Marijuana Stocks Focusing on This Market Are Set to See Huge Gains

专注于这一市场的大麻股将看到巨大的涨幅

2021-08-30 21:00:21 PROFIT

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For many marijuana stock investors, there are some hard decisions to be made. With pot stocks proliferating, the options available to investors are myriad. But how can investors know which marijuana stocks are destined for big gains and which ones are doomed to be busts? That’s the eternal question. But there is a good way of discerning a good pot stock from a bad pot stock: where the company is based. I’ve been writing about the marijuana industry for a long time, since back when it was just being legalized in Canada. Over the years, I’ve noticed that, generally, the most successful marijuana stocks are those of companies that see the marijuana industry for what it truly is: one of the greatest growth opportunities in this century. The pot stocks of companies that have looked to aggressively expand into new markets have typically fared very well, while the stocks of more conservative pot companies have struggled. With so many markets to choose from, is there a difference between a company that decides to expand into the European marijuana market vs. the U.S. marijuana market? And if there is a difference, which type of marijuana stock shows more promise for investors? The answer is a little complicated, but the short version is that pot stocks that are based in the U.S. have seen explosions in value, and I believe that this is where investors’ money will serve them best. Which isn’t to say European pot markets don’t also carry great promise. The issue, however, is that European countries are smaller compared to the U.S.—and the U.S. is in a special position that makes its marijuana stocks so well suited to gain. Allow me to explain. While the European Union (EU) could influence marijuana legalization on the continent, the institution simply doesn’t have the ability to override its member states’ sovereignty to the point where it could decree that pot is suddenly legal in every EU country. Therefore, we’re more likely to see incremental marijuana legalization in Europe. One country may legalize medical pot and another may go whole hog and legalize all types of marijuana, but at the end of the day, they will represent rather small steps. That’s unless a major country like Germany or the U.K. were to legalize marijuana. The U.S., in contrast, is in a unique situation. Due to the legal quagmire whereby marijuana is illegal at the federal level but legal in several states—including the largest legal marijuana market on Earth (California)—U.S. pot stocks have a lot of opportunities to expand. You see, each state is essentially operating as a mini-country when it comes to marijuana laws. Some have legalized all consumption, others have only legalized medical cannabis, and others still bar the drug. But the momentum is behind legalization. Chart courtesy of StockCharts.com From New York to California to Illinois, marijuana is now legally available in many of the most populous states. And each time another state legalizes pot, it provides the opportunity for one of the larger U.S. marijuana stocks to rise in price. So, what U.S. pot stocks have is a situation wherein they can experience mini-boosts every time a new state opens up to legal marijuana. Furthermore, U.S.-based companies have access to the most lucrative pot markets on Earth (sorry, Canada) in California, New York, and other populous states. So they’re able to access the richest marijuana markets while pretty much going unchallenged when it comes to expansion into other states. Due to the federal prohibition, foreign marijuana companies are essentially banned from taking part in the U.S. pot market. Moreover, companies that sell marijuana cannot list on either of the two major U.S. stock exchanges. That deters and outright prevents many of the industry’s most well-known names from getting in on the action. This has created a protected domestic market, where U.S. pot companies are left unperturbed by rivals from Canada and around the globe while they expand into each new state that legalizes the drug. This protected ecosystem has created many fast-growing U.S. marijuana stocks. Three U.S. pot companies look like they will crest $1.0 billion in revenue this year. And that, my friends, is why I would favor investing in U.S. pot stocks over investing in European pot stocks. The legal situation in the U.S. has created circumstances in which U.S. marijuana stocks can grow without any competition from the outside world. That, in turn, will grant American companies access to the most lucrative marijuana markets far before heavy-hitters from Canada or Europe can get that access. When the U.S. eventually legalizes marijuana at the federal level, U.S.-based companies will already be chugging along with 10-digit yearly revenue, able to reinvest in new opportunities. They’ll also have established footholds in the U.S. pot market. That will give them a huge advantage over competitors from foreign countries, which will have to start from scratch. And it goes without saying that there will be a flurry of acquisitions and other deals when the U.S. marijuana market eventually opens up nationwide. That will help spur even greater gains from established U.S. pot stocks. While the future of the marijuana industry is global—and companies that invest as such are likely to be the most rewarded in the long run—at this time, the marijuana stocks that are shoring up their positions in the U.S. pot market look like the most promising ones to me. U.S. pot stocks are superbly positioned to benefit from the marijuana industry’s current state for years to come. They’ll benefit even more when federal U.S. pot legalization eventually lands.
对于许多大麻股票投资者来说,有一些艰难的决定要做。随着大麻库存的激增,投资者可以选择的选择是无数的。 但投资者如何知道哪些大麻股票注定会大幅上涨,哪些注定会破产?那是永恒的问题。但有一个很好的方法来区分一个好的和一个坏的股票:公司的总部在哪里。 我写大麻行业已经很长时间了,从加拿大刚刚合法化的时候开始。多年来,我注意到,一般来说,最成功的大麻股票是那些认为大麻行业是本世纪最大增长机会之一的公司。 那些希望向新市场积极扩张的公司的股票通常表现良好,而更保守的公司的股票则表现不佳。 有这么多市场可供选择,一家公司决定向欧洲大麻市场扩张与向美国大麻市场扩张有区别吗?如果有区别,哪种类型的大麻股票对投资者来说更有希望? 答案有点复杂,但简单的说法是,以美国为基地的大麻股票的价值出现了爆炸式增长,我相信这是投资者的资金最能为他们服务的地方。 这并不是说欧洲大麻市场也没有很大的希望。然而,问题是,与美国相比,欧洲国家更小--美国处于特殊地位,这使得其大麻库存非常适合增长。 请允许我解释一下。 虽然欧盟(EU)可以影响欧洲大陆的大麻合法化,但该机构根本没有能力凌驾于其成员国的主权之上,以至于它可以下令大麻在每个欧盟国家都突然合法。 因此,我们更有可能看到欧洲大麻合法化的增加。一个国家可能会使医用大麻合法化,另一个国家可能会全力以赴,使所有类型的大麻合法化,但归根结底,它们将代表相当小的一步。除非像德国或英国这样的主要国家就是大麻合法化。 相比之下,美国的情况独特。由于大麻在联邦一级是非法的,但在几个州是合法的,包括地球上最大的合法大麻市场(加州)--美国锅股票有很多机会扩大。 你看,当涉及到大麻法律时,每个州本质上都是作为一个迷你国家运作的。一些人将所有消费合法化,另一些人只将医用大麻合法化,还有一些人仍然禁止这种药物。 但势头是在合法化的背后。 图表由stockcharts.com提供 从纽约到加利福尼亚再到伊利诺伊州,大麻现在在许多人口最多的州都是合法的。每当另一个州将大麻合法化,它就为美国较大的大麻库存之一提供了价格上涨的机会。 因此,美国大麻库存的情况是,每当一个新的州向合法大麻开放时,它们都会经历小幅上涨。 此外,总部设在美国的公司可以进入地球上最有利可图的大麻市场(对不起,加拿大)在加利福尼亚州、纽约州和其他人口稠密的州。因此,他们能够进入最富裕的大麻市场,同时在向其他州扩张时几乎不受挑战。 由于联邦政府的禁令,外国大麻公司基本上被禁止参与美国大麻市场。此外,销售大麻的公司不能在美国两大证券交易所中的任何一个上市。这阻止并彻底阻止了该行业许多最知名的名字参与进来。 这创造了一个受保护的国内市场,在那里,美国大麻公司在向每个合法化的新州扩张时,不受加拿大和全球竞争对手的干扰。 这种受保护的生态系统创造了许多快速增长的美国大麻库存。三家美国大麻公司今年的收入似乎将达到10亿美元。 我的朋友们,这就是为什么我更喜欢投资美国大麻股票,而不是投资欧洲大麻股票。 美国的法律状况创造了美国大麻库存可以在没有外部世界竞争的情况下增长的环境。反过来,这将使美国公司在加拿大或欧洲的重头戏进入最有利可图的大麻市场之前,远未进入。 当美国最终在联邦一级使大麻合法化时,总部位于美国的公司将已经获得10位数的年收入,能够再投资于新的机会。他们还将在美国大麻市场建立立足点。这将使他们相对于外国竞争对手具有巨大的优势,而外国竞争对手将不得不从头开始。 不言而喻,当美国大麻市场最终在全国范围内开放时,将会有一系列收购和其他交易。这将有助于刺激美国老牌大麻股更大的涨幅。 虽然大麻行业的未来是全球性的--从长远来看,这样投资的公司可能会获得最大的回报--但在我看来,支撑其在美国大麻市场头寸的大麻股似乎是最有希望的。 美国大麻库存极有可能在未来几年从大麻行业的现状中受益。当美国联邦大麻合法化最终落地时,他们将受益更多。

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