Cannabis Corner: Go Small

Comparing my proprietary universe of cannabis stocks to the leading exchange-traded funds is a gratifying experience.

Sure, the funds like ETFMG Alternative Harvest ETF (ARCA:MJ) are up 40-43% year to date (YTD). My stocks have done a little better than that and, unlike most of the funds, our future looks even brighter.

Start with GW Pharmaceuticals PLC (NASDAQ:GWPH), which was the biggest component in funds like MJ. GWPH is a great drug developer. I’ve been recommending it since 2018 and was thrilled to see it surge 90% so far this year.

But it isn’t going to be around much longer once its $7 billion merger with Jazz Pharmaceuticals PLC (NASDAQ:JAZZ) is final. And that’s a problem for the funds that now need to scramble to fill the hole GWPH leaves behind.

Beyond that, their portfolios are packed with the big cultivators that never really worked for me as long-term investments: Aphria Corp. (NASDAQ:APHA), Canopy Growth Corp. (NYSE:CGC) and the rest.

My list, on the other hand, makes space for smaller and more interesting “Cannabis 2.0” stocks like OrganiGram Holdings Inc. (NASDAQ:OGI) and CannTrust Holdings (OTC:CNTTQ). That’s where the innovation and growth are.

And that’s where I’m focused. IPO Edge has a few fresh entry points. I’d be happy to share them with you.

P.S. Orlando MoneyShow, Championsgate Resort, June 10-12: The MoneyShow is back in person! Speakers not only include me but Larry Kudlow, Mark Skousen, Bob Carlson, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navallier. Click here to register or call 1-800-970-4355 and mention priority code 052705 to attend fr

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Hilary Kramer

Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes Ms. Kramer as “A one-woman financial investment powerhouse” and The Economist distinguishes her as “one of the best-known investors in America”. Ms. Kramer is often quoted in publications such as the Wall Street Journal, New York Post, Bloomberg, and Reuters. She is a frequent guest commentator on CNBC, CBS, Fox News and Bloomberg, providing investment insight and economic analysis. Ms. Kramer was an analyst and investment banker at Morgan Stanley and Lehman Brothers. Ms. Kramer founded and ran a long-short hedge fund and has been chief investment officer overseeing debt and equity portfolios. Since 2010, Ms. Kramer’s financial publications have provided stock analysis and investment advice to her subscribers. Her products include GameChangers, Value Authority, High Octane Trader, Triple-Digit Trader, 2-Day Trader, IPO Edge and Inner Circle. Ms. Kramer, a Certified Fraud Examiner, has also testified as an expert in investment suitability, risk management, compliance, executive compensation, and corporate governance. Ms. Kramer received her MBA from the Wharton School at the University of Pennsylvania and her BA with honors from Wellesley College. Ms. Kramer has provided testimony regarding investment policy to the U.S. Senate and is a frequent speaker on the markets, portfolio management and securities fraud and compliance. Ms. Kramer is also the author of “Ahead of the Curve” (Simon & Schuster 2007) and “The Little Book of Big Profits from Small Stocks” (Wiley 2012).