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6 Small Cap Stocks at a Good Price With Consistently Rising Profits
live (public) 0.02% August 21
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.
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| asset1 | ANDE (The Andersons Inc) | 0.77% | The Andersons Inc | 7.41% |
| asset1 | APU (AmeriGas Partners L.P) | 2.28% | AmeriGas Partners L.P | 9.23% |
| asset1 | echo (Echo Global Logistics Inc) | Echo Global Logistics Inc | 11.28% | |
| asset1 | NFLX (Netflix Inc) | 0.39% | Netflix Inc | 37.96% |
| asset1 | PAG (Penske Automotive Group Inc) | 0.23% | Penske Automotive Group Inc | 20.70% |
| CASH | CASH (CASH) | 0.0% | CASH | 13.42% |
* Day change on 08/21/2019.
Previous
Since 11/16/2009
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 6 Small Cap Stocks at a Good Price With Consistently Rising Profits | 5.5% | -20.1% | 5.7% | -6.8% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 9.2% | 27.2% | 9.1% | 13.9% | 12.6% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.4% | 15.7% | 3.2% | 8.0% | 7.8% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/16/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -20.1 | 5.7 | -6.8 | NA | 8.4 | 5.5 | -4.7 | 4.1 | 21.1 | -37.2 | -5.6 | 98.0 | 18.2 | -15.4 | 49.0 | -0.6 |
| Sharpe Ratio | NA | -0.94 | 0.25 | -0.22 | NA | 0.27 | 0.22 | -0.27 | 0.28 | 1.12 | -0.58 | -0.25 | 4.74 | 0.89 | -0.46 | 1.99 | -0.04 |
| Draw Down(%) | NA | 32.1 | 33.5 | 58.8 | NA | 58.8 | 16.9 | 33.5 | 14.5 | 10.5 | 54.5 | 17.8 | 8.3 | 19.6 | 42.5 | 11.9 | 3.0 |
| Standard Deviation(%) | NA | 22.9 | 18.3 | 33.5 | NA | 29.6 | 20.6 | 22.4 | 12.6 | 18.7 | 64.5 | 22.5 | 20.7 | 20.4 | 33.3 | 24.6 | 15.7 |
| Treynor Ratio | NA | -0.2 | 0.05 | -0.07 | NA | 0.08 | 0.04 | -0.06 | 0.03 | 0.2 | -0.4 | -0.05 | 0.99 | 0.19 | -0.15 | 0.56 | -0.01 |
| Alpha | NA | -0.09 | -0.01 | -0.04 | NA | 0.0 | -0.06 | 0.01 | -0.07 | 0.04 | -0.12 | -0.06 | 0.18 | 0.02 | -0.06 | 0.12 | -0.03 |
| Beta | NA | 1.08 | 1.03 | 1.01 | NA | 0.99 | 1.04 | 1.02 | 1.23 | 1.03 | 0.93 | 1.08 | 0.99 | 0.95 | 1.04 | 0.87 | 0.84 |
| RSquared | NA | 0.59 | 0.52 | 0.23 | NA | 0.31 | 0.47 | 0.6 | 0.43 | 0.51 | 0.08 | 0.3 | 0.28 | 0.35 | 0.53 | 0.4 | 0.39 |
| Sortino Ratio | NA | -1.24 | 0.36 | -0.24 | NA | 0.32 | 0.31 | -0.36 | 0.4 | 1.58 | -0.6 | -0.32 | 8.54 | 1.29 | -0.6 | 3.09 | -0.06 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2009
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