$CGC I think as the year goes on that you will see intra-sector arbitrage positioning. What I mean by that is going long one company ($CGC) and short another ($ACB) in the same sector. This trade is akin to similar trades done years ago with Home Depot and Lowes. There were a lot of long HD/short LOW paired trades put on as a relative performance trade. A clear proxy for this type of trade would be long $CGC/short $ACB. As a matter of fact, I think that it’s already in play. Look at their relative performances and prospects for the future.
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