2Q20 Earnings Closes US/Canada Discount on EV/S

2Q20 Earnings Closes US/Canada Discount on EV/S

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...
Seeking Alpha Cannabis Investing Podcast

Seeking Alpha Cannabis Investing Podcast

My interview with Rena Sherbill on the Seeking Alpha Cannabis Investing Podcast, originally published on April 22, 2020, can be found at this link with both the audio and the transcript. I mention Canopy (CGC) and the impact of their capacity cuts on Canadian...