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Cabot Growth Investor

Latest Issue

The Most Bullish Thing a Market Can Do is Go Up

February 15, 2017

All three of our key market timing indicators remain bullish, so we're sticking with a heavily invested stance. We have three changes: we're selling Martin Marietta (MLM), buying Lumentum (LITE) and restoring our Buy rating on Charles Schwab (SCHW) after its recent shakeout.

Updates

February 22, 2017

Our market timing indicators remain bullish, and while a short-term pullback is always possible, the odds favor higher prices down the road. For individual stocks, the goal is to hold your winning stocks while rotating out of any stocks that crack support.
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Special Bulletins

February 21, 2017

We’re going to buy Texas Capital Bancshares (TCBI), a growth-oriented firm that offers a range of lending services in Texas and elsewhere. The company’s sales and earnings growth are accelerating and we think the stock can do well in a bull market.
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Other Stocks of Interest

Updated February 17, 2017

Follow ups to stocks featured September 14, 2016 (issue 1351) to February 15, 2017 (issue 1361). Since they're not in the Model Portfolio, you don't see them followed on a regular basis. However, we are monitoring these stocks, and this listing gives their current status...
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Strategy