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Reading the 10-K financial reports of the companies in which you’re invested seems boring and unnecessary. But it will surely make you a better investor.

With earnings season starting next week, few if any companies had much to say this past week. We had no companies reporting earnings this past week and only one provided news of any note.

So, we delve briefly into cryptocurrencies and more deeply into the fascinating financial, strategic and governance train wreck that is Wayfair (W).



Next Friday, Wells Fargo (WFC) reports earnings, and Mattel (MAT) and Nokia (NOK) report the following week. Then, the earnings deluge starts with 13 companies reporting during the week of July 24th.

We’re moving a stock from Buy to Hold.

In the October Issue of Cabot Early Opportunities, I dig into a group of software companies that have upside potential from AI, automation and security. I also feature a diversified bioprocessing and advanced materials company that’s drawing attention right now and go deeper into a very small industrial company that few investors have ever heard of.

As always, there’s something for everybody!

Famed investor Peter Lynch has often said to buy stocks that you know. But does that always work? Yes and no. Here are some recent examples.

The intermediate-term trend in emerging market stocks remains down, and we continue to advise a substantial degree of caution. At the same time, the fact that the indexes (both emerging markets and domestic) have been able to hold above their February lows means there’s a chance that a renewed advance can begin at any time. But we won’t predict; we’ll just follow the market’s lead, while keeping you apprised of the action in the highest potential emerging markets stocks we can find. Today we add another name to the watch list; it’s an old friend that just hit a new high a couple of days ago.

Investors continue to cycle in and out of different sectors, and biotech stocks are next in line to benefit from that sector rotation.

There’s no getting around it: Growth stocks have crashed, so what do we do now? We can start by looking at these areas of the market that are still strong.

Knowing what Solo 401(k) providers can offer will help you determine if it is the right kind of retirement investing for you.

Understanding your retirement options is an important step to planning accordingly. Learn all about the 457 retirement plan now.