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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The market had the worst day in months Monday on news that Chinese real estate giant Evergrande may default on $300 billion in debt. There is fear that such an event could cause contagion and ripple through the financial markets.
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Benjamin Graham was the father of value investing, and these were his seven primary criteria for selecting winning value stocks.
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Follow the 10 basic rules of investing and you'll be on your way to a strong and secure investment portfolio that the investing greats would be proud of.
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The S&P 500 and the Nasdaq just made new all-time highs. Strong earnings and a booming economy are outweighing concerns about the delta variant, the Chinese slowdown, inflation and a Fed tapering of bond purchases.
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The sideways market finally got some action. It went the wrong way. But it showed signs of life nonetheless.
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The sideways market finally got some action. It went the wrong way. But it showed signs of life nonetheless.
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It looks like this relentless bull market is finally stalling out. The market isn’t correcting, or really selling off in any substantial way. It has just stopped moving higher, for now.
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The market is still creeping higher and is near the all-time high. But skepticism is rising.
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Financial Stocks Have the Right Stuff in a Shifting Market
Cyclical stocks are hot and technology stocks are not. Wait a minute. Cyclical stocks are moving lower and technology is roaring back. That’s been the story over the past month.
Of course, energy stocks are for...
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Open-Up Stocks Thrive While the Market Struggles
It’s been a rare down week in the market. But there’s nothing to be alarmed about. The S&P 500 is only down a little so far. And the uptrend that has existed for almost a year is intact.
Even...
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Prognosis: Dicey for Now and Strong for Later
The S&P 500 is making yet another new all-time high. The index has risen 72% since last March and over 17% just since the beginning of October.
That’s amazing performance in a short amount of time. While positive...
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A Great New Year for Dividend Stocks
It sure has been a crazy year to say the least. Normally, I hate to see years pass because I don’t like getting older. But in this case I’ll make an exception. Good riddance 2020, and take pandemic...
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Struggling companies sometimes need a push in the right direction, these two value-priced companies could use a push from activist investors.
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Vaccine Euphoria
It’s another week and another vaccine rally for the market. For the third straight week, a company has announced positive trial results for a coronavirus vaccine. The market loves it every time. The major indexes are now at or very near all-time don’t...
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A Perfect Stock for this Wacky Environment
This is a tricky market, to say the least.
It’s earnings season. Earnings are always a wild card, no matter what you think you know about a company. You never know what a company will report of what say,...
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The Selloff Creates an Amazing Income Opportunity
The incredible rally from the March lows has been disrupted. After soaring a remarkable 60% from the March lows, the S&P has pulled back more than 8% from its early-September high. Where do we go from here?
Aside the...
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Two Stocks for the Post-Pandemic World
It might be time to look past the pandemic. Do we dare?
I know it seems like it will never end. Who knows when there will be an effective vaccine available? It’s easy to get a sense that things stay...
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Earn High Income from an Out-of-Favor Titan
This is a wild market environment, the likes of which I have never seen. A self-induced economic crash to defend against a pandemic is a new one on me, and everybody else. I strongly believe in the economy...
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A Great Market for Income
Welcome to the second ever issue of Cabot Income Advisor. I’m honored to be your trusted partner in generating a high income in this low interest rate environment. In the last issue, I recommended the purchase of three stocks. the...
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