With the Nasdaq finally hitting a new all-time high, the risk appetite of investors is high and small caps will continue to outperform. A likely interest-rate hike by the Federal Reserve sometime in 2015 will not stop the small-cap juggernaut from moving to higher highs. Read More

Potable water is a global problem and the California drought will require substantial funding by state and federal governments to develop the necessary water infrastructure. SJW Corp. is perfectly positioned to benefit from this macro trend of increased water spending. Read More

Roadrunner "best-buy" Stepan Co. finally vindicates value investors with a one-day 13% stock surge. GIII Apparel and Sanderson Farms are perfect examples of strong momentum and deep value, respectively.  GIII is a strong hold and Sanderson is a strong buy. Read More

U.S. Physical Therapy and Diamond Hill are both on a roll, while Gulf Island Fabrication is just trying to hold on with a strong balance sheet. Read More

For the first time in a year (since March 2014), small-cap stocks have outperformed the S&P 500 in a majority (64%) of Roadrunner time periods! The outperformance is just beginning, so the time is now for small caps. Read More

The housing market is strengthening and that means more mortgage originations and more borrowers needing mortgage insurance. Smart hedge-fund investors and corporate insiders are jumping on board this stock at a rock-bottom valuation. Read More

Semiconductor sales are primed to continue strong growth in 2015 thanks to: (1) Mobile data/4G LTE adoption in emerging markets; (2) Improved PC sales; (3) Cloud/data center build-outs; and (4) new markets such as Internet-of-things and wearable computing. At the center of this mega-trend is a logic-chip company called Lattice Semiconductor (LSCC). Read More