RE:RE:RE:RE:Q4 ends in 2 weeks!!Well said Mack!
I agree with the recession-proof sector theme of sin stocks. I wonder if the MJ sector is far enough along to ride that wave though. Would you buy Alcanna (liquor and weed) with growth potential and a 5.33% divy or TNY for the homerun. I think for most; the money goes to Alcanna in that spot in the market cycle. Same play but one is defensive. The saving grace for me is that I know TNY is a grand-slam and I'm willing to sit on my homerun waiting for the bases to load because I'm still young enough to do that but there's certainly the fear that I may never see the valuation that this company deserves.
On another note, this forum has been quite volatile lately. I wanted to personally thank you for your theories, posts encouraging conversation, opinions and speculation, research and general demeanour. It's pretty kool to talk to someone with a similar outlook over the course of several years: and you are definitely part of our core group from "back in the day!!'