From Cabot Top Ten Trader
From an overall standpoint, the market’s evidence is mostly unchanged—the path of least resistance for the major indexes and leading stocks are up, though there are many short- to intermediate-term yellow flags with the indexes and most stocks extended the...
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We’re mostly bullish, and are giving our winners room to keep running, but we’re also still looking for decent entry points in stocks that appear to be early-ish in their advances.
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Regarding the here and now, we’re starting to see signals that we could have a market dip, which would be entirely normal given that it’s only had two small retreats since stocks began racing higher in September.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Stock Name
Market Cap
Price
Investment Type
Slack (WORK)
$15.2 billion
27.58
Rapid Growth – Collaboration Software
Sprout Social (SPT)
$995 million
20.22
Growth – Social Media Software
Sunnova (NOVA)
$1.36 billion
16.24
Growth – Solar Panels & Storage
Varonis (VRNS)
$2.80 billion
91.97
Growth – Security Software
Y-mAbs Therapeutics (YMAB)
$1.30 billion
32.80
Development Stage Biotech
How Volatile Is My Stock?
One of the characteristics of early-stage that...
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It is likely that a pullback in the market, as measured by the indexes, is increasingly likely in the near term. But that would be healthy and welcome. And it would set up things better for the rest of the year.
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Positive—but not Pounding the Table
Every morning when I open my laptop (yes, I do all of my work and research on a MacBook Pro—keep it simple!), I like to flip through a handful of charts of the major indexes and some key stocks get...
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Individual stocks continue to move around based on earnings reports and, for the most part, things appear to be quite good. Many management teams aren’t yet sticking their necks out and issuing rosy guidance for 2020, and that’s causing a few dips here there...
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A Perfect Answer for a Precarious Market
Here we are at a brand new all-time high for the market. Stocks shrugged off impeachment and are now whistling past the coronavirus. These are mere speed bumps for a market that seems destined to forge ever has...
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
Read More
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
Back to the market, there’s more good news than bad from my perspective. Employment and hiring are good, the lessening of tariffs on $75 billion worth of U.S exports to China is good, interest rates remain low (many economists see a rate cut too)...
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The Big Idea
Fiber optic components are one of the building blocks of high-speed data and communications networks. This market gets a lot of press coverage and investors are generally well aware of fiber optic component suppliers for the telecom and datacom markets.
A lesser but...
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The market’s snapback has been impressive, pushing our Cabot Tides back to a green light and pulling most stocks up after short, sharp pullbacks.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The Stock Market Will Have A Lingering Cough After The Coronavirus Outbreak
When we all learned of the coronavirus outbreak in China, my first concern was, “Is this a normal flu or pneumonia germ, or is this a plague?”
I’m one of those “worst-case scenario” who...
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