Episodes
Monday Sep 28, 2015
Monday Sep 28, 2015
For this episode of the Planet MicroCap Podcast, I wanted to learn more about the relationship and long history between MicroCap stocks and OTC Markets. For clarification, “OTC”, stands for “Over-the-Counter”, which means, as Investopedia defines it as, “a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, etc…” Investopedia breaks it down even further, when it states, “the reason for which a stock is traded over-the-counter is usually because a company is small, making it unable to meet exchange listing requirements.” That sounds a lot like, MicroCap Stocks, right?
However, because of advances in new technology and growing interest in MicroCap stocks, I wanted to find out if the relationship has gotten more complex over the years. To help me with this task, I spoke with Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group, Inc., who own and operate the Over-the-counter financial marketplaces, OTCQX, OTCQB, and OTC Pink. He is responsible for all international and domestic corporate services.
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 Summer/Fall 2015
In this episode, Mr. Paltrowitz discuss the following topics:
- History of the Over-the-Counter stock markets
- How the OTC Markets came to be
- Description of the OTCQX, OTCQB and OTC Pink markets: what are the differences, qualifications for trading on each, etc...
- How has the OTC Markets globalized the stock market?
- Discusses ADR's, "American Depository Receipt"'s
- How difficult is it for companies to list on multiple exchanges including OTC Markets in the US
- How does market making work together with OTC Markets?
- Why are a big percentage of MicroCap stocks listed on one of the OTC Markets' exchanges?
- Comments on Liquidity
- How does OTC Markets attract new listing companies? And, his view on "Uplisting"
- Mr. Paltrowitz' background
- You can follow the OTC Markets Group on Twitter @OTCMarkets
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Wednesday Sep 16, 2015
Wednesday Sep 16, 2015
Hope everyone had a wonderful Labor Day Weekend! We're back with Episode 7 of the Planet MicroCap Podcast. For this episode, we're talking about the Commodity Futures Market - what this means and how it correlates to MicroCap-related businesses. To help me out, I enlisted the help of, not one, but two guests: Mark Shore, Founder of Shore Capital Research, and Shelly Kraft, Founder/CEO of StockNewsNow.com.
- What is the Commodity Futures Market?
- How do you buy and sell futures?
- Is there a correlation between the Commodity Futures Market and MicroCaps?
- What is the intrinsic relationship between the Commodity Futures Market and MicroCaps?
- How can understand the Commodity Futures Market help you when analyzing MicroCap stocks?
- How the Commodity Futures Market works
- Examples, experiences trading on the Commodity Futures Market
- History of the Chicago Board of Trade
- Where to find more information about the Commodity Futures Market
- For more information about Mark Shore and Shore Capital Research, go to: www.ShoreCapMgmt.com
- Follow Mark on Twitter @Shorecap
Tuesday Sep 01, 2015
Episode 6 - Chris Lahiji, LD Micro: How to Interview MicroCap Management
Tuesday Sep 01, 2015
Tuesday Sep 01, 2015
- Chris' background in MicroCap
- Why is it important to speak with management when investing in MicroCap Stocks
- Why talking with management is a key part of qualitative due diligence
- His approach to meeting with management
- Do's and Don'ts when interviewing management
- Talking on the phone vs. in-person at a conference: Advantages and Disadvantages
- What types of questions should we be asking; are they sector dependent?
- Are there any questions you shouldn't ask?
- His experiences meeting with management
- For more information, go to: www.LDMicro.com
Tuesday Aug 25, 2015
Episode 5 - Fred Rockwell, Tarsier Capital: Defining Quantitative Metrics PART 1
Tuesday Aug 25, 2015
Tuesday Aug 25, 2015
Metrics, or quantitative metrics, as defined on Investopedia, are parameters or measures of quantitative assessment used for measurement, comparison or to track performance or production, and analysts use metrics to compare the performance of different companies, despite the many variations between firms. In the first couple episodes, the term 'metrics', or quantitative metrics, have been referenced a few times with regard to finding new MicroCap stocks, especially when using stock screeners. So, in this episode of the Planet MicroCap Podcast, our host, Robert Kraft @BobbyKKraft, spoke with Fred Rockwell, Founder of Tarsier Capital Management and Host of the Micro Cap Investing Podcast, discuss quantitative metrics.
- FCF Yield (Free Cash Flow Yield)
- EV/EBITDA
- P/E (Price Earnings Ratio)
- P/TBV (Price to Tangible Book Value)
- Revenue and Income CAGR (Compound Annual Growth Rate)
Monday Aug 17, 2015
Monday Aug 17, 2015
A 'Stock Screener', as defined on Investopedia, is a tool that investors and traders can use to filter stocks based on user-defined metrics. When it comes to discovering new MicroCap stocks, one suggestion is to use a stock screener to narrow down your search. In this episode of the Planet MicroCap Podcast, our host, Robert Kraft @BobbyKKraft spoke with Tom Shaughnessy, Founder of SecretCaps.com (www.SecretCaps.com).
- What is a 'Stock Screener'?
- Why are Stock Screeners important?
- How and why Tom uses Stock Screeners
- Why Stock Screeners are important when researching MicroCap stocks
- What kind of data you can screen for when using a Stock Screener
- The differences between Stock Screeners: Paid for- vs. Free
- Conflicts of information between Stock Screeners
- How someone who has been investing for 30 years or just getting started can take advantage of the availability and using Stock Screeners
- You can follow Tom Shaughnessy @Toms_119
Monday Aug 10, 2015
Monday Aug 10, 2015
The Marijuana Industry is the topic for this week's episode of the Planet MicroCap Podcast. In recent years, medical marijuana and marijuana for recreational use has been getting a lot press with many startup and MicroCap companies looking to profit from this burgeoning industry - across all sectors: service providers, technology, consumer goods, and healthcare. In Episode 3, our host spoke with Trent Woloveck, Chief Operating Officer of American Cannabis Company, Inc. (www.AmericanCannabisConsulting.com).
- Overview of American Cannabis Company and how they help Canna-entrepreneurs
- Current federal regulations on Marijuana and Medical Marijuana programs
- CARERS Act of 2015
- Investing in Cannabis
- First thoughts on 2016 Presidential Election and how that may affect Marijuana legislation
- Discuss different businesses within the Marijuana Industry: technology, services, etc...
- History of American Cannabis Company
- Advancements in Medical Marijuana - focus on Cannabinoids and Oil-based Extracts
- Catalysts for Growth in Marijuana Industry
- You can follow American Cannabis Company @CannabizConsult
Monday Aug 03, 2015
Monday Aug 03, 2015
Are you interested in learning about investing in Natural Resources? Looking for tools to get started? Then you're going to want to listen to our latest episode of the Planet MicroCap Podcast. In Episode 2, our host spoke with Nick Hodge, Founder and Editor-in-Chief of the Outsider Club (www.OutsiderClub.com).
- How Mr. Hodge began his career and founding of the Outsider Club
- When he first started writing about clean technology, what did he do to begin his research?
- Immersion into Natural Resources, Clean-tech, Energy sectors: going to conferences, doing research, asking questions
- Why understanding Geo-politics is key?
- What are the different catalysts he looks for when analyzing Natural Resources sector?
- How to analyze management of Natural Resources companies
- Importance of developing a network of peers and experts
- Where he finds new ideas and suggested reading for investors
- You can follow Nick Hodge on Twitter @NickCHodge
Monday Jul 27, 2015
Episode 1 - Ian Cassel, MicroCapClub: So you want to be a MicroCap Investor?
Monday Jul 27, 2015
Monday Jul 27, 2015
Hello everyone!