THE BIG IDEA
Let’s talk proteins.
Proteins are the large, complex molecules that do the lion’s share of the work in your cells and are essential for all living organisms. They’re made up of hundreds of thousands of amino acids, smaller units that are attached long,...
Read More
Sellers Still Lurking
The first three and a half weeks of October were brutal, with the S&P 500 (down 11%) and Nasdaq (down 14%) cascading significantly, turning both our Cabot Tides and Cabot Trend Lines bearish as we raised a boatload of cash. But those...
Read More
We all saw U.S. stock markets exhibit exuberance on December 3 and then fear on December 4. I anticipate another strong upward move during the remainder of this week.
Read More
Here's an update on five of our stocks in the portfolio.
Read More
Approaching Neutral
The major stock market indexes tacked on more losses last week, even though markets were only open for three-and-a-half days and trading was relatively light. The Nasdaq closed the week 4.3% lower, the Dow was down 4.4%, and the S&P 500 lost But...
Read More
Over the Falls
During the past few weeks, we’ve seen huge up days, crushing down days, dramatic reversals (like today’s), big earnings gaps (up and down) and a slew of big-font headlines ranging from U.S.-China trade rumors, views from Fed members concerning rate hikes, resignations...
Read More
Looking (hoping?) for signs of a stock market bottom amid this six-week correction? Here are three under-the-radar signs to look for.
Read More
One of our stocks moves to Strong Buy.
Read More
Four stocks from the Portfolios reported earnings.
Read More
Positive Action, but Need to See More
After a hellacious October that saw many indexes, sectors and stocks crash over a three-week period, the past week and half has been a welcome relief. With today’s solid post-election rally, the S&P 500 and Nasdaq have about...
Read More
THE BIG IDEA
A lot of attention is given to the companies that develop blockbuster drugs. Far less attention is paid to those that make the sophisticated manufacturing equipment that allow drugs to be developed, made for clinical trials, then produced at scale when approved.
These...
Read More
I expect a traders’ market through year end. Be wary: just because a stock rebounds nicely this week does not mean that it will maintain those share price gains.
Read More
Ready For Whatever Comes Next
The stock market is trying to pull itself together as October ends. Following Friday’s massive selloff, bargain hunters attempted to take control Monday, but selling pressures overwhelmed the rally and all three major indexes closed lower once again. Yesterday’s had...
Read More
Correction: KLXE
Read More
Trends are Down Until Proven Otherwise
When volatility picks up in the market, often after a sharp decline, investors are bombarded with predictions, many of them dramatically bullish (this is the buying opportunity of the century!) or bearish (another global financial crisis has begun!), in...
Read More
Two stocks in our Portfolio each reported strong earnings beats this morning.
Read More
Today, we're selling a stock from the Growth & Income Portfolio.
Read More
Four stocks in our portfolio's have reported earnings.
Read More
Three stocks in our portfolio's have reported earnings beats.
Read More
Stocks don’t go straight up, right? Unless you began your stock-investing career two weeks ago, you know that stocks bounce around. They bounce upward during bull markets and they bounce downward during bear markets. We are currently experiencing a price correction during a market...
Read More
