Rich is a trained economist and Chartered Financial Analyst (CFA). He has researched and invested in stocks for more than 20 years and has become a recognized expert in micro-cap stock investing. He started his career at investment advisory firm Eaton Vance where he covered a wide range of sectors including software and internet, financials, and health care.
Following his time at Eaton Vance, Rich joined the Citi Private Bank Private Equity Research team and led the creation of a private equity and real estate fund-of-fund that raised over $300 million in capital commitments from sophisticated high net worth individuals and institutions.
Rich left Citi to launch Stock Spin-off Investing, a research service focused on tracking and identifying the most promising stock spin-offs and special situations.
His recommendations have consistently outperformed the market.
Getting Defensive
This week, I’m on vacation in scenic Manchester-by-the-Sea, Massachusetts. We chose Manchester-by-the-Sea because of the beautiful beaches, but just as importantly, because that’s where my in-laws live.
My wife and I have learned (the hard way) that going on vacation isn’t much of vacation...
Read More
U.S large-cap markets are more expensive than international developed and emerging markets.
Read More
Over the past decade, it has paid to invest in the most expensive and least profitable companies. According to Verdad Research, $100 invested in the most expensive and least profitable companies has turned into $321 while $100 invested in the cheapest and most companies...
Read More
While the S&P 500 is up slightly on the year, it’s important to remember that its return is skewed by the strong performance of Facebook, Amazon, Alphabet, Microsoft, and Apple, which together make up ~23% of the S&P 500.
Read More
I regularly receive questions about micro caps that have caught investor attention. Usually, the interest is driven by a soaring stock price. But does that mean the stock is worth buying? Here’s how to tell whether a micro-cap stock is worth buying—with examples buy...
Read More
While micro-cap stocks can be an appealing and profitable part of your investment portfolio, their illiquidity can be frustrating.
Read More
Insider selling is ramping up, but there's one sector where insider selling is on the rise: energy. Here are two energy stocks insiders are buying.
Read More
Micro Caps Continue to be Ignored
This week, we profile Greystone Logistics (GLGI), a classic micro-cap company that is growing earnings 140% this year but only trades at 6.6x earnings.
Why is the company so cheap? Because it’s a micro cap!
If this company had a cap...
Read More
Gun sales have seen a surge of late, and Smith & Wesson stock has gotten a big boost. Here's why the best is yet to come for this small cap.
Read More
After reviewing this content and brand management company, I want to share my thoughts with all subscribers because the stock is the perfect example of what I avoid when evaluating micro caps.
Read More
The U.S markets continue to do well as they shrug off news that COVID-19 cases are spiking in Florida, Arizona, California, and other states.
Read More
This morning, this portfolio stock reported results for the fiscal year ending March 31, 2020.
Read More
The S&P 500 pulled back 7% recently, but appears to be off to the races again on the backs of the Federal Reserve’s announcement that it would buy individual corporate bonds. Previously, it has only invested in ETFs that buy corporate bonds.
Read More
Patience Will Pay Off
This week, we profile Liberated Syndication (LSYN), an under-the-radar podcast hosting company in secular growth that is about to announce the results of a strategic review. Make sure to use limits when buying LSYN as the stock is very illiquid.
Our recommendations...
Read More
Want to construct the "perfect stock"? Here are the 13 attributes to look for, according to legendary investor Peter Lynch.
Read More
The market continues to rally despite a global recession, surging unemployment and now riots across the country. As legendary 1900s trader Jesse Livermore would put it, “The path of least resistance is up. Don’t fight the tape.”
Read More
Since March lows, the market has rallied sharply driven by low interest rates, a seemingly endless supply of fiscal stimulus, and declining concerns about COVID-19.
Read More
Investing in stock spin-offs is worth the risk. But first you need to know what to do with the shares you receive when your larger holding is spun off.
Read More
Investing in micro-cap stocks can make you rich. Just ask Warren Buffett and Peter Lynch. Here's what to look for - and what not to do.
Read More
We published our latest issue last week and profiled our newest idea. The stock has rallied from our recommendation price but still looks attractive.
Read More
