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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，其持有重点是房地产，例如温室是专门由持牌大麻经营者使用的仓库。它们是创新工业地产（纽约证券交易所股票代码：IIPR）和电力房地产投资信托基金（纽约证券交易所股票代码：PW）。</li><li>今年迄今为止，Innovative 上涨了 37%，Power 上涨了 134%。</li><li>虽然 Innovative 专门投资于与大麻活动相关的地产，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）、太阳能农场土地和交通（铁路房地产）。</li><li>Innovative 的 9 处房产中有 5 处位于加利福尼亚州，而 Power 的 18 处大麻房产中除 3 处外其余均位于科罗拉多州。</li><li>Seeking Alpha 的量化评级非常看好电力，但对创新持中立态度。</li><li>大麻房地产投资信托基金的新来者是 NewLake Capital Partners，该公司于 8 月份上市。自那以后，它已经下跌了约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) 表示，虽然该公司目前盈利能力很强，但如果允许商业银行与大麻公司开展业务的拟议立法获得批准，这种情况可能会发生变化，他对该公司的股票评级为中性。</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>房地产投资信托基金以外该指数中表现最好的股票是 urban-gro（纳斯达克股票代码：UGRO），该公司提供室内栽培系统和设备。年初至今，该公司股价上涨 71%。</li><li>urban-gro 今年早些时候在纳斯达克上市。8 月，Seeking Alpha contributor Shareholders 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>尽管年初至今下跌约 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 是一个有风险的赌注。</li><li>GrowGeneration（纳斯达克股票代码：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>富国银行最近以同等权重评级启动了 GrowGeneration。</li><li>Scotts Miracle Grow（纽约证券交易所股票代码：SMG）的市值约为$8.8B，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>虽然不是一家纯粹的游戏辅助公司，但斯科茨的肥料用于大麻植物种植。此外，其品牌的产品包括General Hydroponics、Botanicare和Gavita园艺照明广泛应用于大麻行业。</li><li>富国银行最近创办了该公司，并获得了跑赢大盘评级。</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，其持有重点是房地产，例如温室是专门由持牌大麻经营者使用的仓库。它们是创新工业地产（纽约证券交易所股票代码：IIPR）和电力房地产投资信托基金（纽约证券交易所股票代码：PW）。</li><li>今年迄今为止，Innovative 上涨了 37%，Power 上涨了 134%。</li><li>虽然 Innovative 专门投资于与大麻活动相关的地产，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）、太阳能农场土地和交通（铁路房地产）。</li><li>Innovative 的 9 处房产中有 5 处位于加利福尼亚州，而 Power 的 18 处大麻房产中除 3 处外其余均位于科罗拉多州。</li><li>Seeking Alpha 的量化评级非常看好电力，但对创新持中立态度。</li><li>大麻房地产投资信托基金的新来者是 NewLake Capital Partners，该公司于 8 月份上市。自那以后，它已经下跌了约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) 表示，虽然该公司目前盈利能力很强，但如果允许商业银行与大麻公司开展业务的拟议立法获得批准，这种情况可能会发生变化，他对该公司的股票评级为中性。</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>房地产投资信托基金以外该指数中表现最好的股票是 urban-gro（纳斯达克股票代码：UGRO），该公司提供室内栽培系统和设备。年初至今，该公司股价上涨 71%。</li><li>urban-gro 今年早些时候在纳斯达克上市。8 月，Seeking Alpha contributor Shareholders 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>尽管年初至今下跌约 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 是一个有风险的赌注。</li><li>GrowGeneration（纳斯达克股票代码：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>富国银行最近以同等权重评级启动了 GrowGeneration。</li><li>Scotts Miracle Grow（纽约证券交易所股票代码：SMG）的市值约为$8.8B，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>虽然不是一家纯粹的游戏辅助公司，但斯科茨的肥料用于大麻植物种植。此外，其品牌的产品包括General Hydroponics、Botanicare和Gavita园艺照明广泛应用于大麻行业。</li><li>富国银行最近创办了该公司，并获得了跑赢大盘评级。</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":{"PW":"Power REIT","IIPR":"Innovative Industrial Properties Inc"},"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":4387,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/698576332"}
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