July 25

Framing the Debate Part 3

Can a trade deficit that amounts to 3.2% of gross domestic product cause wage growth to stagnate for 80% of the working population? We are not labor economists, but we find that conclusion to be highly dubious. When machines replace workers by making workers more productive, we do not decide to get rid of the.

July 20

Second Quarter Update – 2018

The investment results in our portfolios outperformed market indices in the second quarter and for the first six months of the year. During the quarter, our performance benefited from the strong performance of smaller capitalization stocks as compared to larger capitalization stocks.

July 16

Framing the Trade Debate – Part 2

Manufacturing in the United States: In part 1, we looked at trade conceptually and concluded that it is beneficial, but also attempted to explain why some today take the opposite view. In this section, we will more closely examine manufacturing employment in the United States.

July 5

Framing the Trade Debate – Part 1

Given the current discussions around trade, we decided to write a piece on our view of the matter. It ended up being longer than planned, so we divided it into sections. This section will discuss trade conceptually, which paints trade in a positive light, and attempt to explain why some view trade negatively today. If.

June 20

Small Can Be Beautiful When It Comes To Stocks: Part Two

In August last year we wrote a piece about small cap stocks which pointed out why investors should care about them. This year, small cap stocks are outperforming large cap stocks, which prompted us to revisit our piece. Year-to-date, the Russell 2000 Index, a small cap index, is up about 10% while the S&P 500,.

May 17

Fast Growing US Exploration and Production Stock

Small cap energy has not been a profitable sector for quite a while but that appears to be changing. The benchmark price of a barrel of West Texas Intermediate (WTI) crude oil today is around $70, which is 170% higher than its low of $26 in February 2016. A currently favorable outlook for the price.

April 26

First Quarter Update – 2018

The first quarter of 2018 was a very good start to the year for your account with Shaker Investments. We are proud to report that, despite negative market (Russell 3000 Index) returns, results for your account were positive.

April 23

Earnings Are Good But Does Anybody Care?

The first earnings season of 2018 is underway. More than anything we do, we pay close attention to corporate earnings reports to inform our investment decisions. So far first quarter earnings are shaping up nicely but investors are not responding favorably.

March 23

This company has a long runway for growth!

Sprouts Farmers Market (SFM) is a small cap stock with a long runway for growth. Headquartered in Phoenix, Arizona, the company operates a chain of 289 small-format grocery stores in 15 states, predominantly in the southwest United States, but its footprint is expanding. Although the grocery business is highly competitive and industry conditions are challenging,.

February 15

Don’t Panic!

As you might have noticed the beginning of February has not been a friendly time for investors. The S&P 500 and NASDAQ are down month-to-date. However, we do not feel it makes sense to panic..