More buyers and sellers: Charley's Aunt, a farce in 3 acts
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Love the cannabis sector and with most stocks 50% off spike highs the timing looks right. Any detail on why TLRY and SNDL? There are many other names I like far better but willing to be persuaded.
That sounds about right. Fortunately, figuring out what a company does is about the last step of my process - mainly to check that it isn't some microcap. I was a bit surprised that there was a $190bn company that I'd never heard of.
Sea Limited is an interesting choice. I agree that the stock would most likely go up post earnings. However, it is one of the most crowded and top momentum names. In fact it is one of the favourite stocks of index inclusion guys. I would rather take a contrarian position and sell it as we go into MSCI rebalancing (30-Nov).