Imagine that you bought a snowplow business, and then it just weirdly stopped snowing for a year. That would be frustrating and is what actually befell owners of Douglas Dynamics (PLOW) recently, writes Doug Gerlach, editor of Investor Advisory Service.

Headquartered in Houston, Cactus, Inc. (WHD) designs, manufactures, sells, and rents a range of highly engineered wellhead and pressure control equipment. It should generate respectable revenue growth and total returns, writes Doug Gerlach, editor of Investor Advisory Service.

The bill has seemingly come due for the Federal Reserve’s mistaken belief inflation was “transitory.” A late start in tightening policy to combat inflation led to the fastest rate hikes in forty years, and it should come as no huge surprise the stress from such a move might break something. But stocks like Air Lease Corp. (AL) still look attractive, notes Doug Gerlach, editor of Investor Advisory Service.

Eagle Materials (EXP) operates in two primary business lines, Portland cement and gypsum wallboard; it has a reputation as a low-cost producer through all economic cycles, asserts Doug Gerlach, editor of SmallCap Informer.

The prospects of higher inflation, supply chain disruptions, increasing energy prices, rising interest rates, and slowing consumer spending will all impact American businesses in 2022. Companies in some sectors and industries might perform better than others, though, if they possess the right qualities. In this session, Doug Gerlach, editor of the SmallCap Informer and Investor Advisory Service stock newsletters, will share his team's thoughts on the characteristics that will allow some stocks to stand out in 2022.