With the Dow hitting another new high but the growth-focused Nasdaq Composite still unable to get above its February peak, we remain in a bull market that is challenging for growth investors; in fact, many recent great earnings reports have been met with instead...
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Back in the Soup
During the past month, the way we thought about what was going on was that growth stocks had finally put themselves into a position to get going after a two and a half month stretch of tough, choppy trading. Instead narrow,...
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With the S&P 500 and Nasdaq Composite hitting new highs just last week, there’s no question that we remain in a bull market, and thus there’s no question that we should remain heavily invested.
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With stocks at fresh highs, is a stock market top imminent? Here are five ways to know if the bull market is starting to die of old age.
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It remains a very tricky environment for growth stocks, with most names near new highs finding sellers and earnings reactions (so far) being underwhelming (Pinterest is now on a tight leash). That said, we do see a lot of high-quality setups, so we’re to...
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The bull market is alive and well, though divergences and rotation continue to add a challenge to the process of identifying the market’s leaders.
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Seeing More Setups, but Still in the Spin Cycle
Two-plus months ago, speculation was running rampant and most growth stocks had made giant moves over the prior six to nine months. So when the sellers finally stepped up and cracked the intermediate-term uptrend in growth...
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The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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Continue to go slow but have your shopping list ready. Growth stocks are gradually improving their standing, with more popping toward their highs, many holding their gains and a few finding some good-volume buying.
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The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
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Sellers Fading—but Will the Buyers Show Up?
We’re all about going with the evidence, and when it comes to growth stocks, the evidence was nearly uniformly negative (or at least not positive) for most of the past month. The vast majority of leading stocks, many...
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The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
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Growth stocks had a great day yesterday for the first time in a while—while the Dow lost 85 points, the Nasdaq lifted 201 points (1.5%).
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The market divergence that has been evolving since early February continues, with the Nasdaq in particular looking weak while the more conservative indexes like the S&P 500 remain near their highs.
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Less is More
In the real world, persistence is almost always associated with good things. If you’re a salesperson, you don’t give up when a few accounts turn you down; you keep selling until one customer bites. If your team is developing a new they...
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While leading growth stocks have been hit hard (and some have rebounded), the major indexes remain in uptrends and cyclical stocks and “reopening” stocks have attracted new buyers.
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Remain cautious. The market has thrashed around in recent days, which hasn’t changed the overall outlook—most of the market remains in decent shape, but growth stocks and the Nasdaq are mired in a correction and there’s still a chance we see another leg That...
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The broad market remains in a diverging pattern, so there’s still a very good chance that a long-term market top is being formed.
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Open to Anything, but Playing the Odds
Last year saw a ton of “wow, we haven’t seen this kind of unusual market action in decades!” situations, but instead of reverting back to normal behavior, 2021 has had plenty of tricks up its sleeve as The...
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My quest to add some growthy stocks with a cyclical dimension and downside protection brings us to our latest recommendation.
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