"2 Small-Cap Stocks to Buy and 1 to Sell: Dycom, SEI Investments, and Kosmos Energy"

Two small-cap stocks with potential are Dycom and SEI Investments, while Kosmos Energy faces challenges due to cash-burning tendencies and limited cash reserves. Dycom's revenue growth of 15.2% over the past two years and operating profits are outstanding, while SEI's 9.4% annual revenue growth over the last two years beats its peers. Kosmos Energy's stock price of $2.69 implies a valuation ratio of 12.8x forward P/E, raising concerns about its ability to sustainably generate shareholder value.