Quick Update from Robin Speziale, author of Market Masters (2016) and Capital Compounders (2018).
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Small Cap Ideas II

///  Update: One of My Best 15 Ideas for 2019 is up +124% YTD ///

I recently caught up with Gerry Wimmer, founder of Investorfile. Gerry is a DIY investor, and shares all of his stock picks online. I think he's a very honest, and credible guy. Gerry runs a concentrated portfolio. Plus, he's got a lot of conviction. Since 2012, Gerry's only picked 20 top ideas (2-3 per year), and as of Dec 2018, his average current price return (with dividends): +185%. We also happen to have overlap in our portfolios (five of his current picks).

I first met Gerry a couple of years ago, and wrote about his stock selection process (short summary) in "Small Cap Ideas". However, now that I'm working on my new Investor Interview Series (streaming audio), I invited Gerry for a follow-up conversation. It's 60+ mins, and we discuss his scope & strategy (micro / small-cap), stock selection process, industry focus (technology, services, industrial), best ideas for 2019, and all 13 current ideas (seven companies were taken over since 2012) including his best performer; Questor Technology QST.v (+1215%; 13x return).

In the Interview, Gerry talks about his current top picks (among other topics):
- Sangoma Technologies (TSXV: STC)
- Avante Logixx (TSXV: XX)
- Caldwell Partners International (TSX: CWL)
- Questor Technology (TSXV: QST)
- Intrinsyc Technologies (TSX: ITC)
- Quorum Information Technologies (TSXV: QIS)
- Posera (TSX: PAY)
- Gatekeeper Systems (TSXV: GSI)
- AirIQ (TSXV: IQ)
- Intouch Insight (TSXV: INX)
- Destiny Media Technologies  (TSXV: DSY)
- Novra Technologies (TSXV: NVI)
- Titan Logix (TSXV: TLA)

It was definitely a fun interview. Lots of new insights.

P.S. Sangoma Technologies (TSXV: STC) was the #1 favourite punch-card project idea for 2019 (4 / 60 submissions).

Regards, and Happy Investing, 

Robin Speziale
(If you want to chat, email me at

Past Newsletters  (in case you missed any):

Robin Speziale is the National Bestselling Author of Market Masters. He lives in Toronto, Canada. Get a copy of his latest book, Capital Compounders. You may have received this newsletter because you started an account on, or accepted the complimentary book, "My 72 Rules", on their website. 

Disclaimer: Robin Speziale is not a registered advisor. This newsletter does not contain financial advice or stock recommendations. Please conduct your own research and consult a professional.
Copyright © 2019 Speziale Media, Inc., All rights reserved.

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