Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Equity Bottom-Up

<ul><li>Seeing the medical benefits of cannabis inspired Ramalho to dedicate his career to helping others.</li><li>He shares how he started at CLS as budtender, advanced to management roles, and eventually became COO of the company.</li><li>We cover the CLS’ key assets including Oasis Cannabis Dispensary, a popular retail cannabis store for locals and visitors. </li></ul>

Seeing the medical benefits of cannabis inspired Ramalho to dedicate his career to helping others.He shares how he started at CLS as budtender, advanced to management roles, and eventually became COO of the company.We cover the CLS’ key assets including Oasis Cannabis Dispensary, a popular retail cannabis store for locals and visitors. 

CLS Holdings USA, Inc. - Water Tower Hour Recap

<ul><li>CLS Holdings is a vertically integrated cannabis company with core operations in Nevada.</li><li>The company owns and operates Oasis cannabis dispensary, one of the leading stores in Las Vegas.</li><li>CLS also has a state-of-the art extraction and manufacturing facility in Nevada and a suite of top-performing brands.</li></ul>

CLS Holdings is a vertically integrated cannabis company with core operations in Nevada.The company owns and operates Oasis cannabis dispensary, one of the leading stores in Las Vegas.CLS also has a state-of-the art extraction and manufacturing facility in Nevada and a suite of top-performing brands.

CLS Holdings USA, Inc. - Outperforming a Difficult Nevada Market

CLS Holdings USA, Inc. - City Trees Expands into New York

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The F100 and F250 December 2023 index changes are likely to be announced after the close on Wednesday 29th December 2023.</li>
<li>In this insight, we take a look at the potential index changes for F100 and F250 based on rankings as of 27th November 2023.</li>
<li>There could be one change for the F100 index and six separate changes for the F250 index. Some names lurking close to the border can still make it.</li>
</ul>


The F100 and F250 December 2023 index changes are likely to be announced after the close on Wednesday 29th December 2023.
In this insight, we take a look at the potential index changes for F100 and F250 based on rankings as of 27th November 2023.
There could be one change for the F100 index and six separate changes for the F250 index. Some names lurking close to the border can still make it.


Quiddity Leaderboard F100/​​​250 Dec 23: Final Expectations; Two Trading Days for Announcement

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2023 Rebalance.</li>
<li>There could be up to seven index  changes including a couple of potential intra-review index changes that could be triggered by M&amp;A events.</li>
<li>I expect the regular Inclusion/Exclusion events to take place at the market close on Friday 15th December 2023.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2023 Rebalance.
There could be up to seven index  changes including a couple of potential intra-review index changes that could be triggered by M&amp;A events.
I expect the regular Inclusion/Exclusion events to take place at the market close on Friday 15th December 2023.


Quiddity Leaderboard F100/​​​250 Dec 23: CAB Payments Could Be Deleted from F250

United Kingdom

CLS Holdings is a commercial property investment company with assets in the UK, Germany and France, which has been listed on the London Stock Exchange since 1994. CLS invests in office space in non-prime locations in European cities.

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CLS Holdings (CLI LN)

CLS Holdings USA, Inc. - Water Tower Hour Recap

Seeing the medical benefits of cannabis inspired Ramalho to dedicate his career to helping others. He shares how he started at CLS as budtender,...

Water Tower Research

CLS Holdings USA, Inc. - Outperforming a Difficult Nevada Market

CLS Holdings is a vertically integrated cannabis company with core operations in Nevada. The company owns and operates Oasis cannabis dispensary,...

Water Tower Research

CLS Holdings USA, Inc. - City Trees Expands into New York

CLS Holdings is a vertically integrated cannabis company with core operations in Nevada. The company owns and operates Oasis cannabis dispensary,...

Water Tower Research

Quiddity Leaderboard F100/250 Dec 23: Final Expectations; Two Trading Days for Announcement

Today is the base date for the December 2023 review. The index changes for the December 2023 review will be decided based on full market cap...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Dec 23: CAB Payments Could Be Deleted from F250

I suggest having a look at the 888 holdings (888 LN) / Playtech Plc (PTEC LN) pair as a sector-neutral fundamental relative value bet with a...

Janaghan Jeyakumar, CFA

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CLS Holdings USA, Inc. - Water Tower Hour Recap

Seeing the medical benefits of cannabis inspired Ramalho to dedicate his career to helping others. He shares how he started at CLS as budtender,...

Water Tower Research

CLS Holdings USA, Inc. - Outperforming a Difficult Nevada Market

CLS Holdings is a vertically integrated cannabis company with core operations in Nevada. The company owns and operates Oasis cannabis dispensary,...

Water Tower Research

CLS Holdings USA, Inc. - City Trees Expands into New York

CLS Holdings is a vertically integrated cannabis company with core operations in Nevada. The company owns and operates Oasis cannabis dispensary,...

Water Tower Research

Quiddity Leaderboard F100/​​​250 Dec 23: Final Expectations; Two Trading Days for Announcement

Today is the base date for the December 2023 review. The index changes for the December 2023 review will be decided based on full market cap...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Dec 23: CAB Payments Could Be Deleted from F250

I suggest having a look at the 888 holdings (888 LN) / Playtech Plc (PTEC LN) pair as a sector-neutral fundamental relative value bet with a...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Dec 23: Final Expectations; Two Trading Days for Announcement

Quiddity Leaderboard F100/250 Dec 23: CAB Payments Could Be Deleted from F250