Last month, I published my Fourth Quarter Earnings Preview, sharing some predictions and companies to watch. Let’s review those predictions and see how they played out!
Lots of pain in microcap land in April (including my portfolio lol).
OML is an interesting company and the set-up seems reasonable. I met with IFA in Vegas. I'm new to the name, so I didn't have much in the way of questions. Seems like 2025 should be strong, but I don't know what it looks like after.
IFA is expanding with larger retailers in the US. Apparently, they weren't able to do so before because they didn't have the scale to fulfill these large orders, but now they do. I'm by no means an expert, but it seems like the growth trajectory could be sustainable. The main question mark is what happens with the tariffs or other US protectionist measures.
Lots of pain in microcap land in April (including my portfolio lol).
OML is an interesting company and the set-up seems reasonable. I met with IFA in Vegas. I'm new to the name, so I didn't have much in the way of questions. Seems like 2025 should be strong, but I don't know what it looks like after.
IFA is expanding with larger retailers in the US. Apparently, they weren't able to do so before because they didn't have the scale to fulfill these large orders, but now they do. I'm by no means an expert, but it seems like the growth trajectory could be sustainable. The main question mark is what happens with the tariffs or other US protectionist measures.