The market remains in fine shape, and while earnings season is likely to hike volatility (as it always does), the big picture tells us that the sellers just aren’t willing to stand in the way of this uptrend. Happily, most of our Model Portfolio stocks are acting well; we’re content to hold our 17% cash position and see what earnings bring, but over time we’ll look to put that money to work. In tonight’s Cabot Market Letter, we review all of our current holdings and indicators, and also talk about two out-of-the-way growth stories on page 5; we’re watching both of them closely for possible new buying, should opportunities arise.
