Opinions
The Monthly Gems by Allan Tong
Curaleaf Holdings Inc
CURA-T
TOP PICK
Oct 01, 2025
$4.100
Stock price when the opinion was issued
agriculture
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
COMMENT
A bit of a lottery ticket. Good job expanding in US, strong revenue growth, fairly good cash balance, growing organically. US regulatory environment has not improved. US investment firms won't hold cannabis while still illegal. Tide's gone out on the market. Future is promising, but he can't say when. Will be a leader long term. Investors must decide whether to hold or use tax-loss selling.
agriculture
BUY
MJ-N down this week He has been long in cannabis. It's been a tough week. Most of this ETF is invested in Canadian stocks. Canopy this week just announced it would issue more shares, which will highly dilute shares. Canopy has been eroding capital quickly. A lot of consolidation needs to happen. The top 3-4 Canadian players are losing market share. Look to U.S. names, instead, where valuations are interesting. Names like Curaleaf are trading at low May 2020 valuations.
agriculture
Unspecified
Cannabis stocks sold off in the U.S. with many companies burning through cash. Curaleaf should continue to be a leader with cash on the balance sheet and generating cash. It is still building its business. There are challenges in the Cannabis market in the U.S. at the moment. Waiting for more legalization legislation.
agriculture
BUY
Allan Tong’s Discover Picks Despite inflation, Curaleaf’s Q2 was rosy with revenue growing 8% to $338 million and adjusted EBITDA rising 2.2% to 25.6% following -1.5% in Q1. Also, management lowered 2022 guidance by cutting capital spending by $25 million to $125 million.
Caveats: There’s a lot of competition in any of these territories, so establishing a presence in all corners of the U.S. is crucial. Also, the path to legalization will be unpredictable, given the vagaries of American politics. You can buy Curaleaf now, but be patient. The ride up could take time, but it could soar into hyperspace any moment, too.
Curaleaf boasts 10 buys and one hold at an average price target of $12.14, nearly 50% higher. Buy. Read 3 Cannabis Stocks to go Higher for our full analysis.
agriculture
DON'T BUY
RISKY
Large issue with the company is legalizing the products(marijuana). Another worry is the over supply of products in the market. Federal laws against marijuana in USA make it hard to deal with expenses that are not deductible (100% tax rate). Could be a good investment if US legislation changes. In the meantime, would not recommend investing.
agriculture
And now for something completely risky. Though listed on the TSX, this is an American company that produces weed in that country and across Europe. As everyone knows, U.S. states have been legalizing ganja for several years and there's always speculation of whether this president or that will legalize weed for the entire country. At the end of September, Trump posted that CDB has health benefits an CURA shores skyrocketed over 30%, though they lost roughly half that the next day.