Hilary Kramer
American Consumers Are Stronger Than Wall Street Thinks
Hilary Kramer discusses how and why American consumers are stronger than Wall Street thinks, despite the COVID-19 pandemic.
Cannabis Corner: Earnings Ahead
We’ve seen winners and losers emerge among Big Cannabis stocks in recent weeks. The coming wave of earnings reports could finally solidify that trend with differentiated fundamentals. I’m looking for Aurora Cannabis Corp. (NYSE:ACB) to disappoint on Thursday, May 14. Expectations are low, but I think they’re reasonable. Even if ACB’s revenue comes in on […]
Shield Your REIT Portfolio From Zombie Yields
With the U.S. unemployment rate soaring to 14.7% in April, the fight to reopen the economy and get cash flowing again has become more urgent than ever. Businesses that shut down in March have now missed two rent payments. While this month looks a little brighter, June will still be tough for many tenants and […]
Cannabis Corner: Short Sellers Stay Stubborn
It is an open secret that the Big Cannabis stocks have attracted a lot of opportunistic negativity. The industry took off too fast and now that the mood has gotten more realistic, it will take time to recover. I remain bullish on the long term. The right portfolio of these stocks will make high-conviction investors […]
Enjoy a Tale of Two Tech Titans in the Age of COVID
This was a watershed week for every investor who wanted to see how the global economy is weathering the coronavirus shutdown. After a season of questions, we’re finally getting big answers from Silicon Valley and the results are mixed. I like transparency to see which companies are rising to the occasion and which companies are […]
Cannabis Corner: Still a Little Crowded
Pulling the plug on CannTrust Holdings Inc. (OTCMKTS: CNTTQ) has given surviving cannabis distributors a little relief. Admittedly, CTST never accounted for even $80 million in annual sales, but simply relinquishing that slice of the global market gave the survivors the fuel to rally 4% this week. Aurora Cannabis Corp. (NYSE:ACB) and Canopy Growth Corp. […]