DAG Investments
Long only, value, growth, long-term horizon

Cott Corporation: Juicy Turnaround Story

As mentioned in my other recent small-cap articles here, here, and here; the Russell 2000 small-cap index recently broke out to new all-time highs. Expecting that scenario within the typical cycle, I've focused on small and mid-caps since early this year, even though a larger portion of my portfolio is large-caps. I'm continuing in that direction since I believe small and mid-cap outperformance will continue for a while. As detailed in my 'Gentlemen, Start Your Buy Lists (Ladies Too)' article, "speculatives" are expected to be the next area of opportunity. To be crystal clear, when I talk about speculatives, I am not talking about "penny stocks." I don't do windows and I don't do...

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