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Investors are worried about a bubble, and stocks are overvalued based on a lot of metrics out there, but the bull market isn’t topping out. At least not yet.

This past weekend, news emerged that Becton, Dickinson and Co. (BDX) has entered into an agreement to purchase C. R. Bard (BCR).

Grocery stocks plummeted after the Amazon-Whole Foods deal was announced. Does that mean they’ve now become good value stocks? Not necessarily.

Our latest Investment Digest featured an interesting stock from the Cabot China & Emerging Markets Report. Paul Goodwin, the Report’s editor, wrote about the stock: “When we first got to know Mindray Medical International Ltd. (MR) back in 2006, it was a company with annual sales of just $173 million. Its...

As we mentioned a week ago, there’s no Top Ten issue this week, which is well enough since the decline of the past couple of weeks has left fewer and fewer stocks in good shape. Even so, we wanted to write up a quick (mostly market-based) review for you, with a regular (and more full-featured) update on Friday.

It’s certainly been an interesting holiday-shortened week, with the market continuing its recent plunge into Thursday, when Russia’s invasion of Ukraine caused a maelstrom at the open, with the major indexes diving to new correction lows—before they staged a rare, dramatic rally to close higher. This morning it looks like the market is going to open modestly lower.

Sprout Social (SPT) reported a terrific Q4 yesterday and offered above-consensus guidance for 2022. Despite the good results and outlook, we’re going to sell another one-quarter position to take our stake down to one half today. The bottom line is it continues to be a challenging environment for pure growth stocks, and we need to continue to adapt to the times.

The two strategies that I use to find consistent winning stocks involve evaluating sales and book value. I prefer sales and book value rather than earnings, because earnings fluctuate wildly and are often engineered, using an endless system of “adjustments.” Valuations based on sales or book values are more reliable when assessing the past, present and future prospects for companies.

“According to the American Association of Orthodontists, almost 80% of all American teenagers and 1 million adults wear braces at any given time. ... In the past, correcting teeth required wearing metal braces and rubber...

MarketWatch’s Peter Brimelow wrote about Paul Goodwin of Cabot China & Emerging Markets Report’s view of the China economic picture in his May 20, 2010 column, “Long Time China Bull is Hopeful but Slowing Down.”

Onto the market, it’s been another relatively tame week for the major indexes—the Nasdaq is leading the way (though only up 1% or so) while the S&P 500 is near flats-ville. However, there’s little question that the near-term correction/consolidation has continued under the surface.

Today’s note includes ratings changes, the podcast and the Catalyst Report. We publish the Catalyst Report on the Friday after each monthly issue of the Cabot Turnaround Letter.

It’s been a very good week for the major indexes, with all of them up more than 2%, but in a change of pace, it’s been a sour week for the leading stocks. Last week saw a bunch of positive earnings reactions, but this week, we’ve seen a swarm of selling on “good” news in some of the market’s hottest stocks.

The past few weeks have been good ones for the market, but it’s depended where your money is—in growth-oriented stocks (where Top Ten has been focused) it’s been fantastic, but for the rest of the market, it’s been just OK.

Today’s note includes earnings updates, ratings changes and the podcast.

I recently learned (not through experience) that it is illegal to send non-urgent mail through any service other than the U.S. Postal Service. At first I was surprised. I was even more surprised when I read that this law is actually enforced: Equifax was fined $30,000 in 1993 after a...

“McCormick & Co., Inc. (MKC) has earned the right to be called an ‘annuity’ because it has consistently delivered 10% annual returns—through persistent price appreciation and annual dividend and EPS growth—to its owners...

Marijuana is the fastest-growing industry in America. And marijuana stocks are growing even faster. Here’s how to invest in this red-hot sector.

With a healthy stock market, more big-name companies are coming public, and two upcoming IPOs are getting lots of hype. Here’s why you should avoid them.

This summer, our annual Cabot Wealth Summit moves online. Here’s what to expect from our annual investor conference, this August 18-20.