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  • Pipe Dreams: Can These Marijuana Stocks Make You Rich? [View article]
    I found this article very useful, well researched and unbiased, which is the way should be written on a new sector with such little available and clear information. Please continue writing on all the companies on the sector. I am currently long several stocks and as I am aware of the risks I believe in the pot story. Beside the pros and cons of the cos you have mentioned in this article and the one before I would like to know how you would play this sector if you were for the long run, 3 years from know, as what I have read there is a lot of skepticism about wether any of the current pot stocks will survive to see truely capitalize the billion dollar industry, so how would you play it from now? Or would you stay away until something clearer comes along?
    Mar 7, 2013. 12:04 AM | Likes Like |Link to Comment
  • Barbarians At The Gates Of The U.S. Medical Marijuana Market [View article]
    Anybody who has done some research in the sector know the companies are overvalued and provide few financial information, and the one's who do show they are capital intense and might be looking to a rough patch in the near term to survive because there isn't a clear timeframe for a more compelling legislation and are having cashflow problems. Regardless I am long a couple of stocks due to my strong believe of the promising future of the industry and the strong speculation there is around it. I currently hold $MWIP , $ERBB and $CBIS , I like the story of $MJNA although a lot of negative articles regarding the management team has kept me away. Right now I am looking for two things and hopefully somebody can help me out, a) Where can I find updated articles regarding the current legislation process (which I believe is the near term catalyst) b) Which stocks you believe will be the right play for when legislation happen? I am planning on a portfolio of 6 stocks, which I know some will not get to see the legislation go through but expect to really be on the green with the survivals.
    Feb 28, 2013. 04:47 PM | 2 Likes Like |Link to Comment