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When market pundits toss about terms like “growth stocks” and “value stocks,” it seems as if they’re saying “companies that are growing” vs. “companies that are not growing,” so we sugar-coat these companies and pretend that they have ‘value.” That’s not really what “growth vs. value” means!

I suggest you try out this subscription because the information provided is backed up by sound research from a reputable firm. Holding cash, although important, does definitely not render as much as sound dividend stocks and can be an excellent alternative.
M.S.

My pick, by the way, is New Oriental Education (EDU), which is thriving by teaching English to Chinese students of all ages, and also teaching test preparation courses. I like it because I think the growth of China will continue at a rapid rate and because I value education highly. Also, the company is fast-growing and very profitable; in the third quarter, revenues grew 50% from the year before while the after-tax profit margin was 43.9% (there’s a strong seasonal component here). And finally, the chart looks good.

Artificial intelligence is forcing the information landscape to evolve. Instead of fearing it, profit from it. We’ll be here to help.

Recently, we held our very first Cabot essay contest and the response was incredible! We received lots of insightful, well-written essays from you, our readers, and after selecting four finalists, we asked you to choose your top pick. The final results were too close to call, resulting in a tie between Essay #1 and Essay #4. Congratulations to the two winners! I’ve re-printed the two winners’ essays below with some comments written by those of you who voted. I hope you enjoy reading them as much as we did. Thanks to everyone who submitted essays and voted for their favorites--you helped make this contest a great success!

The market continues to act just fine, with the major indexes generally trading in a tight range. Tight trading isn’t necessarily bullish; if it occurs after a multi-month run, it can be a clue to exhaustion in buying pressures. But coming so soon after an initial thrust out of a big trading range, it’s probably a sign that the sellers are out of ammunition.

Deep-pocketed hedge funds cater to wealthy investors and have enough capital to move stocks significantly. Here are 3 stocks they’re buying now.

Where does the market go from here after last week’s wipeout? Few stocks are safe to buy until the dust settles. But Square stock could be an exception.

In Part 2 of his five-part series on forever stocks, Cabot’s chief investment analyst Tim Lutts profiles real estate giant Zillow (Z).

Energy and financials have been the worst-performing sectors amid this pandemic. But Chevron and Bank of America are two out-of-favor stocks worth buying.

Are out-of-favor electric utility stocks worth the investment? Very few are. But these three look like intriguing buys.

There is earnings news on several of the stocks in the portfolio.

McDonald’s isn’t the dominant growth story it was. But McDonald’s stock continues its steady performance - and a breakout may be coming.

There should be a strong recovery and bull market on the other side of this election and pandemic. Any market spooking shenanigans in the meantime should present a buying opportunity.

Bigbear.ai (BBAI) is up more than 160% in the last month on U.S. government contracts and comparisons to Palantir (PLTR). Is it too late to buy this AI stock?

Election season is underway, and now both candidates are fully on the side of cannabis investors. Here are the four reforms that make cannabis a strong buy now.

Despite a barrage of negative headlines about private lending, insider buying of private credit stocks is a strong signal that the bad news is priced in.

First, a reminder that the market is closed for the Memorial Day holiday next Monday so we’ll publish our next issue on Tuesday, June 1.

This week, the broad market continues to give mixed messages, with growth stocks as a whole lagging, but some newer stocks giving bullish signals. One of those is today’s featured stock. It came public in March and on Friday it broke out to a new high!



As for the current portfolio, there are no changes. Everything is working at the moment!

The market’s stance has changed only slightly this week. While the intermediate- and longer-term trends remain strongly up, we’ve seen the major indexes trading on reduced volume and flattening out as the year winds down. With that said, most stocks are in good shape and the odds favor higher prices in the weeks and months ahead.

Three portfolio stocks report third-quarter results.