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The market has been acting in a near picture-perfect manner for the past few weeks, and we’ve responded by steadily adding to our exposure—we put 15% of our cash to work in early January, another 20% last week when our Cabot Tides turned positive, and tonight we’re adding one new (but familiar) name to the Model Portfolio, leaving us with around 35% on the sideline. There are still headwinds (like our Cabot Trend Lines being negative), so we’re not flooring the accelerator, but as the evidence has improved, we’ve grown more optimistic. Tonight’s issue goes over all our current stocks (including tonight’s new addition), and details a better way to “buy low” than most investors use.

In this week’s video, Mike Cintolo discusses his bullish stance today and his optimism that 2020 is going to be another great year.

The most important thing at earnings season (and really, at any time in the stock market) is to have a plan and be consistent.

I recently visited Ruth’s Chris steakhouse in Boston for a wonderful meal. Despite the stigma of being a chain, every meal has been absolutely terrific. Ruth’s Chris (RUTH) just came public in 2005, but has since slid from the mid 20s to 6 1/2. Revenues have grown fairly consistently, but earnings were cut in half during the fourth quarter, and projected to shrink some more this year. The stock just hit a new low today! Thus, I think it’s a good idea for any steak lover to visit one of the premier steakhouses in your area every couple of months. It’s a real treat! But when it comes to investing, the message is clear: Enjoy the steak, but avoid the stocks.

One of the longest-running Investment Digest features is our annual Top Picks issue, for which we ask all our contributors to send us their single favorite stock to buy for the coming year. In July, we ask them to update us on their picks. And finally, in December, I like...

We’ve all heard the personal finance advice on how saving can allow you to live comfortably in your golden years.

“Don’t be a yield zombie. An exchange-traded fund that yields more than 20% is just as risky as a stock that offers a similar yield. “With interest rates at rock-bottom levels and equity markets enduring severe fluctuations, low-volatility income streams are scarce. Consequently, investors have resorted to unconventional income investments to...

Buffett, Graham, Icahn, Templeton ... these are just a handful of seven legendary investors that have helped define what investing success means for generations. In this month’s issue, we’ll investigate the strategies that made these investors titans of the industry, what they have in common, and how you can adopt those strategies to achieve greater profits in your own portfolio.

With market jitters returning following the Fed’s meeting yesterday, we’re going back to a segment that’s served us well so far this year – MedTech.

Today’s portfolio addition is another highly specialized company that’s doing things far better than the competition and growing by over 30%.

Enjoy!

Helen of Troy (HELE) is imploding on earnings today, despite beating estimates on both the top and bottom lines. Revenue, however, declined 9% year over year, while earnings per share of 59 cents were less than half the $1.21 the company earned in the same quarter a year ago, though they were north of the 54-cent estimate

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

Sensient Technologies (SXT) Reports: Moving to Sell

It’s been encouraging to see the market stabilize over the last two days (though yesterday was a crazy session).

Enovix (ENVX) reported Q1 results yesterday after the close that met revenue expectations with $5.1 million. Operating expenses rose in the quarter and will continue to do so into Q2 to support the ramp up to mass production and to prepare for higher production capacity at the newly acquired South Korean battery manufacturing plant.

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

I’m recommending that we sell a quarter of our position in American Airlines (AAL).

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.