Cabot Stock of the Week 344
The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
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The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
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Charlie Munger has been behind many of Warren Buffett's biggest successes. So when he says these are his 4 favorite stocks, it's worth noting.
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The Big Idea
For over a year we have been forced to hold back from doing so many things we all took for granted.
Now, with vaccination rates rising quickly, spring in the air and summer right around the corner there is massive pent-up demand travel,...
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The market divergence that has been evolving since early February continues, with the Nasdaq in particular looking weak while the more conservative indexes like the S&P 500 remain near their highs.
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While leading growth stocks have been hit hard (and some have rebounded), the major indexes remain in uptrends and cyclical stocks and “reopening” stocks have attracted new buyers.
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The broad market remains in a diverging pattern, so there’s still a very good chance that a long-term market top is being formed.
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Value is Pulling Away From Growth
Value investors have waited a long time for this.
After suffering through one of the worst periods of relative underperformance ever, value is outperforming.
Not only is value outperforming, but it feels like some of the froth is being sucked of...
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My quest to add some growthy stocks with a cyclical dimension and downside protection brings us to our latest recommendation.
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The Big Idea
One of the unsung heroes of the online retail boom is a largely unknown technology – digital printing on fabrics and textiles.
While many traditional manufacturers and retailers of clothes, fashion items and home décor were destroyed during the pandemic, the inverse true...
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While some segments of the broad market have experienced a sharp correction over the past month (growth stocks in particular), the broad market has not fallen apart; in fact, many indexes hit new highs just last week. And, of course, today’s big jump rather...
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With this week’s recommendation, I’m swinging back to the more conservative side with a solid technology company poised for big gains from the 5G communications rollout.
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This week’s recommendation is a small company with no earnings, minimal revenues and a lot of competition.
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The Market is Expensive But Don’t Fight the Tape
Depending on who you follow to get your financial news, you may be aware that the U.S. stock market is quite expensive and there are several warning signs that prospective returns could be weak.
For example, S&P...
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Today I’m swinging back to pure growth with a very interesting stock that has a great story—and no direct competition.
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The Big Idea
There are nearly 6 million men across the U.S. and Europe currently living with prostate cancer. Roughly 625,000 more are added to the list each year. That makes prostate cancer easily one of the most common types of cancer affecting men.
Toss benign...
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The market’s main trend remains up, and thus I continue to recommend that you be heavily invested.
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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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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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