Pro Research Updates
Our research updates, often shorter in length, are conveyed through initial and ongoing coverage of our catalog of stocks. With thousands of original research pieces and updates under our belt, we have an archival system of keeping the history of our coverage intact and easy to find. For examples of how you will receive this research please see a few case studies showing the chronology of a few notable stocks.
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Latest Stock Coverage
**Call To Action
Adding CMT to our Select Coverage Universe Model Portfolio
We are adding Core Molding Technologies Inc (NYSE:CMT) to the GeoInvesting Model Portfolio Platform. Core Molding Technologies molds large, heavy-duty fiberglass parts and is pivoting from a solely cyclical truck-parts manufacturer into a supplier levered to grid reliability and AI data centers. The company makes the fib...
Mueller (Paul) Co. (OTCID:MUEL) - Pharma Reshoring Article
I also just launched a new series on my MS Cliff Notes Substack called “Trends.” The initial theme will focus on Picks & Shovels, hunting for small, overlooked suppliers positioned in the path of major structural spending waves.
I’m also going to share some of these reports with GeoInvesting, since many will cover s...
Cdti Advanced Materials, Inc. (OOTC:CDTI) - InfoArb
In our 8/14/2026 morning email we talked about working with Byron Street research on information arbitrage regarding CDTI.
“We also want to let you know that we are working on some information arbitrage on CDTI to highlight the magnitude of their transformation into mission-critical markets like data centers and carbon capture. This is...
Art''s-Way Manufacturing Co., In (NASDAQ:ARTW) ($3.12; $16.2M market cap) announced major Modular Buildings project awards:
Modular Buildings backlog increased to over $19.0 million from $1.3 million reported for the fiscal quarter ended May 31, 2026.
The company expects the newly awarded projects to be substantially fulfilled by the end of fiscal 2027.
Project margins are expected to be ge...
Cpi Aerostructures, Inc. (NYSE:CVU) ($5.86; $77.6M market cap) announced Q2 2026 results: (release August 13,2026)
Q2 sales of $17.6 million vs. $15.2 million in the prior year
Q2 2026 EPS: $0.05 vs. loss of $(0.10) in the prior year
Total backlog was $533 million, including more than $100 million funded and $433 million unfunded.
The company received $62 million of contract awards during...
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