The Small Cap Value Report

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Small Cap Value Report (Wed 28 Jun 2017) - FRP, CRL, CRAW

Good morning, it's Paul here!

Market overview

It seems to me that the froth is coming off things. We've had a roaring bull market, with lots of speculative stocks zooming up. It's all felt rather euphoric, and it's been ridiculously easy to make money in growth stocks, in the last couple of years.

Conditions like that don't last forever. The skill is not in making money during the euphoric phase of a bull market - that's the easy bit. In fact, it's often the most reckless people who make the most money in bull markets - total junk can easily…

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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