MJ News and Press, ETFMG Alternative Harvest From 07/13/22

Alan Sumler comes from the world of academia and brings that perspective to cannabis investing. Long positions and how he approaches his stock analysis. Psychedelic and cannabis overlap. Medical and historical lens. A rare opinion - Positive on Canada! Playing options, bal...

The Green Giants portfolio lagged benchmarks this month. The biggest drop came when SAFE Banking was once again removed by the senate and not included in the America Competes Act. Investors I speak with remain interested in cannabis but are discouraged by the price action. ...

REIT expert Brad Thomas breaks down why cannabis REITs are an income play and a growth story. Real estate is a big part of the industry; lack of federal legalization affords cannabis REITs a strong opportunity. We discuss the value of licenses, leases, good and bad tenants. Br...

There will be plenty of noise around federal legislation in the coming months. Macro headwinds are subsiding, albeit with some lingering pressure around what inflation will do to consumer spending levels. The lower break-even threshold and seemingly more accommodating regulatory e...

Federal legalization as a catalyst and what happens to valuations if we're years away. Growth industries: Comparing undervalued tech to cannabis stocks. Returning to former growth rates as more states come online with adult-use cannabis. For further details see: Cannabis...

Cannabis REITs - a perennial performance leader over the past half-decade - have been slammed in 2022 amid concerns over tenant financial health given the sharp re-pricing of risk and tighter financial conditions. Owning the "Pharmland" - the physical real estate - had been one of the...

Top Cannabis ETFs To Watch In June Are you looking for the best marijuana stocks to buy now that the markets have reached new lows? The whole market fell considerably in the third week of trading in June due to recession concerns. Morgan Stanley’s top analysts now say there&#...

The Green Giants portfolio fared better than the industry benchmarks and is now besting MSOS and YOLO by about 10% year-to-date. New Jersey is the most meaningful new market in 2022 and more stores and bigger grows will add much-needed revenue in the next couple of quarters. In an...

Julian Lin returns to discuss two of his favorite cannabis plays - a REIT and an MSO. Cannabis investing philosophy (valuations should drive capital allocations). Net leases, cap rates and how legislation may affect bullish thesis. Smart acquisitions, management compensation, ...

What's Working is "Risk On" and What's Not Working are Bonds and Defensive Sectors. Enterprise Tech is Starting to Show Signs of Strength. Energy Continues Higher, Despite Higher Supply from OPEC+. For further details see: Is Tech Looking Better? Retail Sure Isn't; Energ...