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The Post Roll: Earnings – Aphria, Organigram, Aurora & Valens

In this edition of The Post Roll, Thomas George and Scott Willis review the flurry of earnings releases in the cannabis sector.

Aphria – Winning in Cannabis 2.0

Aphria had a very solid earnings release, we examine the 2 ways investors can win owning the name and why a hedged (long/short) strategy is the best risk/reward.

Organigram – Is there a Cash Crunch?

The company was once a pot stocks darling, however the latest earnings weren’t a thing of beauty. Is the company facing a cash crunch?

Aurora – The Pain Trade Continues

Aurora has been a disaster for investor, after a 12 for 1 stock reverse split does this mark the end of the ‘pain trade’?

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Fire & Flower

Is there More Dilution on the Way?  Scott outlines the runway for the stock.

Valens – The Preferred Cannabis Oil Play

Scott Willis explains why Valens is well positioned relative to Medipharm Labs.

The opinions provided in this article are those of the author and do not constitute investment advice. Readers should assume that the author and/or employees of Grizzle hold positions in the company or companies mentioned in the article. For more information, please see our Content Disclaimer.

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Categories: Marijuana Analysis
Thomas George: Thomas has over 17 years of global institutional investment management experience. At TD Asset Management he was Director of Global Resources and lead Portfolio Manager for over $1 billion of global equities (resource and sustainability funds). Thomas is a CFA charterholder and has been featured on Fox Business, CNBC, Bloomberg, CTV, CBC and the National Post.
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