January's two Front Runners are both cyclical stocks with an added feature I find very attractive in Roadrunner companies: founder-family CEOs. Read More

2014 has not been kind to the stock market during its first month, but an improving global economy should ensure that January's woes are the pause that refreshes the bull run. Read More

Proxy fights battling for control of a company's strategic direction can be distracting for management, but can also push a company to make the hard choices needed to maximize shareholder value in the long run. GrafTech looks primed to benefit from the infighting and I'm raising my buy-below price on the steel company once again. The Costco of Latin America also deserves a buy-below price bump thanks to sunnier times ahead. Read More

December continues the theme of economic-sensitivity with two IPOs from June 2010 that should benefit from stronger growth and increased volatility in 2014. One company relies on increased capital spending related to the Internet, while the other gets a boost from an increased demand for risk management services and takeover speculation. Read More

When you invest in the right small-cap stocks, the upside is tremendous. Perfect examples: GrafTech, United Therapeutics and G-III Apparel. All three stocks deserve increases in their "buy below" prices. Read More

Accelerating U.S. economic growth in 2014 makes small-cap stocks the asset class of choice for savvy investors. While some analysts are concerned that economic growth may actually be too strong, this concern does not apply to small caps which thrive in strong economic times. The stronger, the better! Read More

New research concludes that investors can benefit from the January Effect without dumpster diving in microcaps or companies with scary price declines. Jim offers up some ideas to take advantage of the phenomenon. Read More