Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
Read More
The good news is that the marijuana industry is growing rapidly, with the leading companies continuing with their programs of store openings and acquisitions.
Read More
Long-term market trends remain positive, but short-term trends have become troubling in recent weeks (last week we sold three stocks), so I’m now recommending scaling back on your market exposure.
Read More
Encouraging Bounce, but Need to See More
We’re now about a month into this market correction, which to this point has been relatively garden-variety—from the high in early September to its low earlier this week, the S&P 500 slipped 5.9%, while growth-oriented indexes did bit...
Read More
Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
Read More
Last Monday brought the market’s biggest selloff since the spring, but the rebound since then has been impressive, telling us this long bull market is not over yet.
Read More
Market Iffy, but Growth Stocks Buoyant
Back when I started at Cabot in 1999, it was the middle of the internet bubble, which itself occurred at the tail end of what was a massive five-year run in the market. Every dip was bought, and need...
Read More
Monday’s big, sharp market pullback was shocking to some investors, and scary enough to cause many to sell stocks in the fear that the correction would go deeper. It certainly might—the September/October period often brings major corrections—and maybe it should, though should is word...
Read More
The long bull market continues, despite this morning’s sharp selloff, and thus I continue to recommend that you be heavily invested in a portfolio that meets your investment needs.
Read More
Fundamentally, all is well in the marijuana sector as the industry’s leaders continue to grow, both organically and by acquisition. The average rate of revenue growth for the plant-touching companies in our portfolio in the most recent quarter was an amazing 132% from previous...
Read More
Today’s recommendation is a young, fast grower in a sector that has enormous growth potential.
Read More
The Roller Coaster Ride Continues
Back in my younger days I was a big fan of roller coasters—not that it was a regular thing, but whether on vacation to Disney or Universal Studios or just a day trip to a local theme park, I’d hit...
Read More
Today’s recommendation is one of my favorite kinds of stocks—a small company that’s not well known but that’s growing fast by making a big difference in a global marketplace.
Read More
What has been propelling adoption of electric vehicles forward and what will power them into the mainstream across the world?
Read More
Can Growth Break Free
from the Chop (Part II)
Near the end of July, growth stocks had just suffered a big dip earlier that month, with many falling down toward key support areas. But instead of keeling over, many rebounded nicely, including a few leaders moved...
Read More
As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
Read More
As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
Read More
More Good than Bad
In our last issue, we asked the question on this page whether growth stocks could break free from what had been weeks (months?) of choppy conditions—could we see a persistent buying spree among big investors that drives a slew of higher?...
Read More
Most of our stocks continue to build bases, so I remain patient, waiting for a renewed advance by the sector. The standout stock in our portfolio is Innovative Industrial Properties (IIPR), which broke out to a new high last week after a great report.
Read More
As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
Read More