Cabot Growth Investor 1489
Well, 2021 is in the books, which we’re happy is the case, as it was far from a fruitful growth stock year—effectively payback for the amazing 2020 environment.
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medical stocks Archives
Cabot Growth Investor 1488
We have most growth-oriented indexes and funds still stuck in intermediate-term downtrends, many former leaders that look awful and very few individual growth stocks really set up for a sustained run.
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Cabot Growth Investor 1487
After the huge market and growth stock selloff into early December, stocks flashed a relatively rare show of buying power—yes, the indexes popped higher, but even better was the under-the-surface action.
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Cabot Growth Investor 1486
As Edward Johnson (the founder of Fidelity Investments) once said in a speech, the market’s music is always changing: Just when you’re used to one thing, the beat shifts.
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Cabot Growth Investor 1485
It’s still a bull market, but there’s no doubt we’re seeing some hesitation following the three-week moonshot off the early-October lows.
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Cabot Growth Investor 1484
After a very solid three-week stretch that brought many growth stocks back to their old highs (or out to new highs), we’ve now seen a couple of weeks of choppy, pothole-filled action.
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Cabot Growth Investor 1483
The market's nascent bounce two weeks ago has morphed into a very impressive rally, led by a gaggle of growth stocks that are acting better than they have since late last year and early 2021. We're not completely out of the woods, and season...
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Cabot Growth Investor 1482
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...
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Cabot Growth Investor 1481
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...
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Cabot Growth Investor 1480
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...
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Cabot Growth Investor 1479
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...
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Cabot Growth Investor 1478
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?...
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Cabot Growth Investor 1477
Can Growth Break Free From the Chop?
In our opinion, there are three main things about the market that make it difficult for most investors to succeed. The first is its contrary nature—oftentimes, many of the same qualities that help you succeed in the world...
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Cabot Growth Investor 1476
Can’t Shake the Sellers
Because most of us are long-only players (focusing our time looking at what to buy, not short), we usually think of things from the perspective of buyers. There’s nothing wrong with that, per se—a lot of my commentary and analysis focused...
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Cabot Growth Investor 1475
Still Tricky, Still Challenging—but Also Still Improving
Through the first half of the year, 2021 has been about as tricky as we can remember, at least for growth stock investors. Rotation and news-driven moves have been the norm, with many leading (or formerly leading) titles...
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Cabot Growth Investor 1474
Still (Mostly) a Meat Grinder
In the last issue we wrote about the baby steps the market had taken since mid-May—it wasn’t anything decisive, but after suffering a ton of damage, growth stocks were slowly improving, with some big-volume rallies, more stocks setting up multi-month...
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Cabot Growth Investor 1473
Baby Steps
Three weeks ago, growth stocks were in ruins, and we don’t think that’s much of an exaggeration—while the Nasdaq was only 8.5% off its high, things like the Russell 2000 Growth Fund (IWO), which we write about later in this issue, sat than...
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Cabot Growth Investor 1472
Biding our Time
It’s been a downer of a three months for growth stocks, so we want to start with a positive note, partially in response to some worried questions we’ve started to get as the sellers really dug in their heels last week: term,...
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Cabot Growth Investor 1471
Back in the Soup
During the past month, the way we thought about what was going on was that growth stocks had finally put themselves into a position to get going after a two and a half month stretch of tough, choppy trading. Instead narrow,...
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Cabot Growth Investor 1470
Seeing More Setups, but Still in the Spin Cycle
Two-plus months ago, speculation was running rampant and most growth stocks had made giant moves over the prior six to nine months. So when the sellers finally stepped up and cracked the intermediate-term uptrend in growth...
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