US Smaller Cap Commentary Archive

2018
April		The Investor Love/Hate Cycle on a Cyclical Group Within Semiconductors
March		Casinos: Gambling Away the Buffet
February		Identifying Growth Opportunities in Health Care
January		Put Down Your Cell Phones!
2017
December		Trucking Utopia
November		Blockchain and End Market Applications
October		The Future of Gaming
September		XBI is Having Another Banner Year
August		Put the Cash in the Trash
July		Retail Evolution: Survival of the Fittest
June		A Framework for Identifying Tangential Opportunities Created by M&A in Medical Devices
May		Growing Importance of Machine Vision Systems in Industrial Automation
Apirl		Bank Margins: Moving on up?
March		Industry Positioning in Health Care
February		Getting a Charge out of Lithium
January		Beneficiaries of OPEC’s Production Cuts
2016
December		Investment Theme: The Emergence of the Internet of Things
November		Why Have Restaurant Sales Slowed?
October		Are Barren Pipelines Driving Big Pharma’s Acquisitions?
August		Housing Market’s Recovery Reverberates to Building Product Suppliers
August		Will Energy Stocks Outperform Now That the US Rig Count Has Bottomed?
July		Cloud-based Communication Platforms
June		Data Center REITS on a Cloud
May		Topline Growth Acceleration in Medtech
April		The Push for Health Care Cost Containment
March		US Smaller Cap Market Update
March		Will FAST Act Speed up Spending?
February		Investment Opportunities in a Maturing Global Smartphone Market
January		The Detrimental Effect of Ecommerce
2015
December		The Health of Hospital Stocks
November		Will ELD Regulation Drive Returns for the Trucking Industry?
October		Rising Cybersecurity Spending in IT Budgets
September		Nursing Opportunities in Health Care
August		Pharma GAINing Advantages with Antibiotics
July		Have Post-JOBS Act IPOs Been Good Investments?
June		Bispecific Antibodies
June		Transitioning to 100G networks
May		Shifts in the Global Crude Oil Tanker Market
April		Ushering in a New Era for the Drug Industry
2014
December		Will ELD Regulation Drive Returns for the Trucking Industry?

2018

April

The Investor Love/Hate Cycle on a Cyclical Group Within Semiconductors

March

Casinos: Gambling Away the Buffet

February

Identifying Growth Opportunities in Health Care

January

Put Down Your Cell Phones!

2017

December

Trucking Utopia