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2021-12-26
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Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>
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They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).</li> <li>Innovative is up 37%year to date, while Power is up 134%.</li> <li>While Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).</li> <li>Five of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.</li> <li>Seeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.</li> <li>A marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.</li> <li>Another star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.</li> <li>While the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.</li> </ul> <img src=\"https://static.tigerbbs.com/95068d19d7c53441b6c338458944fe89\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>该指数中表现最好的两只股票是工业房地产投资信托基金，其持有的财产重点是财产，例如温室是仓库，专门由有执照的大麻经营者使用。它们是Innovative Industrial Properties(NYSE：IIPR)和Power REIT(NYSE：PW)。</li><li>今年迄今为止，Innovative上涨了37%，而Power上涨了134%。</li><li>虽然Innovative专门投资于与大麻活动相关的资产，但Power更加多元化，因为其持有的资产包括受控环境农业（温室）、太阳能农场土地和运输（铁路房地产）。</li><li>Innovative的9处大麻地产中有5处位于加利福尼亚州，而Power的18处大麻地产中除3处外均位于科罗拉多州。</li><li>Seeking Alpha的量化评级非常看好Power，但对Innovative持中性态度。</li><li>NewLake Capital Partners是大麻房地产投资信托基金的新来者，该公司于8月上市。自那以来，该指数下跌了约6%。请注意，它不包括辅助大麻指数。</li><li>该指数中的另一个明星表现者是AFC Gamma（纳斯达克股票代码：AFCG），该公司作为抵押房地产投资信托基金运营，为获得许可的大麻行业公司构建和承销贷款。自3月份首次公开募股以来，该股今年迄今已上涨约15%。</li><li>Seeking Alpha撰稿人奥斯汀·罗杰斯(Austin Rogers)对股票给予中性评级，他表示，虽然该公司目前利润丰厚，但如果拟议的立法获得批准，允许商业银行与大麻公司开展业务，这种情况可能会发生变化。</li></ul></blockquote></p><p> <ul> <li>The best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.</li> <li>urban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"</li> <li>Although in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.</li> <li>However, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.</li> <li>With brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.</li> <li>Wells Fargo recently initiated GrowGeneration with an equal weight rating.</li> <li>With a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.</li> <li>While not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.</li> <li>Wells Fargo recently started the company with an overweight rating.</li> </ul></p><p><blockquote><ul><li>REITs之外该指数中表现最好的股票是urban-gro（纳斯达克股票代码：UGRO），该公司提供室内种植系统和设备。年初至今，该公司上涨了71%。</li><li>urban-gro今年早些时候在纳斯达克上市。8月，Seeking Alpha贡献者股东Unite表示，该公司“处于非常有利的地位，可以从大麻和受控环境农业市场这两个长期增长市场的顺风中受益。”</li><li>尽管年初至今亏损约15%，但Agrify（纳斯达克股票代码：AGFY）认为自己是大麻行业的垂直整合解决方案提供商，提供设施设计和施工以及咨询服务。</li><li>然而，对股票给予中性评级的Seeking Alpha撰稿人丹尼尔·琼斯(Daniel Jones)刚刚写道，考虑到该公司的亏损和净现金流出不断增长，Agrify是一个冒险的赌注。</li><li>GrowGeneration（纳斯达克：GRWG）拥有实体店和提供水培产品和服务的大型商业服务业务，是另一家值得关注的公司。年初至今股价下跌66%。</li><li>富国银行最近推出了同等权重评级的GrowGeneration。</li><li>Scotts Miracle Grow(NYSE：SMG)的市值约为$8.8 B，是辅助大麻领域最大的公司。年初至今，其股价已下跌19%。</li><li>虽然不是一个纯粹的辅助公司，Scotts的肥料用于大麻植物的种植。此外，其品牌包括General Hydroponics、Botanicare和Gavita园艺照明产品也广泛用于大麻行业。</li><li>富国银行最近给予该公司跑赢大盘评级。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).</li> <li>Innovative is up 37%year to date, while Power is up 134%.</li> <li>While Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).</li> <li>Five of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.</li> <li>Seeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.</li> <li>A marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.</li> <li>Another star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.</li> <li>While the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.</li> </ul> <img src=\"https://static.tigerbbs.com/95068d19d7c53441b6c338458944fe89\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>该指数中表现最好的两只股票是工业房地产投资信托基金，其持有的财产重点是财产，例如温室是仓库，专门由有执照的大麻经营者使用。它们是Innovative Industrial Properties(NYSE：IIPR)和Power REIT(NYSE：PW)。</li><li>今年迄今为止，Innovative上涨了37%，而Power上涨了134%。</li><li>虽然Innovative专门投资于与大麻活动相关的资产，但Power更加多元化，因为其持有的资产包括受控环境农业（温室）、太阳能农场土地和运输（铁路房地产）。</li><li>Innovative的9处大麻地产中有5处位于加利福尼亚州，而Power的18处大麻地产中除3处外均位于科罗拉多州。</li><li>Seeking Alpha的量化评级非常看好Power，但对Innovative持中性态度。</li><li>NewLake Capital Partners是大麻房地产投资信托基金的新来者，该公司于8月上市。自那以来，该指数下跌了约6%。请注意，它不包括辅助大麻指数。</li><li>该指数中的另一个明星表现者是AFC Gamma（纳斯达克股票代码：AFCG），该公司作为抵押房地产投资信托基金运营，为获得许可的大麻行业公司构建和承销贷款。自3月份首次公开募股以来，该股今年迄今已上涨约15%。</li><li>Seeking Alpha撰稿人奥斯汀·罗杰斯(Austin Rogers)对股票给予中性评级，他表示，虽然该公司目前利润丰厚，但如果拟议的立法获得批准，允许商业银行与大麻公司开展业务，这种情况可能会发生变化。</li></ul></blockquote></p><p> <ul> <li>The best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.</li> <li>urban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"</li> <li>Although in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.</li> <li>However, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.</li> <li>With brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.</li> <li>Wells Fargo recently initiated GrowGeneration with an equal weight rating.</li> <li>With a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.</li> <li>While not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.</li> <li>Wells Fargo recently started the company with an overweight rating.</li> </ul></p><p><blockquote><ul><li>REITs之外该指数中表现最好的股票是urban-gro（纳斯达克股票代码：UGRO），该公司提供室内种植系统和设备。年初至今，该公司上涨了71%。</li><li>urban-gro今年早些时候在纳斯达克上市。8月，Seeking Alpha贡献者股东Unite表示，该公司“处于非常有利的地位，可以从大麻和受控环境农业市场这两个长期增长市场的顺风中受益。”</li><li>尽管年初至今亏损约15%，但Agrify（纳斯达克股票代码：AGFY）认为自己是大麻行业的垂直整合解决方案提供商，提供设施设计和施工以及咨询服务。</li><li>然而，对股票给予中性评级的Seeking Alpha撰稿人丹尼尔·琼斯(Daniel Jones)刚刚写道，考虑到该公司的亏损和净现金流出不断增长，Agrify是一个冒险的赌注。</li><li>GrowGeneration（纳斯达克：GRWG）拥有实体店和提供水培产品和服务的大型商业服务业务，是另一家值得关注的公司。年初至今股价下跌66%。</li><li>富国银行最近推出了同等权重评级的GrowGeneration。</li><li>Scotts Miracle Grow(NYSE：SMG)的市值约为$8.8 B，是辅助大麻领域最大的公司。年初至今，其股价已下跌19%。</li><li>虽然不是一个纯粹的辅助公司，Scotts的肥料用于大麻植物的种植。此外，其品牌包括General Hydroponics、Botanicare和Gavita园艺照明产品也广泛用于大麻行业。</li><li>富国银行最近给予该公司跑赢大盘评级。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783313-why-cannabis-investors-need-to-pay-attention-to-ancillary-companies\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IIPR":"Innovative Industrial Properties Inc","PW":"Power REIT"},"source_url":"https://seekingalpha.com/news/3783313-why-cannabis-investors-need-to-pay-attention-to-ancillary-companies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198001868","content_text":"While it may take a village to raise a child, it takes a large number of resources to grow a healthy cannabis plant.\nInvestors keeping tabs on the cannabis industry are missing out if they are only paying attention to Canadian licensed producers (LPs) and multi-state operators (MSOs).\nThere is a group of companies that are essential -- both literally and figuratively -- to the growth of the cannabis industry: ancillary companies.\nThese companies run the gamut and include fertilizer producers, hydroponic equipment, grow lights, and REITs that own the greenhouses where marijuana is grown.\nNew Cannabis Ventures created the Ancillary Cannabis Index on March 31 to track such companies.Like Canadian LPs and MSOs, after a strong Q1, the index had dropped precipitously.\n\n\n\nThe two best performing stocks in this index are industrial REITs whose holdings focus on properties, such as greenhouses are warehouses, utilized specifically by licensed cannabis operators. They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).\nInnovative is up 37%year to date, while Power is up 134%.\nWhile Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).\nFive of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.\nSeeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.\nA marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.\nAnother star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.\nWhile the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.\n\n\n\nThe best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.\nurban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"\nAlthough in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.\nHowever, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.\nWith brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.\nWells Fargo recently initiated GrowGeneration with an equal weight rating.\nWith a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.\nWhile not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.\nWells Fargo recently started the company with an overweight rating.","news_type":1,"symbols_score_info":{"PW":0.9,"IIPR":0.9}},"isVote":1,"tweetType":1,"viewCount":3207,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/698576332"}
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