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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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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Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
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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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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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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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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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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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Today’s recommendation is a young, fast grower in a sector that has enormous growth potential.
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This week, we are rolling forward our valuation comments – generally dropping our valuation based on 2021 estimates, where appropriate, while adding commentary based on estimates for 2023. Most analysts project that all of their companies will have higher earnings in future years, we...
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Today’s recommendation is one of my favorite kinds of stocks—a small company that’s not well known but that’s growing fast by making a big difference in a global marketplace.
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What has been propelling adoption of electric vehicles forward and what will power them into the mainstream across the world?
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The Cabot Undervalued Stocks Advisor is on vacation this week, recharging the batteries for what could be a very interesting September and fourth quarter in the financial markets. As such, this week’s edition will be abbreviated in length, although we include our Cisco earnings commentary full...
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As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
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Some time ago, there was a television show with the above title that pulled viewers back into the 1970s. It used that earlier era to create a somewhat unique vibe that inadvertently highlighted how much has changed in our world over the decades.
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As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
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Just reading those words, “climate change,” is almost certain to light up emotions. Regardless of one’s opinions on the degree of urgency and which of a very wide range of proposed policies and actions should be taken, how could words about the end the...
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As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
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The bull market is alive and well, with major indexes hitting new highs just last week.
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The stock market reached yet another record high on Monday, but it just doesn’t seem the same as earlier records. Investors (and everyone else) is starting to wonder if Covid is now endemic – an inherent component of everyday life. Will cases surge the...
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