Dr. James V. Baker

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Dr. James V. Baker

Dr. James V. Baker

@caster561

Doctorate in Finance. Known as Father of Asset/Liability Management. Bio available at: https://t.co/6XmdaQiN3U

Jupiter, Florida Katılım Ağustos 2013
97 Takip Edilen2.4K Takipçiler
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Dr. James V. Baker
Dr. James V. Baker@caster561·
Cannabis companies being allowed to deduct all expenses in calculating taxes makes reading The Investors Guide To Cannabis Stocks even more important. Reviewers say this book equips you to make money and avoid disasters. $MSOS #Marijuana $TCNNF $CURLF amazon.com/INVESTORS-GUID…
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Dr. James V. Baker
Dr. James V. Baker@caster561·
Reverse stock splits have tended to be viewed negatively by cannabis investors. Uplisting to major US Exchanges, however, will require many MSOs to raise share prices via reverse split just like $CURLF. $MSOS
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Dr. James V. Baker
Dr. James V. Baker@caster561·
Trulieve's proposed domestication from British Columbia to Delaware is a step on the pathway to uplisting $TCNNF. Shareholders need to strongly support this proposal. $MSOS
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Dr. James V. Baker
Dr. James V. Baker@caster561·
I am disappointed by Trulieve's recent performance, but comforted by the fact that last saturday I won the USTA National 85 Singles Hardcourt Tennis Championship in Laguna Beach, CA. solidifying my #1 ranking in the US and elevating me to #3 in the ITF World ranking. $TCNNF $MSOS
Dr. James V. Baker tweet media
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Dr. James V. Baker
Dr. James V. Baker@caster561·
Before markets open on Thursday, May7, Trulieve is scheduled to release its Q1 financials and host a conference call. $TCNNF investors need to focus on forward guidance for EARNINGS and CASH FLOW. $MSOS
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Munkers
Munkers@FI_JDH·
@caster561 You sure are pumping hard these days! $msos
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Dr. James V. Baker
Dr. James V. Baker@caster561·
The book value of $TCNNF will increase from $5.94/sh to ~$9.42 if 280E taxes are removed retroactively, because ~$668.4 million in uncertain tax liabilities will be converted to equity. Today's close of $10.08 is, therefore, about equal to Trulieve's possible BOOK VALUE! $MSOS
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Dr. James V. Baker
Dr. James V. Baker@caster561·
Rescheduling cannabis raises the likelihood of banking & uplisting. Both would propel MSO prices higher. Allowing credit card purchases would probably provide the greatest boost for sales. $MSOS $CNBS $AYRF $CRLBF $CURLF $TCNNF $VRNO
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Dr. James V. Baker
Dr. James V. Baker@caster561·
According to GROK AI, analysts' price targets for $TCNNF range between $12 & $16, with some forecasting a high of $21. This suggests significant upside from today's Trulieve close of $9.42. GROK says analysts rate TCNNF either a BUY or STRONG BUY. $MSOS
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Dr. James V. Baker
Dr. James V. Baker@caster561·
@sammyj_19 I believe the $6.86 market cap valuation reached on 3/18/21 was an extreme valuation for Trulieve. I believe a price of $35.84 today and its accompanying $6.86 market cap would be equally extreme. Therefore, investors should not expect TCNNF to return to $53.73.
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Sammy J
Sammy J@sammyj_19·
@caster561 What's the logic of pointing this out without including that the dilution was tied to the Harvest deal yrs ago? Consensus (w hindsight) is that wasn't an accretive deal but $TCNNF hasn't diluted beyond that in any material way & has the lowest shares out of any with $250M+ sales.
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Dr. James V. Baker
Dr. James V. Baker@caster561·
The all-time high for $TCNNF was $53.73 on 3/18/21 when it had ~127.6 million fully diluted shares outstanding. It now has ~191.3 shares outstanding, ~50% more than 5 years ago. FWIW: At ~$35.84 TCNNF would have the same market cap as at its all-time high. $MSOS
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JA
JA@jarruda35·
@caster561 Kim has been playing the long game, my cost base very high is high. Your articles on Liberty Health Sciences convinced me to buy them, Ayr Wellness eventually bought Ayr and now they are t1ts up. What are your thoughts on $CNTMF ?
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Dr. James V. Baker
Dr. James V. Baker@caster561·
I have written at least 10 in-depth SeekingAlpha articles about Trulieve, some praising and some critical. I now believe it is time to “back-up-the-truck” and buy $TCNNF because of rescheduling & its high percentage of sales to medical marijuana patients. $MSOS
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Dr. James V. Baker
Dr. James V. Baker@caster561·
@sam247 It is believed to have a higher concentration of medical cannabis sales tham Green Thumb and Curaleaf.
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ksuavve Inc.
ksuavve Inc.@sam247·
@caster561 There’s prob a reason why TCNNF chart is outperforming industry peers
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Dr. James V. Baker
Dr. James V. Baker@caster561·
If rescheduling of cannabis is implemented as indicated, $TCNNF will reap more benefits than $GTBIF and $CURLF. Claude AI said buy Trulieve. Its target is $15. $MSOS
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Alex
Alex@Alexny212·
@caster561 Do you still own Truelieve? I remember you saying on a podcast your two top picks at the time were Trulieve and liberty health sciences
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Dr. James V. Baker
Dr. James V. Baker@caster561·
On 4/15/26 Thad Beshears gave notice that he will not stand for reelection to the board of directors of Trulieve. He has been a director of the Company since 2015 & has an ownership interest in ~4 million shares. $MSOS $TCNNF
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Dr. James V. Baker
Dr. James V. Baker@caster561·
I asked Gemini, which is Google's AI engine, to examine the most recent SEC 10-K of Trulieve and make a buy or sell stock recommendation. In minutes it produced the following recommendation. $TCNNF $MSOS $CURLF $GTBIF gemini.google.com/share/49703378…
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Dr. James V. Baker
Dr. James V. Baker@caster561·
The Florida Department of Health is in the process of limiting medical marijuana company marketing efforts. Once again Trulieve is suing and likely will have to pickup legal tab. Clearly, the DeSantis administration is anti-marijuana. $MSOS $CNBS $TCNNF themarijuanaherald.com/2026/03/trulie…
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