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Highlights Does CURI Make The Cut: After an evaluation of its growth, dividend, and tariff-free positioning, our strong opinions lead to an unsurprising outcome. KEQU’s Domestic Advantage: We revisited Kewaunee Scientific Corporation (NASDAQ:KEQU), highlighting how its U.S. manufacturing could benefit from a tariff-heavy environment. Open Forum Launchpad: April’s Open Forum laid the groundwork for new biotech research, quant integration, and sentiment tools like the Zombie Index. Tariffs, Tech, Tactical Growth, and a Partial Asset Sale: Four companies – (Firan Technology Group Corporat (OTC:FTGFF) (FTG.TO), Perma-pipe International (NASDAQ:PPIH), Lakeland Industries, Inc. (NASDAQ:LAKE), Phonex Holdings, Inc. (OOTC:PXHI) showed how different strategies—from geographic diversification to SaaS pivots—are navigating current market conditions. Namesilo Technologies Corp. (OOTC:URLOF) (URL.CN): Our Skull Session with CEO Paul Andreola detailed the company’s inflection into profitability, domain scale, and future capital deployment strategies. Quant Collab Kickoff: We are laying the groundwork for our hybrid investing initiative with quant analysts Andreas Himmelreich and Kurtis Hemmerling to enhance alpha and risk management. $15K Stock Contest In Our Pipeline:: A new challenge is live to keep investors engaged, with prizes for peak performance. While Biotech Remains a Minefield, We’ve Brought in a Specialist to Navigate It: A newly added biotech analyst is helping us separate hype from reality through deep-dive validations of company claims, pipelines, and competitive positioning.

4/9/2025 Collab Kickoff With Quant Analysts Dr. Andreas Himmelreich and Kurtis Hemmerling

In a recorded podcast session I couldn’t wait to host, I had the pleasure to “break ground” with Quant Analysts Dr. Andreas Himmelreich and Kurtis Hemmerling, who have joined the team to help find additional alpha hiding in GeoInvesting’s world of stock picking and the MS Microcap Quality Index (MSMqi). Full breakdown available soon.

Click Here to Get Alerted on Quant Summary Recap

 

KEQU: Tariff Tides May Lift Domestic Boats

We circled back to Kewaunee Scientific Corporation (NASDAQ:KEQU) this week, pounding the table on our belief that the stock’s tariff/DOGE cuts induced pullback is completely unwarranted. While recent NIH funding cuts, which we already put to bed, stirred market concern, my follow up rant focused on tariffs.

 

Thanks!

~ Maj Soueidan, Co-founder, GeoInvesting

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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/)