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Investing Whisperer

Keith Schaefer

Scouring the Market for the best small cap stocks--and best small cap stories (not always the same!). 30 yrs of ferreting out the BS

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Substack
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Issues78Founded2 years agoLast Issue6 days ago
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Latest Issues

A TURNAROUND STORY WITH MOMENTUM AT ITS BACK D-BOX TECHNOLOGIES (DBO – TSX)

D-Box Technologies has always been a customer experience company with a compelling product. But for years, the experience of owning D-Box stock was been anything but!

This is a stock that I have watched seemingly forever! Until only recent...

6 days ago
2

THE CHEAP, VERY ODD BANK THAT’S RUN BY THE TIM HORTONS FOUNDING FAMILY

QUICK FACTS

Trading Symbols: RFA-TSX
Share Price Today: $24
Shares Outstanding: 46.6 million
Market Capitalization: $1.1 Billion
Tangible Book Value: $1.497 Billion

Thanks for reading Investing Whisperer! Subscribe for free to rec...

13 days ago
2

STEEL YOURSELF THIS CHART IS STARTING TO LOOK GREAT

QUICK FACTS

Trading Symbols: DRX
Share Price Today: $10
Shares Outstanding: 28.5 million
Market Capitalization: $285 million
Cash: $63 million
Debt: $39 million
Enterprise Value: $262 million

FROM TARIFF PUNCHING BAG TO...

a month ago
1

Another Oddball Commodity Play on Strait of Hormuz

If nothing else, the war has been a learning experience!

I have learned more than I ever cared to know about the supply/demand dynamics of obscure commodities that just happen to transit through the Strait of Hormuz.

Thanks for reading In...

a month ago
3

CASH FLOW IS SET TO TRIPLE BUT THE STOCK IS FLAT

Baylin Technologies (BYL – TSXv) has announced what could prove to be a genuinely transformative acquisition for the business—tripling the EBITDA here in 2026. Shareholders here have had a tough five years, but this new acquisition could ch...

3 months ago
2

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  • Keith Schaefer

    Scouring the Market for the best small cap stocks--and best small cap stories (not always the same!). 30 yrs of ferreting out the BS

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