Core Insights - Small-cap stocks in the Russell 2000 present investment opportunities but come with higher risks and challenges compared to large-cap stocks [1] Company Summaries Casella Waste Systems (CWST) - Market Cap: $5.61 billion, provides waste management services for various sectors [2] - Current trading price is $87.01 per share, with a forward P/E ratio of 73.4 [4] Omnicell (OMCL) - Market Cap: $1.60 billion, focuses on medication management automation to enhance efficiency in healthcare [5] - Current trading price is $35.76 per share, with a forward P/E ratio of 20.3 [7] Farmer Mac (AGM) - Market Cap: $1.73 billion, established to facilitate a secondary market for agricultural and rural loans [8] Performance Concerns Casella Waste Systems (CWST) - Organic revenue growth has not met benchmarks over the past two years, indicating a need for improvement in products or strategies [9] - Operating margin has declined by 5 percentage points due to costs rising faster than revenue [9] Omnicell (OMCL) - Sales have remained flat over the last two years, necessitating new growth strategies [10] - Adjusted operating margin has decreased by 9.5 percentage points as expenses have risen as a percentage of revenue [10] Farmer Mac (AGM) - Low returns on capital suggest ineffective fund allocation, with decreasing returns indicating aging profit centers [9]