The Big Idea
How psyched would you be if you went to your healthcare provider and they said the following:
“I can make a health optimization recommendation for you, informed not only by the latest clinical trials, but also by local and regional data about like...
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December: Time for a Portfolio Shake-Up
Here we are in December, an interesting time in the stock market, as excessive price movements culminate, often reversing course in January. On the bullish side, you may have owned stocks that rose an abnormal amount, all year We...
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A CORNUCOPIA OF TRADING & INVESTING IDEAS
Two stocks are leaving the Buy Low Opportunities Portfolio today as they near their price targets: Alaska Air Group (ALK) and Synchrony Financial (SYF). While researching stocks that might join our portfolios, I came across half a It...
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THE BIG IDEA
In its 2017 infrastructure report card the American Society of Civil Engineers (ASCE) gave America’s infrastructure a grade of “D+”.
America received the same grade in 2013. That was an improvement over 2009 (and 2005) when we received a “D”.
Suffice to say, room...
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THE BIG IDEA
There are over 100 million people around the world suffering from obstructive sleep apnea (OSA), a condition in which a partially blocked airway prevents airflow to the lungs when a person is asleep. The typical length of a breathing pause is seconds...
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Throwing Darts at the Ticker Tape and Other Investment Strategies
October is a significant time for me, because that’s when I begin embracing companies that didn’t previously have strong enough numbers to join these portfolios, but now have excellent prognoses for the coming year. (This only...
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THE BIG IDEA
I have vague memories of the Electrolux vacuum salesman coming to our house to sell his wares. Over the last 40 or so years, the basic idea of enticing people to take advantage of a “deal” hasn’t changed much. But the and...
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A New Format for Cabot Undervalued Stocks Advisor
Cabot Undervalued Stocks Advisor is taking on a new format. I enjoyed writing about the pertinent news on affected companies in recent weeks, without updating minor news and numbers for the rest of the portfolio companies. going...
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Trade War Turmoil Trumps a Good Earnings Season
U.S. stock markets took quite a tumble in the last few business days. For those of you wondering, “Should I buy low?”, the answer to that question is usually “yes, but let’s first wait for the to...
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THE BIG IDEA
Back in the late 1800s if you called a company for information you were routed through a telephone exchange and were able to speak with a person that could help.
The last switchboard operator for a hand-crank phone, Susan Glines, walked away her...
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More on the Baby Boomer Housing Forecast
In the June 18 update of Cabot Undervalued Stocks Advisor, I wrote about a very serious change in the housing market that could take place over the next decade, as Baby Boomers sell their big homes and to...
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THE BIG IDEA
A few years back the Institute of Medicine (IOM) published a report with an astounding conclusion:
Most people will experience at least one diagnostic error in their lifetime, sometimes with devastating consequences.
That’s not cool.
Diagnostic accuracy of some conditions is staggeringly bad. For the...
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THE BIG IDEA
On a whim, I recently reviewed our car insurance.
Something didn’t feel right, so I went online and got a quote from another provider. It turns out they could cover our two cars with essentially the same coverage – for half the was...
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Assessing the Retail Stock Landscape
After rising 25.3% from Christmas Eve 2018 through April 30, 2019, the S&P 500 stock index fell 6.6% in May. A pullback was clearly overdue, and there was plenty of fuel to keep investors on the edge of their Many...
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Property & Casualty Insurance Stocks Are On My Radar
Today I’m taking the opportunity to remove two stocks from the portfolios, in the quest to (a) pare back the number of stocks in the portfolios and (b) add new stocks to the portfolios. Clearly, two...
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THE BIG IDEA
One of the big challenges for organizations in the fast-moving digital age is to understand what’s going on in their businesses right now.
Look at Facebook (FB). For a company that specializes in harvesting detailed user data and selling targeted ads you’d they...
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THE BIG IDEA
What if your doctor had a simple blood test that could predict Alzheimer’s Disease 15 years before any symptoms begin? Would you take it?
How about a test that could predict the likelihood of getting Parkinson’s Disease, multiple sclerosis, and dementia?
Let’s say Miracle...
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A Rising Stock Market Brings Opportunites Today
U.S. stock market indexes have emerged from recent trading ranges and embarked on renewed uptrends as they seek to retrace all-time highs that were established in August through October 2018. Your stock portfolios will likely achieve additional appreciation...
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The Calm Before the Next Market Run-Up
I suppose it makes sense that a calendar quarter that was characterized by two big stock market downdrafts could be followed by a calendar quarter that delivers two stock market run-ups. And while I anticipated and frequently about...
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THE BIG IDEA
Nobody wakes up in the morning and says, “I’m fired up to buy stock in an Enterprise Work Management software company today.”
But not all investment ideas are sexy. Or make for a good story to tell friends. Or even sound a bit...
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