News & Commentary

4th Quarter 2022 Newsletter

4th Quarter 2022 Newsletter

Dear Clients, For many investors, 2022 was a year to forget. The Russell 2000…

Interest Rates Increase 3x

Interest Rates Increase 3x

It’s truly ironic that the stock market is very likely higher now than it…

Tracking Global Reopening from Airplane Boneyards

Tracking Global Reopening from Airplane Boneyards

Visit to Mojave Air and Space Port and Victorville Airport in the high desert…

Pie in the Sky Stock Market Valuations

Pie in the Sky Stock Market Valuations

The more investors are obsessed with pie in the sky, the more they ignore…

Tracking Global Maritime Traffic

Tracking Global Maritime Traffic

This is a global image of all maritime traffic on the first morning of…

Stock Buybacks Continue to Exceed Dividends

Stock Buybacks Continue to Exceed Dividends

This is a chart of dividends vs. buybacks for S&P 500 in the last…

Coronavirus Update

Coronavirus Update

Coronavirus Disease (aka “SARS-CoV-2”, “COVID-19”) How is First Wilshire Prepared as an Organization? The…

Small Cap Growth P/Es Relative to Value

Small Cap Growth P/Es Relative to Value

Despite all the economic uncertainties, dizzying headlines, and volatilities, the stock market has held…

Teaching the Next Generation

Teaching the Next Generation

First Wilshire has a long history of training interns, several of which later became…

Cybersecurity: Protecting Your Identity, Data and Assets

Cybersecurity: Protecting Your Identity, Data and Assets

The First Wilshire Team takes extra steps to ensure our clients data is secure…

How Socially Conscious are ESG Funds?

How Socially Conscious are ESG Funds?

The concept of socially conscious investing, known as ESG (for Environmental, Social, and Governance…

High Valuations and High Compensation in the Russell 2000

High Valuations and High Compensation in the Russell 2000

The top 10 Russell 2000 companies had a combined market capitalization of $66.1 billion,…

2019 Stock Market Forecast: First Wilshire’s Scott Hood talks to Investor’s Business Daily

2019 Stock Market Forecast: First Wilshire’s Scott Hood talks to Investor’s Business Daily

First Wilshire CEO Scott Hood is featured in Investor’s Business Daily’s ‘Stock Market Forecast…

First Wilshire’s Bill Caton speaks with The Wall Street Transcript

First Wilshire’s Bill Caton speaks with The Wall Street Transcript

Bill Caton, CFA, Research Analyst and Senior Trader at First Wilshire spoke with The…

First Wilshire’s CEO Scott Hood Interviewed by Bloomberg

First Wilshire’s CEO Scott Hood Interviewed by Bloomberg

Scott Hood, CEO and Portfolio Manager at First Wilshire appeared on Bloomberg Daybreak Australia…

First Wilshire’s Howard Lu provides insight on small-cap stocks to Barron’s

First Wilshire’s Howard Lu provides insight on small-cap stocks to Barron’s

First Wilshire’s Howard Lu, portfolio manager and director of research, said in an interview…

First Wilshire’s CEO Scott Hood Speaks with Barron’s

First Wilshire’s CEO Scott Hood Speaks with Barron’s

First Wilshire CEO and Portfolio Manager Scott Hood was featured in Barron’s, where he…

Unemployment Rate at Rare Level

Unemployment Rate at Rare Level

Excerpt from our newsletter:  A headline worth pointing out from the 2nd quarter was…

The Active Advantage

The Active Advantage

We operate in an area of the market much better suited to active management.…

First Wilshire Hosts Client Meeting

First Wilshire Hosts Client Meeting

First Wilshire recently had the privilege of hosting a client appreciation brunch for our Los…

First Wilshire Featured in Value Investor Insight

First Wilshire Featured in Value Investor Insight

Speaking to Value Investor Insight, First Wilshire Securities CEO and Portfolio Manager Scott Hood…

First Wilshire Profiled in CityWire USA’s ‘Boutique of the Week’ Section

First Wilshire Profiled in CityWire USA’s ‘Boutique of the Week’ Section

First Wilshire was profiled in CityWire USA’s ‘boutique of the week’ section featuring an interview…

First Wilshire Welcomes Nicole Green

First Wilshire Welcomes Nicole Green

Nicole Green has joined First Wilshire as our new Vice President of Administration. Prior…

Since you Asked About Bitcoin

Since you Asked About Bitcoin

We have been asked several times what we think of bitcoin and crypto-currencies. Generally…

Small Value vs Large Growth – Rolling 10 year Returns

Small Value vs Large Growth – Rolling 10 year Returns

The following chart shows the rolling 10 year returns of small cap value versus…

The Future of Retail: Amazon vs. the Rest

The Future of Retail: Amazon vs. the Rest

Disruption, confusion and severe stock price drops always offers the opportunity to uncover mispriced…

First Wilshire Celebrates 40 Years

First Wilshire Celebrates 40 Years

First Wilshire is not prone to celebrating success and milestones, and in fact we…

First Wilshire Welcomes Cristian Pedroza

First Wilshire Welcomes Cristian Pedroza

We are pleased to announce that Cristian Pedroza has joined First Wilshire as our…

Interest Rates Effect on Performance

Interest Rates Effect on Performance

So how do stock markets, and in particular small caps, performduring rising rate cycles?…

Great Companies

Great Companies

Great Companies One of the best ways to outperform is to identify “great companies.”…