Lunch with the Analyst - Tyler Laundon
In this Lunch with the Analyst webinar, Cabot Small-Cap Confidential Chief Analyst Tyler Laundon offers his take on the state of the current market, with particular focus on small cap stocks. At the end of the presentation, Tyler takes questions from webinar participants.
The webinar was recorded on January 19, 2016.
Tyler starts out by going over recent small cap performance and putting that in context of performance over the last 20 year, 10 year and 1 year periods. He breaks small caps down by sector, and presents a data-driven case for why small caps should be nearing a bottom. The same data serves as a foundation for his 2016 small cap forecast. Tyler then delves into two rapid growth sectors that should be on every investors' radar right now. He also reviews dozens of stocks, including a few of his favorites that he thinks are attractive right now, and wraps things up by fielding questions about stocks from the audience.
Stocks featured in this webinar include MSFT, ADBE, CRM, CSOD, TXTR, TYL, ULTI, MANH, REIS, VEEV, HUBS, ARIS, GSB, FB, GOOGL, CMCSA, DIS, AMD, INTC, SNE, ESLT, KOPN, HIMX, OLED, VUZI, AMBA, GPRO and NFLX.