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The Stash, Volume 50: Clever Leaves – global cannabis leader in the making

CLEVER LEAVES: GLOBAL CANNABIS LEADER IN THE MAKING Favorable growing conditions and low production cost position Colombia as a key cannabis-exporting nation. Annual cannabis exports from the country are expected to grow >20x to $2.3 billion in a decade. Colombia’s location near the equator provides an even 12-hour day and night cycle, quality soil, abundant water, [...]

2020-07-15T19:09:11+00:00July 1st, 2020|

The Stash, Volume 44: Safe Banking Act: One step closer to reality

SAFE BANKING ACT: ONE STEP CLOSER TO REALITY The passage of the SAFE Banking Act by the U.S. House of Representatives as part of the $3 trillion coronavirus stimulus bill suggests that cannabis legalization is moving from being a socio-political issue to an economic one. On Friday May 14, the U.S. House of Representatives passed – [...]

2020-07-15T19:12:03+00:00May 20th, 2020|

The Stash, Volume 42: The Second Coming of the Cannabis Bellwether

CANOPY GROWTH CORP (CGC): THE SECOND COMING OF THE CANNABIS BELLWETHER We believe Constellation Brands’ (STZ) purchase of an additional stake in Canopy Growth Corp. (CGC) reaffirms investors’ faith in the cannabis legalization story. On May 1, global beer, wine, and spirits major Constellation Brands exercised an aggregate of 18.8 million warrants to purchase additional shares [...]

2020-07-15T19:13:01+00:00May 13th, 2020|

The Stash, Volume 40: Oregon and Oklahoma are best placed to benefit from Cannabis’ Essential Status

OREGON AND OKLAHOMA ARE BEST PLACED TO BENEFIT FROM CANNABIS’ ESSENTIAL STATUS High per capita marijuana dispensary density means that cannabis markets in Oregon (OR) and Oklahoma (OK) are in the best position to benefit from its essential industry status. In the last few weeks, we have discussed how cannabis’ essential designation is driving sales higher [...]

2020-07-15T19:14:35+00:00April 22nd, 2020|

The Stash, Volume 39: COVID-19 is a Net Positive for Cannabis. Here’s why.

COVID-19 IS A NET POSITIVE FOR CANNABIS. HERE’S WHY. COVID-19’s impact on the cannabis industry is more positive than negative. While COVID-19 is a net negative for most industries, cannabis is among those where the net impact is positive. There are three reasons that bring us to this conclusion: 1) emergence of cannabis as an essential/staple, [...]

2020-04-15T19:48:06+00:00April 15th, 2020|

The Stash, Volume 35: Big Brands Key Contenders for the Billion-Dolllar CBD Beauty Opportunity

BIG BRANDS KEY CONTENDERS FOR THE BILLION-DOLLAR CBD BEAUTY OPPORTUNITY Driven by cannabidiol’s (CBD) wellness and cosmetic benefits, the U.S. CBD Beauty market is expected to grow to $1 billion+ in annual sales by 2025. Overall CBD sales in the U.S. are expected to grow from $1.8 billion in 2018 to $20 billion+ by 2024, according [...]

2020-03-30T13:50:43+00:00March 18th, 2020|

The Stash, Volume 34: Coronavirus and its Impact on the Cannabis Industry Value Chain

CORONAVIRUS AND ITS IMPACT ON THE CANNABIS INDUSTRY VALUE CHAIN Coronavirus (COVID-19) is crippling the cannabis industry value chain, especially businesses focused on the vaping and packaging segments. The number of people infected with COVID-19 across the globe has topped 118,000 as the outbreak spreads to more countries, resulting in more than 4,200 deaths and causing [...]

2020-03-30T13:51:35+00:00March 11th, 2020|

The Stash, Volume 32: New York Legalization Prospects and the Two Companies Best Placed to Win

NEW YORK LEGALIZATION PROSPECTS AND THE TWO COMPANIES BEST PLACED TO WIN Governor Andrew Cuomo’s efforts to legalize adult-use cannabis, if successful, will make New York one of the top three state markets in the U.S. by 2025. Cuomo – through his FY21 budget – has revived the prospects for legalizing recreational marijuana sales in 2020 [...]

2020-03-30T13:52:29+00:00February 26th, 2020|

The Stash, Volume 31: The Valens Company – Extracting Value for Investors

THE VALENS COMPANY: EXTRACTING VALUE FOR INVESTORS The Valens Company (VLNCF) is one of the best cannabis extraction and testing names for investors to follow. Valens provides best-in-class proprietary services, including CO2, ethanol, hydrocarbon, solvent-less and terpene extraction, analytical testing, formulation, and white-label product development and manufacturing to leading Canadian and international cannabis brands. It has [...]

2020-03-30T14:00:46+00:00February 19th, 2020|

The Stash, Volume 30: Innovative Industrial Properties = High Dividend Yield + Strong Earnings Growth

INNOVATIVE INDUSTRIAL PROPERTIES (IIPR) = HIGH DIVIDEND YIELD + STRONG EARNINGS GROWTH Innovative Industrial Properties (IIPR) – the leading cannabis-focused real estate investment trust (REIT) – is one of the best cannabis names for investors to evaluate. IIPR focuses on the acquisition, ownership, and management of specialized industrial properties leased to experienced, state-licensed operators for their [...]

2020-03-30T14:02:15+00:00February 12th, 2020|
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