Investing Commentary

Cabot Wealth Advisory
stock market uncertainty

What You Know and What You Can't Know

The things we know about the market would fill a book. And, in fact, they have filled hundreds of books over the years, with every new quarter usually producing one or two new tomes filled with wisdom and priceless advice about how to thrive on Wall Street.


A New Leader in the Oil Patch

Many of oil service companies have the numbers that should keep buyers interested for a while.


One Great Dividend Growth Stock

The best dividends are anything but boring: they can grow by 20% or more per year, every year.

forever stocks

The Tenth Stock to Buy and Hold Forever

If you’ve had any real estate dealings, or done any research on real estate, you’ve probably used Zillow.

arrow, cabot heritage corporation

3 Tips to Survive Earnings Season

Rule # 1 for earnings season is to not invest heavily in a stock just ahead of an earnings report.

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Cabot Weekly Review

Watch List for This Market | Stock Market Video

In this week’s Stock Market Video, Mike Cintolo talks about the market’s action—from recent divergences to elevated sentiment to this week’s breakdown. And he’s constructing his watch list (it’s easiest to spot strength in a bad market), looking for the leaders of the next market upturn.

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 »

The distribution that crept into the market in late-June and early July came back with a vengeance this week—the market has decisively broken down, and we believe your best move now is to turn defensive.

more from Michael Cintolo »

Economic phenomena are so complex that predicting with any certainty how a particular change will affect an entire economy is just about impossible—the latest confirmation is coming from China.

more from Paul Goodwin »

This week will likely be the busiest of the month for economic data. The headliners will almost certainly be the Fed meeting on interest rates Wednesday and the Jobs Report Friday.

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 »