Why it matters: With the rollout of 5G and the introduction of new communications-heavy technologies like the internet of things, the need for engineering and infrastructure services in telecom and enterprise markets should remain robust for many years to come. SGSI has proven itself a player in this space, and the recent contract wins show a major acceleration of sales. As of early March, the Company generated $3.5 million in new contract wins for the year. In the two weeks thereafter, they added another $2 million.

Key quote: “We anticipate seeing more of this activity during 2018.” – Roger Ponder, CEO

What’s next? With favorable industry trends underpinning its core telecom-services business, it’s likely we’ll see a steady flow of new contract-win announcements in the months ahead. Right now, the stock trades for a market cap of under $3 million – less than the sales the company generated in the first two months of the year. As more investors learn of SGSI, the shares are likely to begin reflecting a much better valuation, creating a big win for those accumulating shares at current levels.

Why It matters: To anyone who has been following GSRX’s filings, the recent news doesn’t come as a surprise. The Company has made it clear that it intends to build a vertically integrated operation in key markets in the United States, and these latest announcements demonstrate its ability to execute on those plans. Acquiring established, profitable operations could catapult GSRX to the top of this young, fragmented and very sizable industry.

Key quote: “With our majority stake in Spirulinex, Green Spirit has now added a major link of the rapidly growing cannabis product supply chain to the Company’s portfolio of businesses.” – Les Ball, CEO

What’s Next? Led by Les Ball, former Chairman of Macy’s Midwest, GSRX is well-positioned to become a leader in the industry. Recent announcements are probably just the beginning for the Company, which is forecasting $300 million in sales by 2022, with 30% net margins. Achieving even just a fraction of that goal could send shares much higher.

Since our founding in the early 1990s, we’ve seen quite a few bubbles/manias come and go.

The crypto-mania reminds us of the tech bubble of the late 1990s and early 2000s. It was true the Internet and other technologies underpinning that meteoric rise in stock prices would go on to change life as we know it, but markets are an interesting thing. When they go too far, too fast, they end up falling fast and hard.

Many crypto-traders are probably too young to remember, but it’s worth taking a closer look at the NASDAQ’s performance since the tech bubble.

On an inflation-adjusted basis, it took the NASDAQ 18 years to regain its 2000 bubble high. During that time, the internet and technology have become ubiquitous.

In another 18 years, blockchain technologies may well become an integral component of transactions, record keeping, and more. But that doesn’t mean crypto-asset prices will move up accordingly. Rather, history indicates it could be many, many years before prices regain their mania peak.

Why it matters: The results show that TPIV200 vaccination was well-tolerated by all patients, and more than 90% developed robust and durable antigen-specific immune responses against FRa without regard for HLA type. These results align with the intended mechanism of action of the vaccine.

In addition, the Company published a white paper that further details this preliminary data and its potential implications for the Company's ongoing Phase 2 clinical trial of TPIV200 in women with platinum-sensitive ovarian cancer.

Key quote: Peter Hoang, President and CEO of TapImmune: “Although this safety trial was not designed to evaluate clinical efficacy outcomes, all patients remained alive at last follow-up, at least two years following initiation of immunization, and the large majority of vaccinated patients developed lasting immune responses against multiple FRa epitopes.”

The back story: TapImmune is in four active Phase 2 clinical trials (six clinical trials in total) in the $100+ billion market for immunotherapy cancer drugs. The global market for cancer drugs is projected to top $150 billion by 2020 (IMS Health), and much of the growth is being driven by constant innovations in cancer immunotherapy. Currently, the company is advancing its robust mid-stage clinical pipeline focused on breast and ovarian cancer.

Contracted with a growing number of national and regional health plans, the Catasys OnTrak solution treats members with behavioral conditions that cause or exacerbate co-existing medical conditions. As of the beginning of March 2018, the Company’s current outreach pool was approximately 30,000, 20% higher than at the end of 2017.

Why it matters: Going forward, management expects substantial growth opportunities in FY18, and they have provided a financial guidance of $20 million in billings for FY18 and a year-end run rate of at least $25 million. Two analysts have buy ratings on CATS. Their target prices: $7.00 and $5.30.

Key quote: Terren Peizer, Chairman and CEO of CATS: “Catasys seeks to improve the health of insured members and subsequently lower costs for our insurance partners. Lowering the high costs to major health plans is the primary component of Catasys’ investment thesis.”

The back story: With its OnTrak solution, Catasys, Inc. improves member health while reducing inpatient and emergency-room utilization, driving a reduction of more than 50% in enrolled health insurers’ costs. OnTrak is currently available in 19 states to members of several leading health plans, including six of the nation’s largest plans.