Cannabis Stock Universe

This is evolving, and I know some have expressed a desire for a complete summary of the space with buy prices, etc. on all the names.  I am not there yet, but stick with me and we will get there.

I have spent a lot of time on a limited number of stocks, but I don’t yet have a confidence level to fully weigh in on the entire space.  I intend to focus on names with $10mm or more of market cap.  My job is to find opportunities, rule out fakers and update you guys on the rapidly changing landscape and how it impacts these companies.  You saw how quickly I was able to analyze MCIG (and get the overvaluation part right, for sure), and you can count on me to keep up with new companies that will definitely be entering the publicly-traded sector.

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This list is the 16 names that I see that meet the $10mm criteria.  I have divided the list into three categories:  Good, Mixed, Negative.  I have then split it into the left side, where I have done enough work and the right side, where I have a feeling but need to do more work.  These aren’t valuation calls – they are an assessment of the likelihood of success as I see it influenced by management, the financials and the business model (my 3 “P”s:  People, Pecuniary, Plan).  So, here is my first cut, and it will change, so keep that in mind: