Market Update (9/08)

Markets started the shortened holiday trading week sharply lower. From the open, indexes traded lower led by tech stocks as profit takers took recent gains off the table. Amazon (AMZN), Apple (AAPL), and Facebook (FB) led the markets lower for the third straight trading session, with each down between 4%-6% at the close. Stocks accelerated…
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Market Update (9/04)

The markets found buyers in the late afternoon Friday. But, the major indexes could not overcome the early morning bearish sentiment, with leading indexes closing lower heading into an extended holiday weekend. A continued sell-off at the open was broad. Still, value-seekers thought they saw a value opportunity in tech and consumer products leaders Amazon…
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Market Update (9/03)

The markets took a hit on Thursday with major indexes lower by at least 2.8% at the close. The pronounced sell-off came as a surprise with investors not yet able to point to a specific reason for the negative sentiment. Some speculated that inflated valuations and a historic run higher in the indexes made the…
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Market Update (9/02)

Bucking the September blues, major stock indexes continued to attract buyers attention. Despite a disappointing report on private monthly payroll gains, investors found encouragement from an upbeat earnings report from Macy’s (M) and from AMC (AMC) announcing that it would open additional theater locations this weekend. Traders also were receptive to comments from the Treasury…
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Market Update (9/01)

Stocks continued to trend higher on Tuesday as the appetite for tech stocks continue. All three major indexes closed higher with the Nasdaq more than 1% higher on the day. Top gainers include Apple (AAPL), Amazon (AMZN) and Facebook (FB). Popular stock, Tesla (TSLA), turned lower after announcing a $5 billion offering, down roughly 5%…
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Market Update (8/31)

Stocks gave back some of Friday’s gains on a cautious Monday trading session. Although the Nasdaq was the only index to close higher on the day, the S&P 500, Dow 30, and Nasdaq each end their best August trading month in decades. Movers on the day include Apple (AAPL) and Tesla (TSLA), both adding strong…
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Market Update (8/27/2020)

Stocks rallied late on Thursday sending major indexes mostly higher. Markets were cautions at the open but turned bullish after investors evaluated Federal Reserve Chair Jerome Powell’s pledge to push inflation slightly higher while maintaining accommodative monetary policy. Tech stocks helped to power the indexes higher with Facebook (FB), Amazon (AMZN), Apple (AAPL), Microsoft (MSFT),…
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Market Update

Stocks gained across the board with the S&P 500 and Nasdaq markets reaching intraday records on Wednesday. Markets were cautions at the open but turned bullish after investors joined a rally and pushed strong gains in market leaders, Netflix ($NFLX), Amazon ($AMZN), and Tesla ($TSLA). The $DJI closed higher by .3% to 28,331. The NASDAQ Composite rose to…
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10 Lessons Learned from Interviewing Hundreds of MicroCap CEOs

 ADAM EPSTEIN  No one in their right mind would ever actually set out to interview hundreds of CEOs, but as a co-manager of a hedge fund that invested hundreds of millions of dollars in more than 500 micro-and small-cap financings, it was part of the proverbial job description.  Here are 10 important lessons learned. 1)    Preparation –…
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10 Small-Cap Stocks Ready to Become Large Caps

While some small-cap stocks have been hurt by Covid-19, these 10 should do well over the long haul By Will Ashworth, InvestorPlace Contributor Aug 7, 2020, 12:17 pm EDT Source: Shutterstock Small-cap stocks have taken some serious punishment in 2020. The S&P SmallCap 600 Index is sporting a year-to-date total return of -11.8%, well short of the S&P 500’s total YTD return…
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Due Diligence in 10 Easy Steps

By RYAN BARNES  Updated May 20, 2020 Step 1: Company Capitalization Step 2: Revenue, Margin Trends Step 3: Competitors & Industries Step 4: Valuation Multiples Step 5: Management and Ownership Step 6: Balance Sheet Exam Step 7: Stock Price History Step 8: Stock Options & Dilution Step 9: Expectations Step 10: Risks The Bottom Line Due diligence is defined as an investigation of a potential investment (such…
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6 Small Cap Tech Stocks to Buy in 2020

By Rob Otman Originally posted August 12, 2020 Technology stocks are leading the market. Investors in Amazon (Nasdaq: AMZN), Facebook (Nasdaq: FB) and other tech giants have seen huge gains. They’ve benefited from the pandemic. Although, their valuations are a bit lofty and when looking for value, you might want to buy small cap tech stocks instead. Below, I’m going to…
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