Ken and Kirk McDonald, Mid Cap Portfolio Manager, land in the middle of the investment landscape. They set their sights on mid-caps, an often overlooked asset class that offers a sweet spot in the market and acts as a balance between growth and stability. Later in the episode, Kirk and Ken take a look at Argent's Mid Cap market performance and dive deep into Fair Isaac Company, the FICO credit score inventor.

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Ken talks to Peter Roy, Small Cap Portfolio Manager, about their shared excitement for small-cap stocks. They discuss the potential of small-caps in the current market, highlighting the earnings growth forecast for 2024. Peter shares insight into how government spending on infrastructure projects is benefiting certain small-cap companies, such as Herc Holdings and ICF International, and emphasizes their long-term potential. They also take a look at OneMain Holdings and Hamilton Lane, two stocks that have been a welcome surprise in a difficult sector.

Follow Argent Capital Management

LinkedIn: https://www.linkedin.com/company/argent-capital-management/

Twitter: https://twitter.com/ArgentCapMgt

Website: https://argentcapital.com/

YouTube: https://www.youtube.com/@argentcapitalmanagement

Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.

Ken and Steve Smith examine the current state of the US housing market. They look at the unique dynamics at play, including interest rates, millennial household formation, and a shortage of inventory. Later in the episode, Steve shares his thoughts on two contrasting home builders: D.R. Horton and Green Brick Partners. Whether you're a first-time homebuyer or a seasoned investor, this episode is a must-listen!

Follow Argent Capital Management

LinkedIn: https://www.linkedin.com/company/argent-capital-management/

Twitter: https://twitter.com/ArgentCapMgt

Website: https://argentcapital.com/

YouTube: https://www.youtube.com/@argentcapitalmanagement

Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.