Archive: Investing in Penny Stocks

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Four Ways To Find (Truly) New (Investment) Ideas

A lot of investors say they want to find great unique ideas, off-the-radar ways to make a lot of money. But it’s a lot more difficult than it sounds. So, few people do what they have to do to find those great ideas. And as a result, they don’t make a lot of money. What […]

investing strategy

4 Main Investing Strategies You Should Know

In the professional investing world, there is a popular saying that all the portfolio managers and analysts talk about: “there’s more than one way to skin a cat.” This refers to the concept that there is no such thing as the absolute “best” investment strategy. Instead, every investment strategy has its own unique set of […]

global small caps

Why You Should Consider Global Small Caps

Because the American equity markets have enjoyed an  abnormally long period, – historically speaking, – of relative outperformance versus the rest of the global marketplace, a common plea among financial advisors and writers has been for investors to maintain discipline and continue to invest abroad.  This, of course, makes sense; after all, a good portion […]

small-cap

A Small-Cap Pause That Refreshes?

Co-CIO Francis Gannon analyzes the cross-currents and reversals in 1Q17 and details why the small-cap rally has room to run. Observations on a Curious Quarter 2016’s Reversals Reversed Stocks saw reversals in leadership based on market capitalization, style, and sector in 1Q17. Large-caps outpaced small-caps, growth beat value, and healthcare stocks shook off a weak […]

stock

Can Small-Caps Resume Their Rocket Ride?

Though the “Trump bump” helped, the year-old winning streak in smaller stocks owes far more to the spirited US economy. This rally has firepower, but we’d be choosy in riding the next leg higher. US small-caps have been on a tear for the past year. The small- and mid-cap Russell 2500 Index rocketed 17.6% in […]

small-cap

Concerned About Interest Rate Risk? Consider Small-Caps

Senior Investment Strategist Steve Lipper looks at the correlation of small-cap stock performance with rising interest rates. How might rising rates affect small-caps? There’s a surprising aspect to small-cap stocks that many investors aren’t aware of. And that’s that it has lower interest rate sensitivity than large-caps. Actually, if you measure it, and you look […]

investing

A Most Wonderful Year For Small-Caps

We believe we have turned the page on the 2011-2015 period in which financial markets behaved in such odd ways, and expect a strong multi-year period for thoughtful and disciplined small-cap active management. By any measure, 2016 was a terrific year for small-cap stocks, one that featured a double-digit positive return for the Russell 2000 […]

microcap

Microcap Stocks – There’s A Lot To Like About Them

“If I was running $1 million today, or $10 million for that matter, I’d be fully invested. Anyone who says that size does not hurt investment performance is selling. The highest rates of return I’ve ever achieved were in the 1950s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. […]

Small-Cap Value More Than Doubles Growth

Small-Cap Value More Than Doubles Growth

Co-CIO Francis Gannon discusses small-caps ongoing strength in 4Q16 and some key reversals for the asset class in 2016. 2016 was a terrific year for small-cap stocks that included some key reversals: The Russell 2000 turned around 2015’s negative result, value outperformed growth, and cyclicals beat defensives. And the Rally Has Room to Run… The […]

Penny Stocks

What’s The Outlook For U.S. Small-Caps?

Portfolio Manager Bill Hench‘s outlook for U.S. small-caps, why he thinks the asset class has performed well in 2016, and what sectors he’s bullish on. Bill Hench’s Outlook for U.S. Small-Caps The U.S. economy is in decent shape. I think things could heat up after the election, because I think many people are holding off […]

Trump victory

Trump’s Surprising Victory: What Small-Cap Investors Need To Know

What should small-cap investors take away from the election results? The initial vote the global markets cast in reaction to Donald Trump’s surprise victory was negative and extreme, yet is already growing more subdued. Markets have been rallying steadily since the result became clear, the European markets are stable, and, in a positive sign for […]