Canopy Growth Corp (WEED)

[happyglass]

Interesting idea for the short term but how will they collect increasing rent from cannabis farmers who are already facing downward pressure on the commodity they are selling? They have 15 year contracts with the farmer who in every other industry gets the smallest piece if the pie. Do you want shares in frito lay or one of their corn growers? And here you want stocks in the guy who rents the farm? Every farmer I know is one bad season away from hard times, so much so that they encourage their kids to do something else. When cannabis sells by the bushel we will see this in a different light. I think Canopy only owns the greenhoses they have because that is the only way to fulfill the rigors of licensed supply. As mr green dragon keeps saying china has the ability to grow a bunch the problem is that after melanine poisoned dog food and baby formula they now have lost a lot of trust but peoples memories are short and if they get on the weed train with testing and proof of safety they could be a competitor to the suppliers who want to make a living wage. As the money is in the value added end product the bag of chips or the bottle of booze (how many shots of rum in a bottle?) how many canes of sugar in a bottle of rum? Where is the most money made? I have heard Bruce say from day 1 his plan was the products and the brands and what I have seen is unwaivering execution of that plan. I am not pumping I compare what people say to what they do and make my decisions according to how closely they match. So far in my opinion Canopy has done so much better than everyone else. Just my 2 cents