Uncharted Territory—But We Have A Compass
As of Monday, we’d experienced the market’s quickest 30% drop ever. Just 22 days from top to bottom.
Yesterday, the Dow had its best up day in 87 years—up 11%!
And tomorrow?
Well, as the headline says, we’re in uncharted territory. one...
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Where’s The Bottom?
I’ve been through a lot of nasty markets in the 34 years I’ve spent at Cabot—some of them infamous, like 1987 and 2000 and 2008, and some of them less so, like 1990 and 1997 and 2002—and while I can’t say found...
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Coronavirus Takes Center Stage—and Marijuana Stocks Don’t Care!
I’m in no way a medical professional, so I have nothing useful to say about coronavirus that you haven’t heard elsewhere. But I do have a few thoughts on how the market has reacted to this than...
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Want some socially responsible investments in your portfolio? There are some odd, uber-specific ETFs out there these days.
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To Answer the Question, "What is Value Investing," Consider Stocks That Are Undervalued
Finding value is all about buying something at a discount to what it’s actually worth. So, what is value investing? The same is true.
Sometimes factors can cause a stock to get down...
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Ready For The Big Rebound
The end of the year always brings opportunities for investors who want to speculate on which stocks will rebound best, and this year, there’s no question that cannabis stocks, which are down 46% since the start of the year, near...
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The Smart Money is Moving In
It’s common knowledge among experienced investors that the price of a company’s stock, at any one time, is imperfectly related to the company’s actual value.
Other factors that affect the price include estimates of the company’s future revenues, earnings profit...
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You know Apple (AAPL), Amazon (AMZN) and Netflix (NFLX) are good stocks. But the best stocks are often companies you've never heard of. Here are 10 of them.
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Our first idea is a high-yielding investment company, which has a current dividend yield of 5.01%, paid quarterly.
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It isn’t a self-driving car or an internet start-up, but this boring retailer is an undervalued stock with tons of upside.
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After a four-and-a-half-year bear market, gold stocks are back with a vengeance. If you own gold stocks, here’s what I would advise doing with them.
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The S&P 500 index is having an orderly pullback, after rising for three weeks. In that light, we’re not likely to see a lot of portfolio action this week. Looking out over the next four weeks or so, these buy-rated portfolio stocks appear to...
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Getting to the market today—first we had the August 24 bottom, a month later we had the retest, and now we’ve got a rally that, while it’s not perfect, is certainly creating some winners. I think selective buying is okay. But what buy?...
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The Buyback Letter is intended for experienced investors who understand the risks, costs, consequences and mechanics of investing. The Buyback Letter carefully analyzes each buyback stock and each buyback company, separating rhetoric from reality. The editor pores over announcements, scrutinizes quarterly and annual and...
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The Green Investor is a monthly, online newsletter that guides people toward investing in companies leading the way to a green economy. Published since 2002, this trusted source helps individuals and analysts identify and invest in companies large and small, across the full of...
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In last week’s column on the twin topics of The Individual vs. the State and Inequality, I mentioned that beginning in 2017, the SEC will require public companies to disclose the ratio of their CEO’s annual compensation and that of the median employee—and asked...
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The top five holdings of this retail fund are Hawaiian Holdings, Inc. (HA, 3.54% of assets); MarineMax, Inc. (FL) Common St (HZO, 3.46%); U S Concrete, Inc. (USCR, 3.13%); Shoe Carnival, Inc. (SCVL, 3.09%); and Stein Mart, Inc. (SMRT, 3.06%). And the shares Goldman...
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A value hunter like Benjamin Graham might be overjoyed by the number of companies entering a "buy" range in the current market. 1/17/08
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Companies that fit in these three simple categories are often the ones that can make you money long-term.
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The heart of the Contrary Opinion Forum is the talks by some of the best independent thinkers in the investment business.
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