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...
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Markets steadied this week as the political situation became clearer and prospects for Covid-19 vaccines becoming available in the first half of 2021 seem more promising. The Explorer portfolio performed well this week, with a couple of ideas breaking out to new highs.
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Election results seem clear and will have a mixed impact on investor appetites.
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Bruce is selling three portfolio stocks.
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It appears that we will have a sharply divided government in Washington, which Wall Street initially is taking as a positive. A better way of putting it is that it could have been much worse for investors.
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We're selling this portfolio stock with a 54% profit since its December 2019 recommendation.
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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.
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Stocks trading on U.S. markets faced some resistance as hopes for some sort of stimulus bill fade and as mixed earnings report begin rolling in. A key question is whether the pandemic boom stocks will have the revenue and earnings growth to support sharp...
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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.
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Chart is an interesting company, for sure, and we would be happy to buy again at much lower prices.
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The Explorer portfolio had another positive week, as the market is hostage to enacting another politically difficult stimulus package. Count me as skeptical. Stay-at-home stocks are leading the market while economic-recovery stocks struggle.
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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.
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This software company is forecasted to grow at a rate of 13.8% next year.
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That tech stocks would cool a bit has been one of my key themes over the past few issues; and September has seen it come to pass.
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The trend favoring highly scalable, high growth U.S. technology stocks is unlikely to change in the near future but diversifying into different countries and sectors is a good idea as we move into the fourth quarter.
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Markets were abuzz this week with talk of a “tech meltdown,” with Tesla (TSLA) getting hit rather hard on Tuesday, falling more than 20% before bouncing back 10% yesterday.
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With the exception of another nice gain by NovoCure (NVCR), this was a quiet week for the Cabot Global Stocks Explorer portfolio as the Nasdaq continues its march, up almost 35% so far in 2020.
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The Cabot Global Stocks Explorer portfolio had another good week, with four stocks all making major moves.
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2020 has surely been one for the record books—the sharpest selloff in history from a record high to a bear market and then the sharpest rebound in history from a bear market to a new record high.
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Markets are showing great resiliency as the S&P 500 nears a record and stocks have risen all but one day in August. Optimism about an eventual stimulus bill and the prospect of declining Covid-19 cases and a vaccine are still supporting the economy markets...
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