GEO Investing

I guarantee you that Warren Buffett would be buying this stock if he found it in the beginning of his career, starting from a small capital base. Key reasons why I like this stock: it’s a cash-generating machine, an under-the-radar leading manufacturer that just made a move giving it a huge competitive advantage, has executed large share repurchases at higher and higher prices, invested tens of millions of dollars in expansions, is rapidly growing earnings per share, and is still trading at dirt-cheap multiples.

Despite a market backdrop still marked by caution, we continue to perform research, hoping to find some nice underappreciated gems during a time where there is less competition from investors who probably have thrown in the towel in the short term. But I’ll be ready to sell them the shares I’m buying on the dips when the crowd returns. 

April’s Open Forum laid the groundwork for new biotech research, quant integration, and sentiment tools like the Zombie Index. This past week we also covered four – companies (Firan Technology Group Corporat (OTC:FTGFF) (FTG.TO), Perma-pipe International (NASDAQ:PPIH), Lakeland Industries, Inc. (NASDAQ:LAKE), Phonex Holdings, Inc. (OOTC:PXHI) showed how different strategies—from geographic diversification to SaaS pivots—are navigating current market conditions.

We kicked off the week with some M&A action. Agent Information Software, Inc (OOTC:AIFS), which we’ve followed for over a decade, is finally off the board—acquired by Soutron Global in a deal that values the company at $2.34 per share, a hefty 111% premium to its March 27 closing price. Of that, $1.99 was paid up front, with the remaining $0.35 potentially coming in 18 months. AIFS has spent most of this time trading sideways from the time that we published our research report on the company