Sweet

Got the table below from https://microcapclub.com/multibaggers/ which is run by Ian Cassel. They look for small caps that are many multibaggers. It’s the second time today I’ve seen XPEL. Might be of interest to some. Hopefully the table formats ok 1 Company Symbol DWP PWP Price Today/ *Takeout Price Currebt Return 2 XPEL XPEL 6/10/13 $0.36 $56.16 13597.56% 3 Celsius Holdings CELH 7/10/19 $4.25 $50.04 3423.94% 4 Straight Path Communications STRP* 10/2/13 $5.58 $184.00 3197.49% 5 Napco Security Technologies NSSC 12/18/11 $2.15 $34.72 3144.86% 6 HemaCare HEMA* 2/23/17 $1.00 $25.40 2440.00% 7 US Concrete USCR* 11/17/11 $3.12 $74.00 2271.79% 8 Heska Corp HSKA* 10/22/13 $5.74 $120.00 1990.59% 9 Smith Midland SMID 1/25/13 $1.89 $38.00 1910.58% 10 Willdan Group WLDN 8/28/12 $1.21 $21.69 1692.56% 11 BioSyent CVE:RX 2/17/12 $0.55 $9.05 1408.33% 12 Zynex ZYXI 11/16/11 $0.75 $10.64 1318.67% 13 BlueLinx Holdings BXC 9/29/16 $9.87 $113.59 1192.26% 14 EVI Industries EVI 11/16/12 $1.89 $23.99 1169.31% 15 Neogenomics NEO 7/13/12 $1.80 $20.73 1051.67% 16 NV5 Holdings NVEE 4/23/14 $10.00 $112.28 1033.00% 17 Positron POSC 3/29/20 $0.13 $1.45 1015.38% 18 Goeasy TSE:GSY 2/3/14 $15.10 $160.57 962.67% 19 FitLife Brands FTLF 7/4/14 $2.09 $21.06 907.66% 20 KORU Medical Systems KRMD 6/11/14 $0.29 $2.38 852.00% 21 Transcat TRNS 5/17/17 $11.90 $107.65 812.29% 22 Centrus Energy LEU 4/24/20 $6.18 $54.17 776.54% 23 Galaxy Gaming GLXZ 10/3/11 $0.24 $2.05 754.17% 24 UFP Technologies UFPT 6/28/16 $21.16 $176.60 753.14% 25 Ergomed PLC LON:ERGO 1/18/16 $166.00 $1,346.00 710.84% 26 Amryt Pharma AMYT* 11/22/20 $1.58 $12.50 689.14% 27 Photon Control PHO.TO* 7/23/14 $0.47 $3.60 665.96% 28 Pro-Dex PDEX 7/19/14 $2.14 $17.21 661.50% 29 Impinj PI 2/17/18 $11.07 $88.01 629.77% 30 Caesars Entertainment CZR 4/14/15 $6.62 $46.82 607.25% 31 InfuSystems INFU 3/19/13 $1.58 $10.70 603.95% 32 OneSoft Solutions CVE:OSS 8/6/15 $0.11 $0.75 581.82% 33 Evergreen Gaming TNA.V* 5/15/16 $0.13 $0.89 581.06% 34 Misonix MSON* 11/7/12 $4.12 $28.00 579.61% 35 Where Food Comes From WFCF 3/2/12 $2.00 $13.51 575.50% 36 TechPrecision Corp. TPCS 1/25/16 $0.68 $5.50 570.73% 37 Global Atomic TSE:GLO 2/29/20 $0.40 $2.74 568.29% 38 Gentium SpA GENT* 2/2/12 $8.45 $56.00 562.72% 39 Luna Innovations LUNA 6/12/15 $1.10 $7.10 551.38% 40 DocGo DCGO 5/16/21 $9.99 $5.39 539.00% 41 RCI Hospitality Holdings RICK 5/26/14 $10.50 $66.45 532.86% 42 Score Media and Gaming SCR.TO* 11/11/19 $5.90 $36.51 518.73% 43 Attunity ATTU* 4/26/12 $3.80 $23.50 518.42% 44 Total Telecom CVE:TTZ 12/20/16 $0.07 $0.49 512.50% 45 Green Brick Partners GRBK 12/5/14 $8.31 $52.57 511.28% 46 Tornado Global Hydrovacs CVE:TGH 1/5/17 $0.08 $0.48 500.00% 47 Dot Hill Systems HILL* 4/12/13 $1.67 $9.75 483.83% 48 Simulations Plus SLP 7/12/16 $7.77 $45.41 470.48% 49 Trisura TSE:TSU 7/16/17 $23.71 $33.86 467.17% 50 Kneat.com TSE:KSI 1/8/17 $0.50 $3.00 445.45% 51 Optex Systems OPXS 7/18/18 $1.10 $5.99 444.55% 52 AMREP Corporation AXR 1/13/16 $4.10 $21.75 437.04% 53 EACO Corporation EACO 4/4/15 $6.25 $33.85 428.08% 54 Idaho Strategic Resources IDR 12/19/13 $1.26 $6.20 421.01% 55 Genie Energy GNE 8/12/21 $6.06 $29.50 386.80% 56 Sono-Tek SOTK 7/8/14 $1.20 $5.52 375.86% 57 Liberator Medical LBMH* 1/11/13 $0.71 $3.35 371.83% 58 Collectors Universe CLCT* 4/22/20 $19.57 $92.00 370.11% 59 Alphatec Holdings ATEC 10/2/17 $2.65 $15.09 368.63% 60 Clinuvel Pharmaceuticals CLVLY 4/28/15 $2.35 $10.97 366.81% 61 Viemed Healthcare TSE:VMD 1/4/18 $2.10 $10.45 366.52% 62 Docebo TSE:DCBO 10/10/19 $11.41 $67.97 344.25% 63 Arcturus Therapeutics ARCT 8/17/17 $7.14 $31.70 343.98% 64 Torotel TTLO* 8/28/19 $1.40 $6.17 340.71% 65 Ducommun DCO 4/5/12 $11.77 $51.75 339.68% 66 OptimizeRx OPRX 3/8/12 $3.30 $14.00 324.24% 67 Electromed ELMD 3/24/15 $2.50 $10.64 320.55% 68 eXp World Holdings EXPI 5/28/17 $3.65 $15.19 316.16% 69 LiveChat Software WSE:LVC 8/9/19 $35.60 $147.80 315.17% 70 Fab-Form Industries CVE:FBF 3/9/17 $0.40 $1.66 315.00% 71 Sapiens SPNS 2/10/14 $7.30 $29.20 310.69% 72 Hamilton Thorne TSE:HTL 11/30/14 $0.36 $1.35 309.09% 73 Mama's Creations MAMA 7/24/17 $1.15 $4.66 305.22% 74 Valeura Energy TSE:VLE 3/28/16 $0.72 $2.91 304.17% 75 Energy Fuels UUUU 11/11/19 $1.96 $7.68 291.84% 76 Research Solutions RSSS 3/2/16 $0.60 $2.65 289.71% 77 ADF Group TSE:DRX 2/16/21 $1.72 $7.01 289.44% 78 Propel Media PROM 7/27/18 $0.21 $0.89 286.96% 79 Solitron Devices SODI 11/30/20 $4.12 $15.89 285.68% 80 PharmChem PCHM 12/5/16 $0.69 $2.65 284.06% 81 IBEX Technology CVE:IBT 2/11/21 $0.29 $1.14 280.00% 82 IMImobile PLC IMO.L* 12/28/16 $157.00 $595.00 278.98% 83 Butler National Corporation BUKS 2/24/15 $0.18 $0.72 278.95% 84 Hudson Technologies HDSN 7/24/12 $3.50 $13.19 276.86% 85 FitLife Brands FTLF 12/30/13 $5.63 $21.06 274.07% 86 Leatt Corp LEAT 3/30/15 $2.30 $9.35 274.00% 87 Monarch Cement MCEM 11/23/16 $42.06 $153.00 263.77% 88 IEC Electronics IEC* 2/22/16 $4.27 $15.35 259.48% 89 Alter NRG Corp NRG.TO* 12/8/12 $1.40 $5.00 257.14% 90 Performant Financial PFMT 12/20/20 $0.76 $2.92 256.10% 91 Cogstate ASX:CGS 1/27/20 $0.42 $1.46 256.10% 92 Escalade ESCA 2/25/13 $5.83 $20.74 255.75% 93 PDC Energy NASDAQ:PDCE* 7/2/11 $20.25 $72.00 255.56% 94 ARI Network Services ARIS* 12/3/12 $0.39 $1.35 246.15% 95 SharpSpring SHSP* 4/21/15 $4.98 $17.10 243.37% 96 Quest Resources QRHC 12/13/17 $1.96 $6.96 241.18% 97 Innodata INOD 11/23/15 $2.53 $8.58 239.13% 98 Crawford United CRAWA 8/14/17 $9.40 $32.00 236.84% 99 Trupanion TRUP 3/28/16 $9.29 $30.98 233.48% 100 M-Tron MPTI 1/23/23 $10.10 $33.46 231.29% 101 Rosetta Stone RST* 9/12/14 $9.07 $30.00 230.76%

Not so sure about Illumina being a sure thing. Their technology is bettered by both Oxford Nanopore (have a look) and Pacbio and the industry seems to prefer the longer reads sequencing providers. I’ve been watching all three but particularly Oxford Nanopore, I think it’s the best technology which will only get better but they aren’t executing on revenue growth. I agree sequencing is going to be a bigger part of health care going forward but not sure that owning these companies is a slam dunk.

Agree with Healthcare and Biotech, but what to choose? Not sure there is a ETF that I like.

Merry Christmas. Thanks for the reminder to think of others less fortunate - I had totally forgotten this year.

IMO it’s just too hard to predict from here. I expect valuations to remained below long term averages - the sector is hated which sort of prevents it re-rating higher. It would take a big decline for me to buy back in.

So what do you own - Ex-US industrials? Any in particular worth a look?

If the best bull case for oil is hoping for a black swan in the Middle East then the market is in a bad way. These supply shocks are always on the cards but they are barely investable events. It wasn’t too long ago that Saudis production was attacked. The weekend spike in prices fizzled in a day or two.

Agree that some of them are too expensive but there are a great many stocks not expensive. It’s a market of haves and have nots. Some of the big companies like MSFT are truly global beasts that aren’t tethered to the US economy in the same way many other companies in the SP-500 are.

I once read the results of a product in clinical trials for heart diseases. I couldn’t see any evidence that it produced a desirable effect. Believe it was approve by the FDA anyway. I was surprised by that decision.

Cramer is generally optimistic on stocks - not always but mostly. Bet he has made more money that those nearly always pessimistic.

Biden still want a deal with Iran? Or is that finally dead?

Stopped reading at the first apostrophe.

I too have never heard of them. Looks interesting:

Pfizer at 10 year low.

I agree. I think nothing happens. If Venezuela does invade Guyana it will barely move the market, it produces what, 400 kbd of oil? Nothing in the grand scheme of things. Venezuela invading might actually be bearish for oil. It would give the USA an excuse to intervene, over throw the Maduro, lift sanctions causing oil production rocket. I see it weighted heavily towards bearish for oil.

Remember, Saudis and UAE are planning to both bring more oil to the market.

Does the US intervene in there is an invasion?

Holy cow

This, although I was 90+% lol. To add some context, I had a large position in O&G before covid, but when covid came I pretty much put every cent I had into O&G. Unfortunately I had just agreed on my first home a few months before covid came along so I had a very large deposit I couldn’t touch. The amount of money I could have made is not worth thinking about. Still, can’t complain.

I don’t know much about this guy, but a recent video was posted in the energy sector thread, a topic I have better than average knowledge of, and some of his facts were just wrong. Although I did watch a video of his about about Scottish Independence, and found myself largely agreeing with him.

Might be in the video posted above, but there are something like 3,000 upstream producers in the US. There is only so much consolidation that can happen. I wouldn’t be a buyer hear, feel we are back to normal operations after the covid / Ukraine supply shock.

I have a rule. Probability of it being tax loss harvesting = <1%. Probability of bag holders blaming tax loss harvesting (cope) = >100% In all seriousness, nobody can possibly know, but I find it is the usual types that blame it on tax loss harvesting (die hard bulls).

I agree with most of what he says except flooding the market. I don’t think they just turn on all their oil supply. Maybe step wise to a permanently higher production going forward. I’m sure the Saudis don’t want 30-40 oil again.

This is sort of my point though. Shale isn’t going away and the Saudis know this. That’s why I said a ‘flush’ might not be what the Saudis do but they might opt for a permanent supply increase. If they believe like you do, and I do, that Shale is just going to keep pumping and keep prices lower for as long as they can grow production rapidly, then it doesn’t make sense for the Saudis to keep their million+ barrels off the market. Example. Let’s say the Saudis decide to cut another million barrels. Prices go up a bit but this time next year Shale is producing nearly another million more and prices are back where they began. Should they just keep cutting millions of barrels and allow shale to take market share? I don’t think they will, I think they will come to the conclusion that they would prefer it was their barrels are on the market rather than US shale. Shale has disrupted OPEC’s pricing power for now, and if the Saudis cannot get price to where they want, they might as well have as much of the market as possible. One side note on the above. As US production gets lighter and more crude comes on the market, the more valuable the heavy crude is. There is only so much light you can blend. We could see much bigger prices differences in grades over time - almost like separate markets.

Whats the alternative? Let shale continue to produce in very large volumes, bringing prices lower, whilst they have millions spare? If prices are heading lower anyway, because the Shale bros won’t stop pumping, what is the value to Saudis to keep so much oil off the market? It might actually cost them more money in the long run. They might be better to pump now, bring an abrupt halt to the shale production, and keep their production at that level. Yes it would hurt in the short term, but longer term prices would normalise. I think there are political decisions which confound that sure, and budget issues too. But I don’t agree it’s off the table.