Constellation Brands (STZ - Get Report) is taking a fresh $4 billion stake on Canopy Growth (CGC - Get Report) .

"As Canada gets ready to be able to sell pot, I think people are starting to realize it's not what you think," said TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer.

Canopy Growth's stock surged over 23% on Wednesday to $30.39 a share, is Real Money's stock of the day.