Bill Cara

Help You Invest

Comparing the ‘Cannabis 50’ to the S&P 50

This week we compare many corporate fundamentals of the ‘Cannabis 50’ companies to the largest 50 of the S&P 500 companies. If we are going to buy, sell or hold the stocks, then we ought to understand how they stack up to the world’s best-known companies. In fact, for both

Read More »

THE ‘BILL CARA CANNABIS 50’ COMPANIES

This week we focus on 50 cannabis companies for which we, as portfolio managers, capture comprehensive investor-related data. We show how we capture the data and apply it to a proprietary algorithm to generate decision-support information. We will let the data speak for itself. But new readers will first need

Read More »

A Study in Detail of 21 Cannabis Companies

With apologies to many other cannabis companies, this article focuses on the 21 of them for which we have been able to capture comprehensive investor-related data. In this article, we show how we capture the data and apply it to a proprietary algorithm to generate portfolio management decision-support information. Let

Read More »

Is cannabis moving from brown to green?

The cannabis industry would have us all believe that the only color is green, and most of the early investors saw it that way too. But today, the picture has changed. Too much brown bud that can’t be sold and not enough green in their financial summaries or ours either.

Read More »

Cannabis Stocks: The Massive Gap between Fact and Fantasy

Our Two Cents on Cannabis Stocks Perhaps the single biggest driver of the global cannabis industry has been the vast amount of risk capital raised by investors of Canadian-based companies, which in turn has been due to political leadership in Canada, and specifically by its Prime Minister Justin Trudeau. A

Read More »

Fed-Induced Equity Volatility

With little economic or political news this week, markets kept doing what they’ve done since late December. The Nasdaq-100 is essentially at record highs. In a day or two the S&P 500 will cover the 20 more points to the upside to get to its record highs. Meanwhile the VIX

Read More »

Equity Universe Update

Markets continued to rally this past week in a “buy the rumour” anticipation of an announcement of a U.S.-China trade deal. The White House said on Friday after three days of trade talks with Chinese officials in Washington that the negotiations made progress on numerous key issues but significant work

Read More »

Bulls Step Up Joust With Bears

We had a rather slow news week giving way to a tight trading range on equity indexes. Chinese and U.S. negotiators have been working line-by-line through the text of an agreement that can be put before President Trump and counterpart Xi Jinping to defuse a nearly year-long trade war. As

Read More »

Volatility Picking Up, Yields Inverting As Equities Near Highs

As the world crumbles around the U.S., within the New York stock market, prices have seemed immune to events outside America. The U.K. Parliament is pushing Brexit towards a crisis by failing to agree on an exit deal. European leaders just accorded the U.K. three more months (pushing back the

Read More »

Mining A Few Stocks At The PDAC

  PDAC Take-Aways From Bill Cara A favorite time of the year for almost 30,000 people from more than 130 countries is their visit to Toronto for four days in early March to attend the world’s greatest mining convention. The 2019 Prospectors & Developers Association of Canada (PDAC) welcomed Prime

Read More »