A look back at some of the valuation calls we have made in the past regarding small cap stocks in the Russell 2000. Our call to reduce exposure to small caps in 2014 has played out well, however small caps have returned to normal valuation levels. We believe that there are significant opportunities in the small cap space now and we have ended our moratorium on small caps. […]
A list of 10 companies currently flagged as overvalued (F Valuation Grade) within the Russell 1000 index. These firms should be evaluated carefully if you currently own or are considering adding shares of these companies to your portfolios as they currently look extremely overvalued relative to sector and index peers. […]
Whether it be the poor start for Stocks in 2016, the possibility that the FED will continue to raise rates, China concerns, or the potentially slow U.S. economic growth there is plenty of cause for concern in the US markets. While these concerns are valid, we believe there are plenty of attractive investment opportunities available and we remain focused on helping our clients identify these firms. […]
After a return to what seemed to be an unlimited up market in 2013, stocks are down approximately 5% year to date. Is this the start of a market crash so many talking heads have said is inevitable, or simply the ongoing normal volatility that accompanies markets? […]
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