This portfolio stock has gone vertical today after the company announced that management sees Q4 revenue near $69 million (+44%) versus expectations of $59 million and billings near $100 million versus previous guidance of $82 million to $88 million.
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Our first move in 2020 is going to be to modestly reduce our exposure by dropping a few stocks that are looking weak right now.
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Especially with small caps, it’s not always an efficient market in the short-term. So sometimes the best thing to do is nothing. Just sit back and think it over.
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Small caps have been lagging, and have failed to return to their 2018 highs, for too long. If the asset class can get back in gear, we’ll have more things working in the market for risk-tolerant investors (that’s us!).
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Small caps have outperformed large-cap stocks by a wide margin in 2018, hitting a new milestone this week. The reason behind the outperformance is simple.
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Some of the strongest performers in the small-cap health care space are small-cap medical device stocks. And these three are soaring after earnings.
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Healthcare has been the best stock market sector of 2017, with small caps leading the way. Here are three small-cap healthcare stocks I like best.
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Even though the Dow, S&P 500 and Nasdaq hit all-time highs this week, news flow felt a little more negative, and the small-cap indices all moved slightly lower.
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Today’s recommendation is a fast-growing mass market stock that has the leading market share in the online food ordering business. The stock has been trading sideways for five weeks and I think it’s ready for a breakout.
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The past week was relatively subdued in small-cap land; the asset class, as measured by the S&P 600 Small Cap Index, dropped a modest 0.8%. The biggest declines were seen in the energy, consumer discretionary and healthcare sectors. The latter is likely due disruption...
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In a busy year for IPOs, small cap biotech IPOs have been popping up everywhere. Here are five of them that I really like.
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THE BIG IDEA
A few months ago, my wife Jenni injured her back and was unable to get to the doctor’s office. Thankfully, we tracked down a highly recommended chiropractor, and he made a house call within 24 hours. After three days and three at...
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The big news this week was the failure of Republicans to move forward on repeal and replace of the Affordable Care Act (ACA), also known as Obamacare.
Even though President Trump came out on Wednesday to try and rally the troops, it seems far likely...
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Amid all the debate around health care, and despite the on-again-off-again repeal-and-replace effort, small-cap healthcare is still the number-one performing sector this year. Our two medical device stocks are rated Buy, and both are trading at or near 52-week highs.
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All things considered, the past week has been tame. The S&P 600 Small Cap Index retreated 1.4% to get back to its 50-day moving average, while the S&P 500 Index traded sideways.
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Two of our positions reported this week. One was up over 8% the day after reporting. And the other is up nicely in early trade today after reporting yesterday.
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Let’s maintain our current course, make incremental adjustments when they seem to make sense, and see how this plays out. I suggest one such incremental move today.
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Small caps made a heck of a move over the past week to close just below 700 on the S&P 600. That 4.3% move was led by growth (up 4.6%). Sector wise, tech led the charge with a 6.2% rally.
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To garner big returns you don’t have to take undue risk. Instead, you need to focus on what are called the liquid leaders.
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