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,
(If you want to chat, email me at email@example.com)
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Robin Speziale is the National Bestselling Author of Market Masters. He lives in Toronto, Canada. Get a copy of his latest book, Capital Compounders.
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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.