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 […]

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 […]

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 […]

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 […]

The Inevitable Path to US Legalization? (TLRY, SNDL, NUGS, VFF, CRLBF, ACB, MSOS)

The recent attempt by Democratic lawmakers to pass an ambitious bill that sought to legalize cannabis across the United States by removing it from the list of controlled substances should be taken as a signal about the future. It looks at this point like this particular attempt is likely to fail following Senate Majority Leader […]