Reported 6 months ago
Villere & Co Partner and Portfolio Manager Sandy Villere highlights that small-cap stocks are under-owned at 4% of the market and are currently trading at a 20% discount compared to the S&P 500, making them an attractive investment. He mentions Ligand Pharmaceuticals and Caesars as small-cap stocks with growth potential, and emphasizes that regional banks are particularly worth watching. Villere sees rate cut hopes as catalysts for the small-cap sector, contrasting their potential against heavily traded stocks like Microsoft and Apple, which are driving index funds.
Source: YAHOO