While they don’t offer anything revolutionary, I’ve always been interested in what we at Cabot call “bull market stocks”–those companies whose businesses are directly tied to the fortunes of Wall Street.  Thus, in a bull market, their sales and earnings are almost guaranteed to grow dramatically … in a bull market, that is.  Examples include [...]

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We admire people with the courage of their convictions, those who know their own minds and don’t waver.  We think of the stick-to-it spirit as a sign of character, and it’s a good thing to be called tenacious, persistent, tough, steady or steadfast.
A good thing, that is, if you’re not a growth stock investor.
The rules [...]

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With the financial stocks shrugging off a huge share offering from Merrill Lynch today, I wanted to touch on the group. Should you buy? Sell? Short?
I have no official recommendation—all I can say is that the sector remains in a downtrend by our measures. But I will also point out that the best financial [...]

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Housing prices dropped by the biggest rate ever in May, down 15.8% compared with a year ago, according to Standard & Poor’s/Case-Shiller 20-city index. The 10-city index dropped 16.9%, the steepest decline in its 21-year history.
Nine cities posted records lows in May–Las Vegas, Miami, Phoenix, Los Angeles, San Diego, San Francisco, Seattle, Wash., Portland, Ore., [...]

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When everyone thinks alike, the market has a way of proving them wrong.  After all investors have bought, the sellers eventually take control.  After you’re #1, there’s only one way to go.  That’s one reason the dollar, which you might view as a proxy for the value of the U.S., is down.  It was previously [...]

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