Opus Capital Management’s review of the U.S. small caps for the month of February 2018. Check out our H2 hedge fund letters here. Key Points After its strongest start to a year since 1989, the market quickly reversed in February, […]
Author: OpusCapital
Continuing another theme from 2017, Growth outperformed Value in the Small Cap Arena
Given the significant uptick in volatility since the close of January, this may seem like old news. However, consistent as we are, I wanted to share with you our January review of U.S. Small Caps. Below are some highlights. Picking […]
U.S. Small Cap Review – High PE & No PE Outperform Low PE And More Stat
Key Points Small caps continued their momentum from 2016, rallying 14.7% in 2017, hitting new highs along the way. Although ending the year on a sour note, as December posted a -0.4% return, the quarter finished positive, bolstered by President […]
Review Of U.S. Small Caps – November 2017
Key Points As Washington moved closer to a tax bill, U.S. small caps regained their footing in November, hitting new highs along the way. With this, it’s surprising that U.S. large caps led the charge this month, as small caps […]
RCI Hospitality Holdings Inc – What If I Told You…
RCI Hospitality Holdings Inc. is also transforming itself to appeal to mainstream investors. OVERVIEW Fans of ESPN’s acclaimed documentary series, “30 for 30”, will recognize the title of this article as the tagline for the series. The series’ most recent […]
U.S. Small Cap Review – October 2017
Review of the U.S. Small Cap market for the month October 2017. Key Points The market slowed in October, climbed to new record highs across the market cap spectrum. After the speculative rally in September, led by non-earners and the […]
If I Did It: What Collectors Universe Could Learn From O.J. Simpson.
O.J. Simpson’s parole hearing stole headlines from much bigger news stories over the last few weeks. While not yet a free man, he is scheduled to be released soon. What many had forgotten was that his nearly nine-year prison term […]
Collectors Universe, Inc. (CLCT) – The Juice Is Loose (Almost)
According to the company’s description “We provide authentication and grading services to dealers and collectors of coins, trading cards, event tickets, autographs and historical and sports memorabilia (“collectibles”). We believe that our authentication and grading services add value to these […]
Review Of U.S. Small Caps – April 2017
Key Takeaways U.S. small caps continued to press forward in April as every month thus far in 2017 has yielded a positive return. Small caps returned 1.1% during the period, in line with U.S. large caps for the second straight […]
Mexican Airports? Surely You Can’t Be Serious. I Am, And Don’t Call Me Shirley!
The blockbuster hit Airplane! was released over thirty-seven years ago. Thankfully for our investors, as we navigate through turbulent markets we are not like Ted Striker, a rogue pilot with a drinking problem. In keeping with our approach of exploring […]
