The market remains in good shape, though near-term, pullbacks and potholes are possible given the big run and the fact that we’re finally seeing a few leaders hit resistance. Long story short, we think the market will go higher over time, though we’re through...
Read More
From Cabot Growth Investor
The market remains in good shape, though near-term, pullbacks and potholes are possible given the big run and the fact that we’re finally seeing a few leaders hit resistance. But the intermediate-term trend is up, the longer-term trend is on the of...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
It’s Not the News that Counts
One of the biggest banana peels that many investors slip up on is the desire to focus on the news, be it economic reports, high-profile earnings releases or important political rumors (like the current U.S.-China trade talks). But it...
Read More
Market Views
Caution Remains
Given that we’re fighting the 200-Day Moving Average; we can set-up for a bit of a pause. But it’s news-sensitive. So, for now, China may be a topic ‘beyond the interim pullback’ discussed as likely in February (or part of it, coming...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
The sellers finally showed up today, with some negative headlines causing the market to pull back. In the Model Portfolio, we’re standing pat tonight with 35% in cash, though we’re spying a few names for possible new buying.
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
Going According to Script
A punishing, out-of-nowhere, three-month decline that takes apart many popular stocks and sends the indexes reeling. A wave of panic selling at the bottom that produces historic oversold readings and massive pessimism—even though many growth stocks show resilience during the weeks...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
It's time to do some more buying. Our Cabot Tides has flashed a new buy signal, and while the near term could easily see some retrenchment, the evidence is building that the worst of the market’s downturn is over and that another bull could...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
We’re Optimistic
Just three weeks ago the market was on its knees, as the major indexes were down more than 20% from their highs, the average growth stock was in tatters and there were air pockets galore—the final four days of the decline saw Dow...
Read More
It's time to do a little buying. The market’s trends are still pointed down, so we still think going slow and stepping lightly makes sense. We are adding three new half positions to the portfolio tonight and keeping our cash position around 67%.
Read More
Reasons for Hope, but Not for Buying
The market has been a bummer during the past three months, with two massive downlegs (12% to 16% during the first three weeks of October, and then after some choppiness, another 16% to 18% during the first weeks...
Read More
Remain defensive. Stocks are finally mustering a bounce today, though after the market’s meltdown of recent weeks, the intermediate- and longer-term trends remain firmly down.
Read More
Keep Your Powder Dry
Investing isn’t easy, but most people make it far more difficult than it really is. Every day all day, there are commentators and analysts on TV and dozens of articles pumped out by the online financial media dissecting recent earnings (FedEx...
Read More
Market Views
Selling not as Widespread as you may Think
Selling Climaxes again outweighed Buying Climaxes but action was very light in both the Nasdaq 100 and S&P 500 with only one Buying and one Selling Climax in the Nasdaq 100 and only 4 each the...
Read More
Following last week’s big decline, the market has shown some resilience, and we continue to see a growing number of stocks showing great resilience. Even so, our Cabot Tides green light from two weeks ago has disappeared and the longer-term Cabot Trend Lines down,...
Read More
Sellers Still Lurking
The first three and a half weeks of October were brutal, with the S&P 500 (down 11%) and Nasdaq (down 14%) cascading significantly, turning both our Cabot Tides and Cabot Trend Lines bearish as we raised a boatload of cash. But those...
Read More