Dr. James V. Baker

Removal of the 280E yoke makes it more important than ever for investors to identify the likely winning stocks by reading The Investors Guide To Cannabis Stocks. Reviewers say this book will equip you to make money and avoid disasters. $MSOS #Marijuana amazon.com/INVESTORS-GUID…

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…

A current SEC Form 4 filing shows that Kim Rivers, Trulieve's CEO, controls 16,153,400 shares of $TCNNF. Research indicates her average cost is about $0.25/share. $MSOS $CNBS app.quotemedia.com/data/downloadF…

The announced possible sale of as much as 2.5 million $TCNNF shares by Trulieve's CEO under an Automatic Securities Disposition Plan (ADSP) beginning 6/17/2026 will weigh on the stock's price until the shares are liquidated. CEO owns ~16.15M shares. $MSOS investors.trulieve.com/2026-03-17-Tru…

Investors have very little interest in sectors that have little or no growth in revenue per share and pay no dividends. Unfortunately, this describes the cannabis sector. $MSOS $CNBS $AYRF $CRLBF $CURLF $TCNNF $VRNO

@My1PriorityIsC1 GROK states Trulieve contributed ~$144.6M to Smart & Safe for Florida Amendment 3 & nearly $52.7M spent thru 2025 on the mid-term ballot effort. That's about (~)$200M.

@caster561 They did not spend $200m on the 2026 ballot initiative.

Florida's Supreme Court delivered a knockout punch to Smart & Safe & Trulieve getting recreational marijuana on the mid-term ballot when it declined to review a petition over 71,000 invalidated signatures. $TCNNF spent ~$200M to no avail. $MSOS $CNBS $TCNNF

If #Anthropic is correct, AI will create structural unemployment in high income positions and the unemployment rate will rise dramatically in the next 24 months. The Federal Reserve's tools are not designed to target such sectoral unemployment. #FederalReserve

Discerning fact from fiction on social media has become increasingly difficult and troublesome since news is disseminated almost instantaneously and often actionable. AI & Mideast posts highlight the truthfulness/accuracy problem. #X #Twitter #Facebook #Truthsocial

Trulieve just announced that on February 27, 2026 it terminated Joy Malivuk its Chief Accounting Officer, without cause. The timing was interesting since it occurred a day after its annual financial report & conference call. $TCNNF $MSOS

$GTBIF has NO uncertain tax liabilities (UTL), but $CURLF has $531.5 million, which equal 523.3% of its cash & equivalents and $TCNNF has $668.375 million in UTL equaling 261.6% of its cash and equivalents. $MSOS $CNBS

Since going public, $GTBIF has earned $165.417 million, while $CURLF has lost $1.587 BILLION and $TCNNF has lost $912.1 million. $MSOS $CNBS

$GTBIF had positive growth in revenue per share of 5.48% in 2025 because its revenue rose and shares declined, while $CURLF & $TCNNF had respective revenue per share declines of 7.87% & 1.13% because their revenues declined & their shares increased. $MSOS

The mantra espoused by the PM of $MSOS that explosive growth in cannabis consumption would create a generational profit opportunity has vaporized for everyone other than AdvisorsShares. No growth/share and no dividends are an investor's nightmare.

My experience covering the MSO sector for the past decade suggests that investor interest in the sector is at an all-time low. Participation in conference calls is so low, I have the impression they could be held in a phone booth. $MSOS $CNBS #Cannabis #Marijuana

Gen Z life style, weight loss drugs, THC laden drinks, restaurant prices, and pressure on personal disposable income have created a perfect storm negatively impacting $BLMN, which now trades near a 12 year low.

If you want to focus on ONE (1) MSO metric in the upcoming Annual Reports, I suggest you calculate the growth rate in revenue per share. Sadly, it will likely show little or no sequential growth for most MSOs. $MSOS $CNBS $CURLF $GTBIF $TCNNF

MSO Q4 and 2025 Annual Report season kicks off with $GTBIF on Tuesday. $CURLF and $TCNNF follow on Wednesday. All 3 stocks are struggling evidencing low investor expectations for the sector. $MSOS $CNBS

Grok states that yesterday's notable move higher in MSO prices was not triggered by a specific cause; instead, it aligns with periodic speculative rallies in cannabis equities driven by hopes for regulatory tailwinds in 2026. $MSOS $CRLBF $CURLF $GTBIF $TCNNF $VRNO

Polymarket is giving cannabis rescheduling a 5% chance by 3/31/26; 25% by 6/30/2026; and 46% by 12/31/2026. $MSOS $CNBS polymarket.com/event/weed-res…

Grok was asked the probability of cannabis being rescheduled from Schedule 1 to Schedule 3 by June 30, 2026? It said around 15-25% and it would lean toward 20%. $MSOS $CNBS #Cannabis