Search

Dividend payments are the traditional avenue for income investors, buy stock buybacks have been attracting investors at a higher rate in the last year.

By its very nature, growth investing requires a higher amount of risk tolerance and at least a pinch of optimism.

If all you own is the S&P 500 or the Nasdaq, this was another relatively quiet week—as of this morning, the S&P is about flat, and the Nasdaq is off less than 1%. But that action masks what was a lot of turmoil under the surface: Mid-caps (down 2%) and small caps (down 3.5%) were hit hard, and the damage was acute among growth stocks, with things like the Russell 2000 Growth Fund (IWO) down 4.7% and the Ark Innovation Fund (ARKK) off more than 7%!

It’s been a modestly positive week, with most major indexes and leading stocks posting gains. As we write this Friday morning, the S&P 500 and Nasdaq are up less than a percent on the week, but both have hit new all-time highs this week.

If you see some low-risk entry points among Top Ten stocks, go ahead and take them. But it’s also a good idea to keep some cash on the sideline.

Crista reports good earnings announcements in five portfolio stocks.

We’re encouraged but not yet fully bullish. If the market and leading stocks can hold (or build on) their gains next week, then the odds would improve that the longer-term uptrend is resuming. At this point, we’ll likely bump up our Market Monitor a notch or two next Tuesday, and further strength could have us flooring the accelerator.

Simply put, the action of this week has been very encouraging. Stocks have had a lot of bad news thrown at them, from uncertainty with future Italian elections (and the possibility of leaving the euro) to similar worries in Spain (the prime minister just got voted out) to the flare up of trade tensions again yesterday (tariffs and retaliatory tariffs being bandied about).

The market’s had a wild week, as early on it continued last week’s decline, driving some indexes (including the S&P 500) back down to their rising 200-day lines and hitting some of the market’s leading stocks hard. The rally yesterday was helpful, though this morning’s reversal is far from ideal.

When it comes to the overall market, the song remains the same—the major indexes are in steep uptrends, our trend-following measures are bullish and many longer-term indicators and studies point to the bull market having months of upside ahead.

The 7 biggest S&P stocks have generated nearly all the index returns; it’s time to look for value in the other 493.

The market’s been running hot for a while, but these trading maxims can help you identify fresh opportunities, especially if growth stocks pull back a bit.

7 mega-cap tech stocks have thrived this year, driving the S&P into a new bull market, value investors are better served looking at the other 493.

As for market performance, speculative and growth areas continue to struggle while stocks tied to rising rates and cyclicals managed to garner the most attention from buyers. However, the recent short-term rally could see higher-beta areas come back into play.



Today, I’m adding Corning (GLW), which reported blowout earnings last week.

Mike Cintolo, Vice President of Investments and Chief Analyst of Cabot Growth Investor and Cabot Top Ten Trader will discuss The Best Stocks to Buy in 2021.

The high price of gasoline is one of the biggest concerns of Americans today. Everyone wants to know whether the price will decline, stay up here at $4 a gallon, or climb higher. Well, at Cabot, our very successful growth stock investing system works because we DON’T try to predict the future. Instead, we simply observe trends and invest on the expectation that they will continue.

Typically, I try to avoid partisan politics in these pages. Typically, I succeed. But today, I can’t stop myself.

In my own work, I apply six yardsticks, or price multiples, to help me find which companies are undervalued.

SolarCity, like Alstom, is in the energy business; its current goal is to be the largest electric utility in the U.S.