Cabot Growth Investor 1413

It’s Not the News that Counts One of the biggest banana peels that many investors slip up on is the desire to focus on the news, be it economic reports, high-profile earnings releases or important political rumors (like the current U.S.-China trade talks). But it...
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Cabot Growth Investor 1412

Going According to Script A punishing, out-of-nowhere, three-month decline that takes apart many popular stocks and sends the indexes reeling. A wave of panic selling at the bottom that produces historic oversold readings and massive pessimism—even though many growth stocks show resilience during the weeks...
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Cabot Growth Investor 1411

We’re Optimistic Just three weeks ago the market was on its knees, as the major indexes were down more than 20% from their highs, the average growth stock was in tatters and there were air pockets galore—the final four days of the decline saw Dow...
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Cabot Growth Investor 1410

Reasons for Hope, but Not for Buying The market has been a bummer during the past three months, with two massive downlegs (12% to 16% during the first three weeks of October, and then after some choppiness, another 16% to 18% during the first weeks...
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Cabot Growth Investor 1409

Keep Your Powder Dry Investing isn’t easy, but most people make it far more difficult than it really is. Every day all day, there are commentators and analysts on TV and dozens of articles pumped out by the online financial media dissecting recent earnings (FedEx...
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Cabot Growth Investor 1408

Sellers Still Lurking The first three and a half weeks of October were brutal, with the S&P 500 (down 11%) and Nasdaq (down 14%) cascading significantly, turning both our Cabot Tides and Cabot Trend Lines bearish as we raised a boatload of cash. But those...
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Cabot Growth Investor 1407

Over the Falls During the past few weeks, we’ve seen huge up days, crushing down days, dramatic reversals (like today’s), big earnings gaps (up and down) and a slew of big-font headlines ranging from U.S.-China trade rumors, views from Fed members concerning rate hikes, resignations...
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Cabot Growth Investor 1406

Positive Action, but Need to See More After a hellacious October that saw many indexes, sectors and stocks crash over a three-week period, the past week and half has been a welcome relief. With today’s solid post-election rally, the S&P 500 and Nasdaq have about...
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Cabot Growth Investor 1405

Trends are Down Until Proven Otherwise When volatility picks up in the market, often after a sharp decline, investors are bombarded with predictions, many of them dramatically bullish (this is the buying opportunity of the century!) or bearish (another global financial crisis has begun!), in...
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Cabot Growth Investor 1404

Downpours September was definitely a month of yellow flags—we saw lots of rotation out of growth stocks, two severe bouts of selling in leaders, and lots of sloppy, volatile action, which often signifies distribution after a long run. As we wrote in our last there...
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Cabot Growth Investor 1403

Gusts of Wind, but No Rain Yet At the end of August, there were a lot of growth stocks (and growth-oriented indexes) extended to the upside, some near-term sentiment measures were a bit giddy and we were heading into September, a month that frequently its...
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Cabot Growth Investor 1402

Many Potholes, but Growth Stocks Holding Every morning (after the kids’ lunches are done of course), I like to open up my laptop and take an unbiased look at the whole market—not just the growth stocks I recommend and follow, but various sector ETFs, measures...
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Cabot Growth Investor 1401

Sellers Look Worn Out From mid June through mid August, the market was choppy, narrow, news-driven and rotational—not a great environment for making money, and in fact, we got knocked out of a few stocks as they cracked support, often following earnings reports. And two-month...
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Cabot Growth Investor 1400

Positive, not Powerful When it comes to investing we’re big on rules. That’s because, if you invest solely by emotions and gut instinct, you’re bound to lose your way. That’s why we write about our key market timing indicators in every issue, and why have...
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Cabot Growth Investor 1399

Growth Stocks Hit, Bull Market Fine For most stocks, 2018 has been a slog, with financials, industrials, consumer staples, transports and other areas doing much more chopping than trending. Growth stocks, though, have been winners—growth-oriented indexes like the Nasdaq and S&P 600 SmallCap have very...
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Cabot Growth Investor 1398

Not Perfect, But Pretty Good Just about every morning when we check the financial media’s scuttlebutt, about 80% of the news is negative. Many of these are fundamental—the trade war, the Fed’s rate hike path and unwinding of its balance sheet—though some concern the itself,...
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Cabot Growth Investor 1397

Still More Good than Bad When you get down to it, the market is an odds game. No matter what anyone tells you, nobody can know for sure where stocks are headed, which is why the best investors are like detectives—collecting and analyzing the to...
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Cabot Growth Investor 1396

Growth Stock Bonanza Not much has changed over the past two weeks when it comes to the overall market. The intermediate- and longer-term trends are still pointed up, with growth-oriented indexes like the Nasdaq and S&P 600 SmallCap leading the way. On the other many...
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