Search

The market’s attention has been squarely focused on jobs this week as updates on that front are likely to influence the Fed’s upcoming decision on interest rates next week. If it hikes (which is likely), it will mark just the third increase since the financial crisis.

The market is still serving up its fair share of surprises, both to the upside and to the downside. We’ve experienced a few of both in our portfolio, and over the last two weeks, we’ve stepped aside from three stocks (my rationale was detailed in the Special Bulletins). This week, two of our stocks reported, and I moved one to Sell.

Our Investment Digest and Dividend Digest Contributors are a smart, creative and diverse bunch. They represent over 200 unique points of view on the best way to invest your money. And over the years, I’ve heard some pretty unexpected advice from them. Today, I want to share 10 of the...

Stocks enjoyed a good rally today, with growth stocks in the lead—at day’s end, the Dow was up 271 points while the Nasdaq lifted 115 points. Not much has changed with the overall environment over the past week. From a top-down point of view, things remain mostly choppy and challenging, with our Cabot Tides remaining effectively neutral, relatively few stocks hitting new highs (though there has been a bit of improvement of late) and even growth-oriented indexes (IWO, IVOG, ARKK) mostly stuck in the mud.

One major factor in investing, particularly in small stocks and young sectors where growing pains are still the norm, is sentiment. Good sentiment can take a sector to extreme highs—as it has done for the marijuana sector at every major legalization milepost.

Remain bullish, but keep your eyes open. Our indicators and most of our stocks are still trending up, though we’re seeing some funky action that’s worth monitoring.

The new all time high is a significant milestone. Although the S&P 500 hasn’t hit new highs quite yet it is only just about .01% from the mark. The new high is significant because it negates any possibility that we have been in a bear market since September, when the previous high was established.

I just finished a book, “The Fourth Tuning,” which was recommended to me by long-time subscriber. The book’s editors have written several books that all deal with the authors’ conception that progress in America is not linear but comes in predictable cycles, all because succeeding generations grow up influenced by--and reacting to--the behaviors and values of their parents’ and grandparents’ generations.

For almost the entire time I’ve been editing the Dick Davis Digests, experts have been predicting that natural gas prices would rise. Their reasoning is that, per dollar, you can currently produce much more energy from natural gas than from oil. Since the energy produced by each is indistinguishable, the...

“Too big to fail” distorts the very principles on which capitalism rests by privatizing profits and socializing losses. It’s time to confront the problem.

The iShares EM Fund (EEM) is holding above its moving averages, which keeps the Cabot Emerging Markets Timer a bright green. But the weakness in Chinese stocks is hitting the portfolio hard. In response, we have six moves today.

It continues to be a sloppy market but we’re working through it and there will be big opportunities in small-cap stocks on the other side of this.

As more hedge funds gravitate to exchange traded funds over individual stocks, here are the six best ETFs today as measured by relative performance.

A sure-fire method to find strong stocks is to ferret out high-quality stocks with low PEGnD ratio.

Acme Packet (APKT) and SanDisk (SNDK) were both recently featured in Cabot Top Ten Report.

The major indexes got hit today, though damage among growth stocks wasn’t too bad. At day’s end, the Dow was off 260 points while the Nasdaq slid 105 points.

How high do gas prices have to get before you’d consider buying an electric car?

It’s been another crazy week in pandemic-land. After an interruption last week, the market seems to have resumed its ascent.

The market seems to want to move higher, albeit slowly and with rude interruptions from the headlines. The S&P 500 is within less than 1% off the all-time high set in July, although the index has been somewhat range-bound since June.

It’s important to keep the watch list when the market is volatile. Watch lists change pretty constantly, as promising stocks don’t pan out and more attractive candidates appear. They’re not a buy list until you get a buy signal from the market. But they give you a head start on the large population of discouraged investors who haven’t had the heart to sell their losers and won’t get excited again until a new bull market has been going on for months.