Cabot Dividend Investor Weekly Update
After pulling back over 8% from the high, the market is having trouble finding any traction. And the selling may not be over.
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Bill Ackman Archives
Cabot Dividend Investor Weekly Update
The raging bull market took a breather. The S&P 500 actually pulled back 7% from the high at the peak of the recent Labor Day selloff. But that seems to be over. The market has since regained some traction and appears to be an...
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Cabot Dividend Investor Weekly Update
Labor Day marks the start of a new year of sorts and a rebirth of seriousness in the collective psyche. The other side of Labor Day is a new ballgame, when investors shake off the apathy of summer and refocus with intensity.
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Cabot Undervalued Stocks Advisor 920
Don’t Fight the Fed?
The U.S. Federal Reserve Bank, called by its colloquial name “the Fed” even on its website, made its informal but landmark policy change official last week. For the foreseeable future, the Fed will keep interest rates near zero, focusing almost on...
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Cabot Dividend Investor Weekly Update
These are the dog days of summer. It’s a rare time of year when a certain degree of slackery is not only tolerated, but expected. People tend to focus on enjoying the waning days of summer. More serious issues and considerations get postponed after...
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Cabot Dividend Investor Weekly Update
After a brief decline in early June, the market has resumed the uptrend that began on March 24th. It has been a spectacular 55% rally in less than five months.
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Cabot Dividend Investor Weekly Update
The horrible second quarter is behind us and a rapidly recovering economy with a very accommodative Fed lies ahead. There are a lot of reasons for the rally and unless investors get scared straight the rally seems destined to continue.
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Cabot Undervalued Stocks Advisor 820
A Few Thoughts on Rising Market Speculation
The stock market continues to favor high-tech “digital economy” growth companies, particularly after the remarkably strong earnings reports from Apple, Amazon and others. The performance spread between “digital economy” stocks and “physical economy” stocks suggest that speculative is...
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Cabot Dividend Investor Weekly Update
So far, earnings season hasn’t had that much of an impact on the overall market. I don’t think investors know quite what to make of this quarter. It’s bad. But everyone knows that going in.
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Cabot Dividend Investor Weekly Update
Every week there’s bad new and good news. This week there is bad news about tensions with the Chinese and good news regarding a European Union stimulus and energy demand. Every week there’s bad news and good news about the virus. The spread the...
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Cabot Dividend Investor Weekly Update
The market is also having a stronger reaction to good news than to bad news. The indexes soared yesterday on news of potential Fed asset purchases, like quantitative easing, to support the economy and the market. Today the market is loving news of trial...
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Cabot Dividend Investor Weekly Update
The S&P 500 soared 46% from the March bottom in about 11 weeks, the fastest such rise in history. It couldn’t keep that up forever and it was bound to falter eventually.
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Cabot Undervalued Stocks Advisor 720
How to Learn More about the Companies You Own
As the new Chief Analyst for the Undervalued Stock Advisor, I’d like to thank you for reading this month’s letter. I know you have many sources of investment ideas and advice, and I appreciate your in...
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Cabot Dividend Investor Weekly Update
While there are growing signs of risk, the market is, as always, difficult to predict in the near term. If it does selloff, that’s okay. Stocks in this portfolio are well positioned to endure further hardship and thrive beyond this crisis. Another down in...
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Cabot Dividend Investor Weekly Update
It’s been another crazy week in pandemic-land. After an interruption last week, the market seems to have resumed its ascent.
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Cabot Dividend Investor Weekly Update
The S&P 500 is now up over 40% from the bottom in March and less than 10% from the all time high. Forget about a bear market. It’s not even a correction any more.
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Cabot Undervalued Stocks Advisor 620
How to Monitor Future Trouble in the Housing Market
U.S. stock markets continue to rise, carrying the majority of our portfolio stocks upward. There’s price resistance on the S&P 500 index at about 3,200, so that’s where I will anticipate an end to the run-up...
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Cabot Dividend Investor Weekly Update
The stock market rally is now more than two months old. The S&P 500 has rallied 35% since March 23 and is now just about 10% below the all-time high.
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Cabot Dividend Investor Weekly Update
We are in the midst of a rally that has continued for about two months. This market seems to want to go higher. While the rally has slowed significantly from the initial bounce off the lows in March, the overall market is still an...
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Cabot Dividend Investor Weekly Update
The S&P 500 has now regained more than half of what it lost in the bear market selloff. We are still in the midst of a six-week rally, although it has leveled off in the past few weeks. What can you expect going forward?
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