Other than price changes not much has happened with our stocks since I wrote last week. With our offices closed tomorrow and Friday we’ll all be taking a short break before gearing up for the last month of the year.
Read More
This is probably going to be an unusual Thanksgiving for many of you as we head into the last month of a turbulent year. While the overall market is up only a bit over 10%, there have been pockets that have delivered much, higher...
Read More
From Cabot Top Ten Trader
We’re a bit more encouraged than we were a week ago and, if you had a decent cash position, we think putting some of that to work makes sense. When you combine the positive vibes from the overall market are...
Read More
October was a surprisingly good month for the markets, until the very end, when investors took a rest. But since the election, they’ve come in off the sidelines and the markets are now close to all-time highs. Investors love the idea of a Congress.
As...
Read More
After an insane couple of weeks this one has felt relatively calm. There is still plenty of market-moving news around the election, vaccines, the pandemic’s frightening trajectory, etc. but I think we’ve all become somewhat accustomed enough to alarming headlines – within a range...
Read More
The market is working its way through significant developments on many fronts – U.S. presidential race, raging pandemic, positive vaccine developments – and information overload is causing some intense action in individual stocks.
Read More
Election results seem clear and will have a mixed impact on investor appetites.
Read More
Apple and Amazon are two of the most recognizable names on the planet, and good stocks. Which is the better buy? Let's break down Amazon vs. Apple stock.
Read More
Worried about what will happen to your stocks after today? Seventy years of stock market performance after elections say not to be.
Read More
A day like yesterday can make investors feel like there’s little reason to hang around in this market.
Read More
Markets are choppy, which is normal considering uncertainty is high and we’re less than a week from the presidential election. Today I look at what history can teach us about politics and markets and why it might be a bit different this time.
Read More
Donald Trump's stock market results have been stronger than many expected. Here's how they stack up to Barack Obama's first term.
Read More
Despite the uncertain market environment, plenty of companies have come public this year. Here are the five best IPOs of 2020 (so far).
Read More
Anyway, the market doesn’t seem to be fazed by all the incredible things going on in the world these days. Stepping back, that makes some sense.
Read More
A Joe Biden win is becoming increasingly likely, and that could mean a big bump for infrastructure stocks - these three in particular.
Read More
I don’t anticipate any major changes in our portfolio leading into earnings as I’d prefer to hear what’s new and then go from there. That said, we have a couple of minor adjustments based on stock price action.
Read More
The Explorer portfolio held steady this week, though Cloudflare (NET) broke out with a 42% gain and our newest recommendation, Vipshop (VIPS), was up 12%. A few other stocks moved nicely higher.
Read More
Market volatility has eased a bit this past month, with the Dow Jones Industrial Average gaining almost 1,000 points. The service industry, according to ISM, improved, and the unemployment rate dropped to 7.9% for September.
As you’ll see in our Advisor Sentiment Barometer and Views,...
Read More
The consensus opinion right now is that the market is strong because it’s looking favorably on the prospects of a clear-cut winner in the upcoming presidential election and that the likelihood of another round of stimulus is going up.
Read More
We enter the fourth quarter of 2020 today with a long-term game plan, not a 2-minute drill. The Explorer portfolio had a good week, with all positions advancing, though some more than others.
Read More
