How To Play Cannabis Stocks Right Now?
The latest episode of the Trade to Black podcast presented by Dutchie asks the question every investor is focused on right now: how should you play cannabis stocks? Speculation that President Trump will announce cannabis rescheduling within weeks is thick right now, and that means the potential for market opportunities for investors. Shadd Dales and Anthony Varrell break down the biggest catalysts and what they mean for both traders and long-term investors. Tim Seymour from CNBC’s Fast Money joins the show. Find out why he called rescheduling a “game-changer.” Plus, Margaret Brodie, CEO of Rubicon Organics (TSXV: ROMJ), provides a breakdown of her company’s latest earnings release.
First up, Margaret Brody joined first to discuss her company’s latest quarterly results. Rubicon Organics posted both revenue growth and profitability, driven by premium product innovation and brand building in Canada. Brody outlined a 40 percent capacity expansion pending Health Canada approval and highlighted demand for new pre-roll and all-in-one vape products. She emphasized Canada’s operators who survived years of oversupply are now well positioned for international growth, with Germany among early target markets.
Coverage by both the Wall Street Journal and New York Post in the same week suggests cannabis is finally receiving sustained mainstream attention that might finally see Schedule III a reality. With federal rescheduling potentially on the horizon and equities moving back into the spotlight, Tim Seymour lays out how to position before and after a potential announcement, the role retail day traders could play when volumes spike, and which kinds of institutions might finally step in once regulatory barriers begin to ease.
Seymour also breaks down how he manages liquidity inside the actively managed CNBS ETF and what investors should be watching in the days ahead. He expects quality operators with strong cash positions will ultimately benefit most, though weaker names may see sharper short-term rallies.
Lastly, Michael Bronstein, President of the American Trade Association for Cannabis, highlights the key storylines in Pennsylvania’s adult-use push and the Texas State Senate’s debate on the recently passed HELP Act (Hemp Expansion & Legalization Proposal). In Texas, lawmakers are considering SB6 during a special session that could reshape hemp regulation. In Pennsylvania, stalled budget talks have created an opening to push legalization as a revenue solution, especially with pressure mounting from neighboring states like Delaware and Ohio.
If you’re thinking about investing and wondering how to play the market on cannabis stocks, you won’t want to miss this.
