Cannabis Flash, September 2018

Below is a video about CannTrust Holdings Inc., a portfolio investment at Davis Rea which we have written about previously. It's the only real business-oriented, non-promotional cannabis company listed in Canada and is rumoured to list on the Nasdaq soon. We have owned it for quite some time and they continue to under promise and … Continue reading Cannabis Flash, September 2018

Amazon Flash, March 2018

It’s about time. From Friday's Wall Street Journal: “Walmart is in preliminary discussions to buy Humana…While Walmart has long been a dominant pharmacy player, a deal would push it into new business lines. Humana manages private Medicare insurance plans and owns its own pharmacy benefit management business. One obvious rationale lies beneath these talks: Retailers … Continue reading Amazon Flash, March 2018