The MunAiMarkets American Cannabis MSOs Portfolio was up and down like a toilet seat in November. It:
- sank 41% with Trump’s election and Florida’s failure to pass its Amendment 3 legislation proposal,
- soared 27% with the news that Matt Gaetz was being tapped by Trump as Attorney General,
- declined 11% with the announcement of Gaetz’ withdrawal, and
- ended DOWN 34% for the month.
Given the price action in November I think the “up and down like a toilet seat” analogy is descriptive in more ways than one!
The MunAiMarkets American Cannabis MSOs Portfolio
Below are how the 7 largest multi-stare operators, constituents in the portfolio, performed during the 3 periods mentioned above in descending order as to how they performed in November:
- Green Thumb Industries (GTBIF):
- DOWN 22.6% from Oct.31 – Nov.11;
- UP 24.4% from Nov.12 – 13;
- DOWN 4.2% from Nov.14 – 29;
- DOWN 7.8% in November
- Cresco Labs (CRLBF):
- DOWN 28.8% from Oct.31 – Nov.11;
- UP 38.5% from Nov.12 – 13;
- DOWN 22.0% from Nov.14 – 29;
- DOWN 19.2% in November
- TerrAscend Corp. (TSNDF):
- DOWN 33.0% from Oct.31 – Nov.11;
- UP 29.9% from Nov.12 – 13;
- DOWN 9.2% from Nov.14 – 29;
- DOWN 21.0% in November
- Curaleaf Holdings (CURLF):
- DOWN 42.6% from Oct.31 – Nov.11;
- UP 34.9% from Nov.12 – 13;
- DOWN 13.8% from Nov. 14 – 29;
- DOWN 33.2% in November
- Trulieve Cannabis (TCNNF):
- DOWN 51.7% from Oct.31 – Nov.11;
- UP 26.1% from Nov.12 – 13;
- DOWN 14.0% from Nov. 14 – 29;
- DOWN 47.6% in November
- Verano Holdings (VRNOF):
- DOWN 52.8% from Oct.31 – Nov. 11;
- UP 25.5% from Nov.12 – 13;
- DOWN 26.6% from Nov. 14 – 29;
- DOWN 56.5% in November
- Ayr Wellness (AYRWF):
- DOWN 67.0% from Oct.31 – Nov. 11;
- UP 21.1% from Nov.12 – 13;
- DOWN 22.1% from Nov. 14 – 29;
- DOWN 68.8% in November
In total, the MunAiMarkets American Cannabis MSO Stocks Portfolio was:
- DOWN 41.1% from Oct. 31 – Nov. 11;
- UP 26.7% from Nov. 12 – 13;
- DOWN 11.4% from Nov. 14 – 29;
- DOWN 34.1% in November
The MunAiMarkets Canadian Cannabis LP Stocks Portfolio
The Canadian Cannabis LP Stocks Portfolio was not impacted directly by Trump’s victory and it had no skin in the game with the failure of Amendment 3 to pass in Florida, only going
- DOWN 11% from Oct. 31 – Nov. 11;
- DOWN 5% from Nov. 12 – 13;
- DOWN 3% from Nov. 14 – 29;
- DOWN 13.4% in November
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