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I’m tempted by the idea of finding a stock at the bottom of a correction. I’ve given up on the idea of recognizing a bottom in the market. Market bottoms are idiosyncratic, sometimes bumping along for weeks or months, sometimes forming sharp Vs and other times W-shaped patterns. As I always say, the only people who consistently sell at the top and buy at the bottom are liars.

Despite the Greece debacle, the IPO market has been on fire of late. Here’s what you need to know.

Micron Technology (MU) is a stock that we have traded in the past, and it’s held by many top hedge funds. The company reported earnings last night, and option activity in the stock has been interesting lately.

from Capitalist Times In its fiscal third quarter ended March 31, 2015, Student Transportation (STB) grew its revenue by 13% and its cash flow by 20%. Operating margins also widened to 20.6% from 19.3% a year ago, thanks to lower fuel costs and efficiency gains. In recent years, the company has sought...

I often write that “XYZ stock is showing a good set-up” or “is set-up nicely.” What exactly do I mean? That’s a question I’ve gotten a few times during the past couple of weeks, so I thought I’d add some color to it here.

The shift from fossil fuels to renewable energy sources is well under way and will accelerate as automobiles using these new energy sources become more competitively priced and more convenient to use—which will bring some creative destruction to the energy industry. (Most people don’t see it coming yet, but that’s typical when it comes to long-entrenched technologies.)

Our Spotlight stock, Textura Corporation (TXTR)—a company that is using cloud-based technology to make project management more cost-effective and efficient—reminded me of my experiences in building a couple of homes over the years. While I ended up with some very nice homes, despite the best intentions—and a lot...

Today brings the third installment about my recent 17-day 4,218-mile road trip to and through the American Midwest and back—which I’m presenting not chronologically but thematically. Today’s theme is art, not least because my wife is an artist, and the one concrete reason for this trip was an opening reception at the “Minnesota Center for Book Arts” in which she had work.

Few things get the attention of investors like a good old international crisis. This time around, the culprit is Greece, a country that has been teetering on the edge of default for nearly five years. I’m not an economist, so I won’t comment on what Greece’s potential downfall could do to interest rates, economic growth, unemployment and the like. But I am a student of the market, and I have three thoughts to offer.

Rising interest rates mean danger for more than just bonds. Do you own any of the six asset classes below that are in the line of fire from rising rates?

That constant tug-of-war between the bulls and the bears has been a recurring theme of late. And the back-and-forth market direction has reached historic levels.

NetEase Inc. (NTES, Weiss Ratings: A+) posted a first-quarter jump in profits of 13% while net revenue surged nearly 55%, backed by the high demand for online games and related content. Its shares, up 82% over the past 12 months, were up nearly 7% early...

This morning I went back and looked at how a simple buy-write strategy would have performed in FB if executed the same way each month. The strategy would be to buy the stock and sell a call several dollars out of the money each month once the call initially sold had expired.

I’m a big fan of moderation. I drive fast during my commute to Cabot, but I never want to be the fastest car on the highway. I like to watch television, but my family makes do with a 32-inch screen. And while I certainly like to eat and drink, I avoid restaurants with unlimited buffets; I can’t eat all I can eat. But today, what I really want to write about is the path of moderation in growth investing.

Columnist Peter Brimelow comments on top-performing Cabot Market Letter’s bullish market view.

Diversification is one of the first portfolio management principles equity investors learn. It’s simple enough to understand; it’s simply an extrapolation of the old advice not to put all your eggs in one basket. And it’s good advice. But most investors have a narrow view of what diversification means.

Biotech stocks have been red-hot this year, and a major reason for it is the glut of promising treatments being developed for diseases that have long been woefully undertreated.

Amid this relentlessly sideways market, fast food stocks have been a surprising outlier. Here’s why that outperformance shouldn’t be a surprise.

On June 18, I received an email from a subscriber to Cabot China & Emerging Markets Report, the investment advisory for which I’m Chief Analyst. Here’s what I wrote back to my subscriber, slightly edited.

Option liquidity is a major issue in a stock like INVN versus GE. On average, GE trades close to 100,000 options per day. INVN on the other hand, only trades a couple thousand contracts a day. The time until expiration is another key component to the option width.