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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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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Berkshire Hathaway had to alter its annual meeting this year, but Warren Buffett's company remains strong. Here are 4 Berkshire Hathaway stocks to consider.
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In comparing Coke vs. Pepsi stock, neither soda giant will blow you away. But over the long haul, both are uncannily reliable. Which should you buy today?
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Analysts expect this cloud company to grow by 58.3% this year.
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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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Welcome to Cabot Income Advisor
Welcome to the very first issue of Cabot Income Advisor.
The purpose of this newsletter is to provide you with investment ideas that generate a very high level of current income. The goal is to provide you with a double annual...
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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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There's a lot of mystery and misinformation out there about options trading. Here are five common misconceptions - and what the real truth is.
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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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Shares of this portfolio stock have taken a hit lately on news of a secondary offering of around $170 million, followed by the pricing announcement
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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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The Trend Strengthens!
Canada was first, but the U.S. will dominate. That’s not exactly a surprise, but the evidence is now piling up, most recently in the form of some terrific first quarter reports by U.S. marijuana companies while the Canadians continue to cut and...
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