Post by
retiredcf on Nov 25, 2024 6:55am
Recommendation
In the higher risk/higher reward small cap part of a portfolio, I'm interested in a number of companies. Any that stand out as particularly attractive candidates that I should acquire?
All comments are assuming readers understand the much higher risk of small caps and comments are to be in the context of small caps only. BRM looks good and is priced well. The sector has growth potential also.....MDA is not small but very interesting right now as a unique company in Canada winning big contracts; ZDC looks good and can be bought. Therefore, we would concentrate buying to MDA, ZDC and BRM for growth. (5iResearch)
Comment by
fdfd12 on Nov 25, 2024 7:09am
I have ZDC, PNG, VHI and DRX as small caps. Being also a 5I member for 7 years, I have not heard of BRM! There is NO volume compared to the others. This magnifies the risk since it appears smaller than the others. What can you tell us about it?
Comment by
retiredcf on Nov 25, 2024 10:17am
Simply scroll back and read the BB posts and headlines. The SP started to accelerate after strong eanings were released on 5 Nov. GLTA
Comment by
sumpineh on Nov 25, 2024 11:42am
Congrats. I remember you from the PYR BB. I am also fortunate enough to own shares in ZDC,PNG and VHI (not DRX yet). I also subscribe to 5N and really appreciate all the DD that Retiredcf puts out on SH.GLTA ( check out HBFG as well)