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Black Swan Connection May 2017

Posted By Administration, Tuesday, May 16, 2017


May 2017


Our goal with the Black Swan Connection is to provide our subscribers, investors and financial professional compatriots outstanding investment insight that is a step above and outside of what will normally be found in mainstream financial press. To that end we have brought together seasoned, successful, and some of the brightest professionals in their respective fields to provide the articles and advice that is based on decades of practice in the field.

Staying connected to what matters most is our mission!

 

TOP NEWS

Newsletter From Dave Lavigne

The Rise of the Machines: Part Two
Last month we addressed the daunting specter of machines taking over various aspects of our lives including our jobs.  Recall, the conclusions therein were that no job was safe, not even those of money managers, some of whom as you read this are getting their pink slips and being replaced by algorithms.  However, as we noted at the conclusion of that piece, “we suspect there may be more to this robot insurrection than meets the eye.  We will discuss that next time…”, so, here we are at “next time”.

The discussion of technology replacing humans doing any number of tasks should probably begin with an analysis of the relative productivity of the two.  Presumably, if companies or other enterprises, governments etc. are replacing people with machines it’s likely because they have determined that the latter will ultimately perform the same task cheaper, faster, better or some combination of the three. That increase in productivity is generally viewed as a positive result for any economy because it means that economy is producing the same output with fewer inputs, or from another view, more output with the same inputs.  In fact, improvements in productivity are typically seen as the single greatest driver of peoples’ standard of living.  That is, higher productivity leads to higher standards of living, which at least in the aggregate is good.  Read More>>


Drain the Swamp
This month we want to welcome John Bussaca of the BD exchange as a new contributor.  John is a long time friend and business associate and has a very wide range of experience in the industry including operating a clearing firm.

John has been a tireless advocate for the small broker-dealers and money managers and worked very hard to make industry changes that not only enhance investor confidence and protections, but also aid in downsizing and making common sense in a regulatory world gone mad.  The Obama administration railed against Wall Street during the election campaign. This clearly helped win him that office by demonizing an industry that is the backbone of our free enterprise and capitalism foundation.  Over 200 short years, that foundation became the underpinning of  the most powerful and prosperous country the world has ever known, affording its citizens  opportunities and a standard of living  that is second to none.  

Behind the scenes, as John Points out, BIG Wall Street has pulled plenty of shenanigans and been fined billions of dollars for their role in any number of scams and scandals that cost investors enormous amounts of money. Take a look at the “dot bomb” crooked research scandal and the roll Lehman Brothers and others played in the 2008 economic meltdown. Read More>>
 

Three Card Monte
FINRA’s creative game with the Monthly Disciplinary Reports

Greetings from the Broker Dealer Exchange!

As a kid growing up in New York, I remember walking with my dad and stopping by a crowd of people gathered around a busted up little table as people held out money and screamed instructions on how much to bet in this famous street card/con game. There were 2 kings and one red Ace and the object of the game was to follow the red ace and turn it over and win big money. Of course, everyone around the table was in on the con and the second somebody put money down on this easy game, suddenly the red ace was not where it should be. The other two cards were merely a distraction to hide the red ace.

As I read the monthly disciplinary reports, I can’t help but think the same sort of game is being played on the public. There are two distractions set up to make you not notice the Ace card in this 3 card monty game.  Read More…
 

Reg A Report
Things are grinding on and to date no other really traditional public companies have crossed the finish line in terms of a listing. Myomo is set to close soon ad that will go directly to an exchange listing. There is a lot of interest and many more filings and people out there raising money.

Latest SEC listings Click Here>>

 

Learn more about RevenueStripe...
 

 

Article from Reg A Money
Very informative article on Reg A and Real Estate from Ron Costa our partners at Reg A Funding Group.

Real Estate Investors and Developers Should Look Towards Regulation A+ Offerings

The Real Estate industry is an allowed type of investment asset for Regulation A+ offerings. In fact, because of people’s familiarity with what real estate generally is and the returns it can potentially generate, it’s not only allowed, but it seems to be the go-to area of Reg.A+ investor interest. Why Reg.A+? Because it’s the fastest and least expensive way for real estate companies to raise up to $50 million every twelve month period without the hassles of traditional IPOs.

While the Wall Street Journal is reporting that the market for IPOs is rebounding, major high-profile startups like Uber and Airbnb are still staying away from them due to concerns their companies would be valued at less than private fundraising rounds would be. Alternatively, we are seeing many real estate firms and REITs looking to go the Regulation A+ Offering route, and that makes sense. In fact, every company thinking about a traditional IPO should be at least considering going Reg.A+ instead – especially real estate related companies!

Read More>>

As the demand and new companies come on to get through and during registration we have been approached by several issuers to list and distribute news on Reg A and 506(c) offerings. To that end we have set up a new section on our website for that purpose.

Check often for new listings under the Public Offering Menu Item: http://www.smm.global/

 

Public Offering Listings

Reg A

Sanz Solutions, Inc. ( New Last Week)
Sanz Solutions offers shared service solutions for companies specializing in small businesses that provide routine services for residential and commercial clients specifically tailored to the janitorial, cleaning, lawn care and maintenance industries.
Miami Lakes, Florida - April 19, 2017 – Sanz Solutions, Inc. (Sanz) announced today it has launched its Regulation A+ Tier II Offering online at www.SanzRegA.com.   Read More

 

Myomo, Inc.
TriPoint Global Equities is pleased to announce our latest transaction (www.banq.co/listings/myomo)   Myomo, Inc. seeks to raise up to $15 million under Regulation A+ of the JOBS Act and then, in succession and subject to New York Stock Exchange (NYSE) requirements, be listed on the NYSE MKT under the ticker “MYO”.  Read More

 

Reg D 506(c)

Zero E Technologies
Zero E is a pre-revenue company that has developed the ZEUS Motor™ (10 to 30 HP) that is: 1) the most efficient general purpose industrial electric motor ever developed, 2) the smallest, 3) the most robust, and 4) will be the least expensive when Zero E reaches economies of scale. This is a 506(c) offering is for $1.25 million to be raised over six months @ $8/share.  Read More

 

If you have a Reg A or 506(c) offering you would like us to distribute to our database, please give us a ring or email to:
727-823-3987
cdilley@smm.global

 

A lot of Brokerage and other firms are now getting in the act.

First page of a Google search looks like the following. Keep in mind you don’t get on the first page unless you’re paying Google to make that happen.    Read More…..
 


Article on D & O insurance by David Herlands re:

Why Do I need Directors & Officers Insurance?

 

What would you do if a prominent person agrees to join your board of directors? Now, what would you do if they request that you have Directors & Officers Insurance? How will you purchase that insurance? How does it work and why does my company need it.

These are questions often asked by the management of a company when the above scenario takes place. The director does not want to expose their personal assets while being a board member of your company.

Many companies do not purchase Directors & Officers Liability Insurance. It could be because they think their general liability will cover the risk, however they could be mistaken. Your General Liability Policy covers harm that the people suffer from your product on a specific occurrence; i.e. a drug which causes cancer. The loss of monetary and reputational value of the company because of the recall would be handled by the Directors & Officers liability.

Read More…

Visit the Partner Pages

 

Event Calendar Updates

Lower right hand Corner of the Home Page

Great turnout in NY for NIBA conference next one is already on the calendar.

Marcum Conference next up-June 15-16 in New York for Details Click Here

Always a great turnout and we’ll be in attendance.  

NIBA Conference June 26-27 in New York for Details Click Here
 Now Open for registration
Click Here

Whether your company is seeking capital or to Increase Exposure, national Investment banking Conferences are right for you!
Read More…

Island Stock Transfer is a Sponsor and we’ll be there. Look for us at the Island Stock Transfer-Proxy and Printing Table

 

Published by:
Stock Market Manager
www.smm.global
All rights reserved

Editor:
David Lavigne
dave@t4partners.com
720-394-1019

CEO:
Carl Dilley
Cdilley@smm.global
727-823-3987 

The Black Swan 5-17 Index
Newsletter

ValueEngine May

New Company Profiles:
    Social Reality, Inc. (SRAX)
    Ecom Products Group (EPCG)
    Barfresh Food Group, Inc.(BRFH)
    Mobi724 Global Solutions (MOBIF)

    Sanz Solutions, Inc.
    Waters Club Holdings, Inc.

 

Premium Profiles and Executive Summaries:  
   New Jersey Mining
   Chineseinvestors.com, Inc.
   ID Watchdog, inc.
   Endurance Explorations Group, Inc.
   Aethlon Medical, Inc.
   Galaxy, Gaming, Inc.

Research Reports:
   Barfresh Food Group, Inc. Research Report 3-27-17

  ID Wtachdog Research Report 10-13-16
       -Research Update 2-26-17

  New Jersey Mining Research Report 1-18-17
       -Research Earnings Update 4-17-17

  Social Reality, Inc. (SRAX)
        -Trickle Research Initiates Coverage 4-25-17

 

Corporate  News Updates
   
Chineseinvestors.com, Inc. (CIIX)
ChineseInvestors.com, Inc. (CIIX) Pursues Continued Success in CBD Markets
Consilium Global Research Publishes Executive Summary 4-24-17

Ecom Products Group (EPGC)
Ecom Products Group Announces the Launch of Shop New York

 Endurance Explorations Group, Inc. (EXPL)
Endurance Exploration Group, inc. locates second sunken shipwreck; files admiralty claim in US federal court for salvage rights
          EXPL Article “The Deep”
 
Magnegas, Inc. (MNGA)
MagneGas Announces $1 Million Bridge Financing and Warrant Exchange to Improve Capitalization Structure
4-28-17 MagneGas Invited to Present at Two Distributor Trade Shows
      Midday Update: MagneGas Corporation (MNGA) Charges Ahead 5.1% on April 24  


MOBI724 Global Solutions, Inc. (MOBIF)
5-4-17 Mobi724 Global Solutions Inc. (CSE:MOS) to Begin Trading on OTCQB Under the Symbol: MOBIF

New Jersey Mining Company (NJMC)
- Trickle Research Earnings Updates 4-17-17
-New Jersey Mining Pursues Pit Expansion at Its Golden Chest Mine

Sanz Solutions, Inc. (Private)
-Miami Lakes, Florida - April 19, 2017 – Sanz Solutions, Inc. (Sanz) announced today it has launched its Regulation A+ Tier II Offering online at www.SanzRegA.com.

Social Reality, Inc. (SRAX)
Trickle Research Initiates Coverage 4-25-17
5-3-17 SRAX Announces Close of Additional $1.28 Million of Secured Convertible Debentures
5-2-17 SRAX to Host First Quarter 2017 Financial Results Conference Call on Monday, May 15, 2017

True Nature Holding, Inc. (TNTY)
   4-13-17 True Nature Updates on Acquisitions, Growth Plans in Specialty Pharmacy, CBD Related Areas


    WRAPmail, Inc. (WRAP)
      4-22-17 Wrapmail, Inc. Interview on KCAA radio morning Show

 

 

 

 

 

Go to ValuEngine.com
May 5, 2017

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If the tables, charts, or other content in this email version of the newsletter do not display properly, please check it out at our at our blog HERE

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This week, we provide top-five ranked VE data for our Health Care stocks. We take a look at our latest data on IBM $IBM. We currently have an overvaluation watch underway.

VALUATION WATCH: Overvalued stocks now make up 61.45% of our stocks assigned a valuation and 25.36% of those equities are calculated to be overvalued by 20% or more. Thirteen sectors are calculated to be overvalued.

ValuEngine Index Overview

Index

Week Open

Friday AM

Change

% Change

YTD

DJIA

20962.73

20919.06

-43.67

-0.21%

5.85%

NASDAQ

6067.56

6071.55

3.99

0.07%

12.79%

RUSSELL 2000

1401.01

1387.75

-13.26

-0.95%

2.26%

S&P 500

2388.5

2390.89

2.39

0.10%

6.79%

 

ValuEngine Market Overview

Summary of VE Stock Universe

Stocks Undervalued

38.55%

Stocks Overvalued

61.45%

Stocks Undervalued by 20%

16.81%

Stocks Overvalued by 20%

25.36%

 

ValuEngine Sector Overview

Sector

Change

MTD

YTD

Valuation

Last 12-MReturn

P/E Ratio

Multi-Sector Conglomerates

-0.25%

-0.87%

6.69%

18.06% overvalued

13.74%

20.28

Industrial Products

-0.29%

-0.46%

5.39%

15.45% overvalued

25.95%

24.39

Computer and Technology

-0.47%

-0.68%

13.98%

15.35% overvalued

22.87%

30.53

Finance

-0.23%

-0.24%

4.21%

11.11% overvalued

16.92%

17.69

Aerospace

-0.40%

-0.96%

2.77%

10.56% overvalued

21.38%

22.84

Utilities

-1.92%

-2.97%

6.21%

8.32% overvalued

15.74%

23.05

Business Services

-0.09%

-0.30%

6.62%

7.89% overvalued

12.00%

24.52

Consumer Discretionary

-0.45%

-0.89%

6.64%

6.98% overvalued

22.66%

26.23

Consumer Staples

-0.32%

-0.78%

4.90%

5.72% overvalued

13.41%

24.80

Auto-Tires-Trucks

-0.23%

-1.00%

6.67%

5.65% overvalued

25.31%

14.62

Transportation

-0.41%

-0.82%

5.21%

5.52% overvalued

9.65%

20.50

Construction

0.06%

-1.07%

11.47%

4.54% overvalued

19.51%

21.86

Medical

-0.24%

0.17%

10.93%

0.75% overvalued

6.67%

28.03

Retail-Wholesale

-0.76%

-1.03%

3.97%

0.71% overvalued

8.38%

24.16

Basic Materials

-1.91%

-3.25%

1.95%

3.04% undervalued

19.65%

24.30

Oils-Energy

-2.48%

-3.20%

-6.08%

8.45% undervalued

3.91%

30.06

 


Sector Talk - Health Care

 Below, we present the latest data on Health Care stocks from our Professional Stock Analysis ServiceTop- five lists are provided for each category.  We applied some basic liquidity criteria--share price greater than $3 and average daily volume in excess of 100k shares. 

Top-Five Health Care Stocks--Short-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation (%)

Last 12-M Return (%)

LCI

LANNETT INC

21.2

-42.01%

7.23%

UTHR

UTD THERAPEUTIC

122.32

-13.39%

13.05%

EGRX

EAGLE PHARMACT

87.39

-5.67%

132.54%

SCMP

SUCAMPO PHARMAC

10.15

-30.46%

-5.49%

ENDP

ENDO INTL PLC

11.17

-75.00%

-59.19%

 

Top-Five Health Care Stocks--Momentum

Ticker

Name

Mkt Price

Valuation (%)

Last 12-M Return (%)

AKAO

ACHOGEN INC

24.99

236.31%

716.67%

LNTH

LANTHEUS HLDGS

13.75

N/A

597.97%

EXAS

EXACT SCIENCES

31.96

114.71%

450.09%

EXEL

EXELIXIS INC

22.04

60.06%

409.01%

CLVS

CLOVIS ONCOLOGY

51.36

18.71%

289.39%

 

Top-Five Health Care Stocks--Composite Score

Ticker

Name

Mkt Price

Valuation (%)

Last 12-M Return (%)

EGRX

EAGLE PHARMACT

87.39

-5.67%

132.54%

UTHR

UTD THERAPEUTIC

122.32

-13.39%

13.05%

AZN

ASTRAZENECA PLC

30.63

-1.62%

8.39%

MYL

MYLAN NV

38.01

-22.64%

-9.37%

LCI

LANNETT INC

21.2

-42.01%

7.23%

 

Top-Five Health Care Stocks--Most Overvalued

Ticker

Name

Mkt Price

Valuation (%)

Last 12-M Return (%)

LJPC

LA JOLLA PHARMA

27.69

300.00%

61.08%

CYH

COMMNTY HLTH SY

9.61

300.00%

-36.02%

VIVE

VIVEVE MEDICAL

7.7

300.00%

-9.41%

AKAO

ACHOGEN INC

24.99

236.31%

716.67%

TSRO

TESARO INC

143.59

223.33%

258.44%

 

 

Free Download for Readers

As a bonus to our Free Weekly Newsletter subscribers, 
we are offering a FREE DOWNLOAD of one of our Stock Reports

IBM (IBM) is an information technology (IT) company. The company operates in five segments: Global Technology Services, Global Business Services, Software, Systems and Technology, and Global Financing. The Global Technology Services segment provides IT infrastructure services and business process services. The Global Business Services segment offers professional services and application management services. The Software segment consists primarily of middleware and operating systems software. The Systems and Technology segment provides computing power and storage solutions; and semiconductor technology products and packaging solutions. The Global Financing segment invests in financing assets, leverages with debt and manages the associated risks. IBM is headquartered in Armonk, New York.

VALUENGINE RECOMMENDATION: ValuEngine continues its BUY recommendation on IBM for 2017-05-04. Based on the information we have gathered and our resulting research, we feel that IBM has the probability to OUTPERFORM average market performance for the next year. The company exhibits ATTRACTIVE Company Size and P/E Ratio. 

You can download a free copy of detailed report on IBM (IBM) from the link below.

Read our Complete Rating and Forecast Report HERE.

ValuEngine Forecast

 

Target
Price*

Expected
Return

1-Month

160.14

0.68%

3-Month

161.39

1.47%

6-Month

161.14

1.31%

1-Year

172.12

8.22%

2-Year

171.93

8.10%

3-Year

173.77

9.25%

 

 

Valuation & Rankings

Valuation

4.59% overvalued

Valuation Rank(?)

 54

1-M Forecast Return

0.68%

1-M Forecast Return Rank

 90

12-M Return

10.26%

Momentum Rank(?)

 48

Sharpe Ratio

-0.29

Sharpe Ratio Rank(?)

 27

5-Y Avg Annual Return

-5.12%

5-Y Avg Annual Rtn Rank

 36

Volatility

17.62%

Volatility Rank(?)

 76

Expected EPS Growth

1.33%

EPS Growth Rank(?)

 23

Market Cap (billions)

157.62

Size Rank

 100

Trailing P/E Ratio

11.74

Trailing P/E Rank(?)

 88

Forward P/E Ratio

11.58

Forward P/E Ratio Rank

 77

PEG Ratio

8.84

PEG Ratio Rank

 4

Price/Sales

1.99

Price/Sales Rank(?)

 49

Market/Book

8.54

Market/Book Rank(?)

 17

Beta

0.97

Beta Rank

 43

Alpha

-0.05

Alpha Rank

 40

 

 

ValuEngine.com is an Independent Research Provider (IRP), producing buy/hold/sell recommendations, target price, and valuations on over 5,000 US and Canadian equities every trading day.
Contact ValuEngine at (800) 381-5576 or
 support@valuengine.com  
Visit www.ValuEngine.com for more information

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