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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).
I presented the idea of the BigCapMicro concept via case studies in a 2017 article, Microcap Stocks with Big Cap Appeal, showcasing microcap stocks that produce large cap revenues, resulting in sometimes explosive stock price increases. It compliments the subject matter of this article, so we hope you can take a look at that quick read to gain a little more context.
The last time I came across a hated BigCapMicro name was Bluelinx Holdings Inc. (NYSE:BXC), a $1.0 billion revenue lumber product supply company highlighted on GeoInvesting that was being priced for bankruptcy. Investors were tired of hearing about the turnaround. Well, the stock went on for a magical run from around $10 to $100, even rising over $30 in one day during its run💁♂️.
Part of the essence of our Tier One Microcap selection process starts with finding older companies sitting around doing nothing or disappointing investors. Then change comes along that leads to a breakout from a multi-year growth rut, so to speak. It’s easy to overlook or even “hate” companies viewed as being run by management with a dreaded “status-quo-is-good-enough” attitude who don’t regularly make the necessary operational adjustments to reward shareholders.