April 2021 Portfolio Update / Why I Own Cannabis Stocks
April 2021 Portfolio Update / Why I Own Cannabis Stocks
I believe USA Cannabis stocks have one of the best risk adjusted returns in the market. I review my short, medium, & long term thesis for USA Cannabis.
When a new update
Thx
Good job! This is a great video. I subscribed.. Keep making cannabis videos weekly plz.
I was going to hold the MSOs regardless, but now I’m certainly more confident. I like your 10yr Capitol X 6 equation. It rings true. I definitely believe it will be much more by then, possibly 10 to 18 times that amount you came up with.
Thanks again.
Sick play, I wish you the best luck. I am 70% in tobacco split between Altria and British American, so I guess we share parts of the same boat.
With your knowledge would be interested in hearing your view on planet 13. They have a different play in the cannabis sector but would enjoy your opinion. Thanks!
Great video–extremely informative. My portfolio is heavy U.S. MSOs (the big 4 plus Columbia Cara and TerrAscend) and the MSOS ETF. My only concern are these damn politicians. Regardless of the bipartisan support, Schumer doesn’t have the votes to pass his cannabis agenda, and I doubt it will be part of a Budget Reconciliation Bill (which only needs 50 votes). Everybody talks about the Democrats’ "majority," but it is razor thin. I’m afraid that the Dems won’t be able to pass any cannabis legislation, and then they will lose their slim majority after the U.S. mid-term elections.
Beautiful slurp this time!
Good work, and I agree, USA cannabis is a fairly easy bet. Just stay patient and let the catalysts and the businesses do their thing.
I think Trulieve will do $1b+ in revenue beating there forcast of $850m.
ccinvest checkout AYR ceo Sandelmans new spac. mrcqf. They just purchased Glass house Farms in Cali. Glass House is growing premium indoor at $127 a pound and number 2 brand in Cali.
They have warrants that are 6 years out.
Welp…. sgmd up 24 percent today. You are welcome for the comment.