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Yes I did sell some higher but I sold the rest before this new contract they got. I wish them good luck.
OPXS I agree it's very cheap. They'll probably keep buying back shares and guidance looks good for next year.
ZYXI I agree it's very undervalued on that huge growth and PE of 11. Potential Nasdaq uplist too.
GLGI Looking good. They're still expanding capacity a good bit. Looks like continued growth through next year.
Lots of attention over on Twitter from TV analysts with lots of followers. Ultimately it will be the kids that decide if this is a success but this is a good start to getting the message out. This is the guy that invested. Works for Fox News. https://twitter.com/robertwolf32 Other analysts commented. Liz Claman- works for Fox Business. She has 94K followers.
Stephanie Ruhle 312K followers. MSNBCYes!!! @robertwolf32 this could be a game changer for girls! Psyched to embrace #rainbowrangers !
— Liz Claman (@LizClaman) August 23, 2018
Trish Regan of Fox Business. 463K followers.I’m ready to ride with #RainbowRangers #girlpower https://t.co/pzHji4J4wZ
— Stephanie Ruhle (@SRuhle) August 22, 2018
Sam Vinograd of CNN-34K followers. https://twitter.com/sam_vinograd/status/1032321190453497856 Plus Cheddar interviews which are really nice.This looks AWESOME! Way to go @robertwolf32 - my girls can’t wait to watch it!
— Trish Regan (@trish_regan) August 22, 2018
This is really set up for success.$GNUS raises $4.5 million in funding. CEO Andy Heyward, says the financing will support the production of more educational programs for children. “We tried to create a niche, which we call content with a purpose.” -Heyward #CheddarLIVE pic.twitter.com/N1e1eH9VKu
— Cheddar (@cheddar) August 22, 2018
ZYXI Conference call. https://seekingalpha.com/article/4194902-zynex-inc-zyxi-ceo-thomas-sandgaard-q2-2018-results-earnings-call-transcript Very bullish. Hiring a bunch of new salespeople. Market size is 8x their current revenue with only small regional competitors. 82% margins. 80% recurring revenue. 9x PE. Bought back $2 million in shares and still added cash to the balance sheet which has no debt. 50% year over year growth. Plus if their blood monitoring device gets approved that market is 8x the size of their current market with better margins. Insider buying. Potential Nasdaq uplist.
ZYXI Conference call. https://seekingalpha.com/article/4194902-zynex-inc-zyxi-ceo-thomas-sandgaard-q2-2018-results-earnings-call-transcript Very bullish. Hiring a bunch of new salespeople. Market size is 8x their current revenue with only small regional competitors. 82% margins. 80% recurring revenue. 9x PE. Bought back $2 million in shares and still added cash to the balance sheet which has no debt. 50% year over year growth. Plus if their blood monitoring device gets approved that market is 8x the size of their current market with better margins. Insider buying. Potential Nasdaq uplist.
OPXS I invested too. Monopoly with a growing backlog and strong industry tailwinds. Huge growth. Single digit PE. They buyback shares which is nice. Plus good insider holdings.
ORBT I really like this one. Business continues to improve significantly plus they buy back a ton of shares. Looks like they're set up for another year of strong growth.
ZYXI This one is a great long term investment at just a PE of 11. They're just at about 10% of their market potential with no major competitors. Plus if that blood monitoring device gets approved that market would be 8 times the size of their current market. They are growing very rapidly. Decent balance sheet. I agree they will get a lot more attention when they uplist. Great margins, great recurring revenue. Recession resistant. This is a great business.
AOI I'm invested. As they pay off debt cash flow will get a lot better. Margins are improving and they have decent growth. Plus EBITDA is less than 2x.
NROM I'm still invested. The new Pizza Pub business is a game changer I think. Single digit forward PE.
With the 50K a month payments from NYU happening a extra 8 months this year compared to last we will get a extra 400K in cash flow this year. Then add in savings from lower taxes and this should be a really good year on what is a very cheap stock already.
That is sad. He was a legendary investor to me. I learned a lot from him. I got the idea of the ZYXI turnaround from Rawnoc. It's already a 10 bagger for me and was over a 20 bagger from the time he bought it. Plus MikeDDKing and Rawnoc invested in the PFHO 100 bagger.
EnWave's (ENW.V) (NWVCF) patented technology pasteurizes and uniformly dries cannabis in its natural state, without any additives, in under one hour, dramatically shortening the time from harvest to marketable products and circumvents the need to transport medical cannabis to highly-specialized and expensive off-site decontamination facilities. EnWave's continuous high-volume REV drying process is energy efficient and eliminates the need for large-scale in-house drying rooms and the associated potential for product loss due to mold growth during the traditional multi-day drying process. The automation of the drying process by EnWave's scalable REV machinery is expected to reduce personnel costs and provide a highly cost-effective
solution for high-quality cannabis production.Their machines do not affect THC or CBD content. They sell their machines to marijuana producers and collect royalties on the production.
They have a agreement with Tilray which is a licensed weed producer.Tilray plans to produce 74 metric tons of weed.
That would convert to 74 million grams.At a price of $5 per gram and a royalty of 2% which is EnWaves
minimum royalty that would come out to a royalty opportunity of $7.4 million dollars. Tilray can also sub-liscense to other producers. Tilray operates in Canada, Germany, Portugal, Australia and New Zealand. Canada has a $8 billion market.
Germany and Portugal combined have a $15 billion market.Australia and New Zealand combined have a $2 billion market.
This is a combined market size of $25 billion.
At a royalty of 2% this is a $500 million market opportunity.
That's not counting any potential expansion into other countries. EnWave is a relatively unknown company. If they sign a deal with a major producer they are likely to get a lot more attention.
ZYXI Great quarter. One of the fastest growing companies around. Still very undervalued. Good buying opportunity on this pullback.
DAIO EBITDA was up 33% 25% of the marketcap is cash. Bookings were still strong. I still like it a lot as a long term investment. I'm not seeing this as a negative report or negative guidance. More like a very good report. Selloff caused by very high expectations.
Stable revenue and cash flow in the healthcare sector. 1x EBITDA. 1x cash flow. Cash position is bigger than the market cap. Main liabilities are long term leases. Very illiquid shares.
SLGD I'm still expecting growth in the 4th quarter. Their is decent organic growth even with the loss of one customer. Their should be big net income growth next year due to the tax reform. At a 8x PE and a good balance sheet their isn't much downside unless they lose one of their 2 major contracts.
SLGD Year over year growth should still be very strong. Plus the tax savings next year put this around a 4-5 forward PE.
ZYXI No reason to sell. According to guidance roughly 130% revenue growth year over year and roughly 15% sequential revenue growth. Single digit forward PE. And they will probably uplist soon and get a much higher valuation.
NROM Each of their 4 new pizza franchises will do about $250K income each. Add in the the $600k in savings from the refinancing and it's trading at a forward PE of 5.
ZYXI 8x annualized PE with strong sequential quarterly growth. 35% sequential growth and 88% year over year growth. They plan to uplist. If the blood monitoring device gets approved that could be way bigger than their current product. They just moved into their new headquarters which is much bigger and can support revenue multiple times higher than it is now.
SMID This one will benefit from the lower tax rates. Guidance is pretty good.
PTE.V PTEFF Being hit by tax loss selling. It's a good time to buy in. Growing revenue over 50% and earnings even faster. Good margins. Market cap of only $45 million. Yet it has a monopoly in a $2 billion dollar market. It has the balance sheet and cash flow to handle the big orders it keeps getting.
Thanks for the info. It's still trading real cheap if the growth is flat for a couple quarters until growth picks back up early next year. I'm thinking you might be right about the CEO being very conservative.
Really like the bookings trend. I agree this should be a multibagger in a few years.
ZYXI Annualized PE of 9 with increased guidance for next quarter. Huge growth. They have improved their billing process and focused on cutting costs. That could explain the lower expenses and lower Accounts receivables. Also they have lower expenses because they paid off their debt.
PTE.V PTEFF Nice growth. They are now debt free with a good balance sheet. I think they will have years of growth.
$MMMB Acquisition adds $1.5-2 million net income in the next year. MamaMancini's Signs LOI to Acquire Manufacturing Operations. https://seekingalpha.com/pr/16921055-mamamancinis-signs-loi-acquire-manufacturing-operations Some other catalysts are they have just converted their preferred stock and are just turning profitable on 40% revenue growth and great operating leverage. Heres the article I originally bought after seeing. https://seekingalpha.com/article/4091310-mamamancinis-40-percent-organic-growth-selling-meatballs
PTE.V PTEFF Nice research. I agree this is a $2 billion potential market and they have a monopoly right now. It's easy to sell the product too.
ZYXI Taglich Brothers put a $2.50 price target on them. That's their
first analyst coverage. I agree it's worth $3 to me.
ZYXI Trading for a annualized PE of 5 on strong growth. They paid off all debt so they can invest even more back into the business. They also have the potential approval of the new device plus they are planning to uplist when they meet the requirements. This has the potential to be worth $3 which is a 15 PE annualized. This company has been a great investment.
SMID They are opening a additional 40 acre facility in North Carolina to handle all the demand. I agree it's still very undervalued with the big backlog increased production and operating leverage they have. It's trading at a PE of 8 with a decent balance sheet and good earnings growth.
PRKA Nice win. I still think it's somewhat undervalued. They are still growing nicely and I expect them to open another park.
DAIO I agree this is a great long term investment and you can get it now at 18x PE with a good balance sheet.
SMID I've been invested since the low 3s. I think they do around $1 EPS this year and I think a fair PE is about 15. Still a very good deal at $8.
GLXZ Looks like they are focusing on revenue growth. I don't mind this new strategy if they can stay cash flow positive while growing revenues.
SMID 11x PE. Record backlog. Several significant projects starting up in the second quarter. Should have a couple really big quarters coming up.
PRKA I bought some shares. 9x PE going into seasonally strong quarters with good revenue growth. Decent balance sheet. I like the business because it doesn't have much competition.