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Two weeks ago, HomeAway released an excellent third-quarter earnings report, which brought buyers running.

If you’ve had any real estate dealings, or done any research on real estate, you’ve probably used Zillow.

This year we celebrate 43 years of publishing Cabot Market Letter. Here’s an interview with chief analyst, Mike Cintolo.

SolarCity, like Alstom, is in the energy business; its current goal is to be the largest electric utility in the U.S.

Today brings the third installment about my recent 17-day 4,218-mile road trip to and through the American Midwest and back—which I’m presenting not chronologically but thematically. Today’s theme is art, not least because my wife is an artist, and the one concrete reason for this trip was an opening reception at the “Minnesota Center for Book Arts” in which she had work.

Any stock can be undervalued. It can be a company that’s underperforming and has been given a low valuation.

Recently I did a road trip in my Tesla with my wife, from Salem, Massachusetts to Savannah, Georgia and back.

My stock idea today takes its cue from water. Good old H2O. Water is a daily requirement of all living things, and the earth has a limited supply. So as the world’s population increases, proper management of water resources becomes increasingly critical. And where are both the population and the use of water increasing especially fast? China. So my idea today is a very young stock, which came public on June 24 and just earned a spot in Cabot Top Ten Report.

I love to read, so I was very excited when e-readers first came on the market. But since then, I’ve discovered several things about them that have stopped me from buying one. However, I have a solution that may make them more appealing.

The stock was highlighted in a feature on companies with low price-to-book value.

Take intuitions and hunches seriously, but don’t act on them right away.

I’ve received a bunch of questions regarding the Visa IPO this week. Many believe, because MasterCard (MA) turned out to be such a good investment, that Visa is probably a good buy. My answer to that is ... maybe. From a technical perspective, the game plan is obvious: Do not buy the Visa IPO, but do keep an eye on the stock. If it can form a relatively tight consolidation and if the market can show real signs of turning up, then you could consider taking a position on a breakout. It takes some work, but the rewards can be worth it.

Wedding planning provides a time to learn lessons that can be applied in the market. And Canadian Solar is looking good, as it’s growing lightning fast, but it’s only owned by 20 mutual funds, making it a higher risk/reward situation.

Back at the beginning of this email, I mentioned the American Association of Individual Investors (AAII). I’m a life member; they made me an offer I couldn’t refuse about a decade ago, and I expect to come out ahead on the deal. Anyway, AAII regularly tests investing systems to see which ones perform best, and over the long run, two systems stand head-and-shoulders above the rest. The first is the CANSLIM approach advocated by Investor’s Business Daily (IBD). The second is Martin Zweig’s system.

There is no sugar coating it, the market had a very bad week as the S&P 500 fell 2.5%, the Dow lost 2.14% and the Nasdaq declined by 2.6%.

There is no sugar coating it, the market had a very bad week as the S&P 500 fell 2.5%, the Dow lost 2.14% and the Nasdaq declined by 2.6%.

After a very difficult September during which the S&P 600 SmallCap Index fell back to the May lows, things have finally stabilized in small-cap land over the last two weeks.

Energy stocks have been one of the main contributors lately, as have consumer staples and discretionary stocks. These guys have helped offset weakness in small-cap healthcare and tech.

Where to begin.

Let’s start here. I think the idea that the Trump administration had a perfectly executed strategy that included tanking the global equity markets and sending the bond market into utter chaos, to get to the point of announcing 10% tariffs across the board as a major “win,” excluding China, is a stretch.

The market has been singing a more bullish tune lately and small caps are back in the headlines.

That’s because small caps enjoyed a nice rally after last week’s CPI and PPI data came out and the 10-year yield retreated.

Market observers have seen that the market rally has been broadening beyond just the Magnificent 7 and that small and mid-caps (SMID-caps) have been getting in on the action as well.

The market seems to be a bit complacent given the risks of the virus spreading rapidly in China and elsewhere but we need to remain a bit cautious. There is some suspicion that China is downplaying the numbers.