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04
Investorfile Top Ideas: Small cap value returns grow for third year in a row
Posted by: Gerry Wimmer
01/04/2015
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Top Ideas average 162% in total gains since 2012.

Despite the market’s volatility in 2014, Investorfile still had a rewarding year for our small stocks. In fact since we re-launched the Investorfile.com website 3-years ago with a blog focused on value-driven small cap investment opportunities (See: Investorfile has a view for value) we have delivered on average triple-digit returns cumulative from a total of 12 Top Ideas stock picks to date. Average returns have grown each year over the last 3-year period:

  • 2014 Average Returns: 162% from 12 Top Ideas cumulative
  • 2013 Average Returns: 144% from 9 Top Ideas cumulative
  • 2012 Average Returns: 25% from 7 Top Ideas cumulative

During 3-year period 2012-2014 our Top Ideas – Small Cap Value Stocks had:

  • Average high-point (highest close stock price) returns of 227%
  • No individual stock price declines (no losing stocks)
  • 3 takeovers/privatizations at a premium to stock price
  • Paid out a combined total of $0.37 per share of dividends

We believe all our small cap value stock Top Ideas are well-positioned to continue to perform in 2015.

As of December 31, 2014 our Small Cap Value Stocks Top Ideas total return leaders (including dividends) were as follows ($C):

  1. Questor Technology Inc. TSXV: QST - $3.07 (+708%)
    See: QST blog posts
  1. WANTED Technologies Corp. TSXV: WAN - $1.34 (+333%)
    See: WAN blog posts

  2. RDM Corporation TSX: RC - $2.80 (+233%)
    See: RC blog posts

  3. Radiant Communications Corp.* - $1.43 (+180%)
    See: RCN blog posts

  4. Titan Logix Corp. TSXV: TLA - $1.23 (+174%)
    See: TLA blog posts

  5. Caldwell Partners International Inc. TSX: CWL - $1.48 (151%)
    See: CWL blog posts

  6. DDS Wireless International Ltd.* - $2.25 (+48%)
    See: DD blog posts

  7. Sangoma Technologies Corp. TSXV: STC - $0.31 (+48%)
    See: STC blog post

  8. Avante Logixx Inc. TSXV: XX - $0.28 (+28%)
    See: XX blog posts

  9. Intrinsyc Technologies Corp. TSX: ITC - $0.90 (+20%)
    See: ITC blog posts

  10. Galvanic Applied Science Inc. * - $1.70 (+17%)
    See: GAV blog posts

  11. Quorum Information Technologies Inc. TSXV: QIS - $0.215 (+7%)
    See: QIS Blog posts

* Denotes company privatization or takeover

Author's ownership disclosure:

TSX: ITC - Yes
TSX: RC – Yes
TSX: CWL – Yes
TSXV: STC - Yes
TSXV: XX – Yes
TSXV: QIS – Yes
TSXV: TLA – Yes
TSXV: QST – Yes
TSXV: WAN – Yes


Read Disclaimer:

This article is for informational purposes only. This article is based on the author's independent analysis and judgment and does not guarantee the information's accuracy or completeness. The information contained in this article is subject to change without notice, and the author assumes no responsibility to update the information contained in this article. The information contained within this article should not be construed as offering of investment advice. Those seeking direct investment advice, should consult a qualified, registered, investment professional. This is not a direct or implied solicitation to buy or sell securities. Readers are advised to conduct their own due diligence prior to considering buying or selling any stock.

Investorfile.com is not engaged in an investor relations agreement with Wanted Technologies Corp., RDM Corporation, Questor Technology Inc., Caldwell Partners International Inc., Avante Logixx Inc., Titan Logix Corp., Sangoma Technologies Corp., Quorum Information Technologies Inc. and Intrinsyc Technologies Corp. nor has it received any compensation from Wanted Technologies Corp., RDM Corporation, Questor Technology Inc., Caldwell Partners International Inc., Avante Logixx Inc., Titan Logix Corp., Sangoma Technologies Corp., Quorum Information Technologies Inc. and Intrinsyc Technologies Corp. for the preparation or distribution of this article.

The author of this article has acquired and may trade shares of Wanted Technologies Corp., RDM Corporation, Questor Technology Inc., Caldwell Partners International Inc., Avante Logixx Inc, Titan Logix Corp., Sangoma Technologies Corp., Quorum Information Technologies Inc. and Inrinsyc Technologies Corp. through open market transactions and for investment purposes only.

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Comments:
Posted by: Samual
Gerry, great performance on your small cap Top Ideas. Even when most small cap stocks got hammered in 2014, your picks bucked the trend. Keep up the good work and I look forward to reading your blog posts in 2015.

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Hi Gerry, Your philosophy is focused on principles that have been shown to produce above average results over time and your record has clearly proven that. Congratulations on a great blog and thank you for the hard work that you do in sharing and updating your ideas; it is much appreciated.