Cannabis Stocks Deeply Oversold with Big Growth Ahead (TLRY, SGMD, OGI, CRLBF, CURLF, GTBIF, TCNNF, VFF)

Cannabis stocks have been one of the hardest hit groups in the market in 2022. Many stocks in the group have recently sunk below their pandemic lows recorded in March 2020, while the broad stock market remains up by over 75%. (1) In short, the cannabis space has been left for dead. And yet the […]

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 […]

Cannabis Stocks Deep Value Opportunity as Legislative Factors Line Up (CURLF, NUGS, TLRY, SNDL, VFF, CRLBF, GTBIF, TCNNF, MJ)

The legislative factor driving the cannabis space in the stock market shouldn’t be underappreciated by long-term investors and speculators alike. The movement is inexorable, and continues to pile up key steps. The latest is news out last week that a bipartisan group of federal lawmakers introduced a bill to remove barriers to conducting research on […]

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 […]

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, […]

Get Prepared for the Resurgence of the CBD Theme (CURLF, GWPH, HMPQ, CVSI)

Mainstream consumer adoption of CBD products represents a tailwind set to push overall CBD sector growth in the quarters ahead. This year alone is expected to show growth of over 900% in the space as mainstream big-brand retailers – such as Kroger’s, Walgreens, Walmart, Rite-Aid, and others – begin to carry CBD products in plain […]

The Daily Buzz: The Return of the Cannabis Craze? (DGCD, TGODF, PLNHF)

Yesterday, we suggested that cannabis stocks might kick off the month of September in style. Our three highlighted names (CBWTF, GTBIF, and CURLF) advanced in huge moves, along with a number of other stocks in the space. Today, we are going to look at some other names that may have some gas in the tank. […]