|Day Low/High||2.81 / 3.03|
|52 Wk Low/High||2.80 / 7.20|
The portfolio had several big winners last week as shares of Habit Restaurants and Energy Recovery soared.
We trimmed one position and added to another last week as smaller-cap stocks took a hit.
During a week that showed little change for the major stock market indices, the portfolio had a number of outperformers.
Similar to the Russell 2000 trading off last week so too did a number of our holdings, although there were bright spots as well.
As the market shrugged off Friday’s tariff news to finish the week higher, a number of our portfolio holdings acted in similar fashion.
It was a challenging week for the portfolio amid continued trade and tariff concerns.
We will initiate a small spec position in Aurora Cannabis.
It was a good week for the portfolio, as a large majority of positions outperformed the market.
Last week, we initiated a position in Farmland Partners and trimmed our holdings in AcelRx Pharmaceuticals.
We still like all of these names after developments this week.
During the week we scaled into two existing positions and added back shares of a former holding.
We will buy more shares of cannabis play Kush Bottles following news of a direct offering.
During the week we added to our cannabis play Kush Bottles and took a nice win on J.Jill.
Last week we trimmed USA Technologies and added LendingClub to the Bullpen.
We trimmed one position for a hefty gain last week, as the portfolio delivered very favorable performance on both an absolute and relative basis.
We added 2 new positions during a week of solid performance for the portfolio.
During a down week for the market, we exited one name and added to another.
'This is a capital starved industry,' says one CEO. Here's how private equity is answering the call.
No federal legality, no problem. These cannabis firms are using the complicated regulatory landscape to win business and churn profits.
We added to two positions during a week when nearly all of our holdings moved higher.
We exited one name and added to another during a wild week for stocks.
Monday could be exciting for the portfolio as Marrone Bio Innovations is set for a presentation and Q&A.
The portfolio had several market outperformers last week and we took some profits in one high-flying position.
Sign up to get started or log in to see your watchlist.
Enter a symbol above to add it to your watchlist.
A confirmation email has been sent to the address provided during registration. Please click on the appropriate link to confirm your email address.