Why Trust Us? We’re Simply Different.
Calls to Action
Calls to Actions include alerts on the stocks our team is buying and selling. We do our best to disclose why we make our investment decisions. We generally release about one CTA per week.
GeoInvesting provides institutional-grade research that’s affordable to the everyday investor. Unlike Wall Street investment banks, we don’t get paid by companies to talk about them. The GeoTeam’s research has powered over 11 years of investing success.
Model portfolios focus on specific proven strategies to help us substantially outperform the market. We employ several different themed approaches to manage risk and provide focus on what we believe are our best ideas.
Research Process: EPS Grows Faster than Outstanding Share Count [GeoWire Weekly No. 76]
I was reflecting on a past GeoWire Weekly post from November 2022 where I addressed some factors that made Ufp Technologies, Inc. (NASDAQ:UFPT) a standout case study in what can happen when company management values maintaining the integrity of capital structure while growing revenue and EPS organically and through acquisitions - UFPT, a designer and custom manufacturer of components, subassemblies, products and packaging utilizing highly specialized foams, films, and plastics primarily for the medical market, made eight acquisitions since 1993. The company relied on its strong balance sheet to minimally increase its share count as EPS trended higher from 2004, when its bottom line went positive, to 2022, the first time its adjusted EPS broke $3 per share.
As Silicon Valley Bank Failure Story Unfolds, We Are Staying Focused On What We Do Best [GeoWire Weekly No. 75]
In this Weekly Wrapup, we’re taking a break from our usual subject matter to bring you some material on the Silicon Valley Bank failure debacle to help you understand some different perspectives related to the developing story. “Silicon Valley Bank structured its loans with the understanding that startups do not earn revenue immediately, managing risk based on their business model. The bank's main strategy was collecting deposits from businesses financed through venture capital.” In the end, this event is just another unwinding of the 15 year speculative bubble that will give more credence to stock picking taking precedence over a buy anything strategy. We continue to be very bullish on buying traditional boring growth plus value microcap stock set-ups. Yesterday night, financial regulators declared that depositors of Silicon Valley Bank, which failed on Friday, will be able to access their full deposits beginning on March 13th. They also unveiled new measures to ensure that deposit withdrawals can be backed up throughout the banking system, in response to concerns about contagion following SVB's unexpected collapse last week.
Investing In Canadian Stocks Is Not So Bad After All [GeoWire Weekly No. 74]
I no longer avoid investing in Canada based companies. When you screen for stocks to buy, you might have a desired set of criteria on a quantitative, qualitative and geographical basis. If you isolate your screen to Canada, natural resource companies will dominate your list. If you love to invest in these types of companies, many of which are in the early stages of development and specialize in mineral and oil exploration and extraction, you’d be in luck. Canada is one of the most resource-rich countries in the world as the global leader in potash production and a top five global producer of diamonds, gemstones, gold, indium, niobium, platinum group metals, titanium concentrate and uranium. Canada is also the world's fourth-largest primary aluminum producer, and has the third-largest oil deposits after Venezuela and Saudi Arabia.
Investors Who Use GeoInvesting
Step 1 - Get our favorite stocks Receive quality research Investment Ideas, model portfolios and education
Step 2 - Interact with Geo about ideas, gain insight through all tools geo offers, research that supports it
Step 3 - Decide to massage portfolio alongside Geo, how you know when to sell. Access to convictions, rankings
1 - Premium Twitter alerts/inbox alerts
2 - Research reports/emails/weekly wrap
3 - Podcasts/Podclips and other media/video pitches
We believe we have entered a period where tier one quality microcaps are being aggressively sought out by investors, many of which we have already found and continue to find. These are the types of companies that Co-founder Maj Soueidan built his success on in his 3-decade investing career. In case you are wondering what our tier 1 criteria are for microcap performers, here they are:
- Long operating history
- Strong management
- Management focused on business, not stock price movement
- Generating revenue
- At or near profitability
- High probability turnaround stories
- Insider ownership
- Manageable debt burden
- Ability to grow without excessive equity raises
- Shares outstanding are not excessive
You Might Want to Try GeoInvesting out if You:
- Have invested with poor success, as a long term investor, day trader or swing trader
- Are finally ready to implement fundamental-based investing strategies
- Have investing experience, but want to get better and have access to quality research
- Are thinking about becoming a part-time or full-time investor
- Have invested in passive investments like ETFs and mutual funds, but want to explore stock picking to get more returns
- Would like to know how to prevent your emotions from forcing you to make bad investment decisions
- Are sick and tired of watching YouTube “gurus” talk about how easy it is to make money in the stock market
Micro Machine: Maj Soueidan on Nano Cap Investing with Tobias Carlisle on The Acquirers Podcast