Jump to content

What are you buying today?


LowIQinvestor

Recommended Posts

1) Starter in BERY. I sold this in the 40’s early this year and now at $50 and change it looks cheaper and less risky than when I sold it - strange how to works sometimes.

 

2) Small add to LMT. It seems that guidance spooked the market. Seemed fine to me, but what do I know. I had sold down GD a little a few days ago, so this is basically a swap.

Link to comment
Share on other sites

  • Replies 6.8k
  • Created
  • Last Reply

Top Posters In This Topic

BMWLF , CCHWF, HRVSF , GRAMF

 

Buying Bluma Wellness (BMWLF) looked like a discounted way to own Cresco Labs.  Bought during the downdraft early in the trading day.  Hoping Cresco’s acquisition of Bluma will close.  Columbia Care (CCHWF) is positioned in the right states and shares have underperformed to peer group MSOs recently. Harvest (HRVSF)  has 23 of 38 dispensaries in Arizona and Pennsylvania.  Also bought some GRAMF hoping that the California cannabis assets, Caliva and Left Coast, that were bought by this SPAC before the two elections (Presidential and Georgia) will rerate.  The Parent Company (GRAMF) is also well capitalized ($300 Million cash) to pursue its goal of creating a national cannabis brand ( JAY-Z is a major shareholder and their brand ambassador).  Very unsure about management and think execution risk is high.  It will be hard and very expensive for them to enter their next intended market, New York.

Link to comment
Share on other sites

More MO. I'm sure eventually the BTS crowd will figure out it's undervalued but it'll probably be one of the last ones. Until then I'll just clip the divvy.

 

BTS?

 

 

 

 

The WSB boys got nothing over the BTS army.

 

Who wins in a fight, Beyonce's Beehive or BTS army?

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now



×
×
  • Create New...