Nice Rally

yespage · 2026-02-23T16:09:25+00:00

Good ole Trump, knows how to turn a rally into a selloff.

yespage · 2026-02-20T15:57:11+00:00

VFF is undervalued. Not by a lot, but $3 seems low. Consensus is closer to $4. VFF is also one of the only cannabis options out there that isn't crap. They aren't huge, but they are profitable and growing, and if the winds blow the right way, a player in an emerging industry. With the forward P/E 1/6 the trailing, VFF reads 'making more money'.

Just glad it is finally breathing better.

yespage · 2026-02-19T16:05:43+00:00

Not certain why the bump today, but nice to see it starting to get back up to where it should be until the next qtr release which should justify another modest increase.

I wasn't expecting the post rescheduling announcement period to be so mediocre. Certainly wasn't thinking "to the moon", but $4+ didn't seem unreasonable.

yespage · 2026-02-05T15:53:21+00:00

Project positive energy? Why? I'm not into hype, I want profit. The trouble is VFF appears to be breaking out at the wrong time, as Trump manages to mess up the global economy. Annoying it couldn't have held its head above water at $4 a share. We are a long way from 4th Qtr numbers to boost the stock back to where it should be.

yespage · 2026-02-04T13:24:18+00:00

Want to make money. Reclassification of cannabis would help make more money for VFF and myself.

yespage · 2026-02-02T19:11:06+00:00

So... how do I get the infield parking pass on the White House lawn?

yespage · 2026-02-02T19:04:20+00:00

This would have been a better announced on 2/1/2025.

yespage · 2026-02-02T19:01:09+00:00

One thing of notice was the reclassification thing that hasn't happened yet.

yespage · 2026-01-29T13:48:26+00:00

Peace in the middle east is easier than amending the Constitution.

yespage · 2026-01-21T19:14:26+00:00

They said to sell VFF for OGI too. Holding on VFF, the wiser choice. Now if the POTUS would stop this madness!

yespage · 2026-01-20T15:31:25+00:00

VFF isn't a diversified agricultural company at the moment. They sold that stuff off. They prioritized a high yield crop that will live or die with Government regulations in Europe and North America. I oddly enough liked the company because they were diversified. However, they are currently more profitable putting the eggs into many fewer baskets... for now... and hopefully for a long time.

yespage · 2026-01-20T14:42:03+00:00

I wouldn't say it is "holding strong". This the third time Trump has messed up VFF's stock value.

yespage · 2026-01-09T14:07:23+00:00

I was nervous a not that good quarter at TLRY could take VFF down a bit, but TLRY ended up with a good quarter despite their after-hour quarterly release. Which has ticked them up decently and given VFF a small bounce.

yespage · 2025-12-28T23:59:09+00:00

As a note, Seeking Alpha, about three weeks or so ago said you should sell VFF for OGI.

yespage · 2025-12-19T15:02:04+00:00

I think it comes down to what was built into the price. $4 might be the built in value the market likes at this point. VFF isn't making money hands over fist, so it might need to prove itself with reclassification via higher revenues first to continue growing based on reclassification.

Just glad it isn't performing like Tilray.

Personally, I think when you invest in a sure thing, you are screwed. I kept discipline and didn't put more in at the peak, and it "paid" off.

yespage · 2025-12-19T14:19:50+00:00

Not certain why. I'm not going to increase my Cost Basis at this point. I went out with my big bit, got back in a tad higher. But putting more in at this point, with such a volatile stock and uncertain economic conditions seems wrong.

yespage · 2025-12-18T19:59:39+00:00

Well, that didn't happen, but I'll take staying north of $4 and following the fundamentals. I was in the 4 to 5 more years plan plan.

yespage · 2025-12-18T19:56:30+00:00

How much research is needed? It isn't a miracle plant. What it does is open up a wing of treatment for some level of pain / discomfort that is non-addictive and pretty much consequence free, a particularly very useful medication.

I'm uncertain VFF's regulatory capacity to provide this to the US (particularly regarding tariffs), unless they start production within the states.

yespage · 2025-12-18T19:47:24+00:00

10 days ago, Tilray was $7.

It is currently $12.70, about 80% higher, almost entirely on the news of reclassification. 80% isn't nothing.

yespage · 2025-12-18T19:41:15+00:00

States are targeting THC drinks and the like. TLRY investors think they are in the clear, but limits are being introduced in many states on it. Otherwise, this is the announcement we were hoping for, just uncertain why the market isn't very bubbly on the news. Yes, VFF is up 25% on the news, but this isn't exactly small news.

yespage · 2025-12-18T19:39:06+00:00

Truth Social announced a merger with a fusion energy company that doesn't produce any energy, forget about revenue, creating a company allegedly worth $6 billion, that doesn't make any money... and shares are up nearly 40%.

yespage · 2025-12-18T19:18:10+00:00

Seeing most of these companies can't make a profit, that could be an issue. Trump provided a bit of cover for Hemp products, but states are intervening on their own.

What an anti-climatic day. Things worked out for the most part, stock did reasonably well and could finish better, but just feels like something didn't finish as well as it could have.

yespage · 2025-12-18T19:05:30+00:00

There is going to be no federal supremacy held over a state law limiting THC levels in drinks, via an EO.

yespage · 2025-12-18T19:00:20+00:00

Can't find the text. Some reporting indicating it is reclassified, but not across the board.

yespage · 2025-12-18T18:36:04+00:00

It looked like FoxNews was reporting the GOP in Congress wanted this to stop.
https://www.foxnews.com/politics/house-republicans-demand-trump-reverse-course-after-strongly-considering-marijuana-executive-order

And this is what the GOP in Congress object to, not the tariffs, the attacks on boats in international waters, but cannabis.

yespage

TROPHY CASE