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The S&P 500 appears to be breaking past price resistance, which it has repeatedly pushed up against since early 2015. This is great news! I expect the stock market to surprise people by rising to new highs and establishing a new, higher trading range.

Shares of Elastic (ESTC) continue to struggle in the weeks after reporting earnings. We sold part of our position on March 5 for a 30% gain, and we’ll sell the rest today for a roughly 22% gain. SELL REMAINING SHARES

Enovix (ENVX) Gets Charged up on Mixed Reality News

When it comes to small appliances, SharkNinja (SN) is one of the more innovative players out there, and the company’s mass-market appeal and expansion into new categories continue to deliver impressive results.

It’s been a pretty ugly stretch lately, with numerous crashes in a number of growthy names. I’m far from confident that the selling is over, however, history has shown that a little buying when things seem bleak can pay off.

Primo Brands (PRMB) and FTAI Aviation (FTAI)

Karman Holding (KRMN) got whacked this morning after reporting a mixed quarter but has climbed back somewhat through the early afternoon. We’re standing by it, for now.

We’re going to continue to hold our position in Credo Tech (CRDO), which is now up over 145% (since June), following the company’s strong Q2 FY26 report.

Cadre (CDRE) and Soleno (SLNO) Report

Shares of Zeta (ZETA) are up about 5% this morning after the company announced it will acquire LiveIntent, a people-based marketing technology company founded in 2009.

Sell a Quarter Position in Pan American Silver (PAAS)

Solventum (SOLV), a spinoff of 3M’s healthcare business, was mentioned in last week’s CTL podcast.

Sell Fortrea Holdings (FTRE); Buy Pan American Silver (PAAS)

The action of the last couple of days has been a smack in the face for all investors, U.S. and emerging markets alike. As always, the Cabot growth disciplines tell us not to panic, but also not just to sit there and let the market take away your money. While we don’t have any changes to the portfolio tonight, this issue of Cabot Emerging Markets Investor shows a distinctly defensive tone, with a very heavy cash position and just two stocks rated Buy. We also have a new stock this week that’s perfectly suited to conditions. It’s a commodity play with a generous dividend, attractive valuation and a simple story. Read on for all the details.

Emerging market stocks have followed the lead of the major U.S. indexes by executing a V-shaped bounce from their January/February slump and most of our stocks are in good shape. We’re keeping an eye on Chinese New Year as an economic force and on the battle between Alibaba and Tencent/JD.com for leadership in the Chinese online retail race. And we have a high-flying Chinese biopharmaceutical company to fit into the portfolio.

Let’s talk about a specific category of stocks that I like to buy after they fall from grace. These are famous stocks that don’t fall very often, but when they do, I like to snap them up because they’re almost always destined to rebound. And it just hit me: these are MOVIE STAR STOCKS.