Investing Commentary

Cabot Wealth Advisory

My First Market Crash

Everyone remembers their first market crash. Mine was October 19, 1987, when the Dow fell 508 points (22.6%) in one day. This, of course, was before we all had computers on our desks (and in our pockets) to keep us up to date on what was happening. All we had were telephones—and unanswered questions about how some poorly understood computer-trading programs had allowed this to happen.

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Four Ratios and Ratings to Increase Your Returns

My value approach seems contrary to the thinking of most investors, but I believe selling when the market is high and buying when the market is low makes sense.

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When Cash is Priceless

Yes, cash is the gift that keeps on giving, especially when you have a high percentage of it in your growth portfolio, and most especially when stock markets are (as my mother would say) having a hissy fit.

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The Uncomfortable Truth About Actively Managed Mutual Funds

For many investors, even the intelligent and well-informed readers of Cabot Wealth Advisory, the biggest decision to be made in their portfolio is whether to put your money into index funds or to make the jump to actively managed funds.

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Inequality, Part II

In last week’s column on the twin topics of The Individual vs. the State and Inequality, I mentioned that beginning in 2017, the SEC will require public companies to disclose the ratio of their CEO’s annual compensation and that of the median employee—and I asked for your opinions on that.

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Cabot Weekly Review

Time to Head for the Sidelines | Cabot Weekly Review

In today’s market video, Cabot China & Emerging Market Report Chief Analyst Paul Goodwin looks at this week’s market mayhem and concludes that it’s time to head for the sidelines. You should be selling your losing stocks and putting your weaker stocks on short leashes. And even your winning stocks look like good candidates for a little profit taking. Cash is your friend right now.

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.

Stock Picks

Tesla Motors

If you’re not on board the stock, there’s no rush. Wait for a better entry point in a more constructive market.

Church

Church & Dwight owns the Arm & Hammer, OxiClean and Trojan brands, as well as some smaller, faster-growing brands. But even after a 35% climb in 18 months, Church & Dwight still looks strong and poised for further gains.

Restoration Hardware

Restoration Hardware (RH) has been on my watch list for a long time. Believe it or not, I’ve been watching the stock for about a year—it was my Top Pick at the 2014 Cabot Investors Conference, nearly one year ago—and now, after a ton of starts and stops, shares look poised to get going.

Cabot Wealth Advisory

My First Market Crash

By Timothy Lutts on August 27, 2015

Everyone remembers their first market crash. Mine was October 19, 1987, when the Dow fell 508 points (22.6%) in one day. This, of course, was before we all had computers on our desks (and in our pockets) to keep us up to date on what was happening. All we had were telephones—and unanswered questions about how some poorly understood computer-trading programs had allowed this to happen.Read More >

Four Ratios and Ratings to Increase Your Returns

By J. Royden Ward on August 25, 2015

My value approach seems contrary to the thinking of most investors, but I believe selling when the market is high and buying when the market is low makes sense. Read More >

When Cash is Priceless

By Paul Goodwin on August 21, 2015

Yes, cash is the gift that keeps on giving, especially when you have a high percentage of it in your growth portfolio, and most especially when stock markets are (as my mother would say) having a hissy fit.Read More >