Investing in Penny Stocks
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 […]
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 […]
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 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
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 […]
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’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 […]
Top 3 Predictions For The Market In 2017
Some major themes have developed in the market this year that will carry over into 2017 and change how investors will profit in the market. Bret Jensen shares his top three strategies for which stocks will win and which will lose in 2017. The third quarter has officially wound to a close. The market has […]
The 6 Biggest Mistakes New Investors Make
Investing is exciting. When you first enter the world of stocks, bonds, real estate, and the limitless other capital investment options, all you can think about is the sheer potential of your financial decisions. Unfortunately, your lack of experience may limit that potential, or sabotage it all together. There’s no way for a novice investor […]
Go Long Value, Rotate Out Of Growth Stocks
“Low interest rates have made it very cheap for companies to grow. Higher ROI will outperform when capital becomes more expensive.” David Poppe, Sequoia Fund’s CEO, on why value stocks have underperformed growth stocks. According to Renaissance Capital, there were 192 biotech IPOs in the past 5 years, raising more than $14.7 billion. Most of […]
Choose How Many Stocks You Will Own
In a previous post, I discussed four simple steps to help you create your own investment strategy. The first step was to select the stock screen you want to follow. The second step was to choose how many stocks you will own. Last week’s post went into detail regarding the first step. In this post, […]
