The new all time high is a significant milestone. Although the S&P 500 hasn’t hit new highs quite yet it is only just about .01% from the mark. The new high is significant because it negates any possibility that we have been in bear...
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The Perfect Isn’t the Enemy of the Good
One reason the market is such an interesting place is that there are always differing opinions even among the smartest and most thorough investors. The late Martin Zweig once said that, if you had 100 market it...
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The tide is changing. The recent perception was that of sputtering economic growth in a market that was panicking about the possibility of a near-term recession. Many of our defensive positions have gone gangbusters in the past turbulent year but I’ll be watching situation...
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The S&P 500 was up 13% for the quarter, making it the best first quarter since 1998 and the best overall quarter since 2009. It’s impossible to predict short-term gyrations in the market, at this point, it looks like a slow slog higher the...
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Canada's stock market has lagged behind the U.S. and emerging markets, but these three Canadian blue-chip stocks are bucking that trend.
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Short Term Remains Murky
Last week on this page we wrote that, while the longer-term outlook remained positive, we were starting to pick up on some cracks in the foundation—the broad market had stopped going up in late February and, despite a push to highs...
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Profit from the Great Global Infrastructure Crisis
Have you ever lost power in your house? I lost power for a week a few years ago after Hurricane Sandy. It was unbearable. My wife and son fled to my mother-in-law’s house and I stayed home mind...
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We have the ideal environment for the relative performance of dividend stocks. You are in the right place at the right time. The portfolio has had another good week and one rating change moving a position back to Hold.
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Higher Prices Ahead
It’s mid-March in New England, which means we’re starting to see signs of spring—birds are flocking back, the gang of wild turkeys in our town are flirting and gobbling, the days are getting longer in a hurry and work boats are moving...
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Despite a slight pullback over the past couple of weeks, the market is showing a slow and steady upward slog. It’s an ideal environment for defensive dividend stocks. For the time being, things are good and the portfolio had another good week. We selling...
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We’re in an environment that is ideal for dividend stocks. And the relative performance of these stocks going forward will likely be the best in many years. Enjoy this update, because you’re in the right place at the right time. No rating changes today.
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The Evidence is Clear
There are many times—we’d even say most times—when the market’s evidence is at least somewhat mixed. Some major indexes might look good, for instance, but others are lagging. Growth stocks may be acting well, but the broad market is iffy. conversely,...
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Cash in on the American Energy Revolution
Do you ever get the feeling that the media focuses only on the bad news? Frankly, since discovering binge watching on Netflix and Amazon, I don’t even watch the news anymore. You have to look beyond the politics,...
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It’s Not the News that Counts
One of the biggest banana peels that many investors slip up on is the desire to focus on the news, be it economic reports, high-profile earnings releases or important political rumors (like the current U.S.-China trade talks). But it...
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After the January market rally, new leading stocks are popping up everywhere. Here are three very different types of new leaders to consider.
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Going According to Script
A punishing, out-of-nowhere, three-month decline that takes apart many popular stocks and sends the indexes reeling. A wave of panic selling at the bottom that produces historic oversold readings and massive pessimism—even though many growth stocks show resilience during the weeks...
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Profit from Our Great Societal Transformation
Markets go up and down. It happens. There will be bull markets and bear markets. Different administrations will come into power. Change is one of the few constants in life and investing.
But certain powerful and ascendant trends will regardless...
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We’re Optimistic
Just three weeks ago the market was on its knees, as the major indexes were down more than 20% from their highs, the average growth stock was in tatters and there were air pockets galore—the final four days of the decline saw Dow...
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Reasons for Hope, but Not for Buying
The market has been a bummer during the past three months, with two massive downlegs (12% to 16% during the first three weeks of October, and then after some choppiness, another 16% to 18% during the first weeks...
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Keep Your Powder Dry
Investing isn’t easy, but most people make it far more difficult than it really is. Every day all day, there are commentators and analysts on TV and dozens of articles pumped out by the online financial media dissecting recent earnings (FedEx...
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