Guest Post - 5 High Conviction Multibagger Ideas from Geoinvesting That Are Also In Our MSMqi
Plus 4 high risk speculative stocks from the "bench"
My Current Top Stocks (and a Few Speculative Picks)
Every so often, I get the same question from subscribers: “What are your top stocks right now?”
It’s a fair question. Between GeoInvesting and our MS Microcap Quality Index (MSMqi), we’ve built coverage across more than 1,500 companies. With so much happening, like new earnings releases, developing catalysts, and emerging names in the pipeline, it’s easy to lose track of where conviction is strongest.
Even though this Substack also maintains the MSM Spotlight Index , which has highlighted high probability short and long-term multibagger setups across our universe (up 54% since its launch in April 2024), I wanted to republish this piece (originally shared on GeoInvesting) as a guest post here on Cliff Notes.
It brings together my five favorite stocks right now, along with a 4 speculative ideas worth keeping an eye on. I want to be clear here… I think all 9 stocks have multibagger potential.
Think of this as a snapshot in time… a way to help you navigate our growing research platform, see where conviction stands today, and understand how those views may evolve as new headlines and catalysts emerge.
Let’s get into it — here are the five I’m most focused on right now (and why they’ve earned a spot at the top of my list). Please note that 8 of the 9 stocks I will point out are already in the MSMqi, accompanied with a research Cliff Note. I have also included links to CEO Fireside Chats videos I hosted with some of them.
🏆 1. KLNG - Contract Momentum
Cliff Note #92 - Link
Starting 5 Conference - Link
Koil Energy Solutions, Inc. (OTCQB:KLNG) - Contract momentum is finally putting this subsea services company, which has a long history of quarterly financial volatility, into a position of short- to mid-term visibility. We believe earnings per share could show solid growth over the next few quarters, potentially helping the market re-rate the stock higher. We’re actually somewhat amazed that the stock hasn’t reacted more strongly to the contract win flow
💡 2. PPIH - Backlog Provides Provides Visibility
Cliff Note #91 - Link
Perma-pipe International Holdings (NASDAQ:PPIH) – Increasing backlog and Middle East modernization infrastructure themes make this an attractive short- and long-term play. Middle East modernization infrastructure themes is particularly intriguing, given the increased prospects between Israel and Hamas. The stock has pulled back after its last quarterly report, largely as an overreaction to one-time expenses and a temporary dip in gross margins. According to Kyle Adam’
interview with management, margins have already stabilized and EPS should return to prior levels, implying a potential quarterly run-rate around $0.60, or roughly $2.40 annually. A 15–25x P/E multiple would justify a healthy return of 40% to 140% from current levels.Below, I break down the rest of my favorite names, plus 4 speculative setups that could double if their near-term catalysts play out.