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New encouraging data about the U.S. housing market is out, and these two housing ETFs are riding the momentum of the real estate recovery. Can it last?

Popular stocks are easily identifiable, but many of them have already peaked. Here’s why you should pay closer attention to less popular stocks.

I think we can all use a break from this market, and there’s no new fundamental news related to any of our positions. So today I’m just going speak for a few minutes on the state of the market and small caps.

Michael Cintolo, editor of the Cabot Market Letter, looks for signs that market leadership is narrowing. “We look at stocks institutions have to buy, the leading edge of the economy

Today we’re providing special updates on four stocks that have made significant moves since our last update.

As for the market, not much has changed with our thinking since Monday’s issue—we’re still bullish, but we wouldn’t be surprised if there were some reverberations going forward from this weekend’s “new” virus worries over in the U.K., especially given how hot and heavy the environment is. It’s also possible the Covid stimulus shenanigans could bring about some worries, but we’ll have to see.

Rivian (RIVN) reported its first quarter as a public company yesterday. Adjusted EBITDA loss was -$727 million, slightly below consensus of -$690 million, while revenue of $1 million was slightly above consensus. The company ended Q3 with $5.2 billion, but we need to add $13.5 billion from the IPO to get a more accurate balance. Minus cash burn since the close of Q3 Rivian probably has around $16 billion now.

Last week there was no Cabot Marijuana Investor update, and I apologize to those readers who expected one and were disappointed. Officially, there is no update schedule; my goal is to give you whatever’s needed whenever it’s needed. But I’ve got into the habit of doing updates on Wednesdays, and a lot of readers have got into the habit of expecting them. Last week, however, there was no news and no change in my advice, so no update.

The power of dividend growth isn’t really a secret, but a lot of investors don’t realize just how powerful divided growth is.

Cabot China & Emerging Markets Report Editor Paul Goodwin’s outlook and top picks for 2011 were featured on MSN Money in “Top Pros’ Top Stocks for 2011.”

Cabot Market Letter editor Michael Cintolo points out a rare divergence and urges investors to use caution.

Our Cabot Tides are now positive, which means it’s time to put some money to work.

This afternoon we are making four ratings changes: