Cabot Dividend Investor Weekly Update
The big news this week is the emergence of a new coronavirus strain in Africa. The news prompted a steep selloff last Friday and then again yesterday. This throws a wrench in the works.
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Cabot Marijuana Investor Update
As we enter the final month of the year, market volatility has increased, and with it, investor anxiety. But the main trend of the market remains up, so I remain confident that intelligent investors who follow proven investing disciples can make money—which brings to...
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Cabot Dividend Investor Weekly Update
The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on? The short answer is that the good news is outrunning the gathering problems, for now.
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Cabot Small-Cap Confidential Weekly Update
The big recent developments since I wrote last Thursday are the rise in Covid cases in Europe, and that Jerome Powell got the nod for another term leading the Fed.
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10 Rules for Growth Investing
These growth investing rules have been carefully selected as the most important guidelines a growth investor can use in a successful investment program.
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Cabot Small-Cap Confidential Weekly Update
On to the market. It was a funkier week than last week, though big picture nothing has changed. We are moving into the tail end of earnings season so we may see a more moderate amount of investor interest over the next two weeks.
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Cabot Dividend Investor Weekly Update
The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on?
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Cabot Small-Cap Confidential Weekly Update
It’s been sort of an odd week because, while the focus has been on individual companies, there’s been some macro stuff driving erratic trading action.
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Cabot Marijuana Investor Update
After a nine-month-long and very deep correction, during which the Global Cannabis Index fell 54% and many stocks fell farther, there was strong buying in the sector on Friday and Monday, signaling that the correction in the sector is likely over.
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The 3 Most Volatile Stocks Today
As market volatility returns, the most volatile stocks today aren't worth the risk. Here are three to avoid; one of them will surprise you.
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Cabot Dividend Investor Weekly Update
September was lousy. October was glorious. What can we expect in November and beyond?
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Cabot Small-Cap Confidential Weekly Update
This week has been all about earnings, even though we’ve only heard from one company in our portfolio. That company is Repligen (RGEN), which reported this morning (the stock is reacting well). Notes on that report are below.
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Cabot Dividend Investor Weekly Update
New highs are good. Nine portfolio positions are at or near the 52-week high. Let’s be happy.
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Cabot Small-Cap Confidential Weekly Update
As we move closer to earnings season for our portfolio holdings (really gets underway the week after next) we see many small-cap growth names (and growth stocks in general) recovering nicely from the drawdowns in late September.
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Cabot Dividend Investor Weekly Update
Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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Cabot Small-Cap Confidential Weekly Update
The biggest stories this week weren’t all that different from last week, namely supply chains, interest rates/inflation, and Covid. But this week has a decidedly different feel to it, possibly because we’ve added earnings season into the mix and, so far, that’s going well...
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Cabot Marijuana Investor Update
The good news is that the marijuana industry is growing rapidly, with the leading companies continuing with their programs of store openings and acquisitions.
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Cabot Dividend Investor Weekly Update
So far, October has been volatile. There have been strong rallies that quickly become undone in the following days. The market is still even for the month, but it looks very unsteady.
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Cabot Small-Cap Confidential Weekly Update
After a delayed rection to last week’s Fed commentary Treasury yields have shot up (though they are still very low). To put it in mortgage rate terms a 30-yr. refi has gone from around 2.875% to 3.0% over the last week.
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Cabot Dividend Investor Weekly Update
The market had its worse day since March yesterday. The worry de jour was the debt limit. I believe the issue will be resolved long before a default occurs one way or another.
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