News Focus
News Focus
icon url

JohnCM

01/26/21 11:32 AM

#229 RE: StevenRisk #228

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) High Tide HOLD
2) AYR Resources SOLD
3) Green Thumb SOLD
4) Schwazze NO POSITION
4) HEXO BOUGHT
5) Columbia Care BOUGHT
6) TPCO Holding Inc ADDED
7) Jushi SOLD
8) Harvest Health BOUGHT BACK
9) CRESCO BOUGHT
10)4Front SOLD

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