A Primed Trading Menu ($FSLY, $TCNNF, $CBWTF)

Fastly Inc (NYSE:FSLY) continues to get bid up ahead of the Cloudflare (NET) IPO. Both of these companies are content delivery networks (CDN) (think AKAM, but smaller). AKAM is the clear leader trading at 12 times free cash flow and 12 times EBITDA. FSLY trades at 11 times sales and is actually growing much faster (at 33%).

While fears of increased competition could weigh on AKAM, the stock looks attractive and awfully cheap given the valuation and strong market position as a backbone of the internet; the company has had success adding security offerings (an $820 mln run rate business growing 32% on its own last quarter). The current market tilt toward value makes AKAM even more appealing.

Fastly Inc (NYSE:FSLY) bills itself as a company that operates an edge cloud platform for processing, serving, and securing its customer’s applications.

The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. It is a programmable platform designed for Web and application delivery.

The company’s edge network spans 60 points-of-presence worldwide. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012.

Fastly, Inc. was founded in 2011 and is headquartered in San Francisco, California.

Fastly Inc (NYSE:FSLY) pulled in sales of $46.2M in its last reported quarterly financials, representing top line growth of 1.4%. In addition, the company has a strong balance sheet, with cash levels far exceeding current liabilities ($245.7M against $65.3M).

, A Primed Trading Menu ($FSLY, $TCNNF, $CBWTF)


Trulieve Cannabis Corp (OTCMKTS:TCNNF) engages in the cultivation, possession, distribution, and sale of medical cannabis in the United States. It offers a suite of Trulieve branded products with approximately 125 SKUs, including nasal sprays, capsules, concentrates, syringes, and cannabis flower in tamper-proof containers for vaporizers, topical creams, tinctures, and vape cartridges.

The company just announced the hiring of two new members to its leadership team. According to the release, “Chris Kelly has been named Director of Wholesale for Trulieve. Chris brings over 25 years of consumer packaged goods expertise to Trulieve, with a vast knowledge of go-to-market methods in wholesale, direct store delivery, third-party distribution and broker sales. He also has experience executing customer development and retail channel initiatives. Prior to joining Trulieve, Chris spent eight years in various customer and retail sales leadership positions for The Kellogg Company. Before that, Chris held high-level sales positions with PepsiCo and Diageo, providing strategic and tactical direction to retail field sales execution teams.”

The company distributes its products to Trulieve branded stores (dispensaries) in Florida, as well as takes orders online and by phone for delivery. As of November 20, 2018, the company operated 21 dispensaries. Trulieve Cannabis Corp. is headquartered in Quincy, Florida.

“We are pleased to have Chris and Chloe join our team at Trulieve as they bring proven track records of success across a range of industries,” said Kim Rivers, CEO of Trulieve. “This additional strength to our leadership team will be important during this time of rapid growth as we continue to execute on our vision of building a true cannabis brand focused on patients, while delivering profitability to our shareholders.”

Trulieve Cannabis Corp (OTCMKTS:TCNNF) generated sales of $77.5M, according to information released in the company’s most recent quarterly financial report. That adds up to a sequential quarter-over-quarter growth rate of 31.1% on the top line. In addition, the company is battling some balance sheet hurdles, with cash levels struggling to keep up with current liabilities ($70.6M against $82.6M, respectively).

If you’re long this stock, then you’re happy about the action over the past three weeks. TCNNF shares have been moving higher over the past week overall, pushing about 16% to the upside on above-average trading volume. The question now will be about whether or not it can manage to work through its declining 50-day moving average.

, A Primed Trading Menu ($FSLY, $TCNNF, $CBWTF)


Auxly Cannabis Group Inc (OTCMKTS:CBWTF) has continued to resurrect its story after being a chronic laggard in the Canadian pot space over the past two years. The action has been improving on the charts, and the stock is now hovering above all of its major moving averages with a consistent improvement in transacting liquidity in the tape. All welcome signs of holders.

The company’s announcement this week that its wholly-owned subsidiaries, Dosecann Inc. and Kolab Project Inc. have both been authorized by Health Canada to sell cannabis oil under the Cannabis Regulations.

According to the release, “The issuance of these sales licences marks a significant milestone for Auxly in furthering its strategy to deliver branded derivative cannabis products to market when such products become legal later this year. The licences enable each of Dosecann and Kolab to commence initial sales of cannabis oil products to provincial and territorial purchasers; through Kolab’s flagship retail store in Saskatchewan; and to registered medical patients across the country through Kolab’s online portal at kolabproject.com.”

Auxly Cannabis Group Inc (OTCMKTS:CBWTF) an international cannabis company dedicated to bringing innovative, effective, and high-quality cannabis products to the medical, wellness and adult-use markets.

Auxly’s experienced team of industry first-movers and enterprising visionaries has secured a diversified supply of raw cannabis, strong clinical, scientific and operating capabilities and leading product research and development infrastructure in order to create trusted products and brands in an expanding global market.

Auxly Cannabis Group Inc (OTCMKTS:CBWTF) managed to rope in revenues totaling $2.8M in overall sales during the company’s most recently reported quarterly financial data. In addition, the company is battling some balance sheet hurdles, with cash levels struggling to keep up with current liabilities ($119.5M against $122.4M, respectively).

, A Primed Trading Menu ($FSLY, $TCNNF, $CBWTF)

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