by Mike Regan | Aug 19, 2020 | Comp Table & Market Commentary, Free
The discount in US-focused cannabis stocks vs Canada-focused stocks is starting to reverse, at least on EV/S, following stronger than expected results in the US, while Canada remains beset by price pressure against the illicit market. Investors must not paint all...
by Mike Regan | Jul 16, 2020 | Free, In the News, Macro
My article in MJBizDaily, published on July 16, 2020, looking at the decline in sales estimates despite already declining 14-21% going into earnings. Valuations stood at 3.5X Sales, and 8.0X EBITDA for the US stocks. As cannabis investor reset continues,...
