Investing Commentary

Cabot Wealth Advisory
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A Strong Solar Stock

My stock pick this week wasn’t selected just as a refutation of fundamental analysis, but there’s an element of that in my choice. It is a solar power company that changed its name from MEMC Electronic Materials a few years back to reflect its change in focus from being a pure silicon ingot and wafer manufacturer to a focus on delivering turn-key solar power installations.

Investing Newsletters

Tips on Small-Cap Investing

Over time, small-caps have been the best place to invest your money as an investor in individual stocks.

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Rupert Murdoch's Increasing Empire

Murdoch has offered $80 billion for Time Warner and has been summarily turned down.

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Two New Major Trends

My next idea really gets me excited, and the reason is that I’m not talking about a broad industry group.

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3 Reasons to Beware of Analyst Ratings

You shouldn’t take analysts’ recommendations as the Holy Grail for a number of reasons.

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Cabot Weekly Review

Stocks to Watch | Stock Market Video

In this week’s Stock Market Video, Mike Cintolo gives his latest advice on the volatile market—basically, he's paring back, but with many stocks and indexes still holding support, he's not running for the storm cellar. In fact, it's actually easiest to spot strength in a bad market, and Mike lists his current crop of top ideas.

Cabot Chart School

Managing Your Portfolio for Maximum Profits

In this third of three videos in Cabot's stock chart school series, “How to Invest in Growth Stocks,” Cabot Market Letter editor Mike Cintolo takes you through portfolio management -- a skill that most people don't really develop and which leads to them getting sub-par returns. He discusses the concept of portfolio management in general, as well as looking at some specific trades Cabot has made in the past.

Editor's Center

The major indexes are starting to look a little overheated as we come to the end of June, so I wouldn’t be surprised to see the latest economic news trigger a decent-sized pullback. I'm fine with that though, since out high-quality, defensive holding should hold up just fine. A correction would also give us an opportunity to establish a position in our newest buy at an advantageous price. The 4.4%-yielding stock is riding high on the national release of a trendy new product, and could stand to cool off a little ... especially since we’re investing for the long term.

more from Chloe Lutts Jensen »

While I don’t profess to be an expert economist, I believe the economy and corporations will perform quite well during the remainder of 2014. Dips in the prices of many stocks have created some excellent buying opportunities. There are exceptions, though.

more from J. Royden Ward »

We remain overall bullish—you shouldn’t push the envelope, but holding your best performers and keeping your eyes open for new leaders (possibly via earnings gaps) makes sense.

more from Michael Cintolo »

The market timing system used by Cabot China & Emerging Markets Report is based on the movement of PowerShares Golden Dragon USX China ETF (PGJ).

more from Paul Goodwin »

This week’s economic calendar is extremely light on potentially market-moving data. Conversely, this week will be one of the heaviest for earnings releases.

more from Jacob Mintz »

In last week's ETF letter, I said it felt like the market elevator was going up and up without end. Now it feels like the elevator is finally resting at the 18th floor. (That is, with the S&P hovering around 1,800.)

more from Robin Carpenter »

It’s a familiar story: you’re having dinner at a restaurant when the conversation turns to movies, and no one can remember the name of that actress, the one who was in that movie about space.

more from Thomas E. Garrity »

The bull market rolls on, propelled by money that continues to flow from low-yielding alternatives into strongly performing stocks. So I continue to recommend a heavily invested—and well-diversified—portfolio. Today, the Cabot Stock of the Month portfolio is thoroughly diversified, holding stocks from each of the Cabot services it can draw from. But stasis is not the goal here—progress is. Each month, as I select a new stock, I work hard to find the one with the greatest potential in the current market environment, commensurate with risk. Today, with the market strong but elevated, a large part of my calculation in this selection process involved downside potential—I didn’t want to buy a stock and then see it correct 20%. So I avoided the most extended stocks and looked more at stocks that had just broken out to recent highs, or had recently completed a washing-out of weak hands. And, as always, I wanted a growth story I could hang my hat on. There were a number of good contenders, but the final choice is a consumer name you’re probably familiar with. The stock was originally recommended by Mike Cintolo in a recent issue of Cabot Top Ten Trader—in fact, he made it the Top Pick.

more from Timothy Lutts »