Sellers Still Lurking
The first three and a half weeks of October were brutal, with the S&P 500 (down 11%) and Nasdaq (down 14%) cascading significantly, turning both our Cabot Tides and Cabot Trend Lines bearish as we raised a boatload of cash. But those...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Another Dow 30 Shakeup is Coming
November brought some significant news about General Motors (GM) and United Technologies (UTX), while General Electric (GE) continues to invite investor inquiries. As our portfolio stocks experience share price recoveries alongside the broader market, in the aftermath of October...
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New market rallies are often led by what I call off-the-bottom stocks. Here are 3 potential candidates for when the market breaks out of its current funk.
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We’re not going to say emerging market stocks are showing any real strength, but there are a few encouraging signs out there—the iShares EM Fund (EEM) has stopped underperforming U.S. markets during the past couple of months, and even during the selloff of past...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Following the second 10% U.S. stock market correction of 2018, stocks are trying to get their footing. We’re witnessing some large daily price swings, especially among energy stocks, which are being buffeted by falling oil prices.
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Over the Falls
During the past few weeks, we’ve seen huge up days, crushing down days, dramatic reversals (like today’s), big earnings gaps (up and down) and a slew of big-font headlines ranging from U.S.-China trade rumors, views from Fed members concerning rate hikes, resignations...
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The S&P 500 index continues to bounce near recent lows, as it slowly works its way through its second 10% U.S. stock market correction of 2018
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Looking (hoping?) for signs of a stock market bottom amid this six-week correction? Here are three under-the-radar signs to look for.
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We’re not going to say emerging market stocks are showing any real strength, but there are a few encouraging signs out there—the iShares EM Fund (EEM) has stopped underperforming U.S. markets during the past couple of months, and even during the selloff of past...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Our portfolio stocks achieved another successful quarter of results, generally pleasing Wall Street with upside surprises as opposed to earnings disappointments or news of corporate difficulties. Nevertheless, 2018 has been a difficult year for stock investors, with the S&P 500 index delivering two corrections...
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Positive Action, but Need to See More
After a hellacious October that saw many indexes, sectors and stocks crash over a three-week period, the past week and half has been a welcome relief. With today’s solid post-election rally, the S&P 500 and Nasdaq have about...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Apple (AAPL) Redux
Welcome to November, holiday season, winter’s coming, and mid-term elections! As if a stock market correction wasn’t providing enough excitement…
Today I’m doing something slightly different. I normally feature one stock from each of our three portfolios in the monthly issue. Today of...
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The market continues its good news/bad news behavior, with emerging market stocks as a whole not doing well but Chinese stocks performing strongly. So, while we don’t have a formal Buy signal, we’re taking advantage of Chinese strength to inch a little deeper the...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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As we continue marching through earnings season, we’ve had 15 companies report thus far, with only one missing consensus estimates by any appreciable amount.
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Trends are Down Until Proven Otherwise
When volatility picks up in the market, often after a sharp decline, investors are bombarded with predictions, many of them dramatically bullish (this is the buying opportunity of the century!) or bearish (another global financial crisis has begun!), in...
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