KukaXoco Finance: Drugs, Dopamine & Guns
Let's Kill Americans
Legal drugs (alcohol, nicotine, marijuana, sugar, gambling),
illegal drugs (cocaine, opioids), guns - all addictive, most
killers of large numbers of humans every year. Surprisingly,
the returns on the stocks of these vice-based stocks are
horrible. You will get more joy using their products than
buying their stocks.
STOCKS/ACCIONES & ETFS
(
Note:
Text in brown below are clickable links.
(D) means the stock/ETF has daily options with high liquidity.
(W) means the stock/ETF has weekly options with high liquidity.
(F) means that there is a corresponding futures contract. ---
(D) significa que la acción/ETF tiene opciones diarias con alta
liquidez. (W) significa que la acción/ETF tiene opciones semanales
con alta liquidez. (F) significa que existe un contrato de futuros
correspondiente. The numbers in brackets, '[]', are the dividend (if any),
the rough cost of a one-week/one-month option.
[trend up / trend down: tendencia al alza / tendencia a la baja]
)
DRUGS & DOPAMINE / LET'S KILL AMERICANS
DROGAS Y DOPAMINA - MATEMOS A LOS AMERICANOS
To varying degrees, many prescription drugs, sugary beverages, nicotine,
alcohol, guns, highly processed foods and gambling are addictive (triggering
the dopamine pathways in the brain), and kill millions of people every year.
Sugary beverages (using the fully-legal addictive white powder) kill more
people each year than marijuana and cocaine (the fully illegal white powder
that is less addictive than alcohol and nicotine, if you bother to rely
on science). High-fat/high-sugar diets trigger addiction-like behavior
(at least in rats) similar to that of cocaine and heroin addiction
(see:
Addiction-like reward dysfunction and compulsive eating in obese rats:
role for dopamine D2 receptors).
Questionably-unethical profits from owning these stocks, for companies
with poor management and/or troubled business models, with most not
beating the SPY, and many underperforming gold as well.
Hard to believe the stocks perform so badly, given headlines such as
Scientists criticize food manufacturers for massive profits from sales of
unhealthy ultraprocessed food (CNN, November 2025).
The problem for all of these pre-21st century vices is that the dominating
addictive vices of the 21st century are addictive, optimized forms of quick
'hits' of dopamine generation: cellphone apps, social media and AI slop
of Big Tech. It is all dopamine addiction economies:
gambling apps, social media apps, day trading, prediction markets,
leveraged ETFs, bitcoin treasury companies, and the AI bubble.
And entire website is devoted to the dopamine/casino-nature of many companies:
Dopamine Markets, for example,
a recent article
The lottery-fication of everything. Parlays, zero day options, and perpetuals have gone mainstream.
I suppose if you believe these products are wicked
(
not in the Boston sense)
and/or evil, then their stocks' lack of return was predicted over 2000 years
ago: "Treasures of wickedness profit nothing" (Proverbs 10:2). And if you
keep on losing money investing in these companies, another 2000+ year
warning: "As dogs return to their vomit, so fools repeat their folly."
(Proverbs 26:11). (Note: this is an evolutionary behavior of dogs that
done occasionally does not harm them. Repeatedly investing in the following
companies, though, probably will harm your wallet).
THE BIGGEST RICHEST DRUG TRAFFICKERS IN HISTORY
- AAPL (W) -
Apple [0.52%, $3.50/$4.50] (Nasdaq)
(trend up)
Let us be brutally honest. Cellphone apps are designed to be
very addictive in terms of dopamine generation. Cellphone apps
are digital drugs. Gambling apps (causing huge social harm),
social media apps (causing huge social harm), and online gaming
apps (causing social harm) exploit the same addicting engagement
mechanisms: colorful animations, endless opportunities for dopamine
hits and personalized recommendations based on your past activity.
"These apps can further grab your attention by learning your
preferences and patterns of use. ... They take advantage of what
they think is attractive to you and use it to continue to entice
you." THEY ARE DIGITAL DRUGS IN ALL OF THE PLEASUREABLE AND
HARMFUL WAYS OF CHEMICAL DRUGS. How harmful? In October 2025,
Wisconsin becomes the 36th state to prohibit cellphone use during
class time. "Both Democrats and Republicans have taken up the
cause, reflecting a growing consensus that phones are bad for the
mental health of children". How bad? An October 2025 study reported
specific evidence of the harms of cellphones in schools in Florida:
"... signficant improvements in student test scores ...
signficiantly reduce reduce student unexcused absences ...
after one year of adjustment, a reduction in disciplinary actions".
No surprise, once the students are weaned off their digital drugs.
As schools ban cellphones, children are happy, healthier, noisier
(as they talk to each other), less bullying, and less addictive
behavior. Futurism, 08 November 2025.
Which makes Apple the biggest (reaching a $4 trillion valuation
in October 2025) drug trafficker in the history of mankind.
Its fellow digital drug traffickers are many, led by the other
two biggees: Samsung and Xiaomi. But they do so legally, and are
championed and glorified, because much like mildly addictive,
death-causing, sugary beverage companies, cellphone companies
no están controlados por personas no blancas de
América Latina.
- 005930.KS -
Samsung Electronics [1.8%%] (KSC/KSX)
(trend up)
005930.KS is quoted in Korean won, which
we adjusted to us dollars by a factor of 0.0008. One of the big
three of cellphone makers with its app store.
- 1810.HK -
Xiaomi [0.0%] (Hong Kong)
(trend up)
One of the big three of cellphone makers with its app store.
COMPETENT DOPAMINE TRAFFICKERS
- CELH - caffiene traffickers/trafficantes -
Celsius Holdings [0.0%] (Nasdaq)
(trend up)
From 2009 to 2020, Celsius was as flat
as gold. but since it has exploded upwards. volatile stock, but
except for a dip after trump got elected, it has outpeformed SPY
and GLD.
- FLUT - gambling dopamine traffickers/trafficantes -
Flutter Entertainment [0.0%] (NYSE)
An online sports betting and igaming operator. Kind of has been
tracking the SPT, though with no dividend, invest somewhere else.
How can you not outperform the SPY offering addictive gambling?
97% debt/equity margin, with a 3% net margin. real drug traffickers
are rightly contemptous.
- HOOD - gambling dopamine traffickers/trafficantes -
Robinhood Markets [0.0%] (Nasdaq)
(trend down since September 2025)
From its IPO in June 2021 to December 2024, it mostly underperformed
the SPY and GLD and bitcoin. Like others, it has been riding the AI
bubble, going from $40 in January 2025 to $150 in Septmber 2025, and
then down to $80 in February 2026 (still up 100% in two years from
$40). Righty in this category, as one article puts it:
Robinhood is a pusher in plain sight and dopamine is the drug it peddles"
As the above article laments: "[Watching the meteoric growth of Robinhood],
I felt the same way when I watched 'Narcos Mexico' and saw how Felix Gallardo
built the first Mexican marijuana and cocaine cartel."
"Robinhood is a pusher in plain sight and dopamine is the drug it
peddles." - a lesson it learned from app stores for
dopamine-generating apps.
- MCD - sugar traffickers/trafficantes -
McDonald's [2.57%] (NYSE)
(trend gradually up since since 2005)
McDonald's and SPY/GLD have oscillated
in having the better return since 2000, and McDonald's has oscillated
with Hershey's since 2000. If you have to invest in one dopamine
company, McDonald's is a reasonable way to do so.
- SHEIN - shopping-dopamine traffickers/trafficantes -
Shein is not publicly traded. An online fast-fashion success, but
at the expense of the environment (Earth.org): fast fashion has a
massive environmental impact, being
the second-biggest consumer of water and responsible for 10% of
global CO2 emissions. Part of its success?
Shein faces a EU investigation over illegal products and allegedly
addictive design features, including giving users points or
rewards for "engagement", and strongly criticized for the sale of
"child-like sex dolls". When they become publicly traded, they will
be well received with the companies herein.
- STZ - alcohol drug traffickers -
Constellation Brands [2.9%] (NYSE)
(trend flat since 2015)
Constellation, amongst other things, is known for its Modelo and
Corona beers. Interesting company. From 2000 or so, to 2012, it
tracked the SPY. From 2012 to 2015, it outperformed the SPY,
and has been mostly flat since 2015 (with a decent yield).
Since 2024, it has underperformed the SPY, due to two reasons:
it is not part of the AI bubble pumping up the SPY, and
Trump's immigration policies targeting the Latino community
has hurt sales. As an example of the idiocy of AI analyses, in
February 2025, Fiscal.ai published an article:
Constellation Brands: the best-run beer company in America,
which is only true if all of the other alcohol trafficking companies
perform worse than the SPY.
- TPB - supplies for nicotine drug traffickers/trafficantes -
Turning Point Brands [0.33%] (NYSE)
(trend up since 2016)
Oscillates around SPY and GLD since 2018, so one of the better
performing companies in this space. In the spirit of selling
shovels and blue jeans to gold miners during the Gold Rush,
since it sells rolling papers, tubes and other devices.
Though it does traffick nicotine products: such as snuff and
cigarillos.
INCOMPETENT DOPAMINE TRAFFICKERS
- ASCS - sugar traffickers/trafficantes -
American Crystal Sugar [0.0%] (Over The Counter)
(trend up since 2015)
Outperformed by SPY and GLD, with no dividend. An agricultural
cooperative trafficking diabetes-inducing sugar.
- BF-B - alcohol traffickers/trafficantes -
Brown-Forman Corporation [3.5%] (NYSE)
(trend down since 2020)
Up and until 2020, Brown-Forman's stock tracked the SPY, demonstrating
a good ability profit from trafficking addictive alcohol. But since
then, its sotck has plummeted from $80 to $26, where it was in 2012.
The 3.5% dividend isn't enough to compensate for the 66% decline.
Since Covid, more and more people are trying to give up unhealthy,
addictive, cancer causing alcoholic drinks. Indeed, in June 2025,
its stock dropped 17% on news that
cannabis and weight-loss drugs were hurting sales of its alcohol
products.
- BROS - caffeine traffickers/trafficantes -
Dutch Brothe [0.0%] (NYSE)
(trend flat since 2022)
Coffee makers with a lousy stock for long-term holders.
High of $75 in 2021, low of $25 in 2023, high of $87 in 2025,
$53 in February 2026. Too erratic, and no dividend.
- BTI - nicotine traffickers/trafficantes -
British American Tobacco [9.25%] (NYSE)
(trend down since March 2017)
Since 2000, BTI has been outperformed
by both GLD and SPY. Since 2012 the stock price has pretty much
been flat, even after moving into pure addictive nicotine trafficking
with vapes. If you can't grow earnings selling the most addictive drug
on the planet (much more addictive than cocaine), and are responsible
for more deaths than Pablo Escobar, you shouldn't be in business.
- BUD - alcohol traffickers/trafficantes -
Anheuser-Busch [1.8%] (NYSE)
(trend down since 2015)
Outperformed by GLD and SPY since 2010, and the dividend doesn't
compensate. Good net margins at 15%, and debt/equity at 93%.
Can't make money trafficking addictive alcohol?
- CAKE - sugar traffickers/trafficantes -
Cheesecake Factory [2.0%] (Nasdaq)
(mostly flat since 2015)
Outperformed by GLD and SPY since 2005, and the dividend doesn't
compensate. The stock will suffer in the next recession, as
consumer run out of money ... for sugary cheesecake.
- CGC - THC traffickers/trafficantes -
Canopy Growth Corp [0.0%] (Nasdaq)
(trend down since 2020)
A marijuana company (similar to Tilray - see below), based in
Canada, grossly
underperforming SPY and GLD. From a peak of around $400 in 2018,
by October 2025 it had dropped 99% to $1.30. Not a very well
managed drug trafficking company - "primarily impacted by its
poor financial performance, characterized by significant losses
and negative cash flows". Jeff Spicoli would be disappointed.
- CRON - THC traffickers/trafficantes -
Cronos Group [0.0%] (Nasdaq)
(trend down since 2019)
CNBC: "... building disruptive intellectual property by advancing
cannabis research, technology and product development ...".
I think not, as it has grossly underperformed SPY and GLD,
with no dividend. From an peak of around $25 in 2019, by
October 2025 it had dropped 90% to $2.50. Not a very well
managed drug trafficking company.
- CZR - gambling traffickers/trafficantes -
Caesars Entertainment [0.0%] (Nasdaq)
(trend down since 2021)
Since a peak around $120 in 2021, Caesars has dropped 80% to
$20, grossly underperforming SPY and GLD, and worse with no
dividend, and a debt/equity ratio of over 600% and a slight
negative margin. Not a well run casino company.
- DEO - alcohol traffickers/trafficantes -
Diageo PLC [4.8%] (NYSE)
(trend down since 2021)
A weird company. From 1996 to 2021, it much tracked or was slightly
better than the SPY, with a higher dividend. But from a high of
$220 in December 2021, it has plummet to $90 in February 2026, a
60% percent drop. It is suffering from people drinking less alcohol
(relaxing more with marijuana).
- DKNG - gambling traffickers/trafficantes -
Draft Kings [0.0%] (Nasdaq)
(trend flat)
Since its IPO in 2019, DKNG has mostly
been flat - high of 60 in 2020, low of 11 in 2020, now 40.
Negative net margin, debt/equity about 1, no dividend. Mostly
outperformed by SPY and GLD.
- Crumble Cookies - sugar traffickers/trafficantes -
Crumble Cookies is not publicly traded, yet, but talk about being
sugar traffickers. Its deserts, especially its cookies, are some of
the unhealthiest on the market. While its Milk Chocolate Chip
cookie has 180 calories per serving, one cookie is actually four
servings, resulting in 720 calories. That is due to approximately
comprising 76 grams of sugar - 18 teaspoons (about 150% of the RDA).
Three cookies make up the recommended daily calorie intake for many
adults. Its Brownie Sundae has 1130 calories. The consumer
desirability of addictive sugar:
Crumbl Cookies "might promote sugar addiction", warns at least one
nutritionist. It has 1000 stores to help the customers 'mainline'
sugar. "Crumbl cookies are unhealthy, full stop. ... These are not
nourishing whole foods, they are made from ultra-processed
ingredients such as bleached flour, sugar, soy lecithin and
artificial flavors."
- DNUT - sugar traffickers/trafficantes -
Krispy Kreme [1.32%] (Nasdaq)
(trend down)
Since its IPO in July 2021, DNUT has lost
about 75% of its value while SPY and GLD are up over 50%. How can
you not make money, basically selling mildly addictive sugar? (Well,
as sugar becomes toxick in the minds of consumers, not a great
business going forward). Confession: when transiting through the
Panama Tocument Airport, I will grab two glazed Krispy Kremes from
their kiosk. Only because there is no Juan Valdez coffee shop
selling their double chocolate donuts.
- DPZ - sugar traffickers/trafficantes -
Domino's Pizza [1.2%] (NYSE)
(trend flat since 2020)
Did well against GLD/SPY before Covid, flat since and underperforming
SPY and GLD since 2018.
5 reasons to avoid Domino's pizza today, starting with it has
a lot of delayed sugar (carbohydrates) and saturated fat,
especially if you order add-ons a big sugary soda.
- HEINY - alcohol/sugar traffickers/trafficantes -
Heineken NV [2.6%] (OTC)
(trend flat since 2015)
A big trafficker of beers (alcohol) and soft drinks (sugar).
Since 2003, it has been outperformed by SPY and GLD, and has been
flat during the last ten years while SPY and GLD have soared.
Not a well-run drug-trafficking company.
- IMBBY - nicotine traffickers/trafficantes -
Imperial Brands [6.1%] (OTC / GB)
(trend flat since 2005)
It has a nice dividend, 6% or so, but has mostly underperformed
SPY and GLD in the last two years, averaging about $40 (high 55,
low 17, now 31). It should do better selling one of the most
addictive drugs on the planet, with its cigarette and nicotine
vaping products.
- JNJ - opioid traffickers/trafficantes -
JNJ [3.36%] (NYSE)
(trend mostly flat since 2020)
Since 2000, SPY and GLD have mostly
beaten Johnson & Johnson, in part for having to pay over $5 billion
for trafficking opioids. In September 2024, the talc powder subsidiary
of J&J
files for bankruptcy for the third time, to better handle an
$8 billion potential settlement of a talc-cancer lawsuit.
- LVS - gambling traffickers/trafficantes -
Las Vegas Sands [1.5%] (NYSE)
(trend flat since 2006
Since 2000, LVS has underperformed both SPY and GLD. Debt/equity
ratio is 4, decent margins, lousy dividend. Poorly managed, even
for this category.
- MO - nicotine traffickers/trafficantes -
Altria Group [6.5%] (NYSE)
(trend mostly flat since 2000)
Since 2000, GLD and SPY has mostly beaten
Altria. A 6.5% dividend is nice, but there are stocks with similar
dividends that track the SPY, and don't rely on selling an extremely
addictive, deadly drug for profits. In 2018, Altrica acquired 35%
of nicotine vaping company Juul, which in 2022 paid a fine of
$440 million for marketing its nicotine-trafficking products to
underage teenagers. Juul continues to target sales to young people:
"... Juul's sleek, easy-to-hide products, which are sold in enticing
flavors, including menthol, and are marketed in ways that appeal to
children and delivered massive doses of nicotine that can quickly
addict kids" - now in 2025 with FDA approval. Juul has paid over
$1.1 billion in lawsuit settlements.
- KO - sugar/caffeine traffickers/trafficantes -
Coca-Cola [3%] (NYSE)
(trend gradually up since 2010)
Since 2000, GLD has significantly outperformed Coca-Cola, and
outperformed by the SP500 - ("Don't Buy! - Motley Fool, June 2024).
And yes, much like with tobacco, and asbestos, and talc -- the
sugar/diabetes lawsuits will eventually hurt Coca-Cola and the
other sugary-beverage companies. Another Motley Fool article:
Coca-Cola is a .... Dividend King, but it has a glaring problem:
it can't do all three of selling more product, selling at higher
prices, and repurchasing more stock. Sugary beverages kill more
people each year than cocaine and marijuana combined.
- KOF - sugar/caffeine traffickers/trafficantes -
Coca-Cola Femsa [3.8%] (NYSE)
(trend down since 2013, uptrend since 2020)
Since 2000, FEMSA has underperformed
both SPY and GLD. It peaked at about $160 in 2012, and is now
around $85. A dividend of 4.2% dividend is some compensation for
a 50% drop in the stock, but not much. Trafficking sugary beverages
should be more profitable.
- PEP - sugar/caffeine traffickers/trafficantes -
PepsiCo [3.17%] (Nasdaq)
(trend down since May 2023)
Since 2000, SPY and GLD have
outperformed PepsiCo, though as consolation, PepsiCo has
outperformed Coca-Cola. Still, trafficking sugary beverages
and carbo-snacks should be more profitable.
- HSY - sugar traffickers/trafficantes -
Hershey [2.79%] (NYSE)
(trend down since May 2023)
Since 2000, GLD and SPY have mostly
outperformed Hershey's. Hershey's generally tracks Mondelez but
does somewhat better. Global heating is causing droughts in West
Africa, where most of the cacao is grown, pushing up prices of a
key ingredient. And any tobacco-like sugar lawsuits will hurt
Hershey's as much as Coca-Cola and Pepsi.
Health note: eating 5 Hershey Chocolate bars (about 1100 calories,
65 grams fat, 125 grams sugar, 15 grams protein) with a glass of fat
free milk (8 grams protein) is similar to eating one Large Big Mac
(about 1360 calories, 58 grams fat, 95 grams sugar, 32 grams of
protein).
- MDLZ - sugar traffickers/trafficantes -
Mondelez [2.52%] (Nasdaq)
(trend down since May 2023)
Since 2000, SPY and GLD have significantly
outperformed Mondelez, except when the Fed suppressed interest
rates. Having to
pay a $366 million fine in 2024 for rigging markets in Europe
doesn't help push up earnings (and P/Es).
- MARA gambling (crypto) traffickers/trafficantes -
Mara Holdings [0.0%] (Nasdaq)
(trend flat since 2022)
Mostly flat since 2022, trying to ride the blockchain/bitcoin bubble,
though not very successfully.
- PDD - dopamine traffickers/trafficantes -
PDD (Pinduoduo) Holdings [0.0%] (Nasdaq)
(trend up)
PDD has been flat but volatile for last four years: 90 to 190 to
30 to 120, sometimes outperforming SPY and sometimes underperforming
SPY. PDD's Temu, along with privately held Shein, have perfected
impulse buying, "a place of guilty pleasures where the selection
is vast, every day is Cyber Monday, and
an instant dopamine hit that will have faded by the time your
package arrives is always just a click away.
American online retail giants exploit this dopamine addiction as well.
Retailers like Amazon, Walmart and Target have figured out that if
they get you your online order today - with a bit of dopamine
resulting, you will probably be more addictied to spend
more tomorrow.
- PENN - gambling traffickers/trafficantes -
PENN Entertainment [0.0%] (Nasdaq)
(trend flat since 2015)
Other than a peak during the Covid time-period (people spending
their government handouts), PENN has been underperformed both
GLD and SPY, averaging around $16 since 2015 (and since 2005,
though with two intervening peaks, once real-estate bubble related).
No dividend, and a debt/equity ratio of over 200% and a slight
negative margin. Not a well run casino company.
- PM - nicotine trafficantes -
Philip Morris [3.9%] (NYSE)
(gradual upwards trend since 2018
Since 2014, Philip Morris, despite trafficking the highly
addictive nicotine, has performed poorly, underperforming
both SPY and GLD, even after compounding the dividend.
- RGR - gun/'swords' traffickers -
Sturm, Roger & Company [1.5%] (NYSE)
(trend flat since 2012)
Has underperformed GLD and SPY since 2015, with an inadequate
dividend. If you can't offer a good stock return turning
ploughshares into guns in the gun-crazy United States, you
shouldn't be in business.
- RMCF - sugar traffickers/trafficantes -
Rocky Mountain Chocolate Factory [0.0%] (Nasdaq)
(trend down since 2005)
Greatly outperformed by SPY and GLD since 2005, with no dividend.
Shares some problems with Hershey's for its premium chocolate
products: rising cocoa prices, and possible future tobacco-like
sugar lawsuits.
- SBUX - sugar/caffiene traffickers/trafficantes -
Starbucks [2.9%] (NYSE)
(flat since 2020)
Starbuck's stock used to be as hot as its coffee. But since 2000
its stock price has been flat (though volatile), underperforming
SPY and GLD since 2015. A near 3% dividend is nice, but you blow
that if you buy their coffee drinks. Starbucks suffers too big
threat. First, increasingly cash-strapped consumers will shift
to cheaper coffee elsewhere (such as New England's Dunkin Donuts).
For example, the South Americans have finally woken-up with their
successful and growing (and less expensive) coffee chains: Juan
Valdez and Tastao in Colombia, Café Cultura in southern
Brazil. And second, true for other industries, is competition from
China: the largest coffee chain in China is Luckin Coffee, which
is now entering markets in the USA. More unionization successes
will dent profits.
- SJM - sugar traffickers/trafficantes -
J.M. Smucker Co [4.3%] (NYSE)
(trend flat since 20113)
Its flagship brand, Smucker's, produces many sugary products:
fruit preserves, peanut butter, syrups, frozen crustless
sandwiches, and ice cream toppings. It owns another sugary products
company, Hostess Brands (think Twinkies). Its compounded dividend
doesn't compensate for its significant underperformance compared
to SPY.
- SOW - sugar traffickers/trafficantes -
Sow Good [0.0%] (Nasdaq)
(trend flat since 2015)
Sells candies and snacks: Sour Bites, Sweet Bites, Taffy Bombs,
and crunchy ice cream products - lots of sugar to traffick.
Investing in it would leave you with a sour taste: from an IPO
peak around $500 in 2010, it has dropped to $0.75 by 2025.
- SWBI - gun/'swords' traffickers -
Smith & Wesson Brands [5.2%] (NYSE)
(trend flat since 2015)
Has underperformed GLD and SPY since 2015. The dividend is
nice at around 5%. If you can't offer a good stock return turning
ploughshares into guns in the gun-crazy United States, you
shouldn't be in business. A very volatile stock, one to have fun
with for short-term trading.
- SZU - sugar traffickers/trafficantes -
Südzucker AG (XETRA) - [2.2%] (Europe)
SZU is the biggest sugar producer in the
world (4% or so market share). Since 2002, SZU's stock has mostly
been flat while gold is up over 600% (while the price of sugar is up
200%). Its dividend is lousy for a flat stock. And the
new weight loss drugs will decrease the demand for added-sugar.
- TAP - alcohol traffickers/trafficantes -
Molson Coors Beverage [1.1%] (Nasdaq)
(trend flat since 2007)
Since 1999, the stock has underperformed both SPY and GLD. Decent
margins and debt/equity ratio of 0.5 - it just doesn't seem to
impress investors, especially with a low dividend. Selling addictive
alcohol.
- TLRY - THC traffickers/trafficantes -
Tilray Brands [1.1%] (Nasdaq)
(trend flat)
One of the largest marijuana companies, based in Canada, grossly
underperforming SPY and GLD. From an IPO high at $140 in June 2018,
by October 2025 it had dropped 9(% to $1.50. One reason that it
decided to switch to an easier drug to sell, alcohol:
Cannabis company Tilray is snapping up craft beer brewers in the USA.
Not a very well managed drug trafficking company.
- TR - sugar traffickers/trafficantes -
Tootsie Roll Industries [0.8%] (NYSE)
(trend gradually up since 2000)
Love the product! Hate the stock. Since 2000, it has significantly
underperformed both SPY and GLD with a poor dividend. Another
troubled sugar-trafficking company.
- WYNN - gambling traffickers/trafficantes -
Wynn Resorts [0.0%] (Nasdaq)
(trend down since peak in 2014)
The stock has been mostly flat since 2004, a high of 250 in 2013,
downhill since then to 120 as of October 2025. Outperformed by SPY
and GLD, with no dividend. Not a very well run gambling empire.
- YUM - sugar traffickers/trafficantes -
Yum! Brands [1.9%] (NYSE)
(stready rise since 2015)
Yum! Brands owns fast-food chains: Kentucky Fried Chicken,
Taco Bell, Pizza Hut - high carb menus with sugary beverages.
Yummy products, not so yummy a stock return. It has underperformed
GLD and SPY since 2015, but not by much, and you get a decent
dividend for this space. If you have to allocate in this space,
YUM isn't too bad.
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