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CornellEngineer

12/03/18 2:00 PM

#418 RE: Goodbuddy4863 #417

Hey, GB...I can't respond to your PM because I'm not yet a paid subscriber.

Pretty crazy what's going on over on the Aphria board, huh? Some folks just get so damn defensive about their pet pot stocks. I agree with what you wrote...methinks Origin House is a far better bet than any of the Canadian MJ stocks right now, even after OH got hammered last week because their revenues only went up nine-fold...LOL.

https://www.fool.com/investing/2018/11/20/canadas-top-7-marijuana-growers-lost-nearly-300-mi.aspx

A lot of these poor folks don't seem to realize that these Canuck stocks are already priced to perfection...and many would say well beyond perfection. You could probably throw a dart at the US-based operators and do better than any of those will in the foreseeable future. But don't tell them that because they'll act like you just told them their wives are ugly or their dogs are stupid.

Hang in there, buddy...nobody ever said trading these MJ stocks was gonna be easy. But I sure wish AMD had waited a few days before skyrocketing...I was thinking of moving some pot money into other sectors and I was just looking at some of the chipmakers this weekend.

At least we got a nice little rebound in ORHOF going on right now. Easy come, easy go.

JohnCM

12/03/18 5:27 PM

#422 RE: Goodbuddy4863 #417

https://www.fool.com/investing/2018/11/20/canadas-top-7-marijuana-growers-lost-nearly-300-mi.aspx

Everybody is in a race to establish their brand and to build-out dispensaries and footprints. This makes sense. Expand right now. Capitol is available.

We see revenues skyrocket but losses on the bottom line.

There has to be a loss if you are aggressively expanding.

But, there are a couple names I dropped because stockholder dilution was or is going to be too aggressive. HEXO and MEDMEN.