Small Caps Stocks that Could Capitalize on the 5G Boom

The 5G boom is upon us. And I can assure you, this is not the story to sit on the sidelines with. For one, it’s expected to be a $1.3 billion story that’ll provide us with speeds 100x faster than 4G.  For an idea of the opportunity here, when 4G technology hit, stocks like Crown …

Small Cap Stocks are Already Outperforming the S&P 500

So far so good for small caps in 2019. At the moment, the Russell 2000 is up 13% on the year, outperforming the 10% gains on the Dow Jones Industrial Average (DJIA) and S&P 500. That’s not a surprise, though. “The Russell 2000 has been leaving the S&P 500 in the dust over the past …

Seven Key Questions All Fundamental Analysts must Answer

Like most investors, one of your top goals has been to enjoy financial freedom at whatever age you choose. So it stands to reason that your money should ideally generate above-market returns with below market risk. That’s Rule No. 1. To help others do just that, we combine the very secrets of billionaires, like Warren …

Stock Investing: What is Fundamental Analysis?

Fundamental analysis is an essential tool for investors. It helps us identify what’s under the hood of the company, if you will. Billionaire Warren Buffett subscribes to fundamental analysis, for example.  And, as we all know, he’s swimming in money because of it.  Using fundamental arguments, Buffett bought more than billion dollars worth of Coke …

What is a Balance Sheet?

While an income statement discusses operating performance, the asset and liability numbers on a balance sheet give us a better look at financial wellbeing. Using this, we can measure growth, operating efficiency, profitability and valuation metrics. It’s simply a statement of current financial position that sums up a company’s assets, liabilities and shareholder equity, and …

Thematic Investing: How to Uncover your Next Big Win

Always be on the lookout for prominent investing themes. That’s how the long-term wealth can be found. “Thematic investing is about capitalizing on future trends. Its forward-looking nature stands in clear contrast to the more widely used market capitalization approach [which] assumes that past winners will continue to win out… Why is thematic investing a …

Three Safe Ways to Trade a Small-Cap Recovery

China just offered to go on a six-year buying spree of U.S. goods to help rebalance trade between the two economic superpowers. According to Bloomberg, “By increasing goods imports from the U.S. by a combined value of more than $1 trillion over that period, China would seek to reduce its trade surplus — which last …

My Top 5 Investing Tips for All Investors

The odds are stacked against you as an investor. You have a job. You have a life. You just don’t have time to investigate opportunities like a professional analyst who covers 10 stocks, visits the companies, talks to management regularly, and pores over word of quarterly earnings conference call. Professional investors have so many advantages …

2019 Tax Season: Three Key Tips Investors Must Know

It’s every one’s “favorite time” of the year again. As one of life’s two certainties, taxes can be well… the most taxing. But if you’re aware of what you can and cannot do with your money, the better you are. Here are three key tips to keep in mind as an investor to help save …

Three Top Reasons to Invest in Small-Cap Stocks

Small cap stocks, or stocks whose market cap fall between $300 million and $2 billion, should always be part of a well-balanced portfolio for three key reasons. One reason is the historical performance of small-cap stocks. All thanks to strong financial performance and tax reform, which reduced the corporate tax rate on small cap stocks …