The market has been bouncing decently during the past four trading days, but our Cabot Tides remain clearly negative and most growth stocks are still in steep corrections. Longer-term we're still optimistic the bull market will eventually resume, but until then, we'll be No...
Read More
Market Views
Time to Trim Riskier Options
Most major market indexes were back on the move higher on Monday, led by real estate, consumer staples and utilities. Shares of technology companies were not participating, however. Nor were energy producers. And healthcare companies’ shares were largely combination...
Read More
We've had a fierce six-day selloff, but the market has managed to find support and is rebounding this week. But I still advise caution as things are still dicey. Most of the positions in our portfolio are on Hold, but we're adding one to...
Read More
From Cabot Growth Investor
The market has enjoyed a modest bounce during the past four trading days following a horrific first couple of weeks in October. Overall, the Nasdaq fell from around 8,100 to 7,300 (round numbers), and thus far bounced back to 7,650 or so, just...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
As earnings season unfolds, I’ll be very interested to learn more about the broader capital expenditure landscape. Americans haven’t experienced such a strong economy in many years. And frankly, younger adults have never experienced a strong economy!
Read More
Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo discusses the market's recent carnage and what he's thinking for the short-, intermediate- and longer-term—in short, Mike's still bullish longer-term, but is very defensive here as the odds favor time being needed repair...
Read More
Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo discusses the market's recent carnage and what he's thinking for the short-, intermediate- and longer-term—in short, Mike's still bullish longer-term, but is very defensive here as the odds favor time being needed to the...
Read More
I want to cover three things today: (1) possible reasons behind the stock market swoon, (2) what to expect over the next couple of months, and (3) what opportunities to look for both within and beyond our current portfolio.
Read More
Yesterday brought widespread carnage to the markets, which has carried on to today, but some tech stocks have found support. For now we are going to be watching and waiting, but I want to comment on three current holdings.
Read More
Downpours
September was definitely a month of yellow flags—we saw lots of rotation out of growth stocks, two severe bouts of selling in leaders, and lots of sloppy, volatile action, which often signifies distribution after a long run. As we wrote in our last there...
Read More
Generally speaking, our strategy is to average in on the way up, and out on the way down. That means we need to take one more step today to protect our hard-earned gains.
Read More
The yield on the 10-year Treasury hit its highest level in seven years and remains elevated as this week progresses. This interest rate surge has created some unusual ripple effects across growth stocks, utilities, financials, and energy stocks. Thankfully our diversified portfolio is well...
Read More
Market Views
Looking for a Sharp Pullback
Predicting exactly when the market will bottom is always a random guessing game at best. I offer no forecast as to when, or at what level, the major averages will hit their final lows. Based on the huge in...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
The market was on edge last week and reached a tipping point yesterday on concerns that the 10-year yield has broken well above 3% and could move higher still if the Fed continues to tighten (as it has signaled it will).
Read More
Stocks are churning in place, appearing unsure of how to proceed this month. The Dow Jones Industrial Average finally retraced its January 2018 record high. Will it advance promptly or establish a trading range? If we look back to recent patterns on the 500...
Read More
Investing in a business development company is a high-risk, high-reward proposition for income investors. But there are ways to mitigate the risks.
Read More
REMINDER: The next Cabot Prime quarterly analyst call is Wednesday, October 17 at 2:00 p.m. Eastern Time. It’s free as part of your Cabot Prime membership. Register here.
Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo discusses the market's recent carnage and he's...
Read More
REMINDER: The next Cabot Prime Pro quarterly analyst call is Wednesday, October 17 at 2:00 p.m. Eastern Time. It’s free as part of your Cabot Prime membership. Register here.
Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo discusses the market's recent and...
Read More