Commodities and Gold

Predicting a Triple-Digit-Percentage Year

Speaking of triple-digit-percentage trajectories, I see that my proprietary cannabis basket is up 96% so far this year. That performance puts this industry in the top tier of the entire market… and it’s exactly the kind of return I want to capture.

This week hasn’t been great, but we still see stocks like OrganiGram Holdings Inc. (NASDAQ:OGI) climbing 26% in five days, and the energy is palpable. This is where the hot money is migrating.

Do the math. OGI has tripled since the year started. So have CannTrust holdings (OTC:CNTIQ) and Tilray Inc. (NASDAQ:TLRY)

My favorite, Aphria Inc. (NASDAQ:APHA), is only a few percentage points from joining that rarefied club. 

You don’t need every stock on your list to become a triple-digit-percentage winner. All you need is more big wins than big losses. 

One 100% win makes up for one 100% loss. In a two-stock situation, you break even. 

But it’s more likely that a 100% winner will keep going while you’ll pull the plug on losers well before they hit the total loss threshold. Even if you don’t, losses never go above 100%, so your downside is capped at that point.

The wins can go on forever. I’ve got triple-digit-percentage cannabis fun in my IPO Edge portfolio. We’re holding on.

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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