Congrats are in order for Paul T. His microcap stock pitch he made on GeoInvestng’s Pro Portal has risen 44.32%.
On August 23, 2023 Paul made his first ever appearance on our Investor Insights Skull Session platform. Paul, a part time special situations investor/financial analyst, known as @Investmentideen on Twitter, introduced Maj to a UK based company, Kinovoa, PLC. (KINO.L)
CXDO has risen 186% since our November 10, 2023 post-Q3 earnings Skull Session Briefing with the company’s COO, Doug Gaylor.
After this past Thursday’s follow up briefing with him, we think it is a good time to highlight some of the clips from our Twitter Space discussion with 20-yr Telecom Expert Joe Hamblin, as some of Doug’s and Joe’s views intersect.
The talk with Hamblin, intended for us to keep learning about what companies like CXDO have to do to keep growing, actually occurred one day prior to November’s event with Doug and CXDO’s strong third quarter earnings release.
Lately, we’ve had a lot of good reasons to advertise our favorable sentiment on microcap stocks, stressing that they are back. Several updates conveyed that the space continues to gain momentum as the small and microcap indexes outperformed their larger counterparts.
A few weeks ago I was dusting off the shelves of some of our research files at GEO, when I came across a quote I saved from an article discussing the $1.2 trillion Bipartisan Infrastructure Bill that went into law on November 15, 2021. The planned spending is quite extensive:
“California ($44.558 billion), Texas ($35.440 billion), New York ($26.922 billion), Florida ($19.098 billion) and Illinois ($17.814 billion) will get the biggest allocations.”
It served to remind me of one of our screens we created but eventually removed from GeoInvesting: The Infrastructure Screen.
We’re about to add a new stock to our infrastructure screen. The screen has a history of delivering consistent multibagger returns.
Between 2012 and 2017, the GeoInvesting research team began building an infrastructure screen to track stocks that will benefit from certain industries upgrading their infrastructure, as well as the United States government’s goal to spend massive amounts of money by handing out contracts to U.S. companies
SWVL’s price soared as much as 405% higher to a peak price of $4.90 in the days following its December 27 earnings release, when it reported 2023 first half results showing a $2.1 million GAAP profit, translating to EPS of 25 cents.
As we go into another election year, there are certainly going to be some circumstances that will affect the financial markets, but will we be able to predict how? What will the fed position be on monetary policy? How about interest rates…will they lower them three times, as predicted by Wall Street? Will energy prices rise or fall? What will the CDC say about any new strains of Covid? What mundane things will Presidential candidates say that will sway the market one way or the other.
Peter Lynch was a huge advocate of Cliff Notes, so it’s fitting that one of my favorite video clips of 2023 was when Tim Heitman discussed his time working at Fidelity while Peter Lynch was managing the Magellan Fund between 1977 to 1990, racking up an annual average return of 29.2%. Tim talked about Lynch’s “Cliff Note” approach to quickly laying out a stock pitch.