Wild—but Positive—Action
The healthiest market environment is generally one where most participants are rowing in the same direction—the vast majority of stocks and sectors glide higher (with the occasional pullback or shakeout, of course) as investor perception of the future steadily improves. Even if broad...
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Stay cautious for now as we wait to see whether growth stocks can find their footing (which they’ve done for a couple days in a row now).
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Believe What You See
There are usually a couple of times each year where the market really messes with people, catching the vast majority of investors off-guard. (Remember the old saw: The market does what it has to do to fool the most investors One...
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Be cautious. Growth stocks have been under pressure since early/mid-October, and our Cabot Tides buy signal has fallen by the wayside.
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Riding the Bucking Bronco
Investing in general, and growth stock investing in particular, tends to be very streaky—while many would love for a steady, low-stress increase in their portfolios, that’s not how the world usually works. Instead you get periods of time when the gushes...
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The market took a hit today, which wasn’t totally unexpected; overall, the damage was contained, with the Cabot Tides remaining positive and most growth stocks still in good shape
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Steady Improvement
By the letter of the law, the big-cap indexes remain in the midst of a correction—the S&P 500 sits about 4% off its high, while the Nasdaq is more than 5% below its early-September peak, and many stocks and sectors are being around...
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The market finished mixed today, with the Dow up 36 points while the Nasdaq was up 159 points and most growth stocks acted well.
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Bad News, Good News
Our last issue was titled “Burden of Proof is on the Bulls,” and since then, the buyers have failed to step up to the plate, leading to a worsening of the overall evidence—earlier this week, our Cabot Tides flipped to bearish...
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The market and big-winning growth stocks from this year remain iffy—today’s drop put our Cabot Tides on the fence and many growth stocks are still in a rough patch.
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Burden of Proof is On the Bulls
At heart, we’re students of the market, which means one of the key tools we use is spotting the difference between normal, run-of-the-mill action and abnormal, noteworthy action, the latter of which is what usually causes us make...
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The overall market remains in an uptrend, but we’re seeing more and more unusual action among individual growth names, and thus are making moves mostly on a stock-by-stock basis.
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Has the “Re-Rotation” Begun?
When our last issue went to press, growth stocks were under pressure. It wasn’t an epic disaster, but there had clearly been a change in character, with the initial market leaders (those that burst to new highs in April or May)...
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This week is off to a good start for growth stocks—many of the names that have been acting wobbly during the past couple of weeks bounced decently yesterday and today.
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Growth Stocks Under Pressure
We saw signs growth stocks were ready for a “real” correction in June, but the buyers showed up. And again in July, it appeared the red-hot growth titles were ready to rest—and some of them did—but most enjoyed yet another to...
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Remain bullish, but continue to keep your antennae up. The Nasdaq has pushed to new highs, our trend-following indicators are positive and most leading stocks remain in uptrends, so we’re still in a bullish frame of mind.
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Positive, but Less Powerful
One of the big reasons the market has always attracted us is that it’s a contrary beast, requiring investors to think and perceive things differently than in their day-to-day view of the real world. To the average person who turns the...
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Remain bullish, but don’t get too aggressive. Growth stocks and the market are still in uptrends, so we’re sticking with a heavily invested stance, but many leaders have wobbled of late, the number of stocks hitting new highs has dried up a bit earnings...
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The Music Changes
When I first arrived at Cabot, I spent a lot of time in the summer of 1999 reading through all (yes, all) of the old issues of the Growth Investor (or Cabot Market Letter for you long-time subscribers). One of my stories...
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Growth stocks remain very strong, and our market timing indicators remain positive, so you should remain mostly bullish. Of course, you should also keep your feet on the ground, as there’s little doubt things are fairly frothy here so some potholes could occur any...
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