I just re-balanced my cannabis portfolio after doing about 7 hours of reading on Reddit and random news articles (gf was not happy last night).
I’m holding and will be building these positions. I will assess their risk in my mind even though overall the whole sector is high risk -
Aurora (lowest risk)
Dark Horses -
Eve & Co (High Risk) (Very interesting niche producer. Women ran, for women, by women. People want minority and women run businesses to succeed in today’s “white-male dominated world”. Not just weed, but eventually lotions, skin care products, maybe even dildos one day?)
Cannabix (Mega High). God just pull this shit off already.
Crop Infrastructure Corp (High) - Supply capital and use leasing programs for the cannabis industry.
The reason Cannabix I believe is the highest is because they’re all on their own. Smaller growers such as Eve & Co I think may eventually be bought out.
To the moon we all hopefully go. If weed can get legalized on a federal level in the US everything related to cannabis is going to skyrocket. And once the US does something, everyone else will follow suit. Cheers to Canada for being the first though!