Cabot Growth Investor Bi-weekly Update
The market and big-winning growth stocks from this year remain iffy—today’s drop put our Cabot Tides on the fence and many growth stocks are still in a rough patch.
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opportunities in emerging markets Archives
Cabot Small-Cap Confidential Weekly Update
The flavor of the market hasn’t changed in the last week, in my view. There is still a sense that many high growth stocks have run too far. I think the lesser-informed general public hears about the recent slide in the mega-caps (AAPL, MSFT,...
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Cabot Global Stocks Explorer 719
The trend favoring highly scalable, high growth U.S. technology stocks is unlikely to change in the near future but diversifying into different countries and sectors is a good idea as we move into the fourth quarter.
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Cabot Stock of the Week 315
Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
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Cabot Small-Cap Confidential Weekly Update
The market has served up a good deal of volatility lately and for the most part our stocks have handled it well (so far).
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Cabot Micro-Cap Insider 920
Take Advantage of Recent Volatility
Over the Labor Day holiday, I was up with my extended family in Arrowsic, Maine. We enjoyed going for a cruise on the Kennebec River and also got in one last beach day. It was also a peaceful setting reflect...
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Cabot Stock of the Week 314
Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
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Cabot Growth Investor Bi-weekly Update
The overall market remains in an uptrend, but we’re seeing more and more unusual action among individual growth names, and thus are making moves mostly on a stock-by-stock basis.
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Cabot Global Stocks Explorer 718
With the exception of another nice gain by NovoCure (NVCR), this was a quiet week for the Cabot Global Stocks Explorer portfolio as the Nasdaq continues its march, up almost 35% so far in 2020.
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Cabot Small Cap Confidential 256
The Big Idea
In the early days of social media people mostly wanted to connect with friends and family members to share stories and a few pictures about their lives. There were also those that wanted to network with colleagues and make connections to land...
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Cabot Stock of the Week 313
The bull market remains in full force, even as various signs (sentiment and charts) caution that a correction is increasingly likely.
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Cabot Small-Cap Confidential Weekly Update
There isn’t any major news for any of our stocks.
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Cabot Stock of the Week 312
The market’s strength has been very impressive, and our market-timing indicators continue to tell us that the market will be higher in the months ahead.
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Cabot Small-Cap Confidential Weekly Update
As far as the last week goes our stocks are up an average of 3%.
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Cabot Growth Investor Bi-weekly Update
This week is off to a good start for growth stocks—many of the names that have been acting wobbly during the past couple of weeks bounced decently yesterday and today.
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Cabot Stock of the Week 311
The broad market continues to look very healthy, with good breadth that suggests the ultimate end of this bull run is still months away.
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Cabot Small-Cap Confidential Weekly Update
With most of our companies having now reported we are turning our attention back to the longer-term future. For the most part, earnings from our companies were good and we’ve only made a few incremental ratings changes here and there.
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Cabot Micro-Cap Insider 820
Getting Defensive
This week, I’m on vacation in scenic Manchester-by-the-Sea, Massachusetts. We chose Manchester-by-the-Sea because of the beautiful beaches, but just as importantly, because that’s where my in-laws live.
My wife and I have learned (the hard way) that going on vacation isn’t much of vacation...
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Cabot Stock of the Week 310
Despite a few cracks in growth stocks in the last couple trading days, the overall stock market continues to hum along, with the S&P 500 a mere 1% below all-time highs as of this writing.
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Cabot Global Stocks Explorer 717
All eyes are on Washington this week as markets, which have risen over the last four trading sessions, are counting on lawmakers hammering out another stimulus bill. Our emerging markets market timer remains positive.
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