Stock-market, small-cap investing themes to buy for gains: Jefferies

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Jefferies shares how investors can earn explosive gains from the 4 mega-trends driving the outperformance of small stocks over large ones

Even though we are only three months into the year, 27 merger and acquisition deals have been announced so far. The number of companies combining in some form is likely to rise to 2016 levels if it keeps up with the same pace, he added.

Also, non-financial businesses are sitting on a record amount of cash. Moody's Investors Service said in November that aggregate corporate cash reachedOn top of that, companies that hold a large amount of cash want to buy growth, and"getting bigger makes sense these days," he wrote. But this comes at the expense of smaller companies that are going unnoticed by investors, he said, adding that in turn, many should go private.

But at the end of the day,"M&A activity is really picking up and when that happens, small beats large," DeSanctis wrote.

 

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