1933 Industries Inc. (TGIF.CN)

A cannabis producer with operations in Nevada -- the first in the state. They operate a THC and CBD division. They are some of the best in extraction of concentration products. He thinks this will be a big year for them as he sees their operations growing from 10,000 square feet to about 100,000 square feet. They are selling out of everything they can produce in Nevada. There are rumours they move into California or Colorado.

He thinks 2019 will be a big focus in the US for them. The US farm bill will be good news for anyone involved in this market. This company is seeing year over year growth at over 19% in their THC division and they have a fairly good lead over their competitors and the margins are huge. He expects them to finish next year with revenues around $100 million and the market cap is close to this level. He sees it being super cheap.

They have an operation in Las Vegas. They are specialists in the extraction process. They make some products with over 100% margin that no one else can. It is very cheap and could be two to three times.

Likes management, it’s smart. But you’ve missed it. You have to get in early, wait for the pop, and then sell. Wait and see if they can deliver numbers. Until they do, you don’t want to be long.

Stay away right now. Slow, steady decline. No big volume turnover. Still ticking downwards. Big push to exit hasn’t happened yet, and still could. These stocks have no profits, few sales, small production levels. Avoid the stock and the sector.

Two of three divisions are in cannabis--the THC and CBD sides are expanding 5x from their current sizes into 2019. They can't get enough product now, because they're very good at extractions, which boast huge margins. They will have a new facility by year's end, and increase their cash flow give times It's trading at 1x sales. They're great at what they do. (no analysts' price target)

They were one of the first rec licenses because they were one of the first med licenses. They tend to sell out in all dispensaries they go into. They took over a facility next to them and so are increasing production. They are also building a new building right now.

They're the first licensed medical and recreational cannabis supplier in Las Vegas. They're expanding now. They have one of the best extraction staffs in that area. They recently bought a logistics compnay to help move around volumes of cannabis internationally as TGIF grows. More people than expected to try recereational cannabis once it becomes legalized in Canada.

This company has been active with potential acquisitions, which they have not been rewarded for, he thinks. It has one of the first cannabis cultivation plants near Las Vegas. He likes the recent acquisition, which will help with security logistics of cannabis inventory. This could be a service offered to other companies.

There is a lot of hoopla about Cannibals going recreational early. An injunction was thrown out. They have a license. It won’t be long before competition comes in. He would not run out to buy this now.