From Cabot Top Ten Trader
All in all, the evidence has improved somewhat over the past week, based on the positive new-low divergence, the continued pessimism and the initial breadth of the rally. Consider it a good first step. But it’s still best to positioned...
Read More
Some Short-Term Signs of Spring
We can’t remember a time when the news flow came as fast and furious as it has in recent weeks, from state-wide shutdowns to big market swings to stimulus packages to Federal Reserve actions. That’s why it’s good to a..
Read More
The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
Read More
In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
Read More
The market doesn’t know how long this will last. And that’s why it hasn’t been able to find a bottom. But there has been some very encouraging news in the past week.
Read More
The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
Read More
The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
Read More
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
Read More
Stock Name
Market Cap
Price
Investment Type
BellRing Brands (BRBR)
$600 million
15.23
Growth – Packaged Foods
BlackLine (BL)
$2.76 billion
48.98
Rapid Growth – Accounting Software
Kroger (KR)
$26.9 billion
34.19
Steady, Slow Growth – Grocery Store
Survey Monkey (SVMK)
$1.5 billion
10.67
Rapid Growth – Survey Software
Sunnova (NOVA)
$624 million
7.43
Growth – Solar Panels & Storage
Searching for Turnip Shoots on a Scorched I..
Read More
Remain defensive. There are certainly indications that a countertrend rally could start at any time, so we’re not anxious to raise more cash, but we’re sticking with the trend, which remains down. In the Model Portfolio, we have no changes tonight—we’re holding four stocks...
Read More
Because of all the craziness out there I’m pushing back the stock section of this week’s update to tomorrow.
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More
Going Defensive
In light of today’s negative reaction to the Federal Reserve’s so-called “Emergency” rate cut to 0% on Sunday (in reality, a panic move), we are advising additional defensive adjustments to our Model Fund Portfolio, reducing allocations to Energy and Consumer Discretionary ETFs increasing...
Read More
The quarter’s revenue surged in their Europe and licensing businesses, and lagged in their Americas Retail, Americas Wholesale and Asia businesses.
Read More
Fear of the spread of a new virus has devolved into an economic disaster, at least in the short term.
Read More
Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
Read More
We’re taking another step to adjust our market exposure today.
Read More
Business leaders like Amory Houghton and Whitney MacMillan are why America will bounce back from the coronavirus pandemic.
Read More
