It’s been another constructive and encouraging week for the market in our view. As we write this morning, the S&P 500 and Nasdaq aren’t up much on the week (0.4% or so), but given that we just had five weeks in a row the...
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A leading provider of financial advice joins the Special Situation Stock Portfolio as a Strong Buy.
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The market still has an upward bias, albeit less so than the past couple of weeks. Investors are starting to sniff out 2020.
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The stock market continues to reach new all-time highs. I’m very comfortable with current market momentum.
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I’ve made my contempt for the media rather clear in my weekly commentaries at Cabot Undervalued Stocks Advisor, and in my frequent radio appearances.
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It's been a decent week for the market, though nothing amazing—just about all major indexes are up 0.5% or less after hitting or approaching new highs in recent days.
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Market: Great. Growth Stocks: Just OK
Ever since the indexes turned on a dime at the beginning of this year, we’ve been leaning bullish on the general market, and in recent months, even as things have chopped around and there’s been an avalanche of we’ve...
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The economy is still solid and the trade war thaw is taking away a big headline risk for the market.
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Three portfolio stocks report third-quarter results.
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This software company that’s changing the world through digital experiences moves from Hold to Buy.
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It’s been another decent week for the major indexes—the S&P 500 and Nasdaq are up in the 1.25% range as of early Friday, with both sitting at all-time highs.
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Four portfolio stocks report earnings.
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Three portfolio stocks report earnings and a fourth stock moves to Hold.
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One of the portfolio stocks reported a big earnings miss; increases dividend and moves from Strong Buy to Buy.
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We’ve been fairly lucky this earnings season in that every single one of our portfolio companies that reported earnings managed to meet or beat the market’s expectations. Of course, that doesn’t mean share prices will rise. Oh heavens no! Short-term movements in stock can...
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It’s been mostly more of the same this week, with solid action among the major indexes (S&P 500 and Nasdaq are up a bit less than 1% as we write this), while the broad market has done OK (the number of new highs picked...
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Less Remains More
Way back in the day the late, great Joe Granville once said that “the market is the train, and I’m the caboose,” which is a good summation of our general philosophy over the years. At heart, we’re trend followers, getting heavily when...
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Crista reports on four portfolio stocks, two of which just reported earnings beats.
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The market seems to want to move higher, albeit slowly and with rude interruptions from the headlines. The S&P 500 is within less than 1% off the all-time high set in July, although the index has been somewhat range-bound since June.
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Two portfolio stocks delivered strong earnings beats are their recommendations are raised to Strong Buy. A third stock delivered a strong earnings beat.
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