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.
How I Pick Micro-Caps
It’s been a while since I’ve explained my process for picking micro-cap stocks so I figured it would be worthwhile to review.
It can be extremely profitable to invest in growth companies, as any Tesla or Amazon shareholder will tell you.
But is...
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As I think about the market in 2021, I’m conflicted. While I see signs of market excess, I have high conviction in our list of open recommendations and continue to find a bunch of additional companies that look attractive.
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Zweig’s research indicates that the market rallies 0.53% or 176% on an annualized basis on the day before New Year’s Day. Who knows what next year will bring, but odds are the market will finish 2020 on a high note!
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SPAC investing has suddenly become all the rage on Wall Street. But does that mean you should invest in one of them?
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I started my career as an equity research associate at Eaton Vance, a $100BN+ asset manager. It was a great place to start out because the equity research department was small relative to its assets under management. As a result, even as an level...
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Banks have had a rough go in 2020; share prices have fallen accordingly. But these undervalued financial stocks look like good bets for 2021.
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As we approach Christmas, its important to remember that performance of the stock market tends to be quite strong around holidays.
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Focus on the Fundamentals
Sentiment indicators continue to suggest the market may be due for a pullback.
The Citi Panic/Euphoria model suggests sentiment is high right now.
Historically speaking, when this model sees “euphoria” in the market, 12-month forward returns look poor.
Another interesting sentiment data point S&P...
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There are lots of good U.S. stocks. But even more opportunities lie beyond our borders. With that in mind, here are 3 Canadian stocks to buy.
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Investor sentiment is high these days. Just look at the Citi Panic/Euphoria Index
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Value stocks have lagged growth stocks in the last decade. That could be changing. And these under-the-radar value stocks are worth a look.
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Given the news that we are likely to have several effective vaccines approved over the next couple of months, value stocks, which tend to be more cyclical and thus will benefit more sharply from an improving economy, have outperformed growth stocks.
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Late last week, P10 Holdings (PIOE) announced another transformative acquisition.
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This was a busy week, with many of our companies reporting earnings.
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Rich is recommending a sell for this portfolio stock.
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Full Steam Ahead
Well, it took an additional four days after election day for a winner to be declared, but on Saturday, Joe Biden was officially projected to be the 46th U.S. President.
The race was a lot closer than many anticipated, and President Trump challenging...
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Stock spin-offs tend to beat the market in their first year of trading. Here are four recent ones to consider buying now.
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While volatility has picked up recently, history suggests the market will end the year with a strong run.
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What does this have to do with investing? I think Fraser’s approach can translate quite well to the way we invest.
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Many great investors including Peter Lynch and Warren Buffett recommend ignoring macro and politics and focusing on bottom up company analysis. They argue that anything else is a waste of time. Focus on things that are more predictable.
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