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Nuvera Communications (NUVR): A Microcap Telecom Company in Rural Minnesota With Stable Earnings and Effective Management That Is Trading At A Cheap Price to Free Cash Flow

Write-up by Carleton Hanson Investment Thesis Summary Nuvera Communications (NUVR) is a micro-cap regional telecommunications company that operates primarily in south-central...

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Geoff Gannon | May 20, 2019 | Premium Articles-01,Stock Ideas | 0 Comments
DPI Holdings Berhad (KLSE:DPI): A Tiny Developing Market Aerosol Paint Manufacturer/Distributor with 16%+ Operating Margins, Wholesale Pricing Power and 12 to 15 Years of Growth Capex in the Bank

Write-up by Warwick Bagnall DPI is a Malaysian manufacturer/distributor of aerosol paint and paint solvents. It’s listed on the ACE...

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Geoff Gannon | May 20, 2019 | Premium Articles-01,Stock Ideas | 0 Comments
GAP Inc. (GPS): A Market Leader in Apparel Retail Is Spinning Off Underperforming Assets Which Should Drive Shareholder Value, But Income Derived From a Third-Party Credit Card Agreement Overstates The Company’s Earning Power And Makes the Stock Too Risky

Write-Up by Jonathan Danielson Gap Inc. (GPS) is a company everyone should be familiar with: they’re an apparel retailer that...

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Geoff Gannon | May 13, 2019 | Premium Articles-01,Stock Ideas | 0 Comments
VieMed Healthcare (VMD): A Founder Led Canadian Listed U.S. Ventilator Company Faces the Risk of Competitive Bidding for its Medicare Patients Starting in 2021

Write-up by REID HUDSON (Geoff’s note: VieMed trades under the symbol “VMD” in Canada and over-the-counter in the U.S. under...

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Geoff Gannon | April 29, 2019 | Premium Articles-01,Stock Ideas | 2 Comments
Sandridge Energy (SD): A Carl Icahn Controlled Post-Bankruptcy Oil Producer With 10-35 Years of Proved Reserves in Colorado, Oklahoma, and Kansas Trading at a Fraction of Net Asset Value

Write-up by JONATHAN DANIELSON Sandridge Energy (SD) is an upstream oil and nat gas exploration and production company with operations...

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Geoff Gannon | April 28, 2019 | Premium Articles-01,Stock Ideas | 0 Comments
Garrett Motion (GTX): Messy Financials, A Peculiar Indemnification Liability, & Typical Spin-off Dynamics Have Obfuscated Garrett Motion’s Attractive Underlying Economics

WRITE-UP BY JONATHAN DANIELSON Overview - Recent Events and Thesis Garrett Motion (GTX) was spun off of Honeywell in September of...

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Geoff Gannon | April 27, 2019 | Premium Articles-01,Stock Ideas | 0 Comments

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Nuvera Communications (NUVR): A Microcap Telecom Company in Rural Minnesota With Stable Earnings and Effective Management That Is Trading At A Cheap Price to Free Cash Flow

DPI Holdings Berhad (KLSE:DPI): A Tiny Developing Market Aerosol Paint Manufacturer/Distributor with 16%+ Operating Margins, Wholesale Pricing Power and 12 to 15 Years of Growth Capex in the Bank

GAP Inc. (GPS): A Market Leader in Apparel Retail Is Spinning Off Underperforming Assets Which Should Drive Shareholder Value, But Income Derived From a Third-Party Credit Card Agreement Overstates The Company’s Earning Power And Makes the Stock Too Risky

VieMed Healthcare (VMD): A Founder Led Canadian Listed U.S. Ventilator Company Faces the Risk of Competitive Bidding for its Medicare Patients Starting in 2021

Sandridge Energy (SD): A Carl Icahn Controlled Post-Bankruptcy Oil Producer With 10-35 Years of Proved Reserves in Colorado, Oklahoma, and Kansas Trading at a Fraction of Net Asset Value

Garrett Motion (GTX): Messy Financials, A Peculiar Indemnification Liability, & Typical Spin-off Dynamics Have Obfuscated Garrett Motion’s Attractive Underlying Economics

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