Cabot Marijuana Investor 421

Time For A Little More Buying One of the many adages about investing in stocks says, “Never sell a dull market short.” The theory, basically, is that if the market isn’t going up or down, it’s likely to go up, given that that’s the trend...
Read More

Cabot Marijuana Investor 321

Waiting for a Buying Opportunity Let’s start with the good news this week. Fourth quarter results are in for all but one of our companies (Jushi) and they were terrific, showing average revenue growth from the year before of 167%—a number that would be even without...
Read More

Cabot Marijuana Investor 221

“Legal Weed Stocks Dip Despite New Jersey Governor Signing Recreational Cannabis Bill Into Law” That was the headline on one of my news sources yesterday morning, implying that the action of the stocks in light of that legalization event was somehow illogical. But as know...
Read More

Cabot Marijuana Investor 121

2021 Kicks Off With a Bang A funny thing happened while I was preparing this issue yesterday. Not funny ha-ha. Funny odd. I was updating my performance tables and noticed that the performance of the Marijuana Index year-to-date was exactly the same as its performance all...
Read More

Cabot Marijuana Investor 1220

The Point of Peak Perception? It’s a truism of investing that stocks bottom when the news is terrible and pessimism and fear are the prevailing sentiments—but peak when the news is good and optimism and greed reign. You have only to look back to March a..
Read More

Cabot Marijuana Investor 1120

The Future is Full of Surprises One of the oft-told tales of the California Gold Rush is that while most miners failed to strike it rich, the real money-makers were the people selling shovels—and of course that immigrant from Bavaria, Levi Strauss, who sold denim...
Read More

Cabot Marijuana Investor 1020

Investing in a World of Uncertainty “You can only see as far as your headlights … but you can make the whole trip that way.” E.L. Doctorow Short-term, the world is full of uncertainty today, with a major election around the corner and a pandemic to...
Read More

Cabot Marijuana Investor 920

Still Cautious Seven weeks ago I started recommending selling marijuana stocks and taking profits, saying that they’d gone too high and that investment sentiment seemed equally high as well (a bad thing). Since then, the Marijuana Index is down 10% and the Alternative Harvest is...
Read More

Cabot Marijuana Investor 820

A Little Cautious The good news is that our portfolio is well in the black for the year, thanks to strong performances by all four of our U.S. multi-state operators, our REIT (IIPR) and our hydroponics retailer (GRWG). (Readers who held GRWG before second-quarter were...
Read More

Cabot Marijuana Investor 720

Back in the Black The broad market is strong, but the marijuana sector is even stronger, with six of our stocks hitting new recovery highs this week, and another hitting an all-time high last week! The reasons for this strength are numerous. First, after a two-year market...
Read More

Cabot Marijuana Investor 620

Buying Opportunities The last few weeks have brought a much-needed market correction—much-needed because after advancing for eleven weeks from the COVID-19 bottom, the market was extended, and some segments of the investing world were positively giddy. But now that the correction has done its capped...
Read More

Cabot Marijuana Investor 520

The Trend Strengthens! Canada was first, but the U.S. will dominate. That’s not exactly a surprise, but the evidence is now piling up, most recently in the form of some terrific first quarter reports by U.S. marijuana companies while the Canadians continue to cut and...
Read More

Cabot Marijuana Investor 420

The Trend Turns Up First, I want to welcome our many new readers, who joined following our 4/20 promotion. My goal is to help you develop long-term winning investments in the leaders of this mass-market growth industry. But it won’t be easy. Sometimes these stocks red-hot;...
Read More

Cabot Marijuana Investor 320

Uncharted Territory—But We Have A Compass As of Monday, we’d experienced the market’s quickest 30% drop ever. Just 22 days from top to bottom. Yesterday, the Dow had its best up day in 87 years—up 11%! And tomorrow? Well, as the headline says, we’re in uncharted territory. one...
Read More

Cabot Marijuana Investor 220

Where’s The Bottom? I’ve been through a lot of nasty markets in the 34 years I’ve spent at Cabot—some of them infamous, like 1987 and 2000 and 2008, and some of them less so, like 1990 and 1997 and 2002—and while I can’t say found...
Read More

Cabot Marijuana Investor 120

Coronavirus Takes Center Stage—and Marijuana Stocks Don’t Care! I’m in no way a medical professional, so I have nothing useful to say about coronavirus that you haven’t heard elsewhere. But I do have a few thoughts on how the market has reacted to this than...
Read More