Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Five Top Stock Picks of Quality Growth Stock Investor Weatherbie Capital

Page 1 of 2

Many investors are on the horns of a dilemma when it comes to deciding between investing in value stocks or growth stocks. A growth-focused portfolio is generally anticipated to generate higher returns than a value-oriented portfolio, but the risks associated with the former are usually higher as well. Truth be told, great growth stock picks may definitely beat the broader market over a long-term investment horizon. Weatherbie Capital LLC is a Boston-based investment firm that specializes on small growth companies that can deliver both strong earnings growth and high investment quality. Put it differently, the investment firm founded by Matthew A. Weatherbie, seeks for reasonably-priced stocks relative to their growth and quality. Weatherbie Capital recently filed its 13F filing for the September quarter, so this article will lay out its five top stock picks.

Countries with Highest Economic Growth Rates in 2015


We pay attention to hedge funds’ moves because our research has shown that hedge funds are extremely talented at picking stocks on the long side of their portfolios. It is true that hedge fund investors have been underperforming the market in recent years. However, this was mainly because hedge funds’ short stock picks lost a ton of money during the bull market that started in March 2009. Hedge fund investors also paid an arm and a leg for the services that they received. We have been tracking the performance of hedge funds’ 15 most popular small-cap stock picks in real time since the end of August 2012. These stocks have returned 135% since then and outperformed the S&P 500 Index by around 80 percentage points (see the details here). That’s why we believe it is important to pay attention to hedge fund sentiment; we also don’t like paying huge fees.

Matthew A. Weatherbie
Matthew A. Weatherbie
Weatherbie Capital

#5 ExamWorks Group Inc. (NYSE:EXAM)

Shares Owned by Weatherbie Capital LLC (as of September 30): 1.18 million shares

Value of Holding (as of September 30): $34.38 million

Weatherbie Capital LLC upped its position in ExamWorks Group Inc. (NYSE:EXAM) by 153,547 shares or roughly 15% during the third quarter, which accounted for 3.99% of the firm’s equity portfolio on September 30. The provider of independent medical exams can be undeniably categorized as a growth company, considering that it has a forward P/E ratio of 39.92 (the ratio for the S&P 500 equals 17.65). ExamWorks Group’s stock is down 40% year-to-date, partly owing to the company’s weaker-than-expected revenue guidance for the fourth quarter and full-year. The company lowered its full-year revenue growth guidance to the range of 4.5%-to-5%, down from 4.5%-to-6.5%. James A. Noonan’s Pivot Point Capital owned 1.40 million shares in ExamWorks Group Inc. (NYSE:EXAM) on June 30.

Follow Examworks Group Inc. (NYSE:EXAM)
Trade (NYSE:EXAM) Now!

#4 Signature Bank (NASDAQ:SBNY)

Shares Owned by Weatherbie Capital LLC (as of September 30): 250,913 shares

Value of Holding (as of September 30): $34.52 million

The Boston-based investment firm enlarged its stake in full-service commercial bank Signature Bank (NASDAQ:SBNY) by 7,083 shares during the September quarter. The commercial lender has seen its shares advance nearly 24% since the beginning of the year, and may go even higher should the Federal Reserve decide to raise interest rates this year. The company’s third-quarter net interest margin, which represents the ratio of the discrepancy between the interest income received and its interest expenses over the interest-earning assets, dropped 5 basis points to 3.22%. Signature’s trailing P/E ratio suggests that the stock is fairly valued at the moment (trailing P/E ratio of 22.76 for the shares of Signature versus 23.41 for the S&P 500). Clifford Fox’s Columbus Circle Investors cut its exposure to Signature Bank (NASDAQ:SBNY) during the third quarter by 121,541 shares, remaining with 46,305 shares.

Follow Signature Bank New York N Y (NASDAQ:SBNY)
Trade (NASDAQ:SBNY) Now!
Page 1 of 2

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!