Growth stocks remain very strong, and our market timing indicators remain positive, so you should remain mostly bullish. Of course, you should also keep your feet on the ground, as there’s little doubt things are fairly frothy here so some potholes could occur any...
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Stocks produced one of their strongest quarters in living memory, with the S&P 500 returning 20.5% in the period ending June 30. The index has nearly fully regained its previously-lost value, declining only 6% for the first half of the year. Investors frequently how...
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How to Learn More about the Companies You Own
As the new Chief Analyst for the Undervalued Stock Advisor, I’d like to thank you for reading this month’s letter. I know you have many sources of investment ideas and advice, and I appreciate your in...
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You should remain bullish and flexible. Most of the evidence remains positive, including the trends of the major indexes and action of leading growth stocks.
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There have been so many changes in 2020, it pains me to heap another change onto your laps, and yet it is time for me to do so. I’ve implemented the next phase of my longtime career plan by establishing a U.S. equity fund...
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Stock Name
Market Cap
Price
Investment Type
Bill.com (BILL)
$5.69 billion
76.57
Rapid Growth – Software
OneWater Marine (ONEW)
$312 million
21.43
Growth – Boats
Purple Innovations (PRPL)
$935 million
17.34
Rapid Growth – Mattresses
SelectQuote (SLQT)
$4.52 billion
27.26
Rapid Growth – Insurance Broker
Tela Bio (TELA)
$219 million
19.18
Rapid Growth – MedTech
Keep An Open Mind
If this year has taught us anything it is the...
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Right now, U.S. stock markets are surging, largely due to the Federal Reserve’s bond-buying binge. As bond prices rise from the increased demand, bond yields fall (and they’re tremendously low).
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Remain bullish, but pick your spots. Today was a very brutal day, but it hasn’t changed the evidence, at least not yet—our trend-following measures are still bullish and, along with the recent blastoff indicators, tell us the odds still favor higher prices ahead further...
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From an investor’s point of view, I will be cautious about owning P&C insurance stocks. We won’t know the cost of all the damage until second and third quarter earnings reports, but you can be sure that profits will suffer.
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How to Monitor Future Trouble in the Housing Market
U.S. stock markets continue to rise, carrying the majority of our portfolio stocks upward. There’s price resistance on the S&P 500 index at about 3,200, so that’s where I will anticipate an end to the run-up...
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Remain optimistic. Growth stocks have had a tough week, but the selling hasn’t been abnormal, few (if any) have broken down and today’s stabilization for many is a good sign.
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The S&P 500 Index and the Dow Jones Industrial Average began new run-ups yesterday, while the NASDAQ Composite Index continues its uptrend. I’m glad that investors are continuing to make money during this market rebound.
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Stock Name
Market Cap
Price
Investment Type
DraftKings (DKNG)
$9.2 billion
29.57
Rapid Growth – Sports Betting
Enphase (ENPH)
$8.4 billion
67.02
Rapid Growth – Solar
Formula One Group (FWONK)
$7.6 billion
31.17
Growth – Auto Racing
GFL Environmental (GFL)
$5.8 billion
17.78
Rapid Growth – Waste Services
Viela Bio (VIE)
$2.7 billion
54.21
Clinical Stage Biotech
Dot Com Bubble 2.0 or Rational Exuberance?
When then-Fed Chairman Alan publicly...
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In keeping with last week’s comments, the stock market continues to show a willingness to rise in the near term. More than any other industry, oil refining stocks offer strong upside, including two within our portfolios.
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The market’s evidence has worsened some this week—our Cabot Tides are now on the fence as the broad market has softened.
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The stock market continues to exhibit a willingness to rise in the near term. I’m seeing constructive price chart patterns on both the S&P 500 index and on many individual stocks.
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Caution: Rough Seas Ahead
As the stock market recovers from the steep downturn in March, I’d like to stress that this downturn bears no resemblance to any previous stock market downturn. It wasn’t created by corporate excesses or a housing bubble or any specific problem...
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The overall market continues to look good, though this week we’ve seen most growth stocks take hits as money has flowed into the broad market.
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I’ve been receiving questions recently that essentially ask, “Why did this stock go up when the company reported bad news?” and “Why did this other stock go down when the company reported good news?”
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All of our portfolio stocks move to a Hold recommendation while U.S. stock markets react to turmoil in energy markets. I expect more downside to U.S. stocks in the coming days.
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