Small-cap discretionary, energy, financials, industrials, technology and materials are all moving higher. That’s a healthy mix, and it’s helped push the S&P 600 Small Cap Index back up near overhead resistance.
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THE BIG IDEA
What if your doctor had a simple blood test that could predict Alzheimer’s Disease 15 years before any symptoms begin? Would you take it?
How about a test that could predict the likelihood of getting Parkinson’s Disease, multiple sclerosis, and dementia?
Let’s say Miracle...
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The market has been jumping around lately as it digests the Fed’s announcement last week that it expects to hold interest rates steady until 2020 (and just one hike in that year) and would stop shrinking its balance sheet later in 2019.
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Right now, keep new positions small and don’t get fooled into thinking we’re on a one-way conveyor belt higher. If this bull market is to stay healthy and continue, we’ll need to see a pause in leading stocks and some catch up performance areas...
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THE BIG IDEA
Nobody wakes up in the morning and says, “I’m fired up to buy stock in an Enterprise Work Management software company today.”
But not all investment ideas are sexy. Or make for a good story to tell friends. Or even sound a bit...
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THE BIG IDEA
On June 21, 2018 Supreme Court Justice Anthony Kennedy issued his final decision before retiring, and reshaped the laws that will govern future taxation on interstate e-commerce sales.
For decades, states had been prohibited from collecting sales taxes on residents’ transactions when were...
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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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While small caps as a group lagged behind the broad market in 2017, these three small-cap sectors have plenty of momentum and are poised for more in 2018.
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Despite the weakness in the broad market, most of our stocks have held up well. Over that past week, not one of our remaining stocks fell, and only Primo Water (PRMW) failed to move at all. Our average gain of 3.4% this was...
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Small-cap healthcare stocks have been the best performing sector this year, and these three stocks stand above the crowd.
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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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Small caps broke above their six-month trading range last Friday (albeit very modestly and very briefly) even as tech was selling off hard. The reason appears to be that money was flowing out of small cap tech and, potentially, into small cap financials, and...
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Thanks to OPEC's decision to cut oil production, small-cap energy stocks are starting to surge. I like these three in particular.
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Stocks are rallying after Trump's win, but small cap stocks are outpacing them all. Here are three small cap sectors that are faring particularly well.
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We may look to exit a few positions on strength over the coming weeks/months, but those moves will depend on share price momentum and/or earnings results. More companies have announced their earnings release dates, and three companies report next week. We have ratings...
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As compared to the last month, this was a relatively subdued week. Stocks fell modestly, with large caps giving back a mere 0.1% and small caps giving back 0.7%.
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It was a good week despite the ongoing rumblings of oil-related debt defaults, talk of the perils of a negative interest rate environment and relatively lackluster growth from companies that have reported thus far.
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The market is still serving up its fair share of surprises, both to the upside and to the downside. We’ve experienced a few of both in our portfolio, and over the last two weeks, we’ve stepped aside from three stocks (my rationale was in...
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