MicroCap Stocks: 2016 Year-in-Review with Maj Soueidan, GeoInvesting.com

December 22, 2016

This is a special podcast episode with a previous guest on the podcast, Maj Soueidan from GeoInvesting.com. I wanted to do an episode reviewing what happened in the MicroCap space in 2016. As a newsletter writer and full-time investor, Maj provides his thoughts on the year that was.

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

You can follow Maj Soueidan @MajGeoInvesting and for more information about GeoInvesting, please visit: www.GeoInvesting.com

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 33 - Diversifying Your MicroCap Stock Portfolio with Bill Hench, The Royce Funds

December 7, 2016

For this episode of Planet MicroCap Podcast, I spoke with Bill Hench, Portfolio Manager at Royce Funds. For more than 40 years, Royce & Associates, investment advisor to The Royce Funds, has been managing MicroCap, Small-Cap and small/midcap portfolios. Bill and his partner, Buzz Zaino, run the MicroCap Opportunity Fund and the Opportunity Fund. I wanted to speak with Bill to get his perspective on MicroCap investing. A couple things stood out in our interview, including: Bill and Buzz’s four themes for portfolio construction, his definition of “cheap” stocks, but I thought Bill’s point about diversification vs. concentration as a MicroCap investor was also intriguing. He brought this point up multiple times throughout our interview. The goal for this episode is to learn about Bill’s approach to portfolio construction, advice for new MicroCap investors, his stance on diversification vs. concentration, and much more!

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Bill and I discuss the following topics:

- Bill's background

- What got Bill into investing in MicroCap stocks

- Describes the Opportunity Fund and the Micro-Cap Opportunity Fund at Royce

- Diversified vs. concentrated portfolio

- How Bill defines a "cheap" stock

- Asset plays, turnarounds, undervalued growth stories and interrupted earnings are Bill's four themes for portfolio construction: why focus on these themes?

- What does a “Deep Value Strategy” mean?

- In one of Bill's videos, he mentions that a third of the portfolio at any given time includes turnarounds and “broken IPOs”, how do you assess companies that you think fit this mold for potential investment?

- “Exploiting Market Inefficiencies” is a key phrase that many MicroCap investors/funds find attractive about MicroCap investing: what the phrase means to Bill

- Does Bill ever overweigh one sector or another and conversely do you avoid any sectors in their entirety?

- An experience(s) that shaped his MicroCap investing strategy

- Bill's advice for new MicroCap investors

For more information about Bill Hench and The Royce Funds, please visit: www.RoyceFunds.com

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 32 - Why it’s ok to Question Your Investing Thesis with Jason Hirschman, @EightTrack18

November 23, 2016

For this episode of Planet MicroCap Podcast, I spoke with Jason Hirschman, a private investor who goes by the handle @EightTrack in the MicroCapClub and @EightTrack18 on Twitter. I met Jason during a networking party at the MicroCapClub Leadership Summit, and we were going over the company presentations we had just seen that day. I really enjoyed hearing his thoughts and how he assessed management that presented their companies today. The one thing I took away from our conversation was that, while it’s important to put together your investing thesis: you know, what works and what doesn’t; it’s also really important to question that very same investing thesis. The goal for this episode is to learn about Jason’s investing strategy, how he questions management and his advice for new MicroCap investors.

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Jason and I discuss the following topics:

- Jason's background and how he got started investing in MicroCap stocks

- His criteria when assessing a MicroCap company for potential investment

- His MicroCap investing thesis

- How Jason speaks with management

- Types of questions to he'll ask management

- When it comes to your investing strategy and interviewing management, is it more about grilling management or doing your best to disprove your own thesis

- MicroCap investing experiences that taught him a valuable lesson and shaped his thesis

- Jason's advice for new MicroCap investors

- Resources he would recommend new MicroCap investors get familiar with

For more information about Jason Hirschman, you can follow him on Twitter @EightTrack18

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 31 - Short Selling MicroCap Stocks with Chris Irons, Quoth the Raven Research and GeoInvesting

November 8, 2016

For this episode of Planet MicroCap Podcast, I spoke with Chris Irons, Founder of Quoth the Raven Research and Equity Analyst & Senior Business Writer at GeoInvesting. I was introduced to Chris via Maj Soueidan from GeoInvesting.com and my guest for Episode 14. I wanted to discuss an investing style that depending on who talk to has both positive and negative connotations.

For those who don’t know, Short Selling, selling a stock short or having a short position in a stock, according to Investopedia, is defined as, “the sale of a security that is not owned by the seller, or that the seller has borrowed. Short selling is motivated by the belief that a security’s price will decline, enabling it to be bought back at a lower price to make a profit.”

There is a lot more nuance to short selling as will be evidenced in my interview. The goal for this episode to clearly define and understand what short selling is, how one can do it, why some investors sell stock short and how this applies to MicroCap stocks.

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Chris and I discuss the following topics:

- Chris' background and how he got into MicroCap investing

- What does “Short Selling” mean?

- How do you sell a stock “short”?

- Why would he sell a stock short and what are the catalysts

- Difference between selling a MicroCap stock short vs. the large/mid cap stocks

- Advantages and disadvantages of selling a MicroCap stock short

- What short selling experience taught Chris the most, or what was the most memorable

- His advice for new MicroCap investors about short selling MicroCap stocks

- Some good resources for new MicroCap investors can use to learn more about short selling MicroCap stocks

For more information about Chris Irons, GeoInvesting.com and Quoth the Raven Research, please visit: www.GeoInvesting.com and www.quoththeravenresearch.com

You can follow Chris on Twitter @QTRResearch

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 30 - MicroCap Investing Using Technical Analysis with Kevin Shea, MicroCapClub Member/Private Investor

October 26, 2016

For this episode of Planet MicroCapPodcast, I spoke with Kevin Shea, Private Investor and Member of theMicroCapClub. I recently met Kevin at the MicroCapClub Leadership Summit inChicago. At lunch, with Kevin leading the discussion, we started talking about a topic that I basically knew nothing about: Technical Analysis. According to Investopedia,Technical Analysis is defined as, “a trading tool employed to evaluate securities and attempt to forecast their future movement by analyzing statistics gathered from trading activity, such as price movement and volume.” Think of Technical Analysis as the opposite of Fundamental Analysis, however, as you will hear, in MicroCap investing, one tool isn’t necessarily used without the other. The goal for this interview is to learn about Technical Analysis and how it can be applied as a tool in your MicroCap investing strategy. 

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Kevin and I discuss the following topics: 

- Kevin's background and how he got started investing in MicroCap stocks

- What is “Technical Analysis”? And, how he got into and learned about it

- How he applies “technical analysis” to his investing strategy

- Effectiveness of this strategy

- Can “technical analysis” be applied to MicroCap investing?

- How does “technical analysis” work in the broad market vs. with MicroCap stocks?

- What does “sentiment” mean and what does that tell you about stocks that you’re looking at using “technical analysis”?

- Advantages and disadvantages of using “technical analysis”

- Kevin's experiences that taught him a valuable lesson about investing using “technical analysis”

- Where to find more information about “technical analysis”

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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LD Micro “Main Event” 2016 and Current State of MicroCap Stocks with Chris Lahiji, LD Micro

October 19, 2016

This is a special podcast episode with my friend, Chris Lahiji, to discuss the upcoming conference, the LD Micro “Main Event”, taking place at the Luxe Hotel in Los Angeles, December 6-8. This is the 9th year of the “Main Event” and we at Stock News Now are proud to support the conference and look forward to another outstanding event. While I had him on the phone, I figured I’d also ask Chris his thoughts on what’s happening in the MicroCap stock market currently, and what to look out for at his December conference. 

If you would like to attend the LD Micro "Main Event", please visit: www.LDMicro.com/Events

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Episode 29 - When to Buy and When to Sell MicroCap Stocks with Christian Ryther, Curreen Capital

October 12, 2016

For this episode of Planet MicroCapPodcast, I spoke with Christian Ryther, Portfolio Manager of Curreen Capital.The topic for today is when to buy and sell MicroCap stocks. You’ve heard a lot of different investing strategies and what to look for in MicroCap stocks, but what’s been lightly discussed thus far is what to do next. When should I buy?How much should I buy? When do I then sell? The reason I wanted to speak withChristian on this topic is to continue this conversation that he also discusses in his educational YouTube video series, which is available on his website curreencapital.com. The goal for this interview is to learn more about when to buy and sell stocks and the reasons for both. 

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Christian and I discuss the following topics: 

- Christian's background and how he got intoinvesting in MicroCap stocks

- His strategy when investing in MicroCap stocks

Today we're discussing the actual buying and selling of stock. So first off, you find a company you’d like to invest in, its checked all boxes on your list, you’ve met with management, they meet your criteria. Now its time to buy stock. How do you“size” into your initial position?

- The difference between “cost averaging up” vs. “cost averaging down” and when this typically happens

- What are the various reasons why he would startselling off his position? Is it always for negative reasons?

An experience in his investing career that helped him shape your investing strategy

- Advice for new MicroCap investors

For more information about Christian Ryther and Curreen Capital, please visit: www.CurreenCapital.com

You can follow Christian Ryther on Twitter @CurreenCR

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 28 - What is an ‘Intelligent Fanatic’ with Sean Iddings, Co-Author of “Intelligent Fanatics Project”

September 28, 2016

I wanted to start off this episode by thanking Ian Cassel and Mike Schellinger for inviting me to the MicroCap Leadership Summit. It was a fantastic event, where I met so many of you who listen to each and every episode. I have to say, it was a huge thrill for me to be recognized finally for not having the same name as the owner of the New England Patriots. But in all seriousness, thank you so much for listening and I was quite humbled by your kind words. If you like what you hear, I ask that you leave a review on iTunes so that more investors can learn about the world of MicroCap stocks.

Now, back to business - for this episode of Planet MicroCap, I spoke with Sean Iddings, Co-Author of the book, “Intelligent Fanatics Project.” Sean co-wrote the book with my Episode 1 guest, Ian Cassel, and its purpose is to show how great leaders build sustainable businesses. Why is this important and how does it correlate to MicroCap investing? In almost every episode, we discuss the importance of management and the CEO; these are the teams and individuals that we are betting on. The “Intelligent Fanatics Project” highlights 8 managers who have turned small businesses into very large ones. As Ian says in the preface to the book, “All great companies started as small companies, and intelligent fanatics founded most great companies.”

The goal for this interview is to learn about “Intelligent Fanatics”, look for the common elements that these leaders have, and what we can learn from them to become better MicroCap investors, business people and entrepreneurs.  

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Sean and I discuss the following topics: 

- Sean's background and how he got into MicroCap investing

- What is the "Intelligent Fanatics Project"

- What is an "Intelligent Fanatic" and an example from the book

- How to identify an "Intelligent Fanatic". What are their qualities?

- How "Intelligent Fanatics" relates to MicroCap stock investing. What is the correlation?

- When assessing if a MicroCap company may have an "Intelligent Fanatic" running the ship, is it an all or nothing thing? 

- Can you still find a good company to invest in that's not being run by an "Intelligent Fanatic"? 

- According to his research, what is the blueprint for building dominant, sustainable businesses

- Sean's hope for every one who reads "Intelligent Fanatics Project"

- An example from Sean's personal experience encountering or investing in a MicroCap run by an "Intelligent Fanatic"

For more information about Sean Iddings, please visit: www.uncapwisdom.com

You can follow Sean Iddings on Twitter @uncapwisdom

You can also purchase your copy of "Intelligent Fanatics Project" on Amazon.com

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 27 - Dissecting 100 Baggers with Chris Mayer, Bonner & Partners

September 7, 2016

For this episode of the Planet MicroCap Podcast, I spoke with Chris Mayer with Bonner & Partners. Chris is also the author of the book, “100 Baggers: Stocks that Return 100-to-1 and How to Find them”. We interviewed Chris in Vancouver about one year ago, where we began this discussion of 100 Baggers, and I wanted to flesh out this concept a bit more. The goal for this interview is to define the concept of 100 Baggers and what that means, and is investing in a 100 Bagger every investor’s dream?

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016

In this episode, Chris and I discuss the following topics: 

- Chris' background

- General overview of the book, “100 Baggers: Stocks that Return 100-to-1 and How to Find them” and specifically

- What is a ‘100 Bagger’

- Examples of a ‘100 Bagger’

- Is being able to pick a ‘100-Bagger’ every investors’ dream?

- How the term ‘100-Bagger’ relate to MicroCap stocks

- According to his book, what are the attributes of a ‘100-Bagger’

- What is his due diligence process, more specifically, what is the first thing he looks for that will lead to greater investigation of a stock

- Patience is a virtue. And it seems with 100-Baggers, it’s a lot of sitting and waiting. This is much harder than it looks, right?

- How he finds the current investing environment? Are there always possibilities to find that ‘100 Bagger’?

- His advice for new MicroCap investors looking for that next ‘100-Bagger'

For more information about Chris Mayer, please visit: www.BonnerandPartners.com

You can follow Chris Mayer on Twitter @ChrisWMayer

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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Episode 26 - Importance of Financial Modeling for MicroCap Stock Investing with Jim Collins, Editor of MicroCap Guru Newsletter

August 24, 2016

For this episode of the PlanetMicroCap Podcast, I spoke with Jim Collins, Editor of the MicroCap Guru newsletter, and frequent contributor to Forbes and Real Money at theStreet.com. At SNN, we recently launched a newsletter with Jim to cover theMicroCap market, and I wanted to share with you our Editor’s strategy and approach to investing in MicroCap stocks. The goal for this interview is to understandJim’s key ingredients for MicroCap stock investing, and the importance of financial modeling when doing your due diligence.

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2016

In this episode, Jim and I discuss the following topics: 

- Jim's background and what brought him to MicroCap stocks

- When he started writing for Forbes and Real Money at the Street.com

- Prior to making an investment in a MicroCap stock, what is his due diligence process

- His stock selection process, when does a ticker hit his radar screen

- Buy and sell signals

- When does he typically approach management

- Jim's key ingredients for MicroCap stock investing

- What is the MicroCap Guru Newsletter? When will the newsletter come out and where can investors subscribe?

- What are the three most important reasons aninvestor should subscribe to the MicroCap Guru newsletter?

- Jim's advice for new MicroCap investors

For more information about Jim Collins and the MicroCap Guru Newsletter, please visit: www.MicroCapGuru.com

You can follow Jim Collins on Twitter @PortfolioGuru

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

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