Gundlach and Others Offer Market Perspective

The upcoming presidential election is causing uneasiness, not just at the water cooler or the dinner table but also in the markets. Matt Schifrin, a managing editor of investing at Forbes, canvassed several of what he considers the “smartest market thinkers” for perspective and investment advice amidst the uncertainty. Jeffrey Gundlach, CEO, DoubleLine Capital says, […]

Oberweis On The Importance Of Catalysts

When it comes to investing in small stocks, newsletter guru Jim Oberweis says that fundamentals and financials are important — but not all you should consider. “For small-cap stocks, a catalyst — such as a new partnership, a new product or regulatory approval — can drive earnings growth,” Oberweis writes in his latest Forbes column. […]

Oberweis: Small-cap Valuations Looking Good

After being pummeled in the 2008-09 financial crisis, small-cap stocks have bounced back strong and small-cap valuations have moved back toward normal levels over the past few years. But newsletter guru Jim Oberweis says that, compared to their larger peers, small stocks are still quite attractively valued. “With valuations no longer at bargain-basement levels, earnings […]

Oberweis On Secular Shifts

Newsletter guru Jim Oberweis says that if you want to find good investment opportunities, keep an eye on secular shifts in the business world. “While some companies succeed by changing the world, far more succeed by anticipating the needs of a changing world,” Oberweis writes in his latest Forbes column. “Secular shifts in technology and […]

Oberweis: Small-cap Growth Still A Bargain

Newsletter guru Jim Oberweis says that, while small-cap growth stocks have performed well recently, they remain at very attractive valuations. In his latest Forbes column, Oberweis says that small-caps (those with market caps under $1 billion) that are growing both earnings and revenue at a pace of 30% or more are trading at a median […]

Oberweis: Valuations Very Attractive

Newsletter guru Jim Oberweis says the increase in corporate deal-making is a result of the economy improving, and valuations remaining attractive. Oberweis tells Bloomberg that historically, the S&P 500 has traded around an average of 16 or 17 times earnings; currently, he says, it’s trading around 14 times earnings. Oberweis says he wouldn’t be surprised […]

Using the PEG Ratio to Find Solid Small-Caps

In his latest Forbes column, newsletter guru Jim Oberweis discusses the value of using the P/E-to-Growth ratio to pick stocks. “As a small-cap growth investor I look for outstanding businesses where I think earnings will grow more than most analysts expect,” Oberweis says. “But sometimes less exciting cyclical and moderate-growth businesses — bought at the […]

Oberweis: Follow Ben’s Lead

Newsletter guru Jim Oberweis says that investors can make some nice profits by following the Fed. “Government policies shape markets, turn winners into losers and, unfortunately, can distort the invisible hand of the market,” Oberweis writes in his latest Forbes column. “Only a fool would ignore the moves of Uncle Sam, particularly with government spending higher than […]

Oberweis: Now Is The Time To Buy Growth

Many investors have been loading up on big, high-dividend stocks lately, but newsletter guru Jim Oberweis says they are making a mistake.  “Although gut instinct may lead you to avoid smaller stocks when uncertainty is high, it’s a mistake,” Oberweis writes in his latest Forbes column. “Rocky times are the best time to buy firms […]

Oberweis: Insider Buying a Helpful Tool

In his latest column for Forbes, newsletter guru Jim Oberweis says that keeping an eye on whether company insiders are buying shares of their firm can help guide you to winning stocks. “Officers and directors know virtually everything that can be known about their business,” Oberweis writes. “They see sales trends, know the development pipeline […]

Oberweis: Small-Caps Attractive Even If Economy Slows

Newsletter guru Jim Oberweis says that an improving economy and the fact that this is an election year bode well for stocks in 2012 — and that many small-caps should do well regardless of what the economy does. “In January the unemployment rate dropped to a three-year low of 8.3%. Even housing is showing a […]

Oberweis: In Fearful Times, Look to Small-Caps

While investors often rush into larger blue-chip stocks and Treasury bonds when market fears are high, newsletter guru Jim Oberweis says that’s often the wrong move to make. “In my experience, some of the best gains on a rebound are seen in high-growth stocks that are usually too expensive to pass our valuation requirements,” Oberweis […]

Oberweis: China Fears Way Overblown

Newsletter guru Jim Oberweis says that investors have wildly overreacted to fears about China’s slowing growth. “International funds have relentlessly poured out of China as fears of slowing growth surfaced and margin calls increased the need to pull capital out of the country,” Oberweis tells Investor’s Business Daily. “China’s economy is slowing, but not to […]

How to Find Growth Stocks that Keep Growing

Newsletter guru Jim Oberweis has found some gems in upstart growth plays like and Green Mountain Coffee Roasters, and in a recent interview with Forbes he explained how he finds such top growth picks. “Our methodology is focused on the premise that investors tend to underestimate how long growth companies can continue their growth […]

Oberweis Sees Strong Tech Stock Wave

Newsletter guru Jim Oberweis says he’s finding a lot of attractive tech stocks in the market right now. Oberweis tells Forbes that tech stocks — which he says were selling at “absurdly low” valuations in 2008 — have appreciated over the past few years, but only in amounts that are in line with earnings gains. […]

Great and Expensive or Good and Cheap?

While stocks with great growth stories often attract investors’ attention, Jim Oberweis says companies that aren’t quite as attractive but have better stock valuations can be a better investment. “As much as I love businesses with seemingly bulletproof growth stories, it is the combination of business quality, growth opportunities and stock price that really matters […]

Oberweis Keys on Midwestern Niche Firms

Newsletter guru Jim Oberweis says he’s finding great value in small-cap, niche-type companies in some very unexciting places. “Niche businesses can pop up anywhere these days, and I’ve found many exceptional small-cap opportunities with phenomenal growth doing business in unexotic locales,” Oberweis writes in his latest Forbes column. “In fact, my four favorites hail from […]

Oberweis Looks to Software Firms

Newsletter guru Jim Oberweis says he’s finding value in software firms that have competitive “moats”. In his latest Forbes column, Oberweis says companies with extremely predictable earnings and a high growth rate command higher price/earnings ratios from investors. He uses three criteria to assess a company’s future earnings potential: Are revenues recurring? Does the company […]