Small-Cap Roundtable on Seeking Alpha
- Published: 19 September 2016
I was honored to be included in the Seeking Alpha Marketplace Roundtable: A Look at Small-Cap Investing. It was a two part series and it can be found here and here. I touched on some interesting companies (CRWS and SPAN) that have previously been featured in the Tuzz Report.
Also, featured in the September issue of the newsletter is one of my favorite screens that highlights companies that have a high ROE and are aggressively buying back stock. It has done a very nice job of identifying stocks that have outperformed the Russell 2000 over the last several years.
This Is Why It Is So Important to Monitor Insider Buying
- Published: 15 September 2016
I often use stock screens to find small-cap ideas and these screens contain the usual ratios that can be found in every value investor’s tool belt: p/e, p/book, EV/EBITDA, etc. However, financials often don’t tell the whole story and there can be more going on behind the scenes. This is why I also screen for insider buying.
When insiders are buying company stock and there is a clear catalyst, I get interested. When insiders are buying company stock in size and there’s no readily apparent reason, I get very interested...
Screening Commodity Companies for Insider Buying
- Published: 13 September 2016
Value firm GMO recently released a white paper titled, “An Investment Only a Mother Could Love: The Case for Natural Resource Equities.” The paper covers their belief that commodities will rise in the decades to come and that equities are a great way to play this predicted rise. In a world where low interest rates have inflated the valuation of many investments, commodities represent an especially intriguing opportunity. If GMO’s belief, that commodity companies have a negative correlation when measured against the broad equity market, then the group could be a great portfolio diversifier if the market drops.
Obviously, I had to put together a screen to look for potential ideas within the commodity space. I started with one of my favorite measures, insider trading, and kept market cap below $2 billion, because small-cap is what we do around here. The screen: