Allana's Avatar
published in Blogs
Aug 30, 2020

Pro: Small-Cap Stocks Are On Fire, But Don't Hold For The Long Term

Small-cap stocks are off to their best start since 1987, with the iShares Russell 2000 Index IWM 1.04% up already 8 percent in 2019, said CNBC "Trading Nation" host Mike Santoli. Does this mean investors should be adding exposure to the small-cap group? These two pros debate.

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Related Ticker: IWM

IWM saw its Stochastic Oscillator recovers from the overbought zone

The Stochastic Oscillator for IWM moved out of overbought territory on May 24, 2023. This could be a bearish sign for the stock and investors may want to consider selling or taking a defensive position. A.I.dvisor looked at 62 similar instances where the indicator exited the overbought zone. In of the 62 cases the stock moved lower. This puts the odds of a downward move at .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 50-day moving average for IWM moved below the 200-day moving average on April 26, 2023. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where IWM declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

The Aroon Indicator for IWM entered a downward trend on May 09, 2023. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on May 16, 2023. You may want to consider a long position or call options on IWM as a result. In of 85 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for IWM just turned positive on May 10, 2023. Looking at past instances where IWM's MACD turned positive, the stock continued to rise in of 50 cases over the following month. The odds of a continued upward trend are .

IWM moved above its 50-day moving average on May 26, 2023 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for IWM crossed bullishly above the 50-day moving average on May 22, 2023. This indicates that the trend has shifted higher and could be considered a buy signal. In of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where IWM advanced for three days, in of 336 cases, the price rose further within the following month. The odds of a continued upward trend are .

IWM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Fundamental Analysis (Ratings)

Fear & Greed

Notable companies

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD), Intra-Cellular Therapies (NASDAQ:ITCI), Valaris Limited (NYSE:VAL), Livent Corp (NYSE:LTHM), Goodyear Tire & Rubber Company (The) (NASDAQ:GT), StoneCo Ltd (NASDAQ:STNE), KB Home (NYSE:KBH), Arrowhead Pharmaceuticals (NASDAQ:ARWR), Synaptics (NASDAQ:SYNA), Hecla Mining Company (NYSE:HL).

Industry description

The investment seeks to track the investment results of the Russell 2000® Index, which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Market Cap

The average market capitalization across the iShares Russell 2000 ETF ETF is 1.38B. The market cap for tickers in the group ranges from 5.27M to 11.5B. SMCI holds the highest valuation in this group at 11.5B. The lowest valued company is OCTO at 5.27M.

High and low price notable news

The average weekly price growth across all stocks in the iShares Russell 2000 ETF ETF was 0%. For the same ETF, the average monthly price growth was 3%, and the average quarterly price growth was -4%. RGTI experienced the highest price growth at 111%, while GCO experienced the biggest fall at -36%.

Volume

The average weekly volume growth across all stocks in the iShares Russell 2000 ETF ETF was -5%. For the same stocks of the ETF, the average monthly volume growth was 1% and the average quarterly volume growth was 137%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 65
Price Growth Rating: 60
SMR Rating: 71
Profit Risk Rating: 82
Seasonality Score: 22 (-100 ... +100)
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