Search

EV automakers Tesla and newly public Rivian and Lucid are getting lots of ink. But there are other ways to play the EV ecosystem stock boom.

Every Saturday, I’ll bring you a button with a phrase that relates to investing and a short explanation of what the button means.

A great stock story--even one about solar power--is still just a story.

I’m not sure who coined the phrase “Romance Stock.” But it’s a phrase we’ve long found useful at Cabot, because it provides a model that helps us understand how stocks behave.

With so much going on in the world as we enter a new year, where do stocks go from here? These 3 market indicators offer encouraging signs.

While mega-cap tech stocks have seized all the headlines, these five stocks have quietly established themselves as the best-performing stocks so far this year.

We’ve been writing about some of the market’s yellow flags for the past two or three weeks—despite a much-ballyhooed upmove in the Dow, growth stocks have been hit and miss (thankfully we sold a decent amount of stocks before this week).

It’s not just whether a stock is generally trending up or down that’s important.

Rubicon Technology (RBCN) is helping to lead the way forward in the LED industry.

The Explorer portfolio had another good week despite a sharp pullback by ElectraMeccanica (SOLO). We still have a big profit there, so I advise you to sell half your position and let the rest ride. As you review your stock portfolios going into 2021, I encourage you to take partial profits from your big winners.

As we head into a new year, I would like to thank all of you for your support and wish you all both good health and profits in 2021. But today, we have a piece of unfinished business that needs to be dealt with - Alibaba (BABA).

Here we are within weeks of the end of year and the end of a decade. It is approaching the 11th year of the recovery and bull market. The S&P 500 is up 25% in 2019 and very near the all-time high. Where do we go from here?

The overall market appears to be largely pricing in a continued trade war with China and a slowing global economy. It’s also pricing in a rate cut this month and more to follow. The indexes appear to want to forge higher provided trade frictions don’t get worse, the global economy doesn’t crash and the Fed comes through on the rate cuts.

Our stocks will start to report the week after next. And with nothing looking totally overstretched or completely beat up (though a few positions bruised), we’re holding the line today.

The market mood is always changing. Just last week the market indexes were forging new all-time highs and cyclical stocks were the best performers. What a difference a week makes.

Remain generally cautious given that our Cabot Tides are still negative, though you shouldn’t be outright defensive given the encouraging action from so many growth stocks.

Cabot Market Letter Editor Mike Cintolo shares his favorite investment maxims and advises how to implement them.

We are in the midst of a rally that has continued for about two months. This market seems to want to go higher. While the rally has slowed significantly from the initial bounce off the lows in March, the overall market is still in an uptrend.