Search

There are two main reasons why simpler is better. First, many economic “indicators” don’t really affect the company or the stock.

The first-ever Cabot Investors Conference is set for August 14-15 at the Hawthorne Hotel in Salem, Massachusetts.

“Hertz Global Holdings, Inc. (HTZ NYSE) is in the fast lane. The rental company, with a fleet of nearly 760,000 cars, operates roughly 10,400 locations in about 150 countries. Hertz also rents equipment, while a separate unit offers fleet-management services. The car-rental industry has consolidated in recent years, leaving only...

Last month was a lousy month for most yield-focused investments, including both fixed-income securities like bonds and high-yield instruments like MLPs and REITs. The ostensible reason was the Fed’s suggestion that it might start “tapering” off its asset purchases and allow interest rates to rise. The possible implications of that...

Tesla remains on course as the leading force in the transition from a fossil fuel automobile environment to one powered by efficient electricity.

If you started investing in the last couple decades, you probably don’t remember Joseph Granville, who passed away last Saturday at the age of 90. But investors who were active in the late 1970s and early 1980s will remember Granville for a couple of prescient market calls and his idiosyncratic...

Happy Thanksgiving! I hope you are enjoying a festive day with family and friends.

Iridium Communications (IRDM, 5.96) Buy Iridium (IRDM:NASDAQ) as a bounce back play on space communications. Iridium is a global leader in providing satellite communication services. The company sells voice and data communication services to areas that are hard to reach—places where cell phones and landlines are not available. ... The company...

Yesterday three American professors, Eugene Fama, Robert Shiller and Lars Peter Hansen, won the 2013 Nobel Prize in economics for their research on asset price movement. The three don’t work together—to the contrary, they’ve actually developed some competing theories. One economist commented that the Nobel Prize committee’s decision to recognize all...

Higher interest rates have taken a toll on real estate investment trusts. Since May 1, REITs in the iShares Cohen & Steers Realty Majors (ICF) ETF have tumbled 12.4%. Marquee names like Vornado (VNO) and Boston Properties (BXP) have fared a bit better, both down more than 3.5%. Some...

Cabot’s Tim Lutts tells The Suit that a chief goal is to make his readers better educated investors.

As we suspected, September didn’t bring a fall this year. Instead, the indexes have rallied to and, with the Fed’s help, beyond their August highs. Now sentiment is brighter and many analysts are changing their tune. Is it too late to ride the bull, or do we have more upside...

The market is going up again, and no matter what else is happening, that’s bullish! But, there are some worrying indicators under the surface, particularly from the high/low indicator. Watch today’s Stock Market Crash Course to find out what you should be doing with this information.

At the end of the day, it’s not the secret insights and arcane knowledge that separate all of us from the elites in any field of endeavor.

Today, I’m going to review some basic growth investing rules. The first rule is to cut losses short.

PDF Solutions is a $695 million market cap technology company that helps its clients design and manufacture integrated circuits in greater volume, faster and at a lower cost. Its clients are fabless semiconductor design companies, foundries and integrated device manufacturers. Its top three clients are Global Foundries, International Business Machines and...

There’s a saying I’ve heard once or twice, but can’t find the origin of: “The stock market is the only place where they hold a sale and no one shows up.” If anybody knows the origin of this quote, please let me know. Unlike regular goods, which see demand increase when their prices...

Many of our REIT recommendations, after rallying sharply to new highs just before the Fed announced its tapering intentions, have come down to earth and now sell at much more reasonable valuations. Digital Realty REIT (DLR) is one of them. ... Digital Realty provides data center platform service, in a...

Volatility in Options Pricing at Earnings

Two quotes that pertain to investing the most are: “It’s Hardest to Keep Things Simplest” and “Simplicity is the Ultimate Sophistication.”