Chris Forte’s Thoughts to Start the Day – AEHR, DLPN

Posted on April 12, 2022 by Scott Shuda

April 14: A few thoughts to start the day. . . To quote Slim Pickens in Blazing Saddles, “What in the wide, wide world o’ sports is a goin’ on here?” The slaughter of technology growth is getting out of hand if you ask me. A few days ago I mentioned three small, flourishing tech companies with strong balance sheets and excellent expectations for 2022 and 2023 – they are INVE, RELL, and SILC. I continue to add to these positions at bargain prices. After reading the recent AEHR report from Shareholders Unite on The Feed and considering its considerable growth plans and solid balance sheet I think it’s time to add AEHR to the list. I’ll consider them the Four Horsemen of the Apocalypse – tucking them away in your stable will turn out well . . .

Seeking Alpha: The travel and leisure sector got a jolt early on Wednesday when Delta Air Lines (DAL) disclosed that it had the highest bookings ever over a five-week period. That has investors looking at a summer travel trade across multiple discretionary categories.” Travel stocks rocked – airlines, hotels, casinos, and theme parks. Travelers want to fly and they’re willing to pay up to offset costs. Premium cabins are in very high demand, often sold out way in advance. Corporate travel is increasing. Said Delta’s CEO, “People have been cooped up. Consumers are prioritizing travel, they want to spend.” He’s calling for the mask mandate to be lifted. . . In CF Room we’re playing the travel boom with Volaris Air (VLRS), International Game Technology (IGT), and Wyndham Hotels (WH). Wyndham caters to the traveling consumer so this should work well while business travelers warm up. . .

Oil jumped 10% in two days. XLE is just shy of a 52w high. . .Around Breakout Investors, BCRX leaped 15% in anticipation of clarity from management today at a scheduled presentation. . . Inmune (INMB) +12% doses first patient in phase 2 Alzheimer’s study. See Ashleigh Day’s room for more. . .Brad Steveson does a great job of following DLPN. See the headline Dolphin Entertainment Q4 Revenue Increases 57% to a Record $10.5 Million – Fourth Consecutive Quarter of Record Revenue as Full Year 2021 Revenue Grows 49% to a Record $35.8 Million. . . People are living longer than ever before, a phenomenon undoubtedly made necessary by the 30-year mortgage. ~Doug Larson. . . Good luck to all.

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