Friday File: Stops, Nibbles, Pot Updates and a New Watchlist Stock

by Travis Johnson, Stock Gumshoe | October 4, 2019 4:30 pm

Real Money Portfolio udpates, plus a new high-yield watchlist stock and some pot and commodity thoughts

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Source URL: https://www.stockgumshoe.com/2019/10/friday-file-stops-nibbles-pot-updates-and-a-new-watchlist-stock/


13 responses to “Friday File: Stops, Nibbles, Pot Updates and a New Watchlist Stock”

  1. Dorkmeister says:

    I put IRM into one of my wife’s IRAs and it has done well over the past 18 months.

  2. yasmas says:

    I think that investing on $KSHB is a bet on the vaping industry not collapsing. If I had to bet on that, I would have put my coins on the FDA eventually approving it, but in a regulated way. I am interested to take this bet, but $KSHB is little too dramatic for me. I wonder what you guys think about Altria as a bet on the same idea?

  3. mary says:

    Non-related question….is the price of an ETF dependent upon the price of the positions included or on the amt of the shares of that particular ETF sold? So would any fund that tracks the Dow, or whatever, be equal?

  4. JackInTheBox says:

    I think the biggest risk to $IIPR is widespread legalization. I f the federal government legalizes Marijuana than all the growers can get mortgages to buy properties themselves, and wont need them anymore.

    #IIPR

  5. viktor69 says:

    A possible explanation why NOK and ERIC do not move up can be found here: https://www.visualcapitalist.com/the-future-of-5g-comparing-3-generations-of-wireless-technology/
    Basically, the biggest investment by far in 5G is expected to come from China (more than 50% of global sales) and nobody is guaranteed a piece of that pie except Huawei, efven more so with the trade war raging…
    “To date, China has built roughly 350,000 5G sites─compared to the less than 20,000 in the U.S.─and plans to invest an additional US$400 billion in infrastructure by 2023. Chinese mobile providers plan to launch 5G services starting in 2020.”

  6. Surprise! PharmaCann and MedMen called off their merger today. MedMen is retrenching and focusing on building their retail brand in California instead of sticking with their initial plan to expand nationally, which seems mostly to be an admission that capital is not as free and easy in marijuana as it was a year or two ago (they decided that building out nationally wouldn’t be worth the large cost, and PharmaCann was a big part of that national expansion ambition). MedMen does get some Illinois assets as part of the deal cancellation, to repay a loan they had made to PharmaCann, but those weren’t assets that IIPR owned so it doesn’t have a direct impact.

    It will be interesting to see how this shakes out, and I’d like to hear more from PharmaCann about their financial situation since that’s a risk for IIPR, but I don’t know anything more detailed yet.

  7. meadowbrookmanor says:

    “Blather” on Travis; I get a lot out of your thoughts. Much appreciated!
    An aside – how often do you update the RMF?
    Thanks again!

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