Tag: small caps
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 […]
3 Small-Cap Stocks To Buy For Years Of High Returns
Looking for gains? Small-cap stocks are where it’s at. When it comes to finding the best returns, smaller really is better. Small-cap stocks have managed to outperform their larger brethren over the long haul. Since the creation of the S&P SmallCap 600 index back in 1994, the index of America’s smallest 600 stocks has managed […]
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 […]
Is Small Cap Strength Sustainable?
Small caps have surged since Election Day. As shown in Figure 1, the small cap Russell 2000 Index has outperformed the large cap S&P 500 by 8.1% since November 8, 2016. The relative strength has been driven by several election-related factors, including prospects for corporate tax reform, deregulation, and President-elect Donald Trump’s efforts to encourage […]
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 […]
3 “Dark Horse” Dividend Stocks Primed For 30% Gains In 2017
Today I’m going to share three of my favorite dividend stocks from an ignored corner of the market set to soar in President Trump’s first year. Which corner? The “little guys”: small and mid-cap stocks. In many ways, the cat’s already out of the bag. As they’ve done with financial stocks, investors have bid up […]
3 Biotech Stocks Set To Soar Under Republican Leadership
After being the market’s whipping boy for the last year, the biotech sector looks ready to rebound under a pro-business White House. Already, many stocks have shot up over 50%, but Bret Jensen shares three today that still have plenty of upside backed up by strong products already on the market. The biotech sector has […]
Follow The Money: 8 Stocks With Heavy Insider Buying
Who knows a stock’s growth prospects better than an executive? Chances are not many people, so that’s why Bret Jensen is profiling eight companies seeing huge insider buying over the last couple of months. Such large purchases signal insider confidence that can lead to huge share price gains. The unexpected Trump election victory is still […]
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 […]
Dont Be Afraid Of Penny Stocks Right Now
Lately, its been a challenging environment for small cap stocks (which as you know includes penny stocks). Investors are fearful of the negative impact of a handful of serious economic issues. And theyve been hesitant to stick around in the stock market especially in small caps. But all it means is theres a great opportunity brewing […]
On The Move: Stock Market Selloff
Stocks are feeling the heat and this week were seeing a broad market pullback. On May 31st, the S&P 500 climbed as high as $1,345. Just one week later, the widely followed index dropped as low as $1,285 a 4% drop. While 4% is hardly catastrophic, its a fairly sizeable move in a week. And […]
