Cabot Marijuana Investor 119

A Great Start to 2019 The marijuana industry is booming, at least when measured by revenues. Of the 15 stocks in our Marijuana Portfolio, the average growth rate of revenue in the latest reported quarter was 251%. If you take out the outliers (14% Turning...
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Cabot Marijuana Investor 1218

The End of a Big Year If you were investing a couple of decades ago, at the height of the dot.com boom, you no doubt remember stocks like Pets.com, Earthlink.com, Homestore.com, E Greetings Network, Chinadotcom Corp, Juno Online, Women.com Networks, Rare Medium Group, Drkoop.com, Jeeves,...
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Cabot Marijuana Investor 1118

Is the Correction Over? Part 2   The good news is that the cannabis industry in North America is booming. Legal recreational sales in Canada are very healthy, with the only problem being a supply shortage—which will be alleviated in the months ahead. And legal continues...
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Cabot Marijuana Investor 1018

Is the Correction Over? Last Tuesday, the day before the opening of the legal commercial market for marijuana in Canada, I sent you an update that said, in part, “I believe the odds are that this will mark an intermediate-term top for many of stocks...
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Cabot Marijuana Investor 918

October 17 Approaches! First, I want to welcome all my new readers to the first issue of Cabot Marijuana Investor, the successor to the quarterly report that was Cabot’s Ten Best Marijuana stocks. When I started that report back in August 2017, I was about...
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Cabot Marijuana Investor—August 2018

Dear Investor, Three months ago, when our previous full issue was published, the race for first place in the young and fast-growing cannabis industry was neck-and-neck, with acquisitive Aurora challenging Canopy Growth. But today, in the wake of Constellation Brands’ massive $4 billion investment Canopy,...
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Cabot Marijuana Investor—Summer 2018

Cabot Marijuana Investor—Summer 2018

In the three months since my February report was published, marijuana stocks have traced out a normal consolidation pattern, cooling off from the red-hot advance that sent the entire sector to the moon in January. But over the past month, an increasing number these...
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Cabot Marijuana Investor—Spring 2018

In the three months since my November report was published, marijuana stocks have been to the moon—and fallen roughly halfway back. Overall, it’s a very healthy pattern, indicative of a vibrant investment sector that’s attracting a flood of new money. If you were one my...
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