Trent Blair
@TrentBlair19
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All the talk is about 10 baggers or 100 baggers. Much easier to predict a double or triple. Low multiple growth stocks that get valuation expansion can easily become a triple.
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$ALAR Margins up from 66% to 78%. Over $4 million cashflow. This is under 10x forward FCF. Good guidance. 49% revenue growth.
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Random company gets confused for Reddit and goes up 4 million percent.
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I'm just about convinced a microcap that is very popular on Twitter can't have good returns.
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$ZYXI $CNO.V $BEW.V $VHI.TO $TSSI $PNG.V $ZTE.C All decent sized positions. $DRX.TO Biggest position. 2nd biggest $CPH.TO
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Hard to control yourself when you see a AdTech company at 3x EBITDA growing fast although you've lost everytime on several attempts at AdTech.
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$CPH.TO $CPHRF Probably the best quarterly report I've seen. Has been a deep value stock for years now breaking out with strong revenue and earnings growth. The multiple should rerate. 4x EV/EBITDA. They just bought back 5% of shares. New product in 2025 could double earnings.
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Microcap growth. You go from unloved, no institutional sponsorship, no analyst coverage, little liquidity, and quiet management, to – these stocks become loved, they get the institutional sponsorship, the analyst coverage, more liquidity, and management starts selling the story.
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My return this year was 32%. Some of the companies that helped the most. $DRX.TO $CPH.TO $OPXS $IBT.V $BEW.V $PNG.V $SODI
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$CSU.TO They are trying to buy public companies now. Plenty of low valuation microcaps for them to choose from. Especially once you back out the duplicate public company costs they are super cheap.
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$LEAT Highest revenue quarter in the history of the company. Net income up 115%. 10x PE with probably a 6x Forward PE. Stock barely up. Market conditions like these are giving long term investors great opportunities.
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I have the patience to hold winners but unfortunately I also have the patience to hold losers.
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I really like companies under $5 million market cap. 1 good piece of news and you could have a multibagger over night.
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$DRX.TO $ADFJF Marshal-Barwick Holdings steel distributor who is selling aggressively. They own 9.2%. They have sold 280k shares of a 1.9 M share position (ongoing seller and are the majority of the current volume). Likely reason for the pressure on the stock + cap gain change.
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$PNG.V $KRKNF Something like this that's growing at 40%. Basically an oligopoly in certain parts of their business. Good sector tailwinds. Hard to believe it would be trading under 10x forward EBITDA.
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$ALAR At 10x cashflow with huge growth. Normally I try to avoid the Middle East but a company like this can't be ignored.
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Dan Schums annual review. Nice commentary on $OPXS He's got a 10 bagger in it. I also own $OPXS Defense industry tailwinds. He mentions several other companies. Shares his whole portfolio. $KLYG $IVRO
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$EVO $EVVTY 18x forward PE for a market leader company that compounds at 25% a year is a pretty good deal. 2% dividend yield.
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It feels like there's an even bigger gap now between Canadian and USA microcaps now than there has been in years. $EAGR.TO $EAGRF $QIPT $BRMI.TO $BRMIF $DRX.TO $ADFJF $ARE.TO All at 3x EBITDA or less.
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List of cash rich microcaps. $TSSI $CTX.TO $DRX.TO $CPH.TO $HPTO $IDW $MPH.V $TSL.TO $WSTL $MFCO $ELST
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There's so much decent quality microcaps out there under 10x PE and under 5x EBITDA.
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Got hired and got a board seat 4 months after starting to do stock writeups. I believe that is by far record time on both.
Excited to join the Board of Directors at Branchout Foods $BOF!
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$DRX.TO $ADFJF Under 3x EV/EBITDA going into seasonally strong quarters with tailwinds. They are about to have the problem of what to do with all their excess cash. Buyback hopefully.
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$SXP.TO $SUMXF 2.5x FCF Buying back a significant amount of stock. Paying down debt. Now revenue and earnings were down last quarter but this is to undervalued to ignore. It has a monopoly in a declining business. Those are FCF machines.
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Low starting valuation+Valuation Expansion+Operating Leverage+ long runway for reinvestment=Multibaggers
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$AVCR.V $AVCRF Revenue increased by 39% year over year to $1,354,403 and gross profit increased by 197% to $501,466. Operating leverage is insane. They are getting into a ton of pharmacies right now. Just turning profitable and cashflow positive.
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I'm a deep value investor now. This is the true path to 10 baggers not growth stocks.
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$DRX.TO $ADFJF Trading at 3.5x EBITDA with over 100% year over year EBITDA growth.
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I bought a position in $DR.TO 3x EV/EBITDA. EBITDA growth was 13% with operating cashflow growth at 20%. 3.5% dividend yield and they are buying back shares. They are paying down debt. Surgical centers are a good business.
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Euphoria seems to be back in microcaps. Someone tweets about a stock. Up at least 30% in a few days. Someone does a writeup. Up at least 50% in a few days.
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Serial acquirers where the industry it's in grows at double digits. $WELL.TO $CXDO $MAMA $VHI.TO
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@ElementaryValue
Agreed there's a ton of good value in Canada. Even small caps. $CTS.TO 4x EBITDA $SPG.TO 1.5x EBITDA $DRX.TO 4x EV/Cashflow $CPH.TO 3x EV/Cashflow $MDP.TO 3x EBITDA $CTX.TO Trading just above cash.
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I've invested in much bigger but the under $20 million market cap is still my favorite.
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Still a significant amount of single digit multiples in microcaps. $ZDC.V $SENEA $CPH.TO $DRX.TO $PNG.V and many others.
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Investing in a microcap cult stock seems to bite me every time.
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$DRX.TO $ADFJF $CPH.TO $CPHRF Some weakness on Canadian stocks could be due to capital gains taxes increasing on June 25th.
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$XPEL My biggest investing mistake.
$XPLT $DAP.U Sold the stock. Too much uncertainty with the lawsuit.
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$CNO.V $CANOF If they can do $696k net income now imagine what they can do 2 quarters from now with expanded manufacturing capacity.
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Switch that $30 billion to $30 million then I think you are right.
The next 100-bagger will likely come from a company with:
- A market cap <$30 billion
- Substantial insider ownership
- A founder/CEO at the helm
- Strong revenue growth (20%+)
- Tailwinds of an underestimated and growing industry
What else?
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$PNG.V $KRKNF One of the biggest no brainer investments out there. There's about to be a huge ramp in revenue and EBITDA.
$PNG.V $KRKNF Canberra and Anduril Industries have signed an agreement to expedite the Royal Australian Navy’s Ghost Shark XL-AUV production
...government’s overall Ghost Shark investment to 90.1 Australian dollars ($58.4 million).
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$CPH.TO $CPHRF Craig Mull is probably one of the most conservative CEOs with money. This acquisition is probably a low single digit forward EBITDA multiple when you look out 3 years.
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$EVO $EVVTY Almost down to single digit EBITDA multiple. For a company where operating cashflow growth was over 30% plus it's a capital light market leader that's about to start buying back more shares.
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Sometimes the stock price is up 15x the valuation is still the same. But many investors think it's way more expensive. I don't look at charts.
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$CPH.TO $CPHRF 2x EBITDA ex cash. They bought back 1.5 million shares and renewed the buyback for another 1.5 million shares.
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$DRX.TO $ADFJF CFO with another buy. Very bullish as the CFO knows what the numbers are going to be.
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$DRX.TO $ADFJF Amazing results. 184% increase in net income. 130% EBITDA growth. 29% gross margins which is huge growth. Doubled dividend. Now buying back shares. Over $100 million revenue. All this in a seasonally weak quarter. Imagine the coming 2 seasonally strong quarters.
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The longer this bear market goes on the more value the stock buybacks create. Some companies have already bought back over 10% of their shares at low valuations.
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The easiest multibaggers to hold are the ones where earnings go up faster than the stock price.
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$CPH.TO $CPHRF Valuation went down if you think they can pay the debt. Down to 5x EBITDA from 8x EBITDA. It's a growth stock now. That should get a higher multiple. They have been talking about making a acquisition for years. That means valuations on acquisitions are going down.
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$TBTC .35 EPS last year against a $3.56 stock price. Predominantly recurring revenue. Recurring revenue should increase sequentially every quarter. Good balance sheet.
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$COV.V $CVALF 47% revenue growth. Strong new management. 12x PE 6 months annualized and 7x EBITDA 6 months annualized. Significant growth expected from existing products.
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$CPH.TO $CPHRF This acquisition puts them at scale and makes them a global company.
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Bigger company than I normally buy but it's getting super compelling. Market leader. Pays out 50% of net income as dividends.
20x earnings
25% growth
56% Net income margins
Any takers?
Evolution $EVO $EVVTY
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$DRX.TO $ADFJF So like 10 people at the meeting including management. Opportunity still early here.
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$BRMI.TO $BRMIF Net Net. Will do $10 million EBITDA. Hopefully they can get back up to their historical $20 million EBITDA and figure out how to scale up from there. 8% stake in another company run by a a big partner could have some big upside.
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@PedroLamento
$DRX.TO Around 25x at peak I think. 15x currently. $ZYXI is 25x currently 70x at peak. $HTL.TO 10x at buyout price. It was around 20x I think at the peak.
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$CPH.TO $CPHRF Doubles sales and earnings. "Cipher additionally plans to out-license Natroba™ in countries outside North America. Cipher believes that the North American and global market potential for the product is significant." Pure profit licensing revenue. Gamechanger.
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$CTZ.V $NMYSF No debt. No warrants/options. 50% revenue growth. Near 40% insider holdings. Near 80% margins. Near 70% recurring revenue.
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Buybacks are such a powerful tool if done at low valuations.
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$SOWG They haven't even started their Dollar General or 7-eleven rollout yet. They haven't even done much marketing and haven't focused on the higher margin online sales yet.
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$DRX.TO $ADFJF $11 million net income in one quarter. I think they should buyback shares as the multiple seems to stay around 3x EV/EBITDA even with record results every quarter.
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I've been buying $SBBC.V $SBBCF this week. Price way down because of .59 warrants that expire tomorrow. I think they can get up to their $100 million revenue goal for Trubar in 18-24 months with current partners which include Walmart Cotsco CVS and other big names.
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$MINE 620 stores. Sold 22K cases. 30K case run. 1 mil assets. 450K a month in revenue from Avanzar. Multiple national chains. UK rollout.
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Poland has some of the lowest valuations. Low-Mid single digit EBITDA multiples on decent quality stocks. I only like investing in English speaking countries though.
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One of my old biases was not buying back into businesses I'd owned before. Not anymore. Sold $GLXZ at the beginning of Covid. Sold $LEAT several years ago. I've bought back into both in the past several months.
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$DRX.TO $ADFJF 3x forward PE
Hoping $ADFJF trades lower soon so I can grab more shares. Their backlog is indicating ~3x next year’s earnings. Their recent changes are allowing for fast, profitable growth which should demand much more the 3x earnings.
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For the most part you want to avoid cult stocks especially in nanocaps and microcaps. Even worse is paid stock promotion. You can figure out these 2 if multiple people are tweeting about a stock everyday and every tweet gets over 10 likes.
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I'm about convinced some of the sharpest people on FinTwit barely tweet. Some don't tweet they only DM.
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The opportunities in Microcaps exist because the most successful fund managers get to big to invest in them. Michael Burry, AltaFoxCapital, Paul Sonkin, Warren Buffett and many others priced themselves out of microcaps because they were successful.
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A lot of microcap companies pay the full 35% corporate tax rate. When it's reduced to 20% if this bill passes we will be seeing huge net income growth rates next year. Some of these companies are also being hit by tax loss selling. This is a big opportunity.
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$SODI $PNG.V $KRKNF $OPXS $MPTI Defense industry tailwinds
BREAKING: US House approves $60.8 billion in aid for Ukraine, $26.4 billion for Israel and $8 billion for Taiwan
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$TSSI EV/PE 1x
@AmheShay
I dont really believe in “price targets” because I just watch the story as it unfolds. But I could say that I do think it will be spitting of 25c of EPS in the near future
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I was bragging last week. I probably won't do that again. I think that's the first time I ever posted my overall returns.
The nice thing about this bloodbath is that we probably won't be seeing any more of "YTD brag tweets" from accounts who only choose to "disclose" performance when it suits them and who sweep their bad years under the rug
And there are so many, and they have so many 💩 years
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$MINE is going to .10 this year. I don't care what any of the bashers say.
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I've sold off companies loaded with debt. I've sold off high burn rates companies that need to raise. Plus highly impacted companies from the virus have been sold. I've added to stuff like healthcare, construction and tech that are profitable or cash flow positive.
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@Outdoctrination
This is really interesting because it's also supposed to boost testosterone. So basically the only supplement I'm aware of that both helps your hair and boosts testosterone. Normally higher testosterone makes you lose hair faster.
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$CNO.V $CANOF Trading at 10x PE growing over 50% on the verge of 7 figure contracts with no competition.
@TrentBlair19
I think the stock is now trading at around 10xearnings. Quite nice for a company growing at more than 50% and that will sooner or later announce $1M+ contracts.
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$ZDC.V 39% increase in revenues compared to Q1 2022 and a 75% increase in net income for March 31, 2023.
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$IPA.V $IPATF Revenue up 50% and they're now EBITDA positive.
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$ORBT 1.6x book value. PE of 12. 52% quarterly earnings growth year over year. Great operating leverage. Huge backlog. They have bought back 13% of their shares in the past year.
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Invest in profitable companies because they don't have to raise money. They can raise some if they get good terms. Unprofitable companies have to raise money no matter what the terms are.
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$NYWKF $NCI.V A true breakout quarter. More net income than all of last year. Positive cashflow and paid down debt. Annualized PE under 3x. Forward PE under 2x. It does have significant debt and most of the revenue is in Saudi Arabia.
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$ARE.TO As legacy money losing projects get finished they are pivoting to recurring revenue
projects. Monopoly in certain parts of government infrastructure projects in Canada. 3x forward EBITDA.
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$TREP Triple digit increase in net income and operating income. If these numbers are real it's one of the most undervalued stocks there is.
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$SOWG No reason to be bearish if revenue keeps growing at double digits sequentially. The only thing bearish would be a well funded competitor coming in. This is weird for sure but not bearish.
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I haven't invested in a stock bigger than a microcap in 7 years but I think that may change soon. $CTS.TO is making software acquisitions for 3x forward FCF.
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$MMMB New CEO knows how to structure a deal. Just over $1 million cash paid upfront of $3.65 million total acquisition price. Another cash payment in 1 year. Then a stock payment in 2 years.
MamaMancini’s Acquires Remaining Interest in Chef Inspirational Foods
For a detailed overview, please click here:
$MMMB
#meatballs
#italianfood
#allnatural
#deli
#acquisitions
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Management makes such a big difference. $FTLF $MAMA $COV.V
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