small cap stocks

Our take on the investing, financial, & economic themes of the day

Calavo Growers is Riding the Guacamole Craze

9 September, 2014 by Ben O'Brien in Commentary, Small Cap Stocks
Profiting from latest food craze can be difficult. Often its hard to find a “pure play” stock to invest directly in Greek yogurt, hummus, gluten free food, protein supplements or whatever the hot item of the day seems to be. Many of these markets are dominated by large companies ... read more...

Did M&A Expert Evercore Botch its Acquisition of ISI?

27 August, 2014 by Ben O'Brien in Commentary, Small Cap Stocks
Yesterday Matthew wrote that the importance of big Wall Street banks may be on the decline. The financial services giants were tarnished by the 2008 crisis and now face the threat of new, technology-driven alternatives to traditional banking. This trend is playing out across the industry ... read more...

Five Lessons from Investing in Sodastream

12 August, 2014 by Ben O'Brien in Commentary, Small Cap Stocks
Businessweek had a piece this morning about Sodasteam (SODA), a company that makes a make-your-own-soda machine, which called to mind some painful memories. We bought the stock for our small cap fund last year and it didn’t work out. The stock plummeted, and we quickly got out with a loss ... read more...

Five “New America” Growth Stocks on Our Radar

Where do great investment ideas come from? You can build complex screens to sift through data on thousands of stocks. You can analyst new trends and economic developments. Or you could closely follow the experts like Warren Buffet to try to glean some of their secrets. We do all of this, but ... read more...

Cognex Update: Stock Soars 17% on Record Earnings

A technology stock in our small cap fund, Cognex Corporation (CGNX) reported earnings today and jumped 17%. The company, which designs and manufactures “machine vision” technology used in automating manufacturing, pulled back earlier this year along with most small cap tech stocks. ... read more...