Hard picture to fully realize. Canada is the only real game in town now.
If the US went all out legal in a few years, these companies might not look as good. Initially, they'd do well, but competition would come fast and furious.
Canada has a first mover advantage and valuations could hit levels in 2017/2018 that you might not see again for years.
If this plays out half as well as Colorado going legal, we are all going to face the sell decision. I still think the rise so far is foreplay.
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