Trump's Big Tax Savings to Fuel Small-Caps: Plants

The video discusses the potential impact of the Trump administration's policies on small and mid-cap stocks, focusing on corporate tax reform, regulation changes, and their effects on earnings and capital structures. The speaker highlights the benefits of tax cuts and deregulation for US-focused companies, particularly in the semiconductor and set-top box industries. The discussion also covers the implications of rising capital costs and the importance of simple capital structures for companies in this market segment.

What role does regulation play in the market performance of companies like Arris International?

In what ways can tax reforms lead to increased earnings per share for small and mid-cap companies?