Coda Octopus Group Inc (CODA)

[suich]

Oh man, gilead23, I composed a whole reply that I accidentally just deleted. Ugh.

Right there with you on the overweighted cash position, and know what you mean about it magnifying things.

My next best position (very distant second) to CODA is FLIR, which is a sort of more established "land version" of CODA... maybe even a potential buyer of CODA (hope not). Don't know enough about them to make a recommendation though.

Made a ridiculously and small speculative buy today in CLD. A great company and management team in the coal space that got just hammered by a perfect storm of regulation and economic pressures, which forced them to file for BK. Picked up a few shares (if you can still call them that) this morning at .18, which seems grossly undervalued compared to their book value. Either it will be worth nothing, or many multiples on the other side of the BK, but either way I'll be watching closely to take a position.

I could give a dissertation on bearish positions related to the corporate debt space, but the Fed just put the kabash on that for now anyway.

Here's a list of my watch-list companies (in the order I like them)... but not at current valuations:

IQV, AMZN, TTEK, BP, ISRG, APPL, EDIT, CRSP, TSM, MU, HAL, TCEHY... and then there is my nemesis... CLIR, which I gave up all hope on, took a loss, bought some calls, and will probably lose that too.

There's this other infrastructure type company I like too, but they are foreign (traded on Euronext Paris) and I'm still learning about them.