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rado

12/01/19 10:12 PM

#485 RE: SteveSchiets #479

I own XPEL. During the time period of this contest it was listed on the NASDAQ and enjoyed multiple expansion as it has also continued to execute well. They have had ~40% growth for a very long time and have continued to execute and move into international markets and produce new products. They still have a bright future, but the stock is not very cheap. They will probably be listed on the Russell 2000 in 2020, so I think they will stay strong in the next few months because of that and because they are executing well.

DGSE was a turnaround that took a few years and finally started working out. They are a chain of jewelry stores in Texas. During the past big gold move they started buying gold and were doing well with that until the the gold move ended and took their profits with it. So they started refocusing on the jewelry store business which lowered revenue temporarily as they exited the gold business. Now they are moving into the recommerce space, reselling used cellphones and other things, and it seems to be working out. There was some sort of acquisition/merger that started the recent run. I owned them during the turnaround but got out when I could because I got impatient that it was taking too long and the market didn't like the lower revenues, and I wasn't sure whether this recommerce initiative was going to work out.

I don't know anything about HEBT.