At the brink of war, many readers have been asking which stocks in the Bottom of the Barrel
Nobody knows what will happen once American soldiers are in harm's way. Almost everyone has an opinion, but war is uncertain by nature. Any predictions are based on probabilities, history and intelligence. And so my preferred small-cap strategy is to limit risk, focus on fundamentals and understand that the market's tenor will affect the direction of small-cap stocks.
The strategy is largely dictated by tenets of small-cap investing that I
Second, today's most attractive small-caps are those with solid balance sheets. Given the precarious economic situation, I want more promises of balance sheet stewardship and fewer promissory notes. I also want simple stories: I want to be able to understand the product, the financials and the future.It's not rocket science, but it's worth repeating when nerves can sometimes trump reason. With that in mind, here are some Barrel considerations as we move closer to war.