Cabot Stock of the Week 332
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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The big news this week was, of course, the swearing in of President Biden and all the associated stories about the transition. Fun fact – portfolio holding Everbridge (EVBG) supplied its Mass Notification system to help keep Washington, D.C. area residents and visitors safe and in...
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As value investors in a remarkably robust (exuberant) stock market, full valuation impels us to want to sell a stock. Such is the case with General Motors. On most conventional metrics, the stock is fairly priced. Through the courtesy of several friends, we’ve some...
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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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Taking Things on a Stock-by-Stock Basis
We believe one of the main reasons our system has proved durable is that it doesn’t focus on just one or two factors, but incorporates things from different angles. For instance, when selecting stocks, we’re not only looking charts...
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As we near the end of the second week of 2021 and approach inauguration day, the market is barreling full steam ahead, seemingly unaware of the dung piles that are consistently thrown in its path.
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Most stocks on the Cabot Undervalued Stocks Advisor recommended list had strong performance this past week. Part of the strength was perhaps due to money managers’ general optimism that seems to brighten with turn of the calendar. With last year’s bonuses firmly in bag,...
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A Goliath of the Dawning Digital Age
Are you sick of hearing about the virus and the election? I know I am. But there’s good news. As hard as it may be to believe, these current obsessions will fade away, and soon. As the from...
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The first week of the year saw buyers dominate, pushing the major indexes to higher heights on most days. Thus the major uptrend is intact, but extended, which means this is probably not the best time to buy an aggressive growth stock.
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After closing out 2020 with a bang, delivering profits that were inconceivable in the depths of the March selloff, the broad market turned down today.
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I’m sending this week’s update out a day early because I have a window to work now with the kids somewhat entertained with Christmas presents. And it’s always nice not to load up our team with communications the day before a holiday (Cabot closed...
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Happy New Year
It’s been a long, strange 12 months, but it’s also been a very prosperous period, at least for growth investors—with one day left in the year, the Model Portfolio is up around 60%, easily besting most major indexes. Happily, that builds our...
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With the turn of the calendar only a few days ahead, just about every investor is mapping out their market views for the coming year. Some do this formally, like Wall Street brokerage firms who publish their opinions on where the S&P 500 interest...
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We’re mixing things up a little this week and next and going with very brief Weekly Updates.
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The Cabot Undervalued Stocks Advisor has an investment horizon that is generally one to two years. As long as our companies are making fundamental progress, we’re comfortable with waiting for periods that easily extend past December 31st. However, the market doesn’t necessarily share that perspective. many...
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A Great New Year for Dividend Stocks
It sure has been a crazy year to say the least. Normally, I hate to see years pass because I don’t like getting older. But in this case I’ll make an exception. Good riddance 2020, and take pandemic...
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As we approach the year-end, market trends remain strong (notwithstanding today’s opening action), and odds are that the strength will continue a little longer, as our tax laws favor delaying profit-taking until the new year.
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Into the Homestretch
We’re past the halfway point in December, which means many of us have other things on our minds, be it getting out the snow shovel (a foot of snow hit the ground here last night), buying last-minute gifts or perfecting your eggnog-based...
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The market continues to grind higher and the small cap index, which we haven’t talked about in forever, is finally opening up some white space above its pre-pandemic high. In fact, the S&P 600 Small Cap Index is, at this very moment, trading an...
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It’s been said that the four most dangerous words in investing are “this time, it’s different.” The stock market’s behavior is clearly pointing to things being different this time.
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