Prepare yourself for more ups and downs in our medtech & biotech stocks if this debate heats up. I’m not planning to step out of the space since I think this will pass and we can still do quite well with these types stocks.
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From Cabot Growth Investor
The market and especially growth stocks got hit early today, but they firmed up reasonably well in the afternoon as the major indexes finished mostly green. At day’s end, the Dow was up 110 points while the Nasdaq nosed ahead points. The...
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Small-cap discretionary, energy, financials, industrials, technology and materials are all moving higher. That’s a healthy mix, and it’s helped push the S&P 600 Small Cap Index back up near overhead resistance.
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Market Views
Bullish, but Cautious
No basic changes for our overall views of a market capable of extending; but just in a guarded way. It measures higher, as its mostly fully-valued for big-cap leaders; hence vulnerable to shakeouts.
Equity markets, the Fed’s calmer monetary policy, generally to...
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With Apple and Amazon both reporting earnings on Thursday, it's an ideal time to do a tale of the tape on Apple vs. Amazon stock. Which is the better buy?
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The market has been jumping around lately as it digests the Fed’s announcement last week that it expects to hold interest rates steady until 2020 (and just one hike in that year) and would stop shrinking its balance sheet later in 2019.
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Right now, keep new positions small and don’t get fooled into thinking we’re on a one-way conveyor belt higher. If this bull market is to stay healthy and continue, we’ll need to see a pause in leading stocks and some catch up performance areas...
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In many individual stocks I’d say the action is starting to lean more towards frothy, than bearish. That’s why I’ve been pulling on the reins in recent weeks, moving more stocks to hold and suggesting taking smaller positions if you’re buying.
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Market Views
Testing Resistance
Technically, the market experienced a two-week consolidation sufficient to resolve an overbought condition. With the return of some indicators to oversold territory, the S&P 500 could once again be positioned to test resistance above the 2800 level.
Timer Digest, P.O. Box 1688, CT...
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The S&P 600 Small Cap Index has pulled back a bit more after trading up near the high end of my expected trading range last week. We’ll continue to watch this range (900 to 1,000) as I expect the index to bounce around it...
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Small caps continue to move higher so keep leaning bullish, but be mindful that we’re near a resistance area and that it’s equally likely we will see some softness as it is that we will see more strength.
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Small caps keep grinding higher. And many of the stocks in our portfolio are trading at, or near, all-time highs.
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Market Views
Caution Remains
Given that we’re fighting the 200-Day Moving Average; we can set-up for a bit of a pause. But it’s news-sensitive. So, for now, China may be a topic ‘beyond the interim pullback’ discussed as likely in February (or part of it, coming...
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The market continues to look good as stocks are grinding higher with a few normal-looking down days mixed in (like yesterday) to keep investors honest. Average in, spread out your buys across different stocks, and take note of the current trading range and support,...
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As we close out the fourth week of 2019 small caps are looking good.
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Donald Trump's early stock market results have been stronger than expected through his first year in office. How do they stack up to Obama's first year, in 2009?
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The market looks a lot better less than three weeks into 2019.
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In the fourth quarter of 2018 it felt like we all finally succumbed to some festering illness that landed us in the intensive care unit. Thus far, the beginning of 2019 has the feeling of a trip home from the hospital and the of...
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I think it’s fair to say most market observers were not surprised that stocks retreated in late-2018.
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One big picture thing worth mentioning: We’ve all seen various data points about just how bad this market is and how it’s “the worst” in this dimension or that. All of this stuff is just saying what we know—the market stinks and is a..
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