GEO Investing

November 2023 Update on Buy On Pullback (BOP) Portfolio 11 Performance [GeoWire Weekly No. 112]

In the September 24, 2023 edition of the Geowire Weekly, we provided insights into Buy On Pullback (BOP) Portfolio 11, which was launched the next day, September 25.

So far, we are pleased with its performance.

At the end of November 2023, the 7-stock BOP 11 demonstrated an average current return of 8.15%, beating the S&P 500 by 1.93%. The average peak return is 21.99%

At this point, it looks like BOP 11 is following in the footsteps of the track record of our impressive historical BOP performances, where 9 out of the previous 10 performed nicely, returning an average of 43.41%.

Read More

A Deep Value Stock That Could Triple and Still Be Undervalued

It’s not often that you see a stock growing its sales and earnings, selling at a P/E of 3x, right under its book value per share, where cash makes up the majority of its book value. I’m looking at one right now that could more than triple to trade at a P/E of around 10x and still be cheap. More on this in a second. I’m not a big fan of labeling stocks as growth or value stocks. Even Warren Buffett mocks such classifications, saying:,

Read More

Q3 Earnings Updates on Two Now Timely Stocks With At Least 100% Upside [GeoWire Issue No. 111]

This week, we’re highlighting clips from the Skull Session Interviews we just had with the management of two companies whose stocks just got more timely. The first is a stock in our pipeline that we have been following since 2020. It is listed in our Run2One Model Portfolio, a selection of stocks trading below $1.00 that we anticipate will surge beyond the $1.00 mark due to their current undervaluation and the potential for substantial revenue and net income growth. I find it ridiculous that this profitable company with high recurring revenue and a low customer abandonment rate is trading at an absurdly low valuation.

Read More

One of Our Run2One Stocks Just Got Very Timely

I’m excited about a stock in our pipeline that we have been following since 2020. This stock is listed in our Run2One Model Portfolio, a selection of stocks trading below $1.00 that we anticipate will surge beyond the $1.00 mark due to their current undervaluation and the potential for substantial revenue and net income growth. The company helps its clients understand their customers’ habits via data collection services and on-site inspections by field agents.

Read More

Navigating Growth and Profitability: Insights from a Skull Session with Bryan McLaren of Zoned Properties [GeoWire No. 110]

Last Wednesday, Bryan McLaren, the CEO of $ZDPY, joined us for a Skull Session Management Interview. For those of you who haven’t been following this stock, ZDPY is a strategic real estate development firm focused on the legalized cannabis sector.

The company helps cannabis operators secure properties that can be used as a cannabis site, whether it’s a retail dispensary, a cultivation site, or a manufacturing kitchen. The company operates via 2 segments:

Read More