As I mentioned in yesterday’s issue, we got some bad news on this portfolio stock before the market opened regarding an internal investigation of fraud by the company’s COO and several other employees who apparently significantly overstated sales in 2019.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
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Ironically, China’s blue-chip CSI 300 Index hit its highest point this week since February 2018.
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Monday’s market downturn was a bit breathtaking. First we had a stock market that was overdue for a pullback. Then the coronavirus hit, harming the Chinese economy, which in turn harms every business that sells products and services in China and manufactures products China...
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I had already sensed an opportunity in big oil over the weekend and wrote an article that will appear on the Cabot website in the coming days.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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This week is a reminder that markets don’t always go up. The big surprise was that it took so long for global markets to wake up to the threat.
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The COVID-19 problem, as it pertains to the U.S. stock markets, is compounded by the fact that the S&P 500 index had risen about 12% since October.
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Reliable dividend stocks may seem obvious and boring. But if you buy them and hang on to them, they can make your future. Here are five that stand out now.
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Carl will update the market and our portfolio on Thursday.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The coronavirus continues to make headlines, with this week’s victim being Apple Inc. (AAPL) which announced that 2020 revenues are going to take a hit from the work stoppages emanating from China.
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The markets are demonstrating impressive resiliency in the face of the coronavirus. You can’t fight the market but I remain a bit more guarded since this disruption will have to hit profits down the road for some companies.
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Here’s how I handle my personal stock portfolio when I’m expecting a market correction. When I sell a stock, I put part of the capital in the money market fund, and I reinvest part of the capital into an attractive stock opportunity.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The market seems to be a bit complacent given the risks of the virus spreading rapidly in China and elsewhere but we need to remain a bit cautious. There is some suspicion that China is downplaying the numbers.
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