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This beaten-down global logistics company was instrumental in redefining trade for a new era. So, with trade dominating the headlines, is the stock a buy?

If you are able to get prequalified for a mortgage, then you will have an easier time making a bid on the property of your dreams.

Only three months ago, the financial community, including investors, analysts, economists, commentators and others, despaired that the Fed’s rate tightening program would produce a hard landing. The resulting combination, of higher interest rates and slowing/negative earnings and economic growth, is toxic for stock markets. Not surprisingly, the S&P 500 tumbled 27% from its highs to touch 3,500 in mid-October.



With the turn of the calendar and minimal discouraging economic news, the same financial community is now optimistic that we’re headed for a soft landing, or possibly no landing at all (economic growth remains positive). Worries that the Fed will inexorably keep raising interest rates have been replaced with the view that perhaps only 25 or 50 basis points of further increases are ahead. The outlook previously labeled as “toxic” has been transformed into “supportive” for equities. In the three short weeks since year’s end, the S&P has lifted 5%.

The market is working its way through significant developments on many fronts – U.S. presidential race, raging pandemic, positive vaccine developments – and information overload is causing some intense action in individual stocks.

First Solar was one of our biggest winners ever back in 2007 to 2008, but honestly, we’ve never found much to get excited about from the company in recent years.

The market is off to a superb start to 2020 with many growth sectors finding their groove and ripping higher. The S&P 600 Small Cap Index continues to trade above the all-important (my opinion) 1,000 level and we’re seeing participation from a wider breadth of sectors than in the past.

The real short version of what’s going on out there is … we’re officially in a bear market in growth. And it’s been particularly tough going in the super-fast-growing small-cap stock arena.

We’re switching Target (TGT) and ConEd (ED) from Buy to Hold today. The rest of our ratings remain unchanged.

It’s an interesting time to be an income investor, to say the least. Interest rates have plummeted post-Brexit, as investors flee to the safety of fixed income just as central bankers are promising more stimulus for shaky markets. The yields on U.S. 10-year and 30-year treasuries are at record lows, while yields on more and more global bonds are going negative.

Stock markets started the New Year with a nice pop yesterday, after closing out the last week of 2016 marginally lower. While one day of action isn’t enough to indicate a trend, we’re optimistic that 2017 could bring a strong market rally.

Well, things are looking up in the emerging markets world! The Cabot Emerging Markets Timer has given us a new buy signal and we’re taking advantage by moving two stocks from the Watch column, one from the Hold column and one brand new stock all to Buy ratings. All told, it’s an early holiday present for all of us. Read on for details of the good news!

Today’s recommendation is a very strong Chinese stock that had quieted down nicely during the past two weeks and is now on a four-day run. One thing we really like in a growth stock is a huge mass market, and this company is right in the middle of one of the biggest markets there is.

Now is the time to formulate a system that works for you. You’re more than welcome to start with the general philosophy from one of our newsletters and then tailor it to your own personality. Some rules, like cutting losses short when buying growth stocks, are absolute. Others, like how to sell can be adjusted to your own trading and investing goals.

VIDEO: DRIP investing has always been a good way to build long-lasting wealth. In today’s low-interest-rate environment, with CDs, MMAs and Treasury bonds offering little in the way of yields, it has become a necessity for any income investor saving for retirement.

Earnings season has arrived, and with it could be a recalibration of investor expectations for stocks broadly.

The S&P 500 Index seems reasonably priced at 19.5x estimated 2024 earnings. But nearly 30% of the index’s weight comprises Magnificent Seven stocks, whose average multiple is 33x. Estimated earnings growth rates for these Mag Seven stocks, which average 19% for each of the next five years, set a high bar. When high expectations meet less-high reality… well, investors know what can happen to stock prices. And, any wobbling in the largest stocks can send the market broadly lower. As Dennis Gartman, the legendary and now-retired writer of The Gartman Letter, frequently said, “When the generals leave the field, the rest of the army follows.”

Our EEM Signal slipped below its 20-day moving average this morning and is right on top of its 50-day average. We will remain positive and constructive but lean toward finding some bargains. Most likely, the next two ideas will come from heavyweights India and China.

Earnings update from a company that recently reported and comments on other recommended stocks. And, an on-the-ground view of globalization.

Want to find the best growth stocks? Look no further than the stocks that are already advancing, with the potential to go much higher.

“Jacob, thanks so much for your help getting me a 20% gain in the last 3 weeks on my entire brokerage account. I might not see a stretch like this again anytime soon, but I know you made it possible. Really the last month has made the effort and anguish on my part trying to learn to trade worth it.”

D. Conway, Stuart, Florida