Monday, March 4, 2024

Seven stocks to help you scratch a speculative itch

Good morning,

The market has been on fire since November 2023. The S&P 500 has been hitting new all-time highs. And the growth in the Nasdaq shows that investors still have an appetite for anything and everything with an AI story. 

And if you've been watching closely, you can see that there's even been some movement in small-cap stocks. This is important for two reasons. 

First, small-cap stocks tend to outperform large cap stocks at the beginning of a bull market. So, if the bulls are ready to run, this is a good sign. 

But more importantly, small-cap stocks are where many investors are likely to find the moonshots that fall into the speculative stocks category.  

Investors buy speculative stocks knowing they could lose most of, if not all, their investment. However, they also believe (or speculate) that these companies may produce life-changing returns to the upside.  

However, as speculative investors know, the greater the risk, the greater the reward.  

Many companies associated with these stocks have a business model with a perceived likelihood, but not a guarantee, of success. Some have poor fundamentals, including, in many cases, being unprofitable. And, as you would expect, many of these companies fly under the radar of analysts. 

Unsurprisingly, many speculative stocks are found in areas such as mining, biotechnology, and technology. And since 2009, you can add Bitcoin stocks and cryptocurrency to this list. To illustrate this point, 18 biotech companies declared bankruptcy in 2023

But again, the greater the risk, the greater the reward.  

Speculative stocks aren't for every portfolio. But if you have a speculative itch to scratch, and even if you're a buy-and-hold investor, we're highlighting seven speculative stocks that may be ready to deliver explosive gains in the coming years.  


View the 7 speculative stocks that could be worth the risk


The InsiderTrades.com Team


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Embarking on the journey of stock investing is akin to navigating a diverse landscape, each terrain offering different risks and rewards. Within this landscape, small-cap stocks represent a unique and often underexplored territory. These are the stocks of smaller companies, typically with a market capitalization of between $300 million to $2 billion. Investing in small-cap stocks is much like investing in startups or small businesses – it carries a higher risk but also the potential for significant growth.

Small-cap stocks are characterized by their potential for rapid growth. These companies are often in the early stages of development and can adapt quickly to market changes, innovate, and expand. Their size allows them to pivot and seize new opportunities more swiftly than larger, more established companies. However, this agility comes with heightened volatility. Small-cap stocks are more susceptible to market fluctuations, making them a riskier investment than large-cap or even mid-cap stocks.

The allure of small-cap stocks lies in their potential to become the market leaders of tomorrow. Today's industry giants were once small-cap companies themselves. Investing in these stocks offers the opportunity to be part of a company's growth story from an early stage. However, this requires thorough research and a keen eye for identifying companies with strong potential. Investors need to look at the company's management team, business model, competitive advantage, and financial health.

Diversifying within the small-cap space is crucial. Since these stocks can be volatile, it’s wise not to put all your eggs in one basket. Investing in a range of small-cap stocks across different industries can mitigate the risk. Additionally, considering the long-term potential rather than short-term gains is important. Small-cap stocks often require time to mature and realize their full potential.

One significant consideration is the impact of economic cycles on small-cap stocks. These stocks tend to perform well during periods of economic recovery and growth, as smaller companies benefit more proportionally from economic expansions. However, they are also more vulnerable during economic downturns. Their smaller size and often limited resources can make them less equipped to handle prolonged economic challenges.

Another factor is liquidity. Small-cap stocks are typically less liquid than large-cap stocks. This means there are fewer buyers and sellers at any given time, which can lead to wider bid-ask spreads and more significant price swings. This lack of liquidity can make it challenging to buy or sell large quantities of these stocks quickly without affecting their price.

In summary, investing in small-cap stocks is for the adventurous investor who is willing to tolerate higher volatility and risk in exchange for the potential of substantial growth. It requires diligent research, a focus on long-term potential, and a commitment to diversification. Like navigating a challenging but rewarding trail, investing in small-cap stocks demands patience, resilience, and a strategic approach. It's about identifying and believing in the potential of smaller companies to grow and become tomorrow's market leaders, all while managing the risks inherent in this dynamic segment of the stock market.


 
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