Canntrust Holdings Inc. (TRST-T)

This company was founded by pharmacists who is globally focused in generic drug manufacturing in 115 countries. They win 38% of new patients added to new medical cannabis users. They hire doctors to educate doctors about medical usages. Yield 0%. (Analysts’ price target is $16.93)

They have done a great job. They are in the top three as far as medical patients go. It is super cheap. They are talking about a US listing and that could light it on fire. They could get taken over. (Analysts' target; $16.11).

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

This is a relatively small cannabis player but the trailing EBITDA is minimal and the forecasted earnings are speculative. He bought the IPO at $2 and sold it at $4. It’s one of the higher quality companies in the space, with interesting value add ideas. They even have a patent for infused cannabis in Keurig cups.

This is a cannabis company that has a new product line for pets. He generally dislikes the sector and the associated valuations. You are betting this sector is going to explode and it is hard to know which companies will survive. It has a $600 million valuation on $20 million in sales.