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Last week, I looked back at the top 10 investing trends of 2010. In that issue, I promised a look forward to the trends that will likely dominate 2011. Of course, no one can say for sure what will happen in the future (distrust anyone who claims they can). It’s...

In this week’s Stock Market Video, Mike Cintolo discusses his “lean bullish” stance toward the market as the evidence continues to improve, especially when it comes to growth stocks—in fact, he’s most impressed with the number of “liquid leaders” that have launched of late, usually on earnings.

You don’t hear much about it anymore, but the Internet of Things (IoT) affects many aspects of our lives. With that in mind, here are 3 IoT stocks to buy.

With earnings season largely over most of our stocks are now moving based on news that affects the broad market, and less on company-specific trends, with a few exceptions.

Stocks are on track to post gains for July as Explorer recommendations have a good week with new pick Centrus Energy (LEU) up 20% followed by Cloudflare (NET), up 15%. Now, we head to Germany for today’s pick.

Everybody is talking about the potential of generative AI. But a lot of organizations haven’t yet organized their digital data in such a way that they can leverage it for AI, let alone protect it once AI applications gain access.

Today, we’re jumping into a steady-growth software company that helps solve this problem.

Happy Chinese New Year! The year of the horse is upon us.

China is expecting an incredible 9.5 billion trips to be made during the 40-day Lunar New Year travel period. Chinese automakers are also on the move as the country’s numerous brands sold nearly 200,000 vehicles in Britain last year, doubling their market share to almost 10%.

The major indexes continue to hit new highs, all Cabot’s market timing indicators remain positive, and our portfolio is solid, with no particular worry spots today. Third-quarter earnings have been good to us.

Of course, that will change, and when it does, we will adjust our stance, but for now, we’re making hay while the sun shines—only downgrading one stock to hold today because it’s gotten too expensive.

As for today’s new recommendation, it’s an undervalued stock in a traditional industry, and paying a solid dividend to boot.

Details in the issue.

The market bounced back in the first few days of last week, but Friday’s negative reversal, combined with today’s downmove, makes it clear that there are still sellers lurking out there. Our thoughts remain unchanged—on a near-term basis, expect more choppiness and hesitation; taking some profits on strength and holding some cash makes sense as we head into earnings season. That said, we can’t conclude the intermediate-term trend has turned down, either for the market or for most stocks; thus, while you should dump your losers and laggards, we recommend holding on to most of your best performers.

This week’s list reflects the recent environment—most of the names are either a bit thinly traded or have the ability to trade outside the market’s influence (housing, precious metals, etc.). Our favorite of the week is Fusion-io (FIO), a relatively new technology firm that is growing rapidly and has been acting very well over the past few months.

Stock Name	Price	Buy Range	Loss Limit
Accenture (ACN)	0.00	68-70	-
Align Technology (ALGN)	316.20	35-38	-
CLGX (CLGX)	0.00	26-27	-
Cosan Limited (CZZ)	0.00	15-16	-
Fusion-io (FIO)	0.00	29-31	-
NetSuite, Inc. (N)	0.00	60-62	-
ONYX Pharmaceuticals (ONXX)	0.00	83-87	-
Qihoo 360 (QIHU)	0.00	21-23	-
Whirlpool (WHR)	0.00	81-84	-
AUY (AUY)	0.00	18-19	-

Markets coughed up a hairball at the end of last week and weren’t all that happy today. Defensive stocks had a better time of it, but many growth issues came under heavy pressure. A few high-profile issues (like Google GOOG) got taken to the cleaners after poorly received earnings reports. It’s too early to conclude that markets are in for a big correction, but the action is negative enough to warrant taking a slightly more defensive posture. You should tighten up the leash on your stocks, maybe be a little quicker to take partial profits or cut losers off if their charts deteriorate. Don’t go in for wholesale selling, but work to protect your portfolio.

This week has an interesting list of metals, large-caps and retail, but the Editor’s Choice is Citigroup (C), a global banking giant that’s making a slow comeback from a massive correction when the housing bubble burst. It’s a good value for a high-quality stock that’s appealing to institutional investors.

Stock Name	Price	Buy Range	Loss Limit
Silver Wheaton (SLW)	0.00	37-39	-
Weyerhaeuser (WY)	0.00	27-29	-
Chico’s FAS (CHS)	0.00	16-18	-
Citigroup Inc. (C)	0.00	35-37	-
Coeur Mining (CDE)	0.00	27-29	-
Domino’s Pizza (DPZ)	339.47	40-42	-
LyondellBasell Industries NV (LYB)	0.00	51-54	-
Ocwen Financial (OCN)	0.00	34-38	-
Oshkosh (OSK)	95.04	28-31	-
Polaris Industries (PII)	0.00	84-88	-

After a brief shakeout last Monday, supposedly on fears that Italy would leave the EU, the market reversed course and has been pushing higher and higher since, supposedly cheering on the continued strong performance of the U.S. economy.

I’m enjoying the ride, and I assume you are, too. But I must remind you that good news is prevalent at market tops, while bad news is what you wallow in at market bottoms. So keep your eyes on the exits—while continuing to hold the best stocks as long as the market supports them.

My recommendation this week is a high-quality Chinese growth stock that has just completed a normal pullback. In fact, while the market was down today, this stock was up!

Markets were closed yesterday in honor of the late President Jimmy Carter.

No matter your politics, the service was well done and inspirational.

It was a solid opening this first week of 2025: new recommendation American Superconductor (AMSC) shares were up 10%, Centrus Energy (LEU) shares were up about 8%, Cloudflare (NET) shares were up 7.5%, and Dutch Bros (BROS) shares were up 7.3%.

The Trump Administration is off and running along with Cabot Explorer stocks as markets closely watch the potential for tariffs on Canada, China, and Mexico.

Mexico and Canada are America’s two largest trade partners, and both countries are bracing for major economic disruption should Trump follow through. Mexico and Canada send about 80% of their exports to the U.S. Market turbulence in stocks based in Mexico or Canada could create an opportunity for us.

In the June Issue of Cabot Early Opportunities, we continue to lean into AI themes while taking a swing at a speculative space communications company. We’re also trying to keep things real here on earth with a picks-and-shovels-type infrastructure play, and we pull back the curtain on a real rarity in 2024, a software stock with a nice chart!

As always, there should be something for everybody.

As the market shows signs of getting off its knees, some opportunities are emerging. Here are two early-stage growth stocks that look promising.

After banner returns in 2020 despite it being a stock picker’s market, here are our analysts’ three top stock picks for 2021.

While tech stocks have boomed this year, financials have lagged. When the economy recovers post-Covid, these 2 big bank stocks should thrive.

LinkedIn (LNKD), Tesla Motors (TSLA) and ZipCar (ZIP) are all recent IPOs.