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 […]

Cannabis Stocks Heat Up as US Legalization Takes Center Stage on Capitol Hill (HYFM, ECOX, IIPR, GTBIF, SMG, JAZZ, OGI)

The world is abuzz once again with interest in cannabis stocks thanks to the continuing legislative momentum of critical bills now making their way through Congress. The Marijuana Opportunity, Reinvestment and Expungement Act (the “MORE Act”) is a bill sponsored by House Judiciary Committee Chairman Jerrold Nadler (D-NY) that is up for a vote to […]

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 […]

The Legislative Tailwind is Back for Cannabis Stocks (TCNNF, CBGL. GRWG, IIPR, TLRY, SNDL, VFF, MSOS)

Cannabis stocks have shown some bright signals so far in 2022, most particularly in February, when the Secure and Fair Enforcement (SAFE) Banking Act passed the US House of Representatives (for the sixth time). There is new hope that the bill will finally make it through the Senate this time around. If SAFE passes, it […]

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: 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 […]