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Sell Another Quarter of Alibaba Group Holding (BABA)

Sell Amer Sports (AS) for Modest Gain

Sell Fidelity National Information Services (FIS)

Sell a Half Position in Paramount Global (PARA)

With a slew of fresh ideas coming in tomorrow’s August Issue and a portfolio that may soon have too many ideas to stay on top of, I’m trimming one position today.

Just a quick reminder that, as per last week’s Special Bulletin, the March Issue of Cabot Early Opportunities will be published next Wednesday, March 26. Among the reasons for pushing the Issue back a week is that it will allow time for new portfolio additions to reflect today’s Fed decision to hold rates steady and the updated Summary of Economic projections (SEP), which implies a total of two 25-basis-point cuts this year.

Sell Astera Labs (ALAB) and Cellebrite (CLBT)

Take Profit in Starbucks (SBUX); Sell American Airlines (AAL)

Shares of Byrna (BYRN) are trading modestly higher this morning after the company released preliminary revenue results for Q3.

Sell a Quarter Position in JetBlue Airways (JBLU)

We’re going to show respect for the deteriorating breadth of the market by selling Willdan Group (WLDN) today at about our entry point (maybe 1% or 2% below it, depending).

Sell a Quarter Position in Dollar Tree (DLTR)

Hello from Senegal! While there is no regular Cabot Explorer issue this week as I am halfway around the world, I do have two new Sell alerts today.

Lighten up a Little

For almost everything we buy in life, price matters. From gasoline to automobiles, cheeseburgers to chateaubriand, we’ve learned that the lower the price, the better the deal.

Microsoft wants to pay $44 billion - perhaps the largest technology purchase ever - to buy Yahoo! Why? To compete with Google! But does it make sense? Well, from a big-picture point of view, anything that can thwart Google’s dominance of Internet search and advertising probably makes sense for Microsoft, and if they’ve got the cash, there are worse places to spend it. But does this make for an attractive investment opportunity? Do you want to own a piece of Microsoft/Yahoo!, recognizing that the Microsoft part is eight times the size of the Yahoo! part?

Today, because of some of the questions I’m getting from newer subscribers, and from some who attended my online seminar last week, I want to dispel a handful of other investment myths.

You should remain bullish and flexible. Most of the evidence remains positive, including the trends of the major indexes and action of leading growth stocks.

The market’s evidence has worsened some this week—our Cabot Tides are now on the fence as the broad market has softened.

Today, I want to share the third idea in my series featuring the strongest Canadian dividend paying stocks.