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At this stage in the economic recovery and bull market, "this is the stage where small caps...

At this stage in the economic recovery and bull market, "this is the stage where small caps start to take off," so fund manager Robert Natale says investors should focus on small-cap growth stocks such as American Capital Strategies (ACAS), Jamba Juice (JMBA), Morton's Restaurants (MRT) and Incyte (INCY).
Comments (6)
  • mattyw
    , contributor
    Comments (125) | Send Message
     
    I think there's still a good 20-30% upside in the next year or two in large caps as well. But after Obama is re-elected, watch it all come crashing down to multi-year lows in 2013.
    20 Apr 2011, 03:35 PM Reply Like
  • Tom Au, CFA
    , contributor
    Comments (6775) | Send Message
     
    "this is the stage where small caps start to take off,"

     

    This might be true in a normal recovery. But this recovery has been anything but normal.

     

    And yes, mattyw, 2013, the first year after an election is the most dangerous one.

     

    But "2009" also started a year early.
    20 Apr 2011, 03:45 PM Reply Like
  • Ricard
    , contributor
    Comments (3829) | Send Message
     
    How would you characterize this recovery then? Would you at least agree that nominally it has room to run?
    21 Apr 2011, 08:28 PM Reply Like
  • Tom Au, CFA
    , contributor
    Comments (6775) | Send Message
     
    Yes, nominally. But just barely.
    21 Apr 2011, 09:29 PM Reply Like
  • mattyw
    , contributor
    Comments (125) | Send Message
     
    Good point
    20 Apr 2011, 04:30 PM Reply Like
  • deercreekvols
    , contributor
    Comments (5151) | Send Message
     
    I am long jmba was pleased to read what Mr. Natale had to say about it...then I read the above comments and would like to thank you for raining on my jmba parade!
    I wish I could disagree, but I will stick with nominal take-off, barely.
    17 Aug 2011, 06:46 PM Reply Like
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