Latest Expert Opinions

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COMMENT
COMMENT
July 25, 2018

Medical cannabis. The stock hasn't performed well lately, nor has the sector. The small- and medium-sized cannabis companies have underperformed compared to the big ones. There are worries about too much supply in the market. He likes NDVA and was a past pick. Management has executed as planned by growing their facility. The market isn't rewarding them. Overall, there's a finite number of dollars to invest in cannabis, so money has left the smaller guys over supply fears to invest in the big guys.

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Medical cannabis. The stock hasn't performed well lately, nor has the sector. The small- and medium-sized cannabis companies have underperformed compared to the big ones. There are worries about too much supply in the market. He likes NDVA and was a past pick. Management has executed as planned by growing their facility. The market isn't rewarding them. Overall, there's a finite number of dollars to invest in cannabis, so money has left the smaller guys over supply fears to invest in the big guys.

COMMENT
COMMENT
July 25, 2018

They are threatened by tariffs, which explains why the stock has sold off. They have a big, diversified business, so long-term the tariffs don't make an issue. If you're a short-term investor then there's a lot of uncertain. If there is a trade deal, then the stock will bounce back. If you're short term or worried, sell; if long-term, hold; if you own a partial positioN, then buy it in tranches.

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They are threatened by tariffs, which explains why the stock has sold off. They have a big, diversified business, so long-term the tariffs don't make an issue. If you're a short-term investor then there's a lot of uncertain. If there is a trade deal, then the stock will bounce back. If you're short term or worried, sell; if long-term, hold; if you own a partial positioN, then buy it in tranches.

PAST TOP PICK
PAST TOP PICK
July 25, 2018

(A Past Top Pick on July 26, 2017, Down 59%) A year ago they were two business units which put together are much higher than PHM today--one business was spun out.

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(A Past Top Pick on July 26, 2017, Down 59%) A year ago they were two business units which put together are much higher than PHM today--one business was spun out.

BUY
BUY
July 25, 2018

A past pick and still likes. He just spoke to management. They just got a big order from their partner of 20,000 units over 12 months. They have spent more money than the market expected, but they are generating more cash flow now. They've done studies across various industries to show how their products apply in those industries. He likes it and it should go higher as they go cash-flow positive.

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A past pick and still likes. He just spoke to management. They just got a big order from their partner of 20,000 units over 12 months. They have spent more money than the market expected, but they are generating more cash flow now. They've done studies across various industries to show how their products apply in those industries. He likes it and it should go higher as they go cash-flow positive.

COMMENT
COMMENT
July 25, 2018

They've exectue well, but one doubt is what exactly happened in the Nuverra deal from a corporate governance standpoint. asn't seen enough detail and is waiting to hear from management. They're now stockpiling product before the Oct. 17 legalization date. After that we'll see sales data and their performance.

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Aphria Inc (APHA-T)
July 25, 2018

They've exectue well, but one doubt is what exactly happened in the Nuverra deal from a corporate governance standpoint. asn't seen enough detail and is waiting to hear from management. They're now stockpiling product before the Oct. 17 legalization date. After that we'll see sales data and their performance.

DON'T BUY
DON'T BUY
July 25, 2018

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.

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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.

BUY
BUY
July 25, 2018

A long-term success, though it hasn't done much recently. They continue to add stores and the dollar count in its basket (higher prices). It does well in good and bad times. If you're a long-term investor be confident owning this.

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A long-term success, though it hasn't done much recently. They continue to add stores and the dollar count in its basket (higher prices). It does well in good and bad times. If you're a long-term investor be confident owning this.