Core Insights - 420 Investor was launched in 2013, coinciding with Colorado's legalization of cannabis for adult use, and has now transitioned its services to Seeking Alpha [1] - The service has historically provided extensive coverage of the cannabis sector, including model portfolios, videos, and written materials to assist investors in understanding cannabis stocks [1] - The leader of 420 Investor, Alan Brochstein, has been focused on Canadian licensed producers (LPs) since their inception and currently maintains a model portfolio with a 19.4% exposure in two cannabis stocks [1] Company Overview - Alan Brochstein, CFA, is recognized as one of the first investment professionals dedicated to the cannabis industry, starting his career in the securities industry in 1986 [1] - He founded AB Analytical Services in 2007 to offer independent consulting to registered investment advisors and has been managing New Cannabis Ventures since 2015, which provides financial information relevant to the cannabis industry [1] - The investing group 420 Investor, which Brochstein has led since 2013, closely monitors 20 cannabis stocks, providing timely investment news, earnings report previews, and post-report analyses [1] Service Features - The 420 Investor group includes a model portfolio, 10 weekly videos featuring chart analysis, three summary pieces each week, a monthly newsletter, and a chat feature for investor inquiries [1]

Core Viewpoint - Four cannabis stocks are showing significant technical momentum despite new regulatory challenges from Washington, particularly a provision in a government funding bill that could re-criminalize many hemp-derived THC products [1][2]. Group 1: Stock Performance - The stocks demonstrating gains include Tilray Brands Inc. (NASDAQ:TLRY), Cronos Group Inc. (NASDAQ:CRON), Organigram Global Inc. (NASDAQ:OGI), and SNDL Inc. (NASDAQ:SNDL) [2]. - Benzinga Edge's Stock Rankings indicate that all four companies exhibit strong positive momentum, particularly over the last six months [3]. - The six-month returns for the stocks are as follows: TLRY at 156.82%, CRON at 20.39%, OGI at 26.23%, and SNDL at 32.81% [4]. Group 2: Individual Stock Analysis - TLRY shows a weaker price trend in the short term but strong trends in medium and long terms, with a pre-market decline of 1.77% [6]. - CRON maintains a weaker short-term price trend but strong medium and long-term trends, with a pre-market increase of 3.63% [6]. - OGI has a weaker price trend in the short and medium terms but a strong long-term trend, with a pre-market decline of 1.95% [6]. - SNDL has a moderate growth ranking despite weaker trends across all timeframes, with a pre-market increase of 2.35% [6]. Group 3: Regulatory Environment - A new legislative provision in the funding package re-criminalizes intoxicating hemp products, which could significantly impact the market [7]. - Senator Rand Paul criticized the provision, stating it could eliminate nearly 100% of legal hemp products overnight, adversely affecting farmers [7]. - The regulatory changes may benefit multi-state operators by reducing "gray-market" competition but are expected to negatively impact Canadian companies like Tilray, which viewed the hemp-derived product segment as a key entry point into the U.S. market [8].

Core Viewpoint - Four cannabis stocks are showing significant technical momentum despite new regulatory challenges from Washington, particularly a provision in a government funding bill that could re-criminalize many hemp-derived THC products [1][2]. Group 1: Stock Performance - The stocks demonstrating gains include Tilray Brands Inc. (NASDAQ:TLRY), Cronos Group Inc. (NASDAQ:CRON), Organigram Global Inc. (NASDAQ:OGI), and SNDL Inc. (NASDAQ:SNDL) [2]. - Benzinga Edge's Stock Rankings indicate that all four companies exhibit strong positive momentum, particularly over the last six months [3]. - The six-month returns for the stocks are as follows: TLRY at 156.82%, CRON at 20.39%, OGI at 26.23%, and SNDL at 32.81% [4]. Group 2: Individual Stock Analysis - TLRY shows a weaker price trend in the short term but strong trends in medium and long terms, with a pre-market decline of 1.77% [6]. - CRON maintains a weaker short-term price trend but strong medium and long-term trends, with a pre-market increase of 3.63% [6]. - OGI has a weaker price trend in the short and medium terms but a strong long-term trend, with a pre-market decline of 1.95% [6]. - SNDL has a weaker price trend across all timeframes but a moderate growth ranking, with a pre-market increase of 2.35% [6]. Group 3: Regulatory Environment - A new legislative provision in the funding package re-criminalizes intoxicating hemp products, which could significantly impact the market [7]. - Senator Rand Paul criticized the provision, stating it could eliminate nearly 100% of legal hemp products overnight, adversely affecting farmers [7]. - The regulatory changes may benefit multi-state operators by reducing "gray-market" competition but are expected to negatively impact Canadian companies like Tilray, which had aimed to enter the U.S. market through hemp-derived products [8].

Core Insights - The Canadian cannabis market is crucial for the global marijuana industry, with U.S. legalization efforts expected to drive growth and cross-border opportunities [1][15] - Leading Canadian cannabis stocks are gaining investor attention due to improving financials and international expansion, particularly Cronos Group, Aurora Cannabis, and OrganiGram [2][15] Industry Overview - The U.S. cannabis industry is projected to exceed $56 billion by 2030, driven by expanding state programs and rising consumer acceptance [1] - Discussions around federal reclassification and potential legalization are creating optimism in both Canadian and American markets [1] Company Summaries Cronos Group - Cronos Group operates several global brands and has an indirect presence in the U.S. through a partnership with PharmaCann, which operates over twenty dispensaries [3][6] - The company exited the U.S. CBD market in 2023 to focus on higher-margin international products, improving operational efficiency and long-term growth potential [3][6] - Financially, Cronos reported steady revenue growth in 2024, reduced operating losses, and a strong balance sheet supported by Altria Group [6][8] Aurora Cannabis - Aurora Cannabis is a leader in the global cannabis sector with large-scale cultivation facilities and a focus on medical and recreational products [8][10] - The company has positioned itself for U.S. market entry upon federal legalization and has a strong international presence in Europe, Australia, and South America [8][10] - Aurora achieved revenue growth in 2025, positive gross margins, and a small net income after years of losses, reflecting a notable financial recovery [10] OrganiGram Holdings - OrganiGram is recognized for its agility and rapid growth, enhancing its international presence through partnerships and the recent acquisition of Motif Labs [11][13] - The company achieved record quarterly revenues and positive adjusted EBITDA in 2025, driven by strong sales of premium products and improved production efficiency [13] - OrganiGram's focus on higher-margin segments and global export potential continues to attract investor interest, with positive trends in its financial performance [13][14]

Core Insights - Organigram Global Inc. has launched a new brand called happly, targeting consumers interested in 'mindful recreation' with THC products [1] - This launch marks the company's third U.S. hemp-derived delta-9 brand, expanding its presence in the U.S. hemp-derived THC market [1] Company Developments - Organigram is recognized as Canada's leading cannabis company by market share [1] - The introduction of happly follows the company's previous entry into the U.S. market with its Collective Project sparkling juices [1]

Core Insights - The article provides a market analysis of several cannabis companies, including Canopy Growth Corp, OrganiGram Holdings Inc, Aurora Cannabis Inc, and cbdMD Inc, highlighting their performance and market trends [1] Company Summaries - **Canopy Growth Corp**: The company has shown significant fluctuations in its stock price, reflecting broader market trends in the cannabis industry [1] - **OrganiGram Holdings Inc**: This company has been focusing on expanding its product offerings and improving operational efficiencies to enhance profitability [1] - **Aurora Cannabis Inc**: Aurora has been navigating challenges related to regulatory changes and market competition, impacting its growth strategy [1] - **cbdMD Inc**: cbdMD is positioning itself in the CBD market, emphasizing brand recognition and product quality to capture consumer interest [1] Industry Trends - The cannabis industry is experiencing increased competition, with companies striving to differentiate themselves through product innovation and branding [1] - Regulatory changes continue to shape the market landscape, influencing operational strategies and investment opportunities within the sector [1] - Consumer preferences are shifting towards high-quality and diverse product offerings, prompting companies to adapt their strategies accordingly [1]

Core Viewpoint - Organigram Global Inc (NASDAQ: OGI) shares are experiencing a significant increase due to renewed optimism in the cannabis sector following a social media post from former President Donald Trump promoting the health benefits of cannabis and hinting at potential changes in federal drug policy [1][2]. Company Overview - Organigram is a major Canadian cannabis producer with a diverse portfolio of recreational cannabis brands, including SHRED, Edison Cannabis Co., and Trailblazer [2]. - The company has expanded its e-commerce platform for hemp-derived THC beverages into 25 U.S. states, enhancing its market access and potential for growth [2]. Market Performance - As of the publication time, Organigram shares were up 15.09%, trading at $1.94 [3].

Group 1 - The U.S. industrial hemp sector showed strong performance on Monday, with notable gains in several companies [1] - Tilray (TLRY.US) increased by over 8.9%, OrganiGram Holdings (OGI.US) rose by more than 6%, and Sundial Growers (SNDL.US) climbed nearly 4% [1] - Aurora Cannabis (ACB.US) saw an increase of over 2.6%, while Canopy Growth (CGC.US) surged by more than 6.5% [1]

Group 1 - The cannabis sector is experiencing renewed interest due to President Trump's confirmation of an impending decision on marijuana rescheduling [1] - The decision is expected to be made within the coming weeks, which could significantly impact the industry [1] Group 2 - The article emphasizes the potential investment opportunities in undervalued companies within the cannabis sector [1] - The author's background in financial markets and institutions supports a thorough analysis of financial statements and market trends [1]

Company Performance - OrganiGram reported a quarterly loss of $0.03 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.01, marking an earnings surprise of -200.00% [1] - The company posted revenues of $51.16 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.86%, and showing a significant increase from $30.01 million in the same quarter last year [2] - Over the last four quarters, OrganiGram has not surpassed consensus EPS estimates, but it has topped consensus revenue estimates three times [2] Stock Performance - OrganiGram shares have declined approximately 1.2% since the beginning of the year, contrasting with the S&P 500's gain of 9.6% [3] - The current Zacks Rank for OrganiGram is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $49.86 million, and for the current fiscal year, it is $0.07 on revenues of $170.56 million [7] - The trend of estimate revisions for OrganiGram was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Medical - Products industry, to which OrganiGram belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, which may impact the stock's performance [8] - The top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8]