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VIDEO: AGORACOM Predicts TSX Venture Small-Cap “Melt-Up”

Posted by AGORACOM at 10:11 AM on Wednesday, March 11th, 2015

It is no secret that Canadian small-cap companies have taken a massive beating in the last 4 years, falling from 2,500 to 650 or ~ 75%.  That is a brutal melt down and here is a visual:

TSXV MeltUp

 

Nobody escaped unscathed.  If you were lucky, you survived – barely.  The rest just died.  AGORACOM survived largely because we saw the oversupply and called it as far back as 2008 when I posted the following right here on this same blog”

“Let the fly by nights die, consolidate those with decent assets and let the superstars stand up on their own two feet.”

Our industry, however, didn’t learn our lesson and chose to keep the fly by nights going in the name and pursuit of greed.  Unfortunately, Mr. Market doesn’t like an oversupply of non-performing assets, so he chose to teach us the lesson by turning fly by nights into zombies.  For the record, I want to thank Tony Simon for quantifying the term … but have to give credit to our very own Chief Market Commentator, Allan Bary Labouchan, for first applying the term Zombies to the TSX Venture Walking Dead … watch this clip.

THAT WAS THE BAD NEWS … HERE IS THE GOOD NEWS … I’M NOW CALLING A MELT UP

I’m calling it, right here, right now … the Canadian Small Cap Market is now entering a Melt UP Phase that will last for a minimum of 4 years. My call is based on the following:

  1. The Zombies may still be walking around but we all know who they are and they no longer pose a risk.
  2. Investors have ended the “mourning” phase and are now seeking new investments to build their future with.  This is supported by our traffic metrics clearly demonstrating investors are spending more time researching even while the TSXV bottomed out in 2014.
  3. The Buzz at PDAC was much more focused on making real deals and moves between the strong companies that survived the melt down.
  4. The survivors are trading at ridiculously cheap prices.
  5. The TSX Venture Exchange is starting to see healthy diversification via “real” companies from the tech and medical space.  I emphasize REAL because these companies have real products, customers and business plans.

More than just lip service, here is my video call.  If your small cap company is ready to take advantage of the multi-year melt up, be sure to get in contact with us to discuss our CASHLESS online programs!

TSXV MeltUpVideo

 

VIDEO: 10 Things You Didn’t Know You Could Do With Your iPhone

Posted by AGORACOM at 4:39 AM on Tuesday, August 19th, 2014

Wow … We’ve All Said “Analysts Suck” … But This Pie Graph Now Makes It Official …

Posted by AGORACOM at 10:48 AM on Thursday, April 18th, 2013

Via The Reformed Broker .. Click Image To Go To Story

No, this isn’t a running count of arguments between married couples … these are the accuracy of recommendations by 883 analysts of all Dow 30 stocks.

Flip a coin.

Better yet, figure it out by collaborating with your fellow AGORACOM members.

Regards,

George

Despite Screaming Gold & Silver – Tech Plays Take Top 6 Volume Spots on TSX Venture

Posted by AGORACOM at 3:49 PM on Tuesday, April 19th, 2011

The day isn’t over just yet but unless something big happens in the next 20 minutes, this is the way things are going to shake out.  You need to get through 6 companies before finding your first hard rock company on the TSX Venture volume list.

I, for one, am happy to see this.  I am big time bullish on junior resources companies going forward … but it’s nice to see we don’t have a one-trick pony.

Regards,
George

Making You A Better Investor …. Wednesday, October 6th, 2010

Posted by AGORACOM at 9:40 AM on Wednesday, October 6th, 2010

Good morning to you all.  Here is our daily dose of important information for small-cap investors.

1. … BREAKING …. Fire River Gold Announces Mineral Resource Estimate For Thier Nixon Fork Gold Mine In Alaska Full Press Release *Client*

2Morgan Stanley Boosts Gold & Silver Price Targets For 2011. Upside Gold Forecast Increased From $1,380 To $1,512 AGORACOM Twitter

3.  Checkmate – US Real Estate Prices On The Verge Of Imploding As Foreclosure System Breaks Down. George says Gold prices Will Drive Higher AGORACOM Blog

4. Gold Up $4 Overnight To $1,344. AGORACOM Gold Matrix George Continues To Point To US Real Estate Issues.

5. Jim Rogers On CNBC. What He Said – And You Should Know – About $USD, US Economy and Ben Bernanke AGORACOM Twitter

QUOTE OF THE DAY

The US Real Estate Foreclosure Debacle Will Give The Federal Reserve The Excuse It Needs To Launch QE2.  Goldman Is Estimating $1.5 Trillion By The End Of This Year

– George Tsiolis On Twitter

Making You A Better Investor – Tuesday October 5th, 2010

Posted by AGORACOM at 9:00 AM on Tuesday, October 5th, 2010

MAKING YOU A BETTER INVESTOR …. TUESDAY, OCTOBER 5TH

1.  Checkmate – US Real Estate Prices On The Verge Of Imploding As Foreclosure System Breaks Down. George says Gold prices Will Drive Higher AGORACOM Blog

2.  States of Texas, Delaware and Maryland All Call For Halt To Foreclosures View AGORACOM Twitter Stream

3. Gold Up $10 Overnight To $1,325. AGORACOM Gold Matrix Headlines Say Bank of Japan Rate Cut Was Catalyst, George Points To US Real Estate Concerns

4. Jim Rogers On CNBC. What He Said – And You Should Know – About $USD, US Economy and Ben Bernanke AGORACOM Twitter

5.  Level 2 Time and Sales Update- Full functionality has now resumed

QUOTE OF THE DAY

Bernanke Does Not Know What He Is Doing.  The Whole Thing Is Dead Wrong

– Jim Rogers on CNBC Yesterday

Credit Default Swaps 101

Posted by AGORACOM at 8:05 AM on Monday, September 13th, 2010

If you are serious about investing, then you should be serious about your ongoing education.  No doubt most of you have heard about Credit Default Swaps (CDS) and the role they played in the current financial crisis – but how many of you actually understand them?

I’ve posted information here in the past but the following presentation by Goldman Sachs is the most thorough resource we have found yet.  Enjoy.

Hat Tip to the good people at distressed volatility.

State of the Market Cds 101

Regards,
George