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Earnings season has arrived in full force. So far, cyclical companies are rallying and technology is faltering, just like before earnings.

Big tech earnings have been mixed so far, with more to come this week. Investors so far haven’t seen enough to change their view that AI investment is too high while revenues have not soared enough yet. That attitude could change soon or endure for a while longer. But AI will be back in favor at some point.

Despite a tumultuous start to 2025, the S&P 500 index finished the year with an impressive 18% gain (including dividends), trouncing widespread expectations for an overall negative performance.

Leading the charge, of course, were the Magnificent Seven stocks, with the AI boom acting as a major catalyst for the market’s strong showing. Analysts seem to be divided as to whether the “all things AI” investing trend will persist into 2026, but many of the leading Wall Street prognosticators nonetheless still expect the bulls to maintain their control of the market in the new year.

Every so often one of our stocks is the target of a short report that tries to make the case that a company is garbage, a fraud, and/or wildly overvalued.

Finding promising growth stocks in this market is a challenge, but we’ve identified a handful of characteristics to help us find the best. These three have fresh leader written all over them.

As oil prices have risen, the energy sector has gotten going. This supplier of precision-engineered fluid motion and control products is leading the way.

A revolution in electronic payments is underway, one that could drive growth in the industry for decades. And Visa stock could be a major beneficiary.

Political brinksmanship and dysfunction have derailed the summer’s rally in cannabis stocks, but despite muddy political waters, there are still catalysts to fuel a resurgent rally.

The new House speaker has an oppositional record with cannabis. Here are two reasons that won’t torpedo cannabis stocks.

My family and I traveled to London recently and we may have contributed to the “Taylor Effect,” an inflationary spike following Taylor Swift around Europe.

With the election behind us, the Fed cutting rates, and financial markets strong, these stocks and sectors look like the best investment ideas for 2025.

As the cost of living rises, no sector has struggled more visibly than fast food, and Wendy’s (WEN) is the poster child for this phenomenon.

In football, too many scouts focus on how a prospect looked in the workout room or running drills in a T-shirt and shorts.

While admitting that now is not the best market for growth investors, Cintolo can still find growth stocks with big potential.

Note: Due to the celebration of Independence Day next week, the next issue will be delivered Tuesday, July 5.
The market rallied strongly last week, erasing some of the carnage of the previous two weeks, but the main trend is still down and thus caution is still advised.


This week’s stock is a growth company that serves the solar power industry, and the stock looks attractive now because it’s basically been treading water for 17 months.


As for the current portfolio, which is 25% in cash, there’s one Sell.


Details in the issue

We remain in a confirmed bear market, so caution is still appropriate.
But there’s always something interesting to consider buying, and this week’s recommendation is a young stock with a good story, which involves helping the oil and gas industries use water more efficiently.


As for the current portfolio, which is 25% in cash, there’s one Sell.


Details in the issue.

November through most of January was relatively smooth, but we’ve seen more cracks over the past month—especially this week, as growth stocks have come under severe pressure. To be fair, our trend following indicators are still positive, so we’re not selling wholesale, but we’re not letting stocks get away from us on the downside, either.

Earlier this week, we cut bait on CrowdStrike, and tonight, we’re letting to of NovoCure, taking small profits in each. Our cash position will now be around 40%, and as always, we’ll remain flexible going forward, prepared to either put money to work (if this is another short-term shakeout) or raise more cash (if a “real” correction unfolds.)

The long-awaited correction has begun, and it’s been a doozy, driving the major indexes and many stocks dramatically lower; our Cabot Tides turned negative on Monday, and despite coming into the week with 17% in cash, we’ve been paring back quickly, selling all of Inphi and taking partial profits in both Vertex and Sea Ltd, leaving us with 36% in cash. And going forward, we have a few names on tight leashes should the selling continue.

That said, it’s not all doom and gloom; our Cabot Trend Lines are still positive, and many leading stocks, while dented, are hanging in there (including some we own). The odds favor this correction needing more time to finish up, but the odds also favor the overall bull market still being intact.



In tonight’s issue, we dive into all of our stocks, highlight a few we’re watching, and talk about one sector that, despite this week’s maelstrom, seems to be in position to thrive during the market’s next sustained upmove.