Bret Jensen was chief investment strategist from 2008-2011 for Simplified Asset Management (S.A.M.), a small long/short hedge fund based in Miami. The fund was in top 5% of long/short hedge funds for total return in its first full year (2009) as ranked by Hedgeco fund database (more than 450 funds in category). Jensen has nearly 20 years of experience in the financial services industry, including more than a decade of managerial experience at American Express. He holds a Bachelor of Science degree in finance from Arizona State University. His personal blog is at http://www.bretjenseninvests.com. Jensen acts as corporate secretary for Florida Alternative Investment Association, which encompasses more than 100 managers managing more than $30 billion in assets under management. Follow Bret on Twitter: @Bret_Jensen.
I would add to them on any significant dips in the market.
The IMF's reduced global growth forecast, slower growth in China and Brexit uncertainty are among the negatives.
It has been a better year for the Russell 2000 and the small-caps it represents.
Small cap stocks should see much faster earnings growth than larger concerns.
Chatham Lodging Trust and Cedar Fair are two well-run companies with very attractive yields that can help balance a portfolio.
I would not be surprised if we see a bout of profit-taking in the near future given the sharpness of the recent rebound.
Beaten-down Entercom Communications and Dynavax Technologies are off to good starts this year and should continue to improve.
It's probably no surprise that my picks for 2019 come from the biotech/biopharma space.
Stocks look very reasonably valued to start the new year.
Shares of Iovance Biotherapeutics and Reata Pharmaceuticals took it on the chin in the fourth quarter, but both companies seem ready to reward shareholders for their patience.
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