Cannabis stocks are really cheap, but Alan Brochstein is worried about 3 things. We discuss sector debt and optimal cannabis investing metrics; Canadian and US operators; concerns around MSOS, limitations of ETFs. Thoughts on the Cresco/Columbia Care deal. Why Alan's 19% in cash. 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: Alan Brochstein: https://seekingalpha.com/author/ALAN-BROCHSTEIN-CFA Village Farms article: https://seekingalpha.com/article/4573501-village-farms-is-deep-value Canopy Growth article: https://seekingalpha.com/article/4571716-canopy-growth-is-not-a-good-stock-for-cannabis-investors MSOS article: https://seekingalpha.com/article/4577734-msos-etf-meltdown-hurting-cannabis-stocks Columbia Care article: https://seekingalpha.com/article/4575545-cannabis-company-columbia-care-is-a-bargain