2025 Wolf Picks
Threepeat?
It’s hard to fathom how many stocks were considered, reviewed, tossed out and in some cases brought back in for a second look and then tossed again. Needless to say it was a lot. Many took only seconds to dismiss, and others including some personal favourites just had to take a back seat. But we’re here.
Before we get into the new ones, I obviously have to touch on the previous two years.
In 2023, my selections were Happy Belly Food Group (HBFG.C), Atlas Engineered Products (AEP.V), KITS Eyecare (KITS.TO), NowVertical (NOW.V), and Simply Better Brands (SBBC.V).
2023 was a decent year with these five stocks gaining by a total of 59%, but it has really been the past six months of this year where returns have really taken off driven in large part by HBFG, which is also my largest micro cap holding. As of time of writing, these five picks are up 354%. $20k invested on Jan 1, 2023 in each of those stocks would be worth $454,800 currently.
2024 has seen more immediate returns. Those five stocks, announced between the dates of December 12th and 21st of 2023 were Thermal Energy Int. (TMG.V), Enterprise Group (E.TO), Kraken Robotics (PNG.V), Gatekeeper Systems (GSI.V), along with a longshot pick, NTG Clarity Networks (NCI.V).
Those five have combined for a return of 292% or $391,600 if $20k was invested across each pick.
When you combine the ten over two years they have produced (at peak):
Two 13 baggers (HBFG & NCI)
Three 4 baggers (PNG, KITS & SBBC)
One 3 bagger (E.TO)
Two doubles (GSI & AEP)
Two currently in the red (TMG -5% and NOW -41%)
The above returns do not reflect my holdings or returns and used for illustration purposes. I personally, did not invest in them equally at the time of the selections. Of the ten, I only hold the same level or more shares in four of them (in bold above). I’m completely out of GSI & NOW (dead to me), hold about half positions in TMG and AEP, and I have just a minor position left in KITS. I had been out of SBBC for sometime but re-entered after their most recent quarter and I’m quite bullish on them once again.
