Verus International Inc (VRUS)

[asymmReturns]

Quarter-over-Quarter Patience Required

If you take a 9-month historical view on this stock, the chart shows two large humps with run-ups in key periods of retail excitement building during those respective quarters. I'm comfortable with quarterly revenue growth that I believe will continue, with each 10Q leading to new interest in the company and new flows into the stock. Without institutional buyers it could very well be cyclical like this for the next 4-8 quarters until there is broader confidence in management's execution. Of course a revolving line of credit will hopefully get into place and be used to accelerate product turning through their channels... hopefully at an impressive clip for this end of retail.

This is a multi-year story.