Exploit the Accelerating Technological Revolution
We have a tendency to focus on our everyday lives without truly appreciating how the world is changing around us. But understanding the tectonic shifts outside of our near-term consciousness is crucial to successful investing.
I realized the other day I’ve...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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There are three changes to the portfolio today.
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From Cabot Top Ten Trader
It’s fair to say the broad buying pressures have eased up, though to this point, the sellers haven’t done much damage at all. We’re going along with the back-and-forth action, nudging our Market Monitor down a notch—we remain overall but...
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Stock Recommendation Tracker
By request, we have added a new feature to your Cabot Prime Weekly Summary—the Stock Recommendation Tracker. It is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see stocks...
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Stock Recommendation Tracker
By request, we have added a new feature to your Cabot Prime Weekly Summary—the Stock Recommendation Tracker. It is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see stocks...
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Prepare yourself for more ups and downs in our medtech & biotech stocks if this debate heats up. I’m not planning to step out of the space since I think this will pass and we can still do quite well with these types stocks.
...
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From a top-down perspective, the market is still looking good, as both the intermediate- and longer-term trends are up and the vast majority of stocks (and leading stocks) are still in uptrends.
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Our Emerging Markets Timer is still solidly in the bull camp, with the recent pullback being modest compared to the year-to-date upmove.
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The new all time high is a significant milestone. Although the S&P 500 hasn’t hit new highs quite yet it is only just about .01% from the mark. The new high is significant because it negates any possibility that we have been in bear...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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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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Cabot Quarterly Market Report and Teleconference
Quarterly Market Report April 17, 2019: The first quarter of 2019 was as good as the previous one was bad. And that’s not surprising. In fact, in his last quarterly report, Tim concluded by writing, “What the charts signaling...
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Cabot Quarterly Market Report and Teleconference
Quarterly Market Report April 17, 2019: The first quarter of 2019 was as good as the previous one was bad. And that’s not surprising. In fact, in his last quarterly report, Tim concluded by writing, “What the charts signaling...
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Small-cap discretionary, energy, financials, industrials, technology and materials are all moving higher. That’s a healthy mix, and it’s helped push the S&P 600 Small Cap Index back up near overhead resistance.
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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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The tide is changing. The recent perception was that of sputtering economic growth in a market that was panicking about the possibility of a near-term recession. Many of our defensive positions have gone gangbusters in the past turbulent year but I’ll be watching situation...
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Market Views
Bullish, but Cautious
No basic changes for our overall views of a market capable of extending; but just in a guarded way. It measures higher, as its mostly fully-valued for big-cap leaders; hence vulnerable to shakeouts.
Equity markets, the Fed’s calmer monetary policy, generally to...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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