Daily Posts Archive
I’m not sure who coined the phrase “Romance Stock.” But it’s a phrase we’ve long found useful at Cabot, because it provides a model that helps us understand how stocks behave.
In honor of the two-year anniversary of Cabot Small-Cap Confidential, I’ve been bringing you a multi-part series with Editor Thomas Garrity. Today he’ll reveal some of his time-tested investing rules.
It’s easy to give economists a hard time. But I do have an unsung hero-economist to tell you about, and if you’ve taken a flight on a major airline in the past 30 years, you’ve reaped the rewards of this man’s work.
I am recommending two stocks today that are found in the same industry, but are almost opposites: Bunge (BG) and J. M. Smucker (SJM).
On any given day, I don’t know the level of the Dow, or the level of the Nasdaq or the price of any stock I’m following. But I do remember trends very clearly, and I can say with great certainty that today’s stock market is very strong.
Up-and-coming star National CineMedia, Inc. (NCMI 15.72 NasdaqGS) operates the nation’s largest in-theatre advertising network. Theatre advertising is a cushy duopoly with formidable barriers to entry. In fact, the entire industry is dominated by just two firms, which combined have agreements with over 90% of the nation’s 38,000 screens. But...
In honor of the two-year anniversary of Cabot Small-Cap Confidential, I’m bringing you a multi-part series with Editor Thomas Garrity, where will explain his market outlook, his favorite investing book and what he learned from last year’s bear market.
As most of you know, I use charts on a daily basis, but I hesitate to call myself a technician. But there is a tenet of technical analysis that is worth remembering: The longer the base the longer the race.
I’m a great believer in the adage that although history doesn’t repeat, it often rhymes. So today I want to review the story of the rise and fall of EMC ... and see if we can learn something from it.
One of the largest publicly traded MLPs, ONEOK, Inc. (OKE 34.22 NYSE – yield 4.90%) is a leader in the gathering, processing, storage and transportation of natural gas in the U.S. It owns one of the nation’s premier natural gas liquids (NGL) systems, connecting NGL supply in the mid-continent and...