Hilary Kramer
A Health Crisis Makes Health Stocks Uniquely Crash Resistant
This week saw the continuation of the pattern we’ve seen throughout April, with stocks gradually digesting truly horrific economic data as the COVID-19 crisis unfolds. The economic data remains nebulous. We’ve seen 22 million people laid off and early indications of a 12% decline in gross domestic product (GDP) in the current quarter. But at […]
CANNABIS CORNER: CANNTRUST IS DONE
We’ve been talking for weeks about consolidation as the road forward for the battered Big Cannabis group. This took a major step in that direction. CannTrust Holdings Inc., once traded under the symbol CTST, has been under the shadow of a potential delisting since March 31. That order was finalized in Toronto on April 13. […]
Is This the Mall Apocalypse? REITs Priced for 2008-Era Market Crash
One of the biggest question marks around the COVID-19 economy revolves around where and how Americans will start shopping again. We know people are still spending at the supermarket. While restaurant activity dropped 23% in March, grocery sales surged 29% in order to fill household stockpiles. But beyond food, nearly every other retail category went […]
Cannabis Corner: Relief or Rally?
Hilary Kramer explains if the recent uptick in the cannabis sector of the stock market is a relief from its slump or a rally to new heights.
The ‘Market Crash’ Was Only a Correction for These Key Stocks
Hilary Kramer discusses how the coronavirus market crash was only a correction for several key stocks. As a result, they are currently doing fine.
Cannabis Corner: Shakeout Coming
The big cannabis stocks I track are down another 20% this week in the aggregate. Why am I so excited? First, we dramatically reduced exposure to the commodity plant producers months ago. The suffering long-term shareholders are feeling now doesn’t apply to us. Second, the pattern of the losses suggests that investors are finally recognizing […]