Cabot Dividend Investor Weekly Update
The big news this week is the emergence of a new coronavirus strain in Africa. The news prompted a steep selloff last Friday and then again yesterday. This throws a wrench in the works.
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Cabot Turnaround Letter 1221
As year-end approaches, artificial selling pressure can create large enough short-term bargains that even we find worthwhile.
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Cabot Dividend Investor Weekly Update
The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on? The short answer is that the good news is outrunning the gathering problems, for now.
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Cabot Dividend Investor Weekly Update
The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on?
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Cabot Dividend Investor Weekly Update
September was lousy. October was glorious. What can we expect in November and beyond?
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Cabot Dividend Investor Weekly Update
New highs are good. Nine portfolio positions are at or near the 52-week high. Let’s be happy.
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Cabot Turnaround Letter 1121
As consumer staples stocks slide backwards, the stock market continues to reach record highs.
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Cabot Dividend Investor Weekly Update
Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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The 3 Best Marijuana ETFs to Buy Now, With a Bunch of Others to Watch
As marijuana stocks continue to explode, exchange-traded funds want in on the action. Let's examine all 8 marijuana ETFs, and the 3 I like.
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Cabot Dividend Investor Weekly Update
So far, October has been volatile. There have been strong rallies that quickly become undone in the following days. The market is still even for the month, but it looks very unsteady.
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Cabot Dividend Investor Weekly Update
The market had its worse day since March yesterday. The worry de jour was the debt limit. I believe the issue will be resolved long before a default occurs one way or another.
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Cabot Turnaround Letter 1021
Transportation is a fundamental component of human existence, and like all industries, innovations that improve relevance while reducing costs mean the difference between prosperity and oblivion.
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Cabot Dividend Investor Weekly Update
Today, markets are rallying as much as they fell on Monday ahead of the Fed meeting this afternoon.
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Cabot Dividend Investor Weekly Update
So far, the post-Labor Day market has been just a little bit crummy. Stocks have drifted slightly lower over the past week. While that’s nothing alarming, it is a reversal of the summer market where stocks were drifting slightly higher. It could be the...
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Cabot Dividend Investor Weekly Update
Although it went by way too fast, it’s been a glorious summer in the market. The S&P 500 is up 8% since Memorial Day. And the index is now up over 20% so far in 2021.
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Cabot Turnaround Letter 921
While the stock market continues to set new record highs, investors continue to bypass the energy sector. One indicator: the sector’s weight within the S&P 500 has collapsed from nearly 16% in 2009 to only 2.4% today, making it the smallest in the index.
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Cabot Dividend Investor Weekly Update
The summer malaise is in full swing. The market is doing pretty much exactly what it was doing when investors went on vacation and stopped paying attention.
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Cabot Dividend Investor Weekly Update
The earnings extravaganza is in full swing. It’s the peak of the season that marks the peak earnings growth of this extraordinary recovery. And the market is sort of yawning it off. Part of the issue is summer malaise. People just tend to more...
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Cabot Dividend Investor Weekly Update
A crazy earnings season meets a sideways market. Investors have been looking for a narrative that gains traction. Maybe earnings will provide it.
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Cabot Turnaround Letter 821
It’s been a remarkably strong market, not just since the bottom of the pandemic-driven sell-off a little more than a year ago, but over the past decade.
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