
$LYFT Lyft
$JMIA Jumia Technologies

Wednesday, Nov 11th
$ADP Automatic Data Processing
$VRM Vroom
$LMND Lemonade

Thursday, Nov 12th
$DIS Walt Disney
$CSCO Cisco
$AMAT Applied Materials
$WSM Williams-Sonoma

Friday, Nov 13th
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
Eric Pelnik's avatar
$278.2m follower assets
Earnings this week
Monday, Sept 21st

none of interest

Tuesday, Sept 22nd

$SFIX Stitch Fix

$ACB Aurora Cannabis

$NKE Nike

Wednesday, Sept 23rd

$GIS General Mills

Thursday, Sept 24th

$COST Costco

$MTN Vail Resorts

Friday, Sept 25th

none of interest

Sources: Google Finance, Business Insider, and Yahoo Finance
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