Regulatory Risk Recedes

Hilary Kramer

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

Cannabis enthusiastically applauded the Georgia vote. A few more senators in either direction won’t necessarily help the industry, but the threat of an unfriendly Department of Justice cracking back down seems extremely remote now.

Laws recriminalizing cannabis are not going to get passed for at least another two years. Instead, we may see a few tentative efforts to lighten the regulatory load.

That’s a good thing for the cultivators, and they’re all leaping to greet the new year. Canopy Growth Corp. (NASDAQ:CGC) may even be my favorite right now.

But Tilray Corp. (NASDAQ:TLRY) and especially Innovative Industrial Properties Inc. (NYSE:IIPR) are right behind it as far as big companies go.

IIPR is especially interesting, because it doesn’t grow or sell the plant. It is a real estate investment trust (REIT) that has been set up to own the cannabis-growing facilities, charge rent and pass the income on to shareholders.

Yes, it pays a 2.8% dividend, which is otherwise extremely hard to capture in this space.

And I’ve got to shout out the tiny next-generation cannabis stocks on my IPO Edge buy list. While established pot portfolios are still trying to pull it together after a few miserable years, these stocks are soaring.

We’re up 40-80% on these stocks since the election. What’s not to love?

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Wall Street made a lot of money in 2020 despite extremely challenging circumstances. Now, investors are looking to extend their gains into a new year and a new political cycle. The first lesson we’ve learned this week is that an extremely narrow Democratic Party control of the federal government for the next few years is not an automatic sell signal. No matter how you feel about the way the votes stacked up around the country, we don’t invest with our feelings. We trade the cards the m

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