Cabot Growth Investor 1489
Well, 2021 is in the books, which we’re happy is the case, as it was far from a fruitful growth stock year—effectively payback for the amazing 2020 environment.
Read More
successful investing Archives
Cabot Undervalued Stocks Advisor Weekly Update
The U.S. stock market rebounded on Tuesday, following testimony from Chair Powell at his Senate confirmation hearing. Investors liked what he said, implying that the three anticipated quarter-point rate increases, which could start in March, would likely be enough to quell inflation (along a..
Read More
Cabot Growth Investor 1488
We have most growth-oriented indexes and funds still stuck in intermediate-term downtrends, many former leaders that look awful and very few individual growth stocks really set up for a sustained run.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
According to market lore, an off-handed comment in a brief conversation between two Wall Street participants about a century ago dispensed perhaps the most valuable investing advice ever uttered. When asked what he thought stocks would do, the veteran John R. is said have...
Read More
Cabot Growth Investor 1487
After the huge market and growth stock selloff into early December, stocks flashed a relatively rare show of buying power—yes, the indexes popped higher, but even better was the under-the-surface action.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Private equity, the polished-up name for venture capital and leveraged buyout funds, is white-hot. If every market cycle has its own Masters of the Universe (the 1990s had tech mutual funds, the 2000s had hedge funds), the past decade’s MOTU was clearly private equity.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Our comments this week are mostly questions. Day-to-day gyrations make sense on the surface. Yesterday, the market surged on news of China easing its monetary policy combined with a growing sense of relief that the Omicron variant is milder than previously understood. But the...
Read More
Cabot Growth Investor 1486
As Edward Johnson (the founder of Fidelity Investments) once said in a speech, the market’s music is always changing: Just when you’re used to one thing, the beat shifts.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
The market is beginning to more fully anticipate a post-Covid environment and economy. As such, investors are looking to slower/normalized/sustainable growth following the bulge from the pandemic stimulus programs and pent-up demand, higher interest rates, and a relenting of supply chain issues.
Read More
5 Reasons to Keep Aggressive Stocks in Your Portfolio
Aggressive stocks aren't just for aggressive investors. There are good reasons for most investors to keep some of these stocks in their portfolio.
Read More
Cabot Growth Investor 1485
It’s still a bull market, but there’s no doubt we’re seeing some hesitation following the three-week moonshot off the early-October lows.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
We continue to watch in amazement the values that the market puts on electric vehicle makers, with the most recent example of Rivian Automotive (RIVN). Since its IPO at $78/share, RIVN shares have doubled, making the EV company’s roughly 900 million shares worth total...
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Like nature, stock markets have seasons. We experienced a brief but frigid winter about 18 months ago when nearly every stock wilted as capital markets froze (no pun intended, mostly).
Read More
Cabot Growth Investor 1484
After a very solid three-week stretch that brought many growth stocks back to their old highs (or out to new highs), we’ve now seen a couple of weeks of choppy, pothole-filled action.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
We’re watching with wonder how Tesla is now a $1 trillion company and that Elon Musk, by himself, is worth more than all of ExxonMobil. There is some poetic irony that the pioneer of electric vehicles and solar panels is outshining (no pun the...
Read More
Cabot Growth Investor 1483
The market's nascent bounce two weeks ago has morphed into a very impressive rally, led by a gaggle of growth stocks that are acting better than they have since late last year and early 2021. We're not completely out of the woods, and season...
Read More
Cabot Undervalued Stocks Advisor Weekly Update
A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
Read More
The Other Wizard of Wall Street
Jay Gould was the original Wizard of Wall Street. The self-proclaimed 21st-century version turned out to be an imposter. Here is his story.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Last week, we wrote about how lower quality, in both home appliances and tangible money, debases value and is a form of inflation. Today’s note includes some of our current views on inflation and capital markets, and what investors can do to help inflation’s...
Read More
Cabot Growth Investor 1482
Encouraging Bounce, but Need to See More
We’re now about a month into this market correction, which to this point has been relatively garden-variety—from the high in early September to its low earlier this week, the S&P 500 slipped 5.9%, while growth-oriented indexes did bit...
Read More