With our mix of conservative, growth-oriented and high-yield investments, our portfolio continues to do well. Most of our non-Safe Income stocks are still on Hold, so it’s time to start thinking about becoming more aggressive, if the market becomes more constructive. But we want...
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Another Dow 30 Shakeup is Coming
November brought some significant news about General Motors (GM) and United Technologies (UTX), while General Electric (GE) continues to invite investor inquiries. As our portfolio stocks experience share price recoveries alongside the broader market, in the aftermath of October...
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Approaching Neutral
The major stock market indexes tacked on more losses last week, even though markets were only open for three-and-a-half days and trading was relatively light. The Nasdaq closed the week 4.3% lower, the Dow was down 4.4%, and the S&P 500 lost But...
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The stock market slump that started last week has intensified in recent days, bringing the major indexes back to their October lows. I do have one rating change today, selling one third of a position, but the rest of the portfolio is in shape...
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After spiking last Wednesday, the major indexes have, predictably, pulled back over the past week. The market is likely to try to shake out weak hands a few more times before starting a sustained new uptrend. I have no rating changes today, but on...
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The market has rallied since the last update; all sectors except for utilities are higher over the last five days. Materials, energy, financial and consumer discretionary stocks have led the rebound. While it’s certainly possible that the end of October marked the end the...
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Apple (AAPL) Redux
Welcome to November, holiday season, winter’s coming, and mid-term elections! As if a stock market correction wasn’t providing enough excitement…
Today I’m doing something slightly different. I normally feature one stock from each of our three portfolios in the monthly issue. Today of...
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Ready For Whatever Comes Next
The stock market is trying to pull itself together as October ends. Following Friday’s massive selloff, bargain hunters attempted to take control Monday, but selling pressures overwhelmed the rally and all three major indexes closed lower once again. Yesterday’s had...
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After a mixed performance last week, the market opened significantly lower yesterday, and the Dow and S&P 500 both hit their lowest level since the start of October. One of Cabot’s long-term market timing indicators just turned negative, which tells us it’s time get...
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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...
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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...
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Tesla (TSLA) and General Motors (GM) have had rough patches of late, but both stocks have plenty of appeal. So let's compare TSLA vs. GM stock.
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The stock market managed to tread water for most of September but we’re seeing some renewed rotation as we start October. Selling is prevalent in growth stocks the past two days but the portfolio is holding up just fine with the short-term volatility. have...
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General Electric: Still a Hot Mess
This week, General Electric (GE) announced that, after a brief tenure, CEO and Chairman John Flannery is being replaced by Larry Culp, former CEO of Danaher Corp. Don’t get all excited about Larry Culp, nor about yesterday’s jump GE’s...
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A Change in Leadership
Despite occasional hiccups, the stock market’s main trend is up. However, the advance has changed character a bit. We’re seeing investors rotate out of the growth stocks that had, until recently, led the market higher, and into more undervalued or names...
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How to Exercise Caution While Riding the Bull Market
Many investors remember that late in the summer of 2017, I cautioned you that the stock market was due for a pullback. At that time, the market had risen steadily since November 2016, and showed sign...
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At New All-Time Highs
The market is strong: the S&P 500 and Nasdaq are at all-time highs, and most stocks and sectors are participating.
The strength of the market made the selection of this month’s new addition challenging. The strong stocks on my watchlist have higher...
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Valuable Investor Tools
If you’re not in the habit of listening to quarterly earnings conference calls, I suggest that you pick one of your stocks, and visit the company’s investor relations page. You’ll likely find their earnings press release, a webcast of the management call...
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Earnings Season Begins
Earnings season has begun. As usual, that means we’ll see larger-than-usual moves in stocks, many of which will turn out to be short term. Don’t overreact, stick to your plan, and be patient—do this and you’ll be fine.
Big picture, the stock is...
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Distinguishing Between Normal Equity Market Corrections, Bear Markets and Recessions
I’m going to make a really simple statement. Please read it three times and tell me if it helps you relax just a little bit:
The S&P 500 index rose 21.7% in 2017, and it’s 1.7%...
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