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6 Small Cap Stocks at a Good Price With Consistently Rising Profits
0.02%August 21 | MyPlanIQ portfolio symbol P_37808

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


We continue to look for investment ideas and this is a third review of selections derived fromNeil Hennessy, Portfolio Manager and Chief Investment Officer of The Hennessy Mutual Funds. In this case, we are looking at companies with consistently growing profits and a price to sales ratio below 1.5. Rebecca Lipman of Kapitall.com took this and applied a filter to find six small cap stocks ($300M-$2B) that met this requirement.

I would prefer to find larger companies than this but it is likely that finding a company with growing profits and not at a large premium can only be done lower down the "cap chain."

  • The Andersons, Inc. (ANDE): Engages in the agriculture and transportation businesses in the United States
  • AmeriGas Partners LP (APU): Operates as a retail and wholesale distributor of propane gas in the United States.
  • Echo Global Logistics, Inc. (ECHO): Provides technology enabled transportation and supply chain management services in the United States.
  • Netflix, Inc. (NFLX): Provides subscription based Internet services for TV shows and movies in the United States and internationally.
  • Penske Automotive Group, Inc. (PAG): Operates as an automotive retailer in the United States, Puerto Rico, the United Kingdom, and Germany.
  • rue21, Inc. (RUE): Operates as a specialty apparel retailer in the United States. 

Four of the selection only serve the US market. Today that may not be a bad thing but I would like to see more exposure to emerging markets. Netflix has been all over the news with their rise and fall and....? It is a relatively diverse set of equities and it will be interesting to see how they compare with our dividend bearing ETF benchmark portfolio.

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Asset Allocation


Symbol Category/Sector Target Weight
ANDE
The Andersons, Inc. 		EQUITY 16.67%
APU
AmeriGas Partners L.P 		EQUITY 16.67%
ECHO
Echo Global Logistics Inc 		EQUITY 16.67%
NFLX
Netflix, Inc. 		EQUITY 16.67%
PAG
Penske Automotive Group, Inc. 		EQUITY 16.67%
RUE
rue21 inc. 		EQUITY 16.67%


Historical Performance


6 Small Cap Stocks at a Good Price With Consistently Rising Profits Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
6 Small Cap Stocks at a Good Price With Consistently Rising Profits NA -20.05% 5.76% -6.81% NA NA NA 9.15%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 4.10% 12.32% 10.07% 13.21% 8.87% 5.81% 13.74%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 2.73% 6.34% 4.77% 7.40% 5.97% 5.27% 7.47%
Data as of 08/21/2019, AR inception is 11/16/2009

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6 Small Cap Stocks at a Good Price With Consistently Rising Profits Historical Return Chart


Calculators


Dollar Cost Average Calculator for 6 Small Cap Stocks at a Good Price With Consistently Rising Profits

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Retirement Spending Calculator for 6 Small Cap Stocks at a Good Price With Consistently Rising Profits

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Rolling Returns


From 11/16/2009 to 08/21/2019, the worst annualized return of 3-year rolling returns for 6 Small Cap Stocks at a Good Price With Consistently Rising Profits is -15.7%.
From 11/16/2009 to 08/21/2019, the worst annualized return of 5-year rolling returns for 6 Small Cap Stocks at a Good Price With Consistently Rising Profits is -6.57%.

Maximum Drawdown

6 Small Cap Stocks at a Good Price With Consistently Rising Profits Maximum Drawdown