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MarketWatch columnist Peter Brimelow praises the 12 month performance of Cabot Market Letter, up 33.2% versus 12.6% for the Wilshire 5000, and the Letter’s long-term record of strength.

As we march toward a well-deserved weekend, the market is looking to hold support (S&P 500 holding up so far while Nasdaq has cracked a little). There’s no sugarcoating it – this has been a horrific week. But if there is a glass half full perspective it’s that when everybody is bearish it just might be time to start buying.

As Xi Jinping’s power and authority grow, so does China’s economy. The most efficient way to play it is through this large cap-centric China ETF.

At first glance, these 2 dividend-paying tobacco stocks appear nearly identical, but a closer look reveals two very different companies.

After a vicious wave of rotation and selling among growth stocks and the Nasdaq late last week and early this week, support arrived and the market has been bouncing in recent days.

Buying stock of distressed companies is more of a gamble than an investment, and these two struggling retailers are best avoided.

We are recommending shares of CNH Industrial (CNHI) as a new Buy. The company is a major producer of agriculture (80% of sales) and construction (20% of sales) equipment for customers around the world and is the #2 ag equipment producer in North America (behind Deere). It also provides related supplies, services and financing.

The market rally has shown signs of broadening out beyond the much-talked-about AI stocks, and these two names are strong picks if the market flips the script.

This has been one of the wilder weeks we can remember, with huge swings up (Monday), down (Tuesday), reversals (Thursday) and big overnight movements (last night and this morning).

Please expect volatility, and that definitely includes periodic large market pullbacks. I’m not just saying that as a standard disclaimer. There’s a certain amount of irrational exuberance that’s taking place now.

With a history of both stability and profitability, this big bank stock is currently trading at an unwarranted discount to its more volatile peers.

One yield-boosting strategy that’s increased in popularity is writing covered calls on dividend paying stocks.

Here at Cabot, we have been successfully employing market timing disciplines for decades.

For today’s Dividend Edition of Investment of the Week, I wanted to introduce investing with dividend reinvestment plans, or DRIPs. We have two Dick Davis Digest contributors who focus exclusively on investing with DRIPs, and others who recommend them occasionally. So DRIPs appear in the Digests fairly regularly, and I...

With the market falling like a stone today, it’s tempting to conclude that a bottom is near. But the fact is that identifying bottoms is very difficult to do in real time, so the prudent course is to reduce risk, which we do this week by selling three more stocks.



As for the new recommendation, energy stocks have been a pocket of strength, so energy it is!

The market remains quite weak, and thus ripe for a major rally at any time. But until we see real strength, continued caution is advised.


In the meantime, you may want to nibble on today’s innovative consumer footwear stock, especially if you’re a customer.


As for the portfolio, we’re selling two stocks, cutting losses short so they don’t grow larger.


Note: next week’s issue will be published on Tuesday, due to the Memorial Day holiday.

Three portfolio stocks report earnings.

This portfolio stock reported Q1 results after the close yesterday that should have investors feeling pretty good about the company’s ability to weather this pandemic.

Options trading education and playing tennis are two of my greatest passions in life. Last weekend, my two passions converged.

Today we start with a discussion of oil prices, starting with the chart published in January 2015, which shows that oil prices, after building a long plateau in the $110 per barrel range, plummeted to $50 per barrel in late 2014.