SLEEKSCAPE'S 2022 CANNABIS & MARIJUANA MANIA GRAND SALAMI -- PART II

[sleekscape]

I think ISOLF is a uniquely positioned publicly traded company with an emphasis on the cannabidiol formulation most likely to receive FDA’s 1st approval for national sales — CBD Isolate

They also offer CBD products in all 4 major categories — Foods, Beverages, Supplements and Topicals — and have a pharmaceutical angle, international distribution, retail penetration into Vitamin Shoppe and a focus on athletics and sports

They also seem to have put a significant amount of thought into the positioning of their company moving forward based on possessing more than just a superficial understanding of the CBD sector:

https://www.benzinga.com/markets/cannabis/20/10/17840713/isodiol-executives-discuss-company-shift-towards-cbd-consumer-markets

So it has “merits on its own” as well as being “in position to increase when a rising tide lifts all boats”

It was trading in the .06-.08 range when it entered the portfolio, and performed very well during the few days of frank manic action in the cannabis sector we saw in February, and since that’s the primary goal of this portfolio, it was a nice confirmatory signal

Like every other stock trading on the OTC, it has its positives and negatives, its benefits and its risks, so doing your own DD is always recommended

In terms of individual stock weightings in a diverse cannabis portfolio that covers American MJ, American CBD, CBD Beverages and CBD Supplements, the optimal weighting isn’t likely to be static over time

These are dynamic times and depending on which of the 3-4 major federal catalysts move to the forefront as we move thru 2021 — MJ Legalization, CBD Product Legalization, MJ/Hemp/CBD Banking Legalization and FDA Enforcement Discretion Policy for CBD Products — the optimal compositional weightings will vary

Spontaneous catalysts will also likely play a role moving forward — for example, just because the market didn’t react to Molson-Coors and Canopy launching CBD Beverages, that doesn’t mean the market wouldn’t react to the 1st major retail chain that breaks the ingestible ice and starts carrying CBD Beverages in multiple states or the 1st mainstream American Beverage company that announces clear interest in producing a line of CBD Beverages

Likewise for MJ stocks, we still haven’t seen the equivalent of what sparked the late 2017 cannabis mania in Canada, when Constellation Brands took a 10% stake in Canopy Growth nearly a year before Canada passed MJ Legalization

I really like AMMJ based on a long list of favorable characteristics — the arc of company development anticipated to occur over the next 12-24 months, opportunity to enter before it becomes an MSO, chart history with huge runups during prior manias, slow pace of dilution, small float, 99th percentile IPA score, etc — so I view it as a must own in the MJ sector


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