Bull Sessions (10/25/2022)

Ed Harris, We’ve Never Needed You More. The clock is running out and our band of rabbits is trailing the Wilshire 5000 since last Halloween. It’s clearly Putin’s fault but we’re holding out hope that an All Saint’s miracle is still possible. Moving on ... our Hoover's Handbook of Emerging Companies (2019) is here and I may not sleep tonight.

Mark Robertson and Ken Kavula hosted a Bull Sessions webinar focused on small company investing and portfolio performance analysis. The session opened with a discussion of their Best Small Companies portfolio performance, which is currently trailing its benchmark by approximately $200 on an original $2,000 investment. Robertson and Kavula provided educational context on market valuations using Value Line data, explaining what constitutes a "normal" market range through statistical analysis of historical price movements and forecast variability. They discussed how analyst forecasts have become increasingly scattered following major market events, particularly the pandemic, and noted that current market conditions present opportunities with more stocks entering the buy zone on the stock selection guide. The speakers announced an upcoming special evening bull session to feature their best small company selections for 2023.