MJ Stocks Analysis

[nopancakemix]

Here Is What I've Got Going On
I don't want to give out ticker picks and steer your boat without having a good knowledge of you financial situation. That's where dirty things hit fans and this is a message board not a financial institution's office.

Here is a basic overview of my MJ portfolio after I trimmed some fat:

ERBB
The company is releasing products, actual confirmed products. The products include;
A Zazzz branded vapor pen made by The Vapor Group
The Zazzz vending machine release earlier in the month (still a few weeks of beta testing and final legal approvals before it's online at the first location but more locations have been announced with plenty more to come).
Jurrasic Water System, of which a preorder of 100 units worth $1.7m is in the works.
OneBode International health supplements with spokesperson Steve Nash (NBA superstar)
I have bought clothing from the American Green website and will be buying several Zazzz brand vapor pens when available next week. ERBBs COO Stephen Shearin has taken the reigns and has Tranzbyte galloping along. If the company released the recent PRs when the MJ market was humming,mi think it could have realistically hit .20pps.

MJNA
Oldie but goodie. Products galore. Marketing galore. MJNA has a lot of obstacles to overcome but it is operating at a strong level. Also MJNA has a substantial holding in CANV. At one point MJNA's holdings in CANV were worth even more than MJNA's market cap. That's some fuzzy math!

VAPE
I just got into this one mostly to get some exposure to a low float, product oriented MJ company. VAPE isn't releasing PRs about involvement in marijuana sales but they still focus on products related to MJ. I'm still a little mixed about the company and have yet to hear back from the CEO about a meeting here in LA. I've been buying VAPE recently in the 3s and nibbled a little today at 2.75 but am waiting for 1.5 before I really start hoarding.

TRTC
I've been nibbling here but am not totally committed. TRTC is a very real company and more than just an MJ play.

FITX
I like it but I'm not sold and have not done enough research there. I looked at FITX too late and never really bothered to get in because I had so much money tied up elsewhere.

*edit
Oh yeah got some LATF and SKTO. Total stinkers but I like the exposure to cannabis. LATF is opening a doctors office in LA (supposedly) and has a decent non-MJ based business (supposedly). SKTO is advertising on the Internet and claims to have outrageous revenues that are mostly uncollected so I don't expect much here.

Those are the companies I am looking at or am vested in. ERBB is the biggest position I have as I got in around .002 with profit taking at .03, .07 and .105. Today I actually bought a little more ERBB at .0275 (wished I waited a few more hours but I had stuff to do this am and threw in a bid as ERBB dropped). I cleared out all my MJNA (once my largest position unseated by ERBB) holdings from .02, selling a bunch from .25-.45 but got back in there recently at .18. VAPE like is said is a new position as is TRTC. I may get into FITX but I don't have any plans yet.

Right now, I'm looking to reinvest profits from my MJ plays and a well timed put option short on FaceBook that I posted about. But I am trying to be cautious in respect to that cycle I referred to so I can buy later in the year. If I'm too late and the MJ market takes off due to Washington state, 2014 mid-term elections or some other positive developments, I'll be ready