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Although it was a micro-cap when I first recommended it, PX has boasted years of strong performance that has lifted it to small-cap status, and it remains one of my favorite stocks today.

Even in challenging markets like today’s, opportunities can be found in small pockets of relative strength, like these two metals stocks.

The big-cap indexes continue to hang in there, with this morning’s bounce bringing both the S&P and Nasdaq up to around breakeven on the week. That said, there’s little doubt the damage to the broader market has been severe—indexes like the S&P 600, S&P 400 and NYSE Composite are not just down on the week but sitting below their 50-day lines. All in all, then, the intermediate-term trend is down.

I’ve steered clear of small caps that would have been heavily influenced by either a Trump or Clinton victory, so I don’t expect to make any moves in our current portfolio based solely on today’s results.

We’ve been writing (and recording in our weekly videos) for the past couple of weeks that, while the longer-term underpinnings of the market look fine, the shorter term was more iffy, with many leaders stalling out and the indexes themselves losing some steam.

It’s a good time to pick up discounted stocks while market volatility is high, and here are three that are already showing momentum that I like right now.

2021 has been a year of chop and rotation, and yesterday was one of the bigger ones we’ve seen all year, with high-growth stocks of all stripes getting hammered while the rest of the market had a normal pullback.

This Weekly Update includes summaries for six Cabot Benjamin Graham Value Investor companies that reported quarterly financial results. On Monday, March 6, I’ll update the remaining stocks.

I’m pleased to announce that earlier this week, Cabot launched its new, and improved, Web site. You may have noticed the changes, but if not, check them out now.

Today’s stock pick is a solar power company that changed its name from MEMC Electronic Materials.

“Primoris Services Corp. (PRIM), a specialty contractor and infrastructure company, has reeled off six consecutive quarters of sales growth, up 42% or more. Most recently, Primoris reported June-quarter revenue of $352 million, up 73%, or 28% excluding acquisitions. Per-share profits surged 75% to $0.28, exceeding the consensus by...

“Fair Isaac Corp. (FICO) already dominates the market for software used by businesses around the world to make better decisions on customer creditworthiness with its FICO Scores product. Now the company is profiting from the rising use of credit cards around the world, especially in emerging markets. For...

“Ross Stores, Inc. (ROST) has a downright enviable track record when it comes to accelerating monthly same-store sales—in May the bargain fashion chain reported an 8% jump in sales—leaving the 5.2% consensus estimate in the dust. And that is because Ross Stores is a lean, mean operating machine. “Ross may have...

“Ancestry.com, Inc. (ACOM) operates the world’s largest online family history database. With over 10 billion records, the company’s archives include ship passenger lists, birth and death records and U.S. Census information. A growing collection of user- generated data has boosted content. Ancestry.com had 1.87 million subscribers on March 31, up...

Riverbed Technology, Inc. (RVBD) slipped 2.0% during the month, [but] their future is bright. They have an upcoming event titled ‘Data Where You Need It; Control Where You Want It.’ At the event, the company will unveil breakthroughs in software defined data center deployments with Granite technology that extend the...

“Enerflex Ltd. (EFX, Toronto) rents and sells equipment and services for natural gas production, including compression and processing plants, refrigeration equipment and power generators. The company has a strong position in three expanding markets: U.S. and Canadian shale gas production; Australian natural gas from coal beds; and conventional...

“At the beginning of the year, Matthews Asian Growth & Income Fund (MACSX) was my top dividend pick. MACSX gained in the first half of 2013 (and held up far better than other Asia Pacific funds), but currently other funds, like TCW Dividend Focus (TGIGX), are doing appreciably better. TGIGX...

This is a short week but I wanted to give you some news on a couple of my recommendations that have been making news.