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.
After pulling back in September, the S&P 500 is back to flirting with all-time highs. My favorite strategist, Ryan Detrick, recently shared that the market is typically weak now before starting to run into the “Santa rally.”
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Energy stocks have been the best-performing sector of late, with a continued rise likely. Dorchester Minerals stock is a good way to play it.
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Time for a Rocket
This week, I was tempted to recommend another cyclical energy name as I tend to believe we are in the early innings of an energy crisis.
Soaring commodity prices and low equity valuations should result in some explosive returns. But we have...
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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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Last week, I made the case that we may be amid a commodity bull market and that it makes sense to have a percentage of your portfolio allocated to commodity companies. Many commodities are breaking out to the upside, yet many commodity companies continue to incredibly...
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Large-cap stocks are a crowded field. To beat the market, you need to find an investing niche. Micro-cap stocks are mine.
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Want to construct the "perfect stock"? Here are the 13 attributes to look for, according to legendary investor Peter Lynch.
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This week, the SEC enacted a rule that will hurt so-called dark stocks. Here's what they are, and what to do if you own any.
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When is a micro-cap stock worth buying? Here’s how to tell whether it’s worth buying—with examples of micro-cap stocks to buy (or avoid).
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There’s a case to be made that we are in the early innings of a commodity bull market. I’m starting to see lots of articles about a looming energy shortage which will hit this winter.
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This week, everyone is talking about Evergrande. In case you’ve missed it, Evergrande is a Chinese real estate developer. Its core business is building homes, but it branched out into other directions like investing in EVs, a theme park, and other business lines.
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The market seems expensive, but the S&P 500 keeps making new all-time highs.
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Private equity is exploding, and Blackstone (BX) has traditionally been the best way to play it. P10 Holdings stock is an even better way.
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For those who love Peter Lynch’s books (and ideas), you are in luck—there’s more from him to read. Here is a treasure trove of 181 articles and three key investing lessons from them to get you started.
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Back to School
My daughter started kindergarten last week while my son will be starting his second year of pre-school next week.
School starts with half days, but by next week, we will be on to full days and back in the swing of things.
While is...
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The market seems expensive, but the S&P 500 keeps making new all-time highs.
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I was recently able to speak to Laurie Sims, President at Libsyn. We had a nice conversation, and I got some good insights into the business. See my notes at the end of this update.
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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.
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I’m fairly active on Twitter; it’s probably my favorite site. It’s entertaining and a great way to stay on top of news. And it’s an incredible resource for finding new stock ideas. I can say with confidence that Twitter has made be tens thousands...
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The Conviction to Hold
Everyone wants to own stocks that go up 100%.
What’s even better than that?
Stocks that go up 5x, 10x or even 100x.
What if you could have predicted Amazon’s success and bought it shortly after its IPO in 1997?
You would be sitting a..
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