A New Focus Stock Selected During May 2026 Open Forum [GeoWire Weekly No. 239] | + CXDO Special Guest; TGEN InfoArb
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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).
See all emails sent during the week here.
As usual, we highlight the stocks we want to watch most in our big movers and losers list of the week, included at the end of this post. Please take those lists seriously. I think they are one of the most underrated parts of the investment process that people often ignore. They help put your tracking universe into an easy-to-consume snapshot, so you can start diagnosing which stocks are moving up for the right reasons and which ones may be getting punished for the wrong reasons. Think of the list as a “recall” of stocks you might have forgotten about.
Make sure to read on to learn about a new stock added to our High Conviction Model Portfolio and a new stock added to our Data Center Screen, which currently has a 169% average return, excluding the fresh addition.
Stocks discussed at GeoInvesting last week:
Feature Stock: Stock with 2x near-term potential.
Earnings: BIRDF (TSX:BDT) TGEN LEAT IFABF (TSX:IFA) MALJF (TSX:MAL) KLYG FTLF BIRMF (TSX:BRM) KLNG FRTN
New InfoArb: TGEN
Updates: BOF
InfoArb Tear Sheets: TPC BLBD EZPW XPEL TASK FTK MLR LSAK OSS MTRX LTRX LFMD KRMD DRT NDLS LFVN ECOR CAI
Open Forum Feature Stocks: RCMT, MUEL, PPIH, CDTI, KTEL, TGEN, SIF, LEAT, KLNG, FTLF, PXHI, FSI, TSSI, SPCOQ, AIXI
More Open Forum Highlights: CXDO Skull Session
***In case you missed last week’s Wrap-up, it’s available here***
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The post A New Focus Stock Selected During May 2026 Open Forum [GeoWire Weekly No. 239] | + CXDO Special Guest; TGEN InfoArb appeared first on GeoInvesting.
Source: https://geoinvesting.com/a-new-focus-stock-selected-during-may-2026-open-forum-geowire-weekly-no-239-cxdo-special-guest-tgen-infoarb/
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