Introduction: Most Mistakes Happen Too Early Investors in small caps often make mistakes before a position is ever taken. These mistakes take many forms, but most trace back to the absence of a repeatable, reliable system for filtering the universe of stocks into a manageable list of lower-risk candidates. This process is not about “finding winners.” [...]
Long-term penny stock investing is often misunderstood. Some investors hear “long-term” and assume it means buying a low-priced stock and holding it no matter what. Others dismiss the idea entirely, believing penny stocks are too risky for any patient approach. The Bowser approach sits between those extremes. Long-term success in small stocks does not come from [...]
January is not a predictor of the remainder of the year, but it often serves as a useful early reference point for evaluating small-cap fundamentals. The month can surface early signals and stress-test fundamentals as companies and investors adjust to new conditions. With January behind us, reviewing what it revealed can help clarify where investors should [...]
Most investors think of ratings as predictions. They look for a score that tells them whether a stock will go up or down. That is not how the Bowser Rating System was designed, and it is not how we use it today. The Bowser Rating System exists to increase the probability of success by focusing on [...]
As a new year unfolds, certain themes often begin to surface in small-cap stocks. While no single month determines outcomes, early themes can sometimes reveal which companies are strengthening their fundamentals beneath the surface before the market takes notice. Rather than focusing on individual stock picks or short-term predictions, this is a useful time to step [...]
Stop Orders in Penny Stock Investing: Using Selling Plans to Manage Risk Investors often spend significant time evaluating opportunities, building conviction and timing entries. Far fewer define what happens after a position is established. Without a clear selling plan, decisions tend to be made emotionally, usually at the worst possible moment. This is why risk management, [...]
Most penny stock investors spend far more time thinking about what to buy than how to manage positions once capital is deployed. That imbalance is one of the most common reasons small-cap investors struggle to compound results over time. A portfolio tracker is not about spreadsheets for their own sake. It is about decision discipline. In [...]
Introduction: Why Margins Mattered More Than Headlines in 2025 With small stocks especially, investors tend to focus on sales. While top-line growth matters, margin expansion in small-cap stocks is often a better indicator of long-term value creation. That dynamic was particularly evident in 2025. Our analysis showed that companies improving margins were able to fund growth [...]
Small cap stock performance in 2025 varied broadly. While markets closed the year near all-time highs, growth was anything but straightforward. Instead, the past twelve months tested investors’ resolve, rewarding discipline and punishing deviations from time-tested strategies. Numerous events drove this dispersion beneath the surface, from “Liberation Day” tariffs in April to global conflicts, heavy investment [...]
What the Interest Rate Cycle Is Telling Us About Small-Cap Stocks Heading Into 2026 Small-cap stocks have endured one of the most difficult environments in decades. Rising interest rates punished companies with thin margins, heavy leverage, or unstable cash flow, while rewarding a narrower group of disciplined operators. In the December issue of The Bowser Report, [...]
