As value investors in a remarkably robust (exuberant) stock market, full valuation impels us to want to sell a stock. Such is the case with General Motors. On most conventional metrics, the stock is fairly priced. Through the courtesy of several friends, we’ve some...
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Most stocks on the Cabot Undervalued Stocks Advisor recommended list had strong performance this past week. Part of the strength was perhaps due to money managers’ general optimism that seems to brighten with turn of the calendar. With last year’s bonuses firmly in bag,...
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Sometimes the most appealing stocks are those that superficially seem to go against trends (leading to investors avoiding them) yet have either fundamental traits that sidestep these trends or have overly discounted valuations.
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With the turn of the calendar only a few days ahead, just about every investor is mapping out their market views for the coming year. Some do this formally, like Wall Street brokerage firms who publish their opinions on where the S&P 500 interest...
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The Cabot Undervalued Stocks Advisor has an investment horizon that is generally one to two years. As long as our companies are making fundamental progress, we’re comfortable with waiting for periods that easily extend past December 31st. However, the market doesn’t necessarily share that perspective. many...
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It’s been said that the four most dangerous words in investing are “this time, it’s different.” The stock market’s behavior is clearly pointing to things being different this time.
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Over the past month or so, it seemed like stocks would continue their frenetic surge. This week, however, the market appears relatively lackluster with a lot less excitement. Some investors may yearn for more fireworks, but as a value investor, I find this to...
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Stocks have surged this past month, with the S&P 500 returning 11% in November. Other major indices, including the Dow Jones Industrial Average and the Nasdaq Composite, produced similarly strong returns. These kinds of returns would make a good year in most investors’ eyes.
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Stocks showing strength and breadth like we haven’t seen in a long time, particularly with the broad market at a record high. Despite flattish returns from the formerly high-flying mega-cap tech stocks, the broad stock market is no longer grinding higher, it is higher,...
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While pulling back a bit from the sharp jump on Monday, November 9th, the market rebounded on additional encouraging Covid vaccine results this week.
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Just like that, the stock market emerged from its dark mood of October 30th to surge 8.6% in six trading days, with reinvigorated optimism following the evaporation of the election cloud and news of a very promising Covid vaccine.
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At Least One Uncertainty Cloud Should be Evaporating
There remains a lot going on. The pandemic, domestic and international economies struggling, zero/negative interest rates, and an unusually high number of other clouds still obscure the investing horizon. But, with election season rapidly approaching its one...
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Like many of the best available stocks, the best insurance company stocks have a few things in common that investors should look for.
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DOW JONES LAGGARDS THAT COULD RETURN TO FAVOR
In This Issue:
Dow Laggards with Rebound Potential
Life Insurance Stocks
Recommendations:
Buy: Albertsons, Inc. (ACI)
Price Target Changes and Sells
Performance Charts
This year, individual stock performance has largely been driven by a single narrative: how well the underlying companies are positioned a..
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Life insurance stocks aren't glamorous. But they've been steady, reliable risers these last three months, and remain undervalued. These five stand out.
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Picking good stocks in the midst of a pandemic is different from what it's like normally. Here's what sectors to invest in - and which to avoid.
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Insurance stocks have been hot this month. To take advantage of the momentum, Athene Holdings is a perfect mid-cap insurance stock for growth and income.
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