Today, Kate’s guest on The MarketBeat Podcast is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally. These are companies engaged in businesses likely to grow more important in the not-so-distant future.

Amyris is in the synthetic biology space.

How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies

Its consumer products are based upon a molecule called hemisqualene

Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years

What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease

The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages

Why Randy believes the market is valuing health technologies incorrectly

Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors

WANdisco owns the algorithm that allows live data migration to the cloud

This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba.

In May, WANdisco announced the largest contract in the history of the company. The stock began a big move.

Why Randy says consensus estimates for WANdisco revenue is too low

Why Randy believes being listed in the U.K. has impeded WANdisco’s ability to grow

Stocks mentioned in this episode:

Amyris (NASDAQ: AMRS)

Renalytix (NASDAQ: RNLX)

WANdisco (OTCMKTS:WANSF)

The video Randy refers to, to learn more about Amyris’ plant in Brazil:

https://www.youtube.com/watch?v=6PwR8hxR3QA

How to learn more about Randy and Pinnacle:

https://www.pinnacle-associates.com/media-center

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