Cabot Growth Investor Bi-weekly Update
Remain defensive. Growth stocks remain under severe pressure, and today notwithstanding, that selling is starting to spread to the broad market (our Cabot Tides are on the fence).
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selling stocks Archives
Cabot Explorer 735
Fears of rising inflation hammered Wall Street this week so today we are selling two lagging positions and adding a blue chip inflation hedge.
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Cabot Marijuana Investor Update
Recent days have seen substantial selling pressures in the broad market, with growth stocks being particularly hard hit. But the good news is that stocks in the marijuana sector, which had previously corrected 50% from their February peak to their bottom in late or...
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Cabot Growth Investor Special Bulletin
The market remains in the dumps, and while some beaten-down growth names have found support, many are still getting hit on earnings and we’re even seeing selling spread to the broad market.
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Cabot Stock of the Week 347
With the Dow hitting another new high but the growth-focused Nasdaq Composite still unable to get above its February peak, we remain in a bull market that is challenging for growth investors; in fact, many recent great earnings reports have been met with instead...
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Cabot Growth Investor Special Bulletin
It’s been a brutal week for growth stocks, and that’s continuing today. As of 11 am, it’s another horrible day for growth stocks—the Dow is up 50 points, but the Nasdaq is down 80 points and the average stock we own or are is...
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Cabot Explorer Bi-weekly Update
Cloudflare (NET) earnings are out today as sector rotation and scrutiny of SPAC-acquired target company valuations continue. Electric vehicle (EVs) stocks are struggling a bit and could be presenting us with attractive entry points.
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Cabot Marijuana Investor Update
The big news in the marijuana industry this week is that the Tilray/Aphria merger is complete, turning these two Canadian firms into the biggest marijuana company in the world—for now.
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Cabot Growth Investor Special Bulletin
There’s still a chance earnings season could save the day, but so far, most reports have led to selling and after seeing many growth stocks set up in recent weeks, the bears are beginning to come out of the woodwork again.
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Should I Sell My Stocks? When to Sell Stocks and When to Hold
During any market drop, you might ask, "Should I sell my stocks?" Here are a few guidelines on when to sell stocks and when to hold them.
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Cabot Stock of the Week 346
With the S&P 500 and Nasdaq Composite hitting new highs just last week, there’s no question that we remain in a bull market, and thus there’s no question that we should remain heavily invested.
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Cabot Growth Investor Bi-weekly Update
It remains a very tricky environment for growth stocks, with most names near new highs finding sellers and earnings reactions (so far) being underwhelming (Pinterest is now on a tight leash). That said, we do see a lot of high-quality setups, so we’re to...
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Cabot Explorer 734
Major corporations are sitting on a pile of cash. Wouldn’t that be a nice problem for all of us? This has been a decade-long cash buildup but it has gotten quite a boost from the pandemic. And the trend is even starker outside America.
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Cabot Turnaround Letter 521
With the stock market continuing to reach record highs, and with most stocks either participating in the rally or facing structural, fundamental challenges that they won’t likely overcome, finding new ideas can be a challenge.
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Cabot Stock of the Week 345
The bull market is alive and well, though divergences and rotation continue to add a challenge to the process of identifying the market’s leaders.
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Cabot Explorer Bi-weekly Update
I believe the market’s churn over the last month or so is understandable given its sharp rebound over the last year. Investors and analysts alike are now assessing valuations of stocks relative to expected growth. In some cases it is giving pause; in it...
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Cabot Marijuana Investor Update
Today, for a change, I’ll cover the news first, and the investing advice second. In Illinois, marijuana taxes exceeded alcohol taxes in the first three months of 2021. Marijuana tax revenue amounted to $86,537,000 while alcohol taxes brought in $72,281,000. I expect the to...
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Cabot Stock of the Week 344
The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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Cabot Growth Investor Special Bulletin
The major indexes are selling off today on various news items. As of 1 pm, the Dow is down 195 points and the Nasdaq is also off 195 points, while the average stock we own or are watching is off around 2.5%.
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Cabot Explorer 733
Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
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