Valuations caught up to cannabis stocks, sending Tilray, Cronos, Canopy Growth, and Aurora down on Friday. Only $TLRY is in real trouble. $CGC has leadership issues now and Aurora has the best value. Neutral on $CRON. $CGC, Canopy Growth Corporation / H1 $BUD failed on the IPO in Hong Kong in a BIG way. So badly that $ABEV and $BUD fell. AND Bud yanked its IPO. Ouch. $NIO pulled back from the $4.00 level. Unit sales improved but speculators locked in gains and sent the stock back to the $3.50 level. The $2.50 - $3.00 is history and won’t fall. Trade Nio stock. $NOK Nokia is range-bound even though 5G building in the back-end is picking up in steam. $VZ, $T, and Chinese telecoms are updating the network. Accumulate. Tobacco stocks are in trouble because society is demonizing smoking and shows that put smoking on the screen. Watch $NFLX ‘s Stranger Things. Accumulate $MO, $PM. Next: check out novoadvisor (top right) to see which holdings have the stocks discussed here.