RE:RE:RE:RE:RE:RE:RE:Sincere question, please helpFunGuy88 wrote: GreekTitan wrote: I am being totally transparent with you. I personally don't hold any companies I don't believe in and don't use myself... Same with any ETF, income fund or asset management portfolio. From seeing someone purchase medical marijuana of a LP and tell me its quality product, to ordering products on amazon, ect ect.
I think it 's important to be aligned with the vision of the company, future potential, what it's accomplishing and balance sheet. I also enjoy seeing people I know use their product or services. It is hard with DDC as I don't own any company that would benefit from this but some of my holdings due and I strongly believe in many factors about this company.
GreekTitan, I was actually replying to pkrash orignally, but I agree with your overall approach and I appreciate the transparency. Just curious, what LPs do you like? I have mostly moved on to the American operators like TRUL and GTII, but I still follow the Canadian Sectors closely for opportunities as I believe the economics are starting to improve.
I stopped playing in the sector in 2018 as I believed the high overhead, low revenue and huge market caps didn't make sense. During this period, I had holdings in Canopy, Aurora, Aphria, Organigram and Hydropothecary ( today known as Hexo). I believe with current prices, it would be interesting to look at and potentially dive in at some point. As you said, economics are starting improve.