Hurricane Irma has us eyeing up two infrastructure stocks that generate a meaningful amount of revenue from the Florida construction and power grid markets (the bull case). On the flip side, if Irma through some blessing avoids land fall, we are also tracking (for our members) stocks that have been rising ahead of the hurricane, […]
Breaking Update: Information Arbitrage on BORQS is aggressively moving the stock; most investors not aware of the reasons. We have all the answers. IOT company BORQS TECHNOLOGIES INC (NMS:BRQS) (BRQSW) (Previous symbols PAAC, PAACW) completed a business combination with Pacific Special Acquisition Corp on Aug. 18, 2017. We’ve been following the story for several months, actively […]
Active vs Passive investing strategy is a hot topic of discussion within the investment community. Passive investment strategies such as the classical market-weighted indexing are gaining in popularity. Since John Bogle started The Vanguard Group in 1974, its assets have grown so substantially that index funds are forecasted to surpass actively managed funds by 2024 […]
About Eros International (NYSE:EROS) Contributed By FG Alpha Mgmt Summary Eros International (NYSE:EROS) annual report is late relative to its historical filing schedule Eros’ Indian operations accounted for over 58% of 2016 revenue, yet since April the company has quietly sold off or pledged over 23% of its stake in its primary Indian subsidiary, including a new July […]
In August 2016, I published an article entitled “To GAAP or NON-GAAP, That Is The Question” that discussed how we here at Geo Investing like to approach the topic of GAAP vs. adjusted earnings. Our team spends every morning reading earnings press releases and adjusting them for non-operational line items to get a better picture […]
Have you ever heard the expression “A poor man’s _____”? It generally refers to getting 90% of the upside of something (like the production of a baseball player) at a fraction of the cost, thus creating much higher value. We at Geo Investing look for these opportunities just like a good GM would, but we actually have more opportunities in the 12,000ish microcaps, where multi-baggers are waiting to be found.
By: Jay Thompson of SkyTides Inc., with significant support from various experts. The Spectranetics Corporation (NMS:SPNC), a medical devices manufacturer, is up 150%+ and about $750M in market capitalization on hype of its new product, Stellarex. Before getting into Stellarex itself, we want to point out that SPNC management are currently accused of various securities […]
The Internet of Things, or IoT, is continuing to rapidly emerge as the next big thing with huge potential to positively impact stocks in certain industries. Some sources cite that “the concept is expected to fuel a staggering $3 trillion market by 2020, just three short years from now.”
Big caps like Intel Corporation (NMS:INTC), International Business Machines (NYSE:IBM) and QUALCOMM Incorporated (NMS:QCOM) are just a few Blue chip companies pouring billions into the space. On the smaller capitalized side, STMicroelectronics (NYSE:STM), a global semiconductor enabling smarter driving and smarter factories, cities and homes, along with the next generation of mobile and Internet of Things devices, has powered higher over the last year.
We have been on the hunt for other stocks that are on the cusp of seeing their shares rise once the IoT industry is ready to go mainstream. And we finally found two stocks.