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Gene Inger’s MarketCast™, is an emailed intraday service featuring audio and/or voice-over-chart updates of current market action. MarketCast provides near real-time analysis of trading action. Given a rapid pace of changing economic, psychological, and geopolitical perceptions, shot-term traders need a compass like MarketCast to help keep their bearing. MarketCast is...

“[Directory and communications services provider] Neustar, Inc. (NSR) said September-quarter earnings per share jumped 31% to $0.51, topping the consensus of $0.44. Revenue increased 18% and also exceeded the consensus. Management raised its full-year outlook. Per-share earnings should range from $1.76 to $1.84, implying at least 16% growth. “Revenue...

While there are a lot of healthy signs of growth out there, stocks that do not meet high expectations are being punished.

Super Micro Computer (SMCI) was off 29% this past week after some allegations of faulty accounting by short sellers was followed by the company reporting yesterday that it was postponing filing of its annual report with the SEC to assess “internal controls over financial reporting.”

Given the uncertainty, we have little choice but to sell the stock. We took some profits earlier this year, and the stock is still up 43% so far this year. My guess is that we will be back to Super Micro at some point, and I will watch this stock carefully.

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I tried most of the Cabot services and got good results but Small-Cap is my most favorite.... I am willing to renew my subscription before it gets over so that I do not miss a single letter !! If you like $$$ then join Small-Cap.
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Current Market Outlook


The market’s not out of the woods yet, as many indexes are still hovering below their 50-day moving averages. But the way stocks have handled themselves in recent days is encouraging—there’s been little follow-on selling following the initial dump on September 9, and growth-oriented stocks and indexes have perked up nicely, with some reaching new highs late last week. Throw in a still-healthy broad market (there are very few stocks hitting new lows, which is a good sign), and we remain optimistic, though we’ll keep our Market Monitor in its current place (7 out of 10) and will continue to advise you to keep newer positions smaller than normal until the indexes clearly kick into gear on the upside.


Encouragingly, this week’s list contains a ton of growth stock ideas, including a few newer names to consider. Our Top Pick is Arista Networks (ANET), a fast-growing networker that’s benefiting from the big shift to cloud computing and offers a unique software option for developers. Today’s dip looks buyable.

Stock Name	Price	Buy Range	Loss Limit
gdxi (gdxi)	0.00	102-106	94-96
Tata Motors Limited (TTM)	0.00	40-42	37-38
Seattle Genetics (SGEN)	150.85	50-53	48-49
Gigamon (GIMO)	0.00	50-52	46-47
Glaukos Corp. (GKOS)	67.84	34.5-36.5	31-32
Clayton Williams Energy (CWEI)	0.00	69-73	56-58
Cirrus Logic Inc. (CRUS)	0.00	52.5-54.5	47-48
Arista Networks (ANET)	0.00	80-83	74-76
Aerie Pharmaceuticals (AERI)	0.00	31-34	26-27.5
Abiomed (ABMD)	0.00	123-126	113-115

Current Market Outlook


There has been a lot of dramatic headlines recently, and we’ve even seen some sharp market moves. But net-net, the market remains where it’s been for the past few weeks—generally stuck in a tight trading range, with some stocks doing well, some faltering and most just biding their time. Long-term, we’re still optimistic that the next major move will be up, based on the still-bullish major trend of the indexes, the lack of selling pressure on the broad market and numerous studies that point toward higher prices in the months ahead. Because of that, we’re all for holding your strong performers, and it’s fine to pick up shares of new leaders at good buy points. But it’s best to quickly get rid of losers and hold a little cash until the buyers flex their muscles.

This week’s list has a nice mix of growth stories and turnaround situations. Our Top Pick is FMC Corp. (FMC), an agricultural chemicals firm that soared last week after a game-changing acquisition that should significantly boost earnings.

Stock Name	Price	Buy Range	Loss Limit
Darden Restaurants (DRI)	106.63	81-83	76-77
FMC Corp. (FMC)	0.00	71-75	65-68
iRobot (IRBT)	103.17	64-66	59-61
Louisiana-Pacific (LPX)	0.00	24.5-26	23-23.5
Madison Square Garden (MSG)	298.38	196-202	186-189
Medidata Solutions (MDSO)	0.00	60.5-63	56-58
Melco Resorts (MLCO)	0.00	18.5-20	17-17.5
Micron Technology, Inc. (MU)	43.31	27-28.5	24.5-25
Qorvo (QRVO)	129.47	69-71.5	65-67
Wright Medical (WMGI)	0.00	29-31	26-27

Join Timothy Lutts, chief analyst of newsletters Cabot Marijuana Investor and Cabot Stock of the Week, as he shares his ideas on what to expect from the cannabis stocks in 2022. Here are a few topics he will discuss:
-With the sector down 70% from Feb 2021, these stocks are cheap!
-New Jersey and New York are poised to go legal, expanding the market substantially.
-And one of Tim’s favorites is a company that came public in 2021, so it’s still unknown.

Current Market Outlook


Following the Brexit reaction, all of the major indexes are now decisively below their respective 50-day lines. Thus, we consider the intermediate-term trend to be down, which means it’s best to pare back. (We’ve knocked our Market Monitor down two notches this week.) It’s fine to hold your resilient, profitable performers (there are many stocks and sectors taking this selloff in stride), but you should honor all stops and loss limits and limit new buying to just small positions in strong stocks. The net result will be a higher cash position (around 50%, give or take, depending on what stocks you own and how you run your portfolio) and a handful of top performers in your portfolio. The next few days will be important—a quick snapback would be encouraging, but continued deterioration would have us advising an even more defensive posture. We’ll be watching.

This week’s list is a combination of defensive stocks, yield stocks, some precious metals and a couple of resilient growth ideas. Our Top Pick is Dollar Tree (DLTR), a defensive-type stock that should show excellent earnings growth thanks to last year’s game-changing buyout of Family Dollar.

Stock Name	Price	Buy Range	Loss Limit
Veeva Systems (VEEV)	180.23	32-34	29.5-30
Silver Wheaton (SLW)	0.00	20.5-21.5	19-19.5
SiteOne Landscape Supply (SITE)	98.49	31.5-33	28-28.5
Royal Gold, Inc. (RGLD)	129.66	67-69	61-63
Jack in the Box (JACK)	0.00	82-84.5	77-78
Gigamon (GIMO)	0.00	33-35	30-31
Dollar Tree (DLTR)	0.00	89-92	84-85
Communication Sales & Leasing (CSAL)	0.00	26-27.5	24-24.5
Boardwalk Pipeline Partners (BWP)	0.00	16.5-17.5	15.5-16
Align Technology (ALGN)	316.20	75.5-77.5	72-73

Current Market Outlook


One thing that keeps coming up in our research is that the majority of investors think the market is ready for a pullback. Of course, a dip is certainly possible—the major indexes have had a great run over the past month and some short-term measures of sentiment are elevated. But we don’t expect a large market retreat, and besides, obsessing over the next week or two misses the big picture—that a new uptrend is likely underway, and many stocks and sectors are performing extremely well. You still want to find advantageous buy points and cut your losses when things go awry. But we continue to advise you to be heavily invested in strong stocks and let your winners run.

This week’s list has a great batch of high-potential stocks, many of which have excellent growth stories. Our Top Pick is Cirrus Logic (CRUS), a chip firm with great earnings estimates that just exploded out of a year-long base. Try to buy on dips.

Stock Name	Price	Buy Range	Loss Limit
United States Steel Corporation (X)	0.00	24.5-26	22-23
VCA Inc. (WOOF)	0.00	69-71	65-66
Wix.com (WIX)	302.53	33-35	30.5-31.5
Tempur Sealy (TPX)	85.53	73-75	66-68
Lumentum (LITE)	87.00	28.5-30	25-26
GrubHub (GRUB)	140.03	35-38	32-33.5
Cirrus Logic Inc. (CRUS)	0.00	46.5-49	42.5-43.5
Buenaventura (BVN)	16.23	13.5-14.5	12-12.5
B&G Foods (BGS)	0.00	50-51.5	46-47
Abiomed (ABMD)	0.00	117-120	108-109

With airline and cruise bookings eclipsing pre-pandemic levels, it appears that vacationers’ pent-up travel demands are finally being unleashed in this “revenge travel” summer. Here’s how you can save money as you tick a few items off your own travel bucket list and profit from the most in-demand travel companies.

Any stock that can deliver a ten-bagger in less than two years is bound for the Hall of Fame, and that’s exactly what Weibo stock did for my subscribers.

“If you’ve been reading Cabot China & Emerging Markets Report for a while, you know that our stock- selection discipline uses the acronym SNaC, which stands for story, numbers and chart. The idea is that our ideal stock presents an attractive combination of 1) a great story (business proposition, including...

As Chinese stocks build a bottom, Alibaba and Baidu are two obvious buy-low Chinese ADR options. So let’s look at BABA vs. BIDU. Which stock looks better?

The “Magnificient Seven” stocks carried the bull market for two years. Now, they’re holding the market back. Which of the newly dubbed “Lag 7” are buys at these levels?