Top Cannabis Ideas as Pot Stocks Become Deep Value Investment Theme (TLRY, NNRX, ACB, GRWG, SNDL, CGC, CRON, MSOS)

The recession shade is casting a pall over the US equities market over recent weeks (1). More Wall Street houses are starting to get behind this critical analytic position as outlooks gray for economic titans like Walmart, Target, and Cisco over recent days due to continued supply chain issues, rising inflationary pressure, and tightening monetary […]

Top Opportunities in the Oversold Cannabis Stock Space (ACB, SGMD, TCNNF, CRLBF, SNDL, TLRY, CGC, MJ)

The trend is clear: Americans increasingly support the eventual full national legalization of marijuana. It’s not really even debatable at this point, and the only thing holding it back is legislative obstacles that appear to be teetering and soon to fall in the course of time. At this point, there are already twenty states that […]

Fresh Opportunities in Focus as Pot Stocks Launch on Legalization Potential (TLRY, SGMD, ACB, GRWG, SNDL, HEXO, CURLF, MSOS)

Cannabis stocks have been on the move again over the past two weeks for a very simple reason: The U.S. House of Representatives is about to vote on the contentious but promising MORE Act this week – possibly today. The Marijuana Opportunity, Reinvestment and Expungement Act (the “MORE Act”), sponsored by House Judiciary Committee Chairman […]

Why Cannabinoid Stocks Could Emerge as 2022’s Big Winners (GLASF, SGMD, INM, CRON, AVCNF, OGI, XXII, ACB, RVVTF)

As growth stocks take a hit to start off 2022, some of the most profound growth investment themes are on sale. The most “on sale” spaces in the market right now – ie, those areas that include the most prolific long-term growth potential not yet realized by cash flows from operations this year – include […]

Cannabis Stocks Find Fresh Life What to Do About It (OGI, SGMD, SNDL, TLRY, CGC, ACB, CRON, SMG)

This week, Wells Fargo analyst Chris Carey initiated coverage of four cannabis stocks, helping to rekindle interest in the space on Wall Street ahead of a possible year-end run. The research analyst targeted a handful of stocks including Scotts Miracle-Gro Co (NYSE:SMG) and Canopy Growth Corp. (Nasdaq:CGC) in his analysis.  This comes as federal lawmakers […]

Top Opportunities in the Cannabis Stock Space (ACB, NUGS, CGC, SNDL, GRWG, TLRY, IIPR, CRON)

The best traders know how to find stocks that investors will seek out on pullbacks. And the best investors know what stocks to seek out on pullbacks. Hence, differentiating between the two groups is a Keynesian Beauty Contest kind of process. Understanding how that contest works is about figuring out which trends are capable of […]

CBD and Cannabis Stocks Set for Boost on CA Passage of AB 45 (CBGL, TLRY, SNDL, CVSI, MCOA, MRMD, ACB, GRWG, MJNA)

While it will at first be limited to the California market, AB 45 carries implications in the battle between state law and federal regulations for CBD products in food, as well as for sales of smokable CBD in cannabis, which stands to get a boost of over a billion dollars from AB 45. AB 45, […]

Pot Stocks to Watch as the Fall Season Approaches (SGMD, ACB, CGC, SNDL, GRWG, TLRY, IIPR, CRON)

Cannabis stocks historically make their biggest run during the second half of the year. That suggests market participants may want to keep an eye on the group as we approach the fall trading season and new money gets ready to flow. Global spending on legal cannabis worldwide will hit $57 billion in a decade, according […]

The Inevitable Path to US Legalization? (TLRY, SNDL, NUGS, VFF, CRLBF, ACB, MSOS)

The recent attempt by Democratic lawmakers to pass an ambitious bill that sought to legalize cannabis across the United States by removing it from the list of controlled substances should be taken as a signal about the future. It looks at this point like this particular attempt is likely to fail following Senate Majority Leader […]

Technology, Legislation, the Supreme Court, and Your Cannabis Portfolio (YCBD, ECOX, TLRY, GRWG)

There are two dimensions to the cannabis investment theme: the commodity market’s boom and bust cycle, and the legislative “arrow” of time. The former is often working against investors, but over a shorter time frame. It has to do with the frequent tendency for some of the biggest players to overleverage balance sheets in a […]

Future Stars in the Cannabis Stocks Space (GRWG, CURLF, SGMD, TCNNF, ACB, CGC, TLRY)

As the Cannabis space continues to mature, we find ourselves with an “old guard” and a crop of young upstarts racing to steal the torch of leadership away. Given the sharp underperformance of the old guard in recent months, one wonders if the big money in the space has already started to shift its focus. […]

Who Stands to Win from the New Marijuana Bill? (CGC, ACB, SGMD, CURLF, TLRY)

The House Judiciary Committee approved a Bill on Wednesday that would decriminalize marijuana at the federal level. The Marijuana Opportunity Reinvestment and Expungement Act of 2019 (the “MORE Act”) passed by a wide margin, 24-10, with bipartisan support. The impact of this bill could be extraordinary for companies operating in the space. But, for investors, […]

Looking Around the Corner in the CBD Boom (CVSI, CWBHF, GDET, ACB)

The refresh is on the way in the CBD market. That should be at the top of the list for aggressive growth investors and professional investment managers looking out the next 12 months because the CBD space is the most obvious ground-zero theme for “shocking growth” anywhere to be found in capital markets. “Cloud” is […]