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Innolog (INHC:OTCBB) Army Contract Adds To Long List Of US Department Of Defence Contracts

Posted by AGORACOM at 12:33 PM on Thursday, December 20th, 2012

Investing in small-caps can be extremely rewarding if you can avoid the promotional hype and focus in on small-cap companies that actually deliver real results, to real customers.

Innolog is one of those companies.

Yes, they are an AGORACOM client so assume I am horribly conflicted … and take a look at the facts below for yourself … real products, real customers (US DoD) and real annual revenues ($5,000,000 +).  The fact that insiders hold > 70% of the shares tells you everything you need to know about their commitment.

Have a look.




BREAKING … Innolog (INHC) … Awarded Another Defence Contract … Adds To Long List of US Department of Defence Contracts ….

Innolog Announces New Subcontract Award

  • Announced that its wholly owned subsidiary, Innovative Logistics Techniques, Inc. received a subcontract award from PD Systems, Inc. to support the U.S. Department of Army
  • Contract is up to two years and will be based out of Chambersburg, PA at the Letterkenny Army Depot.
  • INNOLOG will provide support for labor, management, logistical and technical support services to augment the LEAD civilian and military workforce in recap and reset operations on military armored vehicles and military power generators.


  • US Army
  • US Navy
  • US Air Force
  • Lockheed Martin
  • 2012 Revenues (Year To Date) $4.06 Million
  • 2012 Revenues (Estimated) $5.2 Million
  • 2011 Revenues (Actual) $4.7 Million

60-Second Profile / Corporate Website / Hub on AGORACOM

AGORACOM Interview: Bob Moriarty Says Graphite Is For Real & Gold Juniors Poised For 500% Gains

Posted by AGORACOM at 2:56 PM on Monday, March 26th, 2012

I’m very pleased to announce the completion of an interview with Bob Moriarty, one of the junior resource industry’s most respected commentators whose market thoughts can be found at and   More than just a market commentator, I look forward to reading Bob Moriarty’s comments because he simply isn’t one to sit on the fence and hedge his words.  He makes a call and says it like it is.

This rare trait most likely stems from the fact that Bob was trained to make split-second life or death situations as a young man.  Specifically, Moriarty was a Marine F-4B pilot at the age of twenty and a veteran of over 820 missions in Vietnam. Becoming a Captain in the Marines at 22, he was one of the most highly decorated pilots in the war. He went on to ferry General Aviation aircraft all over the world for 15 years with over 240 over the water deliveries. He holds 14 International Aviation records including Lindbergh’s record for time between New York to Paris in two different categories.

As such, when someone like Bob Moriarty speaks, it behooves all of us to listen.  So what did we talk about today?

1. Why the explosion of interest, investment and growth in new graphite mine development? Is it for real?

2. Why graphite is an analog of oil.

3. Why the present ratio of the XAU (Philly Gold and Silver Index) over gold almost guarantees a 500% return on gold shares over the next two years.

4. Why the banking system is going to collapse / The implications of $708 trillion dollars in derivatives.

5. Middle East tension

This was a great interview.  One of the best we’ve had with a major market commentator, which have included the likes of  Eric Sprott, JF Tardif, Barry Ritholtz , Paul Kedrosky and Eric Coffin.  What made it one of our better ones? Though I agree with much that Bob had to say, I challenged him by playing Devil’s Advocate and arguing the case as presented by Wall Street and the mass media.  Though Bob didn’t budge and argued his case even harder, he was kind of enough to tell me how pleased he was with the interview.

The ultimate judge will be you, so listen in on the first few minutes and see if it carries you through to the fireworks at the end.

On behalf of myself and the entire listening audience, I want to thank Bob for taking time out of his Sunday to speak with us.



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PIMCO Shorts US Debt, Goes To Cash – What Does This Mean For Small-Cap Investors?

Posted by AGORACOM at 8:46 AM on Monday, April 11th, 2011

The biggest news for small-cap investors to digest – by far – is that PIMCO has not only sold all of its US Debt Holdings, it has gone short.  Find my comments below via Twitter (reverse chronology) and my follow on comments below on how this plays out (theory vs. practically):

WHAT DOES THIS MEAN – Theoretically?

On it’s surface (I stress SURFACE), Bill Gross, Founder of PIMCO, is telling us that QE3 isn’t coming and nobody will be stepping into to replace US Fed purchases of US Gov’t debt.  That will lead to – at the very least – a drop in Debt prices, so he is getting the hell out of Dodge.  Simple enough … until you get to my practical comments below.

First, here are the theoretical (I stress THEORETICAL) follow-on effects:

INTEREST RATES – Going higher, just a matter of degree

$USD – Should strengthen with rising rates

EQUITIES – Should weaken for two reasons: A) Corporate expenses rise on higher borrowing rates = lower profits; B) Investors sell stocks to raise cash. Small-cap resource stocks fall in unison.

GOLD / SILVER – Should weaken against the US Dollar at the very least, potentially against most major currencies

US REAL ESTATE – Bombs Away .. my real estate theory since October 2009 remains intact

WHAT DOES THIS MEAN – Practically?

Unfortunately, we have learned over the last decade that economic theory can no longer be relied upon.  After all, interest rate easing that began after 9/11 was never intended to crash real estate markets, plunge the planet into a debt crisis and lead to record nominal gold prices … yet here we are despite the “brightest” minds at the US Fed, White House and Central Banks around the world.

What truly happens isn’t so linear because market manipulation has taken the natural ebb and flow out of all markets – debt, equities, commodities, currencies.  Prices are no longer determined by value – they are determined by confidence or a lack thereof.  As such, what should practically happen is the following:

CONFIDENCE CRISIS – When US Fed purchases of US debt vanishes and isn’t replaced by the market, a crisis of confidence will commence.

INTEREST RATES – Will move incrementally higher, then accelerate as US debt prices free fall

$USD – Will initially strengthen with rising rates and bond nibbling, then drop as investors realize bond/confidence risk is too great.  Swiss Franc and Canadian Dollar will do very well.

EQUITIES – Double Dip probability rises dramatically. Small-cap resource stocks take an initial hit, followed by massive rebound on gold, silver moves (see below).

GOLD / SILVER- Will initially weaken by as much as 20% /30% respectively on early $USD strength, then rocket towards all-time inflation adjusted highs of ~ $2,200 and $150 within 12 months

US REAL ESTATE – Bombs Away .. my real estate theory since October 2009 remains intact


I’d like to think so – but I don’t think so for two reasons:

1] Obvious Reason – I could be very wrong and a number of other outcomes could occur.  This time, I think I’m right – but see #2 below

2]  The Fed / White House / Wall Street Financial Matrix Isn’t Stupid – Despite what many smart people have to say, the powers that be aren’t as stupid as they seem.  They just don’t give a damn about your long-term interests. Despite damage to the current and long-term US economy, I firmly believe they have executed their plan perfectly in their best interests – and they’re not finished ….


It’s coming … 100% … only this time it will require the financial pain I have outlined above in order to politically justify it … but as I posted on March 30th, QE3 Will Be Delayed, Not Terminated.

At that point, the game plan resumes … but not before Bill Gross and PIMCO step back into US Debt, go long and make a killing on their cash thanks to rising debt prices, which leads to falling rates, much weaker $USD, stabilized stock markets, MUCH higher gold/silver, MUCH higher junior resource stocks.

Until then, plan accordingly.


Silver About To Explode As JP Morgan Cheats On COMEX Silver Deliveries?

Posted by AGORACOM at 5:56 AM on Wednesday, March 23rd, 2011

The following video caught the attention of a prominent investor I follow online, so I watched and it makes a lot of sense.  If so, we may be about to see a massive “melt-up” in silver prices and accompanying junior silver companies.  As you all know, I am extremely bullish on Oremex Resources and hold shares.

Watch the video, let me know what you think.  You can post to comments below, or members can post on our Silver HUB. If you’re not a member, you can still post using your Facebook account.

UPDATE: Great Article On Seeking Alpha Exposing The Fast-Tracked JP Morgan Vault Approval.

Excellent Table Of Junior Uranium Losses … And Opportunities

Posted by AGORACOM at 7:11 AM on Wednesday, March 16th, 2011

The good people at Mining Almanac have put together some excellent data illustrating losses suffered by junior mining companies, with most of them being uranium companies. Look to the far right column for a “U” to indicate they are in the uranium business … pretty much all of them.

The carnage is painful to look at, especially given the fact I saw so many of these companies at PDAC celebrating the resurgence of uranium stocks.

Nonetheless, as the saying goes, opportunity comes from crisis, so have a look at the list below and determine which ones provide the best opportunity for a rebound.  Many of these companies have HUBS on AGORACOM, so you can collaborate with investors there, or simply go straight to our Uranium HUB to collaborate in general.

If you click on the image, you can go straight to the page and do some additional filtering, or just use this link.  For example, you can see that I only selected Canadian stocks but you can expand that if you wish.

Gold Was 12th Amongst Best Performing Assets In 2010 … Check Out The List

Posted by AGORACOM at 11:55 AM on Monday, January 3rd, 2011

Courtesy of Paul Kedrosky, a great visual list of which assets performed best in 2010.   List doesn’t include the TSX, which gained 14.3% in 2010.  Otherwise, very helpful in terms of getting investors to expand their investing universe as I suspect many focus on a far narrower list.


Best Investments During Deflation

Posted by AGORACOM at 8:34 AM on Thursday, August 12th, 2010

Market Folly, a financial blog that tracks the portfolios of 40+ prominent hedge funds on a daily basis, put out a great article that helps answer the question I have been asking myself lately (and no doubt you have as well) – what are the best investments during deflation? (Deflation Definition)


This is a very important question considering the fact the markets now believe deflation is a real threat, though most continue to believe (as I still do) that inflation continues to pose the biggest threat.  Nonetheless, considering the fact the stimulus injected by central banks around the world hasn’t produced the desired reflationary effect for the economy – resulting in the fact that  we are now into stimulus 1.5 – the deflation scenario has to be considered.


Market Folly lists them as follows:

  1. Cash / US Dollar
  2. Pay Off Debt
  3. Buy Long-Term Bonds
  4. Short Equities
  5. Buy Dividend Paying Stocks
  6. Short Housing / Avoid Real Estate
  7. Short Leverage
  8. Long Technology
  9. Gold
  10. Buy TIPS

For an expanded discussion on each of these items, read the full article here.  I highly recommend it.