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 […]

Sizing Up the Opportunities as Cannabis Mojo Returns on Legislative Buzz (VFF, CGC, CRON, NBEV, CRLBF, TCNNF, CBGL)

Cannabis stocks have started to heat up once again as the buzz about potential legalization at the Federal level in the US kicks back into gear. That Buzz has been sparked by plans in the U.S. House of Representatives to vote on a bill this week to federally legalize marijuana for the second time in […]

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 […]

Now that Pot Stocks are Finally a Bargain, What to Do? (GRWG, SGMD, IIPR, CRON, CGC, HEXO, MSOS)

Cannabis stocks are actually cheap as a group at this point. And some form of long-term regulatory tailwind is ahead. Neither of those statements is really debatable right now. Which leads to the question: how can one ever come across such an obviously beneficial investment premise on a large timeframe basis? No matter how you […]

Pot Stocks Set for Next Green Wave? (GRWG, NUGS, IIPR, CRON, CGC, HEXO, MSOS)

After a period of dizzying momentum and overvaluation that ended in February, pot stocks have likely overshot in the other direction recently, with many becoming oversold and underappreciated despite continued progress toward key state legislative progress and clues suggesting that movement on the US federal side is becoming less and less illusory. Nonetheless, stocks in […]

The Magic Mushroom Portfolio with Overnight Growth Potential (MNMD, CBGL, CMPS, SEEL, CYBN, TLRY, MCOA, CGC)

Just as we saw with the Cannabis space over the past decade, the mushroom revolution is making its way from “niche market” to “main street commodity”. And the path between those two realities is enormous in market value terms. It was November 2020 when Oregon became the first U.S. state to legalize psilocybin, which is […]

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 […]

Cannabis Stocks: How Everything Just Changed this Week (GRWG, TLRY, NUGS, SNDL, CURLF, CGC, CRON, MSOS)

No one really argues against cannabis stocks on the basis of “perfect world” fundamentals. The forward demand curve is exceptional, and the legislative momentum is on their side. But there are hurdles – uncertainties.  One of the most important such hurdles is the inability for banks to safely provide basic financial services to companies involved […]

Cannabis Stocks: Unloved, but Sailing with the Long-Term Wind (GRWG, IIPR, SGMD, CRON, GTBIF, CGC, MJ)

The cannabis stock outlook is shaped by two interesting forces. On the one hand, the long-term secular investment thesis – the story about legalization in the major economies and how that will spark the growth of a major industry-led by intrinsic demand freed from the unnatural barriers of the law as new legislation comes together […]

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 Next Wave in the Cannabis Bull (GRWG, IIPR, SGMD, CRON, GTBIF, CGC, MJ)

There are a number of catalysts cooking right now for the cannabis space, including US national legalization and various state legalization agendas now in play. Senate Majority Leader Chuck Schumer’s recent bill to advance the idea of national federal legalization in the US would seem to serve as a shot across the bow for this […]

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 […]