Market Views
Time to Trim Riskier Options
Most major market indexes were back on the move higher on Monday, led by real estate, consumer staples and utilities. Shares of technology companies were not participating, however. Nor were energy producers. And healthcare companies’ shares were largely combination...
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We've had a fierce six-day selloff, but the market has managed to find support and is rebounding this week. But I still advise caution as things are still dicey. Most of the positions in our portfolio are on Hold, but we're adding one to...
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From Cabot Growth Investor
The market has enjoyed a modest bounce during the past four trading days following a horrific first couple of weeks in October. Overall, the Nasdaq fell from around 8,100 to 7,300 (round numbers), and thus far bounced back to 7,650 or so, just...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Tomorrow’s the day that stores across Canada begin selling marijuana legally, and as I’ve said several times before, I believe the odds are that this will mark an intermediate-term top for many of the stocks in the sector.
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As earnings season unfolds, I’ll be very interested to learn more about the broader capital expenditure landscape. Americans haven’t experienced such a strong economy in many years. And frankly, younger adults have never experienced a strong economy!
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Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo discusses the market's recent carnage and what he's thinking for the short-, intermediate- and longer-term—in short, Mike's still bullish longer-term, but is very defensive here as the odds favor time being needed repair...
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Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo discusses the market's recent carnage and what he's thinking for the short-, intermediate- and longer-term—in short, Mike's still bullish longer-term, but is very defensive here as the odds favor time being needed to the...
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With the VIX just coming off a three-year low, it may be time to hedge your portfolio with options. Here are a few ways you can do it.
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I want to cover three things today: (1) possible reasons behind the stock market swoon, (2) what to expect over the next couple of months, and (3) what opportunities to look for both within and beyond our current portfolio.
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Fears about the 10-year Treasury yield have caused a legitimate market correction in recent days. How long will those fears linger?
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Yesterday brought widespread carnage to the markets, which has carried on to today, but some tech stocks have found support. For now we are going to be watching and waiting, but I want to comment on three current holdings.
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As we draw closer to October 17, the day cannabis is legal across Canada, there are growing projections that the supply of legal cannabis will be insufficient to meet demand in the early months.
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The stock market today looks way more frightening than it did a week ago. Here's what our Cabot analysts suggest you do to navigate all the landmines.
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Downpours
September was definitely a month of yellow flags—we saw lots of rotation out of growth stocks, two severe bouts of selling in leaders, and lots of sloppy, volatile action, which often signifies distribution after a long run. As we wrote in our last there...
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The yield on the 10-year Treasury hit its highest level in seven years and remains elevated as this week progresses. This interest rate surge has created some unusual ripple effects across growth stocks, utilities, financials, and energy stocks. Thankfully our diversified portfolio is well...
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Market Views
Looking for a Sharp Pullback
Predicting exactly when the market will bottom is always a random guessing game at best. I offer no forecast as to when, or at what level, the major averages will hit their final lows. Based on the huge in...
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Impacts from interest rate hikes are felt throughout the fixed-income markets. Interest rates on new debt rises, but prices of existing bonds tend to decline.
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Stocks are churning in place, appearing unsure of how to proceed this month. The Dow Jones Industrial Average finally retraced its January 2018 record high. Will it advance promptly or establish a trading range? If we look back to recent patterns on the 500...
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