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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It's been another good week for the market, though we’re seeing an increasing amount of crosscurrents and rotation—even with this morning’s dump, the big-cap indexes are solidly positive on the week, but the leading small- and mid-cap indexes are flat-to-down.
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Based on the below press release highlighting the agreement for Australia’s Lynas to build a rare earths refinery in Texas, I recommend you sell your MP Materials (MP) position.
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The big news this week was, of course, the swearing in of President Biden and all the associated stories about the transition. Fun fact – portfolio holding Everbridge (EVBG) supplied its Mass Notification system to help keep Washington, D.C. area residents and visitors safe and in...
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Not much has changed with the market’s picture—most stocks (especially cyclical stocks) are very strong, and we’re happy that the Model Portfolio is off to a good start this year after a great 2020. However, things are also quite frothy, few stocks are attractive...
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Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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Stock Name
Market Cap
Price
Investment Type
Arcosa (ACA)
$3.0 billion
62.01
Growth & Value – Infrastructure & Energy
Castle Biosciences (CSTL)
$1.9 billion
81.48
Rapid Growth – Genetic Testing
Certara (CERT)
$5.6 billion
36.60
Growth – Biosimulation Software
Lyft (LYFT)
$15.5 billion
48.94
Rapid Growth – Ridesharing
Purple (PRPL)
$2.2 billion
35.07
Rapid Growth – DTC Mattresses
Still Rallying
As we wade deeper into winter here in Northeast,...
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The market is off to a good start this year and anticipating wonderful things for 2021.
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Over the long run, the S&P 500 has produced an average annual return of about 10% per year. Our aim at Cabot, through our various services, is to do better, and in the long run we do.
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As value investors in a remarkably robust (exuberant) stock market, full valuation impels us to want to sell a stock. Such is the case with General Motors. On most conventional metrics, the stock is fairly priced. Through the courtesy of several friends, we’ve some...
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The broader stock market continues to perform well. In fact, the S&P 500 has gained 12% since the election. This is the most ever (starting date 1950), according to Ryan Detrick of LPL Financial.
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There's plenty of data that suggests the calendar matters when it comes to investing. But should seasonal investing be part of your long-term calculus?
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Overall, the market remains very healthy. Yes, sentiment is a bit high, and yes, valuations are a bit high, but I learned long ago not to fight the trend.
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This is the secret Warren Buffett stock picking formula that has helped investors build long-term wealth and beat the market over and over again.
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Late yesterday Accolade (ACCD) announced it was diving deeper into the telehealth market by acquiring 2nd.MD, a small start-up based in Houston, TX. The acquisition target provides expert medical consultation services to patients, typically at a critical point in the patients’ lives when a second and/or...
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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...
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
What a market! Despite all the noise out there our portfolio’s performance continues to exceed expectations. Our average gain across 30 positions is hovering between 80% and 85% as I write.
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These growth investing rules have been carefully selected as the most important guidelines a growth investor can use in a successful investment program.
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