Weekly Treasure Hunt #01—January 12th, 2026
5 beaten-down names, standout earnings, and a highlight from my watchlist
I hope everyone had a great start to the trading year 2026. I am launching this “Weekly Treasure Hunt” to complement my deep dives with concrete setups worth watching. The goal is simple: filter out the noise and highlight the specific setups—earnings beats, contract wins, and unjustified sell-offs that deserve your attention this week.
Weekly Treasure Hunt #01
News
Acorn Energy, Inc. (ACFN) — Expands Infrastructure Asset Management Technology Offerings for Cell Towers, Data Centers and Utilities. Strategic partnership with Israel-based AIO Systems, Ltd. to market, distribute, integrate and sell AIO’s best-in-class solutions for cell tower, data center and utility infrastructure asset management to customers in North America.
DIRTT Environmental Solutions Ltd. (DRT.TO) — Early Termination of Lease Agreement for Former Rock Hill Facility. “This action represents an important step in rationalizing DIRTT’s real estate footprint and is expected to deliver recurring annual cost savings of $1.6 million beginning in January 2026.”
WW International, Inc. (WW) — GLP-1 Platform with Access to Wegovy® Pill Advancing a New Standard for Long-Term Weight Health. $149 per month, providing a more accessible entry point for individuals seeking clinically supported, evidence-based weight health care. On Friday, Amazon announced it will distribute the Wegovy® Pill as well, including a collaboration with $WW. Nonetheless, shares were down 11%.
B.O.S. Better Online Solutions Ltd. (BOSC) — $2.2M order from existing Indian customer for electromechanical connectors, with deliveries expected over the first three quarters of 2026. Reflects strategic expansion in the growing Indian defense and aerospace supply chain market.
Earnings
EACO Corporation (EACO) — A distributor of electronics and fasteners had another set of strong earnings. Revenue grew by 18% and net income by 35%. Furthermore, the company believes “it continues to gain market share through its local presence business model.”
The Caldwell Partners International Inc. (CWL.TO) — A tech-enabled executive search company posted strong earnings. Revenue grew by 36%, and operating income came in at CA$0.8M compared to break-even last year.
SANUWAVE Health (SNWV) [Disclosure: I own shares] — Preliminary results for Q4 2025 came in at the low-to mid-point of their guidance ($13.3-13.4M vs. $13-14M). This represents their highest-quarterly revenue ever and a 29-30% increase compared to 2024 Q4.
Beaten Down Names, Near 52-Week Lows
LifeVantage Corporation (LFVN)—14% above 52-week low. MLM supplement company trading at less than 6x earnings. Dayton Judd (CEO of FitLife) is on the board and owns close to 6% of the company. Shares trade down due to stagnation in sellers and fear of GLP-1 drugs. The company presents in January at the 28th Annual ICR Conference.
Bragg Gaming Group Inc. (BRAG.TO) — iGaming operator, shares are up 24% the last five days and 16% on Friday alone. After a five-year decline from CA$28/share to CA$3ish/share, this could indicate the bottom has been found. The company trades at less than 4x EV/EBITDA. Stock has been punished for regulatory changes in the Netherlands, which used to be their cash cow.
Supremex Inc. (SXP.TO) — Former FinTwit darling. Stock is trading down due to United States Postal Service and labor issues at Canada Post; consequently, revenue and EBITDA decreased. The company did two acquisitions and announced a $53M sale-leaseback in 2025.
Forrester Research, Inc. (FORR) — Stock is down from $60 to $8 in the last three years. Declining revenue and margins caused by weakness in their consulting business are the main reasons for weak share performance in the past years. Currently, shares are trading at 6x earnings.
Epsilon Energy Ltd. (EPSN) — Natural gas and oil producer. Shares are down from $8 to $4. First, the Powder River acquisition made investors cautious; then news from Venezuela and fears over a longer-term cheaper oil price caused the stock to further decline at the start of 2026. The biggest investor, Solas, has been selling shares, while the CEO has been buying sub-$5.
Top Watchlist Pick for this week
A mining services player trading at 5x EV/EBIT after a 52% drawdown. The bad news is priced in, but I am waiting for the 1H 2026 report in February to confirm the turnaround.