3 Small Caps With Big Upside

3 Small Caps With Big Upside

Small Cap Stocks With Growth Potential

Show notes

Today, Kate’s guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally.

-Amyris is in the synthetic biology space. -How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies -Its consumer products are based upon a molecule called hemisqualene -Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years -What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease -The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages -Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors -WANdisco owns the algorithm that allows live data migration to the cloud -This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba. -In May, WANdisco announced the largest contract in the history of the company. The stock began a big move. -Why Randy says consensus estimates for WANdisco revenue is too low -Why Randy believes being listed in the U.K. has impeded WANdisco’s ability to grow

Stocks mentioned in this episode:

Amyris (NASDAQ: AMRS) Renalytix (NASDAQ: RNLX) WANdisco (OTCMKTS:WANSF)

The video Randy refers to, to learn more about Amyris’ plant in Brazil:

https://www.youtube.com/watch?v=6PwR8hxR3QA

How to learn more about Randy and Pinnacle:

https://www.pinnacle-associates.com/media-center

Links mentioned in this episode: https://www.marketbeat.com


This podcast is hosted by ZenCast.fm

Hosts

Kate Stalter

Kate Stalter

Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. As an investment advisor and financial planner, Kate personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies.

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Guests

Randy Baron

Randy Baron

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