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in reply to: Rules for Buying Back into a COTM #14539
Stephen,
The FORD discussion is a perfect example and it’s always important to follow the game plan. It’s important to note that you can only reinvest in the company if the initial investment thesis is still intact. For example, if we recommended a stock for its growth and it is no longer growing, then you can’t reinvest. Hope this helps.
in reply to: B.O.S Better Online Solutions (BOSC) #11898It’s entirely your choice Jeff. We can’t influence your decision when you have a say in the company’s decision making.
in reply to: The Bowser Database #11895The Bowser Database is available via print if you request it via email. Just email customerservice@thebowserreport.com if you’d like a print copy.
With regards to forum activity, we have a lot of subscribers who visit the forums but don’t actually comment/post until they see a thread posted. If you’d like the forum to become more active, then feel free to start threads and voice your opinions/questions! We have some VERY intelligent subscribers that would be great assets to the forum like yourselves.
in reply to: Bowser Limbo #14534Good suggestion! We’ll take it into consideration. If the forum gets overwhelmingly active then we’ll implement more specific threads for discussion.
in reply to: Altigen Communications #11738Well said Gary! The recent price action was long awaited and the stock is finally paying off. Way to be patient!
in reply to: Online broker #11714To clarify, we do not have any affiliation with Robinhood. The brokerage does not allow you to buy all of our recommendations, which is why we’ve discussed other options in the past. However, the zero commission is definitely a huge benefit.
George,
The NVFY short report that came out on Seeking Alpha caused the selloff. There was a lawsuit announced today by the company (CLICK HERE) that should reassure long-term holders. However, accusations like that and the few lawsuits that have come up as a result will likely make most investors take a step back until things are resolved. The same thing happened with CETX.
Personally, I think this is a bold claim from Andri Capital (author of the short report) and NVFY has audited financials to back its growth. On top of that, Andri released an article one month prior to the short report highlighting how the stock was significantly overvalued and he was overwhelmingly bullish. This makes it seem like he’s just trying to scare investors into making impulse buying/selling decisions. Let me know if you see anything new for the stock as I’m tracking it actively as well.
IVFH revenue growth is being boosted by the recent acquisition. Some of the sell pressure seems to be a result of managements mention of the intention to uplist. Although this is good for long-term holders, it implies that the execution of reverse split would be required to achieve the minimum bid price to uplist. However, this is speculation and the company is still growing at rapid rate.
It’s also important to note that the stock market has been unusually volatile. Investors flock to value stocks when equities pullback as a whole, causing money to flow out of growth stocks. IVFH is a perfect example of a microcap growth stock, which is likely resulting in some unusual sell pressure.in reply to: Sell Rule Adjustments? #11590Smart thinking Michael! Good that you’re also focusing on risk, the average investor only focuses on reward.
in reply to: Altigen Communications #11575Hey Michael,
James hit the nail right on the head. The litigation seems to be scaring away new investors, but it’s just a short-term setback. I personally do not see this as a huge obstacle for the company in the long run as its fundamentals and competitive advantage remain intact. Most questions on the recent earnings call were in regards to the litigation, so investors probably won’t be adding more size unless there is a dip to buy. For more information on stocks with similar price action check out THIS ARTICLE from the monthly issue one year ago!
in reply to: Sell Rule Adjustments? #11574Hey Michael,
The Bowser Game Plan accounts for this volatility as we are fully aware that small caps can be quite volatile. The math behind it revolves around cutting losers at 50% and sizing out of winners after they have doubled, resulting in long-term profits.
As for the market volatility and risk of rate hikes, it’s common for investors to use smaller position sizes and diversify with a higher number of positions during a correction. Regardless, your stop orders and limit orders should still correspond with the Game Plan due to the math that goes into it.
HDSN has had an ugly year following lowered guidance and increased competition. HDSN used to have outstanding fundamentals, and while they’re decent now, the company has taken on more debt to maintain a competitive edge. With management not giving any hints to improved guidance, there’s no reason for new investors to step in. Until management/outlook gives us a reason, I wouldn’t catch a falling knife. I’ve tracked this one for the past few years and the earnings calls have been the deciding factor for price swings.
The uplisting and balance sheet are positives for the stock but these seems entirely like a speculation investment. The valuation metrics are awful and electric autos are the new “hot” speculation investment. That being said, speculation investments have higher risk/reward. Personally do not see this as a something we would recommend from a fundamental standpoint, but the interesting niche could get attention if they start selling more. Let me know if it gains anymore traction Frank.
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