The Big Idea
For the last nine months the world has been mostly focused on the Covid-19 pandemic and the related importance of testing, treatments and, hopefully, an effective cure in the form of vaccinations.
But while the pandemic has taken center stage in 2020 remains...
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The bull market is alive and well, as investors look forward to vaccines that enable economic reopening. So I continue to recommend that you be heavily invested in a diversified portfolio of stocks.
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From Cabot Top Ten Trader
We’re a bit more encouraged than we were a week ago and, if you had a decent cash position, we think putting some of that to work makes sense. When you combine the positive vibes from the overall market are...
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The bull market rolls on, with today’s news about Moderna’s vaccine providing a high-profile reason to be optimistic about reopening the economy.
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This portfolio stock reported Q3 results yesterday that came in ahead of expectations.
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Tyler reports on three stocks in the portfolio.
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Full Steam Ahead
Well, it took an additional four days after election day for a winner to be declared, but on Saturday, Joe Biden was officially projected to be the 46th U.S. President.
The race was a lot closer than many anticipated, and President Trump challenging...
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The market continues to react to the good news on the vaccine front, but growth stocks continue to suffer. Today we’re taking another incremental step to wind down some of our exposure.
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The news that Pfizer has a promising Covid vaccine, combined with the weekend news that Biden/Harris won the presidential election, triggered a wave of buying (and selling) on Wall Street this morning, rewarding both large caps and small caps while penalizing (at least stocks...
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The U.S. and the world has cleared two of the biggest hurdles of uncertainty out there. I am, of course, talking about the U.S. presidential election and the Pfizer and BioNTech vaccine news.
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The Big Idea
The cell and gene therapy market is one of the fastest growing and most exciting areas of medicine. Analysts see it growing at an average clip of 30% through 2025, powered by expected approvals of more therapies over the next five are...
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With the election tomorrow a nearly universal concern, my optimistic expectation is that it will quickly pass, and investors’ attention will revert to what really matters—growth and valuation.
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Tyler recommends selling one stock and gives earnings updates on five more.
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Altria (MO) is the rare stock that offers a combination of dividend growth and high yields. And that's what makes it a dividend king.
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We're selling one stock and buying another half on two others.
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The overall investing environment remains positive, though recent weakness in growth stocks in particular means buyers of aggressive stocks should favor low-risk entry points.
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Some of the best stock performers throughout history have been what are known as “follow-on” opportunities—companies that thrive as a secondary effect of some major change going on in the world.
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Going Contrarian
Ideally, I like to look for companies that are operating in industries with secular tailwinds and long runways for growth (think Liberated Syndication or P10 Holdings).
I usually don’t like to invest in overly cyclical industries because a lot is out of the control.
However,...
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The overall investing environment continues to improve, with our intermediate-term trend-following indicator now back in positive mode and growth stocks in particular seeing strong buying.
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Officially, Cabot’s trend-following indicators now tell us that the intermediate-term trend of the market is down—and this means it’s prudent to increase your cash position, while leaning toward caution in new investments.
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