It’s been a relatively quiet week for the major indexes despite some bad news (Iran, big warning from Broadcom today), which we take as a constructive sign following the strong push higher after last Monday’s market low. As we write this, the S&P up...
Read More
With the market having come back strong since its swift retreat in early June the immediate threat of a larger correction has diminished. The S&P 500 index is back above its 50-day line and within a couple percentage points of its all-time high.
Read More
The June market rally has been a ray of sunshine after a dreary May. Is it sustainable? Here are two reasons to think so - and two reasons to question it.
Read More
Our Cabot Tides are yet to flash a green light, and thus we’re content to hold our strong, profitable stocks, but also to keep a chunk of cash on the sideline.
Read More
Our Emerging Markets Timer is still solidly in the bull camp, with the recent pullback being modest compared to the year-to-date upmove.
Read More
The market found its mojo after the Fed vaguely insinuated that it could conceivably consider cutting rates before the end of the year. But it looks like the momentum is gone.
Read More
High-yield dividend stocks are a nice antidote for an uncertain market. But few of them are sustainable. Here are two that are.
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
We’re looking at economic data that could push interest rates upward (rising food price inflation and business expansion) and we’re also looking at economic data that could push rates downward (GDP potentially falling due to China tariffs, and slowing employment numbers).
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
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
THE BIG IDEA
On a whim, I recently reviewed our car insurance.
Something didn’t feel right, so I went online and got a quote from another provider. It turns out they could cover our two cars with essentially the same coverage – for half the was...
Read More
This stock gets crushed on earnings.
Read More
The market started this week with another sharp selloff, continuing the May weakness and bringing the major indexes down 7.65% (S&P 500) to 10.8% (Nasdaq) from their peaks. But since Monday, the action has been excellent, and the major indexes are working on gains,...
Read More
Pieces are in Place
We’re about five weeks into this market correction, and it’s been a pretty nasty one when looking at the major indexes—from high to low, the S&P 500 has fallen as much as 7.6% and the Nasdaq by 10.8%, with small- mid-cap...
Read More
Emerging markets (EEM) and Chinese stocks in particular continue to struggle a bit this week. The EEM is trading right at its 200-day moving average and below its 50-day moving average so the portfolio remains in a defensive stance.
Read More
This recent IPO stock was just named and IBD (Investor’s Business Daily) Breakout Stock, which highlights stocks in or near a buy zone.
Read More
Amidst the uncertainty investors are gravitating toward dividend stocks. You’re in the right place at the right time.
Read More
Market Views
Be Ready for Profit-Taking
I see yields and stocks falling considerably more than this in the months ahead. Likewise, I think gold’s countdown is nearing its end, prior to re-launching in more dramatic fashion its interrupted secular bull market.
But these moves—or at least of...
Read More
The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
Read More
