Last week, I made the case that we may be amid a commodity bull market and that it makes sense to have a percentage of your portfolio allocated to commodity companies. Many commodities are breaking out to the upside, yet many commodity companies continue to incredibly...
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There’s a case to be made that we are in the early innings of a commodity bull market. I’m starting to see lots of articles about a looming energy shortage which will hit this winter.
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This week, everyone is talking about Evergrande. In case you’ve missed it, Evergrande is a Chinese real estate developer. Its core business is building homes, but it branched out into other directions like investing in EVs, a theme park, and other business lines.
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The market seems expensive, but the S&P 500 keeps making new all-time highs.
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The market seems expensive, but the S&P 500 keeps making new all-time highs.
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I’m fairly active on Twitter; it’s probably my favorite site. It’s entertaining and a great way to stay on top of news. And it’s an incredible resource for finding new stock ideas. I can say with confidence that Twitter has made be tens thousands...
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It’s a funny market out there! The market is pretty close to an all-time high, but many growth and micro-cap names have pulled back substantially. Many value names and cyclical names have pulled back sharply despite strong fundamentals. I continue to scour the world...
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According to Detrick, “The S&P 500 is up 17.02% YTD at the end of July. Since WWII, this has happened only 12 other times and the rest of the year was higher 11 times. The only time it didn't work was '87, but was...
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Investing in micro-caps is fun because you can invest in growth companies at value prices. When investing in pure “value” stocks, your goal is to buy a dollar for 50 cents. The problem is that the dollar of value can shrink over time 80...
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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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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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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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