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4
Investorfile stock picks had a banner year
Posted by: Gerry Wimmer
1/4/2020
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Average total current returns grew by 47% in 2019. Several stocks hit all-time highs, driving the average for the high-point return for all of Investorfile’s Top Ideas to 318% since inception.

While it did not always feel like 2019 would turn out to be great year for Investorfile’s small cap value stock picks, the final investment results say otherwise, due to a very strong finish.

Since inception, our selection of 20 small cap value stock picks to date has delivered a total average return of 272%, which is up 47% from the same group of stocks in 2018. When we compare this to the S&P/TSX Small Cap Index, which posted a gain of 12.8% in 2019, and the S&P/TSX Venture Exchange Composite Index, which was up of 3.65% in 2019, Investorfile’s basket of Top Ideas significantly outperformed the comparable market indices.

The high point (highest stock price close) average return for all of our Top Ideas since the inception of the Investorfile blog rose to 318% by the end of 2019, compared to 271% at the end of 2018. This was driven by several Investorfile stocks that hit all-time highs over the past year.

Since December 2011, Investorfile has documented 20 picks that, to date, make up our list of Top Ideas – Small Cap Value stocks. This summarizes the performance of our Top Ideas over the past eight years:

  • Average high-point returns based on highest closing stock price equals 318%
  • Average current returns to date (which includes all dividends paid) equals 272%
  • Only two of 20 stock picks currently have negative returns (both should reverse)
  • Seven takeovers/privatizations at a premium to stock price (two more pending)
  • Paid out a combined total of $0.9275 per share of dividends

The top five share price performers among our Top Ideas during 2019:

  • Gatekeeper Systems (TSXV: GSI) +137%
  • Sangoma Technologies (TSXV: STC) +101%
  • Quorum Information Technologies (TSXV: QIS) + 87%
  • AirIQ (TSXV: IQ) +73%
  • Questor Technology (TSXV: QST) +49%

As of December 31, 2019, the ranking of our Top Ideas for investment returns (including dividends) were as follows ($C):

1. Questor Technology Inc. TSXV: QST- $4.96 (+1205%)
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2. Sangoma Technologies Corp., TSXV: STC- $2.49 (+1086%)
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3. RDM Corporation, Takeover 2017- $5.45 (+708%)
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4. Quorum Information Technologies Inc., TSXV: QIS- $1.29 (+545%)
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5. Caldwell Partners International Inc., TSX: CWL- $1.24 (+528%)
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6. WANTED Technologies Corp., Takeover 2015- $1.79 (+478%)
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7. AirIQ Inc., TSXV: IQ- $0.25 (+213%)
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8. Radiant Communications Corp., Takeover 2013$1.43 (+180%)
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9. Intrinsyc Technologies Corp. TSX: ITC- $1.68 (+124%)
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10. Gatekeeper Systems Inc., TSXV: GSI - $0.225 (+105%)
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11. IWG Technologies Inc., Takeover 2017- $0.43 (+95%)
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12. Intouch Insight Ltd. TSXV: INX- $0.43 (+54%)
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13. DDS Wireless International Ltd., Takeover 2014- $2.25 (+48%)
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14. Avante Logixx Inc. TSXV: XX- $1.49 (+35%)
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15. Ergoresearch Ltd., TSXV: ERG- $0.30 (+30%)
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g posts

16. Galvanic Applied Science Inc., Takover 2014- $1.70 (+17%)
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17. Destiny Media Technologies Inc., TSXV: DSY - $1.18 (+10%)
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18. Posera Ltd., TSX: PAY- $0.12 (+10%)
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19. Titan Logix Corp., TSXV: TLA - $0.43 (-$4%)
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20. Novra Technologies Inc., TSXV: NVI - $0.10 (-34%)
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We believe all of our active Top Ideas are well-positioned operationally, have strong balance sheets and, therefore, over time, the market will recognize their performances and their true investment values will continue to grow.

Author's ownership disclosure:
Yes - QST, QIS, STC, CWL, PAY, INX, IQ, ITC, XX, GIS, TLA, NVI, DSY


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.

Investorfileisnot engaged in an investor relations agreement with Questor Technology Inc., Caldwell Partners International Inc., Avante Logixx Inc., Titan Logix Corp., Sangoma Technologies Corp., Quorum Information Technologies Inc. Intrinsyc Technologies Corp., Intouch Insight Ltd., AirIQ Inc., Gatekeeper Systems Inc., Posera Ltd., Novra Technologies Inc. and Destiny Media Technologies Inc. nor has it received any compensation from Questor Technology Inc., Caldwell Partners International Inc., Avante Logixx Inc., Titan Logix Corp., Sangoma Technologies Corp., Quorum Information Technologies Inc. Intrinsyc Technologies Corp., Intouch Insight Ltd., AirIQ Inc., Gatekeeper Systems Inc., Posera Ltd., Novra Technologies Inc. and Destiny Media Technologies Inc. for the preparation or distribution of this article.

The author of this article has acquired and may trade shares of Questor Technology Inc., Caldwell Partners International Inc., Avante Logixx Inc., Titan Logix Corp., Sangoma Technologies Corp., Quorum Information Technologies Inc. Intrinsyc Technologies Corp., Intouch Insight Ltd., AirIQ Inc., Gatekeeper Systems Inc., Posera Ltd., Novra Technologies Inc. and Destiny Media Technologies Inc. through open market transactions and for investment purposes only.

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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.