Top Small-CapsAs for the question, the NASDAQ was down almost 6% in the four trading days from last week. That tsunami sank almost all of the boats. GLTA
Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included? Six months is a very short period, and anything can happen within that timeframe, We think investors can achieve better returns with a reasonable risk profile if investors can expand the time horizon to 3-5 years. But as requested here are our small-cap picks along with a thesis for each:
TVK: under-appreciated serial acquirer in the energy field
HPS.A: niche electrical equipment
CLS: a cheap, high-growth AI play
WELL: under-appreciated serial acquirer of healthcare assets
VHI: Saas business with high recurring revenue
TSU: growth, cheap insurance name
KXS: niche software name that is focusing more on profitability
PRL: cheap, high-growth, consumer financing business
GSY: high Return on Equity consumer financing business
DRX: solid growth, potential large contracts, cheap valuation
(5iResearch)