buy-sell

Is Policy Skepticism Creating A Small Cap Opportunity?

Key Takeaways We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C. Loss of confidence in policymakers’ ability to achieve tax reform has created an opportunity in small caps, in our view, should a tax deal be reached in Washington, D.C. The potential for the U.S. dollar to […]

bullish market

7 Small-Cap Stocks With Big-League Potential

While the market takes a summer break, small caps are prepping for fall Accelerating growth is usually the sign that small-cap stocks will take the lead in the markets. While we’re seeing some growth in the economy — recent numbers show the economy grew 2.6% in the last quarter — the growth I’m talking about […]

10 ‘Cheap’ Stocks To Buy That Are Actually Cheap

10 ‘Cheap’ Stocks To Buy That Are Actually Cheap

These 10 stocks don’t just look cheap, they are cheap — and worth a look As we wrote two weeks ago, one of the hardest aspects of value investing is determining which stocks look cheap — and which stocks are actually cheap enough to be worthwhile stocks to buy. Cheap stocks aren’t hard to find, even in […]

small-cap

Small-Cap’s Road Back To Normal

Portfolio Manager Chuck Royce (CR) and Co-CIO Francis Gannon (FG) look at both 2Q17 and the year’s first half and see a consolidating asset class ready to make its next move up. What is your take on small-caps in the first half of 2017? Were you surprised that growth outpaced value? CR Coming into this year, we absolutely […]

marijuana

Is The Grass Getting Greener?

There are so many game-changers on the horizon that sometimes it’s difficult to keep up. Artificial intelligence. Self-driving cars. Virtual reality. Breakthroughs in energy storage. All of these can upend the status quo and change our daily lives for the better. But cannabis, the plant from which marijuana is derived, is in a class by […]

Why A Bad CEO Could Be Bad For Your Investments

Why A Bad CEO Could Be Bad For Your Investments

Companies may be able to survive a bad CEO, but rarely do they thrive under one. It’s crucial, therefore, that before you invest your money in a company, you take a long look at the person who is running it. Outlined below are the various ways in which a bad CEO could end up costing you […]

Russian stocks

4 Russian Stocks Feeling The Pain

President Trump’s relationship with the Kremlin makes Russian stocks uneasy On Nov. 9, 2016, Russian stocks became no-brainer investments. Throughout the campaign trail, then-real estate mogul and reality TV star Donald Trump promised a friendly posture to Russia. On more than one occasion, Trump praised Russian President Vladimir Putin for being strong and smart. For […]

middle class

Dying Middle Class: The Number Of Americans That Can’t Afford Their Own Homes Has More Than Doubled

Have you lost your spot in the middle class yet?  For years, I have been documenting all of the numbers that show that the middle class in America has been steadily shrinking, and we just got another one.  According to a report that was produced by researchers at Harvard University, the number of Americans that spend […]

Basic Materials

3 Steel Stocks Boosted By Trump

Reports that President Trump is looking at imposing tariffs on imported steel have boosted these steel stocks While U.S. equities in general remain range bound and moribund as investors contend with headwinds like uneven economic growth and a hawkish Federal Reserve, we’re seeing the reappearance of some of the “Trump-flation” trade amongst steelmakers. The Market Vectors […]

New York Stock Exchange

“This Market Is Absolutely 100% Going To Crash”, You Sure About That?

Him: “This market is absolutely 100% gonna crash.” Me: “You sound so certain?” Him: “Just look at the valuations.” Me: “Pricey valuations don’t always culminate in a market crash. There are other factors to consider.” Him: “Trump trade is over, and I’m now 50% hedged on US exposure and net long EMs. Plus, the dollar is finished. […]

miners

GDXJ Re-balancing Creates Opportunity In Small Cap Names

With the GDXJ down-weighting junior producers, investors might wonder how they can get broad exposure to small-cap mining stocks. Last month I told you about the upcoming rebalance of the hugely popular VanEck Vectors Junior Gold Miners ETF (GDXJ), and how it would distress shares of junior, small-cap mining stocks. I said then that the […]