Top 10 Canadian Marijuana and Cannabis Stocks

These stocks had run up a tremendous amount. The valuation is insane. A lot of speculation in this space. The corporate governance in this space is not strong. For any investors that have made money in this space, should be taking profits now. It’s likely natural that they will pull back now that is legalized.…

He's short this. Mixed reports about the launch of cannabis in Canada since mid-October. Aurora at its peak had a $15-billion market cap, typical of investors betting on the future earnings of this sector. Auroura is highly acquisitive. Medical cannabis will be a great business. Aurora has bought in medical and recreational weed. Cannabis companies…

The cannabis space for him has been a no-go zone for some time. He cannot get around the valuation of what these companies should be worth. It has rolled off. There was $2 Billion of equity that came to market. There are a lot of trapped buyers that are late to the party. The challenge…

This has a couple of interesting aspects. They have great genetics, and genetics are really important. If you are going to go recreational, you need a marijuana seed that produces a high quality product. They just doubled their 15,000 ft.² facility and will have a big expansion on their property. He likes this company.

They have a great opportunity in Quebec where they've just secured a big contract to supply cannabis to the retail market here. There's a good chance of it being bought out. Stock is relatively cheap compared to the big 5 as this industry consolidates.

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.

It is interesting in the way they have transitioned their business to cultivation. It is on his radar. It has some possibilities down the road.

(Market Call Minute.) There are so many marijuana companies that whole sector should be avoided. It is a ridiculous valuation for a commodity-based product. There will be some companies that will make money, but if you cannot predict which ones, then stay away.

One of the 39 marijuana licensed producers. Has a small operation on Vancouver Island. Also, has property on the mainland and the goal is to build a new facility there and get it licensed. A new licensed facility, gets them into the Health Canada queue a lot faster. This company flies under the radar right…

A lot of people have been concerned about the sales license with this company. They were very close to getting their sales license from Health Canada, and then there were pesticide issues with some other companies. Health Canada asked the company to look at some of the fertilizers they were using. Now they have to…

It is been a ridiculously volatile space. The whole sector is very expensive. Very early inning of the industry. This is a decent way to dip your toe in the sector. Volatile above and beyond what normal equity markets are.