CONSUMABLES CHALK TALK (2/12/23): CLICK HERE

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - Consumabesl

POSITION MONITOR CHANGES:

  • Restaurants:
    • HelloFresh (HLFFF) Is Added As A Short Bias.
  • Consumer Staples:
    • PepsiCo (PEP) Moves Up As The #1 Top Long Idea. 
  • Cannabis:
    • 4Front (FFNTF) Moves Up As The #3 Top Long Idea.
    • Trulieve (TCNNF) Moves Down As The #5 Top Long Idea.
    • Verano (VRNOF) Moves Down As The #6 Top Long Idea.

POSITION MONITORS:

RESTAURANTS:

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - PM1.1

CONSUMER STAPLES:

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - PM2.2

CANNABIS:

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - PM3.3