### Comment:
ACB is -26% YTD. 
  
 Why bother shorting ACB when you can just long Canopy for 32% YTD?

### REPLY:
I agree that you shouldn't be in ACB, but you won't get that YTD if you jump in now. That's the logic that makes MU speculative at $20, but a buy at $60.

### END.