Investment Q&A

Q: (as a follow up to an earlier question this morning where you figured this was a sell)

not trying to pick a fight yet would you consider that, as one of the only profitable mso/pot companies, it seems like it would be a good spec at today's $10?

the chart certainly looks like it has been bottomed out

would not the potential/eventual change in the US banking legislation not be considered a catalyst that could easily see this double or triple from $10?

(as an aside, last fall when there was rumour of a leg. change, it quickly doubled)


asking for a friend........

Q: I've been readingaboutthe over supply of cannabis. Is this company a hold or sell? I'm currently down 33%. Thanks

Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Q: hi folks..thoughts on President Biden's speech on US cannabis, & need to pardon anyone with simple marihuana possession convictions, etc...does this sound like a trend towards legalization for cannabis in US??..and worth an investment..or if already hold MSO positions..sell on the rally...thanks as always..jb Piedmont QC

Q: Hello Peter
In the cannibis space in USA, would Green Thumb industries be a good pick as it is profitable? Also , what do you think of curaleaf? Thanks very much

Q: i own each of the listed companies ... approx 5% of the portfolio and down approx 8% overall but waiting for recovery ....what i find interesting is that broker targets overall are substantially higher, even recent evaluations ... are these recommendations worth considering when buying stocks and what is your overall assessment of this list ... while I wait for recovery or US to pass SAFE .. thx