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Out Fox The $Treet - July 16, 2022

Jul. 16, 2020 2:00 PM ETAurora Cannabis Inc. (ACB), YEXTTLRY
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Long/Short Equity, Growth At A Reasonable Price, Deep Value

Seeking Alpha Analyst Since 2008

Stone Fox Capital Advisors, LLC is a registered investment advisor founded in 2010. Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. Mark has his Series 65 and is also a CPA.

Stone Fox Capital launched the Out Fox The Street MarketPlace service in August 2020.

Invest with Stone Fox Capital's model Net Payout Yields portfolio on Interactive Advisors as he makes real time trades. The site allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:

Net Payout Yields model

Follow Mark on twitter: @stonefoxcapital


  • Yext is a buy at $16.
  • Aurora Cannabis is a buy on weakness to play a potential deal with 50% upside.
  • Out Fox The $treet to launch soon!

Stocks to watch on Thursday:

Yext (YEXT

The digital knowledge management company should see a surge in demand as retail stores constantly shift open hours and services offered in store due to COVID-19. The stock has struggled to break strong resistance in the $17-18 range. A break would easily signal a run to previous highs. 

Investors need to keep in mind that Yext should return to 30% revenue growth rates once the economy normalizes. Even the worse case scenario in FY21 (January) includes 18.5% growth. The stock has constantly bounced off $16 offering another gift entry point. 

The Out Fox model remains highly bullish on the stock. 

Aurora Cannabis (ACB)

As mentioned in the my research today, the Canadian cannabis stock is a buy on any deal with Aphria (APHA). The key is the C$200 million synergies from the deal and the potential for Aphria CEO Irwin Simon to lead the new entity. 

Unfortunately, the deal talks have been called off for now. Aurora Cannabis is down nearly 5% today. As the stock falls under $12, investors might want to play ACB for a potential deal to eventually close in the next few weeks. 

Consolidation appears inevitable in the Canadian cannabis sector and Aurora Cannabis can use any deal to solidify a strong shift to EBITDA profits. 

Coming soon... Out Fox The $treet MarketPlace

Analyst's Disclosure: I am/we are long YEXT.

The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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