Faris Sleem

Hey Lucas, you have a great list going already! I’m assuming you mean RVSB, which is a former recommendation. Out of those stocks, OPHC (Category One Bowser stock) and ASRV are my personal favorites. OPHC has a higher Bowser Rating and ASRV has a good business model. Both are worth taking a look at as bank investment opportunities with low/moderate risk and moderate/high reward.

RVSB has a good history and showed NIM expansion in the last quarter, which are both positives. However, it is less likely to benefit as much from potential rate cuts, ranking it as a mid-tier bank investment.

Although it is expensive, INBK is another one on our radar as a beneficiary to future rate cuts. It is likely to have higher NIM expansion than its peers due to lower interest expenses. If all else fails, the State Street SPDR S&P Regional Banking ETF (KRE) offers exposure to the industry as a whole.

We had tried getting in touch with SGRP investor relations during acquisition talks. They did not follow up with any details or answers. The lack of transparency makes it likely that the deal has fallen through due to financing or approval.
Despite the unusual filing headlines and fighting on the Board of Directors, the company definitely still has value. It also has a Bowser Rating of 9 and valuable assets. Unfortunately, investor confidence in both the deal and the stock in early May. At this point, it a coin toss as to when value will be restored. However, we believe it has bounce potential considering its history of bottoming between $0.60-$1.00 per share.

Hey Lee, GVP executed a reverse split to avoid delisting. This can be overlooked if financial performance is improving, but it is not. Reverse splits for survival are a slippery slope and we can always revisit the stock later. The current market state for small stocks is less than ideal, but we cannot make exceptions unless financials say otherwise.

I also wanted to add that it is a shame to see such a great company perform poorly. This is one of the names I was most excited for on a 5-10 yr investment horizon. But we can always revisit if financial performance improves! Cheers.

Good thinking Mitchell. Growth names raise capital a good bit and trying to maintain listing can be tough when demand lightens. Retail space will have some outflows. But the extent of those outflows are definitely in question. Personally, I think jewelry demand won’t soften as much as other products but we’ll see.

I’m in the same boat Chris. I still own a good chunk of Safe Bulkers (SB) as well. The only added risk that can slow down earnings growth is the start of this rate hike cycle. High debt stocks are likely to lag due to lower earnings.

There is definitely some unusual CTHR insider buying pressure to say the least! If you look at the NASDAQ page, it shows huge accumulation over the past 12 months but no sellers whatsoever. Good find!

Don,

If you have not yet entered MACE, it is definitely trading at an attractive price point. While we were not pleased with the earnings selloff last quarter, the stock still has a Bowser Rating of 10 and has gotten much cheaper.
Your goal is not to nail the low with your entry point, but simply get a decent average for your long-term position. Although small cap volatility promotes active trading, you want to keep the entry point simple. Since MACE is a value stock, as long as it is trading at an attractive price relative to its valuation then you can enter/reenter.