JohnCM Investment Corner

[JohnCM]

My criteria;

#1. I like to see at least 100M in annual sales.
#2. I like to see an outstanding share number of less than 300M.
#3. The stock must have momentum. Especially right now.
#4. The company should be on the way to EBITDA break-even, if not there yet.
#5. Maybe a turnaround story, or legit, right out of the box.
#6. Typically will be focused on the U.S., not Canada.
#7. For now, will be marijuana only. No hemp.

1) High Tide ADDED, BUY AND HOLD
2) Harvest Health BOUGHT BACK
2) AYR Resources SOLD
3) Green Thumb SOLD
4) Columbia Care BOUGHT
5) CRESCO ADDED
6) Schwazze NO POSITION
7) HEXO BOUGHT
8) Jushi SOLD
9) TPCO Holding Inc LIGHTENED UP
10) GrowGeneration NO POSITION

11) 4Front SOLD
12) Cannabix SOLD
13) Trulieve NO POSITION
14) Curaleaf NO POSITION
15) TILRAY NO POSITION
16) TILT NO POSITION
17) MENMEN NO POSITION