Cabot Dividend Investor Weekly Update
Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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common stocks Archives
Cabot Undervalued Stocks Advisor Weekly Update
A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
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Cabot Stock of the Week 370
Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
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Cabot Growth Investor Bi-weekly Update
As of 10 a.m. ET this morning, the market is solidly green, with a broad advance taking both the Dow (up 386 points) and Nasdaq (up 192 points) nicely higher.
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Cabot Undervalued Stocks Advisor Weekly Update
Last week, we wrote about how lower quality, in both home appliances and tangible money, debases value and is a form of inflation. Today’s note includes some of our current views on inflation and capital markets, and what investors can do to help inflation’s...
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Cabot Stock of the Week 369
Long-term market trends remain positive, but short-term trends have become troubling in recent weeks (last week we sold three stocks), so I’m now recommending scaling back on your market exposure.
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Cabot Growth Investor 1482
Encouraging Bounce, but Need to See More
We’re now about a month into this market correction, which to this point has been relatively garden-variety—from the high in early September to its low earlier this week, the S&P 500 slipped 5.9%, while growth-oriented indexes did bit...
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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 Stock of the Week 368
Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
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Cabot Growth Investor Bi-weekly Update
We’re sticking with a cautious stance—selling stocks that crack, holding plenty of cash and focusing more on capital preservation until the buyers reappear.
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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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Cabot Undervalued Stocks Advisor Weekly Update
Across almost the entire length of the yield curve, interest rates are ticking up. The benchmark 10-year Treasury yield reached 1.53% and may be headed back toward its December 2019 rate of about 1.90%. In an economy that is showing rapid growth, with well...
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Cabot Stock of the Week 367
Last Monday brought the market’s biggest selloff since the spring, but the rebound since then has been impressive, telling us this long bull market is not over yet.
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Cabot Growth Investor 1481
Market Iffy, but Growth Stocks Buoyant
Back when I started at Cabot in 1999, it was the middle of the internet bubble, which itself occurred at the tail end of what was a massive five-year run in the market. Every dip was bought, and need...
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Buying Bonds in Your Value Investing Portfolio
A little known Benjamin Graham strategy for investing that will lead to success is to always buying bonds -- and holding them -- in your investment portfolio.
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Cabot Dividend Investor Weekly Update
Today, markets are rallying as much as they fell on Monday ahead of the Fed meeting this afternoon.
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Cabot Undervalued Stocks Advisor Weekly Update
It’s not news that the stock market has been sloppy lately. After the steady march upward to a doubling of the S&P 500 from the early 2020 low, and a 33% increase from year-end 2019 before the pandemic, one can hardly be disappointed the...
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Cabot Stock of the Week 366
The long bull market continues, despite this morning’s sharp selloff, and thus I continue to recommend that you be heavily invested in a portfolio that meets your investment needs.
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Cabot Undervalued Stocks Advisor Weekly Update
After a stunningly strong market so far this year, with the S&P 500 producing a 20% total return through Monday, the slow grind-down of most stocks since early September has seemed interminable. The 1,100 largest stocks in our 3,000-stock database have declined only in...
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Cabot Growth Investor Bi-weekly Update
The action in the second half of August was encouraging, but as has been the story of 2021, a lot of that move has been erased so far in September—and that goes for just about everything.
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