Investing Commentary

Cabot Wealth Advisory

Most Recent Notable Mergers

In January of this year, KPMG estimated that 2015’s merger and acquisition activity would top the $1.62 trillion in marriages created in 2014. So far this year, Dealogic says global M&A is $593 billion YTD, up from $536 billion in 2014 YTD, and the highest since the $677 billion booked in 2007. Just this month, we’ve seen several notable merger announcements on stocks that we have covered in our Investment Digest or Dividend Digest.

Spotting Big Profits by Following the Insiders

I hate to be the bearer of bad news, but hedge funds and banks trade on insider information all the time.


Using Every Resource in Growth Investing

It’s my belief that anyone who makes an investment decision based solely on any single factor is probably going to lose money.

bull market

The Bull in the Long Run

The last couple of days haven’t been pleasant. But the long-term trend of the market is up.

Have Interest Rates Finally Bottomed?

Have the Energy Stocks Bottomed?

I write about market's bottom-building because I continue to field questions surrounding energy stocks.

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Cabot Weekly Review

Stock Picker's Market | Cabot Weekly Review

In this week's stock market video, Cabot’s V.P. of Investments, Mike Cintolo, details the market's recent selloff—the second time this year that the market has been unable to break free of the choppy and challenging environment. Because of some abnormal selling in certain key groups, Mike advises taking a step or two closer to shore, but maintains that it's a stock picker's market.

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 Fed Chairwoman emphasized once again that the Fed won’t raise rates until the data demands it, which it doesn’t yet.

more from Chloe Lutts Jensen »

I don’t know the direction the stock market will take, so I'll adhere to Ben Graham’s sage advice: Invest ultra conservatively when valuations are high.

more from J. Royden Ward »

We’re going to knock down our Market Monitor a bit—we’re still more bullish than bearish, but given the environment, we want to lighten up on the gas pedal a bit.

more from Michael Cintolo »

We have noticed a confluence of factors that may have lasting positive consequences for emerging market ADRs, especially Chinese stocks.

more from Paul Goodwin »

When the market drops more than 3%-5%, rather than buying dips, we’ll be shorting more aggressively. But we aren’t there yet.

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 »

I think the multi-month correction has been completed, the weak hands are now out of the market, and the bulls will now push the best stocks higher.

more from Timothy Lutts »