Growth at a Value Price
If you’ve been a subscriber for a while, you’ve heard me say it before.
I love micro-caps because you can buy growth stocks at value prices.
In large-cap land, you can buy growth stocks for growth (expensive) prices and value stocks value...
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The Big Idea
It used to be that sales and marketing teams relied on conferences, cold calls, mass mailings and in-person networking events to engage with business clients.
Then the internet arrived, and a lot of this activity moved online. That was great … for while.
But...
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Marijuana Industry Trends
In the early years of marijuana legalization in the U.S., when the main action was in Colorado and the three West Coast states, there were no major multistate operators (MSOs). Instead, hundreds of small-time businesses sprang up, and in the competitive that...
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“Nothing is Cheap Anymore”
Every Friday, a bunch of families in my neighborhood gather at a local park to have pizza, drink some beer, and let our kids run around.
It’s a great way to unwind after the week, and the kids usually sleep well Friday...
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The Big Idea
I’m not the biggest pop culture guy out there. But I do have an affinity for certain movies, shows and sports teams that have struck a chord, or played a special role in my life.
This is likely true for everybody out to...
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Ready to Rise
The good news is that quarterly reports from our marijuana companies continue to reveal an industry that’s booming. The figures below, reflecting the latest report from each company, show an average revenue growth rate, year-over-year, of 158%! And if you take the...
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Pent-Up Demand
I recently stumbled upon the below chart showing that savings rates in 2020 were 50% to 500% higher than the previous 20 years.
What is the takeaway? There is plenty of pent-up demand around the world. In other words, people have money burning hole...
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The Big Idea
It should come as no surprise that streaming is a huge trend.
Netflix, Amazon, Hulu and Disney+ have enjoyed massive success, so much so that everybody else has realized they need a streaming presence and are entering the market too. We see Peacock,...
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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...
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The Big Idea
For over a year we have been forced to hold back from doing so many things we all took for granted.
Now, with vaccination rates rising quickly, spring in the air and summer right around the corner there is massive pent-up demand travel,...
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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...
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Value is Pulling Away From Growth
Value investors have waited a long time for this.
After suffering through one of the worst periods of relative underperformance ever, value is outperforming.
Not only is value outperforming, but it feels like some of the froth is being sucked of...
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The Big Idea
One of the unsung heroes of the online retail boom is a largely unknown technology – digital printing on fabrics and textiles.
While many traditional manufacturers and retailers of clothes, fashion items and home décor were destroyed during the pandemic, the inverse true...
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“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...
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The Market is Expensive But Don’t Fight the Tape
Depending on who you follow to get your financial news, you may be aware that the U.S. stock market is quite expensive and there are several warning signs that prospective returns could be weak.
For example, S&P...
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The Big Idea
There are nearly 6 million men across the U.S. and Europe currently living with prostate cancer. Roughly 625,000 more are added to the list each year. That makes prostate cancer easily one of the most common types of cancer affecting men.
Toss benign...
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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...
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How I Pick Micro-Caps
It’s been a while since I’ve explained my process for picking micro-cap stocks so I figured it would be worthwhile to review.
It can be extremely profitable to invest in growth companies, as any Tesla or Amazon shareholder will tell you.
But is...
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The Big Idea
In 2012 Matt Ehrlichman, who had just sold his start-up technology company Thriva to Active Network for $60 million, was moving his family into their newly built home and dealing with all the hassles home construction and moving required. He thought must...
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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..
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