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The Contrarian Edge: 2 Things Soaring Small Caps Have in Common
Schaeffers Investment Research· 2025-09-23 16:03
Subscribers to Chart of the Week received this commentary on Sunday, September 21. Most of the small cap ink went to the Russell 2000 Index’s (RUT) new record high this week. All the holdings underneath were lumped together, painted with a broader brush as ‘higher’ on rate-cut momentum. The team always gets the credit for a win, but let’s talk about the star players. Up first, a shoutout to Top 2025 pick Bloom Energy Corp (NYSE:BE), the second-highest holding for the small cap iShares Russell 2000 ETF (IWM) ...
BWX Technologies: Robust Q2 And Upgraded Outlook Reinforce Buy Thesis
Seeking Alpha· 2025-09-14 08:45
The key argument in favor of the "buy" rating is the company's unique position in the defense segment (one of the largest suppliers of reactors to the U.S. Navy) combined with the accelerated growth of commercial business (maintenanceHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind ...