Why I Love Micro Caps
Over the long term, investing in stocks has been a great decision as equities (no matter the market cap) have outperformed almost every asset class.
Historically, stocks have returned about 10% per year, an excellent result. But what if you to...
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A Correction in Micro-Cap Land
Many high-quality micro-caps have pulled back in the past month.
In aggregate, the iShares Micro-Cap ETF (IWC) is down ~12% from all-time highs in the last four weeks.
And some of our names are down even more than that.
While the benefit micro-caps...
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The Big Idea
When Tom Brady was throwing rockets over the middle of the field to Julian Edelman the timing of the throw was crucial.
A split second too early or too late meant an incomplete pass or interception. Or it could leave Edelman exposed getting...
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Choose the Game Carefully
This weekend, my friend was over with his kid for a playdate with my 3-year-old, and we were shooting the breeze.
We laughed about Elon Musk’s Twitter poll.
In case you missed it, Musk posted the following poll:
My friend said, “Tesla (TSLA) to...
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Today’s recommendation comes from Carl Delfeld’s Cabot Explorer and this week has found one that we will all understand because it’s part of the solution to one of the year’s greatest economic challenges.
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The Big Idea
In the late 1990s Matt and Andy Wisdom were living in New Orleans, producing 3D animation for TV commercials. On a project for a company named Radiophone they needed animated cellphones playing basketball. They spent $15,000 out of a $25,000 budget design...
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We’ve come through the seasonally treacherous September-October period with only minimal losses, and odds are now good that the bull market will run right through the end of the year.
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Long-term market trends remain positive andm after the recent strength, short-term trends are back on the positive side as well, so I’m happy (once again) to be advising that you be heavily invested in stocks that meet your investing goals.
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Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
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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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Long-term market trends remain positive, but short-term trends have become troubling in recent weeks (last week we sold three stocks), so I’m now recommending scaling back on your market exposure.
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The Big Idea
If given a choice between taking a drug via pill or needle, how often would you choose the needle?
If you said never, congrats. You’re human.
Nobody in their right mind says, “I’ll just take the shot doc.” Unfortunately, there are still tons medications...
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Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
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Last Monday brought the market’s biggest selloff since the spring, but the rebound since then has been impressive, telling us this long bull market is not over yet.
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This morning we found out that Endava (DAVA) has postponed its Q4 earnings report from tomorrow (September 23) until next Tuesday (September 28).
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The long bull market continues, despite this morning’s sharp selloff, and thus I continue to recommend that you be heavily invested in a portfolio that meets your investment needs.
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Today we’re stepping away from our remaining three-quarter position in long-term holding 10X Genomics (TXG), which we added in December 2019. The stock has been moving sideways since January, and this week management spoke at conferences and suggested it is seeing lower-than-expected lab during...
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Today’s recommendation is a young, fast grower in a sector that has enormous growth potential.
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We’ve been enjoying a crazy-strong market in many growth stocks lately, which has padded our paper gains in many of those positions. Today we’re going to step off the gas a little, book a few modest profits and step aside from some positions haven’t...
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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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