U.S. Investing

Cannabis Corner: At Last, the Divergence

After months, the moment of truth is at hand. The Big Cannabis stocks that traded in unison are finally going in separate directions. Investors can recognize that they’re different companies.

Aurora Cannabis Inc. (NYSE:ACB) and Tilray Inc. (NASDAQ:TLRY) are still trailing the pack. Wall Street just isn’t convinced that these companies have what it takes to thrive in a competitive market.

But Canopy Growth Corp. (NYSE:CGC) has had a fantastic week, soaring 12 percent on news that its new chief investment officer is coming from corporate parent Constellation Brands Inc. (NYSE:STZ).

While there were adults in the corner office before, institutional investors need someone in charge they can respect. And that’s the differentiating factor here.

I’m also pleased to see Aphria Inc. (NYSE:APHA) up 24 percent this week. It has a differentiated business, too, with its focus on medicinal markets already translating into profitability.

When you see winners and losers emerge, consolidation is at hand. Turbo Trader subscribers are already in position to make money on that process. Are you?

Join me for the Orlando MoneyShow, February 6-8, 2020, at the Omni Orlando Resort at ChampionsGate. I will be speaking Friday, Feb. 7, 3:00 p.m. about The Stealth Value Investor: Ten Amazing Dividend Yield Plays Flying Under the Radar. On Saturday, Feb. 8, I will talk at 5:15 a.m. about Identifying the Real Future GameChanger Stocks: Ten Companies Positioned to Double – Even if the Bears Take Over Wall Street. Other investment experts who will be speaking include retirement and estate planning specialist Bob Carlson, income and options expert Bryan Perry and world-traveling, free-market economist Mark Skousen, who leads the Forecasts & Strategies newsletter. Register by clicking here or call 1-800-970-4355 and mention my priority code of 049252.

Hilary Kramer

Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes Ms. Kramer as “A one-woman financial investment powerhouse” and The Economist distinguishes her as “one of the best-known investors in America”. Ms. Kramer is often quoted in publications such as the Wall Street JournalNew York Post, Bloomberg, and Reuters. She is a frequent guest commentator on CNBC, CBS, Fox News and Bloomberg, providing investment insight and economic analysis. Ms. Kramer was an analyst and investment banker at Morgan Stanley and Lehman Brothers.  Ms. Kramer founded and ran a long-short hedge fund and has been chief investment officer overseeing debt and equity portfolios. Since 2010, Ms. Kramer’s financial publications have provided stock analysis and investment advice to her subscribers.  Her products include GameChangers, Value Authority, High Octane Trader, Triple-Digit Trader, 2-Day Trader, IPO Edge and Inner Circle. Ms. Kramer, a Certified Fraud Examiner, has also testified as an expert in investment suitability, risk management, compliance, executive compensation, and corporate governance. Ms. Kramer received her MBA from the Wharton School at the University of Pennsylvania and her BA with honors from Wellesley College. Ms. Kramer has provided testimony regarding investment policy to the U.S. Senate and is a frequent speaker on the markets, portfolio management and securities fraud and compliance. Ms. Kramer is also the author of “Ahead of the Curve” (Simon & Schuster 2007) and “The Little Book of Big Profits from Small Stocks” (Wiley 2012).

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