Singular Research Portfolio Update for November 20, 2020



Portfolio Update Week of November 20

  • The great rotation gathers steam!
  • Since our call in early September, small caps (measured by the small cap ETF IWM) have outperformed the QQQ by nearly 19%.
  • The market has all but accepted the presidential election as a Biden win as a fate complete. Barring a hail Mary in the Courts, the response has been bullish.
  • Small caps have been behaving like they want to make up the last cycle's significant underperformance in the next month.
  • Our long-term leaders in our model portfolio have been Roku (ROKU), initiated at $40 now $276 +580%, Acme United (ACU) +309%, GoodNatured Products (GDNP.V) +250%, and Magnite (MGNI) +160%. Our worst call was to short Zoom (ZM) -150% this year.
  • Our new initiations have been strong this month led by EBIX (EBIX) +25% and Entravision Communications (EVC) +15%.
  • Please join us for our 15th annual Best of the Uncovered Webinar on December 10th at 6:00 a.m. PST where we will feature our top growth and value small cap ideas selected for continued outperformance in this great rotation.

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Buys and Buys Long-Term Weekly Digest

buys and buys long term weekly digest nov 2020



Singular Staff

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