Episode Synopsis "Small Cap Bootcamp™ - Meddling in Metals "

The small-cap basic materials sector, although few in number of publicly traded companies, has exhibited solid historical performance and is well-positioned to participate in both the growing global economy and benefit from use in necessary technological advances. Bottom-up analysis will be necessary given the cyclicality of many materials companies, as well as due to the tendency of high-demand materials industries to quickly be overcapitalized which can rapidly reduce margins and returns to investors. However, compelling investment opportunities in niche companies with seasoned management teams, stable margin profiles, and appropriate capital structures can be identified amongst small-cap metallic and non-metallic materials companies.  

Listen "Small Cap Bootcamp™ - Meddling in Metals "

More episodes of the podcast The North Star InvestCast

• Small Cap Bootcamp™- Real Returns in Real Estate
• Small Cap Bootcamp™- Simplifying the Healthcare Maze
• Small Cap Bootcamp™ - Meddling in Metals
• Small Cap Bootcamp™ - Utilities, Energy and Inflation
• Small Cap Bootcamp™ - Industrials Sector
• Small Cap Bootcamp™ - Consumer Discretionary Sector
• Small Cap Bootcamp™ - Financial Sector