Bluelinx Holdings Inc. (NYSE:BXC) is a leading distributor of building and industrial products in the US. We started tracking the company in late 2016 as an asset sale put them ahead of schedule in their restructuring efforts. We disclosed our long position […]
A joint article by The Kansas City Star and McClatchy Washington Bureau discussed President Trump’s infrastructure priority list. A quote from the article states: “President Donald Trump’s team has compiled a list of about 50 infrastructure projects nationwide, totaling at least […]
By Maj Soueidan, GeoInvesting Co-founder At times, it can be frustrating to be a microcap investor. Over the past several years, the level of anticipation for a revival in the microcap space has been nothing short of palpable. Much of […]
As investors scramble to find border security and infrastructure stocks that will be direct or even collateral benefactors of Donald Trump’s vow to build a wall on the southern United States border, we have been quietly building our own list […]
By Maj Soueidan, Co-founder GeoInvesting The bullish focus of this brief information arbitrage (“InfoArb”) piece is on Bluelinx Holdings Inc. (NYSE:BXC). Information arbitrage is one of the biggest opportunities in the microcap investing space. It exists when information that is public […]
By Maj Soueidan, Co-founder of GeoInvesting GeoInvesting first noted bullish commentary in Continental Materials Corp (AMEX:CUO) Q1 2016 10-Q, prompting the team to start tracking the company in July 2016. The stock was trading at $16.97 at the time of the Premium Member Alert and now trades over […]
Although we believe that long term investors in Smith-Midland Corp. (OOTC:SMID) will reap the benefits of the company’s successful implementation of key initiatives, it appears that one of the biggest frustrations investors have with SMID is believing that management has turned a […]
My first site visit of the year was to Smith-Midland Corp. (OOTC:SMID). While interviewing management teams behind stocks on my buy list is one of the most valuable aspects of my research process, I also know that just as powerful can be the ability to see first-hand, through site visits, exactly how the company operates.  The SMID on-the-ground due diligence was my continuation of information gathering; from phone to facility.
The SMID site visit arose from our focus on stocks, such as NV5 Global (NVEE), that are benefiting from the U.S spending billions of dollars to rebuild/improve the infrastructure of roads, buildings, bridges and power generation grids.