April 30, 2018

More on Lazy Days

Another SA article on Lazy Days.  The company is small, not followed and looks to become a $50 stock in five years.  This could pay off for the patient investor. 

April 27, 2018

Small Caps: The Power of Growth and the Virtue of Patience

Interesting SA article that highlights some very small cap ideas that may turn into multi baggers in the future.  The two ideas that I liked were Lazy Days, which looks to achieve $2 billion in revenue in five years (this can only be achieved by acquisitions).  The second one is Daseke, which looks to become another XPO Logistics.  Other stocks mentioned in the article are Infrastructure and Energy Alternatives and Limbach. 

April 24, 2018

3 Small Cap Tech Ideas

This MF article looks at three small cap tech stocks and why they may be good investments.  HubSpot seemed to be the favorite. 

5 Stocks David Gardner Owns That He Thinks You Should Own Too

MF co-founder David Gardner talks about five stocks that he owns personally and why he thinks you should own them as well. 

April 23, 2018

Skechers is Cheap

The Fool thinks Skechers is cheap after its latest sell-off. Some analysts have voiced their concern over expenses as noted in the following article.  A couple of analysts have downgraded the stock.  $40 a share appears to be a fair price. 

April 16, 2018

How to Find Coming of Age Companies Whose Stocks Could Rise 10 Fold

This article at Marketwatch focuses on the Alger Small Cap Focus Fund.  Not only do they look at the fund's holdings, but they also discuss the philosophy behind the companies that they add to the portfolio:

"At the initial point of investing, we look for companies with durable business models but operating revenue of less than $500 million. The sweet spot is probably $100 million to $200 million. We look for companies to double revenue within three to five years.
We are not looking for stocks to shoot up 20% to 30% in this portfolio. We are looking for a stock to grow two, three, four, five or 10-fold over a long period. We invest in long-term, value-creating engines. That’s how alpha is generated."

The top holdings of the fund as of Jan. 31 2018 are as follows: