JohnCM Investment Corner

[happyglass]

Why do the experts only highlight eastern holdings and msos? I have a hard time understanding it.there are companies who have survived the over supply in Oregon and are making connections in California. Surviving and thriving in a very competitive environment. What do these eastern companies think is going to happen when they have competition from legacy growers? No body has more than about 10% of the california market but those who have a portion of that and thrive will be able to steamroll anyone who is from the east. Right now, any weed is good weed. When the walls come down, it must be stellar or nobody will use it. I am not sure if it is the political climate that limits real discussion or what but it is interesting to watch. Premuim bud will always have a market. Everything else will be commoditized and extracted off shore (likely grown in Columbia or Africa) and used as an ingredient. Think sugar cane.