Aphria Inc | StockChase
20
Aphria Inc (APH-T)

Last Price Recorded: $8.9200 on 2017-11-21

ON STOCKCHASE SINCE Sep 2016

agriculture

Aphria Inc


Signal Opinion Expert

2017-10-30

DON'T BUY
Aphria Inc (APH-T)

He prefers to play the broad space rather than figure out who wins the race.  He prefers the HMMJ-T ETF.  We are close to a market high so he thinks the market risk is high.  The next broader market correction will pull this one back.  He would keep your powder dry.  In a 10% allocation to speculation he would put 1% in Marijuana.  Maybe 3 or 4 if you are really speculative.  He would prefer speculating more in AI.

agriculture
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $7.290
Owned: Unknown

2017-10-26

DON'T BUY
Aphria Inc (APH-T)

One of the larger players – very large greenhouse operations.  One of the early movers in the space that has scale.  He prefers another (Med Relief – LEAF-T).  He was skeptical of the space but now he feels it will be a big industry.  APH-T will have reasonably low costs.  There is no question there will be large volumes but regulatory pressures are an uncertainty.

agriculture
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $6.840
Owned: No

2017-10-25

COMMENT
Aphria Inc (APH-T)

There is a lot of uncertainty in this industry. He feels there is going to be a supply/demand imbalance and the price of these stocks should go up, because he understands there is not going to be enough supply to handle the demand there is going to be. We are still not sure what the legislation is going to look like. If he were in this space, he would prefer Canopy (WEED-T), because it seems to have the biggest track record and more of a valuation behind it.

agriculture
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $6.900
Owned: Unknown

2017-09-28

WATCH
Aphria Inc (APH-T)

This is the only play he has ever owned in the Marijuana space.   He did extremely well on it but before all the hype about it.  The market caps are now so large and not spinning off much cash flow so it is hard for him to justify them.  He likes the management and they are one of the low cost producers.  He stays away because of valuations. 

agriculture
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $6.860
Owned: No

2017-09-21

COMMENT
Aphria Inc (APH-T)

The sector got a little soft recently. Chart is showing a nice upward trend line from early 2016, followed by some pretty big volatility ranging from $8 down to $4.50. It has broken up through its downtrend recently. The 1st place he would look at is resistance of around $6.50, which is probably not going to be until the peak of around the current level of about $6.60. He would like to see some volume above $6.61.

agriculture
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $6.610
Owned: No

2017-09-14

COMMENT
Aphria Inc (APH-T)

If you went back to when the original companies first came out, this is the one that probably had the strongest management team. If you believe highly in the sector and are a buy and hold investor, you buy this and hold it, and it will be worth a lot more down the road than it is today. He has been out of this, but is back in it again.

agriculture
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $6.290
Owned: Yes

2017-08-31

BUY
Aphria Inc (APH-T)

APH-T vs. WEED-T.  It’s always good to be diversified, should hold both.  They both seem to be moving away from the pack to the upside.

agriculture
Chris Damas

Editor, The BCMI Report

Price: $5.990
Owned: Unknown

2017-08-23

DON'T BUY
Aphria Inc (APH-T)

It did exceedingly well the last couple of years.  It all peaked out in the spring this year.  Price momentum is waning. 

agriculture
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $6.070
Owned: Unknown

2017-07-31

COMMENT
Aphria Inc (APH-T)

Chart shows the stock reached a bottom recently, but has pulled back up again. His concern would be if it broke below $4.20. A lot of these “risk stocks” move with the market, and have nothing to do with the industry itself. Although technically this is fine, his concern would be if the market pulled back, people overall may just get out of this in order to reduce risks.

agriculture
Brooke Thackray

President, Jov Investment Management

Price: $6.460
Owned: Unknown

2017-07-26

COMMENT
Aphria Inc (APH-T)

Thinks this is ultimately going to be a huge growth business, and Canada is probably going to be the trendsetter as far as growth goes. Expects this will become one of those global companies that ends up taking massive market share as the years go by. He is waiting to see how provinces deal with this on regulations. If you are a longer-term investor, you just ride this out, but if you are a shorter-term investor, you should be tactical and when things are crazy and getting out of hand, you trade in and out.

agriculture
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $6.630
Owned: Unknown

2017-07-14

COMMENT
Aphria Inc (APH-T)

He owns no marijuana stocks. This company recently put out their earnings, and as far as he knows, it is the only cash flow positive marijuana production company in Canada. Their cost of production is about $1.11 a gram, and low cost these days is $2 or less. They are also taking some of their product and producing oil, which is important. If you end up with mold and run it through a distillation process, you can quite happily extract the THC and CBD, giving you a product that gives you no concerns. Also, the oil has a 5-year shelf life, so it can be used in future applications such as edibles, vape pens, etc. What happens to the industry in the summer of 2018 and will the consumer be there?

agriculture
Robert McWhirter

President, Selective Asset Management

Price: $5.740
Owned: No

2017-07-12

COMMENT
Aphria Inc (APH-T)

Just reported results today and it looked like a reasonable quarter. His concern is the overall industry structure, and the lack of clarity around regulations, and who were going to be the ultimate survivors. There are just too many uncertainties at this time.

agriculture
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $5.940
Owned: No

2017-07-06

WAIT
Aphria Inc (APH-T)

They report on July 12th before they harvest any of the expansion plants.  The July 22’nd reverse takeover is a big thing for them and is their growth platform for the US.  They know how to grow Cannabis.  Don’t rush out to buy it until we get the quarter over with.

agriculture
Chris Damas

Editor, The BCMI Report

Price: $5.280
Owned: Unknown

2017-05-30

DON'T BUY
Aphria Inc (APH-T)

He questions if this a marijuana grower or a hedge fund. They raised a bunch of money in the last year or so and has started investing in a bunch of small cannabis related businesses. They also have corporate bonds on their books. He wonders what they are doing. He doesn’t understand it. They don’t seem to be strategic investments. Thinks the stock is overvalued and wouldn’t want to own it.

agriculture
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $5.410
Owned: No

2017-05-24

DON'T BUY
Aphria Inc (APH-T)

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

agriculture
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $5.620
Owned: No

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