Doug Called the Small-Cap November Surge
Posted by: Doug Gerlach 11/21/2023 12:00:00 AM

It's not too late to benefit from the small-caps covered in the SmallCap Informer.

In the November 2023 issue of the SmallCap Informer stock newsletter released on October 29, 2023, editor-in-chief Doug Gerlach wrote for subscribers:

"Ongoing strength in the U.S. economy makes a small-cap turnaround much more likely. However, the bull case for a small company upturn hinges on the perception that the economy is strong, along with investors finally coming around to the fact that economic indicators do indeed show progress being made.

"Investor reticence means that a  focus on individual stock selection is even more important, but the benefit will be substantial once the quantifiable absolute strengths of the economy convince the bears that the downside risks are limited, and the stocks of well-run small businesses will finally turn in performances for which investors have been waiting. But do not wait too long—being late to this party may mean that investor will miss out on the largest gains that the recovery will bring."

You might have read this commentary republished on our SCI blog on November 8, 2023, or on our Reflections email list that was sent on that same date.

Turns out that Doug's call was right on the money. On November 14, 2023, reports about the weakening pace of inflation and strengthening economy in October indeed caused a small-cap rally, with the S&P SmallCap 600 index rising 5.4% for the day. From October 30 through November 20, 2023, the S&P SmallCap 600 index is up more than 10.0%.

As of November 20, 2023, the companies covered in the SmallCap Informer have benefited from the small-cap rally, with 41 of 48 companies posting gains in the three weeks since the last issue was published, ranging from a modest 0.2% to a whopping 27.4%.

Doug and his team are hard at work wrapping up the December 2023 issue right now, and if you subscribe today you can benefit from their research into the best small company opportunities available.

There are still well-managed businesses selling at exceptionally-reasonable prices -- if you know where to find them. But you can't benefit from the SmallCap Informer's stock picks and research unless you subscribe.


Subscribers can read Doug's complete commentary and in-depth profile of our recommended small company stock in the November 2023 issue of the SmallCap Informer stock newsletter. Not a subscriber? Subscribe to the SmallCap Informer and get monthly small company stock recommendations and updated buy/sell prices for each of the 49 high-quality small company stocks currently covered in the newsletter.