BlueLinx Holdings Case Study – How We Nailed Attractive Entry Point In Shares of This Building Supply Company
Bluelinx Holdings Inc. (NYSE:BXC) is a leading distributor of building and industrial products in the US. We started tracking the [...]
Trump’s Infrastructure Plan: Stocks Are Going to Fly
A joint article by The Kansas City Star and McClatchy Washington Bureau discussed President Trump’s infrastructure priority list. A quote from [...]
Smith-Midland (SMID) Quietly Gains on Infrastructure Spending
By Maj Soueidan, GeoInvesting Co-founder At times, it can be frustrating to be a microcap investor. Over the past several [...]
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Border Security & Trump’s Wall: How Will You Get Investment Exposure? GalleryBorder Security & Trump’s Wall: How Will You Get Investment Exposure?
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Border Security & Trump’s Wall: How Will You Get Investment Exposure?
As investors scramble to find border security and infrastructure stocks that will be direct or even collateral benefactors of Donald [...]
Bluelinx – BXC – Information Arbitrage Takes Center Stage
By Maj Soueidan, Co-founder GeoInvesting The bullish focus of this brief information arbitrage ("InfoArb") piece is on Bluelinx Holdings Inc. (NYSE:BXC). [...]
Continental Materials Corp – CUO – Gets Our Attention
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 [...]
Smith-Midland – SMID – Aims to Please Long Term Investors
Although we believe that long term investors in Smith-Midland Corp. (OOTC:SMID) will reap the benefits of the company's successful implementation of [...]
Smith-Midland – SMID – Site Visit On The Ground Due Diligence
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.