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MarketFoolery

Small Cap Investing

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 9 April 2015

⏱️ 24 minutes

🧾️ Download transcript

Summary

As the co-advisor of Motley Fool Hidden Gems, Seth Jayson spends his time looking for investing opportunities in small cap stocks. In this episode analyzes the state of today’s stock market and shares why he doesn’t go looking for small caps specifically as take-out candidates. He also shares his thoughts on Lumber Liquidators, Winnebago Industries, and more. If you’re interested in small cap investing and would like to test the Hidden Gems service, simply go to http://smallcap.fool.com

Transcript

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0:00.0

It's Thursday, April 9th.

0:03.0

Welcome to Market Foolery.

0:04.0

I'm Chris Hill joining me in studio today

0:06.0

from Motley Fool Hidden Gems, Seth Jason.

0:09.0

Good to see you.

0:10.0

Back from the graveyard.

0:11.0

Back from the graveyard.

0:12.0

And I look like it. That's the

0:14.0

That's the beauty of doing an audio podcast.

0:17.0

Although I will warn our dozens of listeners.

0:19.6

I went to, and this is something you'll be familiar with, given what your father does for a living. I went to and this is something you'll be familiar with given what your father does for a living.

0:24.3

I went to the dentist this morning. The Nova cane is almost completely worn off but if at some point I

0:29.1

slur a little bit. I'd rather see the drooling. Now I wish we had video even though people would see my hair.

0:35.0

There is no drilling. The drooling is under control.

0:40.0

Let's talk first and foremost about the market right now is as earning season kicks off and seemingly every week or so we're hitting

0:49.5

New all-time highs you are someone you work on Motley Full Hidden Gems you're one of

0:53.9

the advisors there you have we been hitting all-time highs because I look at the small

0:57.9

caps at hidden gems and they're just all over the place well you you lead right into

1:01.8

my first question which is you, the small cap investing that you do, not so great over the last 15 months or so.

1:09.4

Yeah, the, in general.

1:10.6

Yeah, the small cap index has bounced around.

1:13.2

It's certainly not forging ahead sort of with this ratchet action that the S&P 500 and the

...

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