SPDR Gold Shares (GLD)

Why is there a clause in the GLD prospectus that states GLD has no right to audit subcustodial gold holdings? Why would the organizations behind GLD forfeit this right and create this massive audit loophole? I haven't heard of a single good reason for the existence of this loophole so far. In addition to the audit loophole, GLD claims to be fully backed by physical gold bullion but yet it refuses to give retail investors the right to redeem for any of these ‘claimed’ gold bullion. There are other issues as well that I welcome everyone to verify for themselves:

"CNBC's Bob Pisani made a highly publicized visit to GLD's gold vault in a segment called Gold Rush: The Mother Lode. GLD's administration organized this visit to show that GLD's gold actually exists. However, the gold bar held up by Mr. Pisani showed a serial number of ZJ6752 which did not show up on the latest bar list during that time. It was later found that this "GLD" bar actually belonged to ETF Securities..."

"Did anyone try calling the GLD hotline at 866 320 4053 in search of numerical details on GLD's insurance? The prospectus vaguely states "The Custodian maintains insurance with regard to its business on such terms and conditions as it considers appropriate which does not cover the full amount of gold held in custody." When I asked about how much of the gold was insured, the representative proceeded to act as if he didn't know and said they were just the "marketing agent" for GLD. What kind of marketing agent would not know such basic information about a product they are marketing? It seems like they are deliberately hiding information from investors. The people behind GLD do not seem like the most honest types."

Our favorite DVAX biotech will explode by November! Will have great 3rd quarter results!!

Also as I have predicted SNPX Alzheimer's drug Company will be LAUNCHING much sooner than I had expected.

It's definitely next SAVA 100x stock next 12 months. It's pretty speculative and not as easy money as DVAX biotech.

But if NIH clinical trials currently underway come out positive, it will 50x easy by next spring just like SAVA or BIOGEN Alzheimer's treatment drug companies.

SNPX Alzheimer's drug Company is lottery stock and not safe easy money making machine like DVAX biotech.

The good thing about Aehr is that the numbers are pretty easy to understand. They should make around 11 million this year if they do 50 million in revenue. If they do 75 million next year then they should earn approximately 25 million. It is why landing another major silicon carbide customer would dramatically lower their price to earnings ratio. It would be highly accretive. Gayn put it well in the last call... "And also from a model standpoint I think we talked about previously, is with every incremental dollar of revenue, about $0.50 on the dollars falls to the bottom line. So a simple model can basically say, hey, if you take our forecasted $50 million in revenues, compare that to the $28 million that we originally guided to, there's an incremental $22 million in revenue, and say $0.50 on the dollar that goes to the bottom line. It's reasonable to forecast us coming in at profitability and net income about $11 million. And from a gross margin standpoint, we also talked at our $28 million breakeven gross margin we were forecasting about 45%, and because of our relatively fixed overhead, as revenues increase that expected gross margin will increase up to basically 50% gross margin on the incremental for gross margin."

Semiconductor sector is hot! Don't let the intermittent pullbacks sway your positions. Global semiconductor sales are up big. Up 30% yoy and over 3% month to month, according to SIA. Just about all semiconductor and equipment companies are offering strong guidance going forward with no indication of weakness anytime soon. Most claiming they see the shortage lasting through 2022 (MRVL the most recent). This shortage combined with the global expansion taking place AND the evolution of the industry's super "cycle" indicates a strong long term outlook for the industry. Who stands to benefit the most? TSM of course. Along with ASML with their monopoly on advanced EUV that's in great demand by anyone wanting to compete in producing advanced semiconductors. AMAT is the most diversified equipment provider. KLAC is the dominant PDC supplier. MRVL for (5G and Data Center) infrastructure. LRCX for memory. ICHR and UCTT are extreme value plays right now as well that benefit from having the companies listed above as customers. GLTA!!

From the report:

- #1 Canadian LP in Global Medical Cannabis; Total Medical Cannabis Net Revenue Rose 9% Compared to Prior Year; Strong Adjusted Gross Margin before FVA of 68%
- Business Transformation Plan on Track; Reiterates Annual Cost Savings of $60 Million to $80 Million, Providing Clear Pathway to Adjusted EBITDA Profitability
- Balance Sheet Remains Strong with $440.9 Million of Cash at June 30, 2021; Working Capital Improves by $404.3 Million Compared to Prior Year
- Adjusted EBITDA Loss, Excluding Restructuring Costs, Narrows to $13.9 Million, a $17.6 Million Improvement Compared to Prior Year
- Total Cannabis Net Revenue, Net of Provisions, of $54.8 Million Compared to $55.2 Million in the Prior Quarter, and $67.5 Million in the Year-Ago Period.

AYI
Target Raised by Cowen Outperform USD 184 » USD 223
Maintains Oppenheimer Holdings Outperform USD 205 » USD 225
Maintains Credit Suisse Outperform USD 209 » USD 225
Target Raised by Robert W Baird Outperform USD 216 » USD 235