In Each Issue
Each monthly issue of the SmallCap Informer is loaded with information aimed at helping you make smarter investing decisions about the small company stocks in your portfolio. From helping you gain perspective on the broader economic outlook, to identifying new stocks to consider, SCI will inform you each month.
Founder and Editor-in-Chief Doug Gerlach provides educational insights and acute market observations in each issue. With more than 30 years of experience helping individual investors to navigate bull and bear market cycles, Doug can offer context that cuts through the typical Wall Street noise.
Sale Of Stocks
When situations warrant, stocks will be recommended for sale. Sell recommendations will be noted in this section, along with a brief rationale for the action. Companies recommended for sale are discontinued from the service, and are no longer covered in SCI
News of Companies
In the interest of keeping subscribers informed about stocks followed by SCI
, News of Companies is intended to report pertinent information that reflects how the companies are doing, as well as what may affect the stocks’ performance. The most obvious newsworthy item is the quarterly earnings report for each company covered by the newsletter. Percentage changes in sales, pre-tax profits and earnings per share are important figures to the investor. We comment on other financial and business developments as appropriate.
The one or two stocks recommended each month are selected and analyzed using the Stock Selection Guide (SSG) developed by national investor education organization NAIC/BetterInvesting (www.betterinvesting.org
The write-up that accompanies each stock study gives the reader a good perspective on what the company does as a business and how well it is managed. This offers some insights into the elements of judgment used in preparing the study.
The SmallCap Informer
is designed to help its subscribers learn more about investing. At the conclusion of each write-up, investor contact information is provided including the address, telephone number, and website address of the company so that you are able to contact it for annual and quarterly reports or to do your own research on the Internet. The investment time horizon of our recommendations is five years (or more). If a stock meets our target of at least doubling in price in five years, the compound annual rate of return is 14.9% plus dividend income. It takes time for value to work out, hence the expectation to hold on for the longer term. We suggest patience to allow value to develop as outlined in our recommendation.
We tend to be contrarian at times. We try not to get caught up in what may be the latest investment fad. Frequently, we will recommend stocks not on the Wall Street institutional investors’ dance cards but which are likely to work out profitably over a five-year time frame.
Stock Data Table
Every issue of the newsletters includes an updated summary of the key information for each covered stock. See the definitions of the fields on this report here