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Highlights

  • PSIX impresses, quarterly EPS increased 203% to $1.04, partly due to strong demand from data centers. After a wild ride, the stock ended up down for the week.
  • ZDPY gets to profitability, though we’re holding off on celebrating until the fine print is out.
  • TATT’s momentum continues, with a growing aerospace contract backlog that signals long-term visibility.
  • BKTI pairing strong earnings with an ambitious outlook for the year ahead. Management is proving the skeptics wrong who thought that the company’s new product upgrade cycle would be short-lived.
  • FTLF wraps up the year on a solid note, but flags early challenges in 2025 tied to tough Q1 comparison and tariff pressures on raw materials.
  • TSSI Q4 as expected; Issues 2025 guidance, which we breakdown
  • Maj and Sebastian Krog team up on Twitter Spaces, sharing Q4 2024 earnings standouts.
    • Has KEQU’s pullback emerged as a potential sleeper or should we be concerned about the National Institute of Health (NIH) funding cuts?
    • TGEN gains early traction in the data center space and validation from a new industry partnership in Vertiv Holdings, Llc (NYSE:VRT).
    • MBXBF (MBX.TO): Growing quality assessment products business (for diagnostic testing) and international expansion could drive breakout growth if execution follows management’s bold targets.
    • ALXXF (XX.V): Turnaround story with founder back at the helm and early traction in high-margin security tower market.

Earnings season kept the pace up last week, with several GeoInvesting names delivering strong results, but some coming with clouded outlooks due to geopolitical events.

Also, we’ll be taking a dive into if KEQU’s pullback of 43.7% from its highs on National Institutes of Health (NIH) funding budget cut fears from the new administration. Tomorrow morning, we’ll have the answers on whether the pullback is overblown or if investors should be concerned.

Data Center Demand Helps PSIX Strong Q4…

 

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GeoInvesting is a premier research platform for microcap investors, dedicated to uncovering high-potential stock ideas in undervalued companies across various sectors. With over 30 years of investing experience, GeoInvesting has covered more than 1,500 equities, providing often actionable proprietary research. The platform has been instrumental in identifying 200+ multibagger stocks, and offers investors exclusive access to over 600 management interview clips, allowing for deeper due diligence and understanding of the microcap stocks, many of which make it to market-beating premium Model Portfolios. Join the GeoInvesting community for the best stock research and microcap insights to help you stay ahead in the market. To learn more about our Premium Services, go here.. (https://geoinvesting.com/premium-research/)

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