Welcome to 2022?

So much for thinking 2022 was going to be an improvement over last year. Last Sunday I tested positive for covid then, on Monday,...

Happy New Year!!!

Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position,...

No QUESTion, This Stock’s A Winner

The irony of it all. While many companies scour the planet searching for potential gold mines, there's a garbage dump in the UK containing...

Quest Resource Holding Acquires Two Asset-Light Waste Services Companies

TW's Take: excellent news as QRHC adds to their revenue and EBITDA substantially without issuing more shares, making this highly accretive. Quest is entering...

Quest Resource Holding Corp. Reports 3rd Quarter 2021 Financial Results

TW's Take: great growth taking place here as Quest is achieving critical mass. Completely off the radar screen ESG opportunity. We expect the stock...

Three Non-Biotech Stocks

Higher interest rates and inflation are not good for long-term investment plays. When earnings are years out, a change in the discount rate can...

QUEST RESOURCE HOLDING CORPORATION ACQUIRES ASSET-LIGHT WASTE SERVICES PROVIDER

TW's Take: more positive momentum for their business, this acquisition comes at around 5X EBITDA before synergies, so very reasonably priced with a great...

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...
DFC Advisory Services LLC (dba TW Research Group) is an investment adviser. We are also compensated for publishing information on certain companies. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.