There are a couple quick things to cover today. First, the introduction in the email that went out introducing yesterday’s Issue was placeholder text from a past update. I apologize for the error and hope it didn’t seem too random. Second, I’ve received about...
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Market Views
Quiet for Now
Stocks finished a relatively quiet session lower today, after trading on both sides of breakeven amid waning optimism over Friday's partial trade deal between Beijing and Washington. Reports emerged that China wishes to continue trade talks before finalizing the "phase deal,...
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Tyler is selling one stock.
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There’s been a variety of news pertaining to airlines, and also to the Boeing 737 MAX jet problem, in recent weeks. It can be hard to know which industry-specific stocks to own and which to ignore. I always use profit growth as my line...
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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 Friday’s surge higher by the broad market was a powerful sign that the lack of progress by growth stocks in recent months might be over, and for that reason alone, we are raising our market gauge one notch neutral...
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This week’s update is both early and much shorter than normal.
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The market has been changing faster than the weather here in the northeast. And like any big change it’s been a bit tough to navigate.
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The markets have been quiet, heading into earnings season, which begins next week with financial stocks and a couple of our stocks move to Buy recommendations today after recent pullbacks.
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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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THE BIG IDEA
There are over 100 million people around the world suffering from obstructive sleep apnea (OSA), a condition in which a partially blocked airway prevents airflow to the lungs when a person is asleep. The typical length of a breathing pause is seconds...
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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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I’m going to go off on a little tangent this week to share something with you that I think will help put this market, and the action in our stocks, into context.
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The S&P 500 index continues to act well, rising to new highs in July, conducting a very orderly pullback in August, and rebounding in September. To my eyes, the price chart still looks strong.
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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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For the first time in a while we’ve had a relatively calm week. On average, our portfolio is unchanged from last Thursday’s close.
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Market Views
Shifting to Value
We have a lot of market analysts who are at a loss to understand the rotation(s) that have enabled stocks to work higher (and challenge highs) even at the risk of crying alarms. The hedgers and many technicians do so, the...
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Oil prices are volatile now that about half of Saudi Arabia’s oil production is temporarily curtailed. Rising oil prices can help oil and chemical stocks, and hurt airline stocks.
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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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Looking at the broad market, it seemed like a calm week. Even a good week! The S&P 500 moved up near all-time highs and even the languishing S&P 600 Small Cap Index broke out of its funk and shot up near 2019 highs the...
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