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Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?

To: Goose94 who wrote (50542)	10/17/2018 8:28:36 PM
From: Goose94	Read Replies (1) \| Respond to of 204453

Marijuana: The 10-year equity bull market has been extended by U.S. tax cuts and protectionist trade policies, which in the short term is going to keep the U.S. dollar strong, while U.S. employment will remain stable and consumption continues to improve. Down the road, however, that combination turns into inflationary pressure along with global economic dislocation and a slowdown caused by inflation and protectionism. Still, for the near term, we see continued U.S. strength. Canada’s economy is not as clear. GDP growth has been the strongest of the G7 largely because of a previous weakened economic situation. National economic policy isn’t as focused on growth as south of the border. That combined with the challenges ahead with changes to NAFTA and the new USMCA could increase uncertainty and weakness related to trade. The situation in the west is challenging, as the country has trapped oil supply that combined with high personal marginal tax rates causes a potential slowdown in consumption throughout the country. Our concern is our competitiveness, so overall we are more weighted to American versus Canadian equities. In terms of alternative health, which is the underlying theme for our fund, we see continued strength as an aging population and growing interest in health and wellness products drives the sector further into the mainstream. In our view, this theme encompasses everything from organics, nutaceuticals, natural health products, pharma, healthier choice food solutions, services for an aging population and alternative medicines like cannabis. With respect to the cannabis sector, we see continued improvement in financial strength of the leading cannabis producers in Canada. As the recreational market begins and as global markets continue to grow for medical products, we will see improved earnings from the major players. With the regulatory market changing around the world, we see more countries enacting some form of legalization which allows for increased export of medical cannabis dosage formats. The global medical market for cannabis will continue to grow; that’s in our opinion what’s really driving the valuations in this sector. As people continue to look for alternative health and wellness solutions, which includes new cannabis medication, the drive towards being proactive with one’s health will continue to spark innovation and new product delivery solutions. We see that playing out in the cannabis sector both in the medical side as well as the health and wellness sides. We see cannabis being a disruptive ingredient in the beverage industry, both the alcohol replacement industry and the nutritional drink industry. In addition, there will be disruption to cosmetics, health and beauty aids, edibles and medicines. Currently, the addressable market is 1.2 billion people in approximately 40 countries and that number will continue to grow as countries continue to de-schedule, de-criminalize and legalize for medical purposes. Charles Taerk on BNN.ca Market Call Wednesday Oct 17th @ 1200ET