Replies to post #87936 on Savvy Trades and Investments

[researcher59]

Homebuilders like CCS, MHO and TMHC have been in major correction mode the past few weeks and are worth a look ....

CMRE is an undervalued play on container shipping that is at 5 year highs, but should continue to trend higher, imho.

These 4 stocks are all trading at single digit forward PE's.

[yielddude]

blindman, medium term picks ...

My two largest positions are MBXBF (Microbix) and BCRX (Biocryst).

Microbix (.49) basically has 3 products. Antigens, used in PCR testing, long term business, sales are steady but margins increasing. QAP's, which are quality controls for the machines that do testing, to make sure they are working correctly, and to train technicians. VTM, which are vials filled with medium that are used to transport swabs to preserve the integrity of the virus/bacteria.
QAP's and VTM growth is growing fast, and should continue to do so for the next year. I'm expecting price to be $1 by year-end, and $2 by year end 2022.
Biocryst (17) has recently approved drug for HAE. 1stQ sales beat estimates, and 2ndQ sales in August will likely beat estimate as well. Next drug (BCX9930) in pipeline beginning pivotal trials in 2ndH of year for PNH, if successful should be 10X the market (a blockbuster to be used for various indications). Has risen from 12 to 17 in past month. Not sure of short term, but I'm expecting at least $25 by year-end, $100 by YE 2022 if trials successful for BCX9930.

[RNsidersbuying]

SNFCA 8.23 - what's your take on this stock? Pound for Pound, SNFCA has the best mathematics I see in any stock!

Added today in 8.20's...

[zenvesting]

MINM: I expect some short and medium term catalysts to continue the long-term growth story. The price here is pretty near where Chairman and Minim founder, Jeremy Hitchcock, made his last purchase at $2.50 before the merger with Minim.

Some think the price Zoom Telephonics paid for Minim was high in the number of dilutive shares, but I think Minim brought a very valualbe piece of the puzzle to the table and it will begin to be more clear later this year.

1.) The first catalyst is an uplisting to NASDAQ, which they say they have filed the paper work for already.

2. The second catalyst will be the introduction of the industry's first Cablelabs certified low latency DOCSIS 3.1 cable modem this fall, which is an improvement that will increase all cable customers speeds, regardless of what badwith they subscribe to:
https://www.lightreading.com/cable-tech/minim-first-to-get-cablelabs-stamp-for-low-latency-docsis-31-device/d/d-id/768557

3.) As the article states, this innovation will come in a new Motorola package, bundled with new software that will allow remote network management and make the product more attractive to cable carriers in the Customer Premesis Equipment (CPE) market, where Minim could conceivably scale even quicker than they have been over the past couple of years, reviving Motorola modems retail sales.

4.) Last but not least, the company has finally put tariff and merger costs behind them, and is forecasting profitability this year.

This has been a long-term position for me over the past couple of years, as I think this still has great potential to return the Motorola brand to prominence in cable customers houses, along with a new SaaS remote network management revenue stream that could build a nice recurring revenue stream.