eResearch

Digital-First Strategy and Tactical Consolidation Drives EBITDA Growth at DCM

August 16, 2021 Chris Thompson

DCM is a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The Company is implementing a “Digital-First” strategy and leveraging its existing platforms for direct-to-print applications, marketing and workflow management, and Digital Asset Management (DAM) solutions. We are Initiating Coverage on DCM with a Buy rating and one-year price target of $3.60/share. [more]

A Forward View of Public Companies in the U.S. Cannabis Markets

July 20, 2021 Gregg Carlson

The cannabis industry is dominated by the big four companies and these companies have emerged as the industry leaders. They benefit from factors including access to the lowest cost of institutional capital, scale, proven management talent, track records, strong balance sheets, and licensing credibility. [more]

Triple Threat Canbud Launches New Products Targeting the Hottest Health & Wellness Trends

January 30, 2021 Chris Thompson

After its public listing last October, shares in Canbud appear poised to move higher as it executes on its three-pronged business model: 1) Hemp for cannabinoids (CBD) production, (2) Mushrooms for both psychedelic pharmaceuticals and non-psychedelic nutraceuticals, and (3) Plant-based products. [more]

Cannabis Update: US Moves Closer to Federal Regulation, M&A Activity Surges, and Edibles Demand Increases

January 15, 2021 Jay Yi

The cannabis industry recently saw heightened activity as the United States moved closer towards federal regulation while several M&A deals were announced. In addition, the cannabis edibles market sharply increased as more consumers tried edibles for the first time. [more]

Cannabis Update – Aurora Reports $3.3B Loss, Aphria Makes First Shipment to Germany, and Canopy to Launch THC-infused Beverages in the U.S.

October 10, 2020 Jay Yi

The cannabis industry continues to experience high growth and activity as legal NA markets reach record sales, amid the COVID-19 pandemic. As the U.S. moves closer to regulating cannabis federally, Canadian cannabis companies are seeking various strategies to take advantage of the new market. [more]

Cannabis Central: Pure-Play Cannabis Stocks Crash in September; Only 2 Advance

October 3, 2020 Chris Thompson

Only 25 of approximately 250 actively traded cannabis stocks fulfill the criteria for inclusion in the equal-weighted munKNEE Pure-Play Pot Stock Portfolio. Only 2 participants’ stock prices were higher in September – Jushi and Ayr Strategies. [more]

Lift & Co. is the Latest Cannabis Company to Seek Creditor Protection

September 20, 2020 Chris Thompson

Lift & Co is the latest company to seek creditor protection and all of its directors and officers have resigned. This follows the failure to reach an agreement with the holders of the Corporation’s secured convertible debentures. [more]

Momentum Pot Stock Portfolio Is Up 57% YTD

September 6, 2020 Chris Thompson

The cannabis stock universe has over 400 securities listed on the various Canadian and American stock exchanges of which approximately 300 are actively trade. The 10 featured cannabis companies are higher on average 57.2% over the past 8 months. [more]

Cannabis Quarterly Update – Aphria, Canopy, Cronos, Curaleaf, Green Thumb Industries, and Trulieve

August 17, 2020 Jay Yi

This past quarter, Canadian cannabis companies focused on consolidating operations, adjusting asset valuations, and launching Cannabis 2.0 derivative products. While in the U.S., cannabis companies increased production capacity and scaled retail stores in order to be ready when federal legalization of cannabis becomes a reality. [more]

Quarterly Cannabis Update – Impairments, Financings, Partnerships, M&A, and Other Deals

July 11, 2020 Jay Yi

Cannabis stock prices continue to be under pressure as the overall market struggles to find footing amid the coronavirus crisis with numerous companies announcing impairments, write-downs, deal adjustments, and financings. However, some companies continue to execute partnerships and launch new retail stores. [more]