25 Small-Cap Stocks to Buy

by Jeff Reeves | July 23, 2014 1:18 pm

Investment bank Goldman Sachs (GS[1]) recently whipped out a list[2] of 25 small-cap stocks it likes right now, leaning heavily toward consumer plays and tech stocks.

According to the Wall Street Journal:

“Goldman strategist David Kostin identified 25 small-cap stocks (companies with market capitalizations of less than $4 billion) that could offer at least a 25% upside to the Goldman price target over the next 12 months.”

That’s a pretty tall order, especially considering some of these picks are actually deeply in the red year-to-date…

But if you’re interested in the stocks Goldman is watching, here’s the list:

• Agios Pharmaceuticals (AGIO[3]) — the healthcare stock is up 63% year-to-date in 2014.
• Axiall (AXLL[4]) — the materials stock is down 4% YTD.
• Boise Cascade (BCC[5]) — the materials stock is down 6% YTD.
• Cornerstone Ondemand (CSOD[6]) — the information technology stock is down 25% YTD.
• Darling Ingredients (DAR[7]) — the consumer staples stock is down 7% YTD.
• Granite Construction (GVA[8]) — the industrial stock is up 1% YTD.
• GT Advanced Technologies (GTAT[9]) — the information technology stock is up 19% YTD.
• Infinera (INFN[10]) — the information technology stock is up 29% YTD.
• Lumber Liquidators (LL[11]) — the consumer discretionary stock is down 45% YTD.
• Marketo (MKTO[12]) — the information technology stock is down 28% YTD.
• MGIC Investment (MTG[13]) — the financial stock is down 6% YTD.
• Nimble Storage (NMBL[14]) — the information technology stock is down 38% YTD.
• NPS Pharmaceuticals (NPSP[15]) — the healthcare stock is down 3% YTD.
• NuVasive (NUVA[16]) — the healthcare stock is up 5% YTD.
• Office Depot (ODP[17]) — the consumer discretionary stock is down 2% YTD.
• Polycom (PLCM[18]) — the information technology stock is up 13% YTD.
• Proofpoint (PFPT[19]) — the information technology stock is up 6% YTD.
• Qlik Technologies (QLIK[20]) — the information technology stock is down 16% YTD.
• Radian Group (RDN[21]) — the financial stock is flat YTD.
• RetailMeNot (SALE[22]) — the consumer discretionary stock is up 3% YTD.
• Ryland Group (RYL[23]) — the consumer discretionary stock is up 4% YTD.
• Steven Madden (SHOO[24]) — the consumer discretionary stock is down 1% YTD.
• Synageva BioPharma (GEVA[25]) — the healthcare stock is down 1% YTD.
• Universal Display (OLED[26]) — the information technology stock is up 1% YTD.
• Vitamin Shoppe (VSI[27]) — the consumer discretionary stock is flat YTD.

Jeff Reeves[28] is the editor of InvestorPlace.com and the author of The Frugal Investor’s Guide to Finding Great Stocks[29]. As of this writing, he did not hold a position in any of the aforementioned securities. Write him at editor@investorplace.com[30] or follow him on Twitter via @JeffReevesIP[31]. 

Source URL: https://investorplace.com/2014/07/25-small-cap-stocks-buy/

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