These 5 Large-Cap Stocks are Immune to Coronavirus
Want a bit of actual good news in the wake of Monday's market implosion? These six large-cap stocks have thrived amid the ongoing coronavirus crash.
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market rally Archives
Cabot Growth Investor 1442
Some Short-Term Signs of Spring
We can’t remember a time when the news flow came as fast and furious as it has in recent weeks, from state-wide shutdowns to big market swings to stimulus packages to Federal Reserve actions. That’s why it’s good to a..
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Cabot Small-Cap Confidential Weekly Update
The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
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Cabot Small-Cap Confidential Weekly Update
As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
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Cabot Growth Investor 1441
The Coronavirus Crash
We’re not big into labels when it comes to investing, as too many tie their decisions to them, but we think it’s fair to say the action since late February has been a rolling crash, as the indexes have plunged 26% 32%...
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Cabot Small-Cap Confidential Weekly Update
To say that the coronavirus has infected the stock market would be to state the obvious. Less obvious is the answer to the question; what’s the antidote?
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Cabot Growth Investor 1440
Correction in Full Force
The coronavirus and its impact on the economy had been making a few headlines in recent weeks and impacting a handful of stocks, but this week, perception has changed in a big way, crushing the major indexes and most stocks. get...
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Cabot Small-Cap Confidential Weekly Update
The only news anybody seems to care about is the coronavirus. While that’s clearly a concern and not something to take lightly, I don’t think it changes the bigger picture trend that stocks are the place to be over the coming years.
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Cabot Small-Cap Confidential Weekly Update
Regarding the here and now, we’re starting to see signals that we could have a market dip, which would be entirely normal given that it’s only had two small retreats since stocks began racing higher in September.
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Cabot Growth Investor 1439
Positive—but not Pounding the Table
Every morning when I open my laptop (yes, I do all of my work and research on a MacBook Pro—keep it simple!), I like to flip through a handful of charts of the major indexes and some key stocks get...
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Cabot Small-Cap Confidential Weekly Update
Individual stocks continue to move around based on earnings reports and, for the most part, things appear to be quite good. Many management teams aren’t yet sticking their necks out and issuing rosy guidance for 2020, and that’s causing a few dips here there...
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Cabot Small-Cap Confidential Weekly Update
Back to the market, there’s more good news than bad from my perspective. Employment and hiring are good, the lessening of tariffs on $75 billion worth of U.S exports to China is good, interest rates remain low (many economists see a rate cut too)...
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Cabot Growth Investor 1438
A Bull Market Breather
Despite a huge run and many signs that risk was elevated, the market was doing a great job shrugging off some high-profile worries in January (Iran, impeachment), soaring to new highs day after day. But the coronavirus and its impact...
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Cabot Small-Cap Confidential Weekly Update
As far as the market goes, there’s no doubt this coronavirus has thrown a wrench into things.
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The Long-Feared Stock Market Pullback Has Arrived. And that’s a Good Thing
After rising rapidly for three-plus months, the long-feared stock market pullback has arrived. Here's why it's the best thing for your portfolio.
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Cabot Small-Cap Confidential Weekly Update
The message this week is to stay invested but don’t go crazy on the buy side and don’t get scared on the sell side. Just be measured and try not to do anything that’s uncharacteristic of what you would do in a “normal” market.
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Cabot Small-Cap Confidential Weekly Update
The big thing on most investors’ minds is whether or not this market can go higher.
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Cabot Growth Investor 1437
Just Because It’s Unusual Doesn’t Mean It’s Wrong
The year is just over two weeks old, but we’ve already been subject to the Iran attacks, a Phase 1 trade deal with China, and soon, an impeachment trial in the Senate. Accompanying those are countless pieces...
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Cabot Small-Cap Confidential Weekly Update
The market is off to a superb start to 2020 with many growth sectors finding their groove and ripping higher. The S&P 600 Small Cap Index continues to trade above the all-important (my opinion) 1,000 level and we’re seeing participation from a wider of...
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Cabot Growth Investor 1436
Happy New Year
The calendar has flipped to 2020, but nothing much has changed with the market’s evidence. On a longer-term basis, most primary indicators, such as our Cabot Trend Lines and Cabot Tides, continue to look great, and we’ve written numerous times a..
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