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>> No.12043110 [View]
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12043110

Change of plan. No Cron chase just yet. Everything bright green.

>> No.11910190 [View]
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11910190

My dude weed portfolio rebalance and rejigger is now complete. I didn't like the feel of the wind on Canopy Growth this morning so i yoinked it for 1% loss. Glad I did as it continued to dump. Very bearish on large cap Canadian dude weed right now. US and a couple undervalued craft growers in leafland are my current focus.

Portfolio now consists of the following:
GW Pharma (earnings tomorrow)
MPX Bioceutical (earnings on Thursday)
Planet 13 (Nevada retail)
Quinsam Capital
Organigram (earnings on Friday)
James Wagner Cultivation (i'm a little iffy on this for short term but it's a small position anyway)

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