Q: Thoughts on how their recent quarter was. The P/S ratio looks attractive relative to historical. Also, both of these look cash flow positive. Would you take a starter position at this stage. Would these 2 be the most attractive within their sector?
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Green Thumb Industries Inc (GTII)
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Trulieve Cannabis Corp (TRUL)
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Verano Holdings Corp. Subordinate Voting Shares (VRNO)
Q: Cannabis stocks have been decimated. Does this seem overdone ? Are there any that look attractive at these prices? How do you like mid/long term potential of this space?
Q: TRUL price has dropped quite a bit over the last few sessions. Anything other than year end tax loss selling going on? I'm holding a small position in anticipation of a recovery in a few years.
Thanks.
Thanks.