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...
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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,...
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Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
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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...
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Long-term market trends remain positive, but short-term trends have become troubling in recent weeks (last week we sold three stocks), so I’m now recommending scaling back on your market exposure.
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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...
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Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
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Across almost the entire length of the yield curve, interest rates are ticking up. The benchmark 10-year Treasury yield reached 1.53% and may be headed back toward its December 2019 rate of about 1.90%. In an economy that is showing rapid growth, with well...
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Last Monday brought the market’s biggest selloff since the spring, but the rebound since then has been impressive, telling us this long bull market is not over yet.
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Market Iffy, but Growth Stocks Buoyant
Back when I started at Cabot in 1999, it was the middle of the internet bubble, which itself occurred at the tail end of what was a massive five-year run in the market. Every dip was bought, and need...
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It’s not news that the stock market has been sloppy lately. After the steady march upward to a doubling of the S&P 500 from the early 2020 low, and a 33% increase from year-end 2019 before the pandemic, one can hardly be disappointed the...
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The long bull market continues, despite this morning’s sharp selloff, and thus I continue to recommend that you be heavily invested in a portfolio that meets your investment needs.
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After a stunningly strong market so far this year, with the S&P 500 producing a 20% total return through Monday, the slow grind-down of most stocks since early September has seemed interminable. The 1,100 largest stocks in our 3,000-stock database have declined only in...
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Today’s recommendation is a young, fast grower in a sector that has enormous growth potential.
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The Roller Coaster Ride Continues
Back in my younger days I was a big fan of roller coasters—not that it was a regular thing, but whether on vacation to Disney or Universal Studios or just a day trip to a local theme park, I’d hit...
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This week, we are rolling forward our valuation comments – generally dropping our valuation based on 2021 estimates, where appropriate, while adding commentary based on estimates for 2023. Most analysts project that all of their companies will have higher earnings in future years, we...
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Today’s recommendation is one of my favorite kinds of stocks—a small company that’s not well known but that’s growing fast by making a big difference in a global marketplace.
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What has been propelling adoption of electric vehicles forward and what will power them into the mainstream across the world?
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Can Growth Break Free
from the Chop (Part II)
Near the end of July, growth stocks had just suffered a big dip earlier that month, with many falling down toward key support areas. But instead of keeling over, many rebounded nicely, including a few leaders moved...
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The Cabot Undervalued Stocks Advisor is on vacation this week, recharging the batteries for what could be a very interesting September and fourth quarter in the financial markets. As such, this week’s edition will be abbreviated in length, although we include our Cisco earnings commentary full...
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