A Cautious View at the Midpoint of the Year
We’ve reached the midpoint of 2019, which means it’s a good time to take some stock of where we are and where we might be headed for the rest of the year.
In several ways, things pretty...
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Last week’s much-awaited pronouncement by the Federal Open Market Committee (FOMC) turned out to be a big “nothing burger.” I did not personally expect a cut in the fed funds rate.
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Dividend growth stocks tend to come from strong brands with numerous competitive advantages. Here are the three best dividend growth stocks in the S&P 500.
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One stock reports third quarter earnings beat and another moves from Hold to Strong Buy.
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Results of the annual Dodd-Frank Act stress test (DFAST) and the Comprehensive Capital Analysis and Review (CCAR) are due on June 21 and June 27, respectively, after the markets close.
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Adobe Systems (ADBE) reports strong second-quarter results.
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All across America, but especially in the Northeast and the Midwest, Boomers will be putting their homes up for sale, and often leaving those areas for warmer climates.
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We’re looking at economic data that could push interest rates upward (rising food price inflation and business expansion) and we’re also looking at economic data that could push rates downward (GDP potentially falling due to China tariffs, and slowing employment numbers).
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Assessing the Retail Stock Landscape
After rising 25.3% from Christmas Eve 2018 through April 30, 2019, the S&P 500 stock index fell 6.6% in May. A pullback was clearly overdue, and there was plenty of fuel to keep investors on the edge of their Many...
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Abercrombie & Fitch (ANF) reports first-quarter 2019 results.
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The Incredible Opportunity of 5G
Technology seems to provide us with new English words all the time. Nobody ever heard the terms “tweet” or “selfie” or “photobomb” just a few years ago. So many new terms are thrown around that it’s tempting to ignore of...
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Many of our stocks are still recovering from the steep stock market downturn that occurred in the fourth quarter of 2018. As long as their fundamentals (profits, valuation, etc.) remain strong, I’m going to give those stocks some rope and allow them to recover.
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Today, I’m creating a fourth portfolio category within Cabot Undervalued Stocks Advisor: Special Situations. This will be a portfolio for capital gain opportunities that do not conveniently fit into the other three portfolios.
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After rising 25% from its December low to its May high, the S&P 500 index is finally taking a breather. I don’t expect a shocking price drop like we saw in December. Rather, I anticipate the S&P 500 receding to 2,750, which would down...
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One stock announces first-quarter results and M&A activity and moves from Strong Buy to Hold and another announces first-quarter results, a dividend decrease and an intention to separate into two companies.
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One portfolio stock reports a disappointing first quarter.
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Property & Casualty Insurance Stocks Are On My Radar
Today I’m taking the opportunity to remove two stocks from the portfolios, in the quest to (a) pare back the number of stocks in the portfolios and (b) add new stocks to the portfolios. Clearly, two...
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One portfolio stock reported a great first quarter and moves from Strong Buy to Hold.
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One portfolio stock announced a corporate conversion, and three others reported first-quarter results.
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Two of the portfolio stocks each reported first quarter results that beat expectations.
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