We have obviously lived through a very difficult period in the stock market recently, from which most of the portfolio stocks are recovering or have already recovered. Hopefully we will not see another similarly ugly stock market downturn for several years, but there no...
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From Cabot Top Ten Trader
Last week was a solid one for the market, not necessarily in the major indexes but in the action of leading stocks, many of which bounced nicely off key intermediate-term support. Looking at the evidence, the vast majority of is...
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It’s been another constructive week for the market, though that’s not necessarily due to the major indexes, which are barely up (0.25% or so) since last Friday’s close.
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The Perfect Isn’t the Enemy of the Good
One reason the market is such an interesting place is that there are always differing opinions even among the smartest and most thorough investors. The late Martin Zweig once said that, if you had 100 market it...
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You may have noticed that the price of West Texas crude oil is up about 48% since it bottomed in late December.
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The major indexes have had a solid week thus far, with most major indexes up 1.5% to 2.5% after this morning’s modest jobs report bounce.
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The overall market is still in fine shape, but there have been a growing number of yellow flags, including among growth stocks, which came under fire today. As a result, we are selling one position from the portfolio and downgrading another to Hold.
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It’s been a mixed week for the market. On one hand, we like some of the support seen in the major indexes and some key leading stocks this week, especially given the numerous intraday dives that occurred.
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Short Term Remains Murky
Last week on this page we wrote that, while the longer-term outlook remained positive, we were starting to pick up on some cracks in the foundation—the broad market had stopped going up in late February and, despite a push to highs...
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The March flooding in Nebraska and neighboring Midwest and Great Plains states is devastating to farmers, crops and livestock. Consumers can expect prolonged food price inflation that reaches around the globe.
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It’s been a volatile week for the market, with some churning seen earlier in the week, a huge up day after the Fed’s dovish stance, and then today’s big wave of selling on economic fears and a newly-inverted yield curve (as of this morning).
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Remain bullish. The market continues to act well, and while the broad market has been futzing around for nearly a month, our market timing indicators are positive and most leading stocks are in good shape. Only change tonight is putting one position back Buy...
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U.S. stocks markets are now continuing their rebound from the horrendous fourth-quarter 2018 market action. The S&P 500 and NASDAQ indexes look quite bullish, while the Dow Jones Industrial Average (DJIA) lags a bit.
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If you could draw up a reaction to the selling of the past couple of weeks, the past few days would have been it, with the market basically levitating higher all week, including this morning’s pop. As we write, the S&P 500 is 2.6%...
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Higher Prices Ahead
It’s mid-March in New England, which means we’re starting to see signs of spring—birds are flocking back, the gang of wild turkeys in our town are flirting and gobbling, the days are getting longer in a hurry and work boats are moving...
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I’m as “political” as they come, but I don’t make investing decisions based on politics. I make my decisions based on corporate successes (which show up via profit and revenue growth), economic facts (definitely not economic speculation) and stock market trends.
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After a couple of months of strong action, the long-awaited market pullback has gotten underway, and not surprisingly it’s been a bit of a doozy.
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Remain bullish, but take things on a stock-by-stock basis. The market has begun to pull back after a great couple of months, and stocks could easily correct and consolidate further.
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It’s been another relatively quiet week for the major indexes—entering today, the S&P 500 was down 0.3% while the Nasdaq was flat, though of course this morning’s pop is helping the cause.
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I haven’t added any new stocks for a while because we’ve already got 30 stocks in the portfolios. Our current stocks have mostly been rising: the good, the bad and the ugly. However, I always have a good list of stocks that are in...
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