Cannabis Plays
I'm open to looking at others. We can't cover them all. I'm trying to lean more to the US plays, less towards LPs, more to medical. I will reference this post at times for the different plays. This is a post that was built from focusing on how to make the best percentage gains ahead.
KSHB - Picks and Shovel play. Not great margins, but robust sales.
Diverse customer base for regulatory compliant packaging
ITHUF - Rock solid US play with diverse assets and smart management.
SNNVF - Lacking info here, but I still like it, LOL
EMHTHF - Great management, great focus, diverse product line focus.
OGRMF - I'm leaning on the chart and reputation on this one.
TGODF - Great management, largest organic LP
NXTTF - Amazon of weed.
EHVVF - machine learning, good management, good SS, solid contracts, serving high unmet need that every good LP is focused on.
VATE - hemp play of which there are few. Could strike it big with CBD coffee/tea in Whole Foods.
ACNNF - Canopy's Australia play
BLOZF - cannabis intoxication detection device
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I'm separating the pharms as a separate category. I expect this category to go nuts:
GWPH - Everyone knows this one
IMLFF - Great management, on solid exchange, human trials upcoming, is logical stock to ride GW.
CNBX - Israeli cancer focused cannibinoid focused.
NMUS - My favorite in this realm, but will need the sector to come alive, and to deliver on entering human trials without too much dilution over the next 12 months. 400-800% upside in the next 6-12 months.
Something happened - which unleashed the power of our imagination...
AI
