GEO Investing

Over the last several months, we have been in the process of making some serious changes at GeoInvesting: The look and feel of the front-facing website, The look and feel of the of the premium portal, The type of content we deliver to you, The way we show this content to you, Rethinking, and now ready to implement, the purpose and layout of the Model Portfolios.

Actually, you may have already noticed some of our changes on the front end. However, during this process, some menu items that were present on the previous site layout are missing as we work to redefine the menu structure to improve your navigational experience. For example, the prior version of our website provided the following menu:

This week, we hosted a Management Morning Briefing Skull Session with Bryan McLaren, CEO of Zoned Properties Inc (OOTC:ZDPY), a company currently included in our Run to One (R21) Model Portfolio. This portfolio is specifically curated to identify stocks trading below $1.00 that could have the potential to increase to a price of well over $1.00 if business objectives are met.

McLaren highlighted Zoned Properties’ operating history, management team, and capital allocation strategy, emphasizing their current focus on reaching profitability and driving margin growth.

We created the following clips from our conversation with Bryan:

Bryan’s goal is to meet GeoInvesting’s quality standards of a Tier One Microcap;
The inflection point as a result of deploying smart capital into creative acquisition projects;
ZDPY’s Zonomics relationship for mapping out potential grow and dispensary locations;
What does ZDPY have to do to get to profitability?;
Expansion to non-cannabis verticals.

This week, we hosted a Management Morning Briefing Skull Session with Bryan McLaren, CEO of Zoned Properties Inc (OOTC:ZDPY), a company currently included in our Run to One (R21) Model Portfolio. This portfolio is specifically curated to identify stocks trading below $1.00 that could have the potential to increase to a price of well over $1.00 if business objectives are met.

McLaren highlighted Zoned Properties’ operating history, management team, and capital allocation strategy, emphasizing their current focus on reaching profitability and driving margin growth.

We created the following clips from our conversation with Bryan:

Bryan’s goal is to meet GeoInvesting’s quality standards of a Tier One Microcap;
The inflection point as a result of deploying smart capital into creative acquisition projects;
ZDPY’s Zonomics relationship for mapping out potential grow and dispensary locations;
What does ZDPY have to do to get to profitability?;
Expansion to non-cannabis verticals.

The news of William O’Neil’s passing on May 28, 2023 stirred memories of my early ventures into the world of momentum (aka Momo) investing. O’Neil was an American investor, entrepreneur, and author (“How to Make Money in Stocks” and “24 Essential Lessons for Investment Success”). He was the founder of Investor’s Business Daily (IBD) in 1984 and the creator of the CANSLIM investment strategy. (more on that later)

When thinking about his significant contributions to the field of stock market analysis and investment strategies, I found myself in a nostalgic headspace back to the days when I obsessively began tracking stocks attaining new 52-week highs, armed with nothing more than a pen, paper, and the Wall Street Journal/Baron’s.

Because our next Fireside Chat is with Credit Risk Monitors (OTC:CRMZ), a countercyclical company operating in the credit risk monitoring industry, we thought it would be appropriate to once again draw your attention to a pitch session with Quim Abril, President and Portfolio Manager at Draco Global Fund, during which he presented his bullish take on the company.

As a precursor to the feature with CRMZ, we’d like to focus on 3 clips that will give you a quick bird’s eye view of why Quim is following the company and, in case you missed it, where he thinks the stock could go given a couple of scenarios.

We had a second opportunity to sit down with Cipher Pharmaceuticals Inc (OOTC:CPHRF) (CPH.TO) CEO Craig Mull and CFO Bryan Jacobs on May 18, 2023.

Recall that after having taken a deeper look in 2022 into the the valuation of the company versus its peers and some of the traits it possessed that made the company a stock that we thought warranted a live event with management, we successfully hosted a Fireside Chat with the company in November 2022.

In May 18’s Management Morning Briefing, we aimed to gain a deeper understanding of Cipher Pharmaceuticals’ prospects and how they align with our findings and past discussions.

When a stock of yours is doing well, one of the hardest things you will face is deciding if you should make a decision to take short-term profits, especially if you strongly believe the stock has much more potential in the long run. But it gets even worse. Sometimes we make decisions to hold onto stocks longer than their expiration dates because of the “what if it goes up” thoughts that creep into our minds

You want to hold it, but on the same token, you are not being fair to yourself when your discipline promotes a making-money strategy. 

Now, I could have just as well started this post…one of the hardest decisions you’ll have to contemplate as an investor is to let a stock with great potential sit in your portfolio for a very long time. You have faith, after your hours of due diligence, that it will give you great annualized returns in 5, 10 or 20 years, but what if it doesn’t happen on your timeline?  Would the capital that would have been made available with a more swing-style trade be better deployed in another investment? And should you even preoccupy yourself with these thoughts?