In this week’s video, Paul Goodwin, chief analyst of Cabot Global Stocks Explorer (formerly Cabot Emerging Markets Investor), sees the market as a “yes, but …” proposition. The main trends are all higher, but a substantial number of exceptions and warning signs are also present. With U.S. earnings season winding down (but emerging markets earnings just getting into high gear), the results have been good, on balance. It’s a time to be heavily invested but also to keep your sell disciplines oiled and ready. Paul also mentions the Professional Stock Evaluation Contest that’s offering a lucky winner a report on any stock.
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