An Introduction
The difference between LPs and MSOs lies in their geographical focus and regulatory environment:
- LPs are cannabis companies based in Canada. They are licensed by Health Canada to produce and sell medical cannabis and operate in a federally legal market, which allows them to access banking services and institutional investors but they are limited to the Canadian market and face strict regulations.
- MSOs are cannabis companies based in the United States. They operate in multiple states where cannabis is legal, either for medical or recreational use. MSOs face a more fragmented regulatory environment, as cannabis laws vary from state to state. They do not have access to federal banking services and institutional investors due to federal prohibition and, as such, have much to gain from country-level reform in the U.S., and are eager to see more welcoming federal laws that will allow their businesses to develop further.
Below are the Canadian LP and American MSO model portfolio performances for the week ending March 28th, MTD and YTD:
Please note: For
- a specific stock price performance (currently, yesterday, over the past 5 days, 1 month, 6 months and 1 year) go HERE, type in Stock Symbol, and Click on Time Period
- a specific stock’s performance statistics and financials go HERE, type in Stock Symbol, and Click on Statistics and Financials
- the reasons behind the price change in a specific stock go HERE and ask “Why did x stock change price so much this week?”
- the latest articles and analyses go HERE, type in Stock Symbol, and Scroll down to Recent News
The MunAiMarkets Canadian LP Stocks Model Portfolio:
DOWN 2.4% w/e March 28th; DOWN 14.8% MTD; DOWN 25.5% YTD
- Focus:
- limited to the 5 largest Canadian LP companies.
- Constituents:
- Aurora Cannabis (ACB); Canopy Growth (CGC); Cronos Group (CRON); Organigram (OGI); and Tilray Brands (TLRY).
The MunAiMarkets American MSO Stocks Model Portfolio:
DOWN 2.1% w/e March 28th; DOWN 15.7% MTD; DOWN 24.5% YTD
- Focus:
- limited to the 6 largest American MSO companies.
- Constituents:
- Cresco Labs (CRLBF); Curaleaf Holdings (CURLF); Green Thumb Industries (GTBIF); TerrAscend Corporation (TSNDF); Trulieve Cannabis (TCNNF); and Verano Holdings (VRNOF).
