Weekly thought on $AEMD, $GRWG, $HTGM, $IBIO, $LRAD, TRXC

Well, it has been rough and tough in the past three weeks for the broad market after a severe downturn four week ago.SP-500_weeklyAt least, the past three weeks were successful in stopping the bear from pushing broad market further down.

When you think about it, where else can anyone put their money in if not the stock market?  The more I think about it, the more I think (aka my 2 cents) the stock market is the ONLY game in town that has the ability to fight inflation with ease.  In my humble opinion, inflation, despite economic “indicators” telling us that it’s under control, is climbing higher in areas that counted the most.  Housing and foods ain’t cheap anymore. Sure, if you want to eat cheap processed foods and fast foods for your regular meals, be prepared for future health issues such as diabetes, heart diseases, high blood pressures, and obesity.  To eat healthy, whole foods, vegetables, and fruits are the way to go but they ain’t cheap anymore especially if you plan to eat it daily.  Inflation has forced a majority of us to allocate our limited financial resources to other “choices” we have in making our quality of life more enjoyable.  And healthy foods, unfortunately, may not be a top priority to most because most of us have already been “addicted” to the refined sugar, salts, and saturated fats that come with the processed foods we eat.  Processed foods such as frozen dinners, canned foods, and fast foods are some examples of what society has to offer for those who have no time or budget to buy fresh groceries and cook a nice meal everyday.  I’m sure there are plenty of people out there who eat healthy everyday but I believe they represent only a fraction of our population.

Hence, I’m seeing an inevitable health epidemic caused not by infection but by our eating habits. And when health epidemic caused by the foods we eat compromised our immune system, it is setting the stage for a more severe and dangerous attacks such as cancer and infection from viruses or bacteria. Of course, global warming (regardless of whether you believe it or not) will continue to weave havoc by creating an unfriendly environments for the human population to live in.  It’s almost like we are building ourselves a perfect storm for nature to affect the human race in an unhealthy way.

These are the thought that shaped my mental framework in selecting the stocks I’m holding.

$AEMD and $IBIO are biotech stocks that have the potential to offer affordable and FASTER solutions in fighting future bio-attacks from enemies or natural pandemic attack.

$HTGM offers quicker, faster, and cheaper way of performing tissue biopsy.  I believe this approach is more superior than liquid biopsy which is not cost effective as of yet.

$GRWG is supplying agricultural products to the cannabis growers.  With the POTUS promising to allow States to regulate their own cannabis businesses, I expect Grow Generation to be more aggressive in their pursue of M&A to expand their size.  I believe Grow Generation is in the RIGHT PLACE at the RIGHT TIME to take advantage of the BIGGEST OPPORTUNITY in building the future home depot for cannabis growers.  The shift to legalization in the federal level is like the end of alcohol Prohibition. This is HUGE opportunity for those companies who are already on the ground running!  And I believe $GRWG is setting up to run some pretty long miles from here.  Btw, medical cannabis is beginning to gain major traction, so I expect GRWG to benefit from more patients growing their own medical cannabis to save money for long-term use.

$LRAD has the best mass notification technology to replace all legacy bullhorns.  In light of the global warming and its effect on natural disasters, I believe it is high time for the global communities to upgrade their mass notification system with the latest technologies to save life.  Not to mention the potential of LRAD’s long-range acoustic device being selected to be used in the building of the Mexico/US border wall.

$TRXC is all about robotic.  And the future is all robotic as well.  You can read my thought on $TRXC by clicking –> here.

Thanks to rallies from $GRWG, $LRAD and $TRXC, my port was able to end the week slightly higher despite negative downturn from $IBIO.  $IBIO is going through a potential reverse merger decision-making process to be decided soon by shareholders votes.  As far as I’m concerned, this is just another piece of noise that will soon eclipse by the real catalysts from iBIO.

Current positions:

LRAD  TRXC  IBIO   GRWG  HTGM  AEMD & cash (up 4.3% YTD)

My 2 cents

From my camera:

IMG_0499



Categories: Daily trading Journal, trading journal

Tags: , , , , , ,

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