Cabot Global Stocks Explorer 699
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More
December: Time for a Portfolio Shake-Up
Here we are in December, an interesting time in the stock market, as excessive price movements culminate, often reversing course in January. On the bullish side, you may have owned stocks that rose an abnormal amount, all year We...
Read More
As we wrote a week and a half ago, there’s no Top Ten issue today—one of our two weeks off (50 issues a year). But we don’t want to be too out of touch, which is why we’re sending this brief update today, on...
Read More
An Amazing Opportunity from the 5G Revolution
The world is about to change in a major way. So much so that you may look back ten years or even five years from now and realize how profoundly different things are since 2019.
Identifying change is to...
Read More
Today will be an important day for our retail apparel stocks.
Read More
Given the straight-up run for six weeks and a few short-term signs of complacency, a bit more uncomfortableness is certainly possible; we’re open to the chance of a passing shower of sorts. And that’s probably a good reason to favor buying on weakness of...
Read More
Both large and small growth stocks continue to advance off their October lows despite all the political turmoil from the impeachment hearings.
Read More
Mostly Sunny, Chance of Passing Showers
Seven weeks ago, the market was getting hit and growth stocks were looking awful. We were definitely cautious, but on this page we also wrote the following:
“We don’t want to sound too negative. It’s still a bull market, we...
Read More
Market: Great. Growth Stocks: Just OK
Ever since the indexes turned on a dime at the beginning of this year, we’ve been leaning bullish on the general market, and in recent months, even as things have chopped around and there’s been an avalanche of we’ve...
Read More
U.S. stock markets, as represented by the S&P 500 (SPX) and Dow Jones (DJIA) indexes, continue reaching new highs. But stocks and stock markets don’t go straight up, even during bull runs.
Read More
The S&P 600 Index just made another run but called it quits at 990 and has turned south.
Read More
It’s been another constructive and encouraging week for the market in our view. As we write this morning, the S&P 500 and Nasdaq aren’t up much on the week (0.4% or so), but given that we just had five weeks in a row the...
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More
The stock market continues to reach new all-time highs. I’m very comfortable with current market momentum.
Read More
It's been a decent week for the market, though nothing amazing—just about all major indexes are up 0.5% or less after hitting or approaching new highs in recent days.
Read More
I wasn’t expecting that of the seven companies we had reporting Monday through Thursday this week that the average gain would be nearly 9% though. What an intense week. As you’ve no doubt noticed, our portfolio has done well this week.
Read More
A CORNUCOPIA OF TRADING & INVESTING IDEAS
Two stocks are leaving the Buy Low Opportunities Portfolio today as they near their price targets: Alaska Air Group (ALK) and Synchrony Financial (SYF). While researching stocks that might join our portfolios, I came across half a It...
Read More
THE BIG IDEA
In its 2017 infrastructure report card the American Society of Civil Engineers (ASCE) gave America’s infrastructure a grade of “D+”.
America received the same grade in 2013. That was an improvement over 2009 (and 2005) when we received a “D”.
Suffice to say, room...
Read More
It’s been another decent week for the major indexes—the S&P 500 and Nasdaq are up in the 1.25% range as of early Friday, with both sitting at all-time highs.
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More