Next on the hot seat is Net Medical Xpress Solutions Inc. (OTC:NMXS), a company engaged in providing solutions to the telemedicine industry. As with many other microcap stocks that come into our internal momentum screening system, we more often swipe left than right, as most fail our initial litmus test of adhering to the conditions that allow it to enter the next phase of our analysis. We did manage to execute a tepid swipe right with NMXS, a stock we had never covered, but were intrigued with it, when at $0.09, it popped up on our screener after it reported strong Q1 2022 financial results on May 4, 2022. Since then, it’s risen to $0.41, a 355% move.

We know it’s not easy to have a mindset to keep performing research when your portfolio might be getting decimated, but there’s always a bull market somewhere. Even though a diversified portfolio still might not go up during these rough patches, we can maintain some level of optimism by finding a few stocks to cherry pick while we are waiting for things to turn to positive. For example, we’d like to point you to three stocks that entered our research funnel this year. We’ve covered them in either Reasons for Tracking articles or a high alert research summaries. They’ve performed nicely, bucking the market trend.

Keep in mind that one of our goals is to provide you with insights into how we identify red flags while we are performing bullish research. This is especially relevant if you are or want to aspire to become a full time investor. Or maybe you just  really enjoy the research process and digging into companies before you buy them. If that’s the case, then this case study is for you.

On the bright side, we were able to follow through with Friday’s live chat with Verde Agritech Plc (OTC:AMHPF) (NPK.TO) of which we are excited to get the replay to you as early as tomorrow. We were pleased to get to know the company’s CEO, Cristiano Veloso, who was very forthcoming with answers to the questions we posed, so we think you’ll enjoy it. We know the event was a bit early in the morning, but we try to be as accommodating as we can when it comes to most executives’ busy schedules.

While over the past several years, it was possible to achieve great success by investing in lesser quality companies that may have had the potential to become tier one quality companies, the current environment dictates, more than ever, that tier one quality investing is where the majority of the focus needs to be. Revenue and good stories are no longer enough ammo to push stocks higher. It’s back to appreciating companies that can generate cash flow and earnings that are in a good liquidity standing. Like many others before us have stated in times when adaptation was necessary, “when times change, so must you.” So, it’s time to reassess our model portfolios to differentiate between the top quality and lower quality stocks, and which ones lie somewhere in between. We conveyed a #PodClip message by @majgeoinvesting w/ commentary on strategy & focus amid the microcap investing malaise, w/an emphasis on categorizing our Model Portfolio companies based on certain criteria & buckets they might fall into.

we won’t shy away from holding management’s feet to the fire during our live chat events. That is kind of what one of our GeoInvesting Premium Members did in a February 23, 2022 Fireside Chat we had with 2 members of the senior management team, Ed Richardson and Wendy Diddel, CEO and COO, respectively.

Before we go on, we’d like to remind you that our position in MFON is now closed and the stock is no longer in any of our Model Portfolios. We did like the company’s story, and it seemed that the niche MFON operated in was definitely in need of leaders - text message marketing platforms built to help restaurants outperform their peers. Mobivity currently boasts that 30,000 restaurants rely on its intelligent messaging platform to grow traffic and make takeout easier. As the stock climbed, we took another stab at it, adding to our long position at a price of $1.97 in late March 2021, a short time after another appearance by Dennis on Little Grapevine as a follow up and to give more color on what appeared to be bullish indicators that the business was on the cusp of achieving some great milestones and relationships.

The first theme is that of Morning Management Briefings that serve to inform us, and therefore you, about current events pertaining to the companies we follow, especially at times surrounding important events, like earnings. You might already be aware that we conducted a few short conversations, the last 2 on 2/22/2022 being with Jerry Fleming, CEO of Altigen Communications Inc (OTC:ATGN) and Jad Fakhry who sits on Stephan Co (OTC:SPCO)’s Board of Directors, and the first a week before that with Doug Gaylor, President & COO of Crexendo, Inc. (NASDAQ:CXDO) . Below are a few clips from the briefings, 1 from the talk with ATGN and 1 from SPCO that you might find informative.