Liquidity Crunch for Cannabis Stocks

Published on
September 26th, 2019
10 minutes

Liquidity Crunch for Cannabis Stocks

Trade Ideas ·
Featuring Todd Harrison

Published on: September 26th, 2019 • Duration: 10 minutes

Todd Harrison, founding partner and chief investment officer of CB1 Capital Management, walks through how to take advantage of the recent volatility and liquidity concerns in the cannabis space. In this interview with Jake Merl, Harrison reviews his favorite cannabis stocks for sale, highlights the importance of the SAFE Banking Act, and notes how traders should position in the months to come. Filmed on September 24, 2019.



  • YB
    Yair B.
    28 September 2019 @ 17:14
    curious, why not $MJ or the Canadian $HMMJ?
  • AW
    Aaron W.
    27 September 2019 @ 06:34
    "Just keep buying more." Not really a strategy.
    • AG
      Adam G.
      28 September 2019 @ 05:38
      I wish real vision could post these hedge fund managers track record. I guarantee you, you would find that important information. I suspect that this hedge fund manager has lost almost 50% of his limited partners capital.
    • PP
      Peter P.
      28 September 2019 @ 14:53
      I am not invested with Todd, I have no stake in CB1, but I do receive his free email on market news in the cannabis space from his website ( and will watch and listen to any of his videos or interviews, on cannabis or any subject. I have traded in & out of some of Todd's previously recommended names including GWPH (disclosure - I am long short dated ATM calls as of Friday's close), as for his street cred, Todd helped a lot of people not lose any money in 2008 (and even make money) and all through the Global Financial Crisis via his Minyanville website - several of those contributors to Minyanville, are people who have done & contribute videos to RV. I do not know any of the names mentioned in this video with exception of GWPH, but because Todd is flagging them, I will be reviewing all of them this week, as I would rather spend the scarce time I have reviewing stock names recommended by someone I believe in like Todd, than those mentioned in any mainstream publication. As for the names being down a lot ytd, as long as they are debt free, I'll buy those long dated options. Thank you Todd H and RV for the video
  • CB
    C B.
    26 September 2019 @ 14:40
    Looks like MJ outperformed many of the individual names
    • PP
      Peter P.
      28 September 2019 @ 14:19
      I look through MJ US holdings to see what might get flushed out with the selldown. I was surprised that if you look at the number Shares Outstanding in the MJ US ETF it has barely moved with the sellout, and to be honest not sure to read that as bullish (core investors who have no intention of selling out at any price) or bearish On MJ outperforming, that ETF does have a lot of names that may be expected to invest in Cannabis, but are really pure consumer stocks - (e.g. all the big tobacco stocks are represented) - also reminds me that MJ US, I think, was previously an Ag ETF, that dumped all its AGRO US to then buy cannabis names in its reinvention.
  • PB
    Pieter B.
    26 September 2019 @ 06:18
    Great conversation! Thanks for the stock list!
    • TR
      Travis R.
      27 September 2019 @ 17:04
      Agreed. Have been wondering what Harrison was invested in besides GWPH (previously devulged). Now my question is (list is not in alphabetical order) whether the list is order of confidence?
  • DL
    Dillon L.
    27 September 2019 @ 13:51
    VREOF licenses aren't fully operational and management presentation is forecasting higher organic growth into 2020 while 2019 revenue disappoints
  • RA
    Robert A.
    26 September 2019 @ 21:48
    Thanks for the update
  • TS
    Trevor S.
    26 September 2019 @ 19:37
    Even though I'm a believer, there's too much speculation still as the hype fades. Trump could still veto the bill if it passes through the Senate which that is a slim chance. My port. would love a relief rally in this sector right now.
  • AG
    Adam G.
    26 September 2019 @ 11:51
    Does this rec eradicate his last Buy ?