In this week’s Stock Market Video, Cabot China & Emerging Markets Report Editor Paul Goodwin said it was a bad week in the market, with the indexes looking very unhealthy. When the market is in a downward trend, it puts a lot of pressure on stocks, which was evident this week. We recommend holding mostly cash right now to preserve capital for the next uptrend. Stocks discussed: U.S. Steel (X), Ford (F), General Electric (GE), Amazon.com (AMZN) and Apple (AAPL). Click below to watch the video!
Universal Display (PANL) is a small firm with a (very) long history of losses and little institutional support. But that’s now changing, and it’s all because of its leading position in OLEDs (organic light emitting diodes), which are looking more and more like they’ll be adopted en masse for smart phones, TVs, tablet computers and more. So how will this benefit Universal Display? It owns more than 1,000 patents, and it’s aiming to be a licensing company; in fact, it’s recently inked deals with Panasonic and Samsung, which sent the stock into orbit. Valuation is truly at nosebleed levels–the...
I wanted to write briefly about some events that transpired in Cabot Market Letter during the past couple of weeks, and some feedback I got about them. As you know, the market put on a decent, but not great, show of strength a couple of weeks ago, and it was enough to flip our intermediate-term indicator (which simply follows the market’s trends) back to bullish. (It had been negative since August 2.) In response to that, I advised subscribers to take a couple of small–emphasis on small–steps back into the market; we went from a huge 73% cash position...
Last week, I had the opportunity to report for jury duty. (I know there are hundreds of jokes that can be inserted here, but I’ll spare you.) I was put in a jury pool for a burglary case and listened as the judge, the prosecutor and the defense attorney took turns asking questions of the potential jurors. In the end I was not selected to sit on the jury, but I learned something that I think can relate to the stock market. Because this was a criminal trial and not a civil trial, the defense attorney pointed out numerous...
Every September, we celebrate the anniversary of Cabot Small-Cap Confidential and this year is no different. In honor of this occasion, I’ve conducted a Question and Answer session with the editor, Thomas Garrity. I’m bringing it to you in two parts; today you’ll read part one and next week I’ll bring you part two. I hope you enjoy it! What are your thoughts on the four-year anniversary of Cabot Small-Cap Confidential? As always, I’m grateful for the trust our loyal subscribers have placed in our dedication to deliver top-notch performance-based investment research. Most pleasing to me as Cabot Small-Cap...
