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JohnCM

01/15/21 9:40 AM

#3034 RE: AC323 #3033

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) Subversive Capital ADDED
2) AYR Resources SOLD
3) Green Thumb
4) CRESCO BOUGHT
4) HEXO
5) Columbia Care
6) High Tide
7) Jushi SOLD
8) Harvest Health SOLD
9) Cannabix SOLD
10) 4Front

11) Schwazze NO POSITION
12) TILT NO POSITION
13) Trulieve NO POSITION
14) Curaleaf NO POSITION
15) TILRAY NO POSITION
16) MENMEN NO POSITION