Here we are in an up leg of a bull market that began three months ago. Since early October the S&P 500 has climbed 14%. With trade issues and Iran out of the headlines, the strong economy and low interest rates are driving higher...
Read More
The S&P 500 (SPX) index is up 10% since rising above its previous trading range in late November. While 10% is not necessarily a big move for a stock, it is definitely a big move for a major index.
Read More
This energy stock reported a fourth-quarter earnings and revenue beat.
Read More
Just Because It’s Unusual Doesn’t Mean It’s Wrong
The year is just over two weeks old, but we’ve already been subject to the Iran attacks, a Phase 1 trade deal with China, and soon, an impeachment trial in the Senate. Accompanying those are countless pieces...
Read More
The year is starting out great! There was some volatility associated with the Iran thing but it looks like that, along with trade issues, has faded from the headlines, for now.
Read More
Fourth quarter 2019 earnings season began yesterday with a few large banks reporting very strong results.
Read More
This retailer presented at the January 13 ICR Conference 2020 and moves from Buy to Strong Buy.
Read More
The Financial Times reported this morning that this portfolio stock was in talks, in late December, to possibly be acquired by AIG, Prudential Financial Group or Prudential Financial.
Read More
Here we are at the beginning of a new year and a new decade. A pivotal calendar turn like this is a great time to stop, get off the train, look around and see where we are, and where we might be going.
Read More
Happy New Year
The calendar has flipped to 2020, but nothing much has changed with the market’s evidence. On a longer-term basis, most primary indicators, such as our Cabot Trend Lines and Cabot Tides, continue to look great, and we’ve written numerous times a..
Read More
There was very little news or new analyst research on our portfolio stocks last week. I expect a surge in new information by mid-January as businesspeople and Wall Street analysts get back to work after the holidays.
Read More
I previously gave you a heads up that new low-sulfur diesel regulations (IMO 2020) and a serious hog disease in China (African Swine Fever) are quite likely to increase inflation numbers in 2020 and beyond. Are you ready for the next sweeping industrywide that...
Read More
As for the market, it continues to act very well amidst a vacuum of selling pressure. As we write this, the S&P 500 (up 1.2% or so) and Nasdaq (up 1.8%) are solidly in the green, and small- and mid-cap indexes have actually a..
Read More
The Bull Market Rolls into 2020
First and foremost, this being our last official issue of the year, I want to wish you and yours a very Merry Christmas and Happy Holidays. We’ll have a brief, eggnog-laden update next week, along with any bulletins needed.
As...
Read More
Crista has updates on four portfolio stocks.
Read More
Crista has updates on three portfolio stocks.
Read More
Two stocks depart from the Special Situation Portfolio and the Growth Portfolio today, respectively, while another joins the Growth & Income Portfolio.
Read More
The week started out relatively quietly, with the major indexes basically meandering sideways through Wednesday, even after the Federal Reserve’s statement. But since Thursday morning, things have been whipping around (mostly on the upside) as it appears a U.S.-China trade deal/truce is at hand.
Read More
One of the portfolio stocks reports good fourth-quarter results.
Read More
Here we are within weeks of the end of year and the end of a decade. It is approaching the 11th year of the recovery and bull market. The S&P 500 is up 25% in 2019 and very near the all-time high. Where we...
Read More