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 […]

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 […]

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: 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 […]

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 […]