ValueWalk Contributor
The author of this article is a contributor to ValueWalk.com. ValueWalk is your everyday source of breaking and evergreen news on everything hedge funds and value investing.
ValueWalk Contributor's Latest Posts
What Will Surprise Small-Cap Investors In 2018?
From the economy to the Fed and rising interest rates, four small-cap specialists reveal what surprises they think 2018 might have for investors. Francis Gannon: The Economy Does Better than People Anticipate Two things I think are going to surprise investors. One is the economy does much better than people anticipate. There seems to be […]
What To Expect For Tech In 2018?
What will be the big tech trends this year? Check our top 7 list! 1. Machines without a driver go to a new level 1.2 million people die in car accidents every year – and we can be rescued by autonomous vehicles that do not require a driver. Of course, the optimism about the fact that all […]
Sessions Rescinds The Cole Memo: Is The Legal Cannabis Industry Worried?
January 1st was an important day for the legal cannabis industry. That was when California became the largest state to allow the open sale of recreational marijuana. Industry observers spoke optimistically of how legal weed could add $5 billion to California’s economy. Just days later, Attorney General Jeff Sessions decided to scrap the Cole Memo, […]
Six Small-Cap Points For 2017 And Beyond
Co-CIO Francis Gannon on what worked best in small-cap in 2017 and what investors should be looking at as we enter the post-tax-reform world. 4Q17 Gave Us More of the Same… In 2017’s final quarter, the U.S. markets extended the performance pattern that characterized the first three quarters of the year: Small-cap growth beat value, large-cap beat small-cap, and […]
Earnings Could Be Stronger Than Ever; Growth And Small-Caps Time To Shine?
Key Takeaways We forecast 8–10% returns for the S&P 500 in 2018. The S&P 500 is well positioned to generate strong earnings, in our view, thanks to better global growth and potentially lower corporate tax rates. Back to business: fundamentals to drive stock market gains in 2018. With a focus on business fundamentals and the […]
Meet The Special Interests Keeping Marijuana Criminalized
In this era of political polarization, when Americans seem to agree on absolutely nothing, let me reassure you. We overwhelmingly agree that cannabis should be legal. 1 in 5 Americans have (state) legal access, 1 in 2 have experimented with it, and more than 1 in 10 smoke regularly. Southern California yuppies are publicly winning prizes for growing the same plant that landed Georgia […]
Will Tax Cuts Yield A Small-Cap Windfall?
Congress is getting down to tax reform, and at first blush, smaller companies seem poised for a windfall. But tax cuts shouldn’t anchor a broad-brush investing strategy. Instead, focus on individual company fundamentals—and the less obvious effects of the evolving legislation. Sentiment toward smaller stocks has been fickle. After last year’s elections, expectations that the Trump […]
Markets Soar As Media Noise Goes By
That loud pitched noise is not a frightening scream from Halloween, but rather what you are likely hearing is the deafening noise coming from Washington D.C or cries from concerned Americans watching senseless acts of terrorism. Thanks to the explosion of real-time social media and smart phones, coupled with the divisive politics and depressing headlines […]