Pullbacks in the market are never fun. It’s way more fun when we are all making money together and stocks are going up. But it’s important to keep the recent market action in perspective. LPL Strategist Ryan Detrick recently shared a couple charts that helped the...
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The bull market is alive and well, with major indexes hitting new highs in recent days. However, growth stocks in particular have been hit hard recently, and that requires some selling.
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The broad market will stop going up and start going down. And while I will continue to recommend one stock per week, I will recommend that you be more cautious about buying, that you be less patient with underperformers, and that you take more...
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Before we get into this week’s update, I want to share a few thoughts on my favorite free investing resource: Twitter. From 2006 to 2018, I worked at Eaton Vance and then at Citi, and didn’t really see the use for Twitter. It seemed...
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We have a lot to cover this week, so I’m going to use my intro to cover one company: BBX Capital (BBXIA). Last week, BBX announced that it increased its tender offer to buy back shares up to 8.00 per share, up from 6.75. Currently, the is...
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Do you consider yourself a growth stock investor or a value stock investor? I think growth or value framework is a false dichotomy. Warren Buffett summed it up well when he said: “Most analysts feel they must choose between two approaches customarily thought be...
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The market continues to be strong with the S&P 500 near all-time highs. And micro-caps continue to chug along. In aggregate, our micro-cap recommendations continue to do quite well, and I continue to find many excellent opportunities, especially in “cyclical” areas of the Before...
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My favorite market strategist, Ryan Detrick, is always good for some interesting factoids. According to Ryan, when the S&P 500 is up >10% through the first 100 days of the year, it increases 8.6% on average during the remaining portion of the year.
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In the stock market (and in life), incentives matter. Charlie Munger summed it up well when he said, “Show me the incentive and I will show you the outcome. I think I've been in the top 5% of my age cohort all my in...
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During his 30+ year career, my dad was a professional investor in Boston, Massachusetts. He worked for several firms, but always specialized in managing value portfolios worth hundreds of millions of dollars for institutional clients. I am lucky that he’s a great teacher enjoyed...
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We at Cabot Micro-cap Insider are long-term investors and try not to time the market. However, we are aware that there is seasonality to market returns. You have probably heard the term, “Sell in May and Go Away.” That’s because on average, the six months May...
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The big news this week is taxes. President Biden proposed to raise the capital gains income tax on long-term capital gains from 20% to 39.6% for millionaires. Who knows if this law will actually get passed. I have my doubts. For years, Republican Democratic...
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Growth vs. value is an age-old market debate. But you can buy growth stocks at value prices. And the best way is through micro-cap stocks.
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Even the S&P 500 is back near all-time highs. So why does it feel like there’s been a pullback in the market? Because there has … if you’re a micro-cap investor. The Russell Micro-cap index has pulled back and has underperformed the S&P by...
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Cabot Micro-cap Insider has helped investors identify undervalued micro-cap stocks and outperform the S&P 500 by over 40% in one year.
A year ago, Ed Coburn, President of Cabot Wealth Network, and I brainstormed about launching a micro-cap product. Ed thought adding Cabot Micro-cap would...
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After a volatile March, the market has found its footing. Month to date, the S&P 500 is up 2.8%, and is back to an all-time high. Our open recommendations are up 81% on average from when they were initially profiled. In total (including recommendations),...
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The big news this week (completely unrelated to our recommendations) is that a family office called Archegos Capital Management has blown up and caused a mini-meltdown in the market.
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Over the past couple of weeks, the market has been flat despite a lot of news flow. There are rumors that the Biden administration may try to push through a tax hike on high earners and separately propose a massive infrastructure bill. Meanwhile, round...
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Value stocks with insider buying are on the rise as growth stocks are stuck in the mud. Here are three that are worth your attention.
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After a little volatility in the past couple of weeks, most of our recommendations are at or close to all-time highs. The S&P 500 is back to all-time highs. The NASDAQ Index, after pulling back ~11.0%, has rebounded sharply and is up ~8.0% a..
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