Seeking Alpha

Goldman's picks in small caps

  • Cautious overall on small caps (NYSEARCA:IWM) due to valuation concerns, Goldman's David Kostin nevertheless has a list of 25 names with market caps less than $4B which could offer at least 25% upside to his firm's price target over the next year.
  • The list skews towards Consumer Discretionary - Lumber Lidquidators (LL +2.1%), Office Depot (ODP -2.4%), RetailMeNot (SALE -26.1%), Ryland (RYL +0.5%), Steven Madden (SHOO +2.7%), Vitamin Shoppe (VSI -8.2%) - and Tech - Universal Display (OLED -0.2%), Qlik Technologies (QLIK -1.6%), Proofpoint (PFPT -1.5%), Polycom (PLCM +0.2%), Nimble Storage (NMBL -0.3%), Marketo (MKTO +1.1%), Infinera (INFN +1.1%), Cornerstone Ondemand (CSOD -0.9%), GT Advanced Technology (GTAT +5.7%).
  • Also included are Health Care names: Agios Pharmaceuticals (AGIO -1.1%), NPS Pharma (NPSP +0.7%), NuVasive (NUVA -1.8%), Synageva (GEVA -1.6%); Consumer Staples: Darling Ingredients (DAR -0.8%); Materials: Axiall (AXLL -1%), Boise Cascade (BCC -0.9%); Industrials: Granite Construction (GVA +0.7%), Financials: MGIC Investment (MTG +1.2%), Radian (RDN +1.7%).
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Comments (4)
  • chicagomary
    , contributor
    Comments (219) | Send Message
     
    interesting that as of noon CST,the small cap index is the ONLY one UP
    5 Aug 2014, 12:53 PM Reply Like
  • seanthome
    , contributor
    Comments (85) | Send Message
     
    The original article for the WSJ is already a few weeks old. So SA is kinda late in reporting this. And I'm thinking the adviser at GS may want to reconsider his Retail Me Not recommendation.
    5 Aug 2014, 01:12 PM Reply Like
  • Jayadams22
    , contributor
    Comments (37) | Send Message
     
    Yeah seriously, thanks for the SALE recommendation. I just got hosed.
    5 Aug 2014, 04:03 PM Reply Like
  • Hardog
    , contributor
    Comments (14784) | Send Message
     
    Glad DK came up w/ a bunch of names, though they are all down .
    5 Aug 2014, 09:15 PM Reply Like
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