For solid, dependable stocks, these are some of the best industries to invest in - but you still have to make your choices wisely.
There's a scene in Monty Python and the Holy Grail, where, in order to cross a bridge, King Arthur has to three...
Read More
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
With the market down more than 30% since it peaked a month ago, it’s worth reviewing the reasons for the quick crash.
Read More
The good news is that the amount of cannabis intercepted along all U.S. borders has fallen by 89% since 2011, from 2.5 million pounds per year to about 270,000 pounds in 2019.
Read More
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
Marijuana stocks have been building a meaningful bottom since November—and there are good and bad aspects to that.
Read More
Marijuana stocks remain under pressure (with a few exceptions), as firms struggle for growth and profitability.
Read More
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
The stocks in are our portfolio are gradually looking healthier, as bargain hunters invest more carefully, focusing on the stocks with the best prospects for real revenue growth and real earnings.
Read More
The broad market remains strong, while the cannabis sector remains stuck in the mud—in general.
Read More
Is the Hype Real Enough to Invest in CBD, or Should You Wait?
By now, you have almost certainly heard of CBD. Maybe you've considered investing in it. Cannabidiol, or CBD for short, is a component of marijuana that provides users with numerous health benefits the...
Read More
Ready For The Big Rebound
The end of the year always brings opportunities for investors who want to speculate on which stocks will rebound best, and this year, there’s no question that cannabis stocks, which are down 46% since the start of the year, near...
Read More
Marijuana investments are the smart play for the next decade, like buying Netflix (NFLX) or Starbucks (SBUX) at the beginning of this decade.
Read More
Marijuana stocks remain under pressure, as year-end tax selling pressures continue, but the marijuana industry is booming, as evidenced not only by recent quarterly reports but also by the growth of MJBizCon, the industry’s leading conference.
Read More
One of our stocks is down sharply today on big volume following a report by short-sellers Grizzly Reports that accuses the company and insiders of numerous improprieties, ranging from political cronyism and corruption to overvaluation of assets to misrepresentation of financial relationships.
Read More
The good news is that 2019, which started off so well for the cannabis sector but is ending so poorly, is nearing the finish line. The bad news is that we still have three weeks to go, technically, though many of those days see...
Read More
Not a lot has changed since last week’s issue—overall, the cannabis sector remains in a correction—but there are a few stocks worthy of an update.
Read More
The Smart Money is Moving In
It’s common knowledge among experienced investors that the price of a company’s stock, at any one time, is imperfectly related to the company’s actual value.
Other factors that affect the price include estimates of the company’s future revenues, earnings profit...
Read More
Yesterday, the House Judiciary Committee approved the Marijuana Opportunity Reinvestment and Expungement Act (MORE Act), which has Democratic Presidential candidate and former prosecutor Kamala Harris as one of its sponsors.
Read More
I’m making four changes to the portfolio today.
Read More
