בס״ד

Watch Now as Air and Gas Turn Into ROCKS! (APD)

Posted on November 15, 2021

Today’s trade comes to you from a place of air separation, gasification, liquefaction and non-cryogenic generation.

Intrigued?

What ever happened to the tried and true

ways of our grandparents…?

Anyway, our trade is underpinned by Air Products and Chemicals, Inc. (NYSE:APD), purveyors of state-of-the-art equipment that accomplishes all of the above chemo-physical nonsense, as well as the actual specialty gases and ‘air products’ (for G-d’s sake!) that the modern world apparently so desperately needs.

Can you believe this?

Let’s Talk Fundamentals!

  • APD comes with a P/E of 34.00,
  • A Dividend Yield of 1.94%, and
  • A Price to Book ratio of 5.25 (too high).

  • Sales have grown by an anemic 2.50% for the last five years,
  • But the latest quarter did beat estimates by 26.10% – after continued downgrades lowered expectations dramatically (so we’re not so impressed).

Take a look at the daily chart for the last six months, and pay particular attention to the 26% asymptotic climb of the last six weeks –

The G-d of Israel is now bringing to light the evility and mendaciousness of the so-called global elite.  In Hebrew it’s referred to as the beirur, and the prophets used the term to describe a ‘sifting’ or ‘clarifying’ process, whereby the good and evil of this world are brought into sharp focus, and everyone gets to choose a side.

It will affect our investments, too.

With the worthy profiting.

And the less worthy… less so.

May His glory be known through our work!

With kind regards,

Hugh L. O’Haynew

 

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