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Charlotte's Web: No Traction Yet

  Charlotte's Web reported the weakest quarter in years due in part to the wildfires in Colorado. The CBD company completed a restructuring in January that actually has business crucially cash flow breakeven. The stock is cheap once the FDA regulatory issue resolves, but the company won't gain any traction until this occurs and the timing is unknown. Another quarter has passed and Charlotte's Web Holdings ( OTCQX:CWBHF ) is still struggling to gain any traction in the CBD space. The company had a lot of corporation disruptions impacting Q1'22 results, but the major issue remains  the lack of regulations by the FDA. My  investment thesis  continues to remain very Bullish about the long-term potential of the CBD market leader, but the stock will remain volatile until the regulatory issue is resolved. Read the full article at Seeking Alpha.  Disclosure: Long CWBHF. Please review the disclaimer page for more details. 

Charlotte's Web: Improving Trends Not Visible Yet

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  Charlotte's Web reported another weak quarter with revenues of $24.2 million missing estimates. The company continues to have multiple catalysts for future revenue growth including primarily FDA regulatory certainty. The stock only trades at 3x '22 revenue estimates, likely to be conservative once Congress approves a CBD bill. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » While the trends in the CBD market continue to head in the right direction,  Charlotte's Web Holdings  ( OTCQX:CWBHF ) has yet to see much in the way of financial benefits. The lack of FDA regulations on CBD in dietary products continues to hold back the sector. My  investment thesis  remains very Bullish on the stock with plenty of positive indications Congress will finally pass a bill giving the FDA regulatory clarity needed to drive growth. Read the full article on Seeking Alpha.  Disclosure: No position me...