Canadian CANNAINVESTOR Magazine April / May 2018 | Page 238

CASE STUDY

Welcome to this month’s case studies. All companies referenced throughout the magazine are not intended as investment advice but rather to bring an awareness of different companies that may be invested in. Any third party images fall within fair dealing under Canadian Copyright law.

I write this on what feels like the 99th day of January here in Ontario and today also happens to be 420-eve.

Being the first in connecting the dots that turn

green into gold has always been the

CannaInvestor Advantage.

238

Where you learn how to

In est Long and Prosper

I spent some time looking back at our case studies during the past year and our writers and analysts have served you well. Case Studies warning about certain facets of certain companies while highlighting companies that were relatively unknown when written but are now discussed by others and with greater frequency. Companies such as Quinsam Capital with their latest quarterly revenue that dwarfs the annual revenue of some LPs all the while also paying a regular quarterly dividend. Such companies are the focus of a case study this month.

The most important case study every month however is not in our pages but rather is your takeaway case study - to stay on top of industry news and events and to identify opportunities as well as threats/risks to your portfolio. Risks can come in all forms including misinformation or wrong conclusions derived out of good intentions. The most common example of the latter is whether or not marijuana will become a mere commodity with a falling price. This topic is nothing new to our readers although it appears new to many out there. This hypothesis has a few origins such as cannabis is by definition a plant and agricultural goods have pretty much been commoditized. Another origin story is we are heading for record over-supply. Some who counter this hypothesis state there are too many different uses and submarkets for the product to be commoditized and many of these require high grade source material. Without doubt that is a contributing real factor. But if it were solely true, jurisdictions such as Oregon and Washington would not have witnessed dramatic price drops.