#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 HITIF ADDED HOLDING 2) Harvest Health HRVSF ADDED HOLDING 3) Columbia Care CCHWF ADDED HOLDING 4) CRESCO CRLBF ADDED HOLDING 5) TPCO Holding Inc GRAMF SOLD 6) AYR Resources AYRWF SOLD 7) Green Thumb GTBIF SOLD 8) CANOPY CGC NO POSITION 9) HEXO HEXO HOLDING 10) 4Front FFNTF BOUGHT BACK
11) Schwazze SHWZ PURCHASED 12) Jushi JUSHF SOLD 13) GrowGeneration GRWG NO POSITION 14) TILT TTLTF NO POSITION 15) Cannabix BLOZF SOLD 16) Trulieve TCNNF NO POSITION 17) Curaleaf CURLF NO POSITION 18) TILRAY TLRY NO POSITION 19) TerrAscend TRSSF NO POSITION 20) Planet 13 PLNHF NO POSITION
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