Sell Village Farms And Buy Organigram

2025-11-23 20:25:53 ET

I have been following Canadian LPs since they emerged in 2013, and I include five on my Focus List at 420 Investor. I am currently underweight the sub-sector in my model portfolio, with an exposure of 19.4% in two names, the largest of which is Organigram ( OGI ) (OGI:CA). The index that I aim to beat with this model portfolio is the New Cannabis Ventures Global Cannabis Stock Index, which currently has exposure to the Canadian LPs at 24.8% across seven names, including Village Farms ( VFF ), which is currently 5.3% of the index, the second-largest position in the index due to its big rally since the index was rebalanced on 9/30....

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