Dec. 17 at 6:23 PM
$TLRY The executive order appears imminent and could be the strongest catalyst for the cannabis sector since state-level legalizations.
Over the medium term, companies with revenue above
$100 M and lean cost structures (e.g.,
$TLRY Tilray, Green Thumb, Curaleaf) should capture the biggest jump in net profit once 280E disappears.
Likely top beneficiaries
✳️U.S. multi-state operators (
$MSOS ) – tracked by the ETF MSOS, already rallying sharply.
✳️Canadian/global leaders – Tilray (
$TLRY ) and
$SNDL , both well positioned for the U.S. market.
✳️Pharma players – Teva (
$TEVA) for its cannabis-based drug partnerships.
✳️Suppliers of inputs/equipment – Scotts Miracle-Gro (
$SMG ) via its Hawthorne unit.