American MSOs > Canadian Competitors

American MSOs are outpacing their Canadian competitors this year with fantastic growth at value prices. [Profit Trends]( SPONSORED [Elon Musk Discusses BOMBSHELL New Tech]( [Elon Musk]( Musk dropped a BOMBSHELL that could send shockwaves through the tech industry… He discussed this tech behind closed doors… At a private event attended by a small number of tech insiders. Luckily, we had a man on the inside… And in [his MUST-SEE presentation]( he reveals what Elon Musk talked about and why it inspired his new prediction… [Click here now]( to learn what was discussed - and why my "inside man" thinks it could present a MAJOR profit opportunity as soon as October 21. [CANNABIS INVESTING]( The Cannabis MSOs Offering Growth at Value Prices Matthew Carr | Chief Trends Strategist | The Oxford Club [Matthew Carr] We've been dealing with a bifurcated market for most of 2020. [Value stocks]( have been the babies tossed out with the bathwater. Meanwhile, [growth stocks]( have flourished. The Vanguard Growth ETF (NYSE: VUG) has left the Vanguard Value ETF (NYSE: VTV) by the side of the road. [Value vs Growth Stocks] We are seeing bifurcation not only at the broadest level but also at the sector-specific level. And the divergence for one industry is about to get a lot wider. The great thing about this is that it offers both value and growth. Back in the Black... Market Last week, the Canadian cannabis sector was pushed lower. It's already been a difficult year for the group. In fact, the Horizons Marijuana Life Sciences Index ETF (OTC: HMLSF) has slid more than 34.5% in 2020. But the most recent catalyst is also a familiar villain: abysmal earnings by Aurora Cannabis (NYSE: ACB). This added more downward force to a group of companies already under pressure for months. [anadian Cannabis Perform] Aurora reported a 4.5% sequential decline in sales to CA$72.11 million. That was better than expected. But it forecast next quarter's sales to be between CA$60 million and CA$64 million. At the midpoint, that's not only a 14% sequential decline but also well below the CA$79.6 million analysts had forecast. Shares of Aurora tumbled 29.4% on the report and have since set new 52-week lows. Even worse, the undertow pulled down Aphria (Nasdaq: APHA), Canopy Growth (NYSE: CGC), Cronos Group (Nasdaq: CRON), Tilray (Nasdaq: TLRY) and the rest of the major Canadian licensed producers too. And now the only Canadian major posting a positive return since the end of June is Aphria. Aurora warned that the illicit market was back in force, eating away at its market position. As we've heard from [industry insiders here previously]( the pandemic not only disrupted brick-and-mortar and traditional businesses, but apparently also derailed the illegal market, both in Canada and in the U.S. But just as we've seen across a number of industries, the black market has recovered. I've long considered Canadian cannabis companies the blue chips of the industry. They have the largest global footprints, but the glory days of explosive growth are waning. And most of them don't offer attractive valuations at the moment. But for cannabis investors, it isn't all lemons. There's still a market booming... poised to get even bigger and alight with growth. SPONSORED [Perfect Stock Caught Trading Under Secret Name...]( - $164 billion in expected sales - Earnings per share up 106% - More than 29,000 U.S. patents - Billions in sales contracts with top tech giants... And somehow it trades for only $3 per share, as well as Canadian licensed producers. But the fortunes have flipped - Canadian cannabis companies are overvalued compared with their total market size. Yet their U.S. counterparts are still considerably cheaper than the [$80 billion opportunity](. And while Canadian cannabis has struggled, several American MSOs have just come off new 52-week highs. [American MSO Performance] We've also seen Curaleaf Holdings (OTC: CURLF), Green Thumb Industries (OTC: GTBIF) and Trulieve Cannabis (OTC: TCNNF) become the [first cannabis companies]( to report $100 million in quarterly revenue. Next quarter, Curaleaf is projected to report more than $200 million in quarterly sales! A record for the industry by far. And with Arizona, Mississippi, Montana, New Jersey and South Dakota having legalization ballot measures voted on in November, the U.S. market is poised to get even larger. In fact, projections are for $9 billion in new revenue between 2022 and 2025 if all five states greenlight their new or expanded legalization measures. Plus, if Democrats take the Senate, U.S. federal legalization is almost assured - regardless of who wins the White House. The Democrat-controlled U.S. House of Representatives has already passed historic cannabis legislation, like the Secure and Fair Enforcement (SAFE) Banking Act. But those efforts have been cast into procedural purgatory in the Republican-controlled Senate. At the moment, Canadian cannabis looks sickly as losses are racking up and revenue growth is stalling, or falling, at major names. But in the U.S., the industry has been far more resilient, and the outlook is exceedingly bright. Not to mention, there is potential for a major updraft on election night. American MSOs are outpacing their Canadian competitors in 2020. And I expect that to continue well into 2021 and beyond. They're offering fantastic growth at value prices. That's a combination that's difficult to beat. Here's to high returns, Matthew [Leave a Comment]( MORE FROM PROFIT TRENDS [Fitness Stocks Are the New Trend]( [The Best REITs to Invest In]( [COVID-19 Has Brought Peak Oil Demand Forward]( [Facebook]( [Facebook]( [Twitter]( [Twitter]( [Email Share](mailto:?subject=A%20great%20piece%20from%20Profit%20Trends...&body=From%20Profit%20Trends:%0D%0A%0D%0AAmerican%20MSOs%20are%20outpacing%20their%20Canadian%20competitors%20this%20year%20with%20fantastic%20growth%20at%20value%20prices.%0D%0A%0D [Email Share](mailto:?subject=A%20great%20piece%20from%20Profit%20Trends...&body=From%20Profit%20Trends:%0D%0A%0D%0AAmerican%20MSOs%20are%20outpacing%20their%20Canadian%20competitors%20this%20year%20with%20fantastic%20growth%20at%20value%20prices.%0D%0A%0D SPONSORED [Will This Ceramic Tile Transform Global Energy?]( [Ceramic Tile]( The lead investor behind Google and Amazon is pouring millions into this technology. 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