What is a Balance Sheet?

While an income statement discusses operating performance, the asset and liability numbers on a balance sheet give us a better look at financial wellbeing. Using this, we can measure growth, operating efficiency, profitability and valuation metrics. It’s simply a statement of current financial position that sums up a company’s assets, liabilities and shareholder equity, and … Continue reading “What is a Balance Sheet?”

Thematic Investing: How to Uncover your Next Big Win

Always be on the lookout for prominent investing themes. That’s how the long-term wealth can be found. “Thematic investing is about capitalizing on future trends. Its forward-looking nature stands in clear contrast to the more widely used market capitalization approach [which] assumes that past winners will continue to win out… Why is thematic investing a … Continue reading “Thematic Investing: How to Uncover your Next Big Win”

Three Safe Ways to Trade a Small-Cap Recovery

China just offered to go on a six-year buying spree of U.S. goods to help rebalance trade between the two economic superpowers. According to Bloomberg, “By increasing goods imports from the U.S. by a combined value of more than $1 trillion over that period, China would seek to reduce its trade surplus — which last … Continue reading “Three Safe Ways to Trade a Small-Cap Recovery”

My Top 5 Investing Tips for All Investors

The odds are stacked against you as an investor. You have a job. You have a life. You just don’t have time to investigate opportunities like a professional analyst who covers 10 stocks, visits the companies, talks to management regularly, and pores over word of quarterly earnings conference call. Professional investors have so many advantages … Continue reading “My Top 5 Investing Tips for All Investors”

2019 Tax Season: Three Key Tips Investors Must Know

It’s every one’s “favorite time” of the year again. As one of life’s two certainties, taxes can be well… the most taxing. But if you’re aware of what you can and cannot do with your money, the better you are. Here are three key tips to keep in mind as an investor to help save … Continue reading “2019 Tax Season: Three Key Tips Investors Must Know”

Three Top Reasons to Invest in Small-Cap Stocks

Small cap stocks, or stocks whose market cap fall between $300 million and $2 billion, should always be part of a well-balanced portfolio for three key reasons. One reason is the historical performance of small-cap stocks. All thanks to strong financial performance and tax reform, which reduced the corporate tax rate on small cap stocks … Continue reading “Three Top Reasons to Invest in Small-Cap Stocks”

Three Top Small Cap Stocks to Watch in 2019

To help readers identify the best investments, we wanted to take a quick look at some of the top small cap stocks in sizable industries. Opportunity No. 1 — HEXO Corporation (HYYDF) One of the most exciting, most rewarding stories for investors is still cannabis. The momentum generated by corporate interest, H.R. 420 in Congress, … Continue reading “Three Top Small Cap Stocks to Watch in 2019”

Four Tips to Surviving a Market Downturn

Investors tend to overreact in corrections. They sell at the wrong time. They take their money out of the markets. But if you follow these four very simple rules, you’ll be fine. Tip No. 1 — Don’t panic If you panic, you sell. And if you sell, you miss the potential for the recovery rally. … Continue reading “Four Tips to Surviving a Market Downturn”

Six Essential Rules to becoming a Wealthy Small-Cap Investor

Anyone can invest in a stock. But it’s takes a disciplined investor to invest well. Like most investors, one of your top goals has been to enjoy financial freedom at whatever age you choose.  So, it stands to reason that your money should ideally generate above-market returns with below market risk. But it won’t happen … Continue reading “Six Essential Rules to becoming a Wealthy Small-Cap Investor”