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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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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Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
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The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
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Sellers Fading—but Will the Buyers Show Up?
We’re all about going with the evidence, and when it comes to growth stocks, the evidence was nearly uniformly negative (or at least not positive) for most of the past month. The vast majority of leading stocks, many...
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The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
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The Big Idea
For over a year we have been forced to hold back from doing so many things we all took for granted.
Now, with vaccination rates rising quickly, spring in the air and summer right around the corner there is massive pent-up demand travel,...
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Tech stocks struggle a bit but some EV stocks bounce back as investors look to play the long game.
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The market divergence that has been evolving since early February continues, with the Nasdaq in particular looking weak while the more conservative indexes like the S&P 500 remain near their highs.
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Less is More
In the real world, persistence is almost always associated with good things. If you’re a salesperson, you don’t give up when a few accounts turn you down; you keep selling until one customer bites. If your team is developing a new they...
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While leading growth stocks have been hit hard (and some have rebounded), the major indexes remain in uptrends and cyclical stocks and “reopening” stocks have attracted new buyers.
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You can often find exciting and profitable investment ideas at the edge of new technologies.
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The broad market remains in a diverging pattern, so there’s still a very good chance that a long-term market top is being formed.
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Open to Anything, but Playing the Odds
Last year saw a ton of “wow, we haven’t seen this kind of unusual market action in decades!” situations, but instead of reverting back to normal behavior, 2021 has had plenty of tricks up its sleeve as The...
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Value is Pulling Away From Growth
Value investors have waited a long time for this.
After suffering through one of the worst periods of relative underperformance ever, value is outperforming.
Not only is value outperforming, but it feels like some of the froth is being sucked of...
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My quest to add some growthy stocks with a cyclical dimension and downside protection brings us to our latest recommendation.
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The market is hitting a little turbulence, which is natural as it feels its way across the timing of the pandemic economic recovery, concern over debt, interest rates, and inflation.
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The Big Idea
One of the unsung heroes of the online retail boom is a largely unknown technology – digital printing on fabrics and textiles.
While many traditional manufacturers and retailers of clothes, fashion items and home décor were destroyed during the pandemic, the inverse true...
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While some segments of the broad market have experienced a sharp correction over the past month (growth stocks in particular), the broad market has not fallen apart; in fact, many indexes hit new highs just last week. And, of course, today’s big jump rather...
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More Cracks Appear
At the start of November we saw a couple of blastoff-type indicators flash green (like the Three Day Thrust rule), and that turned out to be the start of a powerful intermediate-term advance. During the next two-plus months, progress was relative there...
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With this week’s recommendation, I’m swinging back to the more conservative side with a solid technology company poised for big gains from the 5G communications rollout.
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