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Key Takeaways from our 4th Ideas Summit Held in Nantucket Last Week
We gathered some of the best and brightest small-cap portfolio managers in beautiful sunny Nantucket for our 4th Ideas Summit last week. The fish were biting and the famous island’s visceral energy was evident as the kick off of the high season began.
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12/14/11 2011 Tax Loss Candidates | login req
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12/13/11 Small-Cap Market Outlook 12.13.11 | login req
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12/09/11 4Q11 PM Survey Results | login req
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12/08/11 Risks to Being Underweight Financials Increasing | login req
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12/07/11 Searching for High ROE & Inexpensive Small-Caps | login req
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12/06/11 Small-Cap Macro Mosaic 12.6.11 | login req
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12/02/11 Stocks Posting Greatest Change in FCF net of Working Cap Changes | login req
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11/29/11 Small-Cap Market Outlook 11.29.11 | login req
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11/22/11 Small-Cap Macro Mosaic 11.22.11 | login req
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11/21/11 Updating Our Technical Model Portfolio | login req
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11/18/11 Small-cap Mutual Fund Characteristics | login req
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11/17/11 Top 200 Institutional Fund Small-Cap Holdings | login req
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11/16/11 Earnings Growth, Acceleration & Deceleration | login req
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11/15/11 Small-Cap Market Outlook 11.15.11 | login req
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11/11/11 Earnings Surprise and Signaling | login req
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11/10/11 Examining Performance Gap Between R2000 and SP600 | login req
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11/08/11 Small-Cap Macro Mosaic 11.8.11 | login req
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11/07/11 Monday Morning Musings: Simple Thoughts are Often the Best but Most Difficult | login req
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11/04/11 Earnings Surprise & Signaling | login req
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11/03/11 What Our Business Conditions Index is Saying About the Future U.S. Economy | login req
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11/01/11 Small-Cap Market Outlook 11.1.11 | login req
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10/28/11 Small-Cap Earnings Growth, Acceleration and Deceleration | login req
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10/28/11 3Q11 Earnings Surprise & Signaling 10.28.11 | login req
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10/27/11 Bearish Investors Rushing to Cover Shorts | login req
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10/27/11 Small-Cap Weights and Performance vs. Large-Caps | login req
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10/25/11 Small Cap Macro Mosaic 10.25.11 | login req
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10/24/11 What is Working in the 4Q Rally | login req
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10/21/11 Trailing 10-Year Returns Discount a Great Deal of Bad News | login req
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10/20/11 Value’s Personality Disorder? A Temporary Financial Aversion. | login req
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10/19/11 Thoughts | login req
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10/18/11 Small-Cap Market Outlook 10.18.11 | login req
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10/14/11 Shipping Data Portends Weak Holiday Sales | login req
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10/13/11 Screening for High and/or Accelerating FCF Small-Caps | login req
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10/11/11 Small-Cap Macro Mosaic 10.11.11 | login req
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10/10/11 The Remarkable Greenwich Express | login req
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10/07/11 What Characteristics Could Lead if the Market Rebounds? | login req
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10/06/11 Earnings and Europe | login req
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10/04/11 Small-Cap Market Outlook 10.4.2011 | login req
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10/03/11 3Q11 Quarter Letter | login req
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10/03/11 Monday Morning Musings: 3Q11 Experienced a Perfect Storm | login req
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09/30/11 Can the Small-Cap Leaders up to the July '11 High Lead Again | login req
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09/29/11 Small-Cap High Yield vs. Equity Returns | login req
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09/27/11 Small-Cap Macro Mosaic 9.27.11 | login req
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09/26/11 Monday Morning Musings Europe End Game Begins | login req
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09/23/11 Good Growth Stocks with Margins Below Long-Term Levels | login req
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09/22/11 Defensive Shift Since Apr '11 High Though Not Conclusive | login req
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09/20/11 Small-Cap Market Outlook 9.20.11 | login req
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09/19/11 A Really Discouraging Weekend for Political Risk Premiums | login req
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09/16/11 Characteristics of High and Low ROE Small-cap Stocks | login req
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09/14/11 How Europe Plays Out and Its Effect on the U.S. | login req
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09/13/11 Small-Cap Macro Mosaic | login req
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09/12/11 3Q11 PM Survey Results | login req
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09/09/11 R2000 Earnings Revenue and Margin Analysis | login req
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09/08/11 Thoughts and Green Shoots | login req
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09/06/11 Small-Cap Market Outlook 9.6.11 | login req
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08/30/11 Small Cap Macro Mosaic | login req
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08/26/11 The Great Investor | login req
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08/25/11 S&P 500 Short-term Volatility and Forward Returns | login req
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08/24/11 Productivity May Be an Underappreciated Tailwind for Profit Growth | login req
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08/23/11 Small-Cap Market Outlook 8.23.11 | login req
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08/22/11 Monday Morning Musings | login req
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08/18/11 Performance By Various Metrics after an Extreme Market Correction | login req
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08/17/11 Top 200 Institutional Fund Small-Cap Holdings | login req
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08/16/11 Small-Cap Macro Mosaic 8.16.11 | login req
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08/15/11 Initial Unemployment Claims and Recessions. No Current Recession Signal | login req
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08/12/11 Potential for Technicals to Argue the Correction is Complete | login req
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08/11/11 Macro Thoughts in an Uncertain World | login req
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08/11/11 New Screen for Beaten Up Small-Cap Growth Names | login req
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08/11/11 Screening for Solid Growth and Value Stocks Most Off Their Highs | login req
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08/10/11 Small Cap Bear Markets in Perspective | login req
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08/09/11 Small-Cap Market Outlook 8.9.11 | login req
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08/08/11 Bull Market Corrections In Perspective | login req
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08/05/11 Earnings Surprise & Signaling 8.5.11 | login req
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08/05/11 Restructuring via Inflation or Default? Equities Perform Best in Rising Inflation | login req
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08/04/11 Examining Small-caps Posting Strongest and Weakest 2Q11 Growth | login req
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08/03/11 Leading Economic Indicators Y/Y Rate of Change Tentatively Re-Accelerating | login req
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08/02/11 Small-Cap Macro Mosaic | login req
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08/01/11 Earnings Surprise & Signaling | login req
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07/29/11 Market impact of US downgrade and/or default? | login req
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07/27/11 Charting 41 of Top 50 Earnings Acceleration Stocks | login req
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07/26/11 Small-Cap Market Outlook 7.26.11 | login req
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07/25/11 A PM's Approach to Analyzing Small-Cap Earnings Growth & Acceleration | login req
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07/20/11 Strong ROA Growth Small-Caps | login req
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07/19/11 Small Cap Macro Mosaic 7.19.11 | login req
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07/18/11 Monday Morning Musings: It's Time | login req
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07/14/11 International Small-Cap Stocks: The Basics | login req
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07/13/11 Technical Chart Book 7.13.11 | login req
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07/12/11 Small-Cap Market Outlook | login req
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07/11/11 Unleash the Beast, Mr. President | login req
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07/07/11 Stock Screen: Potential Bond and Equity Disparity | login req
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07/06/11 2nd Portfolio Managers Ideas Summit | login req
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07/01/11 2Q11 Quarter Letter | login req
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06/27/11 Monday Morning Musings: Waffles Please | login req
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06/27/11 Small-Cap Market Outlook 6.28.11 | login req
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06/24/11 Small-Caps with Potential to Surprise 2Q11 Earnings | login req
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06/23/11 Lethargic Bernanke Acknowledges Non-Temporary Risks | login req
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06/22/11 Small-cap Returns Up through April and Flat through June | login req
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06/21/11 Small-Cap Macro Mosaic 6.21.11 | login req
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06/20/11 Technical Chart Book | login req
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06/17/11 Small-Cap PM Survey Results | login req
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06/16/11 Perspectives on Bull Market Corrections | login req
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06/15/11 An Embattled Unbowed American Entrepreneur | login req
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06/14/11 Small-Cap Market Outlook 6.14.11 | login req
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06/10/11 Russell 2000 ’11 Revenue & Earnings Outlook | login req
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06/09/11 FLASH: Not Lulled By Today's Price Action | login req
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06/08/11 Analyzing Sober Bernanke Speech | login req
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06/07/11 Small-Cap Macro Mosaic 6.7.11 | login req
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06/06/11 Shrinking Consumer Balance Sheet Threatens U.S. Economy | login req
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06/03/11 Employment Report May Mark Inflection Point | login req
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06/02/11 All Not Well. The Fed will Arrive. | login req
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05/31/11 Small-Cap Market Outlook 5.31.11 | login req
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05/27/11 R2000’s Loss-Making Companies’ Valuation Does Not Signal Market Frothiness | login req
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05/24/11 Small-Cap Macro Mosaic 5.24.11 | login req
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05/20/11 Top 200 Most Widely Held Small-Caps 2Q11 | login req
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05/19/11 Small-Cap Margins Ex-Financials | login req
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05/18/11 Sector Rotation? Yes. Beginning of Major Correction? No. | login req
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05/17/11 Small-Cap Market Outlook 5.17.11 | login req
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05/13/11 1Q11 Earnings Surprise & Signaling 5.13.11 | login req
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05/12/11 Troubling 10-Year Yields | login req
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05/11/11 Wall Street's Current Flawed Truth | login req
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05/10/11 Small-Cap Macro Mosaic 5.10.2011 | login req
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05/06/11 1Q11 Earnings Surprise & Signaling | login req
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05/05/11 Cyclically Adjusted Small-Cap P/E | login req
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05/03/11 Small-Cap Market Outlook 5.3.2011 | login req
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05/02/11 Fed Actions, Bernanke and Price Action Indicate Trends Continue | login req
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04/29/11 Earnings Signal & Surprise 1Q11 4.29.2011 | login req
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04/27/11 FLASH REPORT: Bernanke & Fed Bullish for Stocks | login req
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04/27/11 Small‐Cap Sector, Industry and Stocks Risk & Reward Profiles | login req
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04/26/11 Small-Cap Macro Mosaic 4.26.11 | login req
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04/25/11 Examining Impact of ETF Activity on Small-cap Returns | login req
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04/24/11 Fed Meetings Present a Potentially Important Inflection Point | login req
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04/19/11 Small-Cap Market Outlook 4.19.2011 | login req
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04/18/11 Monday Morning Musings | login req
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04/14/11 R2000 Stocks with High Foreign Sales & High ROIC | login req
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04/13/11 The Reality Behind Small-Caps' International Exposure | login req
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04/12/11 Small-Cap Macro Mosaic 4.12.2011 | login req
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04/11/11 High Beta, High ROA Stocks | login req
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04/08/11 Banks -- Oh, So Enticing. Disappointed Before. | login req
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04/07/11 Real Estate, Inflation and Small-Caps | login req
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04/05/11 Small-Cap Market Outlook 4.5.2011 | login req
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04/04/11 1Q11 Quarter-End Letter | login req
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04/04/11 What Would Bernanke Do? | login req
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04/01/11 Screening for Earnings Acceleration and Deceleration | login req
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03/29/11 Small Cap Macro Mosaic | login req
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03/25/11 High Growth Stocks With High ROIC | login req
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03/24/11 A Fictional Monetary Conversation | login req
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03/23/11 2011 Russell 2000 Revenue & Earnings Outlook | login req
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03/22/11 Small-Cap Market Outlook 3.22.11 | login req
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03/21/11 Small-Cap PM Survey Results | login req
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03/18/11 R2000 Stocks with Little or No Research Coverage | login req
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03/17/11 Using High Yield to Screen for Equity | login req
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03/16/11 Health Care Stocks with Relative Strength | login req
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03/15/11 The Small-Cap Macro Mosaic | login req
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03/14/11 Monday Morning Musings | login req
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03/10/11 Small-Caps with Notable Upward Forward Year Earnings & Sales Estimate Revisions | login req
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03/09/11 Threat of Inflation Drives Gold Prices More than Inflation Itself | login req
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03/08/11 Small-Cap Market Outlook | login req
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03/07/11 Monday Morning Musings: Contemplating the June 30th end of QE. | login req
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03/04/11 Examining Small-cap and Large-cap Margins and Cost Structures | login req
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03/03/11 Stimulative Financial Conditions Favor Small-Caps | login req
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03/02/11 Strong ISM and Fed on Hold Bodes Well for Small-Caps | login req
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03/01/11 Small-Cap Macro Mosaic | login req
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02/25/11 Earnings Surprise & Signaling 4Q10 | login req
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02/24/11 Equity Markets Glass Half Full | login req
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02/23/11 Another Look at Small vs. Large Relative Valuation | login req
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02/22/11 Small-Cap Market Outlook | login req
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02/18/11 Earnings Signal and Surprise | login req
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02/18/11 Technical Model Portfolio Update | login req
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02/17/11 Top 200 Most Widely Held Small-Caps | login req
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02/15/11 Small-Cap Macro Mosaic | login req
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02/14/11 Headwinds to Manager Outperformance: % of Stocks Up & Outperforming | login req
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02/11/11 Earnings Surprise & Signaling | login req
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02/09/11 Companies Expected to Turn a Profit in 2012 | login req
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02/08/11 Small-Cap Market Outlook | login req
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02/07/11 R2000 Rise 3.2% Last Week as Egypt Simmers and US Economy Continues Its Rebounds | login req
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02/04/11 Earnings Surprise & Signaling | login req
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02/03/11 Where to Shop for Small-Cap Financials | login req
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02/02/11 Analyzing R2000’s Top 100 Stocks’ Effect on Index Performance | login req
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02/01/11 Small-Cap Macro Mosaic | login req
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01/31/11 Monday Morning Musings: Egypt’s Strife Gives Bears their Opportunity | login req
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01/28/11 Earnings Signal & Surprise 4Q10 | login req
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01/27/11 A Bullish Market View Generally Implies a Bullish Small-Cap View | login req
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01/25/11 Small-Cap Market Outlook 1.25.11 | login req
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01/24/11 R2000 Index and Sector Normalized Valuations | login req
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01/21/11 Margins Well-Below Peak Levels Could Expand Strongly Going Forward | login req
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01/19/11 Technical Model Portfolio Update | login req
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01/18/11 Small-Cap Macro Mosaic | login req
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01/18/11 Monday Morning Musings: Margin & Muni Debt | login req
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01/14/11 Top 200 Institutional Fund Small-Cap Holdings | login req
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01/12/11 Examining Small-Cap Sell-Side Estimate Errors | login req
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01/11/11 Small-Cap Market Outlook 1.11.11 | login req
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01/10/11 High Growth Stock Screen | login req
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01/07/11 Identifying Small-Cap Financials Value & Relative Strength | login req
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01/06/11 The Case for Small-Caps | login req
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01/05/11 2010 Small-Cap Year-End Letter | login req
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01/04/11 Hungry for Equities | login req
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01/03/11 An Inspiring Story | login req
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12/22/10 Business Conditions Index Favor Good Small-Cap Forward Returns | login req
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12/21/10 Small-Cap Market Mosaic | login req
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12/20/10 4Q 2010 is Firing on All Cylinders. 2011 No Different | login req
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12/17/10 R2000 2010 YTD Small-Cap "Dream Team" & "Cellar Dwellers" | login req
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12/15/10 Industry Returns in Different Rate Environments | login req
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12/14/10 Small-Cap Market Outlook | login req
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12/13/10 2011: Our Year Ahead Outlook | login req
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12/10/10 High Growth Outperforming Since August. Trades below Traditional Premium. | login req
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12/09/10 Portfolio Manager Survey: The Year Ahead | login req
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12/07/10 Small-Cap Macro Mosaic | login req
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12/06/10 R2000 Eclipses April Highs Despite a Disappointing Employment Report | login req
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12/03/10 Analyzing Small-Caps with ROA below their Long-Term Levels | login req
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12/02/10 Small-cap Industry ROA Relative to Long-term Levels | login req
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11/30/10 Small-Cap Market Outlook 11.30.2010 | login req
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11/23/10 Small-Cap Macro Mosaic 11.23.2010 | login req
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11/22/10 Housing and Medical CPI Weighting Work to Understate Reported Inflation | login req
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11/18/10 Detailing Energy Materials & Tech Performance Divergences | login req
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11/17/10 Accelerating Earnings Growth Stock Screen | login req
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11/16/10 Small Cap Market Outlook | login req
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11/15/10 US Government 10Yr Rates Are Rising | login req
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11/12/10 Earnings Surprise and Signal Vol 3 | login req
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11/11/10 Employment Poised to Brighten | login req
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11/09/10 Small Cap Macro Mosaic | login req
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11/08/10 Monday Musings | login req
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11/05/10 3Q10 Earnings Surprise and Signal Report Vol 2 | login req
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11/05/10 R2000 Chart Updates | login req
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11/04/10 Industry Relative Returns in a Rising Inflationary Environment | login req
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11/03/10 FLASH REPORT: QE2 Sailing. Stocks will rise. Unprecedented Fed clarity. | login req
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11/03/10 Drilling Down into Technology Leadership | login req
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11/02/10 Small Cap Market Outlook | login req
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11/01/10 The New Equity Bull Market | login req
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10/29/10 3Q10 Earnings Surprise and Signalling Vol 1 | login req
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10/28/10 Analyzing and Screening Hi Yield Bonds for Macro Insights and Stock Ideas | login req
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10/27/10 Active Managers Consistently Outperform R2000 Indexing | login req
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10/26/10 Small Cap Macro Mosaic | login req
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10/22/10 Where to Shop for Small-Cap Energy and Materials Stocks | login req
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10/21/10 ISM New Orders to Inventory Ratio as Predictor for Economic Growth | login req
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10/20/10 Russell 2000 Revenue and Earnings Outlook | login req
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10/19/10 Small Cap Market Outlook | login req
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10/18/10 Monday Morning Musings | login req
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10/15/10 Analyzing Sector and Industry Leadership since the August Bottom | login req
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10/14/10 One Reason it was a Tough Quarter for Active Managers to Outperform | login req
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10/13/10 Relative Candle Charting Offers Bullish Small vs Large View | login req
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10/12/10 Small Cap Macro Mosaic | login req
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10/11/10 Disappointing Employment Cannot Keep Stocks Down | login req
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10/06/10 Bears in Retreat and R2000 More Likely to Challenge April Highs | login req
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10/05/10 Small Cap Market Outlook | login req
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10/04/10 3Q 2010 Quarterly Letter | login req
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10/01/10 Small Caps Trade at Modest Premium If Lowest Quality Firms Removed | login req
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09/30/10 Small Cap Relative and Nominal Valuation Not a Reason to be Bearish | login req
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09/28/10 Small Cap Macro Mosaic | login req
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09/28/10 Being Ben Bernanke | login req
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09/27/10 Glass Half Full as Market Discounts Political Monetary and Fiscal Policy Changes | login req
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09/24/10 Demographics Impact on Financial Assets | login req
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09/23/10 Analyzing Leadership During 2010s Rallies and Market Commentary | login req
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09/22/10 We Might Finally be in a Stock Pickers Market | login req
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09/21/10 Small Cap Market Outlook | login req
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09/20/10 Conversation with a Wise Old Man | login req
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09/16/10 3Q 2010 Earnings May Rock Your World | login req
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09/15/10 Stocks to Own for the Next Decade | login req
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09/14/10 Small Cap Macro Mosaic | login req
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09/13/10 3Q 2010 Portfolio Manager Survey | login req
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09/10/10 Analyzing Lost Consumer Spending Power Due to Lower Rates | login req
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09/09/10 Looking for Optimistic Signs | login req
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09/08/10 Small Cap Market Outlook | login req
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09/07/10 Every Bear Needs to be Awake and Monitoring | login req
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08/31/10 Small Cap Macro Mosaic | login req
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08/30/10 Reading Between the Lines of Jackson Hole | login req
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08/26/10 R2000 Stocks Posting Strong Consistent Revisions | login req
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08/25/10 Homes Sales Plummet Setting Up Neckline Test | login req
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08/24/10 Small Cap Market Outlook | login req
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08/23/10 The Philly Fed Current Activity Index Forecasting Recession | login req
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08/18/10 Top 200 Most Widely Held Small Caps by Institutions | login req
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08/17/10 Small Cap Macro Mosaic | login req
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08/16/10 R2000 Forming Bearish Head and Shoulders and Monday Musings | login req
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08/13/10 Earnings Signal and Surprise | login req
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08/11/10 Productivity Peaks Do No Lead to Fast Payroll Gains | login req
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08/10/10 Small Cap Market Outlook | login req
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08/10/10 Fed Moves Do Not Excite Us | login req
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08/09/10 Consensus See QE2 Sailing Soon While We Do Not | login req
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08/06/10 Earnings Signal and Surprise | login req
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08/05/10 Do Negative 50 Thru 200 DMA Crosses Matter | login req
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08/03/10 Small Cap Market Mosaic | login req
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08/02/10 Did the R2000 Define the Top of its Trading Range at 672 | login req
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08/02/10 Corporate Economic Spreads Low and Hurting Hiring | login req
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07/30/10 Earnings Surprise and Signal Report 2Q10 Vol 2 | login req
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07/29/10 True Money Supply Growth Slowing Dramatically | login req
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07/28/10 Technical Model Portfolio Vol 4 | login req
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07/27/10 Small Cap Market Outlook | login req
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07/23/10 Earnings Signal and Surprise Report | login req
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07/20/10 Small Cap Macro Mosaic | login req
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07/19/10 Did the Fed Just Say to Sell Equites | login req
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07/15/10 Best Upside Downside Capture Ratio Small Caps | login req
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07/14/10 Will 2Q Earnings Stock Impact Follow 1Qs Poor Example | login req
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07/13/10 Small Cap Market Outlook | login req
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07/12/10 Less of a Buzz and Other Monday Musings | login req
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07/09/10 Screening for the Steadiest Earning Growth Small Caps | login req
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07/08/10 Drilling Down to Find High ROIC Staples Under Accumulation | login req
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07/07/10 Three Special Studies | login req
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07/06/10 US Back in Shallow Recession as Policy Mistakes Take Toll | login req
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07/02/10 2Q 2010 Letter | login req
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07/01/10 The Best and Worst YTD R2000 Stocks | login req
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06/30/10 Analyzing R2000 Changes Now that They Are Official | login req
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06/29/10 Small Cap Market Outlook | login req
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06/28/10 SP600 Index and Tech Inc State Bal Sheet and Valuation | login req
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06/24/10 Climbing Down the Mountain | login req
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06/23/10 Screening for High ROIC and Cheap Normalized PE Opportunities | login req
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06/22/10 Small Cap Macro Mosaic | login req
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06/16/10 8 Stocks to Buy from Our Technical Model Portfolio | login req
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06/15/10 Small Cap Market Outlook | login req
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06/10/10 Small Cap Returns in Various GDP Growth Scenarios | login req
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06/08/10 Small Cap Macro Mosaic | login req
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06/07/10 Employment and Small Cap Returns. Technical Update | login req
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06/04/10 Screening for Chinese and Japanese Small Caps to Buy | login req
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06/03/10 Measuring US Export and Financial Exposures to Europe and the PIIGS | login req
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06/02/10 Small Cap Market Outlook | login req
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06/01/10 Funds Top 200 Small Cap Holdings | login req
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05/26/10 R2000 Price to Peak Earnings Cheap vs Past Major Bottoms 15 Mos Out | login req
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05/25/10 Small Cap Macro Mosaic | login req
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05/24/10 R2000 Earnings Outlook. Margins Powerful. | login req
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05/21/10 Bears Sure are Confident | login req
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05/19/10 Screening to Find the Firms with the Best 3 Year ROA Improvement | login req
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05/18/10 The Small-Cap Market Outlook | login req
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05/14/10 Relative Valuation Points to Low Quality Rally May be Near an End | login req
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05/14/10 1Q10 Earnings Signal and Surprise pt 3 | login req
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05/13/10 Small and Mid-Cap YTD Leaders Down the Most | login req
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05/11/10 Small Cap Mosaic | login req
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05/07/10 R2000 Earnings Signal and Suprise Report. 1Q Vol 2 | login req
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05/07/10 Correction or Collapse | login req
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05/05/10 An Early Look at the R2000 Reconstitution Impacts | login req
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05/04/10 Small-Cap Market Outlook | login req
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05/03/10 Portfolio Manager Survey Results | login req
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04/30/10 1Q10 Earnings Signaling & Surprise | login req
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04/29/10 Promising Housing Recovery Still Faces Headwinds | login req
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04/27/10 4.27.10 Small-Cap Macro Mosaic | login req
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04/26/10 Bears Missing Major Global Asset Allocation to US Financial Assets | login req
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04/23/10 25 Small-Caps with Notable Upward Forward Year Earnings Revisions | login req
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04/22/10 Analyzing Consumer Spending Drives in our CSI Index | login req
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04/20/10 Small-Cap Market Outlook | login req
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04/19/10 Analyzing The Impact of Goldman's SEC Fraud Charges | login req
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04/16/10 Drilling Down into Consumer Discretionary Stocks | login req
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04/15/10 A Giant Sucking Sound. Reflation Gaining Traction | login req
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04/14/10 Screening for Health Care Winners | login req
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04/13/10 THE Small Cap Review | login req
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04/07/10 Model Portfolio and Fresh Money Buy List Vol 3 | login req
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04/06/10 Small-Cap Technical Update | login req
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04/05/10 1Q 2010 Letter | login req
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03/30/10 THE Small-Cap Review | login req
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03/29/10 2010 R2000 Annual and Quarterly Earnings Outlook | login req
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03/26/10 Likely LEI Peak Sends Mixed Signal to Small-Caps | login req
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03/25/10 A Darkening, Angry Mood but Still Tactically Bullish | login req
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03/24/10 "Up" Week Volume Bullishly Exceedingly "Down" Week's | login req
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03/23/10 Small-Cap Technical Update | login req
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03/19/10 Technical Model Portfolio and Fresh Money Buy List Vol 2 | login req
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03/18/10 The 200 Most Commonly Held Small-Caps by Mutual Funds | login req
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03/16/10 THE Small-Cap Review | login req
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03/14/10 Fed Flow of Funds Tracking Consumer Deleveraging | login req
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03/11/10 Introducing Technical Model Portfolio and Fresh Money Buy List | login req
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03/10/10 Small-Cap Screen Searches for Money Makers | login req
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03/08/10 Technical Update | login req
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03/08/10 R2000 Eclipses 07 Downtrend and 650 Resistance Last Week. 15 Charts. | login req
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03/04/10 4Q09 Earnings Surprise & Signaling Report 6th Edition | login req
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03/03/10 32 Stocks Where Fundamental May Be Improving But Stocks Are Down | login req
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03/01/10 THE Small-Cap Review | login req
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02/28/10 Small-Cap Banks Poised to Outperform in 2010 | login req
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02/25/10 4Q09 Earnings Surprise and Signal Report 5th Edition | login req
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02/24/10 Financial Analysis on Small-Cap SP600 Sectors and Index | login req
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02/22/10 Technical Update | login req
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02/19/10 R2000 Earnings Surprise and Signaling Feb 19 2010 | login req
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02/17/10 Industrials Leadership and Momentum 2 17 2010 | login req
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02/16/10 THE Small Cap Review 2 16 2010 | login req
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02/12/10 R2000 Earnings Surprise and Signal Report Feb 12 2010 | login req
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02/11/10 Worsening State Fiscal Conditions Will Likely Require Federal Support | login req
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02/09/10 Small-Cap Technical Update 2.9.10 | login req
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02/08/10 Contemplating Inflation and a Transmission Mechanism | login req
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02/05/10 Feb 5th R2000 Earnings Surprise and Signal Report | login req
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02/04/10 Framework, Thoughts, Levels, Bears Still Controlling | login req
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02/02/10 THE Small-Cap Review | login req
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02/01/10 Oversold but Bears in Control After Key Support Violated | login req
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01/29/10 Earnings Surprise & Signaling | login req
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01/28/10 Top 200 Institutional Fund Small-Cap Holdings | login req
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01/27/10 High Earnings Growth & ROIC Screen | login req
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01/25/10 The Small-Cap Technical Update | login req
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01/24/10 Markets React Negatively to Wounded President. Technicals Challenged. | login req
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01/21/10 25 High Quality Firms with Notable Estimate Revisions | login req
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01/19/10 THE Small Cap Review | login req
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01/18/10 Jan 2010 Portfolio Manager Survey Results. Bulls Onboard. | login req
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01/18/10 JPMorgan’s Results Forecast Brown MA Senate Victory | login req
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01/15/10 High Treasury Issuance Bodes Well for Small-Caps | login req
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01/14/10 Real Rates Could Easily Rise 200 bps When Quantitative Easing Ends | login req
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01/12/10 World and Market View: 3 Key Trends | login req
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01/12/10 THE Small-Cap Technical Update | login req
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01/11/10 Health Care Stocks with Momentum | login req
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01/07/10 Drilling Down in R2000 Energy Stocks | login req
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01/07/10 Materials Stocks with Leading Momentum | login req
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01/06/10 2009 Small-Cap Year-End Letter | login req
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01/04/10 2010 Outlook | login req
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12/21/09 THE Small-Cap Review Dec 22 2009 | login req
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12/21/09 Humorous Strange Cocktails | login req
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12/17/09 4Q09 Returns Point to Low Quality Rally Ending | login req
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12/16/09 Best and Worst R2000 Stocks. Tax Loss Bounce Candidates | login req
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12/15/09 Lagging Stocks with Positive Estimate Revisions | login req
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12/15/09 Small-Cap Technical Update | login req
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12/11/09 Consumer Debt Still Falling. Fed Unlikely to Raise Rates. | login req
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12/08/09 Detailed Study of Small-Cap Seasonality. Sector and Industry Analysis. | login req
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12/07/09 THE Small-Cap Review Dec 8th 2009 | login req
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12/07/09 Technical Assessment of R2, Silver, Gold, US Dollar | login req
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12/03/09 Sm Cap Relative Valuation Creates Relative Performance Headwind | login req
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12/03/09 Top Stocks: Quality Meets Price Screen on Normalized Fwd PEs | login req
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12/02/09 R2000 3Q09 Earnings Recap and Fwd Outlook | login req
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11/30/09 The Small-Cap Technical Update Dec 1 2009 | login req
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11/24/09 THE Small-Cap Review Nov 24th 09 | login req
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11/23/09 Mortgage Delinquencies, Washington Focus. R2000 Charts. | login req
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11/20/09 Addendum: Money Velocity's Impact on Small-Cap NOMINAL Returns | login req
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11/19/09 Money Velocity Inflation Fed Actions Small Cap Relative Returns | login req
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11/17/09 Small-Cap Technical Update | login req
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11/16/09 R2000 Chart Update. March and Nov 2nd Uptrends Intact. | login req
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11/12/09 Analyzing Small-Cap Returns During Fed Hiking and Cutting Periods. | login req
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11/12/09 R2000 Technical Update After Large Decline | login req
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11/12/09 3Q09 Earnings Surprise and Signaling. Vol. 4. | login req
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11/10/09 THE Small-Cap Review Nov. 10 2009 | login req
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11/09/09 Fed Unlikely to Raise Rates Until Debt Growth Accelerates | login req
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11/06/09 Earnings Surprise & Signaling Report | login req
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11/05/09 Small-caps Most Below their VWAP Offer Potential Gains | login req
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11/04/09 Central Bank Liquidity Impact: Still Early in Cycle | login req
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11/02/09 Small-Cap Technical Update Nov 3 2009 | login req
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11/02/09 R2000 Failing in Initial Attempt to Eclipse 07 Downtrend. | login req
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10/30/09 3Q09 Earnings Surprise and Signal Report 2 | login req
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10/29/09 The Inevitable Correction | login req
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10/28/09 Cheap High ROIC Laggards off March Bottom May Outperform | login req
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10/27/09 THE Small-Cap Review October 27 2009 | login req
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10/26/09 "Quality Meets Price" Small-Caps Selling at Less than Their Avg "Normalized" Fwd PEs | login req
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10/23/09 3Q09 QTD Earnings Signal and Surprise | login req
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10/21/09 Money Growth and Small-Cap Returns. | login req
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10/19/09 Technical Update Oct. 20th 2009 | login req
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10/16/09 Managed Care Still in Sick Ward. Shorts Yes. Longs No. | login req
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10/14/09 Our Consumer Strength Index Sees Increased Spending. Discretionary Drill Down. | login req
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10/13/09 THE Small-Cap Review Oct. 13th 2009 | login req
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10/09/09 Small-Caps Rise During & After Deflation | login req
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10/07/09 Small-cap Rally in Context 10.7.2009 | login req
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10/06/09 Small-Cap Technical Update 10.6.09 | login req
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10/05/09 Monday Morning Musing Oct 5th 2009 | login req
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10/02/09 3Q09 Quarter End Letter: 3Q09's Keys to 4Q09 | login req
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09/29/09 Musing on Iran, Protectionism, Energy, Fed and R2000's Technicals | login req
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09/29/09 THE Small-Cap Review Sept 29th 2009 | login req
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09/25/09 The Current Rally In Context -- Comparing to Past Rallies | login req
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09/21/09 Small-Cap Technical Update Sept 22 09 | login req
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09/21/09 Leading Economic Indicators Rate of Change Turning Positive is Bullish | login req
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09/17/09 Small-Cap PM Survey: '10 R2 662 Tgt; Bullish on Tech & Energy; Inflation tame | login req
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09/15/09 THE Small-Cap Review Sept 15th 09 | login req
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09/14/09 Homeward Bound: Acting on a Housing Bottom | login req
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09/11/09 Low Market Cap, High ROIC, Cheap Stock Screen | login req
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09/10/09 Low Market Cap Rally Can Impact Performance for Years | login req
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09/08/09 Small-Cap Technical Update Sept 9th '09 | login req
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09/08/09 R2000 Normalized PE in line with Long Term Average. Sector Detail. | login req
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09/01/09 THE Small-Cap Review Sept 1 2009 | login req
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08/31/09 7.31 Earnings Surprise & Signaling Report | login req
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08/26/09 Housing Puts in a Bottom. | login req
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08/26/09 Valuation of Major Market Lows -- Lg Cap Real PE Just Above Average | login req
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08/24/09 8.25.09 Small-Cap Technical Update | login req
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08/24/09 The Meaning of 2Q09 Earnings | login req
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08/20/09 Comments on Bernanke, China, R2000 | login req
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08/20/09 Small-Cap Revenue and Earnings Outlook through 2010 | login req
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08/20/09 Earnings Signaling & Surprise Report; 90 pct Reported | login req
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08/19/09 Using the Number of Employed Workers to Forecast Recession's End. | login req
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08/18/09 THE Small-Cap Review | login req
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08/13/09 Earnings Surprise & Signaling: Firms Reporting Aug. 3-9. | login req
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08/10/09 8.11 Small-Cap Technical Update | login req
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08/06/09 8.6 Earnings Surprise & Signaling Report | login req
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08/04/09 08.04 Small-Cap Review | login req
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07/30/09 7.30 Small-Cap Technicals Stock Picking Primer | login req
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07/30/09 Small-Cap Financial Drill Down | login req
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07/29/09 Add Alpha by Under Weighting Small-Cap Banks | login req
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07/27/09 07.28 Technical Update | login req
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07/27/09 Advance Defies Bears Who Still Outnumber Bulls. Stay Invested. | login req
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07/24/09 Introducing NEW Earnings Surprise & Signaling Report | login req
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07/23/09 06.23 Small Cap Review | login req
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07/23/09 R2000 Industries Cheap & Under Earning | login req
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07/22/09 Drilling Down to Industrial Stocks Under Accumulation | login req
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07/21/09 07.21 Small-Cap Review | login req
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07/20/09 Materials: Drilling Down to a Stock Level | login req
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07/16/09 Global Intellect & Information Age Investor & Policy Maker Challenges | login req
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07/13/09 7.14 Small-Cap Technical Update | login req
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07/08/09 The “Unloved” Least Institutionally Owned R2000 Stocks | login req
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07/07/09 Hours Worked Rate of Change Argues Near Recession End | login req
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07/06/09 Unemployment’s Rate of Change Argues Recession Has Ended | login req
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07/02/09 2Q09 Quarter End Letter | login req
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06/30/09 06.30 Small-Cap Technical Update | login req
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06/29/09 Is David Done Whipping Goliath? Almost. | login req
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06/24/09 “Growth Best Nom. YTD, Value Best Rel. to Benchmark" | login req
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06/18/09 “Screening for Inexpensive, High Quality Stocks" | login req
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06/16/09 R2000 consolidating as rising 50 DMA poised to overtake falling 200 DMA | login req
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06/15/09 “Small-Cap Performance After Moving Average Crosses” | login req
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06/11/09 “Small-Cap’s Nominal & Relative Perf. vs Core Inflation” | login req
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06/10/09 “Small-Cap Survey Respondents' Favorite Stocks” | login req
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06/09/09 “Top 200 Institutional Fund Small-Cap Holdings” | login req
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06/08/09 06.08 Small Cap Review | login req
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06/08/09 “Small-Caps & Unemployment” | login req
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06/08/09 “The Current Consensus – Sell In May & Go Away” | login req
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06/04/09 “09 Earnings Forecast to be Positive Despite 10% Rev. Decline" | login req
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06/02/09 Breakout above 200 DMA argues for move to 551 Election Day high | login req
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06/01/09 ROIC and Leverage R2000 Quality Study. Low Quality Wins off March 9th Bottom. | login req
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06/01/09 “Perspective on Projected Record US Gov’t Deficit” | login req
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05/28/09 “Screen For Stocks Poised to Benefit from Dollar Decline" | login req
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05/27/09 05.27 Small Cap Review | login req
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05/26/09 “Further Quality Studies. Avg Low Quality Rally 11 Mos.” | login req
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05/22/09 “Implications of Soaring Deficits & Global Trade’s Collapse” | login req
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05/19/09 “An Early Look at the Russell 2000 Reconstitution” | login req
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05/19/09 Converging 50 & 200 DMAs with R2 in middle sets dramatic stage | login req
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05/15/09 “R2000 Short-Interest Back Near Pre-Crisis Levels” | login req
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05/13/09 “84% R2000 Reported 1Q09 Earnings” | login req
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05/12/09 05.12 Small Cap Review | login req
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05/08/09 “Upgrading Energy to Outperform” | login req
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05/08/09 “Small-Caps, Recession & Unemployment” | login req
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05/07/09 “63% R2000 Reported 1Q09 Earnings” | login req
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05/06/09 “Low Quality Valuation Discount Remains Low Quality Rally Poised To Continue” | login req
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05/05/09 R2000 Eclipses 479 neckline, measures to 615. | login req
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05/01/09 “Differentiating Small-Cap Health Care Stocks” | login req
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04/29/09 “Energy Stocks with Momentum” | login req
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04/28/09 04.28 Small Cap Review | login req
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04/27/09 “Inverted R2000 Head & Shoulder Reversal Forming. 615 Objective.” | login req
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04/26/09 “Leading Technology Stocks” | login req
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04/24/09 “R2000 Small-Cap 1Q09 Earnings Update – 20% Reported” | login req
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04/21/09 Correction Starts? R2000 Fails at Downtrends Upper Edge. | login req
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04/20/09 “M&A News Continues to Heat Up.” | login req
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04/15/09 “Leading Consumer Discretionary Stocks” | login req
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04/14/09 04.14 Small Cap Review | login req
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04/13/09 “R2 up 37% in 23 trading days. Confronting resistance.” | login req
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04/08/09 “Materials Breakout Surprises Us” | login req
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04/07/09 4.7 Small-Cap Technical Update | login req
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04/06/09 “1Q09 Small-Cap Dream Team” | login req
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04/02/09 “R2000 Reconstitution's Effects on Sector Rotation” | login req
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04/02/09 “1Q09 Quarter-End Letter” | login req
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04/01/09 “Failure so far to eclipse Sept. ’08 Downtrend.” | login req
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03/30/09 “Small-Cap Valuation” | login req
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03/27/09 “A Crucial Day Technically. 3rd Challenge to Key Downtrend” | login req
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03/24/09 3.24 Small-Cap Technical Update | login req
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03/23/09 4Q08 R2000 Earnings – Worst Quarter EVER by FAR | login req
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03/19/09 “Cheap, High ROIC Small-Caps Least Held by Mutual Funds” | login req
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03/19/09 “Cheap, High ROIC Small-Caps Least Held by Mutual Funds” | login req
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03/18/09 “R2000 Technical Update & Other Comments” | login req
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03/18/09 “Homeward Bounds” | login req
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03/17/09 03.17 Small Cap Review | login req
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03/16/09 “Sector & Industry Performance: YTD, Since 3/9/09” | login req
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03/13/09 “R2 Up 13.7% off 343 Test. Resistance @ 393, 409, 430.” | login req
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03/13/09 “R2 Up 13.7% off 343 Test. Resistance @ 393, 409, 430.” | login req
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03/13/09 “Strong at the Bottom Stocks & Insider Activity” | login req
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03/11/09 “CRB Raw Materials Index as a Predictor of Recession End” | login req
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03/10/09 3.10 Small-Cap Technical Update | login req
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03/09/09 “Charts for a Monday Morning” | login req
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03/08/09 “Deflation in Goods, Not in Services” | login req
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03/06/09 “Free Fall Scares Even the Pros. Does That Mark A Bottom?” | login req
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03/04/09 “R2000’s Worst First Two Months EVER.” Other Thoughts. | login req
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03/04/09 “Small-Cap Bear Market Perspectives” | login req
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03/03/09 03.03 Small Cap Review | login req
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02/25/09 “Stocks Left for Dead” | login req
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02/24/09 2.24 Small-Cap Technical Update | login req
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02/19/09 “Leading Economic Indicators & Small-Caps” | login req
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02/18/09 “Charting the Most Widely Held Small-Caps” | login req
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02/17/09 02.17 Small Cap Review | login req
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02/13/09 “A Critical Day. Friday February 13th.” | login req
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02/10/09 2.10 Small-Cap Technical Update | login req
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02/09/09 “Small-caps often rise coincident with deflation, but decline prior to it.” | login req
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02/04/09 “The Top 200 Institutional Small-Cap Holdings” | login req
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02/04/09 “The Top 200 Institutional Small-Cap Holdings” | login req
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02/03/09 02.03. Small Cap Review | login req
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02/03/09 LULU: Do Homework. Likely A Winner. Currently Consolidating. | login req
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02/02/09 “Hi Yield, Gold, Breadth & 10-Yr. Gov’ts Paint Constructive Pic.” | login req
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01/29/09 “Sector & Industry Performance: YTD, Since 3/9/09” | login req
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01/29/09 “Homeward Bounds” | login req
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01/28/09 “Falling in Hate or Love Can Be Dangerous” | login req
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01/26/09 ’09 & 4Q08 R2000 Earnings Outlook – Way Too Optimistic | login req
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01/08/09 “How Important is Friday’s Unemployment Reading?” | login req
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01/05/09 “2008 Year-End Letter” | login req
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01/05/09 2008 Year End Letter | login req
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12/16/08 12.16 Small-Cap Technical Update | login req
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12/10/08 3Q08 R2000 Earnings (Loss) Update | login req
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12/07/08 “R2000 Technical Update: Downtrend’s Upper edge.” | login req
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12/02/08 12.2 Small-Cap Technical Update | login req
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11/28/08 Contango Oil & Gas Co. (MCF) | login req
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11/26/08 General Cable (BGC, $14.90) $790mm Mkt Cap, $2.0Bn EV | login req
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11/21/08 “The End (of the decline) May be Near” | login req