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Issue 826

February 20, 2020

I just returned from the Orlando Money Show, where I had an opportunity to see and speak with several of our contributors. The mood was festive, and the advisors were optimistic. And why not? The markets continue to outperform, as we navigate through the nasty election season. Both investors and advisors continue to be very bullish, as you can see from our Advisor Sentiment Barometer, as well as our Market Views.

The economy is very strong, with a healthy housing market, steady employment, and good retail sales. We’ve yet to see if the coronavirus outbreak will have any major and long-lasting effects on the global economy.

But for now, the investment opportunities are plentiful. Read the Issue for more details.

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Issue 825

January 16, 2020

Happy New Year! It was a great year for the markets with the DJIA gaining 22.3%, the S&P 500 up 28.9%, and the Nasdaq rose 35.2%. But it was even a better year for us! Our Top 5 Picks for 2019 averaged returns of 131%! William Velmer of S.A. Advisory was our big winner. His stock idea gained an astonishing 332%!

Congratulations to all our contributors. And 2020 looks just as promising. Employment is healthy and so is the housing market. Economists are calling for several rate decreases, which should continue to help housing. And as you can see in our Advisor Sentiment Barometer, the investment world remains very bullish.

More details in the issue.

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Issue 824

December 18, 2019

We’ve had a decent month in the markets—despite all the impeachment hoopla. It looks like the China trade issue is improving, housing starts and building permits are healthy, and unemployment remains low. Sounds like the making of a great holiday season!

We begin this issue with our Spotlight Stock, a company that has been in business for 67 years, residing in the defense and aerospace sectors. As I note in my Feature article, both of those arenas are experiencing fantastic growth, which bodes well for our Spotlight Stock.

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Issue 823

November 20, 2019

So far, November’s markets have been a nice respite from the volatility of October, and the Dow Jones Industrial Average actually gained about 900 points. Investors—for the most part—seem to be ignoring China tariffs, impeachment hearings, and Brexit. And why not? After all, the economy remains strong and sentiment—as you’ll see in our Advisor Sentiment Barometer, as well as in our Market Views—remains very bullish.

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Issue 822

October 16, 2019

October markets are living up to their reputations! As I said in my recently published book, Make Money Buying and Selling Stocks, “October is a Scary Month (many market crashes have occurred in October—Panic of 1907, Black Tuesday (1929), Black Thursday (1929), Black Monday (1929) and Black Monday (1987). The truth: October is on record for the most volatile month. According to CFRA Research from 1950 to present day, “the S&P 500 on average registers more daily moves of at least 1% in October than in any other month.” On the flip side, however, going back to 1950, the S&P 500 has averaged a gain of 0.7% in October, according to The Stock Trader’s Almanac.” And this October has certainly been volatile; yet, in terms of market action, we are about even for the last 30 days.

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Issue 821

September 18, 2019

Last month’s Cabot Wealth Summit was a great success, with many of our subscribers coming together to share investment ideas and strategies. Overall, the mood was very positive with most attendees falling into the bullish category. That sentiment is supported by my surveys of our contributors, as you’ll see in our Market Views, as well as in our Advisor Sentiment Barometer.

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Issue 820

August 7, 2019

After reaching record highs this past month, volatility set in and we had a few days of losses following the Fed meeting, as well as Trump’s latest Chinese tariff action. But yesterday, markets calmed, regaining some of their losses. Advisor and consumer sentiment remain very bullish, as you’ll see in our Advisor Sentiment Barometer and Market Views.

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Issue 819

July 10, 2019

Congratulations to our Top Picks for 2019! For the first half of the year, the Dow Jones Industrial Average was up 11.8%; the S&P 500 gained 14.3%, and the NASDAQ has returned 16.1%. Our Top Five picks averaged gains of 68.02%!

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Issue 818

June 12, 2019

After a brief decline, due mostly to the China and Mexico tariff issues, we’ve seen a decent rebound in the markets this past month.
Earnings for the quarter look like they are going to come in at a negative growth rate when all the reports are calculated. However, 76% of companies in the S&P 500 reported EPS numbers higher than estimated and 59% posted positive revenue surprises. The lack of growth in earnings is somewhat concerning, and that—plus the tariff issues—seem to be weighing on market prognosticators, turning their sentiment a bit more cautious, as you can see in our Advisor Sentiment Barometer, as well as in our Market Views. In the meantime, our contributors have been knee-deep in research and analysis, and have come up with some very interesting ideas for you this month.

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Issue 817

May 15, 2019

One thing you can count on in the markets is change! Just when we were moving along nicely, Trump threw a wrench in the works with his new war on China tariffs. That caused a few down days, but we did have a bit of recovery yesterday.

The economy continues to sail smoothly, however, with unemployment and inflation low, and the housing market is doing well. As a result, and as you’ll see in our Market Views and our Market Sentiment Barometer, sentiment remains bullish, but with a dose of caution.

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Issue 816

April 10, 2019

I’ve just spent two glorious days cleaning out my flower beds and planting my annuals. Cleaning up my yard reminds me that it would also be a good time to review your portfolio—get rid of the non-performers and make room for some more profitable investments.

The volatility in the market has abated—for now—with the Dow Jones Industrial Average gaining about 600 points since the last issue. And as you’ll see in Market Views and our Advisor Investment Barometer, the investment pros continue to be bullish. The economy continues to be strong, with decent housing and manufacturing numbers, as well as low unemployment.

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Issue 815

March 13, 2019

Happy spring! The Bradford Pear trees and daffodils are beginning to flower here in Tennessee—one of my favorite times of the year!

And this year, with the market continuing to “bloom,” the unemployment rate steady at 3.8%, retail sales rising, and the housing market healthy, it sounds like spring is ushering in a happy period. Both investors and advisors agree, as you’ll see in our bullish barometer and Market Views.

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Issue 814

February 13, 2019

The market contributed to the bullish mien of the show, with the Dow Jones Industrial Average kicking in an 8.5% gain since our last issue. The economy also did its part; rates are stable right now, and the job market continues to improve. There is currently, on average, less than one potential employee for every job opening in our country.

Our contributors continue to be bullish, although with a cautious stance, as you’ll see reflected in our Advisor Sentiment Barometer and Market Views.

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Issue 813

January 16, 2019

Change in weather and change in markets seem to be the norm today. We certainly had an extreme case of market volatility last year, with the Dow Jones Industrial Average ending up with a loss of 7.36%, the S&P 500 declined by 7.6% and the Nasdaq dropped by 5.57%.

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Issue 812

December 19, 2018

This volatility is out of sync with the strong economy. Job openings are up, housing starts and building permits are still healthy, and retail sales are enjoying a good holiday romp. But it seems to be politics (as usual) that is driving the market’s gyrations, including the ‘wall’, with Trump threatening to shut the government down due to lack of funding, China’s continued exposure as an international hacker and spy, and the continuing investigation into our leader’s affairs, especially as regards to Russia.

Nevertheless, while short-term sentiment has turned more bearish, long-term, market mavens continue to be bullish, yet expect the volatility to continue.

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