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As We Prep For Fireside Chat with CRMZ Management, a Refresher on Company Through Draco Global’s Quim Abril [GeoWire Weekly No. 86]
Because our next Fireside Chat is with Credit Risk Monitors (OTC:CRMZ), a countercyclical company operating in the credit risk monitoring industry, we thought it would be appropriate to once again draw your attention to a pitch session with Quim Abril, President and Portfolio Manager at Draco Global Fund, during which he presented his bullish take on the company. As a precursor to the feature with CRMZ, we’d like to focus on 3 clips that will give you a quick bird’s eye view of why Quim is following the company and, in case you missed it, where he thinks the stock could go given a couple of scenarios.
We had a second opportunity to sit down with Cipher Pharmaceuticals Inc (OOTC:CPHRF) (CPH.TO) CEO Craig Mull and CFO Bryan Jacobs on May 18, 2023. Recall that after having taken a deeper look in 2022 into the the valuation of the company versus its peers and some of the traits it possessed that made the company a stock that we thought warranted a live event with management, we successfully hosted a Fireside Chat with the company in November 2022. In May 18's Management Morning Briefing, we aimed to gain a deeper understanding of Cipher Pharmaceuticals' prospects and how they align with our findings and past discussions.
When a stock of yours is doing well, one of the hardest things you will face is deciding if you should make a decision to take short-term profits, especially if you strongly believe the stock has much more potential in the long run. But it gets even worse. Sometimes we make decisions to hold onto stocks longer than their expiration dates because of the “what if it goes up” thoughts that creep into our minds You want to hold it, but on the same token, you are not being fair to yourself when your discipline promotes a making-money strategy. Now, I could have just as well started this post…one of the hardest decisions you’ll have to contemplate as an investor is to let a stock with great potential sit in your portfolio for a very long time. You have faith, after your hours of due diligence, that it will give you great annualized returns in 5, 10 or 20 years, but what if it doesn’t happen on your timeline? Would the capital that would have been made available with a more swing-style trade be better deployed in another investment? And should you even preoccupy yourself with these thoughts?
In this edition, we get back to our video focus by covering my appearance as a guest on a podcast hosted by Tobias Carlisle (@greenbackd), The Acquirers Podcast. Tobias is the author of The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market Even though I had this conversation with Tobias in 2020, I thought it would be a great idea to bring it to light again for investors that began following our newsletter since then. It serves as a great primer to get familiar with parts of my full-time investing journey, just in case you have been contemplating upgrading your experience on Geoinvesting through a subscription to our Premium Subscription here. We discussed my early years of investing and some of the most important things that shaped my investing journey. During the interview, we delved into a range of topics including...
Last week, we said that we’d be addressing some of the most common shortcomings that plague investors, and provided a cursory overview of one aspect of the investment process that is often overlooked - deep research. We’ll continue with the “investor oversights and failures” theme as we move through May and June, investigating additional facets that are pain points that must be addressed to become successful. As we continue to ruminate over the next topic, the short term versus long term investing dilemma, we thought that a good prelude to that would be to take a look at some investment scenarios that fit in with that discussion. We’ve covered the topic before, but there is much more to expound upon on the subject that might help us reach some conclusions on the best approach investors should take, or maybe even a blended approach Personally, in the first part of my full time investing career, much of my focus was in trying to find great companies in the meat of their growth cycles, holding them through that growth cycle and then selling them when the cycles were coming to an end. It was a great formula that worked fantastically for me.
Investing mistakes are common. They are made every day by thousands of investors looking to make a quick buck on YouTube hearsay, a Twitter tip, a Reddit forum discussion or “TikTok guru” just out of college. This leads to poor choices, leaving them vulnerable to misinformation, biases, and market volatility. It ultimately jeopardizes their financial goals. Basically, when it comes down to it, there are many corners of the internet that prey on the inexperience of new investors, or the apathy of those who don’t see the value of proper due diligence (DD) to confirm, for themselves, if a certain stock is a legitimate investment, or just one that fits within their investment style. Failure to perform proper DD and document findings is one of the foremost failures that investors face. Unfortunately, it is not the only mistake that is often made. Others include focusing too much on short-term gains, poor portfolio risk management, lack of buy and sell discipline and emotional biases. Over the coming weeks, we’ll address some of these specifically, but today we are going to stick with the research theme since that is the one that in most cases kickstarts the whole process of finding the right stocks.
LMR-focused Company Pitched By Scott Weis of Semco Capital During April 2023 Open Forum [GeoWire Weekly No. 81]
Last week, we held our April 2023 Live Member Open Forum. It was a bit longer, but to be honest, we can’t get away from having 1 longer-running forum every quarter - justifiably so - because earnings season typically raises the intensity with which we operate and increases the volume of stories we have to process. The forum this time around was also made a bit richer because of a guest pitch by a regular research and stock idea contributor/GeoInvesting member, so we didn’t mind the added tape. We invite Geoinvesting subscribers to publish their stock pitches to help you build your research pipeline. At times, we add some of the stocks to our model portfolios. Our research contributors have produced cumulative peak returns of 36,050% over 78 pitches (22 with over 300% returns) since 2015, when we began accepting applications to submit ideas. If you are interested in submitting an idea to be published on Geoinvesting or want to help us to get through our own idea flow generation process, please contact us.
No Lack of Opportunity For This Asset Liquidation and Charge-off Loan Platform Business [GeoWire Weekly No. 80]
The past couple of weeks were active with live Fireside Chat and Management Morning Briefing style interviews with companies that we are watching closely, have written some detailed content on (think RFTs), and/or fill spots on our Model Portfolios. We will continue to strongly suggest that you attend these meetings or at least view the replays, as they offer so much more information than you would glean from earnings conference calls and related press releases and SEC filings. They are an extremely valuable and integral part of our due diligence. WIthout them, it’d be much more difficult and time consuming to profile the companies given the sometimes limited information available on public platforms. It’s a no brainer. The one we held on April 11, 2023 with a company involved in the asset liquidation and charge-off loan platform businesses, Heritage Global Inc. (OTC:HGBL), was particularly timely given the combination of our focus on bankruptcy special situations of late and the case of distressed company $NMCI that caught peoples’ attention when it rallied over 200% when it filed for bankruptcy protection that same day. When NCMI disclosed this news, it put a spotlight on how some companies can potentially emerge from bankruptcy, sometimes cleaner & stronger than ever. Clear success is not a done deal for the company, as there are still many unknowns on how clean it will come out on the other side.
Looking at Power Generation and EV Charging Through The Eyes of Pioneer Power Management [GeoWire Weekly No. 79]
When a microcap company CEO jokes that he and his executive colleagues, across the course of their careers at various ventures, have collectively sold $1 billion worth of products and services, it’s normal to want to hear the rest of what he/she has to say about the things they have up their sleeves. Such was the case with Nathan Mazurek, the CEO, President and Chairman of the Board at Pioneer Power Solutions, Inc. (NASDAQ:PPSI), when he joined us for a Fireside Chat on April 4, 2023. PPSI engages in the design, manufacture, integration, refurbishment, service and distribution of electric power systems, distributed energy resources, power generation equipment and mobile EV charging solutions for applications in the utility, industrial and commercial markets. Before we get into a few of the details of our conversation with the CEO of PPSI, we want to make it clear that even though we had a prior instance of success investing in the stock, it’s been several years since we have followed the company in great depth and are just getting acclimated with the company’s new business model. Our current opinion is that PPSI is definitely worth keeping a close eye on due to a huge acceleration in revenue growth (and revenue growth guidance for 2023 of 50%), but we need to be convinced that the company has reached a point where it can operate profitably on a consistent basis.
In light of the volatile market conditions we are facing, we have been focusing on topics such as: Recession Resistant Stocks. Company Turnarounds. Boring but Slow Growing Companies. Microcaps with Big Cap Revenue. For this Monthly GeoWire issue, as a followup to our short prelude on on Chapter 11 exits, we are once again focusing on successful Chapter 11 exits - companies that have weathered their own respective storms through debt and bankruptcy filings and have not only emerged successfully, but performed remarkably well since then, both in terms of performance and stock price. I am no stranger to investing in and studying Chapter 11 companies. Before I launched GeoInvesting in 2007, I invested in stocks after they emerged from Chapter 11. My journey in this genre of special situations started with Storage Technology (STK) in 1990. As a matter of fact, this was my first foray into special situation investing. A few years later, I bought shares of paging companies MetroCall and NII Holdings, two companies that were casualties of the dot com and related telecom bubble. They both ended up turning into multi baggers. Before Monster Beverage Corporation (NASDAQ:MNST) was the energy drink we all know today, it went through a Chapter 11 bankruptcy under the name Hansen Natural Foods (HANS). I captured a tiny piece of its Multibagger history, as I discuss later.
Top Tier Microcap Companies to Present in Las Vegas, Maj Soueidan to Moderate [GeoWire Weekly No. 77]
I recently had a conversation with Bobby Kraft from Planet Microcap where we discussed what a Tier One Microcap is and announced the Planet Microcap Showcase in Las Vegas that will be taking place from April 25 to 27, 2023. I made it clear to Bobby that if he wanted me to attend this year he would have to carve out a Top Tier Track. We came to an agreement. On Wednesday, April 26, I will be moderating presentations by the management teams of Top Tier Microcap or those possibly on their way to meeting the requirements indicative of top tier companies We plan to give each company the floor for 10-15 minutes, followed by a Q&A for a live audience. The management teams from the following companies within our coverage universe will be presenting...
I was reflecting on a past GeoWire Weekly post from November 2022 where I addressed some factors that made Ufp Technologies, Inc. (NASDAQ:UFPT) a standout case study in what can happen when company management values maintaining the integrity of capital structure while growing revenue and EPS organically and through acquisitions - UFPT, a designer and custom manufacturer of components, subassemblies, products and packaging utilizing highly specialized foams, films, and plastics primarily for the medical market, made eight acquisitions since 1993. The company relied on its strong balance sheet to minimally increase its share count as EPS trended higher from 2004, when its bottom line went positive, to 2022, the first time its adjusted EPS broke $3 per share.
As Silicon Valley Bank Failure Story Unfolds, We Are Staying Focused On What We Do Best [GeoWire Weekly No. 75]
In this Weekly Wrapup, we’re taking a break from our usual subject matter to bring you some material on the Silicon Valley Bank failure debacle to help you understand some different perspectives related to the developing story. “Silicon Valley Bank structured its loans with the understanding that startups do not earn revenue immediately, managing risk based on their business model. The bank's main strategy was collecting deposits from businesses financed through venture capital.” In the end, this event is just another unwinding of the 15 year speculative bubble that will give more credence to stock picking taking precedence over a buy anything strategy. We continue to be very bullish on buying traditional boring growth plus value microcap stock set-ups. Yesterday night, financial regulators declared that depositors of Silicon Valley Bank, which failed on Friday, will be able to access their full deposits beginning on March 13th. They also unveiled new measures to ensure that deposit withdrawals can be backed up throughout the banking system, in response to concerns about contagion following SVB's unexpected collapse last week.
I no longer avoid investing in Canada based companies. When you screen for stocks to buy, you might have a desired set of criteria on a quantitative, qualitative and geographical basis. If you isolate your screen to Canada, natural resource companies will dominate your list. If you love to invest in these types of companies, many of which are in the early stages of development and specialize in mineral and oil exploration and extraction, you’d be in luck. Canada is one of the most resource-rich countries in the world as the global leader in potash production and a top five global producer of diamonds, gemstones, gold, indium, niobium, platinum group metals, titanium concentrate and uranium. Canada is also the world's fourth-largest primary aluminum producer, and has the third-largest oil deposits after Venezuela and Saudi Arabia.
As far back as I can remember, I put an outsized focus on special situation stock investing because I knew that in some instances, the rewards I could reap from certain outlier circumstances would be worth the research. And it just made investing more fun than a standard value investing approach. I originally used a written list that laid out a framework for what I was looking for on a daily basis across press releases and Security Exchange Commission (SEC) filings at SEC.gov. Yes, written… Remember I am old! Later, when I started Geoinvesting, each member of my team had a physical printout of the list so it could be readily visible as an outsized 8.5 x 11 inch post-it note. Regardless of what position one held at Geo, I made sure that each team member was exposed to the our research process to some degree, with the aid of checklists, even if the list became pinned underneath a paperweight, taped to one of the many whiteboards I had floating on each wall when we used to work in “offices”, or handed back and forth between my colleagues if one went missing prior to a new printout.
When you think of individuals such Carl Icahn, Ronald O. Perelman and Nelson Peltz, you might think of their knack for business acumen, successful fund management and even philanthropy. However, there is one aspect of these personalities’ exploits that might get overshadowed by the overarching themes of their achievements - a specialty in turning businesses around. The reason it is a specialty is because not everyone has the means or frankly, the guts, to put plans in place to take a failing company and turn it around. Last week’s foray into the world of executives and portfolio managers at activist fund 180 Degree Capital Corp. (NASDAQ:TURN), Kevin Rendino (CEO) and Daniel Wolfe (President), touched on the reasons why companies consider and ultimately agree to shift the innards of their businesses around. In the end, it really comes down to making them attractive enough for investors to put their money into. We’d suggest that you catch up with that column after reading what we have lined up today. So, speaking of turnaround specialists, we wanted to bring attention to a few famous ones who excelled at buying or taking a stake in underperforming or struggling companies to help them achieve profitability in various ways. We’ll touch upon notable investments made by the turnaround specialist investors above.
Having been through 3 bear and 2 bull markets, our history is rich. We’ve accomplished quite a bit on both sides of the equation, recently experiencing the brighter side of things from March 23, 2020 (Covid trough) to January 3, 2022 before a microcap winter for many, including us. During this period of nearly 21 months, we posted an average 134.96% rise in holdings that were initiated after December 31, 2016 and closed and/or still open by the time the bull market ended (a total of 67 unique model portfolio stocks). Yes, while it’s true that the 2020 Covid bull run was a great outlier period when it was hard to lose money, we still managed to beat the S&P by 20%. Furthermore, the stats we highlight later will show that we had above-average returns well before this 2016 to 2021 timeframe. As an initial example, in each of the last 10 years going back to 2012 through the year 2021, we’ve logged at least 7 stocks per annum that have gone on to at least double during our holding period. When 2022 came along, it created another challenging period for investors. Last year put into perspective just how unpredictable and frustrating investing can be, especially when you are dealing with a group of stocks that investors might tend to ignore or abandon, lending to thin trading and extended periods of price stagnation or decline. When some of 2021’s duds turned into 2022 duds, we knew we were in for a disappointing ride. But a little later, we’ll get into the strategies we are employing that are perfect for the next bull market, which we feel is right around the corner. Our goal is to even better the performance we logged in the prior bull markets.
It’s true. There are a lot of investors and hedge fund managers in the realm of microcap investing that have breathlessly echoed what we have been saying about the advantages of investing in the space for some time. We’ve also been saying that the selloff in many microcap stocks is overdone and it’s time to really pay attention to where the growth and value are. Investment ideas don't have to be screaming in your face at close range. Sometimes it is nuanced, which is why we are so keyed in on deeper research, be it by virtue of idea generation or education, and connecting with the content of peer analysis and discoveries outside the walls of GeoInvesting. So, for the third week in a row, and on the heels of last week’s highlight video reel of our conversation with Vittorio Bertolini, we are focusing on another professional who publishes third party content - Seeking Alpha Contributor, The Institute for Innovative Development (IID), who endeavors to be: “...an educational and business development catalyst for growth-oriented financial advisors and progressive financial services executives who are determined to grow their firms in a business environment of accelerating business and cultural change.” As you might expect and as conveyed by its business model, IID’s columns are intended to be learning fodder for professionals interested in the perspectives of those in networking and business activities to find commonalities across a spectrum of next-generation investment instruments.
In concert with one of our favorite themes of highlighting compelling content from other investors, this week I have opted to bring you another investment thesis from a peer who also focuses on micro to small cap companies. Last week, we shared a pitch from a hedge fund that is putting stake in a money services company that it believes is grossly undervalued and whose opportunities are misunderstood or discounted by investors who think foreign bank notes don’t have a bright post-Covid future. So, after another bout of research from “around the web”, we found an intriguing pitch from a Seeking Alpha author who wrote on a dividend-paying microcap company that designs, manufactures, and sells recreational fiberglass powerboats for the sport boat, sport fishing, and jet boat markets worldwide.
Hedge Fund Assigns a 3-year $70 Price Target on $18 Stock in Finance Industry [GeoWire Weekly No. 69]
While perusing through Twitter, I came across a tweet that highlighted an investment letter by a long/short hedge fund based in New York, which included their bullish thesis on a company, together with its subsidiaries, engages in the money service and payment businesses in the United States and Canada, with a general increase of those activities in some select foreign countries.” A segment of the company’s operation deals with banknotes, which are "bills" or forms of currency that one party can use to pay another party. What caught my attention was that hedge fund has a three year price target of $70 on the stock, and it's currently selling at $18.69 with a P/E ratio of 10.5. We’ll get into the investment thesis in a second. It’s not often that we seriously track companies that are in finance related industries, but when the stock came across our screener in June of 2022, we couldn’t help but do a little more investigating into the fundamentals that were improving, of which success is dependent on some predominant trends in the travel sector that deals with international currency and payments.
We Are Paying Attention To This Nearly 100 Year Old Customer Experience Company [GeoWire Weekly No. 68]
This January, our first Fireside Chat was with a nearly 100 yr-old company that takes a multi-channeled, technology enabled, approach to customer experience (CX), operating through three segments: Marketing Services, Customer Care, and Fulfillment & Logistics Services. It's not our first talk with a company involved in a part of that industry, who dealt with customer satisfaction and employee standard operating protocol management, which could be viewed as a subset of CX. We argued that in the post-Covid era there would be an increased need to put an emphasis on the way businesses understand their customers, and why it’s now more important than ever. As the world sees it, there is plenty of room for CX to grow. A study conducted by Grand View Research determined that...
In light of the riskier market environment we are in, I have been writing to you about our new Recession Proof and Recession Resistant Model Portfolios. A great related next step is to dive deeper into the tunnel and focus on the topic of Chapter 11 Bankruptcy and how to profit by focusing on two buckets: 1) Companies that survive a bankruptcy process. Will Muscle Pharm Corp (OTC:MSLPQ) be a candidate? 2) Companies whose businesses will actually benefit as bankruptcies increase.
We’ll be getting back to the normal Monthly GeoWire format next month, but we wanted to take this first edition of the new year to look back at everything we were up to in 2022. Don’t worry, we will be getting back to our normal video format starting in February. This month’s GeoWire will be split up into 2 issues - one today, and the other next week. A lot happened in 2022, and we thought it was best to split it up into two separate posts to be able to put adequate focus on the themes we want to discuss. This Week: The stock market and recession, our new Model Recession Portfolios, and still the chance to participate in our special offer for 2023.
In 2016 we addressed the dichotomous approach to understanding the differences between generally accepted accounting principles (GAAP) and non-GAAP earnings. There are ways they should be scrutinized when trying to get a sense if numbers being reported by a company are a true representation of what is going on at the net income level. Non-GAAP financials are also referred to as “adjusted.” For example, “adjusted earnings per share (EPS) or “adjusted earnings before interest taxes & depreciation & amortization (EBITDA). Because we plan on delving into this subject in a Tweet thread that we anticipate will engage our investor network and extensions thereof, we feel it is a good idea to give another primer on the subject, especially since GeoInvesting’s Premium Subscriber base has grown substantially since 2016. If part of your investment strategy is executing bullish or bearish short-term stock trades on earnings report news flow, it’s extremely important to understand if the GAAP and Non-GAAP earnings per share numbers being reported in a press release are “clean”.
The sales, earnings and thus share prices of cyclical stocks (cyclicals) tend to fluctuate with the overall economy and are associated with industries that are heavily affected by the economic cycle and consumer demand. (Example: stocks in the automotive, airline, hospitality, housing, building material and retail industries). Cyclicals do well when the economy is strong and consumer demand is high, and conversely, can suffer when the economy is weak and consumer demand is low. This makes them an attractive investment class for those who are skilled at identifying economic trends or when it becomes fairly obvious that an economy is peaking or bottoming.
When Operating Leverage Is Considered A Multibagger Catalyst (An InfoArb Christmas Present)? [GeoWire Weekly No. 64]
While it’s certainly been a tough investment environment in 2022, RWWI is now sitting at $20 per share, an all-time high, and 5 times its price at the time of the article. It has basically turned into a quintessential case study for putting an emphasis on operating leverage trends as a potential way to spot a multibagger in the making. Now that growth at a reasonable price (GARP) investing is back in focus, we are going to keep our eye open for these types of setups. There were other bullish factors at play, such as its recurring revenue model, its position as a prime acquisition target, and very unique relationship with Autodesk, Inc. (NASDAQ:ADSK) for which it was not only a reseller but also a developer of add-ons to extend the utility of the software it sold. So, this brings us to another stock on which we’d like to begin to put a spotlight based on operating leverage. We’d like to do a similar analysis, more comprehensive analysis like the one we put out on RWWI, but we have yet to look at additional factors that might lead us to write a full RFT.
In this stock market environment, think of a dividend as a welcome gift that tempers any pain you might be going through as you wait for things to come back to normal. Furthermore, we believe the company’s involvement in the healthcare services industry allows it to possess traits that make it “Recession Proof.” A little later in this post, we refer you to a forum clip where we touch upon what it means for a company to be recession proof versus recession resistant. So, we spoke with a company representative in early November to pre-qualify it for a Live Fireside Chat that will be accessible by and exclusively archived for you. We are in the process of scheduling this call, as we believe the stock has the potential to double. We've clipped out a section of our December 2022 Monthly Open Forum where Maj talks about the stock and the reasons why there is a potential for it to claim a spot on our Favorites list.
This week, the video component of our monthly newsletter series continues with 5 insightful video clips from Jim O'Shaughnessy, parsed from a “Talks At Google” interview moderated by Saurabh Madaan. Jim O'Shaughnessy, investor and founder of O'Shaughnessy Asset Management LLC, discusses what it takes to be a successful active investor. He shines a light on the contrast between active and passive equity investing including the associated risks and rewards. O'Shaughnessy covers several traits required by successful active investors, including patience and persistence, a strong mental attitude, a focus on process over outcome, and the courage to ignore forecasts and rely on one's own research data. O'Shaughnessy also offers guidance from his years of experience as an active investor, citing key points from his book What Works On Wall Street. He discusses the importance of momentum and earnings in putting together your portfolio. He also delves into market cap, lottery stocks, shareholder yield, and applying long-term data in one's investment strategy. We hope that you enjoy O’Shaughnessy’s insights into what it takes to be a successful active investor. Hint, it’s much harder than you think.
On December 6 to 8, 2022, Bobby Kraft hosted a Stock Pitch World Cup™ that featured pitches from Team USA and Team Europe. Representing USA was Maj Soueidan, co-founder of GeoInvesting, who brought with him MS Microcaps analyst Jan Svenda (@jansvenda), Quim Abril, founder of Draco Global (@abrilquim), and Scott Weis of Semco Capital (@SemcoRealEstate) to present the ideas of Paysign, Inc. (NASDAQ:PAYS), Phonex Holdings Inc (OOTC:PXHI) and Assertio Holdings, Inc. (NASDAQ:ASRT), respectively. Every member of the squad has contributed each of these ideas to the GeoInvesting community in the past, and in this case expanded on their convictions, providing insight into their current views and reasons why the stocks continue to be top selections in their portfolios.
We’re back from our meeting we had with Konatel Inc (OOTC:KTEL) over the weekend, where we were able to introduce a panel 5 of the company’s top decision makers who were able to go into great detail about their roles. After having held this event, we’re more confident than ever that we made a great decision to follow through with what we feel is a very unique way to connect shareholders with management. It gave the execs a chance to address tough questions in a more intimate and casual setting, over a round of golf.
There’s going to be certain times when you need to think twice before believing bullish commentary from management teams. You need to understand that that bullish commentary can change on a dime. I learned this lesson when considering investing in some technology stocks right before and during the dotcom bust. At that time, as risk was escalating, many technology company management teams I interviewed commented that they saw no problem with their industry. They assured me that they’d be able to navigate an economic slowdown. Well, that couldn’t have been further from the truth as many of these companies pivoted on their bullish stance just weeks after these interviews.
There was a good amount of optimism within the company’s 2021 10-K and 2021 Q1 communications about the prospects of a post-pandemic normalization, which led to our favorable take on the valuation on what we thought was a reasonably valued stock with some upside if certain things played out: “VIDE is trading at 0.7x TTM price to sales multiple which we believe is not that unreasonable if the company can reach consistent profitability, considering the positive growth outlook management has communicated for the remainder of its 2021 fiscal year. We also like management’s shift to focus on cyber security which could also be a reason to assume that shares could eventually trade at a price to sales multiple well in excess of 4x.” Long term price appreciation never materialized, but to be fair, as seen below, the company’s fiscal 2021 results did actually come in at an aggregate year over year increase, sending the stock to a brief high of $3.10. You could say, if just for a short moment, that the results supported the company’s outlook. However, investor conviction in the stock waned almost immediately, with the price settling back to its pre-financials levels.
We’d like to visit another story that could just as well have been part of our last weekly segment to prove that some management teams just get it right. We wanted to offer it up as another example of an almost perfect implementation of the use of capital, be it raised funds or cash on hand, to grow a company in an accretive manner through acquisitions. It’s basically a testimony on the fiduciary responsibility of public companies to handle the funds the way a public company should, as expected by shareholders.. The company in focus today is UFP Technologies, Inc. (NASDAQ:UFPT). The Company is a designer and custom manufacturer of components, subassemblies, products and packaging utilizing highly specialized foams, films, and plastics primarily for the medical market.
Our monthly newsletter series continues with our new, alternative format of highlighting insightful video clips and discussions that give you a glimpse into personalities that have paved the way for many investors to approach various investing strategies to find what best suits your preferences based on your own goals. From education and strategies to case studies, below we have lined up three personalities today to help you further understand a particular theme we have been highlighting which we believe is particularly relevant in today’s market environment - GARP (Growth At A Reasonable Price), It’s a topic we have heavily focused on throughout 2022 and in the past have described it as follows:
On most occasions, our microcap company standard of 50 million or less shares outstanding is and will always be unwavering. Now, you’re probably saying, ”it’s not the number of outstanding shares that matters, it’s the value per share of certain statistics like earnings per share and valuation ratios like price to earnings and price of sales multiples that matters when determining if a stock is undervalued.” While this may be technically true, think about it this way - A company that has a lot of outstanding shares may be giving you a clue that multiple offerings came about because the company was unable to use the money it’s been raising to grow cash flow, potentially raising red flags on the effectiveness of management.
My analyst team at MSM thinks it may have found what will be a classic successful ‘Big Cap Microcap’ (BigCapMicro) case study in a company that provides healthcare communication solutions internationally, delivering clinical information to care teams to enhance patient outcomes (clinical communication technology to hospitals). The company has two divisions, wireless (traditional paging) and related software services to manage the flow, delivery and analysis of communication. Some of its services include subscriptions to one-way or two-way messaging, voicemail services, call center services, equipment loss or maintenance protection, and selling devices to resellers who lease or resell them to their subscribers.
CNBC, in true brand-name mainstream media format, makes it perfectly clear that it will take the negative over the positive…it just makes for better provocative investor banter and retweet fodder. It’s not the only outlet that does this, but we’re going to use them as the example of their complicit omission of any positive comments that might come out of a source that screams fire on a regular basis…say those of, for example, JPMorgan Chase & Co. (NYSE:JPM) CEO Jamie Dimon. Like him or not, Dimon is a provocateur in his own right. And CNBC likes that. We’d venture to say that the cabal of mainstream outlets breathlessly run with replays and snippets of his interviews and conference call commentary because it will invariably fit the expected narrative
Knowing that some of the inflation indicators that investors fixate on are lagging indicators, we want to beat the market to the punch. Accordingly, we have to be prepared by continuing to look for Tier One Quality microcap companies or maybe even ugly companies that might turn into quality selections, and in particular dissect Q3 press releases, earnings conference call transcripts and SEC filings that might unveil clues of softening inflation that could lead to the Federal easing interest rate hike goals. Who knows, moves by the Fed might happen sooner than later, surprising the market. We’ll be monitoring supply chain commentary as well as commodity price action, mainly in the food area and other hot pockets in the inflation number cited above.
This month, we are continuing our video clip and discussion series that gives you a glimpse into the personalities that have paved the way for many investors in how they approach different strategies to find the best stocks in the market. This month we are continuing our video series, highlighting 3 full length videos that we believe are too good to be clipped. One video we picked for October is salient because we’re at a moment in history when keeping your emotions in check is as important as ever. We’re also putting a spotlight on replays of live management interviews we hosted for two companies - one for Richardson Electronics, Ltd. (NASDAQ:RELL), an electronic component/engineering design company hitting on all cylinders, and the other on a high risk turnaround restaurant play, Muscle Maker, Inc (NASDAQ:GRIL).
Does Recent LGL Spinoff MPTI Offer a Decent Value Proposition?; Grilling GRIL’s CEO [GeoWire Weekly No. 53]
Another highlight of this past week was our comprehensive Fireside discussion with an executive at Muscle Maker, Inc. (NASDAQ:GRIL), a company that delivers high-quality healthy food options to consumers through traditional and non-traditional locations. Joining us was the company’s CEO and Secretary, Michael Roper, who has been in the food franchising business for 22 years. He “started off in restaurants in the year 2000 as a Quiznos franchisee out of the Chicago area.” Michael referenced his story as having been a “mailroom to the boardroom” saga that at the time culminated with him being the Chief Operating Officer of Quiznos worldwide.
On September 15, 2022, our Co-founder presented at the MicroCap Leadership Summit, an annual event hosted by MicroCapClub, a platform for experienced microcap investors to share and discuss ideas on stocks trading at valuations of less than $500 million. He was asked to pitch a company to the Summit’s audience, so he came through with the reasons why Spar Group, Inc. (NASDAQ:SGRP) deserved to be a company worthy of a close look. The company provides merchandising and brand marketing services worldwide He prefaced his pitch on SGRP with a little about Geo and himself, and what you may know by now to be GeoInvesting’s focus on the qualities we believe that Tier 1 Quality microcap companies should have:
As Oil Field Chemical Company Enters Radar, Let’s Make Sure We Are On The Same Page On InfoArb [GeoWire Weekly No. 51]
We may have found an information disconnect with another company. While we pulled the trigger right away with ESCC, it’s not always a given that we will do so with all information arbitrage plays, nor is it a given that we are entirely comfortable with going too gangbusters on our commentary, especially if it’s a company that operates in a field we are not too well versed in. This is the case with oil field chemical company,, when on August 15, 2022, the company filed a Management Discussion & Analysis document in conjunction with its Q2 financial results. It should be noted that we missed the filing when it came out but are using this as an example of how detrimental it can be to miss valuable information. In other words, while it would have been nice to have tracked it from ground zero, we’re not sure we would have bought the stock.
We are following a stock that has something in common with an historic stock market milestone - the year 1929. The span of time between 1929 to 1939 marked a 10-year era known as The Great Depression, a protracted event that many argue had a multitude of causes, both domestically in the United States and worldwide. The US saw a major decline in the stock market, falling consumer prices (deflation) in the midst of a major shift in product manufacturing techniques, joblessness, and an eventual slowdown in global trade that brought commerce to a fraction of what it once was just years before. Ironically, we are now following a manufacturing company that was incorporated the very year marked by the beginning of the Depression. (although it was technically founded in 1880). If you think about that for a second or two, it’s not often you can find a company that has been around for 140+ years. As you may know by now, our first criteria in our tier one quality microcap checklist is “long operating history.”
This month, we are changing things up a little to highlight some useful video clips and discussions that will give you a glimpse into the personalities that have paved the way for many investors in how they approach different strategies to find the best stocks in the market. This month we wanted to highlight a particular theme that is relevant in today’s market environment - dealing with volatility and our belief that traditional value investing strategies are about to stage an epic comeback.
Fitlife Brands Inc (OTC:FTLF) is a manufacturer and marketer of nutritional supplements for health conscious consumers in the United States and internationally. We’re going to start watching FTLF a little closer due to the contents in a mid-year shareholder letter that the company issued in a July 8k in conjunction with its December 2021 year end results. You can see our prior coverage on FTLF here. GeoInvesting research contributor, Avram Fisher, published his bullish thesis on July 29, 2016 at a price of $3.45. We subsequently published a ‘Reasons For Tracking (RFT) piece on the company on November 23, 2018 at a price of $1.38 (report prices adjusted for splits - 1:10 on 4/16/2019 and 4:1 on 12/8/2021).
For you on this labor day, keeping with our promise to break out the stock pitch clips from Maj’s discussion with Quim Abril, they are now available for viewing. Extracted from the August 29, 2022 Podcast between Maj and Quim are segments on...
Continuing to Converse About the Strategies Behind GeoInvesting’s Stock Idea Discovery [GeoWire Weekly No. 47]
It’s ironic that company filings, earnings conference call transcripts, social media, letters to shareholders, data sources, and the internet have made it easier for investors to find InfoArb and use it to their advantage, but so many fail to do so. Why? Besides possibly not having a time to go through all these sources of information, now that more information is available than ever, it’s everywhere, so where do you start? We find the conference call transcripts to be particularly valuable resources. It’s exciting to know that when companies report their quarterly earnings, the “accomplice” to great findings might be that not-so-well-attended live conference call. The call’s transcript will then reside on platforms like Seeking Alpha and Sentieo, which we happen to subscribe to.
It’s Not Just A List, But a Discussion on the Top Things to Look For in Microcap Investments [GeoWire Weekly No. 46]
We believe that stock ideas coming to fruition, especially as a direct result of many of the tenets we use to evaluate the fitness of an investment, are the bright spots when the pervasion of negativity slams the market. These tenets, or as we like to call them, Tier One Microcap Criteria, are at the core of our discoveries in the microcap investment arena. Maj and our new GeoInvesting team member, Sanjay Amarnani, discussed the top 10 of these criteria in detail.
We are in the thick of the calendar Q2 earnings season. This 2022 quarter in particular is a bit of an anxious one since we want to see many of the companies we cover start to follow through with hopeful statements they might have made several quarters back while covid disrupted business operations across the board. Investors are getting weary, and as some larger cap companies are leading the way in what seems to be a stealthy market recovery, it could be an indication that this success is a macrocosm of things to come across the board.
This month we will be taking a more comprehensive look into some Studs from GeoInvesting, we will be analyzing 3 companies that have already seen significant upside since our initial coverage. However, that doesn't mean that we believe that all of these stocks have reached their full growth potentials. So, let's jump right in.
Surprise Live Open Forum Guest Hudson Technologies, Inc. (HDSN) Dives Into New Relationship With Lennox [GeoWire Weekly No. 44]
At the last moment we were able to usher in a special guest company, Hudson Technologies, Inc. (NASDAQ:HDSN). HDSN is a refrigerant services company that provides solutions to recurring problems within the refrigeration industry, primarily in the United States. The company's CEO, Brian Coleman, elaborates on the company's growth, gross margins targets and expectations in the Hydrofluorocarbon (HFC) reclamation industry (in which the company plays a significant role), industry consolidation, HDSN's advantages on the regulatory front and what the business initiatives that the company’s financial guidance does not account for.
Why is it so important to join us in our live events like the Fireside Chats and Management Morning Briefings. The Fireside Chats are by invitation only, and are intended to accomplish several things like: Learning about company management and their histories, qualifications and goals; A conceptual understanding of the companies in general; Question and answer sessions that both we and our members can take a part in; Garner any new bits of information that might make for actionable moves on our part
In our July 7, 2022 podcast with Tobias Carlisle, the Founder of The Acquirer's Multiple, we got a really great perspective on this subject matter that fits nicely in the narrative of large cap overvaluation vs. opportunity in smaller stocks poised for growth on the basis of their underlying fundamentals. He visited a phrase coined the “Nifty Fifty” that in two instances, decades ago, was applied to a group of stocks that were very relevant to investors who were looking to capitalize on what turned out to be disruptive, or popular high growth stocks, like $MS, $GE and $WMT. Tobias recounted how history kind of repeated itself on these two occasions - during a boom in the 1960s to 70s, and in the wildly notorious dot com era, however it was not just relegated to those time periods. He pointed to other historical patterns when investors successfully sought only high growth stocks, but while that was the ebb, the antithesis was the subsequent flow of value that crept into the equation - the so-called mitigator, the antidote - to keep things in check for a while after growth stocks or markets corrected.
If it’s one thing that the last 30 years have shown me, it’s that there’s always a counterculture brewing somewhere, and that it manifests itself in many forms. Political, societal, music, and fashion norms are written in history until they are challenged and rewritten. At times, they even become the norm again as if to succumb to some kind of reincarnation helped along by generations exploring a side of life that they’ve read or heard about but never experienced. In most cases, an entirely unique chapter emerges for an undetermined period of time, leaving those set in their ways scratching their heads in wonderment as to “how this could have happened”.
Our company of the month is a leading provider of innovative solutions to recurring problems to keep the air in the environment clean. We had the pleasure of interviewing both their CEO and CFO in a Live Fireside Chat this past month and we were happy to learn more about the company and hear their insights into its growth strategy. The company reported blowout Q1 2022 results with sales nearly tripling to ~$85 million vs. the prior year, with an EPS ballooning to around $0.60 vs. a loss. We believe we could be looking at a real home-run here, even in the short-run.
It was due time for a conversation between The Acquirer’s Multiple founder Tobias Carlisle and our own Maj Soueidan as they navigated the various current affairs and subjects of the small and microcap world and outlook for value investing strategies. The first time they met was on Tobias’ own show, and we only thought it appropriate to reciprocate by hosting him this time. Several of the subjects were very familiar to us, especially those that included how the last decade of investing in microcaps has been a bit tricky. So, naturally, the conversation parlayed into the various strategies and mindsets needed to be a successful investor.
KonaTel CEO Sean McEwen and President & COO Charles Griffin Break Down Recent Loan and Service Distribution [GeoWire Weekly No. 39]
On June 24, 2022, when we spoke with Sean McEwen, the CEO of Konatel Inc (OOTC:KTEL), we went into the conversation hoping that he would go into sufficient detail on the progression of the company’s business, especially in light of the $3 million dollar loan they just closed to fund the purchase of phones it distributes to low income households who sign up for the company’s government subsidized telecom services. Sean talks about how the company analyzed the cost benefit of taking out a loan at 15% interest versus issuing dilutive capital and the speed at which the loan could be repaid as it drives a significant expansion of its recurring revenue customer base.
We know it’s been a tough market environment, and we’d like to thank you for sticking around while we wipe the grime of the first half of 2022 off our chins. Out of 2021 came 8 multibaggers, some eclipsing 200% in gains. However, as you know, holding onto those games in 2022 has been challenging. The current environment underscores a few themes: *Nothing lasts forever, *When times change, it’s necessary to potentially change or massage strategies to accommodate the new environment, *Money can be made in any market condition, *Portfolio management is needed to lock in gains and add shared to quality stocks around volatility. So, as bad as it’s been for some of the legacy stocks that have been in GeoInvesting’s coverage universe since 2007, we have quietly tweaked our strategy for the new 2022 value investing theme to identify qualifying stocks in our universe, as well as new stocks to highlight.
Searching for companies that will either solve or alleviate pressure points are great places to hunt for winning stocks in this type of environment. You can explore another interesting angle by seeking out companies that can help other companies save money. By receiving help, they can compete more efficiently by reducing costs to deliver their products and services. And after taking a deep dive into GeoInvesting’s stock coverage universe spanning 15 years, We have found 5 stocks operating in diverse industries that fit the bill. But what’s even better about these five stocks is that they should do well whether we enter a recession or not. They’re great companies with sound business plans designed to create an immense amount of shareholder value for their investors.
While we won’t go into the various reasons why these casinos failed, we can say that we believe we’ve found a small anomaly of a company that is at least ripe for analysis. It’s in a profitable microcap company which engages in horse racing, card casino, food and beverage, and real estate development. It is domiciled in Shakopee, Minnesota and was founded in 1994. Our goal here is to figure out if we can justify looking at a casino stock, especially if we are going into hard economic times. On the surface, we like the way a potential bullish thesis could play out based on the company’s clean balance sheet and untapped revenue potential of its casino.
We are pleased to announce the launch of a new product brought to GEO by MS Microcaps (MSM). This new platform will focus on building a single actively managed portfolio of our best stocks. It will entail executing a disciplined approach to interim gains when they are achieved. This should give you clarity on a more frequent basis to help to protect profits. The platform will provide 1) An Actively Managed Diversified Portfolio, 2) A Run to $1 Million Portfolio, 3) Research and Raw Cliff Notes, 4) MicroCap Information Arbitrage Tools. For those interested in learning more about (MSM) Active Portfolio, and our Run To $1 Million Challenge, visit MS Microcaps’ site
Things have already shifted in a seismic way, and there’s no better example to show how important customer experience is than what’s taking place at Amazon.com, Inc. (NASDAQ:AMZN) Prime. A lawsuit was filed by Cailformia residents for unfair business practices when the company discontinued its Whole Foods perk offering free grocery deliveries on purchases greater than $35. On top of that, they applied a $9.95 surcharge for that same service…and even more than that under different terms! Although the perk was instituted before the pandemic, many Prime customers opted to take advantage of it in droves once it became clear that navigating the uncharted COVID-19 territory was a game of chess against the rest of the world that was implementing variable ways of adapt their services. Why not make one easy move to try to win the game? The ultimate result was a mass customer discontinuation of the service altogether.
Sniffing Out A Bullish Scenario Playing Out For Remote Monitoring and Power Generation Company [Geo Weekly No. 34]
With 3 million miles of mainline and other pipelines that link natural gas production areas and storage facilities with consumers, there is no shortage of the need to monitor, maintain and protect the various components that make up this complex network of energy transmission. Herein lies one of the sweet spots for Acorn Energy Inc (OOTC:ACFN), a company we cover in our research and in which we added the stock to one of our Model Portfolios back on December 10, 2020 after the company’s CEO, Jan Loeb, purchased a lot of stock on December 8, 2019. This in fact was the first time we noticed the company since we sat down with management at an LD Micro Conference a few years ago, and were actually able to schedule and hold a Fireside Chat with Mr. Loeb the prior day! It should be noted that he has been systematically buying shares for the past 3 years, with the most notable transaction occurring in 2019, showing investors his continued and unwavering confidence in the company.
I’d like to talk about an important theme I’ve been mulling over recently, and is related to two new PodClips I recorded over the weekend, which can be listened to at the bottom of my commentary. Markets are crashing and correcting right now and everybody's talking about stocks getting revalued to adjust for the new environment, but that doesn't necessarily mean that you need to panic sell out of your favorite stocks that might be going through a rough patch. In the first clip, I talk about a process of examining the staying power of your current portfolio and how to find new opportunities in the current market environment.
Research On Deck – Net Medical Xpress Solutions: Will it Pass Our Litmus Test? [GeoWire Weekly No. 32]
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.
The stocks in our microcap Model Portfolios might get caught up in the capitulative mayhem in a macro sense, but we know that their growth outlooks, combined with their cheap valuations, will make for a recovery that we think will blow the pants off of their mega cap counterparts when this new cloud of dust settles. To distill it down just a tad, it’s easier to double a $10 or $20 million revenue base than to double a greater than billion dollar valuation. Furthermore, the potential drop in stock prices of these large companies is steep. They’ve already grown to near their max potential but many still have P/Es in excess of 50x to 100x, or non-applicable P/Es because they’re losing money, which in a literal sense means there is no bottom to the stock’s price until you get to the value of ip, customer base, plants, property and equipment. It won’t take much for the latter to crumble, nor will it take much for the former to excel. Now, we believe the pendulum has swung to where earnings and P/E ratios will matter again. Hopefully, it will be the dominating factor in valuing companies as we transition from this bear market into the next bull trend. That’s how the environment was set up for the first 20 years of my career, where high-quality undervalued microcap companies were in high demand.
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.
See a more comprehensive breakdown on the reasons we are taking a potentially more bullish stance on RCMT again in a FREE article we just published, “IT Staffing Trio - RCM Technologies, Inc., TSR, Inc., Mastech Digital, Inc. - The Trend Is Your Friend” This article Illustrates that conference calls related to earnings press releases can have so much more information in them than the press release, aka Information Arbitrage. RCMT‘s conference call transcript is a clinic on how this rings true. In our article, we talk about some of the key points in the conference call that highlight the positive trends going on in the staffing industry that may help RCMT continue posting strong earnings performances in future quarters. We posit that RCMT could be worth as much as $34 If they can keep their momentum going vs. the current price of around $13 per share.
RELL Fireside Member / Mgmt exchange on SG&A, EBITDA, and Consolidation; April 2022 Open Forum Replay [GeoWire Weekly No. 27]
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.
As you know, the company's President and COO, Doug Gaylor, participated in our new Management Morning Briefing service on March 16, 2022. CXDO was the second company to have been featured in such a manner. Altigen Communications Inc (OTC:ATGN) is next in line, this week. Even though the stock isn’t performing commensurate with the strong sentiment being conveyed by the company, the narrative has not changed and is still echoed in the briefing. A key piece of input we wanted to get clarity on from Doug was how he felt about the competitive landscape of the UCaaS industry, especially in light of Ringcentral, Inc. (NYSE:RNG) 36% year to date decline in stock price. More specifically, is the decline in RNG’s price a warning that the industry growth outlook may be changing? We also wanted to get Doug’s opinion on how CXDO is positioned to compete as Microsoft begins to aggressively roll out its UCaaS product offerings. It’s worth noting that CXDO is now selling at a P/S of 2.2 on current 2022 revenue estimates.
It’s possible that with an overwhelming amount of depressed microcap stock prices, that there might be a diamond in the rough waiting to be discovered. With the tools we have in house, it’s our aim to as quickly as possible identify these candidates using valuation metrics that meet our standards.
In March, we’ve already received two premium member contributions - one from Andrew Ing (@AndrewIng8) on a stock based in Australia, which is a first for our community, and another from Tim Heitman (@Investing501), who regularly published articles to GeoInvesting in 2021. We’d like to extend a thank you to them for choosing GeoInvesting as the platform to share their ideas for all of us to appreciate.
Research Contributor Closes Position in USAK, Now 3 for 3; Video Segments Of Interview with Diversified Company Paint Promising Picture GeoWire Weekly No 21)
Below are highlights of subject matter related to the company's tube/magnetron/microwave business and use cases, the replacement of lead acid batteries with longer-life ultracapacitor modules in wind turbines, as well as the profitability of these capacitors. We are extremely excited about the company's involvement in the wind turbine industry, as its ultracapacitor solutions extend the useful life of equipment needed to operate turbines when compared to the status quo lead acid lead acid battery solution. Furthermore, the company is starting to address the needs of lab grown diamond and 5G markets, hot and growing sectors where RELL is seeing increased order flow.
Today’s analyst estimates for ZYXI of $20.47 (Sentieo) are more than 185% higher than ZYXI’s current price of $7.00, a price that we think might represent a “coming back down to earth” scenario, where valuation should be reassessed, even in light of a new February 17, 2022 report by Night Market Research on the company titled, “Zynex: UnitedHealthcare Terminating Contract – An Undisclosed Loss That Accounts For 50%+ EBITDA.” Night Market Research thinks that guidance will need to be dropped, but is this really the case? Will the UnitedHealthcare Network want to get back money for which they were supposedly overbilled, or will they have already lost their leverage and window of opportunity, being that they were originally part of Zynex’s network? Will the new acquisition dilute shareholders since more than half of it was stock-based, and how accretive will it be? How will this affect estimates?
On this Super Bowl Sunday, we're highlighting a PodClip recorded by Maj on Friday where he talks about a few things. First he reflects upon his investing over the years and how the market is rotational. After years of reckless behavior where investors ignored, valuations came into play and the numbers matter again - microcaps being a big beneficiary of this pattern of capitulation and resetting.
In January 2021, we saw markets getting crushed. I know it can be tough and depressing if you continue to obsess over every red tick. Don’t get down - now is the time to attack and focus on your best bullish ideas and get your pipeline ready as everybody else is complaining and capitulating. Start looking at stocks that are on sale because history shows over and over again that downturns don't last forever.
Origin Agritech 20F Hints At Silver Lining Amid Delays; Orbit International Fireside Chat [GeoWire Weekly Issue No. 18]
Origin Agritech Limited (NASDAQ:SEED) filed its 20F after the close last Friday. We are obviously not pleased with the company's propensity to overpromise and underdeliver. However, a lot of this has to do with the government delaying the GMO positive process that appeared to be a goal that should have been met by the end of 2021, according to information published on various sources in China. Nonetheless, we still think that Dr. Gengchen Han, the chairman and founder of the company, needs to step up to the plate and buy stock in the open market to help instill investor confidence in the company's future.
There’s been a retail investor exodus from the markets, as is evidenced by Robin Hood’s disclosure of a widespread disengagement of its users over the past 2 quarters. Could it be that the existence of a vastly inexperienced and isolated investor base has finally manifested itself as a situation where the first sign of market turmoil turns into a flight to safety? How many have been irreversibly monetarily affected, in turn causing a disaffected state of mind? After all, 2020 to 2021 saw the biggest influx of retail investors in history, over 10 million.
We thought that was an important piece of intel to probe into during our conversation because other than a brief discussion of Gray Matters in a few press releases, we never really got a full look into what this company does. Jamie does a great job of talking about the problems that Gray Matters is solving and how its use of the blockchain should not be viewed as associated with the hyped up and pump dump conversations surrounding worthless cryptocurrencies.
Seeing A Breakdown in Highflying Stocks That Could Signal A Shift in Investor Approach to Valuation [GeoWire Weekly No. 15]
Since 2010, there's really been this disconnect in the market. A lot of high flying stocks, with high growth rates and revenue with perhaps little earnings per share growth or maybe even negative cash flow, had risen to nosebleed valuations in terms of prices to sales and enterprise value to sales ratios. You can't value them on other metrics, really. Some of them might have weak balance sheets, using debt and leverage to grow their revenue.
Short Term Information Arbitrage Bleeds into a Longer Term Play For Technology Stock [GeoWire Weekly Issue No. 14]
72 Welcome to The GeoWire As we enter the next week and in case you missed it, we wanted to reiterate the Call To Action that was put out on a technology stock that was originally in our FundiTrading Model […]
We'll be getting back to the normal GeoWire format next month, but we wanted to take this first edition of the new year to look back at everything we were up to in 2021, and to offer you a new special rate to enjoy our new high conviction stock idea that is seeing massive insider buying, while the market is ignoring a situation we view as a post Christmas gift. It’s our top multibagger idea heading into 2022!
One Last Word on GeoInvesting’s 2021 – Retrospective on Our Stock Coverage and Initiatives [GeoWire Weekly No. 13]
Happy New Year! With another year down the drain, we looked back at some of the things that we embarked upon in 2021, as well as some of the recurring subject matter that we tracked during each passing month. It’s likely that a good deal of coverage is going to bleed into 2022, but our pipeline of new stock ideas is always robust and on the immediate horizon,
We hope you are enjoying your holiday season so far. With Christmas behind us and the New Year up ahead, we are organizing our thoughts on how to approach 2022. Facilitated through calculated research and disciplined portfolios, the last 2 years have been good to GeoInvesting and its members. We don’t plan to stop paving the way to this good fortune. With back to back abbreviated trading weeks and low volume in most stocks, as is expected the time of year, let’s see if this market-wide counter-COVID Santa Rally persists to the year’s end!
This week, we thought we'd share a small excerpt of the Fireside Chat we had with a company that distributes products and supplies for the personal hair care industry. We know, not very exciting, but you don’t need an extravagant business plan to have an exciting movement in your stock price. Sometimes boring is beautiful. And this is the multi-bagger setup we think we have here.
IAIC Theme Continues: Is This The Beginning of a Bigger Run, or Just A Head Fake? [GeoWire Weekly Issue No. 10]
Ironically, today’s post is about an event that occurred a week later, on Friday, December 10, that led to another spike in the price of IAIC from $3.72 to $4.15. There are most likely a number of underlying factors that are causing IAIC’s accelerated increase in price...
we are pleased to announce that on Thursday the 16th at 4PM EST, we will be hosting our next Fireside Chat for our Premium Members with a company that Maj feels has many cookie cutter characteristics exhibited by some past multibaggers in our coverage universe. We recently shared a video on GeoInvesting’s Pro Portal highlighting Maj’s Deep Dive Due Diligence Research session on the company. It showcased how new management is set to capitalize on capturing market share. It’s worth noting that we think the multibagger move we are predicting will be accompanied by favorable capital allocation strategies in the form of stock buybacks and special dividends.
We associate the term “Raiser” with the actions of a shareholder who owns a large chunk of shares, and has made the decision to sell those shares in a large block. Maybe the holder is desperate to liquidate for personal reasons, to raise funds for another investment, or is just spooked by the market’s volatility in general and wants to sit on the sidelines for a while.
Nobody Says You’re Obligated to Heed the Financial Media – Their Reality is Flawed (GeoWire Weekly Issue No. 8)
The big question here is, will the continued and predictable attention given to a new Covid-19 variant out of South Africa have a prolonged effect on the direction of the markets, as well as on the stocks in our Model Portfolios? This in combination with a noticeable trend in market participants’ profit taking, or flight to safety, could spell a golden opportunity for us to double down on our biggest convictions in our Favorites Model Portfolio should they have a pronounced fall in price.
Market Has Yet to Fully Digest What’s Obvious To Us About This Ag Tech Company [GeoWire Weekly Issue No. 7]
As you may know by now, a weeks’ long effort of on-the-ground due diligence and research culminated in a report on agricultural company $SEED, which currently resides on our premium portal. We have yet to decide if we are going to open the report up to the public to reveal exactly what we found. We present supporting evidence for our bullish stance on the company’s future
As Q3 2021 Earnings in Full Swing, We’ve Got An Update on Deck About A Well-Covered Company [GeoWire Weekly Issue No. 6]
Our first and foremost priority is to relay as much opinion on our high conviction stocks as possible. In this vein, a shotgun approach is something that may be needed. Because we put ourselves in a position to get our Cloud Communications Trio presentations out before their earnings were released, knowing full well that there was a good chance that they would announce favorable results, we knew that our work was cut out for us with respect to all the other stocks in our universe, since their numbers were and are also on deck.
Richard Sosa of “Riches in the Niches” Podcast Interviews Maj; And Don’t Ignore Our High Conviction Pick [GeoWire Weekly Issue No. 5]
I’ve been speaking breathlessly about Information Arbitrage (InfoArb) in the world of microcaps for years, and quite honestly, won’t stop stressing how important it is in weeding out potentially exceptional investments. In my most recent appearance in a podcast called Riches in the Niches, I made no exception.
Below is IWC’s 1-year chart compared to the same period performance of an investor's portfolio that contains primarily GeoInvesting stocks (name not disclosed for privacy). So, remaining steady is the key here. He told me that he did not sell any of his stocks during the 6-month flat line, and that the next leg up would put his portfolio at all time highs, going hand-in-hand to what we feel is incredible upside (glass half full) with some of the undervalued stocks in our disclosures list.
If you were lucky enough to keep your SPAC (Special Purpose Acquisition Corp) monitor intact through the last 6 months, it’s possible you are surfing another wave of buying in these investment vehicles meant to bring privately operating companies, some established and some in the development stage, public through acquisition. This has become a popular mode of listing, especially if funds available to these companies are tight and they want to get to an exchange quickly. Equally as popular is investor interest is these SPACs and associated warrants.
Centrus Energy (LEU) Trade Plays Out Like A Charm For GeoInvesting Member [GeoWire Weekly, Issue No. 2]
Centrus (LEU) was pitched to us by premium member Dave Demchak, who liked the stock after it retraced by about 50% from mid-August 2020 highs, to around $10 per share. LEU’s most recent high of $54.75 on October 14, 2021 translates to a 440% return from his initial mention of the company’s potential.
83 Welcome to The GeoWire, Your Source for a Peek into GeoInvesting’s Research Coverage, Microcap Stock Education, Case Studies, Recommended Reading From Around the Web, Important Tweets of the Week, Premium Weekly Wrap Ups, Featured Videos, and More… I felt […]
So far in 2021, we have issued 13 closing Calls to Action on companies tenured on our Select Long Disclosures List for varying periods of time. Through the end of September 2021, the average return per closing CTA was 113.41%, a number that was significantly elevated by INTZ and CLPT. There are 17 Calls to Action initiated and still open in 2021. While we cannot show you the premium table, our current average return per stock is 30.71%, compared to year-to-date numbers of about 12% for the DOW, 16% for the S&P and 13% for the NASDAQ.
78 A case study on how to use GeoInvesting to perform your own research We like to think that our research doubles as a learning tool to help you grow as an investor. Maybe you already have your own set […]
91 In recent weeks, as we approach September 28, 2021, the date that SEC Rule 15c2-11 (Rule 211) goes into effect, we’ve been discussing how the rule will impact dark stocks on the OTC market, as well as investor appetite […]
Rule 2-11 Drop Dead Date Quickly Approaching; CEO of CCEL Presents To GeoInvesting – (Weekly Wrap Up)
53 I think it is safe to say that the microcap universe has been in a bit of a bearish trend for the last 3 months and seems to be getting worse. We think this is partly due to Rule […]
76 With one stock added to our Speculative Long Model Portfolio this past week, a company that has recently turned its attention to focus on opportunities in sustainable cannabis cultivation facilities, it was largely a quiet week on the email […]
Bull Case and Caveats on Tech Service Company, Full Report Coming Soon; KRMD Fireside Chat with Little Grapevine on the Docket [Weekly Wrap Up}
93 Next up on the bullish coverage front involves a company that provides a range of technology services to its clients. The primary offerings include enterprise text and voice delivery services, equipment colocation & web hosting (Data Center) and customized […]
64 Good evening. Tonight, we’d like you to take a little bit of time to view a pitch Scott Shuda (follow at @ScottShuda009) gave to Maj this past Friday. The pitch is on a medical technology company that provides therapeutic […]
88 For as long as I can remember, which is certainly a diminishing feat now that I’ve crossed the half century mark, investors have been debating “Concentration vs. Diversification” when it comes to portfolio management. Portfolio theory, as penned by […]
After Another Major Round of Microcap Earnings, urban-gro Catches Our Eye For an RFT [Weekly Wrap Up]
91 We hope you had a great weekend and stayed safe! The past week was busy on the earnings front for the microcap stocks we follow, and we’ll most likely see a flurry of more reports this week as Q2 […]
64 We know we said that we’d have the contributor stock pitch available to you tomorrow, but since we were able to prepare it earlier, we published it today. In his conversation with Maj this past Friday, Egor Romanyuk pitched […]
64 We hope you are having a great Sunday! There are a couple of regulatory items on our radar right now. The first deals with the SEC Rule 15c2-11. As you know, we love combing through the OTC universe for […]
49 — GeoInvesting Weekly Premium Email and Call To Action Updates (July 19 – July 23) Weekly Wrap Up Summary…
73 As a quick reminder, tomorrow at 4:15PM Eastern time, we will be hosting a live zoom call interview session exclusively for GeoInvesting premium members with the CEO of Biotricity Inc (OTC:BTCY). BTCY focuses on creating and marketing wearable medical device solutions. […]
78 — Now, on to my next topic. As a part of my personal investing journey, I have begun to seek out privately-owned companies that may have potential for growth. My hope is that this journey will be successful so […]
43 We hope you were able to have a great 4th of July weekend celebration. That is of course, if you live in the U.S. If you’re an international member of ours, we hope you were able to use today’s […]
65 Since we began accepting pitches in 2014, to date, 68% of the stock pitches made by GeoInvesting research contributors have amassed positive returns. To put that in perspective, using baseball as an example, a batting average of 300% is […]
84 This week we have a few spotlights for you to digest. First, Maj was elated to have the opportunity to speak with Robert Mulcahy, a new GeoInvesting premium member. It’s always refreshing to get some perspective on the journeys […]
Third Round of Screening Criteria Produces Another Batch of Potential Turnaround Stocks To Look Into [Weekly Wrap Up]
86 Continuing with our promise to introduce new stock screening ideas to you, we have put together our third turnaround screen in four weeks. Last week we shared a screen focused on stocks that are not showing any revenue improvement […]
63 We hope you had a great weekend. Some of you had asked if the June 3 Open Forum Discussion would be available for this week’s wrap up. Of course, the answer was yes, and you can now see it […]
61 Last week we shared a screen focused on stocks that had a history of losing money, but whose margins were improving, one of a slurry of combinations which can be otherwise understood by investors as stocks that are on […]
77 Recently, we decided to shed a bit of light on the stock screening process and how it helps our research. This way, you can learn even more about the investment strategy we employ to enable a successful track record. […]
Noah Goldberg explains why Dogecoin pumped; Tim Weintraut pitches his favorite stocks [Weekly Wrap Up]
68 In this weekly wrap up, we are highlighting two podcast episodes I conducted in the past week or so. The first is with Geoinvesting research contributor and cryptocurrency expert, Noah Goldberg (@tradernoah), who goes over why Dogecoin (DOGE) pumped. […]
47 GeoInvesting Weekly Premium Email and Call To Action Updates (May 3 – May 7) Weekly Wrap Up Summary…
4/30/2021 GeoInvesting Member Open Forum Replay; Spotlighting Avoiding The Crowd Interview with Egor Romanyuk
49 We’ve got a couple things to relay this evening. First, if you missed Friday’s open forum discussion, you can view it here. — Secondly, we still had yet to point you to a great interview Maj conducted with Egor Romanyuk, […]
Stock Pitches Take Center Stage On Avoiding The Crowd Spotlight As Part of April 2021 Planet Microcap Showcase, VIRTUAL
81 This week, we’d like to highlight some stock pitches that took place at the Planet MicroCap Showcase: VIRTUAL, April 21, 2021. Representing the Avoiding the Crowd Podcast he regularly hosts for Robert Kraft’s network. Maj oversaw presentations by: Paul […]
77 — GeoInvesting Weekly Premium Email and Call To Action Updates (Apr 12 – Apr 16) Weekly Wrap Up Summary…
Augury Research’s Tyler Dupont Talks Microcaps with GeoInvesting; Can Biopharma Disruptor Valuation Rival Comps? [Weekly Wrap Up]
92 Over the past several months, Maj has been increasingly engaging with industry peers about mutual commonalities in microcap investing. This has been evident in our internal productions, Maj’s Avoiding the Crowd podcast series, as well as his appearances on […]
GeoInvesting’s First Ever Open Forum Discussion A Success; Heavy Stock Coverage Between Earnings and Updates [Weekly Wrap Up]
44 For those of you that celebrate Easter, we hope you had a great holiday. At the very least, we hope all of you enjoyed the long weekend. First things first, we want to thank all of you for joining […]
56 Last week, we started the task of assigning numerical rankings to stocks in our Favorites Model Portfolio. This week , we are expanding the exercise to include our Run to One holdings.
Taking Feedback to Heart, We’ve Placed Another Level of Conviction on Model Portfolio Holdings [Weekly Wrap Up]
81 After some feedback from members, we have begun to implement some things to help bring some clarity on how we feel about certain stocks in our model portfolios. We started this process by assigning rankings to the Favorite Model […]
64 This evening I want to bring a few things to your attention. For the first order of business, I wanted to let you know that, on the behalf of Littlegrapevine.com, I sat down with Doug Gaylor, President and COO […]
On The Docket: Article on Konatel (KTEL) Coming Soon; A New Earnings Season to Kick Off [Weekly Wrap Up]
92 While it was a slow week heading into earnings season, we once again want to thank Glenn Bloxham-Mundy (@gabmlondon) for keeping things interesting by promising to offer yet another contribution to the GeoInvesting community. His next article will be […]
79 Saturday and Sunday gave us a chance to compile a few video discussions Maj had with various individuals. First, we’d like to point you to the subject of US Listed China-based companies and a perspective that rarely anyone takes […]
58 If you invest in microcap stocks on the Over The Counter (OTC) Markets, you have probably at some point been met with skepticism from other investors when you have pitched them one of your bullish microcap stock ideas. Many […]
66 GeoInvesting Weekly Premium Email and Call To Action Updates (Feb. 8 – Feb. 12) Weekly Wrap Up Summary…
80 Good evening. If you watched the Super Bowl, we hope you enjoyed it! But the stats we are going to show you here are the ones that really matter 😉 In November 2015 GeoInvesting premium member, Jakewell Parker, published […]
83 Sometimes the down and dirty work is necessary to gain an investing edge. As Peter Lynch said, “The person that turns over the most rocks wins the game.” Early on in my full time investing career I quickly learned […]
New Avoiding the Crowd Episode, Cryptocurrencies Discussed; Long-Awaited Report on Overlooked Potential Multibagger [Weekly Wrap Up]
61 GeoInvesting Weekly Premium Email and Call To Action Updates (Aug 24 – Aug 28) Weekly Wrap Up Summary…
78 We continue to forge ahead with stocks that were active model portfolio holdings in 2020, most of which have bled into 2021. In this installment, part 3, Maj assessed the next 5 stocks in a list of more than […]
Continuing with 2020 Model Portfolio Stock Review Pt 2; New GeoInvesting Analysts To Weigh in on Bitcoin [Weekly Wrap Up]
52 This weekend, we published the second installment of the ongoing 2020 video summary series that Maj is recording in 4 to 5 stock segments. The segments serve to give updates on each of over 40 stocks currently residing in […]
86 OKAY! So, now we are entering 2021 after pleasantly surprising 2020 despite the pandemic. If you had the wherewithal not to panic in the face of what the media would have had you believe was certain doom and gloom, […]
67 Season’s Greetings. We hope that you enjoyed the long holiday weekend. With another one coming up as New Year’s Day approaches, it’s usually a pretty slow time of year. So, while last week was light and notable updates on […]
84 This past week, 3 articles were published by GeoInvesting members Trevor Treweeke (@veritasvatillum) published his research on Route1 Inc (OOTC:ROIUF), (TXSV:ROI.V), his seventh article published to GeoInvesting. Matt Croce (@mattcrocematt) published inaugural research reports on two stocks, Agent Information […]
Highlighting a Few Clips From Maj’s Discussion with Rich Howe of Stock Spinoff Investing [Weekly Wrap Up]
68 We can all get a bit busy during the week. For all new members that hopped into GeoInvesting in the past recently, our weekly Wrap Ups are intended to give a bird’s eye view of the prior week’s coverage […]
65 In the latest episode of Avoiding the Crowd, Maj sits down with full-time investor, Richard Howe of Spinoff Investing (@stockspinoffss). Richard performs deep dive research for his subscribers on spinoffs at his website, stockspinoffinvesting. Joel Greenblat is a big […]
Gearing Up For End Of Year Review Of GeoInvesting Longs; 11/27/2020 Call To Action On A Favorite Stock
71 First of all, we hope you had a safe and pleasant Thanksgiving holiday. As we near the end of 2020, we see it fit to take a look at our current positions. We’re going to change it up a […]
103 We figured it was about time to put out another question and answer segment since there was a backlog of inquiries and conversation starters that we think everyone in our premium community would appreciate getting some color on. If […]
94 For those of you reading this week’s wrap-up who are not Geoinvesting premium members and not aware of our Buy on Pullback Model portfolios, we are constantly on the search for stock prices of companies we like that fall […]
71 So far in 2020, I have had the pleasure of having some great guests on the Avoid the Crowd podcast, hosted by me and produced by Robert Kraft. The guest line-up has included fantastic conversations with Geoinvesting members @TheGladiatorHC, […]
56 When markets are volatile I like to reference videos and writings of legendary investors I respect. As you probably already know, Peter Lynch had the biggest influence on my full time investing career. On December 20, 2019, Lynch came […]
Arham Khan’s Gutsy “Buy the Dip” Call on AYX Brings Geo’s Buy on Pullback Portfolio Back in Focus [Weekly Wrap Up]
88 This week we are giving a shout-out to Arham Khan (@arhamgrowthcap) for his August 11, 2020 gutsy buy the dip Call to Action on Alteryx, Inc. (NYSE:AYX). On August 7, 2020 shares of AYX dropped 28% in one day […]
63 As mentioned in last Sunday’s weekly wrap up I would be interviewing Brandon Beylo. I really enjoyed speaking with him about his take on value traps. I think you’ll learn a lot from my conversation with Brandon as he […]
102 This week, we were focused on video content. Portfolio Protection Discussion First, I hosted a think tank of individuals on the podcast I host, “Avoiding the Crowd,” to delve into a discussion on Purple Innovation, Inc. (NASDAQ:PRPL). This is […]
66 We’ve all been haunted by that one decision to take stock profits too early. At some point we all go through the “what if I didn’t sell Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG), Netflix, Inc. (NASDAQ:NFLX), […]
Member Feedback On Research Underscores Peter Lynch’s “Buy What You Know” Philosophy [Weekly Wrap Up]
92 Yesterday, we published a video in the form of a Question and Answer that I put together in response to some premium member inquiries and feedback, where I covered several topics. In our email alerting you to the post […]
COVID-19 Risk Assessment on GeoInvesting Longs; Invitation to Quisitive (QUIS.V) Interview [Weekly Wrap Up]
61 We finally completed our COVID-19 risk assessment analysis on 38 stocks in our select long and model Portfolios. Thanks for your patience. We hope you find the analysis useful as you evaluate your own portfolio. We want to stress […]
111 Now, amid market volatility and related uncertainty surrounding the opening up of the U.S. economy and the upcoming Presidential election, we are extremely keen on following insider buying activity through monitoring SEC Form 4 filings. If you have not […]
COVID-19 Stock Breakdown Coming Soon; Retail Company Back on Radar – Compelling Case For Stock Price Appreciation
81 Last week I talked about how we view investing in COVID-19 themed stocks, although it’s not a huge part of our strategy. We basically broke down the COVID-19 investment choices into three buckets. I referenced LAKE and APT as […]
64 Investing in COVID-19 themed stocks is about to get tricky as the economy continues to reopen and vaccines possibly gain approval in Q4 2020. Recall that on March 19, 2020, I published a video, “I Saw Red“, talking about […]
A Few Canadian Stock Ideas From Contributors; Maj Follows Up With Video on Discipline [Weekly Wrap Up]
89 In last week’s Sunday Weekly Wrap Up, I briefly discussed the never ending buy, sell or hold dilemma we face as investors. Then during the week, I spent a few minutes discussing this topic with Bobby Kraft in the […]
48 I will be putting out a video over the next day or two to address a few things that enter every investor’s mind at many points during their investing journey. The idea to make the video precipitated from two […]
59 GeoInvesting Weekly Premium Email and Call To Action Updates (Aug 3 – Aug 7) This week, we are beginning to take a look at 4 stocks: Oblong Inc. (NYSE:OBLG) and Thunderbird Entertainment Group (OOTC:THBRF) (TBRD.V) are two stocks we want to […]
72 GeoInvesting Weekly Premium Email and Call To Action Updates (July 24 – July 28) Post updated 8/11/2020 to include Bobby Kraft interview with Maj Soueidan discussing this subject matter on the SNN Network Diversification vs. Concentration Social media allows […]
66 GeoInvesting Weekly Premium Email and Call To Action Updates (July 20 – July 24) For several months now, I’ve been promising you comprehensive follow up research on Agent Information Software Inc (OOTC:AIFS), a provider of cloud-based library management and […]
92 GeoInvesting Weekly Premium Email and Call To Action Updates (July 13 – July 17) As an investor, you are probably on the lookout for companies that are aggressively targeting large markets. So, I wanted to take a second to […]
68 GeoInvesting Weekly Premium Email and Call To Action Updates (July 6 – July 10) We don’t currently own any shares in electrocore, Inc. (NASDAQ:ECOR). However, we wanted to briefly discuss a little Information Arbitrage (wait for it) we recently […]
110 GeoInvesting Weekly Premium Email and Call To Action Updates (June 29 – July 3) We hope you had a great 4th of July weekend. Today, we’d like to point you to a few sections in our weekly wrap up. […]
81 GeoInvesting Weekly Premium Email and Call To Action Updates (June 22 – June 26) This week, we thought we would highlight a post from a friend of ours, Brian McCann, Principal at Bootstrap Capital (@Bootstrap68). His post is relevant […]
91 GeoInvesting Weekly Premium Email and Call To Action Updates (June 15 – June 19) If you are familiar with legendary fund manager Peter Lynch and his must read book, One Up On Wall Street, you know exactly what “Buy what […]
56 GeoInvesting Weekly Premium Email and Call To Action Updates (June 8 – June 12) It was a slow week for us at GEO, so I’ll take a moment to discuss our recent call to action in FMCIW. On May 29, […]
EFOI Article Published; “Buy on Pullback” Portfolio #8 Update; Covid Lows Help Calls to Action [Weekly Wrap Up]
78 GeoInvesting Weekly Premium Email and Call To Action Updates (June 1 – June 5) If you haven’t heard, I was asked to give an investor pitch at the 2020 Virtual Summer Summit that will take place this week, between […]
59 GeoInvesting Weekly Premium Email and Call To Action Updates (May 25 – May 29) Invest Through Crises, Not In Reaction To Them I hope you had a great investing week as May, 2020 came to an end. Things are […]
Little Grapevine Inaugural Virtual Microcap Conference; ECIA on Radar; Microcap Earnings [Weekly Wrap Up]
88 GeoInvesting Weekly Premium Email and Call To Action Updates (May 18 – May 22) Over the last 13 years, Geoinvesting has been attending and supporting multiple microcap conferences, such as Bobby Kraft’s Planet Microcap, Chris Lahiji’s LD Micro, and […]
84 PART 2 Newer Portfolio Holdings Sonic Foundry Inc (OOTC:SOFO) – Video capture / lecture platform Link to RFT Board member buyout rejected Revenue growth for the first time in several years Profitable for the first time Does not even […]
71 PART 1 SanaCurrents Service currently issues one new idea per week Can become a bit challenging to maximize benefits Solution Sana is considering launching an active portfolio Sana is providing us with backtested return performance data: Results are very […]
101 GeoInvesting Weekly Premium Email and Call To Action Updates (May 11 – May 15) Last week was a busy week for microcap companies scurrying to meet the deadline to report their Q1 2020 earnings by the March 15 deadline. […]
87 GeoInvesting Weekly Premium Email and Call To Action Updates (May 4 – May 8) Many of you know GeoInvesting for its work in short activism. We’ve outed 12 U.S. listed China based frauds and 22 U.S. pump and dump […]
62 GeoInvesting Weekly Premium Email and Call To Action Updates (April 27 – May 1) As we gear up for another week at GeoInvesting, below you’ll find the past week of coverage, in case you missed any of it. At […]
Four Call to Action Updates; Also, Don’t Panic – Crises Always Pass, Companies Will Adapt [Weekly Wrap Up]
63 GeoInvesting Weekly Premium Email and Call To Action Updates (April 20 – April 24) Before we get into this week’s highlights, I wanted to direct you to an archived event I participated in during April. On April 21, 2020, […]
94 GeoInvesting Weekly Premium Email and Call To Action Updates (April 13 – April 17) We hope you had a good and relaxing weekend. Today we’ll keep our intro short. Below, there are a slew of companies that we cover […]
77 GeoInvesting Weekly Premium Email and Call To Action Updates (March 30 – April 3) I used the long weekend to perform some OTC research to see if I could find any new potential Run to One Model Portfolio (R21) […]
69 GeoInvesting Weekly Premium Email and Call To Action Updates (March 30 – April 3) Portfolio protection is in focus. Last week’s implosion in shares of Luckin Coffee Inc. (NASDAQ:LK), “the Starbucks of China”, is a reminder that the China […]
55 GeoInvesting Weekly Premium Email and Call To Action Updates (March 23 – March. 27) If you are looking for stocks that sell products and services aimed at fighting COVID-19, please ask yourself the following three questions: Will the company’s […]
79 GeoInvesting Weekly Premium Email and Call To Action Updates (March 16 – March. 20) We’d like to continue to stay as optimistic as we can as the market selloff deepens. Although we are obviously not doctors, we’ve seen/heard a […]
SanaCurrents on COVID-19 Vaccine; CLPT Interview Notes Forthcoming; Focus on the Bigger Picture [Weekly Wrap Up]
57 GeoInvesting Weekly Premium Email and Call To Action Updates (March 9 – March. 13) Once again, a predictably unpredictable week of trading burdened the markets. Congrats if you were able to take advantage of any short-term trading strategies you […]
Could Altigen and Crexendo Be Two Quiet Beneficiaries of Today’s Market Environment? [Weekly Wrap Up]
90 GeoInvesting Weekly Premium Email and Call To Action Updates (March 2 – March. 6) We hope you had a great weekend. As the novel coronavirus continues to get increased attention with its spread to multiple countries and dozens of […]
A Financial Vaccine For Coronavirus; New RFT on Tech Company; Reassessing EML; SanaCurrents Update [Weekly Wrap Up]
82 GeoInvesting Weekly Premium Email and Call To Action Updates (Feb. 24 – Feb. 28) It would be irresponsible of us not to address last week’s market rout. Yes, we’ve all been affected one way or another, but if this […]
56 GeoInvesting Weekly Premium Email and Call To Action Updates (Feb. 18 – Feb. 21) Good evening. Before we roll into the next week, we’d like to reflect on the exciting last few trading days that Repro Med Systems, Inc. […]
70 GeoInvesting Weekly Premium Email and Call To Action Updates (Feb. 10 – Feb. 14) We hope you are enjoying your long weekend (of course, depending on where you hail from). The markets are closed tomorrow, but since we live, […]
64 GeoInvesting Weekly Premium Email and Call To Action Updates (Feb. 3 – Feb. 7) Today’s weekly wrap up contains a few topics we like to cover. The first subject is InfoArb (Information Arbitrage), and in this case it pertains […]
Becoming Intrigued With GSB After Earnings; Still Eyeing INXSF; Learn a Little More About Geo [Weekly Wrap Up]
102 GeoInvesting Weekly Premium Email and Call To Action Updates (Jan. 27 – Jan. 31) We hope you had a great weekend and enjoyed the Super Bowl! Below is a synopsis of what we tracked last week. Of particular note, […]
Conference Call Review of Top Fave Stock; Closed Out Position in LED Lighting Stock [Weekly Wrap Up]
77 GeoInvesting Weekly Premium Email and Call To Action Updates (Jan. 21 – Jan. 24) We hope your weekend was nice and relaxing. Before rolling into tomorrow, below is a quick reminder of what we covered last week. It was […]
72 GeoInvesting Weekly Premium Email and Call To Action Updates (Jan. 13 – Jan. 17) Last week saw a few more GeoInvesting contributor articles, one on Yrc Worldwide, Inc. (NASDAQ:YRCW) by Egor Romanyuk, and one by Trever Treweeke who gave […]
84 GeoInvesting Weekly Premium Email and Call To Action Updates (Jan. 6 – Jan. 10) We hope you had a great week. The crux of last week’s focus was on 2 stocks – EFOI and SEED. While we were able […]
Calls To Action on Med Device Stock, Ag Stock; RFT and Education; Contributor Articles in Focus [Weekly Wrap Up]
63 GeoInvesting Weekly Premium Email and Call To Action Updates (Dec. 30 – Jan. 4) As we embark on 2020, we are continuing our focus on medical device company Mri Interventions, Inc. (NASDAQ:MRIC). This company, along with Origin Agritech Limited […]
89 GeoInvesting Weekly Premium Email and Call To Action Updates (Dec. 16 – Dec. 20) As we head into the holiday week, we just wanted to send you a reminder of last week’s coverage at GeoInvesting, in case you needed […]
100 GeoInvesting Weekly Premium Email and Call To Action Updates (Dec. 9 – Dec. 13) Make sure you read this week’s message at the bottom of this email talking about 2 stocks of interest from last week’s L.A. LD Micro […]
64 GeoInvesting Weekly Premium Email and Call To Action Updates (Nov. 25 – Dec. 6) Thanksgiving week was a short one, so we’re lumping in some of that week’s wrap-up in with this past week’s coverage. There’s plenty to review, […]
73 GeoInvesting Weekly Premium Email and Call To Action Updates (Nov. 18 – Nov. 22) Call To Action & Model Portfolio Updates Established a long position in Lgl Group, Inc. (the) (NYSE:LGL) (Frequency Control Electronic Components) – On the heels […]
71 GeoInvesting Weekly Premium Email and Call To Action Updates (Nov. 11 – Nov. 15) It was a busy week of earnings for stocks in our coverage universe. Catch up below! Call To Action & Model Portfolio Updates 11/12/2019 We […]
47 GeoInvesting Weekly Wrap Up (Nov. 4 – Nov. 8) Call To Action & Model Portfolio Updates November 5, 2019 Alpine 4 Technologies Ltd (OOTC:ALPP) – Removed from all screens due to lack of management execution and pump and dump red flags On June […]
79 Below, you will find the past week’s premium coverage of stocks in our universe. Thanks for reading! Emails 10/31/20119 AEY’s New Proven Management Team Efforts Already Evident – Best Is Yet to Come Stocks : AEY, SMLR, KIQ, ORN, JCS The Addvantage Technologies Group, […]
62 Below, you will find the past week’s premium coverage of stocks in our universe. As a change of pace, we thought it’d be a great idea to provide you a handy way to review the most recent GeoInvesting content and […]
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 […]
GeoInvesting concurs with Whitney Tilson and 60 Minutes on the testing methods used in their Lumber Liquidators studies. On Sunday, a damning report featured on 60 Minutes pointed out alarming levels of formaldehyde in Lumber Liquidators’ laminate wood. The report […]
Magnetek Inc.’s (MAG) decrease in pension expenses as well as improving business conditions continue to fuel a significant increase in the company’s EPS, an observation that was made by GeoInvesting in August of 2014. Since GeoInvesting’s realization that this could […]
China Green Agriculture (CGA) – CGA Chairmanâ€™s Fulmination, Accusations of Terrorism, and Another â€œSellâ€ Rating
Summary CGA’s response to our original report has consisted of blanket denials and potentially staged investor days, completely devoid of primary source evidence to disprove our thesis After CGA excluded its only analyst from attending its investor days, the analyst […]
Summary: 344 days of time-lapse surveillance of CGA’s high-margin Jinong fertilizer factory, contributing 75% of CGA’s gross profit, shows it only shipped around 10% of the volume CGA reports it sold. 51 days of time-lapse surveillance of CGA’s low-margin Gufeng […]
Sinocoking Coal & Coke (NASDAQ:SCOK)- a vertically-integrated coal and coke processor, today signed: exclusive agreement with both the Institute of Process Engineering of the Chinese Academy of Sciences and the North China Institute of Science and Technology to refine and […]
Nf Energy Saving(NASDAQ:NFEC) ($3.10) – a leading energy saving services and solutions provider for China’s power, petrochemical, coal, metallurgy, construction, and municipal infrastructure development industries, today announced : Recently, the Company won three contacts from the North United Power Co. […]
China Recycling Energy (NASDAQ:CREG) ($1.39) – a leading industrial waste-to-energy solution provider in China, today announced that its Chairman and CEO, Mr. Guohua Ku, has entered into a Share Purchase Agreement (“SPA”) with the Company on August 27, 2014 to […]
Andatee China Marine Fuel(NASDAQ:AMCF)($2.58) – a leading independent operator engaged in the production, storage, distribution, trading of blended marine fuel oil for cargo and fishing vessels, as well as research and development of clean energy solution in China, today announced […]
Lentuo Intl (NYSE:LAS) & Bitauto Holdings (NYSE:BITA) – a leading non-state-owned automobile retailer headquartered in Beijing, and Bitauto Holdings Limited (“Bitauto”) (NYSE: BITA), a leading provider of Internet content and marketing services for China’s fast-growing automotive industry, today announced that they, […]
Allied Motion (NASDAQ:AMOT) ($12.14) -GeoBargain on the Radar AMOT designs, manufactures and sells motion control products into applications that serve many industry sectors. The company reported strong Q2 2014 results: Revenues was $62.1 million, an increase of 145% from $25.4 […]