Search

This is one of those periods where it’s impossible to know what’s going to happen next given all the variables. So it’s better to look at the big picture trends and not try to get too cute in the short-term. For us, that means sticking with what we have been doing, since nothing is fundamentally or technically broken.

This list of the best investment sites to research stocks aims to help individual investors navigate the sea of stock-related information.

“Disruptive” technologies are not new. But nowhere have disruptive innovations had as much impact as in the technology industry.

Emerging markets ETFs, the strategy that doesn’t really deliver results. I’m going to make a blunt statement.

You should instead fall in love with your portfolio performance.

A year ago, I recommended a cloud software stock to my subscribers that’s up 60% since. Here’s what it is, and what it does.

Today I’m proud to announce the addition of two well-respected newsletters to the Cabot Family of investment advisories, Dick Davis Digest and its companion, Income Digest.

Sometimes it’s the things you don’t do as an investor that determine your success or failure.

This August, we’re staging Cabot Investment Conference, a three-day chance for our subscribers to meet all of our editors.

Another Fed rate hike is on the near horizon. Before it happens, you should buy these three stocks in this red-hot sector.

We have a few nuggets of news this week. And in two weeks, earnings season will kick in with three of our software stocks reporting. There are no ratings changes this week. And we should tip our hats to PFSweb (PFSW), which earned top gun honors with its 15% rally.

Remain mostly bullish as our trend-following indicators are still positive and most leading stocks are in solid uptrends. We have no changes in the Model Portfolio tonight as we are keeping some cash (17%) on the sidelines.

The market has finally gotten off its knees, but our two main trend-following indicators are bearish and most stocks are still in rough shape. I advise you to remain patient and defensive but we could nibble on a stock if the market continues to power ahead. Since we sold a position on Monday, no rating changes to the portfolio tonight.

Remain bullish, while keep your eyes open as some stocks have hit potholes. The market itself is in good shape, though we continue to think some news-driven ups and downs are likely in the near term.

Centrus Energy (LEU) was steady this week as Congress seeks another $1.5 billion in a government funding bill to boost domestic supply of uranium to offset lost Russian fuel.

Ford (F) shares rose 7% this week as its October U.S. sales declined by 10% but electric vehicle (EV) sales rose nearly 120% year over year. It now claims to be the #2 EV seller in America behind Tesla.

Small-cap stocks continue to underperform their larger peers though, with the exception of this morning, the S&P 600 Small-Cap Index ETF (IJR) has been inching higher toward resistance at 110.

It’s possible that with expectations for the first rate cut being pushed out to June (currently, subject to change) that my expected small-cap rally has been similarly delayed. I have been surprised that this asset class hasn’t seen more momentum.

For the past six to nine months the consensus among traders had been that the Federal Reserve would be cutting interest rates this year, and some thought it would be aggressive cutting. However, that narrative may have changed on Thursday as two Fed members noted that the central bank might not cut at all in 2024. This sent shockwaves through the stock market Thursday and Friday.