What Cannabis Stocks Should Be In Your Portfolio?
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Description
Nick Gastevich, aka CannaVestments, one of our favorite commenters on Seeking Alpha, returns for a super actionable take on cannabis stocks. Focus on companies that control their own destinies as much as possible. Which balance sheets are in trouble and who's generating real cash flow. Diving deep into the top multi-state operators + AYR (AYRWF), MariMed (MRMD), C21 Investments (CXXIF), California operators like Lowell (LOWLF), Statehouse (STHZF) and Glass House (GLASF) and more. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: CannaVestments on Seeking Alpha: https://seekingalpha.com/user/49607348/comments CannaVestments on Twitter: https://twitter.com/CannaVestments Previous appearances on this podcast: https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts https://seekingalpha.com/article/4356531-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast-transcript
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Jerry Derevyanny and Julian Lin break down the current state of the cannabis sector (1:00). How companies are massaging their earnings results (3:30). Proper metrics to use as the market develops (7:45). Green Thumb's growth mode and solid margins (16:05). Institutional capital and what will...
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