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%)
See all blog posts
2. Sangoma Technologies Corp., TSXV:
STC- $2.49 (+1086%)
See all blog posts
3. RDM Corporation, Takeover 2017- $5.45 (+708%)
See all blog posts
4. Quorum Information Technologies Inc.,
TSXV: QIS- $1.29 (+545%)
See all blog post 5. Caldwell Partners International Inc., TSX: CWL- $1.24 (+528%) See all blog posts
6. WANTED Technologies Corp., Takeover
2015- $1.79 (+478%)
See all blog posts
7. AirIQ Inc., TSXV: IQ- $0.25 (+213%)
See all blog posts
8. Radiant Communications Corp., Takeover
2013$1.43 (+180%)
See all blog posts
9. Intrinsyc Technologies Corp. TSX:
ITC- $1.68 (+124%)
See all blog posts
10. Gatekeeper Systems Inc., TSXV: GSI - $0.225 (+105%)
See all blog posts
11. IWG Technologies Inc., Takeover
2017- $0.43 (+95%)
See all blog posts
12. Intouch Insight Ltd. TSXV: INX-
$0.43 (+54%)
See all blog posts
13. DDS Wireless International Ltd.,
Takeover 2014- $2.25 (+48%)
See blog posts
14. Avante Logixx Inc. TSXV: XX-
$1.49 (+35%)
See all blog posts
15. Ergoresearch Ltd., TSXV: ERG-
$0.30 (+30%)
See all blog posts
16. Galvanic Applied Science Inc., Takover 2014- $1.70 (+17%) See all blog posts
17. Destiny Media Technologies Inc., TSXV:
DSY - $1.18 (+10%)
See all blog posts
18. Posera Ltd., TSX: PAY- $0.12 (+10%)
See all blog posts
19. Titan Logix Corp., TSXV: TLA - $0.43 (-$4%)
See all blog posts
20. Novra Technologies Inc., TSXV: NVI -
$0.10 (-34%)
See all blog posts
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. |