Hot Of The Press Announcement

GeoInvesting has launched a few Model Portfolios since 2016. However, we have been tweaking the Model Portfolio framework over the past few months. The latest is the Open Forum Focus Model Portfolio (launched earlier this year), finally replacing the Legacy Top 5 Faves Portfolio, which delivered a 203.81% average return over the course of its existence, or since 2019. The new model portfolio aims to highlight GeoInvesting’s highest-conviction, earnings per share growth-driven ideas in response to shifting investor sentiment favoring value and quality vs. pure growth stocks, since 2022.

Our stated goal is to add stocks to the Focus Model Portfolio that have at least 50% short-term upside and long-term multibagger upside. Because of our hyperfocus on quality, we are optimistic that this Model Portfolio will eventually exceed the performance of the Legacy Top 5 Faves Portfolio.

A few early stats that support this prediction:

• 4 stocks already attained a return of at least 50%.
• 2 stocks already attained a return of at least 100%.

In this issue, we review what the Focus Model Portfolio alpha over the major stock indexes already looks like:

Just Added The Tenth Stock To The Focus Model Portfolio

A GeoInvesting development some of our subscribers might view as surprising is the reintroduction of a customer experience management company as a high-conviction pick, this time in the Focus Model Portfolio (after having just removed it from the Legacy Top 5 Faves) after stronger-than-expected Q3 results and clear statements on improving profitability. This renewed focus on profitability is driven by management making subtle changes in the company’s blend of on-the-ground services and software solutions. Just like that, with shares just trading a run-rate P/E of 8x, we see multibagger potential. We predict this will be driven by accelerating EPS growth and an expansion of the P/E ratio, driven by growth investors finally being attracted to the story.

Speaking of discovering profitability, another data center stock we have been following closely is making progress toward profitability, bolstered by multiple new contracts, including an upfront cash payment deal that could bring the company to break-even profitability while reducing its reliance on additional capital raises. The stock has already started to climb on the contracts, but the crowd has yet to find this little OTC company

Additionally, an air pollution control systems company has been newly added to our Model Portfolio Universe. Strong demand, a healthy order backlog, and the emergence of new recurring revenue streams suggest significant growth potential for this already very profitable chemical company..

These updates were just a few of a myriad of GeoInvesting’s company coverage as part of deeper conversations during our December 2024 Open Forum reviewing last month’s research and Model Portfolio actions. 

We intend to stay as nimble as we can with our strategies to better align with investor appetite for microcap quality, while taking feedback from our subscribers very seriously. We do this better than anyone else, and as a matter of fact ,we received the messages below from our members IN JUST THE LAST MONTH, which validates our commitment to working hard for our community is delivering alpha for our subscribers

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Hi Maj and Geo team, First of all, all the time and effort you guys put on keeping us informed with news and being to top of everything is greatly appreciated. What you guys do is a titanic task.

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“@majgeoinvesting is great! One of the hardest working guys in microcap. Thanks for the Model Portfolio Updates and Earnings Coverage. Great email update !!!!!!!”

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“Hi guys, Hope you are having a wonderful Thanksgiving. I wanted to express my gratitude for all the hard work you all do at GeoInvesting.” Also wanted to thank you for the new pick. This name seems very under the radar, which is great. I can’t seem to find a lot of folks on message boards following the company.”

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“@majgeoinvesting Please post more about this one [company] with only 1.3 million share float. Thanks for having your service…finding something like this can be very lucrative. I think their earnings will come out very soon. Thanks again great service”

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“Thanks for taking the time to do this.  I think I found [this company] with my own screens, but there is no way I’d have the confidence to size up and hold it without your work.”

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“Thank you for a great December Open Forum. So many symbols.  How do you do it?  I’m interested in 3/4/5, each one better than the next. I have about five symbols of interest from the Open Forum.”

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“””Data Centers are the Dot Com’s of the 90’s.””   Great call.  I’m hiding in less liquid symbols, for now. {these companies]. You do “yeomans work”, if that is a word.” {{yes it is a word – hard, valuable, and successful work, especially when it’s done to support a cause or help a team}}”

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“Thanks for your work and thanks for the format of this email”

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Read More at Our Last 2 Weekly GeoWire Issues, Here and Here