The Green Organic Dutchman Holdings Ltd. (TGOD-CSE)

It's done very well. The organic portion certainly has its place in the consumer market. If someone can organically produce cannabis, they should get a premium on their product, though they'd face competition. Green's valuation is rich vs. its peers. He's avoided it because of this valuation.

Competitive advantage over traditional cannabis? Likes it, versus a lot of the growers. Concern about the sector is that it will become a commodity, and then lowest price wins. A lot of consumers will care about the supply chain in terms of emissions, labour standards, environmental and social issues. People will pay for certified organic.

Has been a popular stock, Aurora is entitled to about half their production. High multiple, so same issue with supply coming down the pipe. There are some cheaper names, based on exports and production levels, such as Hydropothecary. Good company, but facing industry-wide issues.