Taking Things on a Stock-by-Stock Basis
We believe one of the main reasons our system has proved durable is that it doesn’t focus on just one or two factors, but incorporates things from different angles. For instance, when selecting stocks, we’re not only looking charts...
Read More
As we near the end of the second week of 2021 and approach inauguration day, the market is barreling full steam ahead, seemingly unaware of the dung piles that are consistently thrown in its path.
Read More
The first week of the year saw buyers dominate, pushing the major indexes to higher heights on most days. Thus the major uptrend is intact, but extended, which means this is probably not the best time to buy an aggressive growth stock.
Read More
After closing out 2020 with a bang, delivering profits that were inconceivable in the depths of the March selloff, the broad market turned down today.
Read More
Happy New Year
It’s been a long, strange 12 months, but it’s also been a very prosperous period, at least for growth investors—with one day left in the year, the Model Portfolio is up around 60%, easily besting most major indexes. Happily, that builds our...
Read More
As we approach the year-end, market trends remain strong (notwithstanding today’s opening action), and odds are that the strength will continue a little longer, as our tax laws favor delaying profit-taking until the new year.
Read More
Into the Homestretch
We’re past the halfway point in December, which means many of us have other things on our minds, be it getting out the snow shovel (a foot of snow hit the ground here last night), buying last-minute gifts or perfecting your eggnog-based...
Read More
Today’s recommendation is a fast-growing firm in the very healthy cybersecurity market, with a particular focus on the security of cloud-based data and operations.
Read More
The overall investing environment remains positive, with all major indexes in strong uptrends and minimal signs of divergence. But investor sentiment is high by many measures.
Read More
Mostly Sunny, Chance of Showers
In the last issue, we wrote about the myriad crosscurrents that were still being seen—while the major indexes looked good, the day-to-day rotation was wild among sectors and themes, with news-driven moves the norm for a few weeks. But also...
Read More
The bull market is alive and well, as investors look forward to vaccines that enable economic reopening. So I continue to recommend that you be heavily invested in a diversified portfolio of stocks.
Read More
Wild—but Positive—Action
The healthiest market environment is generally one where most participants are rowing in the same direction—the vast majority of stocks and sectors glide higher (with the occasional pullback or shakeout, of course) as investor perception of the future steadily improves. Even if broad...
Read More
The bull market rolls on, with today’s news about Moderna’s vaccine providing a high-profile reason to be optimistic about reopening the economy.
Read More
The news that Pfizer has a promising Covid vaccine, combined with the weekend news that Biden/Harris won the presidential election, triggered a wave of buying (and selling) on Wall Street this morning, rewarding both large caps and small caps while penalizing (at least stocks...
Read More
Believe What You See
There are usually a couple of times each year where the market really messes with people, catching the vast majority of investors off-guard. (Remember the old saw: The market does what it has to do to fool the most investors One...
Read More
With the election tomorrow a nearly universal concern, my optimistic expectation is that it will quickly pass, and investors’ attention will revert to what really matters—growth and valuation.
Read More
The overall investing environment remains positive, though recent weakness in growth stocks in particular means buyers of aggressive stocks should favor low-risk entry points.
Read More
Riding the Bucking Bronco
Investing in general, and growth stock investing in particular, tends to be very streaky—while many would love for a steady, low-stress increase in their portfolios, that’s not how the world usually works. Instead you get periods of time when the gushes...
Read More
Some of the best stock performers throughout history have been what are known as “follow-on” opportunities—companies that thrive as a secondary effect of some major change going on in the world.
Read More
The overall investing environment continues to improve, with our intermediate-term trend-following indicator now back in positive mode and growth stocks in particular seeing strong buying.
Read More