When you invest early in a revolutionary trend – and I definitely recommend that you do – you’re going to see parabolic rallies… and sizeable pullbacks. That’s just a fact. It happened with the internet, with biotech, and this year it happened with cannabis. The ETFMG Alternative Harvest ETF, which cleverly uses the ticker “MJ,” hit a yearly high in March… then moved 35% lower. Many of the fund’s biggest stock holdings are from Canada. So, news that Canadian cannabis sales had stalled out in January (then again in February) haven’t helped those stocks. The early highs brought plenty of new cheerleaders for marijuana stocks. Then,the weakness turned those folks into doubters. But even the haters will have to admit — the latest data is pretty impressive.

Who here has fallen victim to clickbait – or just a really strong headline? I know I have… More often than not, I’m left disappointed. That’s how I started my latest edition of MoneyLine – my new podcast. If you haven’t heard it yet, you’re missing out. I just posted my latest podcast to the MoneyWire website this morning. I strongly recommend checking it out. I also talk about a stock many of you probably aren’t familiar with – Baozun (BZUN). I call it the “Shopify of China.” Shopify (SHOP) is a company I suspect you are familiar with, so today I’ll compare the two and tell you which one I like. Maybe it’s one… maybe it’s both! You’ll have to watch to find out.