6July21: Steady Gradual Growth

Mega-caps are ruling the day ($200B+) and the rest of the market seems to be getting bounced around by momentum forces, meme stocks and the overall uncertainty of our economy as we emerge from the pandemic. Programmatic advertising/digital services and biotech continue to be the fields with the most promise for sustained growth. If you want to iron out the daily ups/downs you can diversify and keep your holdings equal weight among small caps and mid caps (with minimal large caps). Here are 11 stocks that are wickedly undervalued and should grow big in the near term into the long term:

Jounce (JNCE) $329M

Puma Biotech (PBYI) $341M

BrightCove (BCOV) $569M

Perion (PERI) $683M

Sierra Wireless (SWIR) $699M

Viant Tech (DSP) $1.6B

Rubius (RUBY) $2.2B

LiveRamp (RAMP) $3.3B

Magnite (MGNI) $4.4B

Digital Turbine (APPS) $6.4B

Trade Desk (TTD) $36B

“Life has become immeasurably better since I have been forced to stop taking it seriously.”

― Hunter Thompson