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As we enter the next week and in case you missed it, we wanted to reiterate the Call To Action that was put out on a technology stock that was originally in our FundiTrading Model Portfolio. That portfolio is now empty since we moved the stock into our Selected Longs Disclosures List. This does not mean that we think this market environment won’t provide other short-term information arbitrage opportunities. The concept was covered in this short PodClip by Maj while he attended a microcap conference:

This past week after the company reported earnings Q2 2022 EPS that handily surpassed last year’s numbers, we now see it as a longer term play that could rise by up to 100% in a year or so, and still 20% to 30% in the shorter term.

In case you missed the premium “Reasons For Tracking” note on the company, consider hopping into a GeoInvesting subscription. We are including a special twist if you join while the stock still trades at or below the stock’s January 7, 2022 closing price of $15.04.

We’re also trying to solidify ways we can bring you high conviction research in a more timely fashion while giving us the flexibility to quickly generate more quality ideas for you. As we continue to get feedback, we are honing in on the right balance between microcap management team interviews and the length of articles and research notes that we publish.

Here is what others are thinking…do you agree? You can still give us your input by replying to this post!

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Recommended Reading From Around The Web

Seeking Alpha does provide some good value when it comes to the kind of stocks we cover. Some articles that stood out recently include:

Acceleration At EDAP, by Shareholders Unite

Summary

  • After a somewhat disappointing Q3 and a disappointing reimbursement decision, things definitely picked up in Q4.
  • We see a bright future ahead with a large market to go after, installations increasing, usage up and an increasing recurring revenue stream.
  • The company isn’t far off to breakeven, has plenty of cash and the shares are not expensive here.

XPEL: A Great Buy For 2022, by Lukas Wolgram

Summary

  • XPEL is shaping up to have a great 2022.
  • Automobile chip shortages appear to be coming back online and could have a strong recovery throughout 2022.
  • XPEL will benefit greatly from increased new car sales and increased dealer inventory in 2022.
  • I expect XPEL to do around $340 million in revenue in 2022 and earn $2.04 in EPS, well ahead of consensus estimates of $325M and $1.76 respectively.
  • The risk of the automobile supply chain not making a comeback in 2022 does remain a possibility.

electroCore: Pioneering Bioelectronic Medicine, by Avisol Capital Partners

Summary

  • electroCore is a developer and marketer of non-invasive vagus nerve stimulation devices for the treatment of pain.
  • The Company’s gammaCore nVNS device is approved for cluster headache, and recently received label expansion for PH and HC in adults.
  • The Company’s stock has continuously slid in the past year and received notice from Nasdaq about the $1 minimum price maintenance.

We may own shares in some of the stocks Seeking Alpha covers from time to time. If we do, we most definitely have our own unique takes and commentary. Consider taking a dive into GeoInvesting and see what else we have to say.


Notable Tweets

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