Cannabis Investors Should Consider REITs – New Cannabis Ventures

You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number

Friends,

Cannabis shares have increased the rumors that the federal government can transform the hemp, which was revealed on Friday at 9, and was re-established on Monday at a press conference on Monday. The new Cannabis Ventures Global Cannabis stock index that was closed last night at 7.10, now it is 3.2% annual but large ETF MSOS, which was closed in 5.21. In Q3, GCSI grows by 41.4%, and MSOS is 116.2%.

Regular readers are likely to be well aware of how much a major transformation can be. There are many positives, but the main one of the investors is the possible end of the question we have discussed this news in this newsletter since 2022 280E TaxesSince the beginning of the 1980s, drugs produces or sells 1st graphs such as cannabis or 2nd graph require gross profit tax payment. I think Green Thumb Industries has the best balance among the five largest MSOS, and for the first half of the year for the first six months, in the last six months, is 55.1%.

GTI is in a much better position than its peers just a small amount of net debt. It will benefit greatly from 280E taxes, but his peers will benefit more, because many are fighting with debt. Ayr Holutness dissolves its assets due to its high debt, but it was a higher level of name, not level 1, which includes GTI and also Curaleaf, Trano and Credco Labs. Their influence for investments in MSOS presents 81.7% of the foundation for these five shares, for which almost 70% are.

Former President Biden has worked on transformation, but never passed. It sent Cannabis shares, especially MSOS, growing. The news was primarily reached in the end of August 2023, that his / her Department of Health and Human Service advised that it moved the cannabis during the schedule of 1st schedule. Cannabis’s reserves hit their tops on that day, X’s Cannabis stock index closed in X and MSOS closure in X. Is below them.

Perhaps the trump card will hand over the transformation. It is not yet known, but the President said that the decision will be made during the weeks. It makes great sense that the cannabis is not the 1st schedule, and there are several advantages to transform, including lower stigma and more research. The Americans for safe access continue to push the Legal Federal National Medical Cannabis program, which I have provided in detail this year, and it will probably take place.

My concerns for MSOS if 280E rods are high, including more probable bankruptcy. I have no MSOS impact in my model portfolio, but I have about 70% impact on support companies, which is more than double in the figure. I currently hold 4 names, including what I added this week to cannabis. I added funding for Chicago Atlantic real estate because I couldn’t add to my position at IIPR because of its position because of it is so great. I continue to write articles when searching for Alpha, which published my strong purchase article on IIPR this weekend. Is my view Due to its low assessmentAlthough it and his peers apply the risks if 280 stays around.

There are four publicly sold cannabis, including IIPR and Refi, which are in my focus list and a group of advanced flowers and newlake capital, which are not. Three (non-newlake) index that I have a goal to beat (and beat), and they currently represent 9.3%. My REIT effect is currently higher than 30.9%. Two durabilities of my model portfolio in higher exchange trading, do not pay 280E floor, have better access to the value of the capital and trading book. The top 5 of MSOS has a negative tactile book except GTI. Here are four residents of MSOS and Cannabis.

This performance is just a price. On a total return basis, Reits has a better generic income due to their great dividends, but everyone is still negative. MSOS, then, is much more than this cannabis terrain and even the Cannabis Global stock index last month and a half years old and afternoon.

I wrote about Cannabis Reits last this newsletter in this newsletter at the beginning of June, warning those things was rough For them. I concluded that if 280E left, investors should stay carefully remain carefully. Then MSOS has already increased, while they are mostly unchanged, although one has fallen a lot.

In general, in April 2024, I was cautious about transformation. I have never used this newsletter to buy aggressively. I always warned as I was more optimistic that the transformation was not a transaction. It’s not the case yet. In fact, I warned very aggressively at the top of May 2 (after Sunday graduation 4/30/24), Asking the movement higher.

Closing today is very similar in mood, although prices are far more today, as the bear market has been extended for more than four years. Processing can be very useful if 280E taxes leave, but it’s time to call the cannabis shares. For those who want to enter, I think that the supportive reserves, including the re-re-appointments, make sense, although if 280E fails, there is a possibility that they can put pressure.

I continue to be very careful about MSOS and think that investors should get out of MSOS and each of the three big msos. There are better ways to invest in Canada. Yes, the resettlement has a certain potential defect, but I think it’s a lot from MSOS. If 280E goes away, many MSOS will most likely be able to sell equity to correct their balance, and it can be in. I’m rooting for the transformation and 280e taxation to end, but it is difficult to assess this result and it is dangerous to simply assume that it will pass.

Frankly,

Alan

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Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email