The Big Idea
We’ve enjoyed tremendous success investing early in off-the-beaten path insurance brokerage companies.
This success is due, in large part, to selecting technology-enabled companies with business plans developed around efficiently capturing, and keeping, clients.
These companies include Goosehead Insurance (GSHD) and Everquote (EVER). Both rapid-growth,...
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Why are markets continuing to move upward in the midst of economic and political upheaval? The short answer is don’t fight the Fed, which has made it abundantly clear that it will do anything necessary to keep this economy and market moving.
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The S&P 500 is now up over 40% from the bottom in March and less than 10% from the all time high. Forget about a bear market. It’s not even a correction any more.
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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.
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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...
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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...
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From Cabot Top Ten Trader
Last week saw some vicious rotation early in the week, with the super-strong growth names coming down to earth while money gushed into cyclical sectors, but the leaders stabilized as the week wore on and the broad market remains too...
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Once again this week, the real action came under the surface—last week’s modest rotation out of growth stocks and into the broad market turned into a gusher on Tuesday and Wednesday morning, with high-relative performance stocks getting hit very hard while cyclical areas surged.
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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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In the market, there seems to be some rotation going on. Or at least that was my sense of things over the first two and a half trading days of the week.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Crista updates three portfolio stocks and has one rating change.
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We have no changes in the Model Portfolio tonight, but we’re sending a special bulletin given the wild action in growth stocks over the past two days.
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The stock market rally is now more than two months old. The S&P 500 has rallied 35% since March 23 and is now just about 10% below the all-time high.
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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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Why is the stock market rallying while the economy is caving? The answer is fairly simple. But it still doesn't explain why the rally has lasted this long.
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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
The good news of this week’s action is that the intermediate-term trend, which was on the fence a week ago, is in much better shape—all five major indexes we track are solidly above their lower (50-day) moving averages, and it would probably take 6%...
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