You may have seen that a relatively new Explorer idea, Fisker (FSR), was up 38% yesterday. It turns out that my analogy of comparing the company to Apple’s relationship to Foxconn was truer than even I could imagine. The news yesterday was that Foxconn will be a..
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While the market continues to move forward, The “Buffett Indicator,” which takes the broadest Wilshire 5000 Index and divides it by the annual U.S. GDP, is now at a record high. In doing the math, the Buffett Indicator stands at about 194%. This is...
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To follow up on today’s issue and new recommendation of Fisker, Inc.
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This week a number of Explorer stock retraced last week’s gains, with a major exception being the explosive 45% surge in Virgin Galactic (SPCE) on top of its previous week’s 25% surge. It appears that key test flights are forthcoming as well as more space mania and ETFs...
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Based on the below press release highlighting the agreement for Australia’s Lynas to build a rare earths refinery in Texas, I recommend you sell your MP Materials (MP) position.
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The phrase you hear more than ever from market prognosticators these days is that they are “cautiously optimistic” about the state of the stock market. In some ways this is pretty useless advice, but in another it hits the nail on the head. market...
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As we head into a new year, I would like to thank all of you for your support and wish you all both good health and profits in 2021. But today, we have a piece of unfinished business that needs to be dealt - Alibaba...
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Two portfolio stocks reported earnings yesterday and both remain Buys.
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This portfolio stock was up 18.3% yesterday in anticipation of earnings that were released after the market closed.
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Sell half your position for a 142% gain.
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As I mentioned in yesterday’s issue, we got some bad news on this portfolio stock before the market opened regarding an internal investigation of fraud by the company’s COO and several other employees who apparently significantly overstated sales in 2019.
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I had already sensed an opportunity in big oil over the weekend and wrote an article that will appear on the Cabot website in the coming days.
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BABA vs. AMZN: shares of both e-commerce giants have been in virtual lockstep the last couple years. But which is the better buy now?
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Carl will update the market and our portfolio on Thursday.
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To follow up on last Thursday’s issue that highlighted the worsening China virus, I believe it is appropriate for us to hedge China risk and volatility with an inverse China exchange-traded fund (ETF).
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This is a short week but I wanted to give you some news on a couple of my recommendations that have been making news.
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BABA stock has been on a tear all year. After Thursday's sales guidance surprise, it's officially in overdrive. How long can the rally in BABA last?
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Alibaba stock has been one of the market's high risers. But its greater potential lies ahead, and cloud computing will play a big role in its future growth.
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Record Singles' Day sales are adding to the month-long rally in Alibaba (BABA). But BABA stock is becoming much more than China's e-commerce giant.
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After a rough year, Alibaba stock appears primed for a breakout. What will it take for this promising Chinese stock to get going?
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