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 […]

Which Cannabis Stocks Will Benefit from the Coming Tailwind (SNDL, CBGL, VFF, TCNNF, GRWG, IIPR, TLRY, AKAN)

Might cannabis stocks be set up as a value segment in the market? We have seen recent legislative progress while seeing growth stocks take a consistent hit. They have been moving with other growth stock themes, like genomics, AI, cryptocurrency, biotech, and EVs. But cannabis has a special place in this narrative precisely because its […]

Searching for Deep Value Opportunities after Key Cannabis Bill Passes House Vote (VFF, HCANF, HYFM, GRWG, CRLBF, TCNNF, CRON, MSOS)

Last Friday, we saw something momentous happen: The U.S. House of Representatives passed legislation that aims to take cannabis off the list of “controlled substances” at the federal level – in other words, the bill decriminalizes cannabis as a drug at the national level in the US. Naturally, it still has to pass through 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 […]

Why Cannabis Stocks Stand Out as Speculative Opportunity for New Growth Investment Flows (SNDL, SGMD, VFF, TCNNF, GRWG, IIPR, TLRY, MJ, AKAN)

Growth stocks have been on sale. For investors, the current bear market context could represent a defining opportunity for the years ahead. Rising interest rates, geopolitical angst, and bearish investor sentiment have conspired to shake out weak hands across the market in some of the themes that have been crowded with bullish speculators over recent […]

Is the next Green Wave underway in Pot Stocks? (TLRY, ECGI, SNDL, VFF, GRWG, IIPR, CRON, MSOS, ARKK)

The market has been volatile over the past few weeks by any measure. Plenty of growth names have wilted in the heat of that tension, with growth investors taking it on the chin on a regular basis. But one group has been bucking the pressure and powering higher, perhaps under the radar for most market […]

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 […]

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 […]

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, […]

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 […]