A bit of a broad brush, and though I've never forgiven Baltimore for killing Edgar Allen Poe, it's not all as bad as you state...
I do like that SHWZ is up after Canopy put a dark shroud on the sector today, and I expect Aurora to continue that trend. But what is getting clearer with each of these earnings reports is the great gulf between the truly badly managed MSOs and the good ones like SHWZ. So the more blood I see from the Canopies and such, the better SHWZ will look by comparison, even if they merely hold their ground in the next ER.
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