Cannabis Corner: Dispensary Disruption

Hilary Kramer

Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street.

While every jurisdiction is different, most are considering non-medicinal cannabis sales non-essential. That changes the sales landscape a lot.

At this point, I would avoid all but the biggest cultivators. Smaller farms will get squeezed here because they lack the scale to compete with the giants and the resources to survive a slow season.

Ultimately, this is a great thing for the leader, Canopy Growth Corp. (NYSE:CGC). And in the here and now, it’s business as usual for Aphria Inc. (NASDAQ:APHA), which focuses on the medicinal market anyway.

If you want to play the cannabis space right now, that’s the way to do it. Avoid the others. The most interesting names will make it into my IPO Edge portfolio, and we’ll reap the rewards of their innovation over time.

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