Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor.
The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street.
Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Capital Southwest Corp (CSWC) reported Q1 2026 earnings, slightly beating revenue and EPS estimates. Revenue hit $55.95M vs. $55.7M expected, with EPS at $0.59. Shares remained steady despite the beat. The firm maintains a strong portfolio with 99% first-lien debt and 11.8% yield. Monthly dividends start July 2025.
In today's unpredictable market, investors seeking high yields need to balance risk and reward carefully. With rising volatility, inflation concerns, and fluctuating interest rates, a well-diversified portfolio is crucial to sustaining durable income.
Retirement should be a time of financial peace, not stress; yet, for many soon-to-be retirees, the transition from wealth accumulation to income generation can be challenging.
