Cabot Dividend Investor Weekly Update
The market still looks strong. But it’s getting a little harder to figure out.
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The market still looks strong. But it’s getting a little harder to figure out.
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This is an unusual environment to say the least. The market is looking ahead to the highest GDP growth in decades as vaccines end the lockdowns and restrictions. And forecasts continue to rise. At the same time, trillions in government stimulus will flood the...
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How about this market? Even with the technology sector still in a funk and the huge energy sector rally abating, the S&P 500 just made a new all-time high anyway.
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Determining a company’s underlying value is difficult, and clearly more of an art than a science.
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Energy and technology are no longer driving the market higher. As a result, the S&P 500 is kind of moving sideways.
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The market looks like it wants to change its stripes and morph into something else. But it’s not there yet.
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What a difference a week makes. It’s been a reversal of fortunes. Technology stocks are soaring and energy stocks are pulling back.
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A Superstar in a Financial Megatrend
This is a wild market. Yesterday’s perennial losers are today’s big winners. At the same time, long dominant technology stocks are taking a beating. Cyclical or open-up stocks are on fire, and for good reason.
The U.S. economy has exceeded...
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Thanks to COVID-19, the number of debt burdened companies is rising, as is the default rate. Here's how to protect your portfolio.
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The market has gotten a little choppy and interest rates are to blame. At least, that’s what they say. The market indexes fell last week and have been all over the place so far this week.
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We’re watching market sentiment gyrate sharply between “the economic reopening will boost earnings” and “the economic reopening will boost inflation”. Both outcomes are likely.
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Earnings have been sensational. Reported earnings for S&P 500 companies have grown an average of 2% in the fourth quarter, compared to an expected -11%.
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Earnings have been sensational. Reported earnings for S&P 500 companies have grown an average of 2% in the fourth quarter, compared to an expected -11%.
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The Market Just Keeps on Going
The bull market keeps raging. All three major indexes just made still new all-time highs. The S&P 500 is up about 20% since the end of October and 78% since the low of last March. How long can keep...
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The fourth quarter earnings season is well under way and the results have been somewhat spectacular so far, and much better than expected.
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With the now-infamous Reddit trades unraveling, and the rebalancing done, the market is free to rebound.
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The market is down today with the Dow falling 400 points so far. It might get uglier before the day is over.
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The market is off to a good start this year and anticipating wonderful things for 2021.
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A Goliath of the Dawning Digital Age
Are you sick of hearing about the virus and the election? I know I am. But there’s good news. As hard as it may be to believe, these current obsessions will fade away, and soon. As the from...
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The New Year is a wild one so far in the market with big up and down swings. The Dow was down big Monday and it’s up big today as bank stocks have caught fire.
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