October Awaits
September to remember? I had such high hopes. Sadly, it turned out to be a very forgettable month and I'm happy to have it...
Old Fashioned Sunday
While the bankers and fund managers are heading out to the Hamptons for vacation, micro-cap earnings season kicked in last week and news flow...
QUEST RESOURCE HOLDING CORPORATION REPORTS SECOND QUARTER 2021 FINANCIAL RESULTS
TW's Take: another strong quarter of solid execution. Quest is a generating cash, growing rapidly, and well positioned as an ESG play.
THE COLONY, Texas,...
Are We Having Fun Yet? Bull Ride Continues
The "bull" market continued this past week although it showed signs of tiring. Which is good because the bull ride we've been on resembles...
Kentucky Bluegrass
In a holiday shortened week, this newsletter comes from Kentucky where the TW household is attending a family wedding. Throw in a side journey...
Let’s Get Ready To Rumble (2nd Half Preview)
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn...
QUEST RESOURCE HOLDING CORPORATION ANNOUNCES DEFINITIVE AGREEMENT TO ACQUIRE ASSET-LIGHT WASTE SERVICES PROVIDER
TW's Take: a nice acquisition at 5X EV/EBITDA is immediately accretive and fits in with their strategy perfectly. Expect more like this in the...
Stock Picking Wins This Week
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market...
Reversal of Fortune
The pendulum had swung too far. Simply put, companies that are funded and executing on their gameplan cannot go down forever. Eventually they find...
Quest Resource Holding Corporation Reports First Quarter 2021 Financial Results
TW's Take: a very strong quarter. QRHC remains an under-appreciated growth stock trading at a very reasonable price. The ESG aspect of their business...
Alpha-Bet Soup
There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right...
QUEST® PROGANICS™ PROVIDES A TRANSFORMATIVE STEP FORWARD IN ORGANICS RECYCLING
TW's Take: we continue to believe that Quest represents a differentiated offering in the traditional business of waste disposal. In a world increasingly focused...
2nd Degree of Risk
Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at...
Technically Speaking
I've always thought that technical analysts were like lawyers; you can always find one who will tell you what you want to hear.
That said,...
QUEST RESOURCE HOLDING CORPORATION REPORTS 2020 FINANCIAL RESULTS
TW's Take: growth is coming quicker, which is going to really show the street how cheap this stock is. A hidden gem in my...
Miami Advice
The past year has been all about the pandemic. First it was about selling everything. Like every other market meltdown, it was viewed as...
The Micro-Cap Rally Continues Full Force
November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...
QUEST RESOURCE HOLDING CORPORATION ACQUIRES GREEN REMEDIES, STRENGTHENING PRESENCE IN STRATEGIC MARKETS
Tailwinds' Take: this is a nice acquisition for QRHC as it strengthens their ability to access multi-family buildings. Purchase price of around 6X net...
The Final Push…
Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least.
Yet, here we stand...
This Week at Tailwinds
Stocks continued to climb the proverbial wall of worry last week, with the S&P briefly managing to touch an all-time high and the Russell...